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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 5,373 | $376.5K | 0.00% | +185+3.6% | Added |
| waypoint wealth counsel | 5,373 | $376.5K | 0.24% | −606−10.1% | Reduced |
| Soltis Investment Advisors LLC | 5,362 | $375.7K | 0.02% | −207−3.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,317 | $372.6K | 0.01% | −132−2.4% | Reduced |
| Pier 88 Investment Partners LLC | 5,300 | $371.4K | 0.09% | +3,300+165.0% | Added |
| Drive Wealth Management, LLC | 5,297 | $371.2K | 0.07% | +1,917+56.7% | Added |
| 111 Capital | 5,275 | $369.6K | 0.06% | +5,275 | New |
| Lincoln Capital Corp | 5,256 | $368.3K | 0.12% | +39+0.7% | Added |
| Tocqueville Asset Management L.P. | 5,254 | $368.1K | 0.00% | −27−0.5% | Reduced |
| Avantra Family Wealth, Inc. | 5,237 | $367.0K | 0.23% | +1,371+35.5% | Added |
| Biltmore Family Office, LLC | 5,236 | $366.9K | 0.05% | −249−4.5% | Reduced |
| Fort Washington Investment Advisors Inc | 5,175 | $362.6K | 0.00% | +457+9.7% | Added |
| Avestar Capital, LLC | 5,122 | $358.9K | 0.02% | +5,122 | New |
| Profund Advisors LLC | 5,089 | $356.6K | 0.01% | −225−4.2% | Reduced |
| Boston Private Wealth LLC | 5,066 | $355.0K | 0.02% | −40−0.8% | Reduced |
| VisionPoint Advisory Group, LLC | 4,989 | $349.6K | 0.06% | +29+0.6% | Added |
| Jain Global LLC | 4,989 | $349.6K | 0.00% | +4,989 | New |
| Checchi Capital Advisers, LLC | 4,985 | $349.3K | 0.02% | +164+3.4% | Added |
| Ostrum Asset Management | 4,977 | $348.7K | 0.02% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 4,968 | $348.1K | 0.26% | 00.0% | Unchanged |
| Armis Advisers, LLC | 4,811 | $346.9K | 0.03% | +47+1.0% | Added |
| MQS Management LLC | 4,946 | $346.6K | 0.42% | +4,946 | New |
| Elevated Financial Group LLC | 4,932 | $345.6K | 0.10% | −56−1.1% | Reduced |
| Bahl & Gaynor Inc | 4,920 | $344.7K | 0.00% | +1,380+39.0% | Added |
| International Private Wealth Advisors LLC | 4,878 | $341.8K | 0.18% | −3,047−38.4% | Reduced |
| Drucker Wealth 3.0, LLC | 4,877 | $341.7K | 0.05% | +33+0.7% | Added |
| Cidel Asset Management Inc | 4,844 | $339.4K | 0.02% | −244−4.8% | Reduced |
| Prelude Capital Management, LLC | 4,838 | $339.0K | 0.02% | −1,024−17.5% | Reduced |
| Knightsbridge Asset Management, LLC | 4,833 | $338.6K | 0.04% | +485+11.2% | Added |
| Trust Asset Management LLC | 4,823 | $337.9K | 0.02% | −125−2.5% | Reduced |
| Advisor Resource Council | 4,666 | $336.5K | 0.11% | +4,666 | New |
| Sanchez Gaunt Capital Management, LLC | 4,798 | $336.2K | 0.19% | −116−2.4% | Reduced |
| Advisors Asset Management, Inc. | 4,776 | $334.7K | 0.01% | +1,552+48.1% | Added |
| Abel Hall, LLC | 4,753 | $333.0K | 0.06% | +96+2.1% | Added |
| Hoxton Planning & Management, LLC | 4,742 | $332.3K | 0.09% | −52−1.1% | Reduced |
| Optas, LLC | 4,698 | $329.2K | 0.05% | +73+1.6% | Added |
| GHP Investment Advisors, Inc. | 4,697 | $329.1K | 0.01% | +4,600+4,742.3% | Added |
| Prospera Financial Services Inc | 4,690 | $328.7K | 0.00% | −294−5.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,609 | $323.0K | 0.05% | +4+0.1% | Added |
| Ballast, Inc. | 4,600 | $322.3K | 0.06% | +4,600 | New |
| Gradient Capital Advisors, LLC | 4,575 | $320.6K | 0.07% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 4,558 | $319.4K | 0.18% | +430+10.4% | Added |
| Clearstead Advisors, LLC | 4,551 | $318.9K | 0.00% | −3,380−42.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,505 | $315.7K | 0.01% | −239−5.0% | Reduced |
| CRA Financial Services, LLC | 4,505 | $315.7K | 0.04% | +32+0.7% | Added |
| PDS Planning, Inc | 4,495 | $315.0K | 0.02% | +3+0.1% | Added |
| Orion Capital Management LLC | 4,475 | $313.6K | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 4,440 | $311.1K | 0.10% | −1,365−23.5% | Reduced |
| Advyzon Investment Management, LLC | 4,437 | $310.9K | 0.02% | −8−0.2% | Reduced |
| American Trust | 4,413 | $309.2K | 0.02% | −89−2.0% | Reduced |
| Range Advisory, LLC | 4,377 | $306.7K | 0.04% | +859+24.4% | Added |
| Ipswich Investment Management Co., Inc. | 4,374 | $306.5K | 0.06% | 00.0% | Unchanged |
| Decision Investments, Inc | 4,320 | $302.7K | 0.28% | −20−0.5% | Reduced |
| TFB Advisors LLC | 4,310 | $302.0K | 0.13% | +25+0.6% | Added |
| Trustmark National Bank Trust Department | 4,278 | $299.8K | 0.02% | +198+4.9% | Added |
| Catalyst Funds Management Pty Ltd | 4,250 | $297.8K | 0.02% | −224−5.0% | Reduced |
| RFG Advisory, LLC | 4,222 | $295.8K | 0.00% | +4+0.1% | Added |
| Ancora Advisors, LLC | 4,199 | $294.2K | 0.01% | −301−6.7% | Reduced |
| Regal Investment Advisors LLC | 4,191 | $293.7K | 0.02% | +5+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,183 | $293.1K | 0.03% | +122+3.0% | Added |
| WESPAC Advisors, LLC | 4,172 | $292.3K | 0.14% | +197+5.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 4,153 | $291.0K | 0.03% | +11+0.3% | Added |
| Mainsail Asset Management, LLC | 3,994 | $289.1K | 0.11% | +3,994 | New |
| Family Management Corp | 4,104 | $287.6K | 0.03% | −64−1.5% | Reduced |
| Advisor OS, LLC | 4,101 | $287.4K | 0.02% | +88+2.2% | Added |
| Cambient Family Office, LLC | 4,090 | $286.6K | 0.04% | +4,090 | New |
| GeoWealth Management, LLC | 4,071 | $285.4K | 0.01% | +644+18.8% | Added |
| Herold Advisors, Inc. | 4,072 | $285.0K | 0.06% | +4,072 | New |
| Excalibur Management Corp | 4,065 | $284.8K | 0.09% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,056 | $284.2K | 0.01% | +4,056 | New |
| Angeles Wealth Management, LLC | 4,053 | $284.0K | 0.01% | +7+0.2% | Added |
| Cigna Investments Inc | 4,034 | $282.0K | 0.04% | +99+2.5% | Added |
| Independent Advisor Alliance | 4,013 | $281.2K | 0.01% | +4,013 | New |
| Ewa, LLC | 3,992 | $279.7K | 0.05% | +201+5.3% | Added |
| Capstone Wealth Management, LLC | 3,972 | $278.3K | 0.13% | +3,972 | New |
| Mirabella Financial Services LLP | 3,924 | $275.0K | 0.03% | −6,555−62.6% | Reduced |
| Legacy Advisors, LLC | 3,921 | $274.7K | 0.03% | −251−6.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,918 | $274.5K | 0.01% | +387+11.0% | Added |
| Cornerstone Wealth Group, LLC | 3,887 | $272.4K | 0.02% | +571+17.2% | Added |
| Systematic Alpha Investments, LLC | 3,860 | $270.5K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,825 | $268.0K | 0.01% | +10+0.3% | Added |
| Richardson Financial Services Inc. | 3,818 | $267.5K | 0.15% | −220−5.4% | Reduced |
| Legacy Financial Advisors, Inc. | 3,815 | $267.3K | 0.03% | +479+14.4% | Added |
| Check Capital Management Inc | 3,800 | $266.3K | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,799 | $266.2K | 0.00% | −3,800−50.0% | Reduced |
| International Assets Investment Management, LLC | 3,652 | $261.9K | 0.02% | −424−10.4% | Reduced |
| QTR Family Wealth, LLC | 3,732 | $261.5K | 0.09% | +91+2.5% | Added |
| Kingswood Wealth Advisors, LLC | 3,723 | $260.9K | 0.01% | +188+5.3% | Added |
| Change Path, LLC | 3,696 | $259.0K | 0.01% | −922−20.0% | Reduced |
| Compass Financial Management LLC | 3,488 | $256.6K | 0.03% | +3,488 | New |
| Root Financial Partners, LLC | 3,661 | $256.5K | 0.01% | +853+30.4% | Added |
| 55 North Private Wealth, LLC | 3,660 | $256.5K | 0.05% | +3,660 | New |
| Ameritas Investment Partners, Inc. | 3,653 | $256.0K | 0.01% | −158−4.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 3,653 | $256.0K | 0.14% | +3,653 | New |
| Indivisible Partners | 3,625 | $254.0K | 0.01% | +3,625 | New |
| Planned Solutions, Inc. | 3,599 | $252.2K | 0.07% | +246+7.3% | Added |
| Quent Capital, LLC | 3,596 | $252.0K | 0.02% | +296+9.0% | Added |
| Alps Advisors Inc | 3,594 | $251.8K | 0.00% | +3,594 | New |
| Sound View Wealth Advisors Group, LLC | 3,550 | $248.7K | 0.02% | −84−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,504 | $245.5K | 0.00% | −122−3.4% | Reduced |