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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 8,941 | $626.5K | 0.01% | +9+0.1% | Added |
| TCG Advisory Services, LLC | 9,000 | $630.6K | 0.01% | +2,432+37.0% | Added |
| Brevan Howard Capital Management LP | 9,032 | $632.9K | 0.01% | −36,876−80.3% | Reduced |
| Harbour Capital Advisors, LLC | 9,025 | $634.8K | 0.12% | +725+8.7% | Added |
| Mystic Asset Management, Inc. | 9,109 | $638.3K | 0.14% | −107−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,167 | $642.3K | 0.00% | +70+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,330 | $653.8K | 0.02% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 9,371 | $656.6K | 0.02% | +715+8.3% | Added |
| EP Wealth Advisors, LLC | 9,392 | $658.1K | 0.00% | +2,983+46.5% | Added |
| Warren Averett Asset Management, LLC | 9,394 | $658.2K | 0.00% | −5,027−34.9% | Reduced |
| AlphaGrep UK Ltd | 9,449 | $662.1K | 0.20% | +4,707+99.3% | Added |
| Heartland Bank & Trust Co | 9,460 | $662.9K | 0.14% | −122−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 9,547 | $669.0K | 0.01% | +83+0.9% | Added |
| Mission Wealth Management, LP | 9,574 | $670.8K | 0.01% | +9,574 | New |
| Balyasny Asset Management LLC | 9,593 | $672.2K | 0.00% | −2,449,404−99.6% | Reduced |
| SageView Advisory Group, LLC | 9,616 | $673.8K | 0.02% | −746−7.2% | Reduced |
| Simplicity Wealth,LLC | 9,620 | $674.0K | 0.02% | −5,482−36.3% | Reduced |
| Smartleaf Asset Management LLC | 9,572 | $674.2K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,624 | $674.4K | 0.01% | +2,788+40.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,658 | $676.7K | 0.03% | −652−6.3% | Reduced |
| Waddell & Associates, LLC | 9,696 | $679.4K | 0.03% | +494+5.4% | Added |
| Gateway Wealth Partners, LLC | 9,710 | $680.4K | 0.04% | −718−6.9% | Reduced |
| Storebrand Asset Management AS | 9,728 | $681.6K | 0.00% | −6,305−39.3% | Reduced |
| 44 Wealth Management LLC | 9,768 | $684.4K | 0.23% | −4,570−31.9% | Reduced |
| Foundations Investment Advisors, LLC | 9,783 | $685.5K | 0.01% | +9,783 | New |
| Cresset Asset Management, LLC | 9,812 | $687.5K | 0.00% | +767+8.5% | Added |
| Caerus Investment Advisors, LLC | 9,866 | $691.3K | 0.23% | +94+1.0% | Added |
| IFP Advisors, Inc | 9,945 | $696.8K | 0.01% | +1,131+12.8% | Added |
| SOA Wealth Advisors, LLC. | 9,988 | $699.9K | 0.12% | +9,987+998,700.0% | Added |
| Canada Pension Plan Investment Board | 10,000 | $700.7K | 0.00% | −6,500−39.4% | Reduced |
| Abner Herrman & Brock LLC | 10,068 | $705.0K | 0.07% | +68+0.7% | Added |
| EverSource Wealth Advisors, LLC | 10,137 | $710.3K | 0.02% | −1,069−9.5% | Reduced |
| Millennium Management LLC | 10,182 | $713.5K | 0.00% | −1,301,902−99.2% | Reduced |
| United Asset Strategies, Inc. | 10,184 | $713.6K | 0.05% | +61+0.6% | Added |
| Metis Global Partners, LLC | 10,207 | $715.2K | 0.02% | −8,008−44.0% | Reduced |
| Advisors Capital Management, LLC | 10,250 | $718.2K | 0.01% | +2,130+26.2% | Added |
| Banque Cantonale Vaudoise | 10,258 | $719.0K | 0.03% | −3,339−24.6% | Reduced |
| USS Investment Management Ltd | 10,317 | $723.0K | 0.00% | −43,689−80.9% | Reduced |
| Commerce Bank | 10,330 | $723.8K | 0.00% | −1,289−11.1% | Reduced |
| Centennial Wealth Advisory LLC | 10,400 | $728.7K | 0.16% | −5,495−34.6% | Reduced |
| Aptus Capital Advisors, LLC | 10,501 | $735.8K | 0.01% | −26−0.2% | Reduced |
| Camden Capital, LLC | 10,603 | $743.0K | 0.04% | +1,705+19.2% | Added |
| Compass Wealth Management LLC | 10,700 | $749.7K | 0.14% | 00.0% | Unchanged |
| Sig Brokerage, LP | 10,786 | $755.8K | 0.12% | +10,786 | New |
| Ballentine Partners, LLC | 10,874 | $761.9K | 0.01% | +1,773+19.5% | Added |
| TD Private Client Wealth LLC | 10,931 | $765.9K | 0.01% | +380+3.6% | Added |
| Wealthspire Advisors, LLC | 10,991 | $770.1K | 0.00% | +630+6.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,245 | $787.9K | 0.05% | −202−1.8% | Reduced |
| Accurate Wealth Management, LLC | 11,273 | $792.8K | 0.08% | +2,107+23.0% | Added |
| Lynx Investment Advisory | 11,364 | $796.3K | 0.26% | +2,713+31.4% | Added |
| Fire Capital Management LLC | 11,535 | $808.3K | 0.33% | +11,535 | New |
| Pinnacle Holdings, LLC | 11,550 | $809.3K | 0.25% | −107−0.9% | Reduced |
| Securian Asset Management, Inc | 11,222 | $812.4K | 0.03% | −307−2.7% | Reduced |
| Laird Norton Trust Company, LLC | 11,728 | $821.8K | 0.02% | +75+0.6% | Added |
| Sentinus, LLC | 11,799 | $826.8K | 0.07% | −145−1.2% | Reduced |
| One Wealth Advisors, LLC | 11,927 | $835.7K | 0.09% | +967+8.8% | Added |
| Hennessy Advisors Inc | 12,000 | $840.8K | 0.03% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 12,179 | $853.4K | 0.23% | +1,722+16.5% | Added |
| Evolve Private Wealth, LLC | 12,217 | $856.1K | 0.05% | −6,552−34.9% | Reduced |
| Csenge Advisory Group | 12,396 | $868.6K | 0.04% | −1,053−7.8% | Reduced |
| Sivia Capital Partners, LLC | 12,448 | $872.2K | 0.11% | +1,555+14.3% | Added |
| William John Sempolinski | 12,518 | $877.1K | 0.35% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,581 | $881.5K | 0.02% | +542+4.5% | Added |
| Inscription Capital, LLC | 12,590 | $882.2K | 0.08% | +1,219+10.7% | Added |
| Montchanin Asset Management, LLC | 12,670 | $888.0K | 0.90% | +2,670+26.7% | Added |
| Allworth Financial LP | 12,690 | $889.2K | 0.00% | −2,276−15.2% | Reduced |
| North Dakota State Investment Board | 12,763 | $894.3K | 0.04% | +356+2.9% | Added |
| Everence Capital Management Inc | 12,820 | $898.0K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12,910 | $904.6K | 0.02% | +1,433+12.5% | Added |
| Advisory Services Network, LLC | 12,971 | $908.8K | 0.01% | −3,512−21.3% | Reduced |
| Clear Harbor Asset Management, LLC | 12,982 | $909.6K | 0.06% | −100−0.8% | Reduced |
| Weiss Asset Management LP | 13,008 | $911.5K | 0.01% | −3,852−22.8% | Reduced |
| Sagewood Asset Management LP | 13,012 | $911.8K | 0.21% | +1,955+17.7% | Added |
| V-Square Quantitative Management LLC | 13,066 | $915.5K | 0.09% | +492+3.9% | Added |
| NorthCrest Asset Manangement, LLC | 13,203 | $922.4K | 0.02% | +2,036+18.2% | Added |
| Archer Investment Corp | 13,500 | $945.9K | 0.18% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 13,502 | $946.1K | 0.48% | −130−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,559 | $950.1K | 0.01% | −39−0.3% | Reduced |
| Groupama Asset Managment | 13,505 | $951.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,586 | $952.0K | 0.26% | +13,586 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,731 | $962.1K | 0.01% | +1,835+15.4% | Added |
| Graham Capital Management, L.P. | 13,755 | $963.8K | 0.03% | −126,961−90.2% | Reduced |
| Center For Asset Management LLC | 13,812 | $967.7K | 0.43% | +145+1.1% | Added |
| MUFG Securities Americas Inc. | 13,984 | $979.9K | 0.05% | +1,204+9.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,016 | $982.0K | 0.30% | +3,129+80.5% | Added |
| Northern Oak Wealth Management Inc | 14,066 | $985.6K | 0.11% | +888+6.7% | Added |
| Carl P. Sherr & Co., LLC | 14,150 | $991.5K | 0.42% | −207−1.4% | Reduced |
| Greenleaf Trust | 14,150 | $991.5K | 0.01% | −103−0.7% | Reduced |
| Landscape Capital Management, L.L.C. | 14,354 | $1.01M | 0.07% | +14,354 | New |
| Bessemer Group Inc | 14,361 | $1.01M | 0.00% | +1,021+7.7% | Added |
| Evergreen Capital Management LLC | 14,539 | $1.02M | 0.02% | −29,787−67.2% | Reduced |
| D.A. Davidson & Co. | 14,551 | $1.02M | 0.01% | +70+0.5% | Added |
| Brown Brothers Harriman & Co | 14,645 | $1.03M | 0.00% | +4,984+51.6% | Added |
| Lecap Asset Management Ltd | 14,675 | $1.03M | 0.44% | +5,418+58.5% | Added |
| E. Ohman J:or Asset Management AB | 14,701 | $1.03M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,708 | $1.03M | 0.00% | −274−1.8% | Reduced |
| Independent Financial Group, LLC | 14,743 | $1.03M | 0.02% | −877−5.6% | Reduced |
| Brown Advisory Inc | 14,767 | $1.03M | 0.00% | −255−1.7% | Reduced |
| De Lisle Partners LLP | 14,863 | $1.04M | 0.11% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 14,903 | $1.04M | 0.10% | −403−2.6% | Reduced |