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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 246 | $10.0K | 0.00% | +246 | New |
| Semmax Financial Advisors Inc. | 259 | $10.2K | 0.00% | +3+1.2% | Added |
| Wealth Preservation Advisors, LLC | 250 | $10.2K | 0.01% | +250 | New |
| Retirement Wealth Solutions LLC | 251 | $10.3K | 0.01% | +1+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $10.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 265 | $10.9K | 0.00% | +82+44.8% | Added |
| Frazier Financial Advisors, LLC | 270 | $11.1K | 0.01% | −6−2.2% | Reduced |
| BNP Paribas | 272 | $11.1K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 300 | $12.3K | 0.24% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 325 | $13.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 346 | $14.2K | 0.01% | +255+280.2% | Added |
| Motco | 349 | $14.3K | 0.00% | +40+12.9% | Added |
| TruNorth Capital Management, LLC | 349 | $14.3K | 0.00% | +349 | New |
| BFSG, LLC | 350 | $14.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 352 | $14.4K | 0.00% | +158+81.4% | Added |
| Roxbury Financial LLC | 324 | $14.8K | 0.01% | +3+0.9% | Added |
| DT Investment Partners, LLC | 364 | $14.9K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 378 | $15.5K | 0.01% | +378 | New |
| MPWM Advisory Solutions, LLC | 389 | $15.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $16.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 414 | $17.0K | 0.00% | +414 | New |
| REAP Financial Group, LLC | 427 | $17.5K | 0.00% | +165+63.0% | Added |
| Golden State Wealth Management, LLC | 457 | $18.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 460 | $18.8K | 0.00% | +59+14.7% | Added |
| CBIZ Investment Advisory Services, LLC | 475 | $19.5K | 0.00% | +158+49.8% | Added |
| Vision Financial Markets LLC | 500 | $20.5K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $22.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 551 | $22.6K | 0.00% | +1+0.2% | Added |
| Riverview Trust Co | 553 | $22.7K | 0.02% | −27−4.7% | Reduced |
| Valley National Advisers Inc | 605 | $24.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 588 | $24.1K | 0.01% | +588 | New |
| Carolinas Wealth Consulting LLC | 598 | $24.5K | 0.01% | −9−1.5% | Reduced |
| Hemington Wealth Management | 638 | $26.0K | 0.00% | +67+11.7% | Added |
| Private Wealth Management Group, LLC | 644 | $26.4K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 630 | $27.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 678 | $27.8K | 0.00% | +334+97.1% | Added |
| Spire Wealth Management | 681 | $27.9K | 0.00% | −40−5.5% | Reduced |
| Hexagon Capital Partners LLC | 687 | $28.1K | 0.01% | +99+16.8% | Added |
| CoreCap Advisors, LLC | 713 | $29.2K | 0.00% | −214−23.1% | Reduced |
| Canton Hathaway, LLC | 730 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 828 | $33.9K | 0.03% | −239−22.4% | Reduced |
| Private Wealth Asset Management, LLC | 935 | $38.3K | 0.01% | +935 | New |
| Central Trust Co | 943 | $38.6K | 0.00% | +100+11.9% | Added |
| Cary Street Partner Investment Advisory LLC | 1,076 | $44.1K | 0.03% | +634+143.4% | Added |
| NBT Bank N A | 1,106 | $45.3K | 0.00% | +1,106 | New |
| Wayfinding Financial, LLC | 1,132 | $46.0K | 0.02% | +1,132 | New |
| Salem Investment Counselors Inc | 1,135 | $46.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,161 | $47.6K | 0.04% | +861+287.0% | Added |
| Legacy Wealth Managment, LLC | 1,167 | $47.8K | 0.03% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,190 | $48.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,230 | $50.4K | 0.01% | −241−16.4% | Reduced |
| Citizens National Bank Trust Department | 1,300 | $53.3K | 0.01% | +1,000+333.3% | Added |
| Loomis Sayles & Co L P | 1,311 | $54.0K | 0.00% | −701−34.8% | Reduced |
| Brown Brothers Harriman & Co | 1,319 | $54.0K | 0.00% | +17+1.3% | Added |
| Ridgewood Investments LLC | 1,331 | $54.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,334 | $54.7K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,334 | $54.7K | 0.02% | +198+17.4% | Added |
| Delta Asset Management LLC | 1,398 | $57.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,456 | $59.7K | 0.04% | +28+2.0% | Added |
| SBI Securities Co., Ltd. | 1,479 | $60.6K | 0.00% | −33−2.2% | Reduced |
| Covestor Ltd | 1,564 | $64.0K | 0.04% | −1,057−40.3% | Reduced |
| Gen-Wealth Partners Inc | 1,611 | $66.0K | 0.03% | −99−5.8% | Reduced |
| CVA Family Office, LLC | 1,612 | $66.0K | 0.01% | +337+26.4% | Added |
| Zions Bancorporation, National Association | 1,624 | $66.5K | 0.00% | +1,624 | New |
| Paradigm Asset Management Co LLC | 1,749 | $71.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,800 | $73.7K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,879 | $77.0K | 0.00% | +56+3.1% | Added |
| Headlands Technologies LLC | 1,879 | $77.0K | 0.01% | +1,320+236.1% | Added |
| Parkside Financial Bank & Trust | 1,883 | $77.1K | 0.01% | +56+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $81.9K | 0.00% | −43−2.1% | Reduced |
| GeoWealth Management, LLC | 2,080 | $85.2K | 0.00% | −578−21.7% | Reduced |
| Bryn Mawr Trust Co | 2,175 | $89.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,178 | $89.2K | 0.00% | −509−18.9% | Reduced |
| Ancora Advisors, LLC | 2,260 | $92.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,404 | $98.5K | 0.00% | −49−2.0% | Reduced |
| FSC Wealth Advisors, LLC | 2,464 | $101.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,511 | $102.9K | 0.01% | +1,016+68.0% | Added |
| Armstrong Advisory Group, Inc | 2,427 | $106.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,606 | $106.8K | 0.00% | +746+40.1% | Added |
| Caas Capital Management LP | 2,650 | $108.6K | 0.05% | +2,650 | New |
| Allworth Financial LP | 3,002 | $112.4K | 0.00% | +411+15.9% | Added |
| CIBC Private Wealth Group, LLC | 3,421 | $117.7K | 0.00% | +368+12.1% | Added |
| True Wealth Design, LLC | 2,932 | $120.1K | 0.05% | +42+1.5% | Added |
| Raiffeisen Bank International AG | 3,090 | $124.4K | 0.00% | +182+6.3% | Added |
| Ostrum Asset Management | 3,095 | $126.8K | 0.01% | −81−2.6% | Reduced |
| Atlas Capital Advisors LLC | 3,141 | $128.7K | 0.02% | −5,947−65.4% | Reduced |
| Raleigh Capital Management Inc. | 3,155 | $129.3K | 0.06% | −355−10.1% | Reduced |
| Quarry LP | 3,212 | $131.6K | 0.03% | +3,212 | New |
| Private Trust Co NA | 3,215 | $131.7K | 0.01% | +61+1.9% | Added |
| LRI Investments, LLC | 3,292 | $134.9K | 0.01% | +62+1.9% | Added |
| Umb Bank N A | 3,327 | $136.3K | 0.00% | +144+4.5% | Added |
| Quent Capital, LLC | 3,377 | $138.4K | 0.01% | +203+6.4% | Added |
| Clearstead Advisors, LLC | 3,397 | $139.2K | 0.00% | +1,233+57.0% | Added |
| First Horizon Advisors, Inc. | 3,493 | $143.2K | 0.00% | −137−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $143.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,291 | $175.8K | 0.01% | +658+18.1% | Added |
| Ameritas Investment Partners, Inc. | 4,311 | $176.6K | 0.01% | −242−5.3% | Reduced |
| Parallel Advisors, LLC | 4,404 | $180.4K | 0.00% | −518−10.5% | Reduced |
| Harbour Investments, Inc. | 4,433 | $181.6K | 0.01% | +113+2.6% | Added |