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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Total Investment Management Inc | 257 | $11.5K | 0.00% | +257 | New |
| Frazier Financial Advisors, LLC | 270 | $12.1K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 272 | $12.2K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 261 | $12.5K | 0.00% | +2+0.8% | Added |
| NewSquare Capital LLC | 279 | $12.5K | 0.00% | +212+316.4% | Added |
| Clear Street Markets LLC | 292 | $13.1K | 0.00% | +292 | New |
| CBIZ Investment Advisory Services, LLC | 298 | $13.3K | 0.00% | −177−37.3% | Reduced |
| Citizens National Bank Trust Department | 300 | $13.4K | 0.00% | −1,000−76.9% | Reduced |
| Spurstone Advisory Services, LLC | 300 | $13.4K | 0.20% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 300 | $13.4K | 0.01% | +50+20.0% | Added |
| McIlrath & Eck, LLC | 309 | $13.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 320 | $14.3K | 0.00% | −5−1.5% | Reduced |
| Roxbury Financial LLC | 327 | $14.6K | 0.01% | +3+0.9% | Added |
| WPG Advisers, LLC | 340 | $15.2K | 0.01% | −6−1.7% | Reduced |
| South State Corp. | 350 | $15.7K | 0.00% | −64−15.5% | Reduced |
| BFSG, LLC | 350 | $15.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 354 | $15.8K | 0.00% | +2+0.6% | Added |
| Atlantic Trust, LLC | 362 | $16.2K | 0.00% | −226−38.4% | Reduced |
| DT Investment Partners, LLC | 364 | $16.3K | 0.00% | 00.0% | Unchanged |
| Motco | 349 | $16.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 378 | $16.9K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 420 | $17.5K | 0.01% | −210−33.3% | Reduced |
| West Oak Capital, LLC | 400 | $17.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 436 | $19.5K | 0.00% | −21−4.6% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $20.3K | 0.00% | +453 | New |
| Sierra Ocean, LLC | 475 | $21.3K | 0.02% | −353−42.6% | Reduced |
| Bruce G. Allen Investments, LLC | 476 | $21.3K | 0.02% | +246+107.0% | Added |
| Vision Financial Markets LLC | 500 | $22.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 529 | $23.7K | 0.00% | +69+15.0% | Added |
| Bank of New Hampshire | 550 | $24.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 570 | $25.5K | 0.00% | +19+3.4% | Added |
| CoreCap Advisors, LLC | 601 | $26.9K | 0.00% | −112−15.7% | Reduced |
| Capital A Wealth Management, LLC | 814 | $27.0K | 0.31% | +794+3,970.0% | Added |
| Hemington Wealth Management | 604 | $27.0K | 0.00% | −34−5.3% | Reduced |
| Valley National Advisers Inc | 608 | $27.0K | 0.00% | +3+0.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $28.2K | 0.01% | +630 | New |
| Trust Co of Vermont | 641 | $28.7K | 0.00% | +410+177.5% | Added |
| Private Wealth Management Group, LLC | 644 | $28.8K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 645 | $28.9K | 0.01% | +500+344.8% | Added |
| GoalVest Advisory LLC | 680 | $30.4K | 0.01% | +676+16,900.0% | Added |
| REAP Financial Group, LLC | 736 | $32.9K | 0.01% | +309+72.4% | Added |
| Spire Wealth Management | 736 | $32.9K | 0.00% | +55+8.1% | Added |
| Canton Hathaway, LLC | 730 | $33.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 752 | $33.7K | 0.00% | +74+10.9% | Added |
| Contravisory Investment Management, Inc. | 772 | $34.5K | 0.01% | −18,984−96.1% | Reduced |
| Brown Brothers Harriman & Co | 789 | $35.3K | 0.00% | −530−40.2% | Reduced |
| Harbour Investments, Inc. | 804 | $36.0K | 0.00% | −3,629−81.9% | Reduced |
| State of Wyoming | 869 | $38.9K | 0.00% | +869 | New |
| Headlands Technologies LLC | 918 | $41.1K | 0.00% | −961−51.1% | Reduced |
| Central Trust Co | 943 | $42.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 958 | $42.7K | 0.00% | +925+2,803.0% | Added |
| Zions Bancorporation, National Association | 996 | $44.6K | 0.00% | −628−38.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 998 | $44.7K | 0.00% | +998 | New |
| NBT Bank N A | 1,106 | $49.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,132 | $50.7K | 0.01% | −2,009−64.0% | Reduced |
| Salem Investment Counselors Inc | 1,135 | $50.8K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,161 | $52.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,167 | $52.2K | 0.03% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1,167 | $52.2K | 0.03% | +1,167 | New |
| Delta Asset Management LLC | 1,198 | $53.6K | 0.00% | −200−14.3% | Reduced |
| Onefund, LLC | 1,215 | $54.0K | 0.04% | +1,215 | New |
| Manchester Capital Management LLC | 1,236 | $55.3K | 0.01% | +6+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,239 | $55.4K | 0.03% | +163+15.1% | Added |
| Lazard Asset Management LLC | 1,275 | $57.0K | 0.00% | −3,269−71.9% | Reduced |
| MUFG Securities EMEA plc | 1,288 | $57.6K | 0.00% | +1,288 | New |
| Ridgewood Investments LLC | 1,331 | $59.6K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,334 | $59.7K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,304 | $62.0K | 0.03% | +1,304 | New |
| CVA Family Office, LLC | 1,387 | $62.1K | 0.01% | −225−14.0% | Reduced |
| Private Trust Co NA | 1,428 | $63.9K | 0.01% | −1,787−55.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,430 | $64.0K | 0.02% | +96+7.2% | Added |
| Cromwell Holdings LLC | 1,502 | $67.2K | 0.04% | +46+3.2% | Added |
| SBI Securities Co., Ltd. | 1,540 | $68.9K | 0.00% | +61+4.1% | Added |
| Gen-Wealth Partners Inc | 1,587 | $71.0K | 0.03% | −24−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,686 | $75.4K | 0.00% | −193−10.3% | Reduced |
| First Financial Corp | 1,800 | $80.5K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,920 | $85.9K | 0.01% | +37+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $89.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,019 | $90.4K | 0.00% | −61−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,138 | $95.7K | 0.01% | −289−11.9% | Reduced |
| Massmutual Trust Co FSB | 2,297 | $102.8K | 0.00% | +119+5.5% | Added |
| TD Private Client Wealth LLC | 2,410 | $107.8K | 0.00% | +6+0.2% | Added |
| Global Retirement Partners, LLC | 2,696 | $120.6K | 0.00% | +2,696 | New |
| Clearstead Advisors, LLC | 2,814 | $125.9K | 0.00% | −583−17.2% | Reduced |
| Huntington National Bank | 2,968 | $132.8K | 0.00% | +362+13.9% | Added |
| Raiffeisen Bank International AG | 3,090 | $133.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,986 | $133.6K | 0.06% | −169−5.4% | Reduced |
| Ostrum Asset Management | 3,009 | $134.7K | 0.01% | −86−2.8% | Reduced |
| LRI Investments, LLC | 3,123 | $139.8K | 0.01% | −169−5.1% | Reduced |
| Covestor Ltd | 3,297 | $148.0K | 0.09% | +1,733+110.8% | Added |
| First Horizon Advisors, Inc. | 3,342 | $149.6K | 0.00% | −151−4.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $156.5K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 3,500 | $156.6K | 0.14% | +3,500 | New |
| Allworth Financial LP | 3,574 | $159.9K | 0.00% | +572+19.1% | Added |
| CIBC Private Wealth Group, LLC | 3,651 | $163.4K | 0.00% | +230+6.7% | Added |
| Ancora Advisors, LLC | 3,669 | $164.2K | 0.00% | +1,409+62.3% | Added |
| Walleye Trading LLC | 3,808 | $170.4K | 0.00% | −13,270−77.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,093 | $183.2K | 0.01% | −218−5.1% | Reduced |
| Smartleaf Asset Management LLC | 4,394 | $195.2K | 0.02% | −484−9.9% | Reduced |
| Orion Capital Management LLC | 4,475 | $200.3K | 0.08% | 00.0% | Unchanged |