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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 5,763 | $236.1K | 0.01% | +5,763 | New |
| Ferguson Wellman Capital Management, Inc | 5,734 | $234.9K | 0.00% | −520−8.3% | Reduced |
| Atomi Financial Group, Inc. | 5,661 | $231.9K | 0.01% | −860−13.2% | Reduced |
| Horan Securities, Inc. | 5,603 | $229.6K | 0.09% | −1,088−16.3% | Reduced |
| Brown Advisory Inc | 5,591 | $229.1K | 0.00% | +998+21.7% | Added |
| Sapient Capital LLC | 5,591 | $229.1K | 0.00% | −1,426−20.3% | Reduced |
| Scientech Research LLC | 5,581 | $228.7K | 0.06% | +5,581 | New |
| Vontobel Holding Ltd. | 5,512 | $225.8K | 0.00% | −968−14.9% | Reduced |
| Fidelis Capital Partners, LLC | 5,960 | $220.9K | 0.02% | −415−6.5% | Reduced |
| ICONIQ Capital, LLC | 5,385 | $220.6K | 0.00% | +5,385 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $218.1K | 0.03% | −50−0.9% | Reduced |
| Fielder Capital Group LLC | 5,310 | $217.5K | 0.06% | +5,310 | New |
| Moors & Cabot, Inc. | 5,300 | $217.2K | 0.01% | +209+4.1% | Added |
| Accurate Wealth Management, LLC | 6,122 | $213.2K | 0.04% | +667+12.2% | Added |
| Brighton Jones LLC | 5,200 | $213.1K | 0.01% | +5,200 | New |
| SRS Capital Advisors, Inc. | 5,192 | $212.7K | 0.01% | −7,388−58.7% | Reduced |
| Trust Asset Management LLC | 5,138 | $210.5K | 0.02% | −751−12.8% | Reduced |
| D.A. Davidson & Co. | 5,093 | $208.7K | 0.00% | −4−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 5,085 | $208.3K | 0.01% | +5,085 | New |
| Sivia Capital Partners, LLC | 5,075 | $207.9K | 0.10% | +5,075 | New |
| MAI Capital Management | 5,053 | $207.0K | 0.00% | −1,154−18.6% | Reduced |
| Siemens Fonds Invest GmbH | 5,028 | $206.0K | 0.01% | −254−4.8% | Reduced |
| Oxford Asset Management LLP | 5,009 | $205.2K | 0.09% | +5,009 | New |
| KC Investment Advisors, LLC | 4,967 | $203.5K | 0.04% | +4+0.1% | Added |
| Smartleaf Asset Management LLC | 4,878 | $196.3K | 0.02% | −596−10.9% | Reduced |
| Versant Capital Management, Inc | 4,652 | $190.6K | 0.03% | +2,967+176.1% | Added |
| Rossby Financial, LCC | 5,119 | $189.7K | 0.08% | +5,119 | New |
| Richardson Financial Services Inc. | 4,588 | $188.0K | 0.14% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,544 | $186.0K | 0.00% | −4,232−48.2% | Reduced |
| Orion Capital Management LLC | 4,475 | $183.3K | 0.08% | +4,475 | New |
| Harbour Investments, Inc. | 4,433 | $181.6K | 0.01% | +113+2.6% | Added |
| Parallel Advisors, LLC | 4,404 | $180.4K | 0.00% | −518−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,311 | $176.6K | 0.01% | −242−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,291 | $175.8K | 0.01% | +658+18.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $143.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,493 | $143.2K | 0.00% | −137−3.8% | Reduced |
| Clearstead Advisors, LLC | 3,397 | $139.2K | 0.00% | +1,233+57.0% | Added |
| Quent Capital, LLC | 3,377 | $138.4K | 0.01% | +203+6.4% | Added |
| Umb Bank N A | 3,327 | $136.3K | 0.00% | +144+4.5% | Added |
| LRI Investments, LLC | 3,292 | $134.9K | 0.01% | +62+1.9% | Added |
| Private Trust Co NA | 3,215 | $131.7K | 0.01% | +61+1.9% | Added |
| Quarry LP | 3,212 | $131.6K | 0.03% | +3,212 | New |
| Raleigh Capital Management Inc. | 3,155 | $129.3K | 0.06% | −355−10.1% | Reduced |
| Atlas Capital Advisors LLC | 3,141 | $128.7K | 0.02% | −5,947−65.4% | Reduced |
| Ostrum Asset Management | 3,095 | $126.8K | 0.01% | −81−2.6% | Reduced |
| Raiffeisen Bank International AG | 3,090 | $124.4K | 0.00% | +182+6.3% | Added |
| True Wealth Design, LLC | 2,932 | $120.1K | 0.05% | +42+1.5% | Added |
| CIBC Private Wealth Group, LLC | 3,421 | $117.7K | 0.00% | +368+12.1% | Added |
| Allworth Financial LP | 3,002 | $112.4K | 0.00% | +411+15.9% | Added |
| Caas Capital Management LP | 2,650 | $108.6K | 0.05% | +2,650 | New |
| Huntington National Bank | 2,606 | $106.8K | 0.00% | +746+40.1% | Added |
| Armstrong Advisory Group, Inc | 2,427 | $106.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,511 | $102.9K | 0.01% | +1,016+68.0% | Added |
| FSC Wealth Advisors, LLC | 2,464 | $101.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,404 | $98.5K | 0.00% | −49−2.0% | Reduced |
| Ancora Advisors, LLC | 2,260 | $92.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,178 | $89.2K | 0.00% | −509−18.9% | Reduced |
| Bryn Mawr Trust Co | 2,175 | $89.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,080 | $85.2K | 0.00% | −578−21.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,000 | $81.9K | 0.00% | −43−2.1% | Reduced |
| Parkside Financial Bank & Trust | 1,883 | $77.1K | 0.01% | +56+3.1% | Added |
| 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 |
| First Financial Corp | 1,800 | $73.7K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,749 | $71.7K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,624 | $66.5K | 0.00% | +1,624 | New |
| CVA Family Office, LLC | 1,612 | $66.0K | 0.01% | +337+26.4% | Added |
| Gen-Wealth Partners Inc | 1,611 | $66.0K | 0.03% | −99−5.8% | Reduced |
| Covestor Ltd | 1,564 | $64.0K | 0.04% | −1,057−40.3% | Reduced |
| SBI Securities Co., Ltd. | 1,479 | $60.6K | 0.00% | −33−2.2% | Reduced |
| Cromwell Holdings LLC | 1,456 | $59.7K | 0.04% | +28+2.0% | Added |
| Delta Asset Management LLC | 1,398 | $57.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,334 | $54.7K | 0.02% | +198+17.4% | Added |
| Deseret Mutual Benefit Administrators | 1,334 | $54.7K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,331 | $54.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,319 | $54.0K | 0.00% | +17+1.3% | Added |
| Loomis Sayles & Co L P | 1,311 | $54.0K | 0.00% | −701−34.8% | Reduced |
| Citizens National Bank Trust Department | 1,300 | $53.3K | 0.01% | +1,000+333.3% | Added |
| Manchester Capital Management LLC | 1,230 | $50.4K | 0.01% | −241−16.4% | Reduced |
| Nordwand Advisors, LLC | 1,190 | $48.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,167 | $47.8K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,161 | $47.6K | 0.04% | +861+287.0% | Added |
| Salem Investment Counselors Inc | 1,135 | $46.5K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,132 | $46.0K | 0.02% | +1,132 | New |
| NBT Bank N A | 1,106 | $45.3K | 0.00% | +1,106 | New |
| Cary Street Partner Investment Advisory LLC | 1,076 | $44.1K | 0.03% | +634+143.4% | Added |
| Central Trust Co | 943 | $38.6K | 0.00% | +100+11.9% | Added |
| Private Wealth Asset Management, LLC | 935 | $38.3K | 0.01% | +935 | New |
| Sierra Ocean, LLC | 828 | $33.9K | 0.03% | −239−22.4% | Reduced |
| Canton Hathaway, LLC | 730 | $30.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 713 | $29.2K | 0.00% | −214−23.1% | Reduced |
| Hexagon Capital Partners LLC | 687 | $28.1K | 0.01% | +99+16.8% | Added |
| Spire Wealth Management | 681 | $27.9K | 0.00% | −40−5.5% | Reduced |
| Grove Bank & Trust | 678 | $27.8K | 0.00% | +334+97.1% | Added |
| Ameliora Wealth Management Ltd. | 630 | $27.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 644 | $26.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 638 | $26.0K | 0.00% | +67+11.7% | Added |
| Carolinas Wealth Consulting LLC | 598 | $24.5K | 0.01% | −9−1.5% | Reduced |
| Atlantic Trust, LLC | 588 | $24.1K | 0.01% | +588 | New |
| Valley National Advisers Inc | 605 | $24.0K | 0.00% | 00.0% | Unchanged |