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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 4,821 | $289.1K | 0.02% | +1,215+33.7% | Added |
| Armis Advisers, LLC | 4,764 | $287.9K | 0.03% | +15+0.3% | Added |
| Hoxton Planning & Management, LLC | 4,794 | $287.5K | 0.09% | +37+0.8% | Added |
| State of Wyoming | 4,774 | $286.3K | 0.03% | +2,979+166.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,744 | $284.5K | 0.01% | +4,744 | New |
| AlphaGrep UK Ltd | 4,742 | $284.4K | 0.08% | +4,742 | New |
| Fort Washington Investment Advisors Inc | 4,718 | $282.9K | 0.00% | −3,264−40.9% | Reduced |
| 71 West Capital Partners | 4,677 | $280.5K | 0.01% | +4,677 | New |
| Abel Hall, LLC | 4,657 | $279.3K | 0.06% | +4,657 | New |
| Optas, LLC | 4,625 | $277.4K | 0.04% | −4,475−49.2% | Reduced |
| Change Path, LLC | 4,618 | $276.9K | 0.01% | −231−4.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,605 | $276.1K | 0.04% | −87−1.9% | Reduced |
| Gradient Capital Advisors, LLC | 4,575 | $274.4K | 0.07% | 00.0% | Unchanged |
| American Trust | 4,502 | $270.0K | 0.02% | −239−5.0% | Reduced |
| Cozad Asset Management Inc | 4,502 | $270.0K | 0.02% | +4,502 | New |
| Ancora Advisors, LLC | 4,500 | $269.9K | 0.01% | +225+5.3% | Added |
| PDS Planning, Inc | 4,492 | $269.4K | 0.02% | −12−0.3% | Reduced |
| Orion Capital Management LLC | 4,475 | $268.4K | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,474 | $268.3K | 0.05% | +4,474 | New |
| CRA Financial Services, LLC | 4,473 | $268.2K | 0.03% | −4−0.1% | Reduced |
| Capital Performance Advisors LLP | 4,465 | $267.8K | 0.02% | +764+20.6% | Added |
| Advyzon Investment Management, LLC | 4,445 | $266.5K | 0.02% | +4,445 | New |
| Signal Advisors Wealth, LLC | 4,407 | $264.3K | 0.02% | +291+7.1% | Added |
| Ipswich Investment Management Co., Inc. | 4,374 | $262.3K | 0.06% | −250−5.4% | Reduced |
| Knightsbridge Asset Management, LLC | 4,348 | $260.8K | 0.04% | +538+14.1% | Added |
| Decision Investments, Inc | 4,340 | $260.3K | 0.30% | +20+0.5% | Added |
| TFB Advisors LLC | 4,285 | $257.0K | 0.13% | +45+1.1% | Added |
| RFG Advisory, LLC | 4,218 | $253.0K | 0.00% | +513+13.8% | Added |
| Regal Investment Advisors LLC | 4,186 | $251.0K | 0.01% | +4,186 | New |
| Legacy Advisors, LLC | 4,172 | $250.2K | 0.03% | +372+9.8% | Added |
| Family Management Corp | 4,168 | $250.0K | 0.03% | +320+8.3% | Added |
| Twinbeech Capital LP | 4,161 | $249.5K | 0.03% | +4,161 | New |
| McGlone Suttner Wealth Management, Inc. | 4,142 | $248.4K | 0.03% | +667+19.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,130 | $247.6K | 0.01% | +4,130 | New |
| Hidden Cove Wealth Management, LLC | 4,128 | $247.6K | 0.16% | +240+6.2% | Added |
| International Assets Investment Management, LLC | 4,076 | $246.9K | 0.02% | −336−7.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,091 | $245.3K | 0.01% | −3,394−45.3% | Reduced |
| Trustmark National Bank Trust Department | 4,080 | $244.7K | 0.02% | +4,080 | New |
| Excalibur Management Corp | 4,065 | $243.8K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,061 | $243.5K | 0.03% | −25−0.6% | Reduced |
| Patton Fund Management, Inc. | 4,057 | $243.3K | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,046 | $242.6K | 0.01% | +532+15.1% | Added |
| Crestwood Advisors Group LLC | 4,043 | $242.4K | 0.00% | +4,043 | New |
| Richardson Financial Services Inc. | 4,038 | $242.2K | 0.15% | −145−3.5% | Reduced |
| Advisor OS, LLC | 4,013 | $240.7K | 0.02% | +30+0.8% | Added |
| WESPAC Advisors, LLC | 3,975 | $238.4K | 0.13% | +3,975 | New |
| QTR Family Wealth, LLC | 3,641 | $236.2K | 0.10% | +321+9.7% | Added |
| Volterra Technologies LP | 3,937 | $236.1K | 0.17% | +3,937 | New |
| Cigna Investments Inc | 3,935 | $236.0K | 0.04% | −412−9.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,887 | $233.1K | 0.07% | −10.0% | Reduced |
| Avantra Family Wealth, Inc. | 3,866 | $231.8K | 0.17% | +3,866 | New |
| Systematic Alpha Investments, LLC | 3,860 | $231.5K | 0.01% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,858 | $231.4K | 0.03% | −799−17.2% | Reduced |
| WSFS Capital Management, LLC | 3,815 | $228.8K | 0.01% | +3,815 | New |
| Ameritas Investment Partners, Inc. | 3,811 | $228.5K | 0.01% | −121−3.1% | Reduced |
| Check Capital Management Inc | 3,800 | $227.9K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 3,791 | $227.3K | 0.05% | +365+10.7% | Added |
| Snowden Capital Advisors LLC | 3,705 | $222.2K | 0.01% | +3,705 | New |
| Ashton Thomas Private Wealth, LLC | 3,698 | $221.8K | 0.01% | +3,698 | New |
| Clark Capital Management Group, Inc. | 3,697 | $221.7K | 0.00% | +103+2.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,634 | $217.9K | 0.01% | +56+1.6% | Added |
| Prime Capital Investment Advisors, LLC | 3,626 | $217.5K | 0.00% | +94+2.7% | Added |
| Cornerstone Wealth Group, LLC | 3,316 | $216.5K | 0.01% | +3,316 | New |
| Bahl & Gaynor Inc | 3,540 | $212.3K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 3,537 | $212.1K | 0.00% | −205,463−98.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,535 | $212.0K | 0.01% | −2,990−45.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,531 | $211.8K | 0.01% | +3,531 | New |
| Range Advisory, LLC | 3,518 | $210.9K | 0.04% | +3,518 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,500 | $209.9K | 0.01% | +3,500 | New |
| S&CO Inc | 3,500 | $209.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,433 | $205.9K | 0.00% | +3,433 | New |
| GeoWealth Management, LLC | 3,427 | $205.5K | 0.01% | +3,427 | New |
| Lombard Odier Asset Management (USA) Corp | 3,424 | $205.3K | 0.11% | +3,424 | New |
| Traphagen Investment Advisors LLC | 3,417 | $204.9K | 0.02% | +3,417 | New |
| Kennedy Capital Management, Inc. | 3,408 | $204.4K | 0.00% | −19−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,383 | $202.9K | 0.00% | +3,383 | New |
| Drive Wealth Management, LLC | 3,380 | $202.7K | 0.04% | +3,380 | New |
| Fielder Capital Group LLC | 3,366 | $201.8K | 0.04% | +3,366 | New |
| Planned Solutions, Inc. | 3,353 | $201.1K | 0.07% | +3,353 | New |
| Diversify Wealth Management, LLC | 3,113 | $200.5K | 0.00% | +3,113 | New |
| Dorsey & Whitney Trust CO LLC | 3,340 | $200.3K | 0.01% | +3,340 | New |
| Legacy Financial Advisors, Inc. | 3,336 | $200.1K | 0.03% | +3,336 | New |
| Quent Capital, LLC | 3,300 | $197.9K | 0.01% | −210−6.0% | Reduced |
| Natixis | 3,266 | $195.9K | 0.00% | −467,354−99.3% | Reduced |
| Advisors Asset Management, Inc. | 3,224 | $193.3K | 0.00% | +3,224 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $191.9K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 3,212 | $184.5K | 0.00% | +316+10.9% | Added |
| Beacon Investment Advisory Services, Inc. | 3,060 | $183.5K | 0.01% | −1,767−36.6% | Reduced |
| Hamilton Capital Partners Inc. | 3,015 | $180.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,808 | $168.4K | 0.01% | +1,380+96.6% | Added |
| Raleigh Capital Management Inc. | 2,762 | $165.6K | 0.06% | +55+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,721 | $163.2K | 0.00% | −1,535−36.1% | Reduced |
| FIL Ltd | 2,648 | $158.8K | 0.00% | +2,648 | New |
| Key Capital Management, INC | 2,535 | $152.0K | 0.10% | +625+32.7% | Added |
| Massmutual Trust Co FSB | 2,233 | $133.9K | 0.00% | −314−12.3% | Reduced |
| Armstrong Advisory Group, Inc | 2,138 | $128.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,097 | $125.8K | 0.04% | +868+70.6% | Added |
| Legacy Wealth Managment, LLC | 2,080 | $124.7K | 0.06% | +236+12.8% | Added |
| LRI Investments, LLC | 2,017 | $121.0K | 0.01% | +217+12.1% | Added |
| Ronald Blue Trust, Inc. | 2,009 | $120.5K | 0.00% | −812−28.8% | Reduced |