Citizens Financial Group Inc
CFG- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000759944
In the last 90 days, Citizens Financial Group Inc insiders filed 1 open-market purchase and 1 sale; 1,100 institutions reported holding it in 13F filings for Q2 2026, worth $28.6B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in Citizens Financial Group Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,024
- +74 vs. Q4 2025
- Shares held
- 397.8M
- +44.2M (+12.5%) vs. Q4 2025
- Total value
- $23.8B
- +$3.18B (+15.4%) vs. Q4 2025
- New holders
- 146
- 435 more added
- Sold out
- 72
- 308 more reduced
17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,100 | $28.6B |
| Q1 2026 | 1,024 | $23.8B |
| Q4 2025 | 967 | $24.0B |
| Q3 2025 | 862 | $21.4B |
| Q2 2025 | 807 | $18.5B |
| Q1 2025 | 831 | $16.8B |
| Q4 2024 | 821 | $18.1B |
| Q3 2024 | 801 | $17.1B |
| Q2 2024 | 763 | $14.8B |
| Q1 2024 | 720 | $15.4B |
| Q4 2023 | 711 | $14.4B |
| Q3 2023 | 651 | $11.8B |
| Q2 2023 | 693 | $11.6B |
| Q1 2023 | 740 | $13.5B |
| Q4 2022 | 775 | $17.3B |
| Q3 2022 | 735 | $15.1B |
| Q2 2022 | 751 | $15.7B |
| Q1 2022 | 760 | $18.4B |
| Q4 2021 | 749 | $19.0B |
| Q3 2021 | 704 | $18.9B |
| Q2 2021 | 695 | $18.2B |
| Q1 2021 | 685 | $17.5B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,135 | $68.1K | 0.00% | +1,135 | New |
| Ameriflex Group, Inc. | 1,161 | $69.6K | 0.04% | −444−27.7% | Reduced |
| Capula Management Ltd | 1,185 | $71.1K | 0.00% | +1,185 | New |
| Onefund, LLC | 1,181 | $71.5K | 0.05% | −145−10.9% | Reduced |
| Delta Asset Management LLC | 1,198 | $71.8K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,200 | $72.0K | 0.21% | −6,691−84.8% | Reduced |
| Manchester Capital Management LLC | 1,213 | $72.7K | 0.01% | −176−12.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,360 | $81.6K | 0.00% | +2+0.1% | Added |
| Corsicana & Co. | 2,000 | $81.9K | 0.05% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,369 | $82.1K | 0.02% | +93+7.3% | Added |
| SJS Investment Consulting Inc. | 1,388 | $83.2K | 0.01% | +38+2.8% | Added |
| Gen-Wealth Partners Inc | 1,421 | $85.2K | 0.03% | +5+0.4% | Added |
| Atlas Capital Advisors LLC | 1,486 | $89.1K | 0.01% | +391+35.7% | Added |
| Cromwell Holdings LLC | 1,513 | $90.7K | 0.05% | +11+0.7% | Added |
| Private Trust Co NA | 1,584 | $95.0K | 0.01% | +51+3.3% | Added |
| Zions Bancorporation, National Association | 1,679 | $100.7K | 0.01% | +251+17.6% | Added |
| REAP Financial Group, LLC | 1,749 | $104.9K | 0.02% | +795+83.3% | Added |
| McGuire Capital Advisors Inc | 1,791 | $107.4K | 0.07% | −2,318−56.4% | Reduced |
| First Financial Corp | 1,800 | $107.9K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,813 | $108.7K | 0.01% | +416+29.8% | Added |
| Parkside Financial Bank & Trust | 1,836 | $110.1K | 0.01% | −111−5.7% | Reduced |
| Harbour Investments, Inc. | 1,851 | $111.0K | 0.00% | +841+83.3% | Added |
| Johnson Financial Group, Inc. | 1,873 | $112.3K | 0.00% | −474−20.2% | Reduced |
| Pier 88 Investment Partners LLC | 2,000 | $119.9K | 0.03% | −45,100−95.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,009 | $120.5K | 0.00% | −812−28.8% | Reduced |
| LRI Investments, LLC | 2,017 | $121.0K | 0.01% | +217+12.1% | Added |
| Legacy Wealth Managment, LLC | 2,080 | $124.7K | 0.06% | +236+12.8% | Added |
| Deseret Mutual Benefit Administrators | 2,097 | $125.8K | 0.04% | +868+70.6% | Added |
| Armstrong Advisory Group, Inc | 2,138 | $128.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,233 | $133.9K | 0.00% | −314−12.3% | Reduced |
| Key Capital Management, INC | 2,535 | $152.0K | 0.10% | +625+32.7% | Added |
| FIL Ltd | 2,648 | $158.8K | 0.00% | +2,648 | New |
| Cullen/Frost Bankers, Inc. | 2,721 | $163.2K | 0.00% | −1,535−36.1% | Reduced |
| Raleigh Capital Management Inc. | 2,762 | $165.6K | 0.06% | +55+2.0% | Added |
| Root Financial Partners, LLC | 2,808 | $168.4K | 0.01% | +1,380+96.6% | Added |
| Hamilton Capital Partners Inc. | 3,015 | $180.8K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,060 | $183.5K | 0.01% | −1,767−36.6% | Reduced |
| Raiffeisen Bank International AG | 3,212 | $184.5K | 0.00% | +316+10.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $191.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,224 | $193.3K | 0.00% | +3,224 | New |
| Natixis | 3,266 | $195.9K | 0.00% | −467,354−99.3% | Reduced |
| Quent Capital, LLC | 3,300 | $197.9K | 0.01% | −210−6.0% | Reduced |
| Legacy Financial Advisors, Inc. | 3,336 | $200.1K | 0.03% | +3,336 | New |
| Dorsey & Whitney Trust CO LLC | 3,340 | $200.3K | 0.01% | +3,340 | New |
| Diversify Wealth Management, LLC | 3,113 | $200.5K | 0.00% | +3,113 | New |
| Planned Solutions, Inc. | 3,353 | $201.1K | 0.07% | +3,353 | New |
| Fielder Capital Group LLC | 3,366 | $201.8K | 0.04% | +3,366 | New |
| Drive Wealth Management, LLC | 3,380 | $202.7K | 0.04% | +3,380 | New |
| Moneta Group Investment Advisors LLC | 3,383 | $202.9K | 0.00% | +3,383 | New |
| Kennedy Capital Management, Inc. | 3,408 | $204.4K | 0.00% | −19−0.6% | Reduced |
| Traphagen Investment Advisors LLC | 3,417 | $204.9K | 0.02% | +3,417 | New |
| Lombard Odier Asset Management (USA) Corp | 3,424 | $205.3K | 0.11% | +3,424 | New |
| GeoWealth Management, LLC | 3,427 | $205.5K | 0.01% | +3,427 | New |
| Vestmark Advisory Solutions, Inc. | 3,433 | $205.9K | 0.00% | +3,433 | New |
| S&CO Inc | 3,500 | $209.0K | 0.01% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,500 | $209.9K | 0.01% | +3,500 | New |
| Range Advisory, LLC | 3,518 | $210.9K | 0.04% | +3,518 | New |
| Valeo Financial Advisors, LLC | 3,531 | $211.8K | 0.01% | +3,531 | New |
| Kingswood Wealth Advisors, LLC | 3,535 | $212.0K | 0.01% | −2,990−45.8% | Reduced |
| Caxton Associates LLP | 3,537 | $212.1K | 0.00% | −205,463−98.3% | Reduced |
| Bahl & Gaynor Inc | 3,540 | $212.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,316 | $216.5K | 0.01% | +3,316 | New |
| Prime Capital Investment Advisors, LLC | 3,626 | $217.5K | 0.00% | +94+2.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,634 | $217.9K | 0.01% | +56+1.6% | Added |
| Clark Capital Management Group, Inc. | 3,697 | $221.7K | 0.00% | +103+2.9% | Added |
| Ashton Thomas Private Wealth, LLC | 3,698 | $221.8K | 0.01% | +3,698 | New |
| Snowden Capital Advisors LLC | 3,705 | $222.2K | 0.01% | +3,705 | New |
| Ewa, LLC | 3,791 | $227.3K | 0.05% | +365+10.7% | Added |
| Check Capital Management Inc | 3,800 | $227.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,811 | $228.5K | 0.01% | −121−3.1% | Reduced |
| WSFS Capital Management, LLC | 3,815 | $228.8K | 0.01% | +3,815 | New |
| AA Financial Advisors, LLC | 3,858 | $231.4K | 0.03% | −799−17.2% | Reduced |
| Systematic Alpha Investments, LLC | 3,860 | $231.5K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 3,866 | $231.8K | 0.17% | +3,866 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,887 | $233.1K | 0.07% | −10.0% | Reduced |
| Cigna Investments Inc | 3,935 | $236.0K | 0.04% | −412−9.5% | Reduced |
| Volterra Technologies LP | 3,937 | $236.1K | 0.17% | +3,937 | New |
| QTR Family Wealth, LLC | 3,641 | $236.2K | 0.10% | +321+9.7% | Added |
| WESPAC Advisors, LLC | 3,975 | $238.4K | 0.13% | +3,975 | New |
| Advisor OS, LLC | 4,013 | $240.7K | 0.02% | +30+0.8% | Added |
| Richardson Financial Services Inc. | 4,038 | $242.2K | 0.15% | −145−3.5% | Reduced |
| Crestwood Advisors Group LLC | 4,043 | $242.4K | 0.00% | +4,043 | New |
| Angeles Wealth Management, LLC | 4,046 | $242.6K | 0.01% | +532+15.1% | Added |
| Patton Fund Management, Inc. | 4,057 | $243.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,061 | $243.5K | 0.03% | −25−0.6% | Reduced |
| Excalibur Management Corp | 4,065 | $243.8K | 0.09% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,080 | $244.7K | 0.02% | +4,080 | New |
| Fifth Third Wealth Advisors LLC | 4,091 | $245.3K | 0.01% | −3,394−45.3% | Reduced |
| International Assets Investment Management, LLC | 4,076 | $246.9K | 0.02% | −336−7.6% | Reduced |
| Hidden Cove Wealth Management, LLC | 4,128 | $247.6K | 0.16% | +240+6.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,130 | $247.6K | 0.01% | +4,130 | New |
| McGlone Suttner Wealth Management, Inc. | 4,142 | $248.4K | 0.03% | +667+19.2% | Added |
| Twinbeech Capital LP | 4,161 | $249.5K | 0.03% | +4,161 | New |
| Family Management Corp | 4,168 | $250.0K | 0.03% | +320+8.3% | Added |
| Legacy Advisors, LLC | 4,172 | $250.2K | 0.03% | +372+9.8% | Added |
| Regal Investment Advisors LLC | 4,186 | $251.0K | 0.01% | +4,186 | New |
| RFG Advisory, LLC | 4,218 | $253.0K | 0.00% | +513+13.8% | Added |
| TFB Advisors LLC | 4,285 | $257.0K | 0.13% | +45+1.1% | Added |
| Decision Investments, Inc | 4,340 | $260.3K | 0.30% | +20+0.5% | Added |
| Knightsbridge Asset Management, LLC | 4,348 | $260.8K | 0.04% | +538+14.1% | Added |