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 |
|---|---|---|---|---|---|
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,500 | $245.2K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 3,500 | $245.0K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,477 | $243.8K | 0.03% | +3,477 | New |
| SmartHarvest Portfolios, LLC | 3,471 | $243.2K | 0.08% | +3,471 | New |
| Fielder Capital Group LLC | 3,404 | $238.5K | 0.05% | +38+1.1% | Added |
| Snowden Capital Advisors LLC | 3,398 | $238.1K | 0.01% | −307−8.3% | Reduced |
| Virtue Capital Management, LLC | 3,385 | $237.2K | 0.03% | +3,385 | New |
| J.W. Cole Advisors, Inc. | 3,343 | $234.2K | 0.00% | +3,343 | New |
| Dorsey & Whitney Trust CO LLC | 3,331 | $233.4K | 0.01% | −9−0.3% | Reduced |
| Catalyst Financial Partners LLC | 3,311 | $232.0K | 0.02% | +3,311 | New |
| Moneta Group Investment Advisors LLC | 3,302 | $231.4K | 0.00% | −81−2.4% | Reduced |
| Strategic Blueprint, LLC | 3,276 | $229.5K | 0.01% | +3,276 | New |
| Challenger Wealth Management | 3,268 | $229.0K | 0.17% | +3,268 | New |
| Riversedge Advisors, LLC | 3,242 | $227.2K | 0.03% | +3,242 | New |
| Traphagen Investment Advisors LLC | 3,211 | $225.0K | 0.02% | −206−6.0% | Reduced |
| Kennedy Capital Management, Inc. | 3,210 | $224.9K | 0.00% | −198−5.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $224.2K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,195 | $223.9K | 0.00% | −238−6.9% | Reduced |
| Virtus Wealth Solutions LLC | 3,190 | $223.5K | 0.03% | −3,128−49.5% | Reduced |
| Ariadne Wealth Management, LP | 3,187 | $223.3K | 0.10% | +3,187 | New |
| Diversify Wealth Management, LLC | 3,135 | $222.9K | 0.00% | +22+0.7% | Added |
| Diversify Advisory Services, LLC | 3,135 | $222.9K | 0.00% | +3,135 | New |
| Partners in Financial Planning | 3,175 | $222.5K | 0.03% | +3,175 | New |
| Moss Adams Wealth Advisors LLC | 3,168 | $222.0K | 0.01% | +3,168 | New |
| Stewardship Advisors, LLC | 3,166 | $221.8K | 0.05% | +3,166 | New |
| Ausdal Financial Partners, Inc. | 3,164 | $221.7K | 0.01% | +3,164 | New |
| Gryphon Financial Partners LLC | 3,123 | $218.8K | 0.02% | +3,123 | New |
| Harvest Investment Services, LLC | 3,104 | $217.5K | 0.03% | +3,104 | New |
| MJP Associates Inc | 3,082 | $216.0K | 0.02% | +3,082 | New |
| State of Wyoming | 3,076 | $215.5K | 0.02% | −1,698−35.6% | Reduced |
| Blalock Williams, LLC | 3,072 | $215.3K | 0.14% | +3,072 | New |
| Beacon Investment Advisory Services, Inc. | 3,060 | $214.4K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,042 | $213.2K | 0.01% | +3,042 | New |
| Everpar Advisors LLC | 3,007 | $210.7K | 0.06% | +3,007 | New |
| Ibex Wealth Advisors | 2,999 | $210.1K | 0.02% | +2,999 | New |
| Platform Technology Partners | 2,998 | $210.1K | 0.03% | +2,998 | New |
| Bradley Foster & Sargent Inc | 2,997 | $210.0K | 0.00% | +2,997 | New |
| Boyar Asset Management Inc. | 2,992 | $209.6K | 0.12% | +2,992 | New |
| Signal Advisors Wealth, LLC | 2,985 | $209.2K | 0.01% | −1,422−32.3% | Reduced |
| Investment Research Partners LLC | 2,982 | $208.9K | 0.07% | +2,982 | New |
| First Citizens Bank & Trust Co | 2,982 | $208.9K | 0.00% | +2,982 | New |
| Financial Advisory Service, Inc. | 2,966 | $207.8K | 0.01% | +2,966 | New |
| Mayflower Financial Advisors, LLC | 2,955 | $207.1K | 0.02% | +2,955 | New |
| Turtle Creek Wealth Advisors, LLC | 2,953 | $206.9K | 0.01% | +2,953 | New |
| OneAscent Financial Services LLC | 2,944 | $206.3K | 0.01% | +2,944 | New |
| PFG Investments, LLC | 2,941 | $206.1K | 0.01% | +2,941 | New |
| Wedbush Securities Inc | 2,933 | $206.0K | 0.01% | +2,933 | New |
| Edgemoor Investment Advisors, Inc. | 2,939 | $205.9K | 0.01% | +2,939 | New |
| Guardian Wealth Advisors, LLC | 2,896 | $202.9K | 0.01% | +2,896 | New |
| Flatrock Wealth Partners LLC | 2,885 | $202.1K | 0.08% | +2,885 | New |
| Summit Wealth Group LLC | 2,885 | $202.1K | 0.02% | +2,885 | New |
| GTS Securities LLC | 2,857 | $200.2K | 0.00% | −7,425−72.2% | Reduced |
| McGuire Capital Advisors Inc | 2,846 | $199.4K | 0.11% | +1,055+58.9% | Added |
| Venturi Wealth Management, LLC | 2,839 | $198.9K | 0.01% | +2,839 | New |
| Raleigh Capital Management Inc. | 2,762 | $193.5K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,698 | $189.0K | 0.04% | −2,687−49.9% | Reduced |
| Parkside Financial Bank & Trust | 2,203 | $154.4K | 0.01% | +367+20.0% | Added |
| Strive Financial Group ,LLC | 2,195 | $153.8K | 0.07% | +1,925+713.0% | Added |
| Armstrong Advisory Group, Inc | 2,138 | $149.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,136 | $149.6K | 0.00% | −585−21.5% | Reduced |
| Massmutual Trust Co FSB | 2,095 | $146.8K | 0.00% | −138−6.2% | Reduced |
| Key Capital Management, INC | 2,062 | $144.5K | 0.07% | −473−18.7% | Reduced |
| LRI Investments, LLC | 2,041 | $143.0K | 0.01% | +24+1.2% | Added |
| Hamilton Capital Partners Inc. | 2,038 | $142.8K | 0.00% | −977−32.4% | Reduced |
| Harbour Investments, Inc. | 2,035 | $142.6K | 0.00% | +184+9.9% | Added |
| Corsicana & Co. | 2,000 | $140.1K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,962 | $137.5K | 0.00% | −47−2.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,900 | $133.1K | 0.03% | −21,449−91.9% | Reduced |
| CVA Family Office, LLC | 1,889 | $132.4K | 0.01% | +76+4.2% | Added |
| Zions Bancorporation, National Association | 1,843 | $129.1K | 0.01% | +164+9.8% | Added |
| Oslo Pensjonsforsikring AS | 1,828 | $128.1K | 0.01% | +1,048+134.4% | Added |
| First Financial Corp | 1,800 | $126.1K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,778 | $124.6K | 0.00% | −95−5.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,764 | $123.6K | 0.04% | −333−15.9% | Reduced |
| REAP Financial Group, LLC | 1,758 | $123.2K | 0.02% | +9+0.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,683 | $117.9K | 0.02% | +1,683 | New |
| Cromwell Holdings LLC | 1,570 | $110.0K | 0.05% | +57+3.8% | Added |
| Private Trust Co NA | 1,562 | $109.4K | 0.01% | −22−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 1,500 | $105.1K | 0.00% | +1,500 | New |
| Basecamp Wealth Advisors LLC | 1,440 | $100.9K | 0.02% | +71+5.2% | Added |
| SJS Investment Consulting Inc. | 1,436 | $100.6K | 0.01% | +48+3.5% | Added |
| Exchange Traded Concepts, LLC | 1,378 | $96.6K | 0.00% | +18+1.3% | Added |
| Gen-Wealth Partners Inc | 1,369 | $95.9K | 0.03% | −52−3.7% | Reduced |
| True Wealth Design, LLC | 1,329 | $93.1K | 0.02% | +592+80.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,325 | $92.8K | 0.01% | +390+41.7% | Added |
| Ameriflex Group, Inc. | 1,293 | $90.6K | 0.04% | +132+11.4% | Added |
| Action Point Financial Planning, LLC | 1,268 | $88.6K | 0.01% | +1,268 | New |
| Manchester Capital Management LLC | 1,204 | $84.4K | 0.01% | −9−0.7% | Reduced |
| Delta Asset Management LLC | 1,198 | $83.9K | 0.01% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 1,163 | $81.5K | 0.12% | +1,163 | New |
| Onefund, LLC | 1,153 | $80.8K | 0.05% | −28−2.4% | Reduced |
| Salem Investment Counselors Inc | 1,135 | $79.5K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,098 | $78.0K | 0.02% | +800+268.5% | Added |
| SBI Securities Co., Ltd. | 1,084 | $76.0K | 0.00% | +110+11.3% | Added |
| Owl Creek Wealth Partners LLC | 1,077 | $75.5K | 0.02% | +15+1.4% | Added |
| Markowski Investments | 1,048 | $73.4K | 0.02% | +1,048 | New |
| Trust Co of Vermont | 1,033 | $72.4K | 0.00% | +1,033 | New |
| Pension & Wealth Management Advisors, Inc. | 1,030 | $72.2K | 0.02% | +7+0.7% | Added |
| Central Trust Co | 934 | $65.4K | 0.00% | +14+1.5% | Added |
| Quest 10 Wealth Builders, Inc. | 860 | $60.3K | 0.05% | −18−2.1% | Reduced |