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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 20,937 | $857.8K | 0.01% | −539−2.5% | Reduced |
| M&T Bank Corp | 20,947 | $857.7K | 0.00% | −1,409−6.3% | Reduced |
| Maryland State Retirement & Pension System | 20,888 | $855.8K | 0.02% | −2,971−12.5% | Reduced |
| New Mexico Educational Retirement Board | 20,600 | $844.0K | 0.03% | −800−3.7% | Reduced |
| Apollon Wealth Management, LLC | 20,504 | $840.1K | 0.02% | −1,294−5.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 20,353 | $833.9K | 0.23% | −1,990−8.9% | Reduced |
| Jefferies Financial Group Inc. | 20,172 | $826.4K | 0.01% | −11,318−35.9% | Reduced |
| Elevated Capital Advisors, LLC | 20,019 | $820.2K | 0.23% | −15−0.1% | Reduced |
| Keybank National Association | 19,962 | $817.8K | 0.00% | −1,528−7.1% | Reduced |
| ING Groep NV | 19,843 | $813.0K | 0.01% | −664−3.2% | Reduced |
| Contravisory Investment Management, Inc. | 19,756 | $809.4K | 0.17% | +724+3.8% | Added |
| Walleye Capital LLC | 19,703 | $807.2K | 0.01% | +17,370+744.5% | Added |
| Fort Sheridan Advisors LLC | 19,532 | $800.2K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 19,426 | $795.9K | 0.02% | −304−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 19,367 | $793.5K | 0.01% | −174−0.9% | Reduced |
| Salzhauer Michael | 19,301 | $790.8K | 0.48% | −160,000−89.2% | Reduced |
| Meeder Asset Management Inc | 19,139 | $784.1K | 0.05% | +673+3.6% | Added |
| Meeder Advisory Services, Inc. | 19,042 | $780.2K | 0.05% | +1,952+11.4% | Added |
| Cresset Asset Management, LLC | 18,892 | $774.0K | 0.00% | +5,984+46.4% | Added |
| TownSquare Capital, LLC | 18,787 | $769.7K | 0.01% | +18+0.1% | Added |
| Prelude Capital Management, LLC | 18,626 | $763.1K | 0.08% | +18,626 | New |
| CSS LLC | 18,607 | $762.3K | 0.05% | +1,090+6.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,911 | $733.8K | 0.02% | +525+3.0% | Added |
| Cambria Investment Management, L.P. | 17,790 | $728.9K | 0.05% | +387+2.2% | Added |
| SummitTX Capital, L.P. | 17,784 | $728.6K | 0.03% | +17,784 | New |
| Metis Global Partners, LLC | 17,763 | $727.8K | 0.02% | +2,779+18.5% | Added |
| Axq Capital, LP | 17,737 | $726.7K | 0.29% | +17,737 | New |
| Savant Capital, LLC | 17,519 | $717.8K | 0.01% | −64,306−78.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $713.6K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,400 | $712.9K | 0.02% | −4,200−19.4% | Reduced |
| Carl P. Sherr & Co., LLC | 17,400 | $712.9K | 0.39% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 17,175 | $703.7K | 0.25% | −29,286−63.0% | Reduced |
| Walleye Trading LLC | 17,078 | $699.7K | 0.02% | +17,078 | New |
| Csenge Advisory Group | 19,358 | $686.2K | 0.04% | +922+5.0% | Added |
| Omers Administration Corp | 16,564 | $678.6K | 0.01% | −2,786−14.4% | Reduced |
| Congress Wealth Management LLC | 16,238 | $672.9K | 0.01% | +16,238 | New |
| Empirical Finance, LLC | 16,398 | $671.8K | 0.04% | +545+3.4% | Added |
| Hamilton Capital Partners Inc. | 16,351 | $669.9K | 0.04% | +922+6.0% | Added |
| Centennial Wealth Advisory LLC | 16,272 | $666.7K | 0.24% | +3,673+29.2% | Added |
| Kestra Advisory Services, LLC | 16,080 | $658.8K | 0.00% | +1,382+9.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 16,022 | $656.4K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 16,000 | $655.5K | 0.03% | −32,000−66.7% | Reduced |
| Greenleaf Trust | 15,959 | $653.8K | 0.01% | −15−0.1% | Reduced |
| WBI Investments | 15,695 | $643.0K | 0.17% | −6,920−30.6% | Reduced |
| Altfest L J & Co Inc | 15,673 | $642.1K | 0.08% | −181−1.1% | Reduced |
| Center For Asset Management LLC | 15,533 | $636.4K | 0.39% | +15,533 | New |
| Northwestern Mutual Wealth Management Co | 15,493 | $634.7K | 0.00% | −2,807−15.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,349 | $628.8K | 0.03% | −82−0.5% | Reduced |
| Buckingham Strategic Partners | 15,339 | $628.4K | 0.01% | +9,440+160.0% | Added |
| Simplicity Wealth,LLC | 15,301 | $626.9K | 0.05% | +15,301 | New |
| Bluesphere Advisors, LLC | 15,146 | $620.5K | 0.36% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 15,000 | $614.5K | 0.02% | +5,000+50.0% | Added |
| Lido Advisors, LLC | 14,890 | $610.1K | 0.00% | −137−0.9% | Reduced |
| De Lisle Partners LLP | 14,863 | $608.7K | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 14,837 | $608.0K | 0.31% | +1,225+9.0% | Added |
| Knights of Columbus Asset Advisors LLC | 14,669 | $601.0K | 0.04% | −94−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,616 | $598.8K | 0.07% | −175−1.2% | Reduced |
| Blair William & Co | 14,592 | $597.8K | 0.00% | −412−2.7% | Reduced |
| Lecap Asset Management Ltd | 14,482 | $593.3K | 0.14% | +14,482 | New |
| Harvest Fund Management Co., Ltd | 14,405 | $590.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 14,400 | $590.0K | 0.15% | +14,400 | New |
| Mediolanum International Funds Ltd | 14,234 | $572.9K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,161 | $570.0K | 0.01% | +4,685+49.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,904 | $569.6K | 0.01% | −88−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,775 | $564.4K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,704 | $561.0K | 0.02% | +13,704 | New |
| Fiduciary Trust Co | 13,670 | $560.1K | 0.01% | +13,670 | New |
| Archer Investment Corp | 13,613 | $557.7K | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 13,494 | $552.8K | 0.22% | +13,494 | New |
| Allstate Corp | 13,154 | $538.9K | 0.02% | −210−1.6% | Reduced |
| LifeWealth Investments, LLC | 13,145 | $538.6K | 0.12% | +4,527+52.5% | Added |
| Connable Office Inc | 13,064 | $535.2K | 0.06% | +178+1.4% | Added |
| Laurion Capital Management LP | 13,052 | $534.7K | 0.04% | +13,052 | New |
| Pitcairn Co | 13,051 | $534.7K | 0.03% | −9,210−41.4% | Reduced |
| SageView Advisory Group, LLC | 13,015 | $533.2K | 0.02% | −107−0.8% | Reduced |
| Everhart Financial Group, Inc. | 12,855 | $526.7K | 0.07% | +2,641+25.9% | Added |
| Everence Capital Management Inc | 12,820 | $525.0K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 12,773 | $523.3K | 0.04% | +12,773 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,753 | $522.5K | 0.00% | +12,753 | New |
| Investment Management Corp of Ontario | 12,503 | $512.2K | 0.01% | +12,503 | New |
| Jones Financial Companies LLLP | 12,668 | $510.7K | 0.00% | +1,596+14.4% | Added |
| Great Lakes Advisors, LLC | 12,294 | $503.7K | 0.00% | −4,156−25.3% | Reduced |
| Westpac Banking Corp | 12,213 | $500.4K | 0.04% | −11,607−48.7% | Reduced |
| GAMMA Investing LLC | 12,201 | $499.9K | 0.04% | −84−0.7% | Reduced |
| Forum Financial Management, LP | 12,142 | $497.5K | 0.01% | +30.0% | Added |
| RSM US Wealth Management LLC | 12,109 | $496.1K | 0.01% | −1,595−11.6% | Reduced |
| Verdence Capital Advisors LLC | 12,048 | $493.6K | 0.04% | −4,411−26.8% | Reduced |
| United Services Automobile Association | 12,225 | $492.1K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 11,988 | $491.1K | 0.10% | +11,988 | New |
| Bleakley Financial Group, LLC | 11,853 | $485.6K | 0.02% | +429+3.8% | Added |
| V-Square Quantitative Management LLC | 11,823 | $484.4K | 0.07% | +418+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 11,786 | $482.9K | 0.00% | −55,481−82.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,721 | $480.2K | 0.00% | −5,236−30.9% | Reduced |
| Commerce Bank | 11,700 | $479.3K | 0.00% | −1,845−13.6% | Reduced |
| Pinnacle Holdings, LLC | 11,657 | $477.6K | 0.18% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 11,586 | $475.0K | 0.36% | −61−0.5% | Reduced |
| GWM Advisors LLC | 11,531 | $472.4K | 0.00% | +274+2.4% | Added |
| MQS Management LLC | 11,461 | $469.6K | 0.27% | +11,461 | New |
| Gotham Asset Management, LLC | 11,416 | $467.7K | 0.00% | +788+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,335 | $464.4K | 0.02% | −122−1.1% | Reduced |