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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,896 | $713.4K | 0.01% | +5,296+80.2% | Added |
| Sentinus, LLC | 11,944 | $716.3K | 0.06% | +2,036+20.5% | Added |
| Hennessy Advisors Inc | 12,000 | $719.6K | 0.03% | +2,000+20.0% | Added |
| Savvy Advisors, Inc. | 12,039 | $722.0K | 0.02% | +446+3.8% | Added |
| Virtu Financial LLC | 12,310 | $738.0K | 0.03% | +12,310 | New |
| North Dakota State Investment Board | 12,407 | $744.0K | 0.03% | −2,514−16.8% | Reduced |
| Rothschild Investment LLC | 12,422 | $744.9K | 0.04% | +3,265+35.7% | Added |
| William John Sempolinski | 12,518 | $750.7K | 0.38% | −5,000−28.5% | Reduced |
| V-Square Quantitative Management LLC | 12,574 | $754.1K | 0.08% | +579+4.8% | Added |
| Kera Capital Partners, Inc. | 12,656 | $759.0K | 0.09% | +284+2.3% | Added |
| MUFG Securities Americas Inc. | 12,780 | $766.4K | 0.05% | +209+1.7% | Added |
| Everence Capital Management Inc | 12,820 | $769.0K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 12,944 | $776.3K | 0.30% | −1,456−10.1% | Reduced |
| Clear Harbor Asset Management, LLC | 13,082 | $784.5K | 0.05% | −6,612−33.6% | Reduced |
| Northern Oak Wealth Management Inc | 13,178 | $790.3K | 0.10% | +1,417+12.0% | Added |
| Bessemer Group Inc | 13,340 | $801.0K | 0.00% | −415−3.0% | Reduced |
| Csenge Advisory Group | 13,449 | $806.6K | 0.04% | −739−5.2% | Reduced |
| Archer Investment Corp | 13,500 | $809.6K | 0.17% | 00.0% | Unchanged |
| Groupama Asset Managment | 13,505 | $809.9K | 0.01% | −17,780−56.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,598 | $815.5K | 0.01% | −124−0.9% | Reduced |
| Banque Cantonale Vaudoise | 13,597 | $816.0K | 0.03% | +1,944+16.7% | Added |
| Affinity Investment Advisors, LLC | 13,632 | $817.5K | 0.51% | +2,173+19.0% | Added |
| Center For Asset Management LLC | 13,667 | $819.7K | 0.41% | +622+4.8% | Added |
| Silver Oak Securities, Inc | 14,125 | $847.1K | 0.06% | +1,373+10.8% | Added |
| Greenleaf Trust | 14,253 | $854.8K | 0.01% | +258+1.8% | Added |
| 44 Wealth Management LLC | 14,338 | $859.9K | 0.30% | +7,278+103.1% | Added |
| Carl P. Sherr & Co., LLC | 14,357 | $861.0K | 0.40% | −10.0% | Reduced |
| Myriad Asset Management Advisors LLC | 14,387 | $863.0K | 0.25% | +14,387 | New |
| Lido Advisors, LLC | 14,388 | $863.0K | 0.00% | −271−1.8% | Reduced |
| Warren Averett Asset Management, LLC | 14,421 | $864.8K | 0.01% | +5,098+54.7% | Added |
| Sterling Capital Management LLC | 14,460 | $867.2K | 0.02% | −10,988−43.2% | Reduced |
| D.A. Davidson & Co. | 14,481 | $868.4K | 0.01% | −10−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 14,625 | $877.1K | 0.01% | −713−4.6% | Reduced |
| E. Ohman J:or Asset Management AB | 14,701 | $881.6K | 0.02% | −2,699−15.5% | Reduced |
| MAI Capital Management | 14,736 | $883.7K | 0.01% | +5,739+63.8% | Added |
| RSM US Wealth Management LLC | 14,799 | $887.5K | 0.01% | +61+0.4% | Added |
| De Lisle Partners LLP | 14,863 | $891.3K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 14,966 | $897.5K | 0.00% | −233−1.5% | Reduced |
| Gotham Asset Management, LLC | 14,982 | $898.5K | 0.00% | +694+4.9% | Added |
| Brown Advisory Inc | 15,022 | $900.9K | 0.00% | +112+0.8% | Added |
| Simplicity Wealth,LLC | 15,102 | $905.6K | 0.05% | +49+0.3% | Added |
| Kestra Advisory Services, LLC | 15,118 | $906.7K | 0.00% | +998+7.1% | Added |
| Bluesphere Advisors, LLC | 15,180 | $910.3K | 0.32% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 15,306 | $917.9K | 0.10% | −9,798−39.0% | Reduced |
| Blair William & Co | 15,330 | $919.4K | 0.00% | −886−5.5% | Reduced |
| SRS Capital Advisors, Inc. | 15,577 | $934.2K | 0.03% | +34+0.2% | Added |
| Independent Financial Group, LLC | 15,620 | $936.7K | 0.02% | −2,580−14.2% | Reduced |
| Saudi Central Bank | 15,853 | $950.7K | 0.02% | +15,853 | New |
| Empirical Finance, LLC | 15,891 | $953.0K | 0.04% | −53−0.3% | Reduced |
| Centennial Wealth Advisory LLC | 15,895 | $953.2K | 0.23% | +3,409+27.3% | Added |
| Par Capital Management Inc | 16,000 | $959.5K | 0.03% | +16,000 | New |
| Storebrand Asset Management AS | 16,033 | $961.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,142 | $968.0K | 0.01% | +6,102+60.8% | Added |
| Wedmont Private Capital | 15,185 | $968.5K | 0.03% | +1,722+12.8% | Added |
| Advisory Services Network, LLC | 16,483 | $988.4K | 0.01% | +3,703+29.0% | Added |
| Canada Pension Plan Investment Board | 16,500 | $989.5K | 0.00% | +16,500 | New |
| Weiss Asset Management LP | 16,860 | $1.01M | 0.02% | +16,860 | New |
| Pekin Hardy Strauss, Inc. | 17,046 | $1.02M | 0.11% | −4,524−21.0% | Reduced |
| CSS LLC | 17,080 | $1.02M | 0.06% | −2,470−12.6% | Reduced |
| WealthTrust Asset Management, LLC | 17,131 | $1.03M | 0.61% | +512+3.1% | Added |
| MUFG Securities EMEA plc | 17,423 | $1.04M | 0.02% | −91,784−84.0% | Reduced |
| Savant Capital, LLC | 17,712 | $1.06M | 0.01% | +3,657+26.0% | Added |
| Elevated Capital Advisors, LLC | 17,752 | $1.06M | 0.27% | +969+5.8% | Added |
| Quadrant Capital Group LLC | 18,062 | $1.08M | 0.03% | +129+0.7% | Added |
| Metis Global Partners, LLC | 18,215 | $1.09M | 0.03% | +4,432+32.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,267 | $1.10M | 0.05% | +242+1.3% | Added |
| Benjamin Edwards Inc | 18,316 | $1.10M | 0.01% | +718+4.1% | Added |
| Newman Dignan & Sheerar, Inc. | 18,425 | $1.10M | 0.23% | −590−3.1% | Reduced |
| Pallas Capital Advisors LLC | 18,704 | $1.12M | 0.04% | −1,758−8.6% | Reduced |
| Evolve Private Wealth, LLC | 18,769 | $1.13M | 0.06% | +1,329+7.6% | Added |
| Vise Technologies, Inc. | 19,415 | $1.13M | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,936 | $1.14M | 0.47% | +4,200+28.5% | Added |
| Fox Run Management, L.L.C. | 19,802 | $1.14M | 0.20% | +12,860+185.2% | Added |
| PVG Asset Management Corp | 17,245 | $1.15M | 0.68% | +17,245 | New |
| SeaCrest Wealth Management, LLC | 19,283 | $1.16M | 0.12% | +119+0.6% | Added |
| Cox Capital Mgt LLC | 19,509 | $1.17M | 0.78% | +19,509 | New |
| Tokio Marine Asset Management Co Ltd | 19,515 | $1.17M | 0.04% | +1,965+11.2% | Added |
| ING Groep NV | 19,536 | $1.17M | 0.01% | −523−2.6% | Reduced |
| Fort Sheridan Advisors LLC | 19,646 | $1.18M | 0.14% | 00.0% | Unchanged |
| Romano Brothers and Company | 19,867 | $1.19M | 0.14% | −500−2.5% | Reduced |
| New Mexico Educational Retirement Board | 19,900 | $1.19M | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19,982 | $1.20M | 0.06% | +1,394+7.5% | Added |
| Belpointe Asset Management LLC | 20,014 | $1.20M | 0.04% | +7,815+64.1% | Added |
| Loomis Sayles & Co L P | 20,498 | $1.23M | 0.00% | +20,498 | New |
| Aaron Wealth Advisors | 20,711 | $1.24M | 0.07% | −174−0.8% | Reduced |
| Bleakley Financial Group, LLC | 20,721 | $1.24M | 0.02% | +2,786+15.5% | Added |
| Oppenheimer & Co Inc | 20,794 | $1.25M | 0.02% | −30−0.1% | Reduced |
| RMB Capital Management, LLC | 21,167 | $1.27M | 0.02% | −27−0.1% | Reduced |
| Coldstream Capital Management Inc | 21,174 | $1.27M | 0.02% | +2,900+15.9% | Added |
| Fig Financial Advisory Services Inc | 21,214 | $1.27M | 0.80% | +289+1.4% | Added |
| Qsemble Capital Management, LP | 21,244 | $1.27M | 0.10% | +21,244 | New |
| Strategic Advisors LLC | 21,270 | $1.28M | 0.21% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 21,352 | $1.28M | 0.00% | −21,478−50.1% | Reduced |
| Phoenix Holdings Ltd. | 21,356 | $1.28M | 0.01% | +21,356 | New |
| Minerva Advisors LLC | 21,485 | $1.29M | 0.83% | 00.0% | Unchanged |
| M&T Bank Corp | 21,635 | $1.30M | 0.00% | +1,705+8.6% | Added |
| Maryland State Retirement & Pension System | 21,678 | $1.30M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,700 | $1.30M | 0.02% | −200−0.9% | Reduced |
| Everhart Financial Group, Inc. | 21,792 | $1.31M | 0.11% | +4,463+25.8% | Added |
| Tower Research Capital LLC (TRC) | 21,809 | $1.31M | 0.03% | +15,236+231.8% | Added |