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