Who holds CFGticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CITIZENS FINL GROUP INC · COM · quarter ended 2026-03-31 · 10 members disclosed CFG ↗

751

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$20.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

431

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CFG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.8B	46,700,087	+1,119,192	add
2	Capital World Investors	$1.7B	27,904,054	−8,982,654	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	26,864,839	—	no prior
4	Invesco Ltd.	$1.4B	22,926,809	+192,653	add
5	STATE STREET CORP	$1.2B	20,262,332	−2,493,294	trim
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	19,925,763	—	no prior
7	MORGAN STANLEY	$762M	12,712,681	+1,494,706	add
8	AQR CAPITAL MANAGEMENT LLC	$434M	7,340,645	−381,914	trim
9	NORDEA INVESTMENT MANAGEMENT AB	$430M	7,323,185	+102,199	add
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$401M	6,679,483	−69,910	trim
11	DIMENSIONAL FUND ADVISORS LP	$283M	4,719,160	+28,602	add
12	NORTHERN TRUST CORP	$269M	4,486,554	+12,691	add
13	VICTORY CAPITAL MANAGEMENT INC	$246M	4,096,696	−634,896	trim
14	ROYAL BANK OF CANADA	$242M	4,034,949	−521,789	trim
15	CITADEL ADVISORS LLC	$233M	3,886,355	+1,830,623	add
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$201M	3,344,169	+427,697	add
17	D. E. Shaw & Co., Inc.	$177M	2,957,561	+1,764,433	add
18	Legal & General Group Plc	$169M	2,811,794	+8,153	add
19	Amundi	$169M	2,810,153	−703,235	trim
20	BANK OF AMERICA CORP /DE/	$161M	2,682,294	+126,499	add
21	WELLINGTON MANAGEMENT GROUP LLP	$156M	2,596,716	−237,593	trim
22	FMR LLC	$151M	2,512,064	+96,142	add
23	BALYASNY ASSET MANAGEMENT L.P.	$147M	2,458,997	+1,007,388	add
24	VANGUARD FIDUCIARY TRUST CO	$143M	2,376,430	—	no prior
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$138M	2,306,798	−4,368,435	trim
26	UBS Group AG	$135M	2,258,155	+4,766	add
27	Swedbank AB	$126M	2,107,414	+402,845	add
28	Capital International Investors	$124M	2,071,663	−5,929,087	trim
29	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$123M	2,050,406	−125,466	trim
30	Artemis Investment Management LLP	$114M	1,899,294	−548,756	trim
31	Point72 Asset Management, L.P.	$109M	1,813,936	−698,957	trim
32	ASSETMARK, INC	$107M	1,788,249	+111,135	add
33	DEUTSCHE BANK AG\	$107M	1,781,453	−193,982	trim
34	Qube Research & Technologies Ltd	$102M	1,694,180	+1,445,885	add
35	HSBC HOLDINGS PLC	$94.6M	1,579,301	−2,092,051	trim
36	RAYMOND JAMES FINANCIAL INC	$94.6M	1,581,109	+109,048	add
37	BARCLAYS PLC	$83.5M	1,392,949	+342,964	add
38	MILLENNIUM MANAGEMENT LLC	$78.7M	1,312,084	+1,090,842	add
39	Quantinno Capital Management LP	$78.6M	1,311,269	+292,591	add
40	Alyeska Investment Group, L.P.	$76.5M	1,276,076	−849,957	trim
41	Junto Capital Management LP	$75.9M	1,265,092	+597,369	add
42	WELLS FARGO & COMPANY/MN	$74.4M	1,241,050	−100,689	trim
43	BANK OF MONTREAL /CAN/	$69.9M	1,165,116	−160,113	trim
44	FIRST TRUST ADVISORS LP	$68.3M	1,138,819	−122,515	trim
45	JANE STREET GROUP, LLC	$63.3M	1,055,996	+1,001,036	add
46	Assenagon Asset Management S.A.	$61.1M	1,019,011	+352,845	add
47	CITIGROUP INC	$58.8M	981,097	+508,351	add
48	TODD ASSET MANAGEMENT LLC	$58.4M	974,278	−17,232	trim
49	BRUNI J V & CO /CO	$58.2M	971,020	−9,676	trim
50	Mitsubishi UFJ Asset Management Co., Ltd.	$56.9M	947,987	+45,425	add
51	Vanguard Global Advisers, LLC	$56.8M	947,914	—	no prior
52	ALGEBRIS (UK) LTD	$55.6M	928,970	+423,587	add
53	Nuveen, LLC	$55.4M	923,137	+43,159	add
54	Freestone Grove Partners LP	$54.8M	914,358	+207,383	add
55	National Pension Service	$54.7M	912,092	+912,092	new
56	VANGUARD ASSET MANAGEMENT, Ltd	$52.7M	878,519	—	no prior
57	Engineers Gate Manager LP	$51.7M	862,098	+500,731	add
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$49.6M	827,813	+25,504	add
59	Korea Investment CORP	$49.0M	817,311	+161,704	add
60	FRANKLIN RESOURCES INC	$47.8M	796,299	+195,879	add
61	Longaeva Partners L.P.	$47.1M	785,893	+412,286	add
62	ENVESTNET ASSET MANAGEMENT INC	$45.5M	759,359	+128,547	add
63	ZACKS INVESTMENT MANAGEMENT	$45.1M	752,253	+150,415	add
64	Bridgewater Associates, LP	$42.8M	713,638	−140,265	trim
65	BNP Paribas Asset Management Holding S.A.	$41.3M	689,381	+165,289	add
66	Vinva Investment Management Ltd	$40.2M	700,143	−32,148	trim
67	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$39.9M	664,705	+169,726	add
68	TEACHER RETIREMENT SYSTEM OF TEXAS	$36.6M	609,786	+595,499	add
69	ALLIANCEBERNSTEIN L.P.	$34.9M	596,895	+47,861	add
70	Man Group plc	$34.7M	579,151	+43,773	add
71	Ensign Peak Advisors, Inc	$34.5M	575,263	+479,086	add
72	LPL Financial LLC	$32.8M	546,926	+8,661	add
73	PRUDENTIAL FINANCIAL INC	$32.8M	546,695	+330,236	add
74	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$32.2M	536,209	−25,784	trim
75	HoldCo Asset Management, LP	$31.3M	522,526	−659,333	trim
76	Allspring Global Investments Holdings, LLC	$31.1M	513,090	+8,495	add
77	AE Wealth Management LLC	$30.7M	511,610	+99,124	add
78	IEQ CAPITAL, LLC	$30.4M	506,748	+13,140	add
79	PRINCIPAL FINANCIAL GROUP INC	$29.6M	493,588	−3,540	trim
80	FEDERATED HERMES, INC.	$28.9M	482,504	−34,713	trim
81	Klingman & Associates, LLC	$27.4M	456,878	+29,861	add
82	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$26.3M	438,411	+13,163	add
83	TWO SIGMA INVESTMENTS, LP	$26.3M	438,015	+404,390	add
84	SCHRODER INVESTMENT MANAGEMENT GROUP	$25.5M	443,398	−211,089	trim
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.4M	407,047	−7,942	trim
86	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$24.3M	405,639	+405,639	new
87	Creative Planning	$24.2M	404,143	+74,727	add
88	Mariner, LLC	$23.5M	391,348	+87,657	add
89	Cerity Partners LLC	$22.9M	382,525	+39,832	add
90	Zurcher Kantonalbank (Zurich Cantonalbank)	$22.9M	381,326	+381,326	new
91	Prana Capital Management, LP	$22.6M	376,516	−587,691	trim
92	AVIVA PLC	$22.4M	373,959	+10,148	add
93	Stieven Capital Advisors, L.P.	$22.4M	373,880	−1,300	trim
94	FRONTIER CAPITAL MANAGEMENT CO LLC	$22.4M	373,384	−17,161	trim
95	Capital International, Inc./CA/	$21.9M	365,869	−288,702	trim
96	Ceredex Value Advisors LLC	$21.4M	357,200	−48,100	trim
97	Hudson Bay Capital Management LP	$21.3M	355,364	+50,875	add
98	SEI INVESTMENTS CO	$20.9M	349,068	+21,987	add
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$20.0M	333,979	−42,417	trim
100	Aberdeen Group plc	$19.8M	329,951	+10,239	add
101	Eurizon Capital SGR S.p.A.	$19.3M	321,797	+22,420	add
102	STIFEL FINANCIAL CORP	$18.9M	315,789	+12,621	add
103	CITIZENS FINANCIAL GROUP INC/RI	$18.9M	315,426	−23,948	trim
104	Zurich Insurance Group Ltd/FI	$18.0M	300,705	−397,372	trim
105	OLD NATIONAL BANCORP /IN/	$18.0M	299,733	+134,577	add
106	SOROS FUND MANAGEMENT LLC	$17.9M	298,507	0	no change
107	STATE OF WISCONSIN INVESTMENT BOARD	$16.8M	280,128	−40,523	trim
108	JUPITER ASSET MANAGEMENT LTD	$16.1M	268,748	−1,736	trim
109	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$15.9M	265,671	0	no change
110	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.6M	260,701	−3,661	trim
111	TORONTO DOMINION BANK	$15.1M	251,330	−66,984	trim
112	Ategra Capital Management, LLC	$14.9M	248,665	+8,658	add
113	Corient Private Wealth LLC	$14.8M	249,156	−37,297	trim
114	Pictet Asset Management Holding SA	$14.4M	239,343	−33,273	trim
115	Taikang Asset Management (Hong Kong) Co Ltd	$14.3M	238,340	+133,599	add
116	CWM, LLC	$13.5M	225,549	+38,072	add
117	Soapstone Management L.P.	$13.5M	225,000	0	no change
118	Baird Financial Group, Inc.	$13.4M	223,355	+223,355	new
119	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.1M	218,936	+139,884	add
120	Vanguard Investments Australia, Ltd.	$12.9M	214,804	—	no prior
121	Chevy Chase Trust Holdings, LLC	$12.6M	209,366	−8,440	trim
122	Focus Partners Wealth	$12.1M	201,494	+17,810	add
123	AustralianSuper Pty Ltd	$11.7M	194,770	−32,993	trim
124	Wealthfront Advisers LLC	$11.6M	192,794	−1,979	trim
125	NATIONAL BANK OF CANADA /FI/	$11.5M	191,982	+43,485	add
126	Tredje AP-fonden	$11.4M	190,779	+143,788	add
127	AMERICAN CENTURY COMPANIES INC	$11.1M	185,497	−5,720	trim
128	APG Asset Management N.V.	$11.1M	213,664	−124,937	trim
129	Asset Management One Co., Ltd.	$10.9M	182,589	+6,489	add
130	Rafferty Asset Management, LLC	$10.9M	181,459	−98,081	trim
131	Mitsubishi UFJ Trust & Banking Corp	$10.7M	178,565	−18,459	trim
132	CIBC WORLD MARKET INC.	$10.5M	174,617	+100,765	add
133	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$10.4M	181,099	−45,106	trim
134	ROYAL LONDON ASSET MANAGEMENT LTD	$10.0M	167,155	+1,240	add
135	Cambria Investment Management, L.P.	$10.0M	166,336	+6,650	add
136	Channing Capital Management, LLC	$9.8M	164,081	−11,288	trim
137	ExodusPoint Capital Management, LP	$9.6M	160,341	−269,336	trim
138	Cetera Investment Advisers	$9.5M	159,144	−5,380	trim
139	MACQUARIE GROUP LTD	$9.5M	157,841	−21,499	trim
140	NOMURA ASSET MANAGEMENT CO LTD	$9.4M	157,331	−1,823	trim
141	TD ASSET MANAGEMENT INC	$9.3M	155,544	−3,642	trim
142	Goelzer Investment Management, Inc.	$9.2M	153,963	−491	trim
143	MERCER GLOBAL ADVISORS INC /ADV	$9.2M	153,472	−3,049	trim
144	DRW Securities, LLC	$8.5M	141,970	−12,961	trim
145	Pathstone Holdings, LLC	$8.4M	140,873	−3,748	trim
146	Graham Capital Management, L.P.	$8.4M	140,716	+102,309	add
147	NFJ INVESTMENT GROUP, LLC	$8.4M	140,696	−31,585	trim
148	Andra AP-fonden	$8.3M	138,600	+29,300	add
149	TRUIST FINANCIAL CORP	$8.3M	137,574	+5,463	add
150	Resona Asset Management Co.,Ltd.	$8.2M	137,188	+3,927	add
151	MACKENZIE FINANCIAL CORP	$7.8M	130,210	+11,390	add
152	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.7M	128,884	+59,800	add
153	Tidal Investments LLC	$7.6M	129,378	+71,274	add
154	FJ Capital Management LLC	$7.6M	125,939	+125,939	new
155	FLPUTNAM INVESTMENT MANAGEMENT CO	$7.5M	125,380	+125,380	new
156	FIRST NATIONAL TRUST CO	$7.5M	124,487	+124,487	new
157	Fisher Asset Management, LLC	$7.4M	123,724	−4,700	trim
158	Robeco Institutional Asset Management B.V.	$7.4M	122,925	+99,540	add
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.3M	121,973	−1,500	trim
160	ZWJ INVESTMENT COUNSEL INC	$7.3M	121,487	+10,066	add
161	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.2M	120,868	+11,455	add
162	LBP AM SA	$7.1M	118,809	+118,809	new
163	Swiss Life Asset Management Ltd	$7.1M	117,734	+19,717	add
164	Arizona State Retirement System	$7.0M	116,738	−1,653	trim
165	Czech National Bank	$6.9M	115,743	+2,494	add
166	VOYA INVESTMENT MANAGEMENT LLC	$6.9M	115,265	+30,266	add
167	NewEdge Advisors, LLC	$6.7M	112,088	+112,088	new
168	State of New Jersey Common Pension Fund D	$6.5M	108,893	+19,774	add
169	MALTESE CAPITAL MANAGEMENT LLC	$6.5M	107,779	+12,779	add
170	CIBC Bancorp USA Inc.	$6.3M	105,636	—	no prior
171	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.3M	105,183	−193,873	trim
172	RED CEDAR INVESTMENT MANAGEMENT, LLC	$6.3M	104,511	−672	trim
173	GUGGENHEIM CAPITAL LLC	$6.2M	103,671	−2,905	trim
174	CIBC Asset Management Inc	$6.2M	102,839	+744	add
175	IFM Investors Pty Ltd	$6.1M	101,893	+2,804	add
176	Asio Capital, LLC	$6.1M	101,876	−9,161	trim
177	ProShare Advisors LLC	$6.0M	100,169	−5,191	trim
178	Harvest Portfolios Group Inc.	$6.0M	100,100	−8,373	trim
179	Shellback Capital, LP	$6.0M	100,000	+100,000	new
180	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.9M	98,997	−904	trim
181	FIFTH THIRD BANCORP	$5.9M	97,613	+67,578	add
182	HighTower Advisors, LLC	$5.7M	94,662	+36,014	add
183	MILFORD FUNDS LTD	$5.6M	93,000	+93,000	new
184	Retirement Systems of Alabama	$5.4M	90,250	−1,115	trim
185	XTX Topco Ltd	$5.4M	89,370	+72,084	add
186	BTC Capital Management, Inc.	$5.3M	88,816	+3,377	add
187	SEB Asset Management AB	$5.2M	86,682	—	no prior
188	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.1M	85,213	−1,393	trim
189	Mirae Asset Global Investments Co., Ltd.	$5.0M	83,560	+12,730	add
190	Woodline Partners LP	$5.0M	83,417	+10,104	add
191	Ascent Group, LLC	$5.0M	82,563	−8,576	trim
192	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$4.9M	82,212	+37,488	add
193	Vanguard Personalized Indexing Management, LLC	$4.9M	81,807	+7,708	add
194	HORAN Wealth, LLC	$4.9M	81,155	+720	add
195	Stanley-Laman Group, Ltd.	$4.7M	78,935	+5,621	add
196	NEOS Investment Management LLC	$4.6M	76,054	+2,711	add
197	BRANDES INVESTMENT PARTNERS, LP	$4.6M	76,001	+8,000	add
198	Federation des caisses Desjardins du Quebec	$4.4M	74,038	+10,715	add
199	Elizabeth Park Capital Advisors, Ltd.	$4.4M	73,130	−5,200	trim
200	Daiwa Securities Group Inc.	$4.4M	72,806	+3,136	add
201	Trexquant Investment LP	$4.3M	72,481	−191,726	trim
202	XPONANCE LLC	$4.3M	72,110	+10,041	add
203	VISTA INVESTMENT PARTNERS LLC	$4.3M	71,237	+2,658	add
204	Utah Retirement Systems	$4.2M	69,758	−2,163	trim
205	COMMONWEALTH EQUITY SERVICES, LLC	$4.1M	69,038	−16,940	trim
206	Capital Investment Counsel, LLC	$4.1M	68,270	+2,926	add
207	Crossmark Global Holdings, Inc.	$4.1M	68,179	—	no prior
208	Bellwether Advisors, LLC	$4.0M	66,846	+66,846	new
209	Merit Financial Group, LLC	$3.9M	65,392	+18,870	add
210	ABN AMRO INVESTMENT SOLUTIONS	$3.9M	64,894	+42,148	add
211	MML INVESTORS SERVICES, LLC	$3.8M	63,616	−11,671	trim
212	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.8M	63,518	+932	add
213	Triasima Portfolio Management inc.	$3.7M	62,399	+62,399	new
214	Factorial Partners, LLC	$3.7M	62,000	−4,000	trim
215	Rakuten Investment Management, Inc.	$3.6M	63,297	+6,719	add
216	MV CAPITAL MANAGEMENT, INC.	$3.6M	59,910	−1,131	trim
217	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	59,197	−17,219	trim
218	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.5M	58,954	+1,292	add
219	BANK OF NOVA SCOTIA	$3.5M	57,904	−2,378	trim
220	Private Advisor Group, LLC	$3.5M	57,866	+311	add
221	Petiole USA ltd	$3.4M	57,054	−4,700	trim
222	OSAIC HOLDINGS, INC.	$3.4M	56,987	−1,938	trim
223	Summit Trail Advisors, LLC	$3.4M	56,154	+11,350	add
224	COOKSON PEIRCE & CO INC	$3.4M	56,135	+4,542	add
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.4M	56,019	+540	add
226	Sanctuary Advisors, LLC	$3.3M	55,768	+6,168	add
227	Janus Henderson Group Ltd.	$3.3M	55,313	−2,567	trim
228	Rockefeller Capital Management L.P.	$3.3M	55,079	−9,244	trim
229	Dynamic Advisor Solutions LLC	$3.2M	54,100	+12,812	add
230	USS Investment Management Ltd	$3.2M	54,006	+2,848	add
231	Verition Fund Management LLC	$3.2M	52,669	−17,287	trim
232	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$3.1M	52,350	0	no change
233	Y-Intercept (Hong Kong) Ltd	$3.1M	51,913	+51,913	new
234	Aster Capital Management (DIFC) Ltd	$3.1M	75,274	+75,274	new
235	INTECH INVESTMENT MANAGEMENT LLC	$3.0M	50,799	+37,900	add
236	Sequoia Financial Advisors, LLC	$3.0M	49,442	+4,884	add
237	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.9M	48,708	+48,708	new
238	B. Metzler seel. Sohn & Co. AG	$2.9M	47,674	+558	add
239	BTG Pactual Asset Management US LLC	$2.8M	47,145	+17,187	add
240	INTRUST BANK NA	$2.8M	47,117	+3,901	add
241	Candriam S.C.A.	$2.8M	46,597	−5,720	trim
242	Allianz Asset Management GmbH	$2.8M	46,095	−89,077	trim
243	Financiere des Professionnels - Fonds d'investissement inc.	$2.8M	46,045	−43	trim
244	Brevan Howard Capital Management LP	$2.8M	45,908	−98,046	trim
245	VISTA INVESTMENT PARTNERS II, LLC	$2.7M	45,840	+1,502	add
246	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.7M	45,206	−913	trim
247	OP Asset Management Ltd	$2.7M	44,853	—	no prior
248	EVERGREEN CAPITAL MANAGEMENT LLC	$2.7M	44,326	+534	add
249	FIRST MANHATTAN CO. LLC.	$2.7M	44,272	−1,932	trim
250	Venture Visionary Partners LLC	$2.6M	44,027	+1,473	add
251	StoneX Group Inc.	$2.5M	41,651	−7,075	trim
252	Orion Porfolio Solutions, LLC	$2.5M	41,468	−14,941	trim
253	KEYBANK NATIONAL ASSOCIATION/OH	$2.5M	41,314	−1,317	trim
254	PRIVATE MANAGEMENT GROUP INC	$2.4M	40,565	0	no change
255	HB Wealth Management, LLC	$2.3M	37,947	+8,030	add
256	OMERS ADMINISTRATION Corp	$2.3M	37,578	+21,014	add
257	Arvest Bank Trust Division	$2.2M	37,314	+467	add
258	CREDIT AGRICOLE S A	$2.2M	35,990	−25,080	trim
259	Lee Financial Co	$2.1M	35,602	−157	trim
260	&PARTNERS	$2.1M	35,567	+4,488	add
261	Avanza Fonder AB	$2.1M	35,231	0	no change
262	Vident Advisory, LLC	$2.1M	34,829	+19,116	add
263	Empowered Funds, LLC	$2.1M	34,775	+34,775	new
264	ALTFEST L J & CO INC	$2.1M	34,224	−880	trim
265	Trust Investment Advisors	$2.0M	34,066	−4,458	trim
266	QRG CAPITAL MANAGEMENT, INC.	$2.0M	33,993	+3,366	add
267	Osmosis Investment Management UK Ltd	$2.0M	33,815	+20,576	add
268	TD Waterhouse Canada Inc.	$2.0M	32,886	+32,885	add
269	DAVENPORT & Co LLC	$2.0M	32,823	−625	trim
270	Parallax Volatility Advisers, L.P.	$2.0M	30,092	−29,290	trim
271	Sterling Investment Counsel, LLC	$1.9M	32,304	+379	add
272	Diversified Trust Co	$1.9M	31,293	+20,158	add
273	Investment Management Corp of Ontario	$1.8M	30,734	+1,600	add
274	FIDUCIARY TRUST CO	$1.8M	30,515	−3,756	trim
275	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8M	30,158	+3,565	add
276	Jefferies Financial Group Inc.	$1.8M	29,741	+25,282	add
277	Apollon Wealth Management, LLC	$1.7M	29,124	+3,171	add
278	Chicago Partners Investment Group LLC	$1.7M	26,574	+6,165	add
279	Caprock Group, LLC	$1.7M	28,795	+2,301	add
280	Prosperity Consulting Group, LLC	$1.7M	28,764	+1,411	add
281	Donoghue Forlines LLC	$1.7M	28,479	+3,028	add
282	Atria Investments, Inc	$1.7M	28,327	−2,971	trim
283	Ameritas Advisory Services, LLC	$1.7M	28,008	−3,465	trim
284	US BANCORP \DE\	$1.7M	27,802	−4,203	trim
285	Focus Partners Advisor Solutions, LLC	$1.7M	27,793	+1,169	add
286	Vontobel Holding Ltd.	$1.7M	27,554	+22,671	add
287	Generali Asset Management SPA SGR	$1.6M	27,360	+27,360	new
288	ASR Vermogensbeheer N.V.	$1.6M	27,270	+2,094	add
289	SALZHAUER MICHAEL	$1.6M	121,391	+100,000	add
290	Bastion Asset Management Inc.	$1.6M	27,213	+27,213	new
291	Krilogy Financial LLC	$1.6M	25,014	−317	trim
292	TOUNJIAN ADVISORY PARTNERS, LLC	$1.6M	26,596	+3,478	add
293	Integrated Quantitative Investments LLC	$1.6M	26,463	+21,863	add
294	EFG International AG	$1.6M	26,149	+173	add
295	Norinchukin Bank, The	$1.6M	26,059	−89	trim
296	Portfolio Design Labs, LLC	$1.6M	26,050	−6,361	trim
297	Meeder Advisory Services, Inc.	$1.5M	25,779	−424	trim
298	MIZUHO SECURITIES USA LLC	$1.5M	25,692	−5,580	trim
299	Royal Palms Capital LLC	$1.5M	25,615	+8,005	add
300	ARVEST INVESTMENTS, INC.	$1.5M	25,526	−589	trim
301	AlTi Global, Inc.	$1.5M	25,494	+71	add
302	Callan Family Office, LLC	$1.5M	25,299	−1,079	trim
303	Lombard Odier Asset Management (Switzerland) SA	$1.5M	25,100	+6,100	add
304	GRIMES & Co WEALTH MANAGEMENT, LLC	$1.5M	24,988	+24,988	new
305	Fideuram Asset Management (Ireland) dac	$1.5M	23,969	+22,846	add
306	Trivium Point Advisory, LLC	$1.5M	24,383	−2,547	trim
307	PINNACLE ASSOCIATES LTD	$1.4M	24,126	+80	add
308	BROWN, LISLE/CUMMINGS, INC.	$1.4M	23,925	−2,138	trim
309	Steward Partners Investment Advisory, LLC	$1.4M	23,728	+3,927	add
310	Highview Capital Management LLC/DE/	$1.4M	23,576	+1,119	add
311	Magnetar Financial LLC	$1.4M	24,564	+24,564	new
312	Bull Harbor Capital LLC	$1.4M	23,486	—	no prior
313	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.4M	23,300	+23,300	new
314	Covenant Asset Management, LLC	$1.4M	23,277	−426	trim
315	New England Research & Management, Inc.	$1.4M	22,517	−670	trim
316	MAVERICK CAPITAL LTD	$1.3M	22,222	+22,222	new
317	Tower Research Capital LLC (TRC)	$1.3M	21,809	+15,236	add
318	Everhart Financial Group, Inc.	$1.3M	21,792	+4,463	add
319	Maryland State Retirement & Pension System	$1.3M	21,678	0	no change
320	Minerva Advisors LLC	$1.3M	21,485	0	no change
321	Phoenix Financial Ltd.	$1.3M	21,356	+21,356	new
322	Strategic Advisors LLC	$1.3M	21,270	0	no change
323	Qsemble Capital Management, LP	$1.3M	21,244	+21,244	new
324	COLDSTREAM CAPITAL MANAGEMENT INC	$1.3M	21,174	+2,900	add
325	Curi Capital, LLC	$1.3M	21,167	−27	trim
326	OPPENHEIMER & CO INC	$1.2M	20,794	−30	trim
327	Bleakley Financial Group, LLC	$1.2M	20,721	+2,786	add
328	Aaron Wealth Advisors LLC	$1.2M	20,711	−174	trim
329	M&T BANK CORP	$1.2M	20,659	+729	add
330	Belpointe Asset Management LLC	$1.2M	20,014	+7,815	add
331	ROMANO BROTHERS AND COMPANY	$1.2M	19,867	−500	trim
332	Fort Sheridan Advisors LLC	$1.2M	19,646	0	no change
333	ING GROEP NV	$1.2M	19,536	−523	trim
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	19,515	+1,965	add
335	SeaCrest Wealth Management, LLC	$1.2M	19,283	+119	add
336	PVG ASSET MANAGEMENT CORP	$1.1M	17,245	—	no prior
337	FOX RUN MANAGEMENT, L.L.C.	$1.1M	19,802	+12,860	add
338	Vise Technologies, Inc.	$1.1M	19,415	0	no change
339	EVOLVE PRIVATE WEALTH, LLC	$1.1M	18,769	+1,329	add
340	Pallas Capital Advisors LLC	$1.1M	18,704	−1,758	trim
341	BENJAMIN EDWARDS INC	$1.1M	18,316	+718	add
342	Metis Global Partners, LLC	$1.1M	18,215	+4,432	add
343	QUADRANT CAPITAL GROUP LLC	$1.1M	18,062	+129	add
344	Elevated Capital Advisors, LLC	$1.1M	17,752	+969	add
345	Savant Capital, LLC	$1.1M	17,712	+3,657	add
346	MUFG Securities EMEA plc	$1.0M	17,423	−91,784	trim
347	WealthTrust Asset Management, LLC	$1.0M	17,131	+512	add
348	CSS LLC/IL	$1.0M	17,080	−2,470	trim
349	Pekin Hardy Strauss, Inc.	$1.0M	17,046	−4,524	trim
350	Weiss Asset Management LP	$1.0M	16,860	+16,860	new
351	CANADA PENSION PLAN INVESTMENT BOARD	$990K	16,500	+16,500	new
352	Wedmont Private Capital	$968K	15,185	+1,722	add
353	KESTRA PRIVATE WEALTH SERVICES, LLC	$968K	16,142	+6,102	add
354	STOREBRAND ASSET MANAGEMENT AS	$961K	16,033	—	no prior
355	PAR CAPITAL MANAGEMENT INC	$960K	16,000	+16,000	new
356	Centennial Wealth Advisory LLC	$953K	15,895	+3,409	add
357	Empirical Finance, LLC	$953K	15,891	−53	trim
358	INDEPENDENT FINANCIAL GROUP, LLC	$937K	15,620	—	no prior
359	Arax Advisory Partners	$934K	15,577	+34	add
360	BLAIR WILLIAM & CO/IL	$919K	15,330	−886	trim
361	GREENWOOD CAPITAL ASSOCIATES LLC	$918K	15,306	−9,798	trim
362	Bluesphere Advisors LLC	$910K	15,180	0	no change
363	Kestra Advisory Services, LLC	$907K	15,118	+998	add
364	Simplicity Wealth,LLC	$906K	15,102	+49	add
365	BROWN ADVISORY INC	$901K	15,022	+112	add
366	Gotham Asset Management, LLC	$898K	14,982	+694	add
367	Allworth Financial LP	$897K	14,966	−233	trim
368	CHOREO, LLC	$887K	14,799	+61	add
369	MAI Capital Management	$884K	14,736	+5,739	add
370	World Investment Advisors	$877K	14,625	−713	trim
371	D.A. DAVIDSON & CO.	$868K	14,481	−10	trim
372	Waverly Advisors, LLC	$865K	14,421	+5,098	add
373	Lido Advisors, LLC	$863K	14,388	−271	trim
374	Carl P. Sherr & Co., LLC	$861K	14,357	−1	trim
375	44 WEALTH MANAGEMENT LLC	$860K	14,338	+7,278	add
376	GREENLEAF TRUST	$855K	14,253	+258	add
377	SILVER OAK SECURITIES, INCORPORATED	$847K	14,125	+1,373	add
378	Center For Asset Management LLC	$820K	13,667	+622	add
379	AFFINITY INVESTMENT ADVISORS, LLC	$818K	13,632	+2,173	add
380	Banque Cantonale Vaudoise	$816K	13,597	+1,944	add
381	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$815K	13,598	−124	trim
382	GROUPAMA ASSET MANAGMENT	$810K	13,505	−17,780	trim
383	Csenge Advisory Group	$807K	13,449	−739	trim
384	1834 INVESTMENT ADVISORS CO	$790K	13,178	+1,417	add
385	Clear Harbor Asset Management, LLC	$785K	13,082	−6,612	trim
386	Legacy Capital Group California, Inc.	$776K	12,944	−1,456	trim
387	Kera Capital Partners, Inc.	$759K	12,656	+284	add
388	North Dakota State Investment Board	$744K	12,407	−2,514	trim
389	Savvy Advisors, Inc.	$722K	12,039	+446	add
390	Rothschild Wealth LLC	$716K	11,944	+2,036	add
391	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$713K	11,896	+5,296	add
392	Laird Norton Wetherby Trust Company, LLC	$699K	11,653	−352	trim
393	Frec Markets, Inc.	$698K	11,638	+5,978	add
394	COMMERCE BANK	$697K	11,619	+562	add
395	Fortis Capital Advisors, LLC	$692K	11,535	−664	trim
396	SECURIAN ASSET MANAGEMENT, INC	$691K	11,529	−149	trim
397	Baker Avenue Asset Management, LP	$688K	11,477	+2,607	add
398	Inscription Capital, LLC	$682K	11,371	+469	add
399	NorthCrest Asset Manangement, LLC	$681K	11,167	−418	trim
400	JACKSON SQUARE CAPITAL, LLC	$679K	11,330	+11,330	new
401	Squarepoint Ops LLC	$677K	11,297	−149	trim
402	Sagewood Asset Management LP	$663K	11,057	+1,841	add
403	One Wealth Advisors, LLC	$657K	10,960	+3,026	add
404	Sivia Capital Partners, LLC	$653K	10,893	−6,405	trim
405	Compass Wealth Management LLC	$642K	10,700	−50	trim
406	EVOKE WEALTH, LLC	$637K	10,629	+700	add
407	Aptus Capital Advisors, LLC	$631K	10,527	−162	trim
408	MIRABELLA FINANCIAL SERVICES LLP	$628K	10,479	+10,479	new
409	NEW WAVE WEALTH ADVISORS LLC	$627K	10,457	+846	add
410	Perbak Capital Partners LLP	$626K	10,437	+10,437	new
411	MEEDER ASSET MANAGEMENT INC	$626K	10,431	+2,659	add
412	Gateway Wealth Partners, LLC	$625K	10,428	+10,428	new
413	Wealthspire Advisors, LLC	$621K	10,361	−4,702	trim
414	Meiji Yasuda Asset Management Co Ltd.	$618K	10,310	+1,132	add
415	GTS SECURITIES LLC	$617K	10,282	+4,874	add
416	United Asset Strategies, Inc.	$607K	10,123	+10,123	new
417	CWA Asset Management Group, LLC	$603K	10,053	+10,053	new
418	Accurate Wealth Management, LLC	$588K	9,166	+1,374	add
419	Caerus Investment Advisors, LLC	$586K	9,772	+256	add
420	RITHOLTZ WEALTH MANAGEMENT	$584K	9,736	+2,382	add
421	PRINCIPAL SECURITIES, INC.	$584K	9,732	−538	trim
422	Concurrent Investment Advisors, LLC	$568K	9,464	−132	trim
423	OXFORD ASSET MANAGEMENT LLP	$562K	9,375	+9,375	new
424	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$560K	8,700	0	no change
425	Dai-ichi Life Insurance Company, Ltd	$560K	9,330	−8,088	trim
426	LECAP ASSET MANAGEMENT LTD	$555K	9,257	−12,084	trim
427	Mystic Asset Management, Inc.	$553K	9,216	+414	add
428	WADDELL & ASSOCIATES, LLC	$552K	9,202	+1,386	add
429	Resonant Capital Advisors, LLC	$552K	9,199	+9,199	new
430	Smartleaf Asset Management LLC	$550K	9,572	+1,209	add
431	Ballentine Partners, LLC	$546K	9,101	+79	add
432	Envestnet Portfolio Solutions, Inc.	$546K	9,097	−4,078	trim
433	Cresset Asset Management, LLC	$542K	9,045	−4,627	trim
434	Harbour Capital Advisors, LLC	$541K	8,300	+8,300	new
435	VestGen Advisors, LLC	$536K	8,656	+4,594	add
436	Wilmington Savings Fund Society, FSB	$536K	8,932	+8,932	new
437	FORA Capital, LLC	$516K	8,604	−42,477	trim
438	SAGESPRING WEALTH PARTNERS, LLC	$506K	8,444	+1,068	add
439	TOTH FINANCIAL ADVISORY CORP	$497K	8,280	+8,280	new
440	Advisors Capital Management, LLC	$487K	8,120	−188	trim
441	FORTEM FINANCIAL GROUP, LLC	$486K	8,104	+993	add
442	Equitable Holdings, Inc.	$484K	8,278	+1,316	add
443	Diversified Enterprises, LLC	$482K	8,033	+128	add
444	Polymer Capital Management (US) LLC	$482K	8,031	+1,404	add
445	Clearstead Advisors, LLC	$476K	7,931	−1,377	trim
446	International Private Wealth Advisors LLC	$475K	7,925	+1,384	add
447	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$472K	7,352	+358	add
448	Summit Financial, LLC	$469K	7,822	+103	add
449	SHEETS SMITH WEALTH MANAGEMENT	$468K	7,796	+55	add
450	Gladstone Institutional Advisory LLC	$466K	7,769	−968	trim
451	TEMA ETFS LLC	$462K	7,700	+35	add
452	SUMMITRY LLC	$462K	7,697	+1,661	add
453	TWO SIGMA SECURITIES, LLC	$460K	7,669	+7,669	new
454	J. Safra Sarasin Holding AG	$459K	7,660	+320	add
455	FULLER & THALER ASSET MANAGEMENT, INC.	$456K	7,599	+7,599	new
456	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$453K	7,547	0	no change
457	Perigon Wealth Management, LLC	$451K	7,525	−197	trim
458	ATALANTA SOSNOFF CAPITAL, LLC	$444K	7,405	+876	add
459	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$443K	7,383	+7,383	new
460	Fund Advisors of America Inc/FL	$439K	7,313	+17	add
461	Compound Planning, Inc.	$433K	7,222	+1,072	add
462	Grantham, Mayo, Van Otterloo & Co. LLC	$430K	7,170	−1,636	trim
463	MATHER GROUP, LLC.	$427K	7,116	−138	trim
464	GATEWAY INVESTMENT ADVISERS LLC	$424K	7,073	+7,073	new
465	Sandro Wealth Management LLC	$420K	7,004	+525	add
466	Continuum Advisory, LLC	$417K	6,949	+6,949	new
467	PICTON MAHONEY ASSET MANAGEMENT	$415K	6,913	+652	add
468	WOODWARD DIVERSIFIED CAPITAL, LLC	$412K	6,393	+792	add
469	Walleye Trading LLC	$410K	6,836	+6,836	new
470	Brookstone Capital Management	$403K	6,716	−105	trim
471	Severin Investments, LLC	$401K	6,681	+6,681	new
472	Gilbert & Cook, Inc.	$400K	6,663	+104	add
473	SIGNATUREFD, LLC	$398K	6,636	+705	add
474	SYM FINANCIAL Corp	$397K	6,618	0	no change
475	FIDELIS CAPITAL PARTNERS, LLC	$395K	6,579	+313	add
476	HUB Investment Partners, LLC	$394K	6,568	+996	add
477	Gallagher Fiduciary Advisors, LLC	$387K	6,448	−2,287	trim
478	Pinion Investment Advisors, LLC	$385K	6,419	+48	add
479	EP Wealth Advisors, LLC	$384K	6,409	+809	add
480	Essex Financial Services, Inc.	$383K	6,393	+58	add
481	Virtus Wealth Solutions LLC	$379K	6,318	+6,318	new
482	PARSONS CAPITAL MANAGEMENT INC/RI	$376K	6,271	+6,271	new
483	Sowell Financial Services LLC	$375K	6,248	+780	add
484	Siemens Fonds Invest GmbH	$374K	6,234	+302	add
485	HBK Sorce Advisory LLC	$371K	5,817	−292	trim
486	AlphaCore Capital LLC	$369K	6,153	+3,832	add
487	Larson Financial Group LLC	$364K	6,066	+1,294	add
488	Crumly & Associates Inc.	$362K	6,039	0	no change
489	waypoint wealth counsel	$359K	5,979	−228	trim
490	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$358K	5,975	−1,655	trim
491	UMB Bank, n.a.	$358K	5,966	−3	trim
492	Pointe Capital Management LLC	$358K	5,963	+5,963	new
493	Moors & Cabot, Inc.	$355K	5,920	−397	trim
494	Beacon Pointe Advisors, LLC	$352K	5,870	+5,870	new
495	PRELUDE CAPITAL MANAGEMENT, LLC	$352K	5,862	+1,621	add
496	NORDEN GROUP LLC	$347K	5,783	+230	add
497	Ponta Wealth Partners, LLC	$336K	5,601	+5,601	new
498	Soltis Investment Advisors LLC	$334K	5,569	+1,213	add
499	Parcion Private Wealth LLC	$332K	5,535	+297	add
500	HALL CAPITAL MANAGEMENT CO INC	$331K	5,089	−802	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CFG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $898K held
Trimming: 3 Bridgewater Associates, Caxton Associates, Moore Capital Management $43.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CITIZENS FINL GROUP INC

Merged timeline of congressional filings and notable-manager moves on CFG
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+694 sh
2026-05-15	Bridgewater Associates 13F	trim	−140,265 sh
2026-05-15	Moore Capital Management 13F	exit	−34,000 sh
2026-05-14	Caxton Associates 13F	trim	−205,463 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed CFG — the congressional view ↗