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 | 861 | $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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 194 | $11.8K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 197 | $11.8K | 0.01% | +2+1.0% | Added |
| United Financial Planning Group LLC | 182 | $10.9K | 0.01% | +182 | New |
| Boreal Capital Management LLC | 173 | $10.4K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 173 | $10.4K | 0.00% | +173 | New |
| Creative Financial Designs Inc | 171 | $10.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 170 | $10.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $9.84K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $9.54K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 151 | $9.05K | 0.00% | +151 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $9.00K | 0.00% | −810−84.4% | Reduced |
| Harbor Investment Advisory, LLC | 144 | $8.64K | 0.00% | −209−59.2% | Reduced |
| Prestige Wealth Management Group LLC | 144 | $8.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 144 | $8.64K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 142 | $8.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 141 | $8.46K | 0.00% | +2+1.4% | Added |
| N.E.W. Advisory Services LLC | 132 | $7.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 130 | $7.80K | 0.00% | +8+6.6% | Added |
| Princeton Global Asset Management LLC | 129 | $7.74K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 125 | $7.51K | 0.00% | −52−29.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 121 | $7.26K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 120 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $7.20K | 0.00% | +24+25.0% | Added |
| Hilton Head Capital Partners, LLC | 119 | $7.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $7.02K | 0.00% | +45+62.5% | Added |
| Capital Advisors, Ltd. LLC | 122 | $7.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 116 | $6.96K | 0.00% | +105+954.5% | Added |
| Kerr Financial Planning Corp | 105 | $6.79K | 0.01% | +1+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 112 | $6.72K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 101 | $6.06K | 0.00% | +45+80.4% | Added |
| Signature Resources Capital Management, LLC | 101 | $6.04K | 0.00% | +101 | New |
| Avion Wealth | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $6.00K | 0.00% | +33+49.3% | Added |
| GHP Investment Advisors, Inc. | 97 | $5.82K | 0.00% | +5+5.4% | Added |
| Raffa Wealth Management, LLC | 97 | $5.82K | 0.00% | +48+98.0% | Added |
| South State Corp. | 94 | $5.64K | 0.00% | −91−49.2% | Reduced |
| Key Financial Inc | 91 | $5.46K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 91 | $5.46K | 0.00% | +45+97.8% | Added |
| POM Investment Strategies, LLC | 90 | $5.40K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 86 | $5.16K | 0.00% | +42+95.5% | Added |
| Harvest Fund Management Co., Ltd | 84 | $5.00K | 0.00% | +75+833.3% | Added |
| Stone House Investment Management, LLC | 82 | $4.92K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 80 | $4.81K | 0.00% | +27+50.9% | Added |
| NVWM, LLC | 80 | $4.80K | 0.00% | −30−27.3% | Reduced |
| Clayton Financial Group LLC | 80 | $4.80K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 80 | $4.80K | 0.00% | +33+70.2% | Added |
| Arlington Trust Co LLC | 77 | $4.62K | 0.00% | +77 | New |
| Dogwood Wealth Management LLC | 76 | $4.56K | 0.00% | +76 | New |
| Bangor Savings Bank | 75 | $4.50K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 75 | $4.50K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 74 | $4.44K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 74 | $4.44K | 0.00% | +74 | New |
| Cornerstone Financial Management LLC | 72 | $4.32K | 0.00% | +24+50.0% | Added |
| Clear Street Markets LLC | 70 | $4.20K | 0.00% | −569−89.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 69 | $4.12K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 67 | $4.02K | 0.00% | +56+509.1% | Added |
| Ogorek Anthony Joseph | 68 | $4.00K | 0.00% | −95−58.3% | Reduced |
| Triumph Capital Management | 66 | $3.98K | 0.00% | +8+13.8% | Added |
| Principia Wealth Advisory, LLC | 64 | $3.84K | 0.00% | +15+30.6% | Added |
| Kingdom Financial Group LLC. | 62 | $3.72K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 62 | $3.72K | 0.00% | +46+287.5% | Added |
| Clark Wealth Partners | 61 | $3.66K | 0.00% | −4−6.2% | Reduced |
| TFC Financial Management | 61 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 59 | $3.54K | 0.00% | +14+31.1% | Added |
| JNBA Financial Advisors | 58 | $3.48K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 58 | $3.48K | 0.00% | +14+31.8% | Added |
| Wilkerson Advisory Group LLC | 58 | $3.48K | 0.00% | +58 | New |
| DiNuzzo Private Wealth, Inc. | 56 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 53 | $3.18K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 52 | $3.12K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 52 | $3.12K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $2.76K | 0.00% | +6+15.0% | Added |
| Center for Financial Planning, Inc. | 43 | $2.58K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 43 | $2.58K | 0.00% | +26+152.9% | Added |
| Kilter Group LLC | 38 | $2.28K | 0.00% | −2−5.0% | Reduced |
| HM Payson & Co | 38 | $2.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $2.28K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $2.28K | 0.00% | +38 | New |
| IMG Wealth Management, Inc. | 37 | $2.22K | 0.00% | +23+164.3% | Added |
| Basepoint Wealth LLC | 36 | $2.13K | 0.00% | +1+2.9% | Added |
| Aspect Partners, LLC | 35 | $2.10K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 34 | $2.04K | 0.00% | −330−90.7% | Reduced |
| Bell Investment Advisors, Inc | 34 | $2.04K | 0.00% | −14−29.2% | Reduced |
| PFS Partners, LLC | 30 | $1.80K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 29 | $1.75K | 0.00% | +29 | New |
| Vermillion Wealth Management, Inc. | 29 | $1.74K | 0.00% | +29 | New |
| Financial Consulate, Inc | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $1.56K | 0.00% | +14+116.7% | Added |
| SWAN Capital LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $1.32K | 0.00% | +22 | New |
| HFM Investment Advisors, LLC | 22 | $1.32K | 0.00% | −83−79.0% | Reduced |
| Portus Wealth Advisors, LLC | 20 | $1.20K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 19 | $1.00K | 0.00% | +19 | New |
| Country Trust Bank | 16 | $960 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $960 | 0.00% | +6+60.0% | Added |
| Investors Portfolio Services LLC | 15 | $911 | 0.00% | −1−6.3% | Reduced |