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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 5,401 | $378.4K | 0.07% | +21+0.4% | Added |
| Baader Bank INC | 5,410 | $379.1K | 0.03% | +5,410 | New |
| Nicolet Bankshares Inc | 5,415 | $379.4K | 0.01% | +75+1.4% | Added |
| Panagora Asset Management Inc | 5,446 | $381.6K | 0.00% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 5,449 | $381.8K | 0.06% | +58+1.1% | Added |
| Moody Lynn & Lieberson, LLC | 5,484 | $384.3K | 0.02% | +5,484 | New |
| Fund Advisors of America Inc | 5,555 | $389.2K | 0.35% | −1,758−24.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,584 | $391.3K | 0.01% | +1,886+51.0% | Added |
| Crestwood Advisors Group LLC | 5,642 | $395.3K | 0.01% | +1,599+39.5% | Added |
| Bayforest Capital Ltd | 5,647 | $395.7K | 0.37% | +5,647 | New |
| Ferguson Wellman Capital Management, Inc | 5,715 | $400.4K | 0.00% | −634−10.0% | Reduced |
| Moors & Cabot, Inc. | 5,748 | $402.7K | 0.02% | −172−2.9% | Reduced |
| BXM Wealth LLC | 5,845 | $409.6K | 0.22% | +5,845 | New |
| Heritage Wealth Advisors | 5,850 | $409.9K | 0.01% | +5,850 | New |
| Norden Group LLC | 5,854 | $410.2K | 0.03% | +71+1.2% | Added |
| Arkadios Wealth Advisors | 5,933 | $415.7K | 0.01% | −397−6.3% | Reduced |
| Pointe Capital Management LLC | 5,963 | $417.8K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,968 | $418.2K | 0.02% | +509+9.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,975 | $418.7K | 0.24% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,978 | $418.9K | 0.01% | −270−4.3% | Reduced |
| Penserra Capital Management LLC | 6,047 | $422.0K | 0.00% | −917−13.2% | Reduced |
| Cozad Asset Management Inc | 6,025 | $422.2K | 0.03% | +1,523+33.8% | Added |
| FIL Ltd | 6,066 | $425.0K | 0.00% | +3,418+129.1% | Added |
| Crumly & Associates Inc. | 6,073 | $425.5K | 0.08% | +34+0.6% | Added |
| Ellevest, Inc. | 6,164 | $425.8K | 0.05% | −414−6.3% | Reduced |
| Westwood Holdings Group Inc. | 6,096 | $427.1K | 0.00% | +6,096 | New |
| Parcion Private Wealth LLC | 6,121 | $428.9K | 0.02% | +586+10.6% | Added |
| Whittier Trust Co | 5,981 | $431.3K | 0.00% | 00.0% | Unchanged |
| 71 West Capital Partners | 6,191 | $433.8K | 0.01% | +1,514+32.4% | Added |
| Principal Securities, Inc. | 6,192 | $433.9K | 0.01% | −3,540−36.4% | Reduced |
| HBK Sorce Advisory LLC | 5,905 | $434.6K | 0.01% | +88+1.5% | Added |
| Essential Partners LLC | 6,215 | $435.5K | 0.20% | −20,560−76.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,220 | $435.8K | 0.01% | +6,220 | New |
| Siemens Fonds Invest GmbH | 6,234 | $436.8K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,270 | $439.3K | 0.02% | −123−1.9% | Reduced |
| Van Eck Associates Corp | 6,285 | $440.4K | 0.00% | −155−2.4% | Reduced |
| Waterloo Capital, L.P. | 6,335 | $443.9K | 0.03% | +1,513+31.4% | Added |
| Fifth Third Wealth Advisors LLC | 6,340 | $444.2K | 0.01% | +2,249+55.0% | Added |
| Umb Bank N A | 6,360 | $445.6K | 0.01% | +394+6.6% | Added |
| Klingenstein Fields & Co LP | 6,402 | $448.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,423 | $450.1K | 0.01% | −15,386−70.5% | Reduced |
| We Are One Seven, LLC | 6,423 | $450.1K | 0.01% | +917+16.7% | Added |
| Woodward Diversified Capital, LLC | 6,425 | $450.2K | 0.20% | +32+0.5% | Added |
| Fourth Dimension Wealth, LLC | 6,495 | $455.1K | 0.14% | +6,395+6,395.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,498 | $455.3K | 0.01% | +50+0.8% | Added |
| Atalanta Sosnoff Capital, LLC | 6,649 | $465.9K | 0.01% | −756−10.2% | Reduced |
| Clear Street Group Inc. | 6,674 | $467.6K | 0.00% | +6,674 | New |
| KC Investment Advisors, LLC | 6,675 | $467.7K | 0.09% | +256+4.0% | Added |
| Fidelis Capital Partners, LLC | 6,677 | $467.9K | 0.03% | +98+1.5% | Added |
| Gilbert & Cook, Inc. | 6,760 | $473.7K | 0.05% | +97+1.5% | Added |
| Group One Trading, L.P. | 6,774 | $474.7K | 0.01% | +5,850+633.1% | Added |
| Picton Mahoney Asset Management | 6,832 | $478.7K | 0.00% | −81−1.2% | Reduced |
| Parallel Advisors, LLC | 6,930 | $485.6K | 0.01% | +223+3.3% | Added |
| CX Institutional | 6,930 | $486.0K | 0.01% | +87+1.3% | Added |
| Great Lakes Advisors, LLC | 6,977 | $488.9K | 0.00% | −443−6.0% | Reduced |
| Severin Investments, LLC | 6,978 | $488.9K | 0.37% | +297+4.4% | Added |
| Sym Financial Corp | 7,057 | $494.5K | 0.04% | +439+6.6% | Added |
| TCW Group Inc | 7,096 | $497.2K | 0.00% | +19+0.3% | Added |
| Iams Wealth Management, LLC | 7,095 | $497.2K | 0.15% | +1,981+38.7% | Added |
| Beacon Pointe Advisors, LLC | 7,171 | $502.5K | 0.00% | +1,301+22.2% | Added |
| Sandro Wealth Management LLC | 7,207 | $505.0K | 0.36% | +203+2.9% | Added |
| Signaturefd, LLC | 7,215 | $505.6K | 0.01% | +579+8.7% | Added |
| Capula Management Ltd | 7,228 | $506.5K | 0.00% | +6,043+510.0% | Added |
| Continuum Advisory, LLC | 7,298 | $511.4K | 0.04% | +349+5.0% | Added |
| Brookstone Capital Management | 7,399 | $518.4K | 0.01% | +683+10.2% | Added |
| IFG Advisory, LLC | 7,453 | $522.2K | 0.02% | +6,253+521.1% | Added |
| Ponta Wealth Partners, LLC | 7,469 | $523.4K | 0.28% | +1,868+33.4% | Added |
| Proficio Capital Partners LLC | 7,513 | $526.5K | 0.02% | +7,513 | New |
| Larson Financial Group LLC | 7,537 | $528.1K | 0.01% | +1,471+24.2% | Added |
| Horizon Investments, LLC | 7,643 | $532.1K | 0.01% | −134,494−94.6% | Reduced |
| Mather Group, LLC. | 7,629 | $534.5K | 0.00% | +513+7.2% | Added |
| Dynasty Wealth Management, LLC | 7,642 | $535.5K | 0.00% | +7,642 | New |
| Huntington National Bank | 7,672 | $537.6K | 0.00% | +112+1.5% | Added |
| Vestcor Inc | 7,673 | $538.0K | 0.01% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 7,679 | $538.1K | 0.04% | +327+4.4% | Added |
| Gladstone Institutional Advisory LLC | 7,724 | $541.2K | 0.02% | −45−0.6% | Reduced |
| Sheets Smith Wealth Management | 7,796 | $546.3K | 0.05% | 00.0% | Unchanged |
| 46 Peaks LLC | 7,816 | $547.7K | 0.34% | +7,816 | New |
| Impact Partnership Wealth, LLC | 7,867 | $551.3K | 0.05% | +2,766+54.2% | Added |
| Summit Financial, LLC | 8,004 | $560.9K | 0.01% | +182+2.3% | Added |
| Clark Capital Management Group, Inc. | 8,027 | $562.5K | 0.00% | +4,330+117.1% | Added |
| 1620 Investment Advisors, Inc. | 8,045 | $563.7K | 0.35% | +35+0.4% | Added |
| Atomi Financial Group, Inc. | 8,074 | $565.7K | 0.01% | +852+11.8% | Added |
| Pensionmark Financial Group, LLC | 9,304 | $566.5K | 0.01% | −5,321−36.4% | Reduced |
| Perigon Wealth Management, LLC | 8,109 | $568.2K | 0.01% | +584+7.8% | Added |
| Diversified Enterprises, LLC | 8,154 | $571.4K | 0.03% | +121+1.5% | Added |
| Elevated Capital Advisors, LLC | 8,287 | $580.7K | 0.16% | −9,465−53.3% | Reduced |
| Fortem Financial Group, LLC | 8,339 | $584.3K | 0.12% | +235+2.9% | Added |
| Tema ETFs LLC | 8,425 | $590.3K | 0.02% | +725+9.4% | Added |
| Sagespring Wealth Partners, LLC | 8,525 | $597.3K | 0.01% | +81+1.0% | Added |
| Polymer Capital Management (US) LLC | 8,565 | $600.1K | 0.09% | +534+6.6% | Added |
| Versant Capital Management, Inc | 8,651 | $606.2K | 0.05% | +1,477+20.6% | Added |
| Simplex Trading, LLC | 8,695 | $609.3K | 0.02% | +8,695 | New |
| Mark Sheptoff Financial Planning, LLC | 8,700 | $609.6K | 0.32% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 8,779 | $615.1K | 0.10% | −17,271−66.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,797 | $616.4K | 0.04% | +1,414+19.2% | Added |
| Summitry LLC | 8,888 | $622.8K | 0.02% | +1,191+15.5% | Added |
| Meitav Dash Investments Ltd | 8,896 | $623.3K | 0.00% | +8,896 | New |
| Equitable Holdings, Inc. | 8,902 | $623.8K | 0.00% | +624+7.5% | Added |
| CSS LLC | 8,920 | $625.0K | 0.03% | −8,160−47.8% | Reduced |