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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
Empowered Funds, LLC8,838$362.1K0.01%+554+6.7%Added
Ballentine Partners, LLC8,891$364.3K0.01%+1,114+14.3%Added
Profund Advisors LLC8,917$365.3K0.02%−4,935−35.6%Reduced
Wedmont Private Capital10,506$365.8K0.02%−1,931−15.5%Reduced
Simon Quick Advisors, LLC8,953$366.8K0.02%+3,835+74.9%Added
Sym Financial Corp9,036$370.2K0.05%+770+9.3%Added
Kestra Private Wealth Services, LLC9,217$377.6K0.01%−89−1.0%Reduced
Continuum Advisory, LLC9,281$380.2K0.05%+201+2.2%Added
Mather Group, LLC.9,378$384.2K0.00%+746+8.6%Added
Ronald Blue Trust, Inc.9,609$393.7K0.01%+2,779+40.7%Added
Heartland Bank & Trust Co9,719$398.2K0.20%+9,719New
Benjamin Edwards Inc9,858$403.9K0.01%+737+8.1%Added
Pensionmark Financial Group, LLC9,996$409.5K0.01%+9,996New
Supplemental Annuity Collective Trust of NJ10,000$409.7K0.13%00.0%Unchanged
Triasima Portfolio Management inc.10,004$409.9K0.08%00.0%Unchanged
Cobblestone Capital Advisors LLC10,016$410.4K0.02%−1,328−11.7%Reduced
Gladstone Institutional Advisory LLC10,279$421.1K0.02%−503−4.7%Reduced
Hager Investment Management Services, LLC10,320$422.8K0.30%+4,905+90.6%Added
Nomura Holdings Inc10,508$430.5K0.00%−46,751−81.6%Reduced
Aptus Capital Advisors, LLC10,557$432.5K0.00%−2,234−17.5%Reduced
Compass Wealth Management LLC10,750$440.4K0.11%−2,600−19.5%Reduced
Perpetual Ltd10,807$442.8K0.01%−11,607−51.8%Reduced
Diversified Trust Co10,897$446.4K0.01%−46−0.4%Reduced
Pinnacle Associates Ltd11,042$452.4K0.01%−1,089−9.0%Reduced
Ritholtz Wealth Management11,051$452.8K0.01%−2,858−20.5%Reduced
Leonteq Securities AG11,171$457.6K0.03%+475+4.4%Added
Prudential PLC11,216$459.5K0.00%−21,400−65.6%Reduced
International Private Wealth Advisors LLC11,243$460.6K0.44%+1,611+16.7%Added
Polymer Capital Management (US) LLC11,278$462.1K0.14%+11,278New
Wealthspire Advisors, LLC11,313$463.5K0.00%−309−2.7%Reduced
Hennion & Walsh Asset Management, Inc.11,335$464.4K0.02%−122−1.1%Reduced
Gotham Asset Management, LLC11,416$467.7K0.00%+788+7.4%Added
MQS Management LLC11,461$469.6K0.27%+11,461New
GWM Advisors LLC11,531$472.4K0.00%+274+2.4%Added
Prossimo Advisors, LLC11,586$475.0K0.36%−61−0.5%Reduced
Pinnacle Holdings, LLC11,657$477.6K0.18%00.0%Unchanged
Commerce Bank11,700$479.3K0.00%−1,845−13.6%Reduced
Envestnet Portfolio Solutions, Inc.11,721$480.2K0.00%−5,236−30.9%Reduced
Steward Partners Investment Advisory, LLC11,786$482.9K0.00%−55,481−82.5%Reduced
V-Square Quantitative Management LLC11,823$484.4K0.07%+418+3.7%Added
Bleakley Financial Group, LLC11,853$485.6K0.02%+429+3.8%Added
Impact Partnership Wealth, LLC11,988$491.1K0.10%+11,988New
United Services Automobile Association12,225$492.1K0.02%00.0%Unchanged
Verdence Capital Advisors LLC12,048$493.6K0.04%−4,411−26.8%Reduced
RSM US Wealth Management LLC12,109$496.1K0.01%−1,595−11.6%Reduced
Forum Financial Management, LP12,142$497.5K0.01%+30.0%Added
GAMMA Investing LLC12,201$499.9K0.04%−84−0.7%Reduced
Westpac Banking Corp12,213$500.4K0.04%−11,607−48.7%Reduced
Great Lakes Advisors, LLC12,294$503.7K0.00%−4,156−25.3%Reduced
Jones Financial Companies LLLP12,668$510.7K0.00%+1,596+14.4%Added
Investment Management Corp of Ontario12,503$512.2K0.01%+12,503New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main12,753$522.5K0.00%+12,753New
Kentucky Retirement Systems Insurance Trust Fund12,773$523.3K0.04%+12,773New
Everence Capital Management Inc12,820$525.0K0.04%00.0%Unchanged
Everhart Financial Group, Inc.12,855$526.7K0.07%+2,641+25.9%Added
SageView Advisory Group, LLC13,015$533.2K0.02%−107−0.8%Reduced
Pitcairn Co13,051$534.7K0.03%−9,210−41.4%Reduced
Laurion Capital Management LP13,052$534.7K0.04%+13,052New
Connable Office Inc13,064$535.2K0.06%+178+1.4%Added
LifeWealth Investments, LLC13,145$538.6K0.12%+4,527+52.5%Added
Allstate Corp13,154$538.9K0.02%−210−1.6%Reduced
Blueshift Asset Management, LLC13,494$552.8K0.22%+13,494New
Archer Investment Corp13,613$557.7K0.14%00.0%Unchanged
Fiduciary Trust Co13,670$560.1K0.01%+13,670New
Banque Cantonale Vaudoise13,704$561.0K0.02%+13,704New
Tokio Marine Asset Management Co Ltd13,775$564.4K0.02%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC13,904$569.6K0.01%−88−0.6%Reduced
Wiley Bros.-Aintree Capital, LLC14,161$570.0K0.01%+4,685+49.4%Added
Mediolanum International Funds Ltd14,234$572.9K0.01%00.0%Unchanged
Catalyst Funds Management Pty Ltd14,400$590.0K0.15%+14,400New
Harvest Fund Management Co., Ltd14,405$590.0K0.03%00.0%Unchanged
Lecap Asset Management Ltd14,482$593.3K0.14%+14,482New
Blair William & Co14,592$597.8K0.00%−412−2.7%Reduced
Pekin Hardy Strauss, Inc.14,616$598.8K0.07%−175−1.2%Reduced
Knights of Columbus Asset Advisors LLC14,669$601.0K0.04%−94−0.6%Reduced
New England Research & Management, Inc.14,837$608.0K0.31%+1,225+9.0%Added
De Lisle Partners LLP14,863$608.7K0.10%00.0%Unchanged
Lido Advisors, LLC14,890$610.1K0.00%−137−0.9%Reduced
Hennessy Advisors Inc15,000$614.5K0.02%+5,000+50.0%Added
Bluesphere Advisors, LLC15,146$620.5K0.36%00.0%Unchanged
Simplicity Wealth,LLC15,301$626.9K0.05%+15,301New
Buckingham Strategic Partners15,339$628.4K0.01%+9,440+160.0%Added
Meiji Yasuda Asset Management Co Ltd.15,349$628.8K0.03%−82−0.5%Reduced
Northwestern Mutual Wealth Management Co15,493$634.7K0.00%−2,807−15.3%Reduced
Center For Asset Management LLC15,533$636.4K0.39%+15,533New
Altfest L J & Co Inc15,673$642.1K0.08%−181−1.1%Reduced
WBI Investments15,695$643.0K0.17%−6,920−30.6%Reduced
Greenleaf Trust15,959$653.8K0.01%−15−0.1%Reduced
Caption Management, LLC16,000$655.5K0.03%−32,000−66.7%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)16,022$656.4K0.00%00.0%Unchanged
Kestra Advisory Services, LLC16,080$658.8K0.00%+1,382+9.4%Added
Centennial Wealth Advisory LLC16,272$666.7K0.24%+3,673+29.2%Added
Hamilton Capital Partners Inc.16,351$669.9K0.04%+922+6.0%Added
Empirical Finance, LLC16,398$671.8K0.04%+545+3.4%Added
Congress Wealth Management LLC16,238$672.9K0.01%+16,238New
Omers Administration Corp16,564$678.6K0.01%−2,786−14.4%Reduced
Csenge Advisory Group19,358$686.2K0.04%+922+5.0%Added
Walleye Trading LLC17,078$699.7K0.02%+17,078New
Legacy Capital Group California, Inc.17,175$703.7K0.25%−29,286−63.0%Reduced
E. Ohman J:or Asset Management AB17,400$712.9K0.02%−4,200−19.4%Reduced