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Livermore
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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q2 2026

Institutional positions in Citizens Financial Group Inc as of Jun 30, 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
1,100
+85 vs. Q1 2026
Shares held
408.3M
+10.9M (+2.7%) vs. Q1 2026
Total value
$28.6B
+$4.81B (+20.2%) vs. Q1 2026
New holders
157
474 more added
Sold out
72
321 more reduced

9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,100 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ2 2026: $28.6B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2026.

Institutions holding CFG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd272$640.00%+1+0.4%Added
ROSS\JOHNSON & Associates LLC1$700.00%+1New
Highland Investment Advisors LLC2$1400.00%+2New
Game Plan Financial Advisors, LLC3$2100.00%+3New
3 Factor Indexing, LLC3$2110.00%00.0%Unchanged
Maryland Capital Advisors Inc.3$2110.00%+3New
Halbert Hargrove Global Advisors, LLC5$3450.00%+5New
Medallion Wealth Advisors, LLC5$3500.00%+5New
Spectrum Wealth Advisory Group, LLC5$3530.00%+5New
MidFirst Bank6$4200.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC6$4200.00%+6New
Redwood Park Advisors LLC7$4910.00%00.0%Unchanged
Seneschal Advisors, LLC8$5610.00%00.0%Unchanged
NorthAvenue LLC8$5610.00%00.0%Unchanged
DecisionPoint Financial, LLC9$6470.00%+9New
Westside Investment Management, Inc.10$7010.00%00.0%Unchanged
Essential Investment Partners LLC10$7010.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.10$7010.00%+10New
Bare Financial Services, Inc11$7710.00%00.0%Unchanged
Sunrise Financial Services, LLC11$7710.00%+11New
Nvest Wealth Strategies, Inc.12$8410.00%+7+140.0%Added
Signature Equity Partners, LLC13$9110.00%00.0%Unchanged
United Community Bank14$9810.00%00.0%Unchanged
Navigoe, LLC18$1.00K0.00%+18New
Investors Portfolio Services LLC15$1.05K0.00%00.0%Unchanged
WestEnd Advisors, LLC15$1.05K0.00%+2+15.4%Added
Country Trust Bank16$1.12K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC16$1.12K0.00%+14+700.0%Added
Planning Strategies Inc.16$1.12K0.00%+16New
Quaker Wealth Management, LLC16$1.12K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC18$1.23K0.00%00.0%Unchanged
Phillip James Consulting Co.19$1.33K0.00%00.0%Unchanged
Davis Capital Management21$1.47K0.00%+21New
Marquette Asset Management, LLC22$1.54K0.00%00.0%Unchanged
Whipplewood Advisors, LLC23$1.61K0.00%−51−68.9%Reduced
Aventura Private Wealth, LLC23$1.61K0.00%+18+360.0%Added
Cassaday & Co Wealth Management LLC23$1.61K0.00%+19+475.0%Added
SWAN Capital LLC25$1.75K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$2.00K0.00%00.0%Unchanged
Main Street Group, LTD29$2.06K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC30$2.10K0.00%+30New
PFS Partners, LLC30$2.10K0.00%00.0%Unchanged
Financial Consulate, Inc30$2.10K0.00%+4+15.4%Added
Kentucky Trust Co33$2.31K0.00%+33New
DT Investment Partners, LLC34$2.38K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.35$2.46K0.00%−27−43.5%Reduced
Basepoint Wealth LLC36$2.51K0.00%00.0%Unchanged
IMG Wealth Management, Inc.37$2.59K0.00%00.0%Unchanged
HM Payson & Co38$2.66K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC38$2.66K0.00%00.0%Unchanged
Investment Counsel Co of Nevada39$2.73K0.01%+39New
Valued Wealth Advisors LLC40$2.80K0.00%+2+5.3%Added
LifeSteps Financial, Inc.40$2.80K0.00%+40New
Bell Investment Advisors, Inc42$2.94K0.00%+8+23.5%Added
Center for Financial Planning, Inc.43$3.01K0.00%00.0%Unchanged
HFM Investment Advisors, LLC44$3.08K0.00%+22+100.0%Added
Gleason Group, Inc.46$3.22K0.00%+46New
Kilter Group LLC47$3.29K0.00%+9+23.7%Added
Oakmont Advisory Group, LLC47$3.32K0.00%+47New
Independence Bank of Kentucky50$3.50K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC52$3.64K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton53$3.71K0.00%00.0%Unchanged
Raffa Wealth Management, LLC55$3.85K0.00%−42−43.3%Reduced
Global Trust Asset Management, LLC55$3.85K0.00%+55New
DiNuzzo Private Wealth, Inc.56$3.92K0.00%00.0%Unchanged
Ogorek Anthony Joseph68$4.00K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC57$4.02K0.00%−26,539−99.8%Reduced
Wilkerson Advisory Group LLC58$4.06K0.00%00.0%Unchanged
JNBA Financial Advisors58$4.07K0.00%00.0%Unchanged
Clark Wealth Partners59$4.13K0.00%−2−3.3%Reduced
American Capital Advisory, LLC59$4.13K0.00%+16+37.2%Added
Quarry LP60$4.20K0.00%−540−90.0%Reduced
TFC Financial Management61$4.28K0.00%00.0%Unchanged
Kingdom Financial Group LLC.62$4.34K0.00%00.0%Unchanged
Hughes Financial Services, LLC64$4.48K0.00%+18+39.1%Added
Logan Capital Management Inc68$4.74K0.00%+68New
Mowery & Schoenfeld Wealth Management, LLC69$4.81K0.01%00.0%Unchanged
Triumph Capital Management70$4.88K0.00%+4+6.1%Added
Piscataqua Savings Bank75$5.25K0.00%00.0%Unchanged
Bangor Savings Bank75$5.25K0.00%00.0%Unchanged
Dogwood Wealth Management LLC76$5.33K0.00%00.0%Unchanged
Arlington Trust Co LLC77$5.39K0.00%00.0%Unchanged
Anchor Bay Capital, Inc.75$5.45K0.00%+75New
Creative Capital Management Investments LLC78$5.46K0.00%+78New
Rialto Wealth Management, LLC78$5.47K0.00%+20+34.5%Added
Principia Wealth Advisory, LLC82$5.75K0.00%+18+28.1%Added
SHP Wealth Management84$5.89K0.00%+17+25.4%Added
NVWM, LLC85$5.98K0.00%+5+6.3%Added
Dunhill Financial, LLC86$6.07K0.00%+6+7.5%Added
Bay Harbor Wealth Management, LLC87$6.10K0.00%+28+47.5%Added
POM Investment Strategies, LLC90$6.31K0.01%00.0%Unchanged
Key Financial Inc91$6.38K0.00%00.0%Unchanged
High Note Wealth, LLC91$6.38K0.00%+11+13.8%Added
South State Corp.94$6.59K0.00%00.0%Unchanged
Stone House Investment Management, LLC96$6.73K0.00%+14+17.1%Added
AdvisorNet Financial, Inc97$6.82K0.00%−44−31.2%Reduced
Clear Street Markets LLC98$6.87K0.00%+28+40.0%Added
NBT Bank N A103$7.22K0.00%−1,003−90.7%Reduced
Kerr Financial Planning Corp105$7.33K0.01%00.0%Unchanged
Joseph Group Capital Management106$7.43K0.00%+106New