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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 824 | $57.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 817 | $57.2K | 0.01% | −290−26.2% | Reduced |
| Geneos Wealth Management Inc. | 775 | $54.3K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 771 | $54.0K | 0.02% | +771 | New |
| Cape Investment Advisory, Inc. | 746 | $52.3K | 0.01% | +746 | New |
| Spire Wealth Management | 734 | $51.4K | 0.00% | +40+5.8% | Added |
| Canton Hathaway, LLC | 730 | $51.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 725 | $50.8K | 0.02% | +725 | New |
| CoreCap Advisors, LLC | 721 | $50.6K | 0.00% | +66+10.1% | Added |
| Atlas Capital Advisors LLC | 705 | $49.4K | 0.01% | −781−52.6% | Reduced |
| Wall Street Access Asset Management, LLC | 700 | $49.0K | 0.01% | +350+100.0% | Added |
| GoalVest Advisory LLC | 680 | $47.6K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 648 | $45.4K | 0.01% | +648 | New |
| Valley National Advisers Inc | 627 | $43.9K | 0.00% | +19+3.1% | Added |
| Southern Michigan Bank & Trust | 600 | $42.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 588 | $42.0K | 0.02% | +218+58.9% | Added |
| Newbridge Financial Services Group, Inc. | 571 | $40.0K | 0.00% | +450+371.9% | Added |
| Crewe Advisors LLC | 559 | $39.2K | 0.00% | +22+4.1% | Added |
| Bank of New Hampshire | 550 | $38.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 545 | $38.2K | 0.00% | +136+33.3% | Added |
| Activest Wealth Management | 542 | $38.0K | 0.01% | +3+0.6% | Added |
| Truvestments Capital LLC | 512 | $35.9K | 0.01% | +486+1,869.2% | Added |
| Virtus ETF Advisers LLC | 504 | $35.3K | 0.01% | +76+17.8% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 500 | $35.0K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 497 | $34.8K | 0.00% | +115+30.1% | Added |
| Silver Grove Financial Group, Inc. | 480 | $33.7K | 0.02% | +480 | New |
| Bruce G. Allen Investments, LLC | 476 | $33.4K | 0.02% | −322−40.4% | Reduced |
| Westfuller Advisors, LLC | 460 | $32.2K | 0.01% | +448+3,733.3% | Added |
| Cedar Mountain Advisors, LLC | 448 | $31.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 446 | $31.3K | 0.00% | +4+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 425 | $29.8K | 0.01% | +275+183.3% | Added |
| ZRC Wealth Management, LLC | 424 | $29.7K | 0.01% | +323+319.8% | Added |
| Ares Financial Consulting, LLC | 423 | $29.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 383 | $26.8K | 0.02% | +13+3.5% | Added |
| Smallwood Wealth Investment Management, LLC | 378 | $26.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 371 | $26.0K | 0.00% | +271+271.0% | Added |
| Institute for Wealth Management, LLC. | 366 | $25.6K | 0.00% | +366 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 359 | $25.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 420 | $24.5K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 350 | $24.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 335 | $24.3K | 0.00% | −5−1.5% | Reduced |
| Roxbury Financial LLC | 335 | $23.5K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 328 | $23.0K | 0.00% | +328 | New |
| Private Wealth Management Group, LLC | 323 | $22.6K | 0.01% | +179+124.3% | Added |
| Motco | 319 | $22.4K | 0.00% | +10+3.2% | Added |
| Atlantic Trust, LLC | 316 | $22.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 310 | $21.7K | 0.00% | −5−1.6% | Reduced |
| Fortitude Family Office, LLC | 307 | $21.5K | 0.00% | −459−59.9% | Reduced |
| Hilltop National Bank | 306 | $21.4K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 301 | $21.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 284 | $19.9K | 0.00% | +24+9.2% | Added |
| First Horizon Corp | 282 | $19.8K | 0.00% | +73+34.9% | Added |
| Frazier Financial Advisors, LLC | 270 | $18.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $18.5K | 0.00% | +37+16.3% | Added |
| Leonteq Securities AG | 264 | $18.5K | 0.00% | +26+10.9% | Added |
| JPL Wealth Management, LLC | 232 | $16.3K | 0.00% | −44−15.9% | Reduced |
| UMA Financial Services, Inc. | 228 | $16.0K | 0.00% | +28+14.0% | Added |
| Allied Private Wealth LLC | 232 | $15.9K | 0.01% | +232 | New |
| Icon Advisers Inc | 225 | $15.8K | 0.00% | +225 | New |
| Barrett & Company, Inc. | 218 | $15.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 217 | $15.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 211 | $14.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 205 | $14.4K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 203 | $14.2K | 0.00% | −42−17.1% | Reduced |
| Salomon & Ludwin, LLC | 194 | $13.9K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 199 | $13.9K | 0.00% | +199 | New |
| 1015 Capital Partners, LLC | 198 | $13.9K | 0.01% | +1+0.5% | Added |
| S&T Bank | 196 | $13.7K | 0.00% | +105+115.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 190 | $13.0K | 0.00% | +190 | New |
| McDonald Partners LLC | 185 | $13.0K | 0.00% | +185 | New |
| United Financial Planning Group LLC | 182 | $12.8K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 177 | $12.4K | 0.00% | +177 | New |
| Central Pacific Bank - Trust Division | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 173 | $12.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 171 | $12.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 170 | $11.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 168 | $11.8K | 0.00% | +39+30.2% | Added |
| HHM Wealth Advisors, LLC | 164 | $11.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 164 | $11.5K | 0.00% | +112+215.4% | Added |
| Bogart Wealth, LLC | 161 | $11.3K | 0.00% | +41+34.2% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $11.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $10.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $10.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 142 | $9.95K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 133 | $9.32K | 0.00% | +130+4,333.3% | Added |
| N.E.W. Advisory Services LLC | 132 | $9.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 127 | $8.90K | 0.00% | −3−2.3% | Reduced |
| Kemnay Advisory Services Inc. | 126 | $8.83K | 0.00% | −163−56.4% | Reduced |
| Torren Management, LLC | 125 | $8.79K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 120 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 119 | $8.34K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 123 | $8.00K | 0.00% | +15+13.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 112 | $7.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 112 | $7.85K | 0.01% | +40+55.6% | Added |
| Colonial Trust Co | 110 | $7.71K | 0.00% | −7−6.0% | Reduced |