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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 14,125 | $847.1K | 0.06% | +1,373+10.8% | Added |
| Center For Asset Management LLC | 13,667 | $819.7K | 0.41% | +622+4.8% | Added |
| Affinity Investment Advisors, LLC | 13,632 | $817.5K | 0.51% | +2,173+19.0% | Added |
| Banque Cantonale Vaudoise | 13,597 | $816.0K | 0.03% | +1,944+16.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,598 | $815.5K | 0.01% | −124−0.9% | Reduced |
| Groupama Asset Managment | 13,505 | $809.9K | 0.01% | −17,780−56.8% | Reduced |
| Archer Investment Corp | 13,500 | $809.6K | 0.17% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,449 | $806.6K | 0.04% | −739−5.2% | Reduced |
| Bessemer Group Inc | 13,340 | $801.0K | 0.00% | −415−3.0% | Reduced |
| Northern Oak Wealth Management Inc | 13,178 | $790.3K | 0.10% | +1,417+12.0% | Added |
| Clear Harbor Asset Management, LLC | 13,082 | $784.5K | 0.05% | −6,612−33.6% | Reduced |
| Legacy Capital Group California, Inc. | 12,944 | $776.3K | 0.30% | −1,456−10.1% | Reduced |
| Everence Capital Management Inc | 12,820 | $769.0K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 12,780 | $766.4K | 0.05% | +209+1.7% | Added |
| Kera Capital Partners, Inc. | 12,656 | $759.0K | 0.09% | +284+2.3% | Added |
| V-Square Quantitative Management LLC | 12,574 | $754.1K | 0.08% | +579+4.8% | Added |
| William John Sempolinski | 12,518 | $750.7K | 0.38% | −5,000−28.5% | Reduced |
| Rothschild Investment LLC | 12,422 | $744.9K | 0.04% | +3,265+35.7% | Added |
| North Dakota State Investment Board | 12,407 | $744.0K | 0.03% | −2,514−16.8% | Reduced |
| Virtu Financial LLC | 12,310 | $738.0K | 0.03% | +12,310 | New |
| Savvy Advisors, Inc. | 12,039 | $722.0K | 0.02% | +446+3.8% | Added |
| Hennessy Advisors Inc | 12,000 | $719.6K | 0.03% | +2,000+20.0% | Added |
| Sentinus, LLC | 11,944 | $716.3K | 0.06% | +2,036+20.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,896 | $713.4K | 0.01% | +5,296+80.2% | Added |
| Pinnacle Holdings, LLC | 11,657 | $699.1K | 0.23% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 11,653 | $698.8K | 0.02% | −352−2.9% | Reduced |
| Frec Markets, Inc. | 11,638 | $697.9K | 0.12% | +5,978+105.6% | Added |
| Commerce Bank | 11,619 | $696.8K | 0.00% | +562+5.1% | Added |
| Fortis Capital Advisors, LLC | 11,535 | $691.8K | 0.09% | −664−5.4% | Reduced |
| Securian Asset Management, Inc | 11,529 | $691.4K | 0.03% | −149−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 11,477 | $688.3K | 0.02% | +2,607+29.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,447 | $686.5K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,371 | $681.9K | 0.07% | +469+4.3% | Added |
| NorthCrest Asset Manangement, LLC | 11,167 | $681.1K | 0.02% | −418−3.6% | Reduced |
| Jackson Square Capital, LLC | 11,330 | $679.5K | 0.14% | +11,330 | New |
| Squarepoint Ops LLC | 11,297 | $677.5K | 0.00% | −149−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 11,206 | $672.0K | 0.02% | +1,599+16.6% | Added |
| Transcend Wealth Collective, LLC | 11,094 | $665.3K | 0.05% | +1,527+16.0% | Added |
| Sagewood Asset Management LP | 11,057 | $663.1K | 0.21% | +1,841+20.0% | Added |
| One Wealth Advisors, LLC | 10,960 | $657.3K | 0.08% | +3,026+38.1% | Added |
| Sivia Capital Partners, LLC | 10,893 | $653.3K | 0.13% | −6,405−37.0% | Reduced |
| Compass Wealth Management LLC | 10,700 | $641.7K | 0.16% | −50−0.5% | Reduced |
| Evoke Wealth, LLC | 10,629 | $637.4K | 0.01% | +700+7.1% | Added |
| TD Private Client Wealth LLC | 10,551 | $632.7K | 0.01% | +8,060+323.6% | Added |
| Aptus Capital Advisors, LLC | 10,527 | $631.3K | 0.01% | −162−1.5% | Reduced |
| Mirabella Financial Services LLP | 10,479 | $628.4K | 0.06% | +10,479 | New |
| New Wave Wealth Advisors LLC | 10,457 | $627.1K | 0.22% | +846+8.8% | Added |
| Perbak Capital Partners LLP | 10,437 | $625.9K | 0.15% | +10,437 | New |
| Meeder Asset Management Inc | 10,431 | $625.5K | 0.04% | +2,659+34.2% | Added |
| Gateway Wealth Partners, LLC | 10,428 | $625.4K | 0.02% | +10,428 | New |
| SageView Advisory Group, LLC | 10,362 | $621.4K | 0.02% | −1,363−11.6% | Reduced |
| Wealthspire Advisors, LLC | 10,361 | $621.3K | 0.00% | −4,702−31.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,310 | $618.3K | 0.03% | +1,132+12.3% | Added |
| GTS Securities LLC | 10,282 | $616.6K | 0.02% | +4,874+90.1% | Added |
| United Asset Strategies, Inc. | 10,123 | $607.1K | 0.05% | +10,123 | New |
| CWA Asset Management Group, LLC | 10,053 | $602.9K | 0.02% | +10,053 | New |
| 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 |
| Accurate Wealth Management, LLC | 9,166 | $588.4K | 0.07% | +1,374+17.6% | Added |
| Caerus Investment Advisors, LLC | 9,772 | $586.0K | 0.25% | +256+2.7% | Added |
| Ritholtz Wealth Management | 9,736 | $583.9K | 0.01% | +2,382+32.4% | Added |
| Principal Securities, Inc. | 9,732 | $583.6K | 0.01% | −538−5.2% | Reduced |
| Brown Brothers Harriman & Co | 9,661 | $579.4K | 0.00% | +6,539+209.4% | Added |
| Heartland Bank & Trust Co | 9,582 | $574.6K | 0.13% | +303+3.3% | Added |
| Concurrent Investment Advisors, LLC | 9,464 | $567.6K | 0.01% | −132−1.4% | Reduced |
| Oxford Asset Management LLP | 9,375 | $562.2K | 0.23% | +9,375 | New |
| Mark Sheptoff Financial Planning, LLC | 8,700 | $559.9K | 0.30% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 9,330 | $559.5K | 0.02% | −8,088−46.4% | Reduced |
| Lecap Asset Management Ltd | 9,257 | $555.1K | 0.21% | −12,084−56.6% | Reduced |
| Mystic Asset Management, Inc. | 9,216 | $552.7K | 0.13% | +414+4.7% | Added |
| Waddell & Associates, LLC | 9,202 | $551.8K | 0.03% | +1,386+17.7% | Added |
| Resonant Capital Advisors, LLC | 9,199 | $551.7K | 0.03% | +9,199 | New |
| Smartleaf Asset Management LLC | 9,572 | $549.9K | 0.02% | +1,209+14.5% | Added |
| Ballentine Partners, LLC | 9,101 | $545.8K | 0.01% | +79+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,097 | $545.5K | 0.00% | −4,078−31.0% | Reduced |
| Cresset Asset Management, LLC | 9,045 | $542.4K | 0.00% | −4,627−33.8% | Reduced |
| Harbour Capital Advisors, LLC | 8,300 | $540.8K | 0.10% | +8,300 | New |
| VestGen Advisors, LLC | 8,656 | $536.3K | 0.02% | +4,594+113.1% | Added |
| Bryn Mawr Trust Co | 8,932 | $535.7K | 0.01% | +8,932 | New |
| Camden Capital, LLC | 8,898 | $533.6K | 0.04% | +2,739+44.5% | Added |
| IFP Advisors, Inc | 8,814 | $528.6K | 0.01% | −1,225−12.2% | Reduced |
| Lynx Investment Advisory | 8,651 | $518.8K | 0.25% | +98+1.1% | Added |
| FORA Capital, LLC | 8,604 | $515.9K | 0.04% | −42,477−83.2% | Reduced |
| Sagespring Wealth Partners, LLC | 8,444 | $506.4K | 0.01% | +1,068+14.5% | Added |
| Toth Financial Advisory Corp | 8,280 | $496.6K | 0.05% | +8,280 | New |
| Advisors Capital Management, LLC | 8,120 | $487.0K | 0.01% | −188−2.3% | Reduced |
| Fortem Financial Group, LLC | 8,104 | $486.0K | 0.12% | +993+14.0% | Added |
| Equitable Holdings, Inc. | 8,278 | $484.1K | 0.00% | +1,316+18.9% | Added |
| Diversified Enterprises, LLC | 8,033 | $481.7K | 0.03% | +128+1.6% | Added |
| Polymer Capital Management (US) LLC | 8,031 | $481.6K | 0.07% | +1,404+21.2% | Added |
| 1620 Investment Advisors, Inc. | 8,010 | $480.4K | 0.32% | +101+1.3% | Added |
| Clearstead Advisors, LLC | 7,931 | $475.6K | 0.00% | −1,377−14.8% | Reduced |
| International Private Wealth Advisors LLC | 7,925 | $475.3K | 0.29% | +1,384+21.2% | Added |
| Jackson Thornton Asset Management, LLC | 7,352 | $471.8K | 0.04% | +358+5.1% | Added |
| Summit Financial, LLC | 7,822 | $469.1K | 0.01% | +103+1.3% | Added |
| Sheets Smith Wealth Management | 7,796 | $467.5K | 0.05% | +55+0.7% | Added |
| Gladstone Institutional Advisory LLC | 7,769 | $465.9K | 0.02% | −968−11.1% | Reduced |
| Tema ETFs LLC | 7,700 | $461.8K | 0.03% | +35+0.5% | Added |
| Summitry LLC | 7,697 | $461.6K | 0.02% | +1,661+27.5% | Added |
| Vestcor Inc | 7,673 | $460.0K | 0.01% | 00.0% | Unchanged |