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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, Q2 2025

Institutional positions in Citizens Financial Group Inc as of Jun 30, 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
807
−12 vs. Q1 2025
Shares held
412.7M
+337.0K (+0.1%) vs. Q1 2025
Total value
$18.5B
+$1.65B (+9.8%) vs. Q1 2025
New holders
109
284 more added
Sold out
121
311 more reduced

12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 807 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 heldQ2 2025: $18.5B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2025.

Institutions holding CFG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd405$530.00%−219−35.1%Reduced
SOA Wealth Advisors, LLC.1$530.00%00.0%Unchanged
Activest Wealth Management3$1340.00%+3New
LGT Financial Advisors LLC4$1790.00%+4New
Transamerica Financial Advisors, Inc.5$1980.00%00.0%Unchanged
Quaker Wealth Management, LLC9$4030.00%+9New
WestEnd Advisors, LLC10$4480.00%−3−23.1%Reduced
Bare Financial Services, Inc11$4920.00%−14−56.0%Reduced
Redwood Park Advisors LLC12$5370.00%00.0%Unchanged
American Capital Advisory, LLC15$6720.00%+15New
Cape Investment Advisory, Inc.16$7160.00%−2−11.1%Reduced
Stephens Consulting, LLC16$7160.00%+16New
Annis Gardner Whiting Capital Advisors, LLC17$7610.00%00.0%Unchanged
Rise Advisors, LLC17$7610.00%00.0%Unchanged
Parkworth Wealth Management, Inc.17$7610.00%+8+88.9%Added
Transce3nd, LLC17$7610.00%+17New
Cherry Tree Wealth Management, LLC18$7840.00%−180−90.9%Reduced
HFM Investment Advisors, LLC20$8950.00%+10+100.0%Added
S&T Bank21$9400.00%+21New
Bay Harbor Wealth Management, LLC22$9840.00%+14+175.0%Added
Clark Wealth Partners22$9840.00%+22New
SWAN Capital LLC25$1.12K0.00%00.0%Unchanged
Kilter Group LLC25$1.12K0.00%+25New
SJS Investment Consulting Inc.26$1.16K0.00%−25−49.0%Reduced
Binnacle Investments Inc29$1.30K0.00%+29New
Rialto Wealth Management, LLC31$1.39K0.00%+31New
Main Street Group, LTD32$1.45K0.00%+3+10.3%Added
Bell Investment Advisors, Inc34$1.52K0.00%−12−26.1%Reduced
HM Payson & Co38$1.70K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC38$1.70K0.00%+3+8.6%Added
Tortoise Investment Management, LLC41$1.83K0.00%+41New
Hughes Financial Services, LLC40$1.88K0.00%−7−14.9%Reduced
Evergreen Private Wealth LLC42$1.88K0.00%+42New
Center for Financial Planning, Inc.43$1.93K0.00%00.0%Unchanged
High Note Wealth, LLC44$1.97K0.00%00.0%Unchanged
Sachetta, LLC44$1.97K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC44$1.97K0.00%+12+37.5%Added
Atlantic Union Bankshares Corp46$2.06K0.00%+46New
Raffa Wealth Management, LLC49$2.19K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$2.24K0.00%00.0%Unchanged
UMA Financial Services, Inc.51$2.28K0.00%+51New
Beaird Harris Wealth Management, LLC52$2.33K0.00%+52New
Rosenberg Matthew Hamilton53$2.37K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC53$2.37K0.00%+53New
DiNuzzo Private Wealth, Inc.56$2.51K0.00%−3−5.1%Reduced
Pinnacle Financial Partners Inc57$2.55K0.00%00.0%Unchanged
True Wealth Design, LLC59$2.64K0.00%−2,873−98.0%Reduced
TFC Financial Management61$2.73K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC69$3.07K0.00%00.0%Unchanged
Asset Dedication, LLC70$3.13K0.00%00.0%Unchanged
Rakuten Securities, Inc.74$3.31K0.00%+73+7,300.0%Added
Piscataqua Savings Bank75$3.36K0.00%00.0%Unchanged
Highline Wealth Partners LLC85$3.79K0.00%+1+1.2%Added
Silicon Valley Capital Partners86$3.85K0.00%+86New
Colonial Trust Co88$3.94K0.00%−21−19.3%Reduced
Robbins Farley LLC90$4.03K0.00%00.0%Unchanged
Key Financial Inc91$4.07K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.92$4.12K0.00%00.0%Unchanged
Howard Hughes Medical Institute94$4.21K0.00%+94New
Bogart Wealth, LLC96$4.30K0.00%+13+15.7%Added
Fortitude Family Office, LLC97$4.34K0.00%+60+162.2%Added
Fourth Dimension Wealth, LLC100$4.47K0.00%00.0%Unchanged
AdvisorNet Financial, Inc103$4.61K0.00%+28+37.3%Added
NVWM, LLC104$4.66K0.00%−10−8.8%Reduced
Addison Advisors LLC110$4.92K0.00%+110New
Capital Advisors, Ltd. LLC122$5.00K0.00%−1−0.8%Reduced
Avion Wealth113$5.00K0.00%+9+8.7%Added
Jackson, Grant Investment Advisers, Inc.112$5.01K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC114$5.10K0.00%+114New
Maseco LLP117$5.24K0.00%+117New
Cornerstone Planning Group LLC115$5.44K0.00%−121−51.3%Reduced
Dunhill Financial, LLC121$5.45K0.00%+73+152.1%Added
Whipplewood Advisors, LLC125$5.59K0.00%+72+135.8%Added
JFS Wealth Advisors, LLC127$5.68K0.00%−138−52.1%Reduced
Princeton Global Asset Management LLC129$5.77K0.00%+129New
N.E.W. Advisory Services LLC132$5.91K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.142$6.36K0.00%+21+17.4%Added
Prestige Wealth Management Group LLC144$6.44K0.00%00.0%Unchanged
Logan Capital Management Inc144$6.44K0.00%+1+0.7%Added
WealthTrak Capital Management LLC147$6.58K0.01%+10+7.3%Added
Financial Management Professionals, Inc.149$6.67K0.00%+95+175.9%Added
Ogorek Anthony Joseph163$7.00K0.00%−83−33.7%Reduced
Caldwell Sutter Capital, Inc.159$7.12K0.00%00.0%Unchanged
ORG Partners LLC156$7.20K0.00%+136+680.0%Added
HHM Wealth Advisors, LLC164$7.34K0.00%−2−1.2%Reduced
Duncker Streett & Co Inc170$7.61K0.00%00.0%Unchanged
Creative Financial Designs Inc171$7.65K0.00%−5−2.8%Reduced
Boreal Capital Management LLC173$7.74K0.01%+173New
Ameriflex Group, Inc.184$8.12K0.00%+65+54.6%Added
North Star Investment Management Corp.200$8.95K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.201$8.99K0.01%00.0%Unchanged
Decker Retirement Planning Inc.205$9.17K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC209$9.35K0.00%00.0%Unchanged
Optiver Holding B.V.211$9.44K0.00%+211New
Strategic Wealth Partners, Ltd.217$9.71K0.00%+217New
Barrett & Company, Inc.218$9.76K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.226$10.1K0.01%−1−0.4%Reduced
Twin Peaks Wealth Advisors, LLC225$10.8K0.00%+225New
Retirement Wealth Solutions LLC251$11.2K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc256$11.5K0.00%00.0%Unchanged