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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 4,374 | $262.3K | 0.06% | −250−5.4% | Reduced |
| Signal Advisors Wealth, LLC | 4,407 | $264.3K | 0.02% | +291+7.1% | Added |
| Advyzon Investment Management, LLC | 4,445 | $266.5K | 0.02% | +4,445 | New |
| Capital Performance Advisors LLP | 4,465 | $267.8K | 0.02% | +764+20.6% | Added |
| CRA Financial Services, LLC | 4,473 | $268.2K | 0.03% | −4−0.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,474 | $268.3K | 0.05% | +4,474 | New |
| Orion Capital Management LLC | 4,475 | $268.4K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,492 | $269.4K | 0.02% | −12−0.3% | Reduced |
| Ancora Advisors, LLC | 4,500 | $269.9K | 0.01% | +225+5.3% | Added |
| Cozad Asset Management Inc | 4,502 | $270.0K | 0.02% | +4,502 | New |
| American Trust | 4,502 | $270.0K | 0.02% | −239−5.0% | Reduced |
| Gradient Capital Advisors, LLC | 4,575 | $274.4K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,605 | $276.1K | 0.04% | −87−1.9% | Reduced |
| Change Path, LLC | 4,618 | $276.9K | 0.01% | −231−4.8% | Reduced |
| Optas, LLC | 4,625 | $277.4K | 0.04% | −4,475−49.2% | Reduced |
| Abel Hall, LLC | 4,657 | $279.3K | 0.06% | +4,657 | New |
| 71 West Capital Partners | 4,677 | $280.5K | 0.01% | +4,677 | New |
| Fort Washington Investment Advisors Inc | 4,718 | $282.9K | 0.00% | −3,264−40.9% | Reduced |
| AlphaGrep UK Ltd | 4,742 | $284.4K | 0.08% | +4,742 | New |
| Mount Yale Investment Advisors, LLC | 4,744 | $284.5K | 0.01% | +4,744 | New |
| State of Wyoming | 4,774 | $286.3K | 0.03% | +2,979+166.0% | Added |
| Hoxton Planning & Management, LLC | 4,794 | $287.5K | 0.09% | +37+0.8% | Added |
| Armis Advisers, LLC | 4,764 | $287.9K | 0.03% | +15+0.3% | Added |
| Checchi Capital Advisers, LLC | 4,821 | $289.1K | 0.02% | +1,215+33.7% | Added |
| Waterloo Capital, L.P. | 4,822 | $289.2K | 0.02% | +637+15.2% | Added |
| Drucker Wealth 3.0, LLC | 4,844 | $290.5K | 0.05% | +28+0.6% | Added |
| Oakmont Investment Advisors, Inc. | 4,881 | $292.8K | 0.27% | +4,881 | New |
| Exencial Wealth Advisors, LLC | 4,907 | $294.3K | 0.01% | −339−6.5% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 4,914 | $294.7K | 0.18% | +4,914 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 4,923 | $295.2K | 0.00% | −213−4.1% | Reduced |
| Trust Asset Management LLC | 4,948 | $296.7K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,951 | $296.9K | 0.00% | −9,715−66.2% | Reduced |
| VisionPoint Advisory Group, LLC | 4,960 | $297.5K | 0.06% | −324−6.1% | Reduced |
| Poinciana Advisors Group, LLC | 4,968 | $297.9K | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,968 | $298.0K | 0.06% | −227−4.4% | Reduced |
| Ostrum Asset Management | 4,977 | $298.5K | 0.02% | +2,786+127.2% | Added |
| Prospera Financial Services Inc | 4,984 | $298.9K | 0.00% | +1,324+36.2% | Added |
| Elevated Financial Group LLC | 4,988 | $299.1K | 0.10% | −491−9.0% | Reduced |
| Sapient Capital LLC | 4,991 | $299.3K | 0.00% | +284+6.0% | Added |
| Fieldview Capital Management, LLC | 5,029 | $301.6K | 0.09% | +5,029 | New |
| Cidel Asset Management Inc | 5,088 | $305.1K | 0.02% | +458+9.9% | Added |
| Impact Partnership Wealth, LLC | 5,101 | $305.9K | 0.04% | +5,101 | New |
| Boston Private Wealth LLC | 5,106 | $306.2K | 0.02% | −10.0% | Reduced |
| Iams Wealth Management, LLC | 5,114 | $306.7K | 0.11% | +1,100+27.4% | Added |
| GenTrust, LLC | 5,169 | $310.0K | 0.01% | +1,049+25.5% | Added |
| Resources Investment Advisors, LLC. | 5,188 | $311.1K | 0.00% | −2,036−28.2% | Reduced |
| Lincoln Capital Corp | 5,217 | $312.9K | 0.12% | −963−15.6% | Reduced |
| Tocqueville Asset Management L.P. | 5,281 | $316.7K | 0.00% | +64+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,303 | $318.0K | 0.00% | −24,192−82.0% | Reduced |
| Profund Advisors LLC | 5,314 | $318.7K | 0.01% | −1,220−18.7% | Reduced |
| Nicolet Bankshares Inc | 5,340 | $320.2K | 0.01% | +5,340 | New |
| Cary Street Partner Investment Advisory LLC | 5,385 | $322.9K | 0.08% | +623+13.1% | Added |
| Wick Capital Partners, LLC | 5,391 | $323.3K | 0.06% | +133+2.5% | Added |
| Journey Strategic Wealth LLC | 5,430 | $325.7K | 0.01% | +1,448+36.4% | Added |
| Rossby Financial, LCC | 5,380 | $325.9K | 0.07% | +357+7.1% | Added |
| Panagora Asset Management Inc | 5,446 | $326.6K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,449 | $326.8K | 0.01% | +5,449 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,459 | $327.4K | 0.02% | +7+0.1% | Added |
| Biltmore Family Office, LLC | 5,485 | $328.9K | 0.05% | +5,485 | New |
| We Are One Seven, LLC | 5,506 | $330.2K | 0.01% | +236+4.5% | Added |
| Hall Capital Management Co Inc | 5,089 | $331.0K | 0.12% | −802−13.6% | Reduced |
| Parcion Private Wealth LLC | 5,535 | $331.9K | 0.02% | +297+5.7% | Added |
| Soltis Investment Advisors LLC | 5,569 | $334.0K | 0.02% | +1,213+27.8% | Added |
| Ponta Wealth Partners, LLC | 5,601 | $335.9K | 0.27% | +5,601 | New |
| Norden Group LLC | 5,783 | $346.8K | 0.03% | +230+4.1% | Added |
| Quantitative Investment Management, LLC | 5,819 | $348.0K | 0.04% | −5,826−50.0% | Reduced |
| LCNB Corp | 5,805 | $348.1K | 0.12% | +1,365+30.7% | Added |
| Prelude Capital Management, LLC | 5,862 | $351.5K | 0.03% | +1,621+38.2% | Added |
| Beacon Pointe Advisors, LLC | 5,870 | $352.0K | 0.00% | +5,870 | New |
| Moors & Cabot, Inc. | 5,920 | $355.0K | 0.02% | −397−6.3% | Reduced |
| Pointe Capital Management LLC | 5,963 | $357.6K | 0.18% | 00.0% | Unchanged |
| Umb Bank N A | 5,966 | $357.8K | 0.00% | −3−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,975 | $358.3K | 0.23% | −1,655−21.7% | Reduced |
| waypoint wealth counsel | 5,979 | $358.5K | 0.19% | −228−3.7% | Reduced |
| Crumly & Associates Inc. | 6,039 | $362.2K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,066 | $363.8K | 0.01% | +1,294+27.1% | Added |
| Whittier Trust Co | 5,981 | $367.3K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,153 | $369.0K | 0.01% | +3,832+165.1% | Added |
| HBK Sorce Advisory LLC | 5,817 | $370.7K | 0.01% | −292−4.8% | Reduced |
| Siemens Fonds Invest GmbH | 6,234 | $373.9K | 0.02% | +302+5.1% | Added |
| Sowell Financial Services LLC | 6,248 | $374.7K | 0.01% | +780+14.3% | Added |
| Parsons Capital Management Inc | 6,271 | $376.1K | 0.02% | +6,271 | New |
| Virtus Wealth Solutions LLC | 6,318 | $378.9K | 0.07% | +6,318 | New |
| Arkadios Wealth Advisors | 6,330 | $379.6K | 0.01% | +573+10.0% | Added |
| Ferguson Wellman Capital Management, Inc | 6,349 | $380.8K | 0.01% | −10−0.2% | Reduced |
| DGS Capital Management, LLC | 6,381 | $382.7K | 0.06% | +1,962+44.4% | Added |
| Essex Financial Services, Inc. | 6,393 | $383.4K | 0.02% | +58+0.9% | Added |
| Klingenstein Fields & Co LP | 6,402 | $383.9K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,409 | $384.3K | 0.00% | +809+14.4% | Added |
| KC Investment Advisors, LLC | 6,419 | $384.9K | 0.09% | +48+0.8% | Added |
| Van Eck Associates Corp | 6,440 | $386.0K | 0.00% | +631+10.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,448 | $386.7K | 0.02% | −2,287−26.2% | Reduced |
| TCG Advisory Services, LLC | 6,568 | $393.9K | 0.01% | +996+17.9% | Added |
| Ellevest, Inc. | 6,578 | $394.5K | 0.05% | −920−12.3% | Reduced |
| Fidelis Capital Partners, LLC | 6,579 | $394.5K | 0.03% | +313+5.0% | Added |
| Sym Financial Corp | 6,618 | $396.9K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,636 | $397.9K | 0.01% | +705+11.9% | Added |
| Gilbert & Cook, Inc. | 6,663 | $399.6K | 0.05% | +104+1.6% | Added |
| Severin Investments, LLC | 6,681 | $400.6K | 0.34% | +6,681 | New |
| Parallel Advisors, LLC | 6,707 | $402.3K | 0.01% | +629+10.3% | Added |