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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 7,917 | $354.3K | 0.00% | +1,908+31.8% | Added |
| 1620 Investment Advisors, Inc. | 7,980 | $357.1K | 0.25% | +235+3.0% | Added |
| Hennessy Advisors Inc | 8,000 | $358.0K | 0.01% | −7,000−46.7% | Reduced |
| International Private Wealth Advisors LLC | 8,022 | $359.0K | 0.31% | −3,221−28.6% | Reduced |
| Hamilton Capital Partners Inc. | 8,051 | $360.3K | 0.02% | −8,300−50.8% | Reduced |
| Mystic Asset Management, Inc. | 8,170 | $365.6K | 0.09% | +524+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,178 | $366.0K | 0.01% | −3,157−27.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,380 | $375.0K | 0.22% | +8,380 | New |
| Integrated Quantitative Investments LLC | 8,500 | $380.4K | 0.11% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,588 | $384.3K | 0.01% | −25,678−74.9% | Reduced |
| Cresset Asset Management, LLC | 8,669 | $387.9K | 0.00% | −10,223−54.1% | Reduced |
| Sym Financial Corp | 8,679 | $388.4K | 0.04% | −357−4.0% | Reduced |
| Continuum Advisory, LLC | 8,732 | $390.8K | 0.05% | −549−5.9% | Reduced |
| Evoke Wealth, LLC | 8,745 | $391.3K | 0.01% | +8,745 | New |
| Skopos Labs, Inc. | 8,788 | $393.2K | 0.05% | +715+8.9% | Added |
| Ballentine Partners, LLC | 8,813 | $394.4K | 0.01% | −78−0.9% | Reduced |
| Lynx Investment Advisory | 8,961 | $401.0K | 0.26% | +243+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,088 | $406.7K | 0.02% | −6,261−40.8% | Reduced |
| Walleye Capital LLC | 9,295 | $416.0K | 0.00% | −10,408−52.8% | Reduced |
| Counterpoint Mutual Funds LLC | 9,327 | $417.4K | 0.04% | +696+8.1% | Added |
| Aptus Capital Advisors, LLC | 9,343 | $418.1K | 0.00% | −1,214−11.5% | Reduced |
| Heartland Bank & Trust Co | 9,390 | $420.2K | 0.20% | −329−3.4% | Reduced |
| Custom Index Systems, LLC | 9,392 | $420.3K | 0.20% | +586+6.7% | Added |
| AlphaStar Capital Management, LLC | 9,437 | $422.3K | 0.03% | +9,437 | New |
| IFG Advisory, LLC | 9,550 | $427.4K | 0.02% | +1,529+19.1% | Added |
| Machina Capital S.A.S. | 9,603 | $429.7K | 0.09% | +9,603 | New |
| MQS Management LLC | 9,684 | $433.4K | 0.24% | −1,777−15.5% | Reduced |
| Farther Finance Advisors, LLC | 9,686 | $433.4K | 0.01% | +2,154+28.6% | Added |
| Sivia Capital Partners, LLC | 9,814 | $439.2K | 0.15% | +4,739+93.4% | Added |
| Everhart Financial Group, Inc. | 9,948 | $445.2K | 0.05% | −2,907−22.6% | Reduced |
| Lecap Asset Management Ltd | 9,984 | $446.8K | 0.16% | −4,498−31.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $447.5K | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,118 | $452.8K | 0.02% | −161−1.6% | Reduced |
| Pitcairn Co | 10,289 | $460.4K | 0.03% | −2,762−21.2% | Reduced |
| LifeWealth Investments, LLC | 10,299 | $460.9K | 0.08% | −2,846−21.7% | Reduced |
| Advisory Services Network, LLC | 9,710 | $463.4K | 0.01% | +2,219+29.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,369 | $464.0K | 0.00% | −1,352−11.5% | Reduced |
| Cobblestone Capital Advisors LLC | 10,387 | $464.8K | 0.02% | +371+3.7% | Added |
| Ronald Blue Trust, Inc. | 10,393 | $465.1K | 0.01% | +784+8.2% | Added |
| MUFG Securities Americas Inc. | 10,397 | $465.3K | 0.04% | +1,766+20.5% | Added |
| Chicago Partners Investment Group LLC | 9,353 | $466.5K | 0.01% | +9,353 | New |
| Buckingham Strategic Partners | 10,696 | $478.5K | 0.01% | −4,643−30.3% | Reduced |
| Investment Management Corp of Ontario | 10,703 | $479.0K | 0.01% | −1,800−14.4% | Reduced |
| Lido Advisors, LLC | 10,741 | $480.7K | 0.00% | −4,149−27.9% | Reduced |
| Compass Wealth Management LLC | 10,750 | $481.1K | 0.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,821 | $484.2K | 0.01% | +1,604+17.4% | Added |
| Diversified Trust Co | 10,960 | $490.5K | 0.01% | +63+0.6% | Added |
| Syon Capital LLC | 10,984 | $491.5K | 0.03% | +3,429+45.4% | Added |
| Evergreen Capital Management LLC | 11,027 | $493.5K | 0.01% | +2,336+26.9% | Added |
| Prudential PLC | 11,216 | $501.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,265 | $504.2K | 0.00% | −521−4.4% | Reduced |
| Empowered Funds, LLC | 11,295 | $505.5K | 0.01% | +2,457+27.8% | Added |
| Prossimo Advisors, LLC | 11,433 | $512.0K | 0.41% | −153−1.3% | Reduced |
| GWM Advisors LLC | 11,547 | $516.7K | 0.00% | +16+0.1% | Added |
| Wealthspire Advisors, LLC | 11,570 | $517.8K | 0.00% | +257+2.3% | Added |
| Commerce Bank | 11,592 | $518.7K | 0.00% | −108−0.9% | Reduced |
| Pinnacle Holdings, LLC | 11,657 | $521.7K | 0.19% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 11,758 | $526.2K | 0.01% | +11,758 | New |
| Sig Brokerage, LP | 11,833 | $529.5K | 0.15% | +11,833 | New |
| Squarepoint Ops LLC | 11,860 | $530.7K | 0.00% | −172,183−93.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,946 | $534.6K | 0.04% | −827−6.5% | Reduced |
| Centennial Wealth Advisory LLC | 12,449 | $557.2K | 0.18% | −3,823−23.5% | Reduced |
| Group One Trading, L.P. | 12,615 | $564.5K | 0.02% | −62,833−83.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,753 | $570.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,820 | $574.0K | 0.04% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 12,877 | $576.2K | 0.04% | −4,913−27.6% | Reduced |
| Wedmont Private Capital | 12,167 | $576.5K | 0.02% | +1,661+15.8% | Added |
| V-Square Quantitative Management LLC | 13,015 | $582.4K | 0.08% | +1,192+10.1% | Added |
| Banque Cantonale Vaudoise | 13,105 | $586.0K | 0.02% | −599−4.4% | Reduced |
| Gotham Asset Management, LLC | 13,134 | $587.7K | 0.00% | +1,718+15.0% | Added |
| SummitTX Capital, L.P. | 13,146 | $588.3K | 0.03% | −4,638−26.1% | Reduced |
| Forum Financial Management, LP | 13,150 | $588.5K | 0.01% | +1,008+8.3% | Added |
| Connable Office Inc | 13,240 | $592.5K | 0.06% | +176+1.3% | Added |
| Bleakley Financial Group, LLC | 13,271 | $593.9K | 0.02% | +1,418+12.0% | Added |
| Bessemer Group Inc | 13,433 | $600.0K | 0.00% | −23,064−63.2% | Reduced |
| Archer Investment Corp | 13,500 | $604.1K | 0.14% | −113−0.8% | Reduced |
| RSM US Wealth Management LLC | 13,713 | $613.6K | 0.01% | +1,604+13.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,834 | $619.1K | 0.01% | −70−0.5% | Reduced |
| Brighton Jones LLC | 13,892 | $621.6K | 0.02% | +8,692+167.2% | Added |
| Hager Investment Management Services, LLC | 13,980 | $625.6K | 0.37% | +3,660+35.5% | Added |
| SageView Advisory Group, LLC | 12,763 | $629.6K | 0.02% | −252−1.9% | Reduced |
| Persistent Asset Partners Ltd | 14,082 | $630.2K | 0.55% | +14,082 | New |
| J. Safra Sarasin Holding AG | 14,168 | $634.0K | 0.01% | −14,158−50.0% | Reduced |
| Pallas Capital Advisors LLC | 14,188 | $634.9K | 0.02% | −28,179−66.5% | Reduced |
| Greenleaf Trust | 14,205 | $635.7K | 0.01% | −1,754−11.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,297 | $639.8K | 0.11% | −37,207−72.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,366 | $642.9K | 0.07% | −250−1.7% | Reduced |
| Kestra Advisory Services, LLC | 14,426 | $645.6K | 0.00% | −1,654−10.3% | Reduced |
| Sterling Investment Counsel, LLC | 14,457 | $647.0K | 0.38% | −10,411−41.9% | Reduced |
| Legacy Capital Group California, Inc. | 14,516 | $649.6K | 0.18% | −2,659−15.5% | Reduced |
| New England Research & Management, Inc. | 14,837 | $664.0K | 0.32% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,854 | $664.7K | 0.03% | +1,079+7.8% | Added |
| De Lisle Partners LLP | 14,863 | $664.8K | 0.09% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 14,967 | $669.8K | 0.08% | −706−4.5% | Reduced |
| GAMMA Investing LLC | 14,977 | $670.2K | 0.04% | +2,776+22.8% | Added |
| Bluesphere Advisors, LLC | 15,146 | $677.8K | 0.34% | 00.0% | Unchanged |
| Savant Capital, LLC | 15,349 | $686.9K | 0.00% | −2,170−12.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,355 | $687.1K | 0.00% | −18,217−54.3% | Reduced |
| Blair William & Co | 15,411 | $689.6K | 0.00% | +819+5.6% | Added |
| Sherbrooke Park Advisers LLC | 15,554 | $696.0K | 0.30% | +15,554 | New |