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, 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 3,504 | $245.5K | 0.00% | −122−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,550 | $248.7K | 0.02% | −84−2.3% | Reduced |
| Alps Advisors Inc | 3,594 | $251.8K | 0.00% | +3,594 | New |
| Quent Capital, LLC | 3,596 | $252.0K | 0.02% | +296+9.0% | Added |
| Planned Solutions, Inc. | 3,599 | $252.2K | 0.07% | +246+7.3% | Added |
| Indivisible Partners | 3,625 | $254.0K | 0.01% | +3,625 | New |
| Ameritas Investment Partners, Inc. | 3,653 | $256.0K | 0.01% | −158−4.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 3,653 | $256.0K | 0.14% | +3,653 | New |
| 55 North Private Wealth, LLC | 3,660 | $256.5K | 0.05% | +3,660 | New |
| Root Financial Partners, LLC | 3,661 | $256.5K | 0.01% | +853+30.4% | Added |
| Compass Financial Management LLC | 3,488 | $256.6K | 0.03% | +3,488 | New |
| Change Path, LLC | 3,696 | $259.0K | 0.01% | −922−20.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,723 | $260.9K | 0.01% | +188+5.3% | Added |
| QTR Family Wealth, LLC | 3,732 | $261.5K | 0.09% | +91+2.5% | Added |
| International Assets Investment Management, LLC | 3,652 | $261.9K | 0.02% | −424−10.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,799 | $266.2K | 0.00% | −3,800−50.0% | Reduced |
| Check Capital Management Inc | 3,800 | $266.3K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,815 | $267.3K | 0.03% | +479+14.4% | Added |
| Richardson Financial Services Inc. | 3,818 | $267.5K | 0.15% | −220−5.4% | Reduced |
| WSFS Capital Management, LLC | 3,825 | $268.0K | 0.01% | +10+0.3% | Added |
| Systematic Alpha Investments, LLC | 3,860 | $270.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,887 | $272.4K | 0.02% | +571+17.2% | Added |
| Valeo Financial Advisors, LLC | 3,918 | $274.5K | 0.01% | +387+11.0% | Added |
| Legacy Advisors, LLC | 3,921 | $274.7K | 0.03% | −251−6.0% | Reduced |
| Mirabella Financial Services LLP | 3,924 | $275.0K | 0.03% | −6,555−62.6% | Reduced |
| Capstone Wealth Management, LLC | 3,972 | $278.3K | 0.13% | +3,972 | New |
| Ewa, LLC | 3,992 | $279.7K | 0.05% | +201+5.3% | Added |
| Independent Advisor Alliance | 4,013 | $281.2K | 0.01% | +4,013 | New |
| Cigna Investments Inc | 4,034 | $282.0K | 0.04% | +99+2.5% | Added |
| Angeles Wealth Management, LLC | 4,053 | $284.0K | 0.01% | +7+0.2% | Added |
| Symmetry Partners, LLC | 4,056 | $284.2K | 0.01% | +4,056 | New |
| Excalibur Management Corp | 4,065 | $284.8K | 0.09% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,072 | $285.0K | 0.06% | +4,072 | New |
| GeoWealth Management, LLC | 4,071 | $285.4K | 0.01% | +644+18.8% | Added |
| Cambient Family Office, LLC | 4,090 | $286.6K | 0.04% | +4,090 | New |
| Advisor OS, LLC | 4,101 | $287.4K | 0.02% | +88+2.2% | Added |
| Family Management Corp | 4,104 | $287.6K | 0.03% | −64−1.5% | Reduced |
| Mainsail Asset Management, LLC | 3,994 | $289.1K | 0.11% | +3,994 | New |
| McGlone Suttner Wealth Management, Inc. | 4,153 | $291.0K | 0.03% | +11+0.3% | Added |
| WESPAC Advisors, LLC | 4,172 | $292.3K | 0.14% | +197+5.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,183 | $293.1K | 0.03% | +122+3.0% | Added |
| Regal Investment Advisors LLC | 4,191 | $293.7K | 0.02% | +5+0.1% | Added |
| Ancora Advisors, LLC | 4,199 | $294.2K | 0.01% | −301−6.7% | Reduced |
| RFG Advisory, LLC | 4,222 | $295.8K | 0.00% | +4+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 4,250 | $297.8K | 0.02% | −224−5.0% | Reduced |
| Trustmark National Bank Trust Department | 4,278 | $299.8K | 0.02% | +198+4.9% | Added |
| TFB Advisors LLC | 4,310 | $302.0K | 0.13% | +25+0.6% | Added |
| Decision Investments, Inc | 4,320 | $302.7K | 0.28% | −20−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,374 | $306.5K | 0.06% | 00.0% | Unchanged |
| Range Advisory, LLC | 4,377 | $306.7K | 0.04% | +859+24.4% | Added |
| American Trust | 4,413 | $309.2K | 0.02% | −89−2.0% | Reduced |
| Advyzon Investment Management, LLC | 4,437 | $310.9K | 0.02% | −8−0.2% | Reduced |
| LCNB Corp | 4,440 | $311.1K | 0.10% | −1,365−23.5% | Reduced |
| Orion Capital Management LLC | 4,475 | $313.6K | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,495 | $315.0K | 0.02% | +3+0.1% | Added |
| CRA Financial Services, LLC | 4,505 | $315.7K | 0.04% | +32+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,505 | $315.7K | 0.01% | −239−5.0% | Reduced |
| Clearstead Advisors, LLC | 4,551 | $318.9K | 0.00% | −3,380−42.6% | Reduced |
| Hidden Cove Wealth Management, LLC | 4,558 | $319.4K | 0.18% | +430+10.4% | Added |
| Gradient Capital Advisors, LLC | 4,575 | $320.6K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 4,600 | $322.3K | 0.06% | +4,600 | New |
| Personal Cfo Solutions, LLC | 4,609 | $323.0K | 0.05% | +4+0.1% | Added |
| Prospera Financial Services Inc | 4,690 | $328.7K | 0.00% | −294−5.9% | Reduced |
| GHP Investment Advisors, Inc. | 4,697 | $329.1K | 0.01% | +4,600+4,742.3% | Added |
| Optas, LLC | 4,698 | $329.2K | 0.05% | +73+1.6% | Added |
| Hoxton Planning & Management, LLC | 4,742 | $332.3K | 0.09% | −52−1.1% | Reduced |
| Abel Hall, LLC | 4,753 | $333.0K | 0.06% | +96+2.1% | Added |
| Advisors Asset Management, Inc. | 4,776 | $334.7K | 0.01% | +1,552+48.1% | Added |
| Sanchez Gaunt Capital Management, LLC | 4,798 | $336.2K | 0.19% | −116−2.4% | Reduced |
| Advisor Resource Council | 4,666 | $336.5K | 0.11% | +4,666 | New |
| Trust Asset Management LLC | 4,823 | $337.9K | 0.02% | −125−2.5% | Reduced |
| Knightsbridge Asset Management, LLC | 4,833 | $338.6K | 0.04% | +485+11.2% | Added |
| Prelude Capital Management, LLC | 4,838 | $339.0K | 0.02% | −1,024−17.5% | Reduced |
| Cidel Asset Management Inc | 4,844 | $339.4K | 0.02% | −244−4.8% | Reduced |
| Drucker Wealth 3.0, LLC | 4,877 | $341.7K | 0.05% | +33+0.7% | Added |
| International Private Wealth Advisors LLC | 4,878 | $341.8K | 0.18% | −3,047−38.4% | Reduced |
| Bahl & Gaynor Inc | 4,920 | $344.7K | 0.00% | +1,380+39.0% | Added |
| Elevated Financial Group LLC | 4,932 | $345.6K | 0.10% | −56−1.1% | Reduced |
| MQS Management LLC | 4,946 | $346.6K | 0.42% | +4,946 | New |
| Armis Advisers, LLC | 4,811 | $346.9K | 0.03% | +47+1.0% | Added |
| Poinciana Advisors Group, LLC | 4,968 | $348.1K | 0.26% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,977 | $348.7K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,985 | $349.3K | 0.02% | +164+3.4% | Added |
| Jain Global LLC | 4,989 | $349.6K | 0.00% | +4,989 | New |
| VisionPoint Advisory Group, LLC | 4,989 | $349.6K | 0.06% | +29+0.6% | Added |
| Boston Private Wealth LLC | 5,066 | $355.0K | 0.02% | −40−0.8% | Reduced |
| Profund Advisors LLC | 5,089 | $356.6K | 0.01% | −225−4.2% | Reduced |
| Avestar Capital, LLC | 5,122 | $358.9K | 0.02% | +5,122 | New |
| Fort Washington Investment Advisors Inc | 5,175 | $362.6K | 0.00% | +457+9.7% | Added |
| Biltmore Family Office, LLC | 5,236 | $366.9K | 0.05% | −249−4.5% | Reduced |
| Avantra Family Wealth, Inc. | 5,237 | $367.0K | 0.23% | +1,371+35.5% | Added |
| Tocqueville Asset Management L.P. | 5,254 | $368.1K | 0.00% | −27−0.5% | Reduced |
| Lincoln Capital Corp | 5,256 | $368.3K | 0.12% | +39+0.7% | Added |
| 111 Capital | 5,275 | $369.6K | 0.06% | +5,275 | New |
| Drive Wealth Management, LLC | 5,297 | $371.2K | 0.07% | +1,917+56.7% | Added |
| Pier 88 Investment Partners LLC | 5,300 | $371.4K | 0.09% | +3,300+165.0% | Added |
| Daymark Wealth Partners, LLC | 5,317 | $372.6K | 0.01% | −132−2.4% | Reduced |
| Soltis Investment Advisors LLC | 5,362 | $375.7K | 0.02% | −207−3.7% | Reduced |
| waypoint wealth counsel | 5,373 | $376.5K | 0.24% | −606−10.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,373 | $376.5K | 0.00% | +185+3.6% | Added |