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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 15,090 | $1.06M | 0.10% | +2,434+19.2% | Added |
| Capstone Investment Advisors, LLC | 15,151 | $1.06M | 0.01% | +15,151 | New |
| Bluesphere Advisors, LLC | 15,180 | $1.06M | 0.33% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,212 | $1.07M | 0.00% | −41,863−73.3% | Reduced |
| Jackson Square Capital, LLC | 15,232 | $1.07M | 0.15% | +3,902+34.4% | Added |
| Transcend Wealth Collective, LLC | 15,275 | $1.07M | 0.07% | +4,181+37.7% | Added |
| Fig Financial Advisory Services Inc | 15,284 | $1.07M | 0.63% | −5,930−28.0% | Reduced |
| Blair William & Co | 15,486 | $1.09M | 0.00% | +156+1.0% | Added |
| RSM US Wealth Management LLC | 15,747 | $1.10M | 0.01% | +948+6.4% | Added |
| Altfest L J & Co Inc | 15,764 | $1.10M | 0.11% | −18,460−53.9% | Reduced |
| Kestra Private Wealth Services, LLC | 16,204 | $1.14M | 0.01% | +62+0.4% | Added |
| Gateway Investment Advisers LLC | 16,344 | $1.15M | 0.01% | +9,271+131.1% | Added |
| Empirical Finance, LLC | 16,373 | $1.15M | 0.05% | +482+3.0% | Added |
| Silver Oak Securities, Inc | 16,396 | $1.15M | 0.07% | +2,271+16.1% | Added |
| Wedmont Private Capital | 16,384 | $1.15M | 0.03% | +1,199+7.9% | Added |
| MUFG Securities EMEA plc | 16,641 | $1.17M | 0.01% | −782−4.5% | Reduced |
| WealthTrust Asset Management, LLC | 16,678 | $1.17M | 0.63% | −453−2.6% | Reduced |
| Kestra Advisory Services, LLC | 16,809 | $1.18M | 0.00% | +1,691+11.2% | Added |
| Pekin Hardy Strauss, Inc. | 16,921 | $1.19M | 0.10% | −125−0.7% | Reduced |
| CWA Asset Management Group, LLC | 17,151 | $1.20M | 0.04% | +7,098+70.6% | Added |
| PVG Asset Management Corp | 17,245 | $1.21M | 0.70% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 17,263 | $1.21M | 0.20% | −9,200−34.8% | Reduced |
| Parsons Capital Management Inc | 17,538 | $1.23M | 0.06% | +11,267+179.7% | Added |
| Osmosis Investment Management UK Ltd | 18,130 | $1.27M | 0.06% | −15,685−46.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 18,334 | $1.28M | 0.25% | −91−0.5% | Reduced |
| Quadrant Capital Group LLC | 18,434 | $1.29M | 0.04% | +372+2.1% | Added |
| Fortis Capital Advisors, LLC | 18,582 | $1.30M | 0.15% | +7,047+61.1% | Added |
| Campbell & CO Investment Adviser LLC | 18,583 | $1.30M | 0.07% | −27,666−59.8% | Reduced |
| Sterling Capital Management LLC | 18,793 | $1.32M | 0.02% | +4,333+30.0% | Added |
| Savant Capital, LLC | 18,827 | $1.33M | 0.00% | +1,115+6.3% | Added |
| Lido Advisors, LLC | 19,008 | $1.33M | 0.00% | +4,620+32.1% | Added |
| SeaCrest Wealth Management, LLC | 19,324 | $1.35M | 0.15% | +41+0.2% | Added |
| Ritholtz Wealth Management | 19,368 | $1.36M | 0.02% | +9,632+98.9% | Added |
| Coldstream Capital Management Inc | 19,453 | $1.36M | 0.02% | −1,721−8.1% | Reduced |
| Cox Capital Mgt LLC | 19,460 | $1.36M | 0.76% | −49−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,515 | $1.37M | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 19,646 | $1.38M | 0.15% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 19,746 | $1.38M | 0.01% | −8,047−29.0% | Reduced |
| Pallas Capital Advisors LLC | 19,855 | $1.39M | 0.04% | +1,151+6.2% | Added |
| Romano Brothers and Company | 19,867 | $1.39M | 0.14% | 00.0% | Unchanged |
| Par Capital Management Inc | 20,000 | $1.40M | 0.03% | +4,000+25.0% | Added |
| Entropy Technologies, LP | 20,012 | $1.40M | 0.06% | +20,012 | New |
| Allstate Corp | 20,048 | $1.40M | 0.01% | −28,381−58.6% | Reduced |
| Squarepoint Ops LLC | 20,098 | $1.41M | 0.00% | +8,801+77.9% | Added |
| Northwestern Mutual Wealth Management Co | 20,105 | $1.41M | 0.00% | −10,053−33.3% | Reduced |
| M&T Bank Corp | 20,218 | $1.42M | 0.00% | −1,417−6.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,236 | $1.42M | 0.47% | +1,300+6.9% | Added |
| New Mexico Educational Retirement Board | 21,200 | $1.49M | 0.04% | +1,300+6.5% | Added |
| RMB Capital Management, LLC | 21,236 | $1.49M | 0.02% | +69+0.3% | Added |
| Strategic Advisors LLC | 21,270 | $1.49M | 0.33% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21,377 | $1.50M | 0.06% | +1,395+7.0% | Added |
| Salzhauer Michael | 21,391 | $1.50M | 0.55% | −100,000−82.4% | Reduced |
| Minerva Advisors LLC | 21,485 | $1.51M | 0.95% | 00.0% | Unchanged |
| Point Nemo Capital, LLC | 21,565 | $1.51M | 0.77% | +21,565 | New |
| Louisiana State Employees Retirement System | 21,600 | $1.51M | 0.02% | −100−0.5% | Reduced |
| Interval Partners, LP | 21,711 | $1.52M | 0.05% | +21,711 | New |
| Aaron Wealth Advisors | 21,830 | $1.53M | 0.08% | +1,119+5.4% | Added |
| Loomis Sayles & Co L P | 21,980 | $1.54M | 0.00% | +1,482+7.2% | Added |
| Commerzbank Aktiengesellschaft | 22,096 | $1.55M | 0.03% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 22,232 | $1.56M | 0.61% | −285−1.3% | Reduced |
| Covenant Asset Management, LLC | 22,271 | $1.56M | 0.28% | −1,006−4.3% | Reduced |
| Frec Markets, Inc. | 22,739 | $1.59M | 0.14% | +11,101+95.4% | Added |
| Maryland State Retirement & Pension System | 22,852 | $1.60M | 0.03% | +1,174+5.4% | Added |
| Hartford Investment Management Co | 23,244 | $1.63M | 0.05% | −1,160−4.8% | Reduced |
| Everhart Financial Group, Inc. | 23,279 | $1.63M | 0.10% | +1,487+6.8% | Added |
| Meeder Advisory Services, Inc. | 23,478 | $1.65M | 0.06% | −2,301−8.9% | Reduced |
| Highview Capital Management LLC | 23,991 | $1.68M | 0.48% | +415+1.8% | Added |
| Formuepleje A/S | 24,029 | $1.68M | 0.13% | −91,116−79.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 24,031 | $1.68M | 0.06% | +5,764+31.6% | Added |
| United Capital Financial Advisers, LLC | 24,039 | $1.68M | 0.01% | +739+3.2% | Added |
| Nomura Holdings Inc | 24,040 | $1.68M | 0.01% | +24,040 | New |
| Callan Family Office, LLC | 24,045 | $1.68M | 0.03% | −1,254−5.0% | Reduced |
| AlphaCore Capital LLC | 24,351 | $1.71M | 0.03% | +18,198+295.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,672 | $1.73M | 0.01% | +19,369+365.2% | Added |
| Paradigm Financial Partners, LLC | 24,916 | $1.75M | 0.16% | +533+2.2% | Added |
| Arvest Investments, Inc. | 24,963 | $1.75M | 0.21% | −563−2.2% | Reduced |
| Staley Capital Advisers Inc | 25,000 | $1.75M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 25,083 | $1.76M | 0.02% | +957+4.0% | Added |
| Intech Investment Management LLC | 25,177 | $1.76M | 0.02% | −25,622−50.4% | Reduced |
| Inceptionr LLC | 25,272 | $1.77M | 0.44% | +25,272 | New |
| AlTi Global, Inc. | 25,489 | $1.79M | 0.04% | −50.0% | Reduced |
| Syon Capital LLC | 25,659 | $1.80M | 0.08% | +1,582+6.6% | Added |
| Bull Harbor Capital LLC | 25,840 | $1.81M | 0.35% | +2,354+10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 25,925 | $1.82M | 0.41% | +2,000+8.4% | Added |
| Norinchukin Bank, The | 25,947 | $1.82M | 0.02% | −112−0.4% | Reduced |
| Tealwood Asset Management Inc | 25,974 | $1.82M | 0.70% | +20.0% | Added |
| Farther Finance Advisors, LLC | 25,978 | $1.82M | 0.01% | +2,357+10.0% | Added |
| EFG International AG | 26,252 | $1.84M | 0.03% | +103+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,439 | $1.85M | 0.00% | −638,266−96.0% | Reduced |
| Donoghue Forlines LLC | 26,643 | $1.87M | 0.48% | −1,836−6.4% | Reduced |
| Krilogy Financial LLC | 26,853 | $1.88M | 0.06% | +1,839+7.4% | Added |
| Toth Financial Advisory Corp | 27,080 | $1.90M | 0.19% | +18,800+227.1% | Added |
| Royal Palms Capital LLC | 27,082 | $1.90M | 1.67% | +1,467+5.7% | Added |
| Kentucky Retirement Systems | 27,097 | $1.90M | 0.05% | +27,097 | New |
| Investment Management Corp of Ontario | 27,134 | $1.90M | 0.02% | −3,600−11.7% | Reduced |
| Board of the Pension Protection Fund | 27,200 | $1.91M | 1.81% | +26,100+2,372.7% | Added |
| Quantitative Investment Management, LLC | 27,545 | $1.93M | 0.21% | +21,726+373.4% | Added |
| Bleakley Financial Group, LLC | 27,546 | $1.93M | 0.02% | +6,825+32.9% | Added |
| Belpointe Asset Management LLC | 27,569 | $1.93M | 0.06% | +7,555+37.7% | Added |
| MAI Capital Management | 27,822 | $1.95M | 0.01% | +13,086+88.8% | Added |