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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 11,313 | $463.5K | 0.00% | −309−2.7% | Reduced |
| Polymer Capital Management (US) LLC | 11,278 | $462.1K | 0.14% | +11,278 | New |
| International Private Wealth Advisors LLC | 11,243 | $460.6K | 0.44% | +1,611+16.7% | Added |
| Prudential PLC | 11,216 | $459.5K | 0.00% | −21,400−65.6% | Reduced |
| Leonteq Securities AG | 11,171 | $457.6K | 0.03% | +475+4.4% | Added |
| Ritholtz Wealth Management | 11,051 | $452.8K | 0.01% | −2,858−20.5% | Reduced |
| Pinnacle Associates Ltd | 11,042 | $452.4K | 0.01% | −1,089−9.0% | Reduced |
| Diversified Trust Co | 10,897 | $446.4K | 0.01% | −46−0.4% | Reduced |
| Perpetual Ltd | 10,807 | $442.8K | 0.01% | −11,607−51.8% | Reduced |
| Compass Wealth Management LLC | 10,750 | $440.4K | 0.11% | −2,600−19.5% | Reduced |
| Aptus Capital Advisors, LLC | 10,557 | $432.5K | 0.00% | −2,234−17.5% | Reduced |
| Nomura Holdings Inc | 10,508 | $430.5K | 0.00% | −46,751−81.6% | Reduced |
| Hager Investment Management Services, LLC | 10,320 | $422.8K | 0.30% | +4,905+90.6% | Added |
| Gladstone Institutional Advisory LLC | 10,279 | $421.1K | 0.02% | −503−4.7% | Reduced |
| Cobblestone Capital Advisors LLC | 10,016 | $410.4K | 0.02% | −1,328−11.7% | Reduced |
| Triasima Portfolio Management inc. | 10,004 | $409.9K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $409.7K | 0.13% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 9,996 | $409.5K | 0.01% | +9,996 | New |
| Benjamin Edwards Inc | 9,858 | $403.9K | 0.01% | +737+8.1% | Added |
| Heartland Bank & Trust Co | 9,719 | $398.2K | 0.20% | +9,719 | New |
| Ronald Blue Trust, Inc. | 9,609 | $393.7K | 0.01% | +2,779+40.7% | Added |
| Mather Group, LLC. | 9,378 | $384.2K | 0.00% | +746+8.6% | Added |
| Continuum Advisory, LLC | 9,281 | $380.2K | 0.05% | +201+2.2% | Added |
| Kestra Private Wealth Services, LLC | 9,217 | $377.6K | 0.01% | −89−1.0% | Reduced |
| Sym Financial Corp | 9,036 | $370.2K | 0.05% | +770+9.3% | Added |
| Simon Quick Advisors, LLC | 8,953 | $366.8K | 0.02% | +3,835+74.9% | Added |
| Wedmont Private Capital | 10,506 | $365.8K | 0.02% | −1,931−15.5% | Reduced |
| Profund Advisors LLC | 8,917 | $365.3K | 0.02% | −4,935−35.6% | Reduced |
| Ballentine Partners, LLC | 8,891 | $364.3K | 0.01% | +1,114+14.3% | Added |
| Empowered Funds, LLC | 8,838 | $362.1K | 0.01% | +554+6.7% | Added |
| Custom Index Systems, LLC | 8,806 | $360.8K | 0.18% | +8,806 | New |
| Lynx Investment Advisory | 8,718 | $357.2K | 0.24% | −903−9.4% | Reduced |
| Evergreen Capital Management LLC | 8,691 | $356.1K | 0.01% | +2,209+34.1% | Added |
| Quadrant Capital Group LLC | 8,651 | $354.4K | 0.01% | +1,953+29.2% | Added |
| 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 |
| Cowa, LLC | 8,588 | $351.9K | 0.15% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 8,500 | $348.2K | 0.17% | −200−2.3% | Reduced |
| IFP Advisors, Inc | 8,471 | $347.0K | 0.01% | +496+6.2% | Added |
| 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 |
| Allianz SE | 8,254 | $338.2K | 0.01% | +8,254 | New |
| Summit Financial, LLC | 8,138 | $333.4K | 0.01% | −295−3.5% | Reduced |
| Vestcor Inc | 8,140 | $333.0K | 0.01% | +24+0.3% | Added |
| Fox Run Management, L.L.C. | 8,099 | $331.8K | 0.05% | +8,099 | New |
| Skopos Labs, Inc. | 8,073 | $330.7K | 0.07% | +769+10.5% | Added |
| IFG Advisory, LLC | 8,021 | $328.6K | 0.02% | +26+0.3% | Added |
| Paragon Capital Management Ltd | 7,849 | $321.6K | 0.07% | +69+0.9% | Added |
| Panagora Asset Management Inc | 7,807 | $319.9K | 0.00% | +75+1.0% | Added |
| Penserra Capital Management LLC | 7,787 | $318.0K | 0.01% | −1,713−18.0% | Reduced |
| Principal Securities, Inc. | 7,260 | $317.7K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,745 | $317.3K | 0.24% | +32+0.4% | 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 |
| Mystic Asset Management, Inc. | 7,646 | $313.3K | 0.08% | +1,246+19.5% | Added |
| Boothbay Fund Management, LLC | 7,617 | $312.1K | 0.01% | +7,617 | New |
| Inceptionr LLC | 7,615 | $312.0K | 0.09% | +7,615 | New |
| Integrated Wealth Concepts LLC | 7,602 | $311.5K | 0.00% | −549−6.7% | Reduced |
| Syon Capital LLC | 7,555 | $309.5K | 0.03% | +2,117+38.9% | Added |
| Advisory Services Network, LLC | 7,491 | $306.9K | 0.01% | +51+0.7% | Added |
| Geneos Wealth Management Inc. | 7,475 | $306.3K | 0.01% | +1,693+29.3% | Added |
| Farther Finance Advisors, LLC | 7,532 | $305.7K | 0.01% | +3,018+66.9% | Added |
| Lincoln Capital Corp | 7,452 | $305.3K | 0.13% | +1,056+16.5% | Added |
| MBB Public Markets I LLC | 7,337 | $300.6K | 0.03% | +7,337 | New |
| Abn Amro Investment Solutions | 7,287 | $298.5K | 0.01% | −461−5.9% | Reduced |
| Brookstone Capital Management | 7,283 | $298.4K | 0.00% | −67−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,126 | $291.9K | 0.00% | +1,957+37.9% | Added |
| Poinciana Advisors Group, LLC | 7,065 | $289.5K | 0.30% | −28−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,996 | $286.6K | 0.01% | +6,996 | New |
| Kaufman Rossin Wealth, LLC | 6,971 | $285.6K | 0.20% | +6,971 | New |
| Larson Financial Group LLC | 6,909 | $283.1K | 0.01% | +389+6.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,898 | $282.6K | 0.09% | +109+1.6% | Added |
| Fort Washington Investment Advisors Inc | 6,868 | $281.4K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,818 | $279.3K | 0.03% | +60+0.9% | Added |
| Keebeck Alpha, LP | 6,589 | $270.0K | 0.32% | +6,589 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,500 | $266.3K | 0.12% | +6,500 | New |
| Dorsey & Whitney Trust CO LLC | 6,468 | $265.0K | 0.02% | +94+1.5% | Added |
| Whittier Trust Co | 6,428 | $263.4K | 0.00% | 00.0% | Unchanged |
| Gries Financial LLC | 6,414 | $262.8K | 0.05% | −1,341−17.3% | Reduced |
| Aaron Wealth Advisors | 6,409 | $262.6K | 0.03% | +125+2.0% | Added |
| Klingenstein Fields & Co LP | 6,402 | $262.3K | 0.01% | +55+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 6,388 | $259.5K | 0.02% | −6,628−50.9% | Reduced |
| Capital Performance Advisors LLP | 6,304 | $258.3K | 0.06% | +211+3.5% | Added |
| Pointe Capital Management LLC | 6,288 | $257.6K | 0.15% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 6,284 | $257.5K | 0.01% | +6,284 | New |
| HBK Sorce Advisory LLC | 6,216 | $254.7K | 0.01% | +37+0.6% | Added |
| Horizon Investments, LLC | 6,285 | $254.6K | 0.01% | +141+2.3% | Added |
| Gilbert & Cook, Inc. | 6,175 | $253.0K | 0.04% | +174+2.9% | Added |
| Delta Financial Group, Inc. | 5,937 | $251.0K | 0.06% | +37+0.6% | Added |
| Van Eck Associates Corp | 6,114 | $250.0K | 0.00% | +431+7.6% | Added |
| Hall Capital Management Co Inc | 6,057 | $248.2K | 0.11% | −132−2.1% | Reduced |
| Signaturefd, LLC | 6,049 | $247.8K | 0.00% | +486+8.7% | Added |
| Crumly & Associates Inc. | 6,029 | $247.0K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,009 | $246.2K | 0.00% | −130−2.1% | Reduced |
| CX Institutional | 5,944 | $244.0K | 0.01% | +132+2.3% | Added |
| TFB Advisors LLC | 5,944 | $243.5K | 0.07% | +5,944 | New |
| Cable Hill Partners, LLC | 6,379 | $238.0K | 0.02% | +226+3.7% | Added |
| Verity & Verity, LLC | 5,806 | $237.9K | 0.02% | −864−13.0% | Reduced |
| NorthRock Partners, LLC | 5,792 | $237.3K | 0.01% | +421+7.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 5,769 | $236.4K | 0.00% | −906−13.6% | Reduced |