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 | 861 | $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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 553 | $22.7K | 0.02% | −27−4.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 551 | $22.6K | 0.00% | +1+0.2% | Added |
| Bank of New Hampshire | 550 | $22.5K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 500 | $20.5K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 475 | $19.5K | 0.00% | +158+49.8% | Added |
| Rothschild Investment LLC | 460 | $18.8K | 0.00% | +59+14.7% | Added |
| Golden State Wealth Management, LLC | 457 | $18.7K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 427 | $17.5K | 0.00% | +165+63.0% | Added |
| South State Corp. | 414 | $17.0K | 0.00% | +414 | New |
| West Oak Capital, LLC | 400 | $16.4K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 389 | $15.9K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 378 | $15.5K | 0.01% | +378 | New |
| DT Investment Partners, LLC | 364 | $14.9K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 324 | $14.8K | 0.01% | +3+0.9% | Added |
| Beacon Capital Management, LLC | 352 | $14.4K | 0.00% | +158+81.4% | Added |
| BFSG, LLC | 350 | $14.3K | 0.00% | 00.0% | Unchanged |
| Motco | 349 | $14.3K | 0.00% | +40+12.9% | Added |
| TruNorth Capital Management, LLC | 349 | $14.3K | 0.00% | +349 | New |
| WPG Advisers, LLC | 346 | $14.2K | 0.01% | +255+280.2% | Added |
| Farmers & Merchants Investments Inc | 325 | $13.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $12.7K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 300 | $12.3K | 0.24% | 00.0% | Unchanged |
| BNP Paribas | 272 | $11.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 270 | $11.1K | 0.01% | −6−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 265 | $10.9K | 0.00% | +82+44.8% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $10.5K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 251 | $10.3K | 0.01% | +1+0.4% | Added |
| Wealth Preservation Advisors, LLC | 250 | $10.2K | 0.01% | +250 | New |
| Semmax Financial Advisors Inc. | 259 | $10.2K | 0.00% | +3+1.2% | Added |
| Ogorek Anthony Joseph | 246 | $10.0K | 0.00% | +246 | New |
| West Paces Advisors Inc. | 238 | $9.75K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 231 | $9.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 230 | $9.42K | 0.01% | −12−5.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 227 | $9.29K | 0.01% | −82−26.5% | Reduced |
| Barrett & Company, Inc. | 218 | $8.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 236 | $8.61K | 0.00% | +133+129.1% | Added |
| Harbor Investment Advisory, LLC | 209 | $8.56K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 205 | $8.40K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 201 | $8.23K | 0.01% | +201 | New |
| North Star Investment Management Corp. | 200 | $8.19K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $8.19K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 198 | $8.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 176 | $7.21K | 0.00% | +5+2.9% | Added |
| Saudi Central Bank | 173 | $7.09K | 0.04% | +173 | New |
| Duncker Streett & Co Inc | 170 | $6.96K | 0.00% | −1,000−85.5% | Reduced |
| HHM Wealth Advisors, LLC | 166 | $6.80K | 0.00% | −3−1.8% | Reduced |
| Crewe Advisors LLC | 160 | $6.56K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $6.51K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $5.94K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $5.90K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 143 | $5.84K | 0.00% | +2+1.4% | Added |
| WealthTrak Capital Management LLC | 137 | $5.61K | 0.00% | −313−69.6% | Reduced |
| N.E.W. Advisory Services LLC | 132 | $5.41K | 0.00% | +132 | New |
| Whipplewood Advisors, LLC | 53 | $5.12K | 0.00% | −131−71.2% | Reduced |
| Capital Advisors, Ltd. LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 121 | $4.96K | 0.00% | +121 | New |
| Ameriflex Group, Inc. | 119 | $4.88K | 0.00% | −423−78.0% | Reduced |
| Global Financial Private Client, LLC | 116 | $4.75K | 0.00% | +43+58.9% | Added |
| NVWM, LLC | 114 | $4.66K | 0.00% | −24−17.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 112 | $4.59K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 110 | $4.51K | 0.00% | +110 | New |
| Colonial Trust Co | 109 | $4.47K | 0.00% | −780−87.7% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $4.10K | 0.00% | +100 | New |
| Avion Wealth | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 92 | $3.77K | 0.00% | −53−36.6% | Reduced |
| Cranbrook Wealth Management, LLC | 92 | $3.77K | 0.00% | +92 | New |
| Key Financial Inc | 91 | $3.73K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 90 | $3.69K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 84 | $3.44K | 0.00% | +6+7.7% | Added |
| Bogart Wealth, LLC | 83 | $3.40K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 79 | $3.24K | 0.00% | +79 | New |
| Truvestments Capital LLC | 75 | $3.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $3.07K | 0.00% | +6+8.7% | Added |
| Piscataqua Savings Bank | 75 | $3.07K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 69 | $2.83K | 0.00% | +69 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 69 | $2.81K | 0.01% | −9−11.5% | Reduced |
| Abound Wealth Management | 67 | $2.75K | 0.00% | −4−5.6% | Reduced |
| NewSquare Capital LLC | 67 | $2.75K | 0.00% | +67 | New |
| Crowley Wealth Management, Inc. | 64 | $2.62K | 0.00% | +32+100.0% | Added |
| TFC Financial Management | 61 | $2.50K | 0.00% | +3+5.2% | Added |
| Pinnacle Financial Partners Inc | 57 | $2.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 59 | $2.42K | 0.00% | +7+13.5% | Added |
| Financial Management Professionals, Inc. | 54 | $2.21K | 0.00% | −40−42.6% | Reduced |
| Rosenberg Matthew Hamilton | 53 | $2.17K | 0.00% | +53 | New |
| SJS Investment Consulting Inc. | 51 | $2.09K | 0.00% | +10+24.4% | Added |
| Trifecta Capital Advisors, LLC | 50 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $2.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 48 | $1.98K | 0.00% | −31−39.2% | Reduced |
| Hughes Financial Services, LLC | 47 | $1.91K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 46 | $1.89K | 0.00% | +12+35.3% | Added |
| Sandy Spring Bank | 46 | $1.89K | 0.00% | +46 | New |
| Sachetta, LLC | 44 | $1.80K | 0.00% | −16−26.7% | Reduced |
| High Note Wealth, LLC | 44 | $1.80K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 44 | $1.80K | 0.00% | +44 | New |
| Center for Financial Planning, Inc. | 43 | $1.76K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 38 | $1.56K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.52K | 0.00% | −77−67.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $1.43K | 0.00% | −35−50.0% | Reduced |
| Kestra Investment Management, LLC | 33 | $1.35K | 0.00% | +33 | New |