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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 4,475 | $183.3K | 0.08% | +4,475 | New |
| Lazard Asset Management LLC | 4,544 | $186.0K | 0.00% | −4,232−48.2% | Reduced |
| Richardson Financial Services Inc. | 4,588 | $188.0K | 0.14% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5,119 | $189.7K | 0.08% | +5,119 | New |
| Versant Capital Management, Inc | 4,652 | $190.6K | 0.03% | +2,967+176.1% | Added |
| Smartleaf Asset Management LLC | 4,878 | $196.3K | 0.02% | −596−10.9% | Reduced |
| KC Investment Advisors, LLC | 4,967 | $203.5K | 0.04% | +4+0.1% | Added |
| Oxford Asset Management LLP | 5,009 | $205.2K | 0.09% | +5,009 | New |
| Siemens Fonds Invest GmbH | 5,028 | $206.0K | 0.01% | −254−4.8% | Reduced |
| MAI Capital Management | 5,053 | $207.0K | 0.00% | −1,154−18.6% | Reduced |
| Sivia Capital Partners, LLC | 5,075 | $207.9K | 0.10% | +5,075 | New |
| New Age Alpha Advisors, LLC | 5,085 | $208.3K | 0.01% | +5,085 | New |
| D.A. Davidson & Co. | 5,093 | $208.7K | 0.00% | −4−0.1% | Reduced |
| Trust Asset Management LLC | 5,138 | $210.5K | 0.02% | −751−12.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,192 | $212.7K | 0.01% | −7,388−58.7% | Reduced |
| Brighton Jones LLC | 5,200 | $213.1K | 0.01% | +5,200 | New |
| Accurate Wealth Management, LLC | 6,122 | $213.2K | 0.04% | +667+12.2% | Added |
| Moors & Cabot, Inc. | 5,300 | $217.2K | 0.01% | +209+4.1% | Added |
| Fielder Capital Group LLC | 5,310 | $217.5K | 0.06% | +5,310 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $218.1K | 0.03% | −50−0.9% | Reduced |
| ICONIQ Capital, LLC | 5,385 | $220.6K | 0.00% | +5,385 | New |
| Fidelis Capital Partners, LLC | 5,960 | $220.9K | 0.02% | −415−6.5% | Reduced |
| Vontobel Holding Ltd. | 5,512 | $225.8K | 0.00% | −968−14.9% | Reduced |
| Scientech Research LLC | 5,581 | $228.7K | 0.06% | +5,581 | New |
| Sapient Capital LLC | 5,591 | $229.1K | 0.00% | −1,426−20.3% | Reduced |
| Brown Advisory Inc | 5,591 | $229.1K | 0.00% | +998+21.7% | Added |
| Horan Securities, Inc. | 5,603 | $229.6K | 0.09% | −1,088−16.3% | Reduced |
| Atomi Financial Group, Inc. | 5,661 | $231.9K | 0.01% | −860−13.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,734 | $234.9K | 0.00% | −520−8.3% | Reduced |
| Dark Forest Capital Management LP | 5,763 | $236.1K | 0.01% | +5,763 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 5,769 | $236.4K | 0.00% | −906−13.6% | Reduced |
| NorthRock Partners, LLC | 5,792 | $237.3K | 0.01% | +421+7.8% | Added |
| Verity & Verity, LLC | 5,806 | $237.9K | 0.02% | −864−13.0% | Reduced |
| Cable Hill Partners, LLC | 6,379 | $238.0K | 0.02% | +226+3.7% | Added |
| TFB Advisors LLC | 5,944 | $243.5K | 0.07% | +5,944 | New |
| CX Institutional | 5,944 | $244.0K | 0.01% | +132+2.3% | Added |
| Advisors Capital Management, LLC | 6,009 | $246.2K | 0.00% | −130−2.1% | Reduced |
| Crumly & Associates Inc. | 6,029 | $247.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,049 | $247.8K | 0.00% | +486+8.7% | Added |
| Hall Capital Management Co Inc | 6,057 | $248.2K | 0.11% | −132−2.1% | Reduced |
| Van Eck Associates Corp | 6,114 | $250.0K | 0.00% | +431+7.6% | Added |
| Delta Financial Group, Inc. | 5,937 | $251.0K | 0.06% | +37+0.6% | Added |
| Gilbert & Cook, Inc. | 6,175 | $253.0K | 0.04% | +174+2.9% | Added |
| Horizon Investments, LLC | 6,285 | $254.6K | 0.01% | +141+2.3% | Added |
| HBK Sorce Advisory LLC | 6,216 | $254.7K | 0.01% | +37+0.6% | Added |
| VestGen Advisors, LLC | 6,284 | $257.5K | 0.01% | +6,284 | New |
| Pointe Capital Management LLC | 6,288 | $257.6K | 0.15% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6,304 | $258.3K | 0.06% | +211+3.5% | Added |
| Kingswood Wealth Advisors, LLC | 6,388 | $259.5K | 0.02% | −6,628−50.9% | Reduced |
| Klingenstein Fields & Co LP | 6,402 | $262.3K | 0.01% | +55+0.9% | Added |
| Aaron Wealth Advisors | 6,409 | $262.6K | 0.03% | +125+2.0% | Added |
| Gries Financial LLC | 6,414 | $262.8K | 0.05% | −1,341−17.3% | Reduced |
| Whittier Trust Co | 6,428 | $263.4K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,468 | $265.0K | 0.02% | +94+1.5% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,500 | $266.3K | 0.12% | +6,500 | New |
| Keebeck Alpha, LP | 6,589 | $270.0K | 0.32% | +6,589 | New |
| Legacy Advisors, LLC | 6,818 | $279.3K | 0.03% | +60+0.9% | Added |
| Fort Washington Investment Advisors Inc | 6,868 | $281.4K | 0.00% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 6,898 | $282.6K | 0.09% | +109+1.6% | Added |
| Larson Financial Group LLC | 6,909 | $283.1K | 0.01% | +389+6.0% | Added |
| Kaufman Rossin Wealth, LLC | 6,971 | $285.6K | 0.20% | +6,971 | New |
| NorthCrest Asset Manangement, LLC | 6,996 | $286.6K | 0.01% | +6,996 | New |
| Poinciana Advisors Group, LLC | 7,065 | $289.5K | 0.30% | −28−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 7,126 | $291.9K | 0.00% | +1,957+37.9% | Added |
| Brookstone Capital Management | 7,283 | $298.4K | 0.00% | −67−0.9% | Reduced |
| Abn Amro Investment Solutions | 7,287 | $298.5K | 0.01% | −461−5.9% | Reduced |
| MBB Public Markets I LLC | 7,337 | $300.6K | 0.03% | +7,337 | New |
| Lincoln Capital Corp | 7,452 | $305.3K | 0.13% | +1,056+16.5% | Added |
| Farther Finance Advisors, LLC | 7,532 | $305.7K | 0.01% | +3,018+66.9% | Added |
| Geneos Wealth Management Inc. | 7,475 | $306.3K | 0.01% | +1,693+29.3% | Added |
| Advisory Services Network, LLC | 7,491 | $306.9K | 0.01% | +51+0.7% | Added |
| Syon Capital LLC | 7,555 | $309.5K | 0.03% | +2,117+38.9% | Added |
| Integrated Wealth Concepts LLC | 7,602 | $311.5K | 0.00% | −549−6.7% | Reduced |
| Inceptionr LLC | 7,615 | $312.0K | 0.09% | +7,615 | New |
| Boothbay Fund Management, LLC | 7,617 | $312.1K | 0.01% | +7,617 | New |
| Mystic Asset Management, Inc. | 7,646 | $313.3K | 0.08% | +1,246+19.5% | Added |
| Round Rock Advisors, LLC | 7,720 | $316.3K | 0.06% | +7,720 | New |
| ISAM Funds (UK) Ltd | 7,720 | $316.3K | 0.16% | +7,720 | New |
| 1620 Investment Advisors, Inc. | 7,745 | $317.3K | 0.24% | +32+0.4% | Added |
| Principal Securities, Inc. | 7,260 | $317.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 7,787 | $318.0K | 0.01% | −1,713−18.0% | Reduced |
| Panagora Asset Management Inc | 7,807 | $319.9K | 0.00% | +75+1.0% | Added |
| Paragon Capital Management Ltd | 7,849 | $321.6K | 0.07% | +69+0.9% | Added |
| IFG Advisory, LLC | 8,021 | $328.6K | 0.02% | +26+0.3% | Added |
| Skopos Labs, Inc. | 8,073 | $330.7K | 0.07% | +769+10.5% | Added |
| Fox Run Management, L.L.C. | 8,099 | $331.8K | 0.05% | +8,099 | New |
| Vestcor Inc | 8,140 | $333.0K | 0.01% | +24+0.3% | Added |
| Summit Financial, LLC | 8,138 | $333.4K | 0.01% | −295−3.5% | Reduced |
| Allianz SE | 8,254 | $338.2K | 0.01% | +8,254 | New |
| Graypoint LLC | 8,452 | $346.3K | 0.02% | −194−2.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,452 | $346.3K | 0.03% | +8,452 | New |
| IFP Advisors, Inc | 8,471 | $347.0K | 0.01% | +496+6.2% | Added |
| Integrated Quantitative Investments LLC | 8,500 | $348.2K | 0.17% | −200−2.3% | Reduced |
| Cowa, LLC | 8,588 | $351.9K | 0.15% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,631 | $353.6K | 0.04% | +1,330+18.2% | Added |
| Counterpoint Mutual Funds LLC | 8,631 | $353.6K | 0.05% | +8,631 | New |
| Quadrant Capital Group LLC | 8,651 | $354.4K | 0.01% | +1,953+29.2% | Added |
| Evergreen Capital Management LLC | 8,691 | $356.1K | 0.01% | +2,209+34.1% | Added |
| Lynx Investment Advisory | 8,718 | $357.2K | 0.24% | −903−9.4% | Reduced |
| Custom Index Systems, LLC | 8,806 | $360.8K | 0.18% | +8,806 | New |