HolderBook

CITIZENS FINL GROUP INC (CFG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

39
Reporting holders
$211.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,061
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Artemis Investment Management LLP$142.6M2,236,2931.24%5q+15.0%+$18.6M
VALLEY WEALTH MANAGERS, INC.$28.4M445,3281.61%6q-0.8%-$240.9K
Sound Income Strategies, LLC$19.3M301,2840.86%12q+1.1%+$203.8K
VISTA INVESTMENT PARTNERS LLC$4.3M68,2061.13%4q-2.2%-$96.7K
Venture Visionary Partners LLC$2.9M46,0760.08%21q+1.5%+$44.8K
FIG FINANCIAL ADVISORY SERVICES INC /ADV$1.9M29,3481.13%4q+92.0%+$896.7K
TOTH FINANCIAL ADVISORY CORP$1.9M29,2150.19%3q+7.9%+$136.1K
Farther Finance Advisors, LLC$1.6M25,5480.01%16q-1.7%-$27.4K
Everhart Financial Group, Inc.$1.6M24,3160.10%8q+4.5%+$66.1K
GAMMA Investing LLC$1.4M22,1220.05%12q+3.5%+$47.5K
Cox Capital Mgt LLC$1.2M19,4580.69%3qHELD
Wedmont Private Capital$1.1M17,3260.03%12q+5.7%+$60.4K
Versant Capital Management, Inc$589.5K9,2450.05%27q+6.9%+$37.9K
Crumly & Associates Inc.$385.8K6,0510.07%11qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$338.5K5,3090.00%16q-7.1%-$25.9K
Balefire, LLC$318.8K5,0000.05%6qHELD
Valeo Financial Advisors, LLC$279.4K4,3810.01%3q+11.8%+$29.5K
DECISION INVESTMENTS, INC$275.4K4,3200.25%4qHELD
Avidian Wealth Enterprises, LLC$212.6K3,3350.01%newNEW
RIVERSEDGE ADVISORS, LLC$204.5K3,2080.03%2q-1.0%-$2.2K
ARMSTRONG ADVISORY GROUP, INC$136.3K2,1380.01%16qHELD
MassMutual Private Wealth & Trust, FSB$122.0K1,9130.00%23q-8.7%-$11.6K
ELEVATION WEALTH PARTNERS, LLC$60.7K9520.02%5q+124.5%+$33.7K
Wealth Enhancement Trust Services, Inc.$59.6K9350.01%4q-58.6%-$84.5K
GoalVest Advisory LLC$56.3K8830.01%7q+29.9%+$12.9K
Grove Bank & Trust$52.1K8170.01%16qHELD
CoreCap Advisors, LLC$47.8K7490.00%9q+3.9%+$1.8K
Bank of New Hampshire$35.1K5500.01%19qHELD
ATWOOD & PALMER INC$23.6K3700.00%newNEW
Roxbury Financial LLC$21.4K3350.02%8qHELD
Retirement Wealth Solutions LLC$13.4K2110.01%8qHELD
Central Pacific Bank - Trust Division$11.0K1730.00%3qHELD
Mn Services Vermogensbeheer B.V.$7.9K124,4770.06%31qHELD
Bangor Savings Bank$4.8K750.00%4qHELD
Rosenberg Matthew Hamilton$3.4K530.00%7qHELD
Marquette Asset Management, LLC$1.4K220.00%3qHELD
Planning Strategies Inc.$1.3K200.00%2q+25.0%
GK Wealth Management LLC$1.2K190.00%newNEW
Noble Wealth Management PBC$1.1K180.00%newNEW
Davis Capital Management$956150.00%2q-28.6%
CX Institutional$4456,9830.01%10q+0.8%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213G/ACapital World Investors5.6%
2026-08-0713GSTATE STREET CORPORATION5.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-082026-10-06Charter or bylaws amendedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-24VAN SAUN BRUCEChairman and CEOSold129,369$9.3M
2026-05-12Moosally MichelleChief Legal OfficerSold6,050$376.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202639$211.5M3,315,61741480.0%
Q2 20261,100$31.4B445,800,8821484492910.8%
Q1 20261,023$24.2B399,751,2951314172871.0%
Q4 2025971$24.4B413,620,3091383352830.9%
Q3 2025867$22.0B411,064,0781332882800.9%
Q2 2025812$19.0B418,261,804962703001.3%
Q1 2025833$17.0B412,953,9641052952741.1%
Q4 2024821$18.3B414,164,663852682861.1%
Q3 2024804$17.5B419,060,8641002642871.5%
Q2 2024765$15.1B414,304,049952722421.3%
Q1 2024724$16.7B455,597,694812302611.3%
Q4 2023711$15.1B451,133,867931962811.2%
Q3 2023651$11.9B441,984,419482132641.0%
Q2 2023695$11.7B442,858,646752192821.4%
Q1 2023746$13.8B447,811,105822602541.4%
Q4 2022777$17.5B439,366,772842662570.9%
Q3 2022733$15.3B440,186,717602932320.9%
Q2 2022747$15.8B439,753,927883372090.6%
Q1 2022758$18.7B406,217,140832762441.4%
Q4 2021745$19.4B401,210,905732412461.7%
Q3 2021702$19.1B401,901,245662472351.4%
Q2 2021698$18.4B397,304,813702672271.0%
Q1 2021681$17.7B398,501,5241122222300.9%
Q4 2020613$14.5B398,066,812871852190.8%
Q3 2020554$10.2B400,948,497541792290.7%
Q2 2020571$10.2B401,859,186821822380.6%
Q1 2020572$7.7B407,096,510572172200.4%
Q4 2019687$17.1B421,118,199671962810.3%
Q3 2019651$15.0B422,805,975572012910.4%
Q2 2019648$15.7B441,027,870602172470.5%
Q1 2019657$14.5B444,499,643872232300.5%
Q4 2018626$13.8B463,054,16589120.3%