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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 6,716 | $402.8K | 0.00% | −105−1.5% | Reduced |
| Walleye Trading LLC | 6,836 | $410.0K | 0.01% | +6,836 | New |
| CX Institutional | 6,843 | $410.0K | 0.01% | −94−1.4% | Reduced |
| Woodward Diversified Capital, LLC | 6,393 | $412.0K | 0.19% | +792+14.1% | Added |
| Picton Mahoney Asset Management | 6,913 | $414.6K | 0.00% | +652+10.4% | Added |
| Penserra Capital Management LLC | 6,964 | $416.0K | 0.00% | +165+2.4% | Added |
| Continuum Advisory, LLC | 6,949 | $416.7K | 0.04% | +111+1.6% | Added |
| Sandro Wealth Management LLC | 7,004 | $420.0K | 0.34% | +525+8.1% | Added |
| Gateway Investment Advisers LLC | 7,073 | $424.2K | 0.00% | +7,073 | New |
| TCW Group Inc | 7,077 | $424.4K | 0.00% | +166+2.4% | Added |
| Mather Group, LLC. | 7,116 | $426.8K | 0.00% | −138−1.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,170 | $430.0K | 0.00% | −1,636−18.6% | Reduced |
| Versant Capital Management, Inc | 7,174 | $430.2K | 0.04% | +936+15.0% | Added |
| Atomi Financial Group, Inc. | 7,222 | $433.1K | 0.01% | +1,072+17.4% | Added |
| Fund Advisors of America Inc | 7,313 | $438.6K | 0.44% | +17+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 7,383 | $442.7K | 0.03% | +1,870+33.9% | Added |
| Atalanta Sosnoff Capital, LLC | 7,405 | $444.1K | 0.01% | +876+13.4% | Added |
| Great Lakes Advisors, LLC | 7,420 | $445.0K | 0.00% | +74+1.0% | Added |
| Perigon Wealth Management, LLC | 7,525 | $451.3K | 0.01% | −197−2.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,547 | $452.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7,560 | $453.4K | 0.00% | +4,123+120.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,599 | $455.7K | 0.00% | −152,525−95.3% | Reduced |
| J. Safra Sarasin Holding AG | 7,660 | $459.4K | 0.01% | +320+4.4% | Added |
| Two Sigma Securities, LLC | 7,669 | $459.9K | 0.05% | +7,669 | New |
| Vestcor Inc | 7,673 | $460.0K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 7,697 | $461.6K | 0.02% | +1,661+27.5% | Added |
| Tema ETFs LLC | 7,700 | $461.8K | 0.03% | +35+0.5% | Added |
| Gladstone Institutional Advisory LLC | 7,769 | $465.9K | 0.02% | −968−11.1% | Reduced |
| Sheets Smith Wealth Management | 7,796 | $467.5K | 0.05% | +55+0.7% | Added |
| Summit Financial, LLC | 7,822 | $469.1K | 0.01% | +103+1.3% | Added |
| Jackson Thornton Asset Management, LLC | 7,352 | $471.8K | 0.04% | +358+5.1% | Added |
| International Private Wealth Advisors LLC | 7,925 | $475.3K | 0.29% | +1,384+21.2% | Added |
| Clearstead Advisors, LLC | 7,931 | $475.6K | 0.00% | −1,377−14.8% | Reduced |
| 1620 Investment Advisors, Inc. | 8,010 | $480.4K | 0.32% | +101+1.3% | Added |
| Polymer Capital Management (US) LLC | 8,031 | $481.6K | 0.07% | +1,404+21.2% | Added |
| Diversified Enterprises, LLC | 8,033 | $481.7K | 0.03% | +128+1.6% | Added |
| Equitable Holdings, Inc. | 8,278 | $484.1K | 0.00% | +1,316+18.9% | Added |
| Fortem Financial Group, LLC | 8,104 | $486.0K | 0.12% | +993+14.0% | Added |
| Advisors Capital Management, LLC | 8,120 | $487.0K | 0.01% | −188−2.3% | Reduced |
| Toth Financial Advisory Corp | 8,280 | $496.6K | 0.05% | +8,280 | New |
| Sagespring Wealth Partners, LLC | 8,444 | $506.4K | 0.01% | +1,068+14.5% | Added |
| FORA Capital, LLC | 8,604 | $515.9K | 0.04% | −42,477−83.2% | Reduced |
| Lynx Investment Advisory | 8,651 | $518.8K | 0.25% | +98+1.1% | Added |
| IFP Advisors, Inc | 8,814 | $528.6K | 0.01% | −1,225−12.2% | Reduced |
| Camden Capital, LLC | 8,898 | $533.6K | 0.04% | +2,739+44.5% | Added |
| Bryn Mawr Trust Co | 8,932 | $535.7K | 0.01% | +8,932 | New |
| VestGen Advisors, LLC | 8,656 | $536.3K | 0.02% | +4,594+113.1% | Added |
| Harbour Capital Advisors, LLC | 8,300 | $540.8K | 0.10% | +8,300 | New |
| Cresset Asset Management, LLC | 9,045 | $542.4K | 0.00% | −4,627−33.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,097 | $545.5K | 0.00% | −4,078−31.0% | Reduced |
| Ballentine Partners, LLC | 9,101 | $545.8K | 0.01% | +79+0.9% | Added |
| Smartleaf Asset Management LLC | 9,572 | $549.9K | 0.02% | +1,209+14.5% | Added |
| Resonant Capital Advisors, LLC | 9,199 | $551.7K | 0.03% | +9,199 | New |
| Waddell & Associates, LLC | 9,202 | $551.8K | 0.03% | +1,386+17.7% | Added |
| Mystic Asset Management, Inc. | 9,216 | $552.7K | 0.13% | +414+4.7% | Added |
| Lecap Asset Management Ltd | 9,257 | $555.1K | 0.21% | −12,084−56.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,330 | $559.5K | 0.02% | −8,088−46.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,700 | $559.9K | 0.30% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 9,375 | $562.2K | 0.23% | +9,375 | New |
| Concurrent Investment Advisors, LLC | 9,464 | $567.6K | 0.01% | −132−1.4% | Reduced |
| Heartland Bank & Trust Co | 9,582 | $574.6K | 0.13% | +303+3.3% | Added |
| Brown Brothers Harriman & Co | 9,661 | $579.4K | 0.00% | +6,539+209.4% | Added |
| Principal Securities, Inc. | 9,732 | $583.6K | 0.01% | −538−5.2% | Reduced |
| Ritholtz Wealth Management | 9,736 | $583.9K | 0.01% | +2,382+32.4% | Added |
| Caerus Investment Advisors, LLC | 9,772 | $586.0K | 0.25% | +256+2.7% | Added |
| Accurate Wealth Management, LLC | 9,166 | $588.4K | 0.07% | +1,374+17.6% | Added |
| Abner Herrman & Brock LLC | 10,000 | $600.0K | 0.07% | +10,000 | New |
| Montchanin Asset Management, LLC | 10,000 | $600.0K | 0.64% | +10,000 | New |
| CWA Asset Management Group, LLC | 10,053 | $602.9K | 0.02% | +10,053 | New |
| United Asset Strategies, Inc. | 10,123 | $607.1K | 0.05% | +10,123 | New |
| GTS Securities LLC | 10,282 | $616.6K | 0.02% | +4,874+90.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,310 | $618.3K | 0.03% | +1,132+12.3% | Added |
| Wealthspire Advisors, LLC | 10,361 | $621.3K | 0.00% | −4,702−31.2% | Reduced |
| SageView Advisory Group, LLC | 10,362 | $621.4K | 0.02% | −1,363−11.6% | Reduced |
| Gateway Wealth Partners, LLC | 10,428 | $625.4K | 0.02% | +10,428 | New |
| Meeder Asset Management Inc | 10,431 | $625.5K | 0.04% | +2,659+34.2% | Added |
| Perbak Capital Partners LLP | 10,437 | $625.9K | 0.15% | +10,437 | New |
| New Wave Wealth Advisors LLC | 10,457 | $627.1K | 0.22% | +846+8.8% | Added |
| Mirabella Financial Services LLP | 10,479 | $628.4K | 0.06% | +10,479 | New |
| Aptus Capital Advisors, LLC | 10,527 | $631.3K | 0.01% | −162−1.5% | Reduced |
| TD Private Client Wealth LLC | 10,551 | $632.7K | 0.01% | +8,060+323.6% | Added |
| Evoke Wealth, LLC | 10,629 | $637.4K | 0.01% | +700+7.1% | Added |
| Compass Wealth Management LLC | 10,700 | $641.7K | 0.16% | −50−0.5% | Reduced |
| Sivia Capital Partners, LLC | 10,893 | $653.3K | 0.13% | −6,405−37.0% | Reduced |
| One Wealth Advisors, LLC | 10,960 | $657.3K | 0.08% | +3,026+38.1% | Added |
| Sagewood Asset Management LP | 11,057 | $663.1K | 0.21% | +1,841+20.0% | Added |
| Transcend Wealth Collective, LLC | 11,094 | $665.3K | 0.05% | +1,527+16.0% | Added |
| EverSource Wealth Advisors, LLC | 11,206 | $672.0K | 0.02% | +1,599+16.6% | Added |
| Squarepoint Ops LLC | 11,297 | $677.5K | 0.00% | −149−1.3% | Reduced |
| Jackson Square Capital, LLC | 11,330 | $679.5K | 0.14% | +11,330 | New |
| NorthCrest Asset Manangement, LLC | 11,167 | $681.1K | 0.02% | −418−3.6% | Reduced |
| Inscription Capital, LLC | 11,371 | $681.9K | 0.07% | +469+4.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,447 | $686.5K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11,477 | $688.3K | 0.02% | +2,607+29.4% | Added |
| Securian Asset Management, Inc | 11,529 | $691.4K | 0.03% | −149−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 11,535 | $691.8K | 0.09% | −664−5.4% | Reduced |
| Commerce Bank | 11,619 | $696.8K | 0.00% | +562+5.1% | Added |
| Frec Markets, Inc. | 11,638 | $697.9K | 0.12% | +5,978+105.6% | Added |
| Laird Norton Trust Company, LLC | 11,653 | $698.8K | 0.02% | −352−2.9% | Reduced |
| Pinnacle Holdings, LLC | 11,657 | $699.1K | 0.23% | 00.0% | Unchanged |