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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q1 2025

Institutional positions in Citizens Financial Group Inc as of Mar 31, 2025. 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
831
+23 vs. Q4 2024
Shares held
412.6M
+201.4K (0.0%) vs. Q4 2024
Total value
$16.8B
−$1.22B (−6.8%) vs. Q4 2024
New holders
119
312 more added
Sold out
96
291 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 831 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ1 2025: $16.8B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2024.

Institutions holding CFG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$410.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$480.00%00.0%Unchanged
Y.D. More Investments Ltd624$690.00%+75+13.7%Added
West Branch Capital LLC3$1230.00%00.0%Unchanged
GoalVest Advisory LLC4$1640.00%+4New
Bartlett & Co. Wealth Management LLC4$1640.00%+4New
Chesapeake Asset Management LLC5$2040.00%00.0%Unchanged
Aspect Partners, LLC6$2460.00%+6New
Bay Harbor Wealth Management, LLC8$3270.00%+8New
Parkworth Wealth Management, Inc.9$3690.00%+2+28.6%Added
HFM Investment Advisors, LLC10$4100.00%+10New
Redwood Park Advisors LLC12$4920.00%00.0%Unchanged
WestEnd Advisors, LLC13$5330.00%+9+225.0%Added
Winnow Wealth LLC14$5590.00%+4+40.0%Added
North Capital, Inc.14$5740.00%+14New
Rise Advisors, LLC17$6960.00%+17New
Annis Gardner Whiting Capital Advisors, LLC17$6970.00%−41−70.7%Reduced
Cape Investment Advisory, Inc.18$7370.00%00.0%Unchanged
ORG Partners LLC20$8190.00%−4−16.7%Reduced
Capital A Wealth Management, LLC20$8190.00%+8+66.7%Added
Perkins Coie Trust Co20$8190.00%+20New
Clean Yield Group22$9010.00%00.0%Unchanged
JDM Financial Group LLC23$9420.00%00.0%Unchanged
SWAN Capital LLC25$1.02K0.00%00.0%Unchanged
Bare Financial Services, Inc25$1.02K0.00%+25New
Halbert Hargrove Global Advisors, LLC27$1.09K0.00%+27New
Main Street Group, LTD29$1.15K0.00%+1+3.6%Added
Principia Wealth Advisory, LLC32$1.20K0.00%+21+190.9%Added
Osterweis Capital Management Inc30$1.23K0.00%+30New
MCF Advisors LLC32$1.31K0.00%−54−62.8%Reduced
Kestra Investment Management, LLC33$1.35K0.00%+33New
Kayne Anderson Rudnick Investment Management LLC35$1.43K0.00%−35−50.0%Reduced
Fortitude Family Office, LLC37$1.52K0.00%−77−67.5%Reduced
HM Payson & Co38$1.56K0.00%00.0%Unchanged
Center for Financial Planning, Inc.43$1.76K0.00%00.0%Unchanged
Sachetta, LLC44$1.80K0.00%−16−26.7%Reduced
High Note Wealth, LLC44$1.80K0.00%00.0%Unchanged
Caldwell Trust Co44$1.80K0.00%+44New
Bell Investment Advisors, Inc46$1.89K0.00%+12+35.3%Added
Sandy Spring Bank46$1.89K0.00%+46New
Hughes Financial Services, LLC47$1.91K0.00%+47New
Dunhill Financial, LLC48$1.98K0.00%−31−39.2%Reduced
Raffa Wealth Management, LLC49$2.01K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$2.05K0.00%00.0%Unchanged
SJS Investment Consulting Inc.51$2.09K0.00%+10+24.4%Added
Rosenberg Matthew Hamilton53$2.17K0.00%+53New
Financial Management Professionals, Inc.54$2.21K0.00%−40−42.6%Reduced
DiNuzzo Private Wealth, Inc.59$2.42K0.00%+7+13.5%Added
Pinnacle Financial Partners Inc57$2.49K0.00%00.0%Unchanged
TFC Financial Management61$2.50K0.00%+3+5.2%Added
Crowley Wealth Management, Inc.64$2.62K0.00%+32+100.0%Added
Abound Wealth Management67$2.75K0.00%−4−5.6%Reduced
NewSquare Capital LLC67$2.75K0.00%+67New
Mowery & Schoenfeld Wealth Management, LLC69$2.81K0.01%−9−11.5%Reduced
Bernard Wealth Management Corp.69$2.83K0.00%+69New
Asset Dedication, LLC70$2.87K0.00%00.0%Unchanged
Piscataqua Savings Bank75$3.07K0.00%00.0%Unchanged
Truvestments Capital LLC75$3.07K0.00%00.0%Unchanged
AdvisorNet Financial, Inc75$3.07K0.00%+6+8.7%Added
Greenline Partners, LLC79$3.24K0.00%+79New
Bogart Wealth, LLC83$3.40K0.00%00.0%Unchanged
Highline Wealth Partners LLC84$3.44K0.00%+6+7.7%Added
Robbins Farley LLC90$3.69K0.00%00.0%Unchanged
Key Financial Inc91$3.73K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.92$3.77K0.00%−53−36.6%Reduced
Cranbrook Wealth Management, LLC92$3.77K0.00%+92New
Avion Wealth104$4.00K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$4.10K0.00%+100New
Colonial Trust Co109$4.47K0.00%−780−87.7%Reduced
United Community Bank110$4.51K0.00%+110New
Jackson, Grant Investment Advisers, Inc.112$4.59K0.00%00.0%Unchanged
NVWM, LLC114$4.66K0.00%−24−17.4%Reduced
Global Financial Private Client, LLC116$4.75K0.00%+43+58.9%Added
Ameriflex Group, Inc.119$4.88K0.00%−423−78.0%Reduced
Newbridge Financial Services Group, Inc.121$4.96K0.00%+121New
Capital Advisors, Ltd. LLC123$5.00K0.00%00.0%Unchanged
Whipplewood Advisors, LLC53$5.12K0.00%−131−71.2%Reduced
N.E.W. Advisory Services LLC132$5.41K0.00%+132New
WealthTrak Capital Management LLC137$5.61K0.00%−313−69.6%Reduced
Logan Capital Management Inc143$5.84K0.00%+2+1.4%Added
Prestige Wealth Management Group LLC144$5.90K0.00%00.0%Unchanged
Investors Research Corp145$5.94K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.159$6.51K0.00%00.0%Unchanged
Crewe Advisors LLC160$6.56K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC166$6.80K0.00%−3−1.8%Reduced
Duncker Streett & Co Inc170$6.96K0.00%−1,000−85.5%Reduced
Saudi Central Bank173$7.09K0.04%+173New
Creative Financial Designs Inc176$7.21K0.00%+5+2.9%Added
Cherry Tree Wealth Management, LLC198$8.09K0.00%00.0%Unchanged
North Star Investment Management Corp.200$8.19K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC200$8.19K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.201$8.23K0.01%+201New
Decker Retirement Planning Inc.205$8.40K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC209$8.56K0.00%00.0%Unchanged
Cornerstone Planning Group LLC236$8.61K0.00%+133+129.1%Added
Barrett & Company, Inc.218$8.93K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.227$9.29K0.01%−82−26.5%Reduced
Bruce G. Allen Investments, LLC230$9.42K0.01%−12−5.0%Reduced
Trust Co of Vermont231$9.46K0.00%00.0%Unchanged
West Paces Advisors Inc.238$9.75K0.00%00.0%Unchanged