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