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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 7,669 | $459.9K | 0.05% | +7,669 | New |
| J. Safra Sarasin Holding AG | 7,660 | $459.4K | 0.01% | +320+4.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,599 | $455.7K | 0.00% | −152,525−95.3% | Reduced |
| Huntington National Bank | 7,560 | $453.4K | 0.00% | +4,123+120.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,547 | $452.6K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,525 | $451.3K | 0.01% | −197−2.6% | Reduced |
| Great Lakes Advisors, LLC | 7,420 | $445.0K | 0.00% | +74+1.0% | Added |
| Atalanta Sosnoff Capital, LLC | 7,405 | $444.1K | 0.01% | +876+13.4% | Added |
| Beese Fulmer Investment Management, Inc. | 7,383 | $442.7K | 0.03% | +1,870+33.9% | Added |
| Fund Advisors of America Inc | 7,313 | $438.6K | 0.44% | +17+0.2% | Added |
| Atomi Financial Group, Inc. | 7,222 | $433.1K | 0.01% | +1,072+17.4% | Added |
| Versant Capital Management, Inc | 7,174 | $430.2K | 0.04% | +936+15.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,170 | $430.0K | 0.00% | −1,636−18.6% | Reduced |
| Mather Group, LLC. | 7,116 | $426.8K | 0.00% | −138−1.9% | Reduced |
| TCW Group Inc | 7,077 | $424.4K | 0.00% | +166+2.4% | Added |
| Gateway Investment Advisers LLC | 7,073 | $424.2K | 0.00% | +7,073 | New |
| Sandro Wealth Management LLC | 7,004 | $420.0K | 0.34% | +525+8.1% | Added |
| Continuum Advisory, LLC | 6,949 | $416.7K | 0.04% | +111+1.6% | Added |
| Penserra Capital Management LLC | 6,964 | $416.0K | 0.00% | +165+2.4% | Added |
| Picton Mahoney Asset Management | 6,913 | $414.6K | 0.00% | +652+10.4% | Added |
| Woodward Diversified Capital, LLC | 6,393 | $412.0K | 0.19% | +792+14.1% | Added |
| CX Institutional | 6,843 | $410.0K | 0.01% | −94−1.4% | Reduced |
| Walleye Trading LLC | 6,836 | $410.0K | 0.01% | +6,836 | New |
| Brookstone Capital Management | 6,716 | $402.8K | 0.00% | −105−1.5% | Reduced |
| Parallel Advisors, LLC | 6,707 | $402.3K | 0.01% | +629+10.3% | Added |
| Severin Investments, LLC | 6,681 | $400.6K | 0.34% | +6,681 | New |
| Gilbert & Cook, Inc. | 6,663 | $399.6K | 0.05% | +104+1.6% | Added |
| Signaturefd, LLC | 6,636 | $397.9K | 0.01% | +705+11.9% | Added |
| Sym Financial Corp | 6,618 | $396.9K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,579 | $394.5K | 0.03% | +313+5.0% | Added |
| Ellevest, Inc. | 6,578 | $394.5K | 0.05% | −920−12.3% | Reduced |
| TCG Advisory Services, LLC | 6,568 | $393.9K | 0.01% | +996+17.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,448 | $386.7K | 0.02% | −2,287−26.2% | Reduced |
| Van Eck Associates Corp | 6,440 | $386.0K | 0.00% | +631+10.9% | Added |
| KC Investment Advisors, LLC | 6,419 | $384.9K | 0.09% | +48+0.8% | Added |
| EP Wealth Advisors, LLC | 6,409 | $384.3K | 0.00% | +809+14.4% | Added |
| Klingenstein Fields & Co LP | 6,402 | $383.9K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,393 | $383.4K | 0.02% | +58+0.9% | Added |
| DGS Capital Management, LLC | 6,381 | $382.7K | 0.06% | +1,962+44.4% | Added |
| Ferguson Wellman Capital Management, Inc | 6,349 | $380.8K | 0.01% | −10−0.2% | Reduced |
| Arkadios Wealth Advisors | 6,330 | $379.6K | 0.01% | +573+10.0% | Added |
| Virtus Wealth Solutions LLC | 6,318 | $378.9K | 0.07% | +6,318 | New |
| Parsons Capital Management Inc | 6,271 | $376.1K | 0.02% | +6,271 | New |
| Sowell Financial Services LLC | 6,248 | $374.7K | 0.01% | +780+14.3% | Added |
| Siemens Fonds Invest GmbH | 6,234 | $373.9K | 0.02% | +302+5.1% | Added |
| HBK Sorce Advisory LLC | 5,817 | $370.7K | 0.01% | −292−4.8% | Reduced |
| AlphaCore Capital LLC | 6,153 | $369.0K | 0.01% | +3,832+165.1% | Added |
| Whittier Trust Co | 5,981 | $367.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,066 | $363.8K | 0.01% | +1,294+27.1% | Added |
| Crumly & Associates Inc. | 6,039 | $362.2K | 0.08% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,979 | $358.5K | 0.19% | −228−3.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,975 | $358.3K | 0.23% | −1,655−21.7% | Reduced |
| Umb Bank N A | 5,966 | $357.8K | 0.00% | −3−0.1% | Reduced |
| Pointe Capital Management LLC | 5,963 | $357.6K | 0.18% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,920 | $355.0K | 0.02% | −397−6.3% | Reduced |
| Beacon Pointe Advisors, LLC | 5,870 | $352.0K | 0.00% | +5,870 | New |
| Prelude Capital Management, LLC | 5,862 | $351.5K | 0.03% | +1,621+38.2% | Added |
| LCNB Corp | 5,805 | $348.1K | 0.12% | +1,365+30.7% | Added |
| Quantitative Investment Management, LLC | 5,819 | $348.0K | 0.04% | −5,826−50.0% | Reduced |
| Norden Group LLC | 5,783 | $346.8K | 0.03% | +230+4.1% | Added |
| Ponta Wealth Partners, LLC | 5,601 | $335.9K | 0.27% | +5,601 | New |
| Soltis Investment Advisors LLC | 5,569 | $334.0K | 0.02% | +1,213+27.8% | Added |
| Parcion Private Wealth LLC | 5,535 | $331.9K | 0.02% | +297+5.7% | Added |
| Hall Capital Management Co Inc | 5,089 | $331.0K | 0.12% | −802−13.6% | Reduced |
| We Are One Seven, LLC | 5,506 | $330.2K | 0.01% | +236+4.5% | Added |
| Biltmore Family Office, LLC | 5,485 | $328.9K | 0.05% | +5,485 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,459 | $327.4K | 0.02% | +7+0.1% | Added |
| Daymark Wealth Partners, LLC | 5,449 | $326.8K | 0.01% | +5,449 | New |
| Panagora Asset Management Inc | 5,446 | $326.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5,380 | $325.9K | 0.07% | +357+7.1% | Added |
| Journey Strategic Wealth LLC | 5,430 | $325.7K | 0.01% | +1,448+36.4% | Added |
| Wick Capital Partners, LLC | 5,391 | $323.3K | 0.06% | +133+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 5,385 | $322.9K | 0.08% | +623+13.1% | Added |
| Nicolet Bankshares Inc | 5,340 | $320.2K | 0.01% | +5,340 | New |
| Profund Advisors LLC | 5,314 | $318.7K | 0.01% | −1,220−18.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,303 | $318.0K | 0.00% | −24,192−82.0% | Reduced |
| Tocqueville Asset Management L.P. | 5,281 | $316.7K | 0.00% | +64+1.2% | Added |
| Lincoln Capital Corp | 5,217 | $312.9K | 0.12% | −963−15.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,188 | $311.1K | 0.00% | −2,036−28.2% | Reduced |
| GenTrust, LLC | 5,169 | $310.0K | 0.01% | +1,049+25.5% | Added |
| Iams Wealth Management, LLC | 5,114 | $306.7K | 0.11% | +1,100+27.4% | Added |
| Boston Private Wealth LLC | 5,106 | $306.2K | 0.02% | −10.0% | Reduced |
| Impact Partnership Wealth, LLC | 5,101 | $305.9K | 0.04% | +5,101 | New |
| Cidel Asset Management Inc | 5,088 | $305.1K | 0.02% | +458+9.9% | Added |
| Fieldview Capital Management, LLC | 5,029 | $301.6K | 0.09% | +5,029 | New |
| Sapient Capital LLC | 4,991 | $299.3K | 0.00% | +284+6.0% | Added |
| Elevated Financial Group LLC | 4,988 | $299.1K | 0.10% | −491−9.0% | Reduced |
| Prospera Financial Services Inc | 4,984 | $298.9K | 0.00% | +1,324+36.2% | Added |
| Ostrum Asset Management | 4,977 | $298.5K | 0.02% | +2,786+127.2% | Added |
| Paragon Capital Management Ltd | 4,968 | $298.0K | 0.06% | −227−4.4% | Reduced |
| Poinciana Advisors Group, LLC | 4,968 | $297.9K | 0.24% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4,960 | $297.5K | 0.06% | −324−6.1% | Reduced |
| Walleye Capital LLC | 4,951 | $296.9K | 0.00% | −9,715−66.2% | Reduced |
| Trust Asset Management LLC | 4,948 | $296.7K | 0.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 4,923 | $295.2K | 0.00% | −213−4.1% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 4,914 | $294.7K | 0.18% | +4,914 | New |
| Exencial Wealth Advisors, LLC | 4,907 | $294.3K | 0.01% | −339−6.5% | Reduced |
| Oakmont Investment Advisors, Inc. | 4,881 | $292.8K | 0.27% | +4,881 | New |
| Drucker Wealth 3.0, LLC | 4,844 | $290.5K | 0.05% | +28+0.6% | Added |
| Waterloo Capital, L.P. | 4,822 | $289.2K | 0.02% | +637+15.2% | Added |