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 |
|---|---|---|---|---|---|
| Pier 88 Investment Partners LLC | 2,000 | $119.9K | 0.03% | −45,100−95.8% | Reduced |
| Johnson Financial Group, Inc. | 1,873 | $112.3K | 0.00% | −474−20.2% | Reduced |
| Harbour Investments, Inc. | 1,851 | $111.0K | 0.00% | +841+83.3% | Added |
| Parkside Financial Bank & Trust | 1,836 | $110.1K | 0.01% | −111−5.7% | Reduced |
| CVA Family Office, LLC | 1,813 | $108.7K | 0.01% | +416+29.8% | Added |
| First Financial Corp | 1,800 | $107.9K | 0.04% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,791 | $107.4K | 0.07% | −2,318−56.4% | Reduced |
| REAP Financial Group, LLC | 1,749 | $104.9K | 0.02% | +795+83.3% | Added |
| Zions Bancorporation, National Association | 1,679 | $100.7K | 0.01% | +251+17.6% | Added |
| Private Trust Co NA | 1,584 | $95.0K | 0.01% | +51+3.3% | Added |
| Cromwell Holdings LLC | 1,513 | $90.7K | 0.05% | +11+0.7% | Added |
| Atlas Capital Advisors LLC | 1,486 | $89.1K | 0.01% | +391+35.7% | Added |
| Gen-Wealth Partners Inc | 1,421 | $85.2K | 0.03% | +5+0.4% | Added |
| SJS Investment Consulting Inc. | 1,388 | $83.2K | 0.01% | +38+2.8% | Added |
| Basecamp Wealth Advisors LLC | 1,369 | $82.1K | 0.02% | +93+7.3% | Added |
| Corsicana & Co. | 2,000 | $81.9K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,360 | $81.6K | 0.00% | +2+0.1% | Added |
| Manchester Capital Management LLC | 1,213 | $72.7K | 0.01% | −176−12.7% | Reduced |
| IFG Advisory, LLC | 1,200 | $72.0K | 0.21% | −6,691−84.8% | Reduced |
| Delta Asset Management LLC | 1,198 | $71.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,181 | $71.5K | 0.05% | −145−10.9% | Reduced |
| Capula Management Ltd | 1,185 | $71.1K | 0.00% | +1,185 | New |
| Ameriflex Group, Inc. | 1,161 | $69.6K | 0.04% | −444−27.7% | Reduced |
| Salem Investment Counselors Inc | 1,135 | $68.1K | 0.00% | +1,135 | New |
| Grove Bank & Trust | 1,107 | $66.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,106 | $66.3K | 0.00% | +1,048+1,806.9% | Added |
| Board of the Pension Protection Fund | 1,100 | $66.0K | 0.06% | −200−15.4% | Reduced |
| Owl Creek Wealth Partners LLC | 1,062 | $63.7K | 0.02% | +1,062 | New |
| Pension & Wealth Management Advisors, Inc. | 1,023 | $61.4K | 0.02% | −287−21.9% | Reduced |
| SBI Securities Co., Ltd. | 974 | $58.4K | 0.00% | −102−9.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 935 | $56.1K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 924 | $55.4K | 0.00% | +924 | New |
| Central Trust Co | 920 | $55.2K | 0.00% | −202−18.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 878 | $52.7K | 0.05% | −15−1.7% | Reduced |
| Westpac Banking Corp | 824 | $49.4K | 0.00% | −582−41.4% | Reduced |
| Bruce G. Allen Investments, LLC | 798 | $47.9K | 0.03% | −115−12.6% | Reduced |
| Oslo Pensjonsforsikring AS | 780 | $46.8K | 0.01% | +780 | New |
| Geneos Wealth Management Inc. | 775 | $46.5K | 0.00% | +502+183.9% | Added |
| Fortitude Family Office, LLC | 766 | $45.9K | 0.01% | +56+7.9% | Added |
| True Wealth Design, LLC | 737 | $44.2K | 0.01% | +24+3.4% | Added |
| Canton Hathaway, LLC | 730 | $43.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 694 | $41.6K | 0.00% | −39−5.3% | Reduced |
| GoalVest Advisory LLC | 680 | $40.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 655 | $39.3K | 0.00% | +179+37.6% | Added |
| Wealth Preservation Advisors, LLC | 625 | $37.5K | 0.03% | +425+212.5% | Added |
| Valley National Advisers Inc | 608 | $36.0K | 0.00% | −3−0.5% | Reduced |
| Quarry LP | 600 | $36.0K | 0.01% | −1,922−76.2% | Reduced |
| Southern Michigan Bank & Trust | 600 | $36.0K | 0.01% | +600 | New |
| Bank of New Hampshire | 550 | $33.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 539 | $32.3K | 0.01% | +26+5.1% | Added |
| Crewe Advisors LLC | 537 | $32.2K | 0.00% | +12+2.3% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 448 | $26.9K | 0.01% | +448 | New |
| University of Texas/Texas Am Investment Managment Co | 445 | $26.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 442 | $26.6K | 0.00% | +3+0.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 438 | $26.3K | 0.01% | +438 | New |
| Virtus ETF Advisers LLC | 428 | $25.7K | 0.01% | −6,864−94.1% | Reduced |
| Ares Financial Consulting, LLC | 423 | $25.6K | 0.02% | +423 | New |
| Transamerica Financial Advisors, Inc. | 409 | $24.5K | 0.00% | +397+3,308.3% | Added |
| Ameliora Wealth Management Ltd. | 420 | $24.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 382 | $23.5K | 0.00% | +55+16.8% | Added |
| Keating Financial Advisory Services, Inc. | 382 | $22.9K | 0.00% | +196+105.4% | Added |
| Smallwood Wealth Investment Management, LLC | 378 | $22.7K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 370 | $22.2K | 0.00% | +370 | New |
| WPG Advisers, LLC | 370 | $22.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 370 | $22.0K | 0.02% | −109−22.8% | Reduced |
| Cornerstone Planning Group LLC | 340 | $21.8K | 0.00% | +94+38.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 360 | $21.6K | 0.00% | +246+215.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 359 | $21.5K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 345 | $20.7K | 0.00% | +345 | New |
| Roxbury Financial LLC | 335 | $20.1K | 0.02% | +2+0.6% | Added |
| Elequin Capital LP | 324 | $19.4K | 0.00% | +324 | New |
| Atlantic Trust, LLC | 316 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 315 | $18.9K | 0.00% | 00.0% | Unchanged |
| Motco | 309 | $18.5K | 0.00% | −1,040−77.1% | Reduced |
| Sunbelt Securities, Inc. | 309 | $18.5K | 0.00% | +82+36.1% | Added |
| Hilltop National Bank | 306 | $18.4K | 0.00% | +306 | New |
| Vanguard National Trust Co | 301 | $18.1K | 0.00% | +301 | New |
| Citizens National Bank Trust Department | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 298 | $17.9K | 0.01% | +298 | New |
| Kemnay Advisory Services Inc. | 289 | $17.3K | 0.00% | +289 | New |
| JPL Wealth Management, LLC | 276 | $16.6K | 0.00% | +276 | New |
| Frazier Financial Advisors, LLC | 270 | $16.2K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 270 | $16.0K | 0.01% | +261+2,900.0% | Added |
| Highline Wealth Partners LLC | 260 | $15.6K | 0.00% | +174+202.3% | Added |
| J.Safra Asset Management Corp | 245 | $14.7K | 0.00% | −23−8.6% | Reduced |
| McIlrath & Eck, LLC | 240 | $14.4K | 0.00% | −69−22.3% | Reduced |
| Leonteq Securities AG | 238 | $14.3K | 0.00% | +157+193.8% | Added |
| JFS Wealth Advisors, LLC | 227 | $13.6K | 0.00% | +5+2.3% | Added |
| Barrett & Company, Inc. | 218 | $13.1K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 217 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 211 | $12.6K | 0.01% | −40−15.9% | Reduced |
| North Star Investment Management Corp. | 210 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 209 | $12.5K | 0.00% | +23+12.4% | Added |
| Decker Retirement Planning Inc. | 205 | $12.3K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 200 | $12.1K | 0.00% | +200 | New |
| UMA Financial Services, Inc. | 200 | $12.0K | 0.00% | −130−39.4% | Reduced |
| Vision Financial Markets LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |