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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 4,478 | $200.4K | 0.01% | +4,478 | New |
| Personal Cfo Solutions, LLC | 4,588 | $205.3K | 0.04% | +4,588 | New |
| Versant Capital Management, Inc | 4,597 | $205.7K | 0.03% | −55−1.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,624 | $206.9K | 0.05% | +4,624 | New |
| Cidel Asset Management Inc | 4,630 | $207.2K | 0.01% | +4,630 | New |
| iA Global Asset Management Inc. | 4,657 | $208.0K | 0.00% | +4,657 | New |
| Richardson Financial Services Inc. | 4,518 | $208.3K | 0.14% | −70−1.5% | Reduced |
| Aaron Wealth Advisors | 4,657 | $208.4K | 0.02% | −1,752−27.3% | Reduced |
| Equity Investment Corp | 4,697 | $210.2K | 0.00% | +4,697 | New |
| Bryn Mawr Trust Co | 4,758 | $212.9K | 0.00% | +2,583+118.8% | Added |
| Hoxton Planning & Management, LLC | 4,792 | $214.4K | 0.07% | +4,792 | New |
| Bradley Foster & Sargent Inc | 4,797 | $214.7K | 0.00% | +4,797 | New |
| Beacon Investment Advisory Services, Inc. | 4,827 | $216.0K | 0.01% | +4,827 | New |
| Parallax Volatility Advisers, L.P. | 4,846 | $216.9K | 0.01% | −19,685−80.2% | Reduced |
| Leonteq Securities AG | 4,930 | $220.6K | 0.01% | −6,241−55.9% | Reduced |
| PDS Planning, Inc | 4,996 | $223.6K | 0.02% | +4,996 | New |
| Rossby Financial, LCC | 5,008 | $224.1K | 0.08% | −111−2.2% | Reduced |
| Drucker Wealth 3.0, LLC | 4,748 | $225.0K | 0.04% | +4,748 | New |
| GTS Securities LLC | 5,028 | $225.0K | 0.01% | −19,994−79.9% | Reduced |
| Vontobel Holding Ltd. | 5,028 | $225.0K | 0.00% | −484−8.8% | Reduced |
| Great Lakes Advisors, LLC | 5,046 | $225.8K | 0.00% | −7,248−59.0% | Reduced |
| Brown Advisory Inc | 5,076 | $227.2K | 0.00% | −515−9.2% | Reduced |
| D.A. Davidson & Co. | 5,080 | $227.3K | 0.00% | −13−0.3% | Reduced |
| Wetherby Asset Management Inc | 5,081 | $227.4K | 0.01% | +5,081 | New |
| VisionPoint Advisory Group, LLC | 5,106 | $228.5K | 0.05% | +5,106 | New |
| Trust Asset Management LLC | 5,138 | $229.9K | 0.02% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,146 | $230.3K | 0.11% | +5,146 | New |
| Boyar Asset Management Inc. | 5,161 | $231.0K | 0.15% | +5,161 | New |
| Sapient Capital LLC | 5,178 | $231.7K | 0.00% | −413−7.4% | Reduced |
| Kera Capital Partners, Inc. | 5,217 | $233.5K | 0.05% | +5,217 | New |
| Concurrent Investment Advisors, LLC | 5,219 | $233.6K | 0.00% | +5,219 | New |
| Knights of Columbus Asset Advisors LLC | 5,264 | $235.6K | 0.01% | −9,405−64.1% | Reduced |
| Woodward Diversified Capital, LLC | 5,314 | $237.8K | 0.12% | +5,314 | New |
| Sowell Financial Services LLC | 5,314 | $237.8K | 0.01% | +5,314 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $238.2K | 0.03% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,355 | $239.6K | 0.02% | +5,355 | New |
| Harvest Fund Management Co., Ltd | 5,421 | $242.0K | 0.01% | −8,984−62.4% | Reduced |
| Paragon Capital Management Ltd | 5,424 | $242.7K | 0.04% | −2,425−30.9% | Reduced |
| Perpetual Ltd | 5,449 | $243.8K | 0.00% | −5,358−49.6% | Reduced |
| Umb Bank N A | 5,522 | $247.1K | 0.00% | +2,195+66.0% | Added |
| MAI Capital Management | 5,563 | $249.0K | 0.00% | +510+10.1% | Added |
| Panagora Asset Management Inc | 5,574 | $249.4K | 0.00% | −2,233−28.6% | Reduced |
| Poinciana Advisors Group, LLC | 5,585 | $249.9K | 0.23% | −1,480−20.9% | Reduced |
| Parallel Advisors, LLC | 5,589 | $250.1K | 0.01% | +1,185+26.9% | Added |
| Verity & Verity, LLC | 5,590 | $250.2K | 0.02% | −216−3.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 5,769 | $258.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,788 | $259.0K | 0.00% | −1,472−20.3% | Reduced |
| Signaturefd, LLC | 5,820 | $260.4K | 0.00% | −229−3.8% | Reduced |
| Armis Advisers, LLC | 5,536 | $263.9K | 0.02% | +5,536 | New |
| MBB Public Markets I LLC | 5,919 | $264.9K | 0.03% | −1,418−19.3% | Reduced |
| Siemens Fonds Invest GmbH | 6,024 | $269.6K | 0.02% | +996+19.8% | Added |
| Crumly & Associates Inc. | 6,029 | $269.8K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,057 | $271.1K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,069 | $271.6K | 0.01% | −147−2.4% | Reduced |
| Lincoln Capital Corp | 6,075 | $271.8K | 0.10% | −1,377−18.5% | Reduced |
| TFB Advisors LLC | 6,079 | $272.0K | 0.07% | +135+2.3% | Added |
| Boston Private Wealth LLC | 6,086 | $272.3K | 0.01% | +6,086 | New |
| Horan Securities, Inc. | 6,097 | $272.9K | 0.10% | +494+8.8% | Added |
| 111 Capital | 6,188 | $276.9K | 0.05% | −18,140−74.6% | Reduced |
| Gilbert & Cook, Inc. | 6,286 | $281.3K | 0.04% | +111+1.8% | Added |
| Pointe Capital Management LLC | 6,288 | $281.4K | 0.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,354 | $284.3K | 0.00% | −1,067,816−99.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,384 | $285.7K | 0.02% | −4−0.1% | Reduced |
| Klingenstein Fields & Co LP | 6,402 | $286.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 6,428 | $287.7K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,449 | $288.6K | 0.01% | −3,547−35.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,449 | $288.6K | 0.01% | +715+12.5% | Added |
| Fidelis Capital Partners, LLC | 6,174 | $289.7K | 0.03% | +214+3.6% | Added |
| Transcend Wealth Collective, LLC | 6,496 | $290.7K | 0.02% | +6,496 | New |
| EverSource Wealth Advisors, LLC | 6,565 | $293.8K | 0.01% | +2,274+53.0% | Added |
| Mather Group, LLC. | 6,567 | $293.9K | 0.00% | −2,811−30.0% | Reduced |
| KC Investment Advisors, LLC | 6,591 | $295.0K | 0.10% | +1,624+32.7% | Added |
| Accurate Wealth Management, LLC | 6,167 | $295.4K | 0.05% | +45+0.7% | Added |
| Van Eck Associates Corp | 6,618 | $296.0K | 0.00% | +504+8.2% | Added |
| CX Institutional | 6,642 | $297.0K | 0.01% | +698+11.7% | Added |
| Summit Financial, LLC | 6,697 | $299.7K | 0.01% | −1,441−17.7% | Reduced |
| Moors & Cabot, Inc. | 6,705 | $300.0K | 0.01% | +1,405+26.5% | Added |
| Larson Financial Group LLC | 6,751 | $302.1K | 0.01% | −158−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 6,712 | $304.9K | 0.01% | +1,520+29.3% | Added |
| Westpac Banking Corp | 6,855 | $306.8K | 0.02% | −5,358−43.9% | Reduced |
| Fort Washington Investment Advisors Inc | 6,868 | $307.3K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,908 | $309.1K | 0.01% | +1,116+19.3% | Added |
| Tower Research Capital LLC (TRC) | 6,934 | $310.3K | 0.01% | −19,739−74.0% | Reduced |
| Gries Financial LLC | 7,088 | $317.2K | 0.06% | +674+10.5% | Added |
| Canada Post Corp Registered Pension Plan | 7,186 | $321.6K | 0.02% | +7,186 | New |
| Polymer Capital Management (US) LLC | 7,198 | $322.1K | 0.05% | −4,080−36.2% | Reduced |
| Abn Amro Investment Solutions | 7,287 | $326.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,432 | $332.6K | 0.01% | −1,039−12.3% | Reduced |
| Brookstone Capital Management | 7,497 | $335.5K | 0.00% | +214+2.9% | Added |
| Quantitative Investment Management, LLC | 7,523 | $336.0K | 0.05% | +7,523 | New |
| Profund Advisors LLC | 7,600 | $340.1K | 0.01% | −1,317−14.8% | Reduced |
| Signal Advisors Wealth, LLC | 7,614 | $340.7K | 0.03% | +7,614 | New |
| Resources Investment Advisors, LLC. | 7,617 | $340.9K | 0.00% | +491+6.9% | Added |
| Callan Family Office, LLC | 7,656 | $342.6K | 0.01% | +7,656 | New |
| Vestcor Inc | 7,673 | $343.0K | 0.01% | −467−5.7% | Reduced |
| Round Rock Advisors, LLC | 7,700 | $344.6K | 0.06% | −20−0.3% | Reduced |
| Geneos Wealth Management Inc. | 7,762 | $347.4K | 0.01% | +287+3.8% | Added |
| Morningstar Investment Management LLC | 7,772 | $348.0K | 0.03% | +7,772 | New |
| Graypoint LLC | 7,784 | $348.3K | 0.02% | −668−7.9% | Reduced |
| Penserra Capital Management LLC | 7,829 | $349.0K | 0.00% | +42+0.5% | Added |