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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 36,278 | $1.62M | 0.00% | −11,898−24.7% | Reduced |
| Sanctuary Advisors, LLC | 36,231 | $1.62M | 0.01% | −3,589−9.0% | Reduced |
| Strategic Investment Advisors | 35,962 | $1.60M | 0.16% | −2,884−7.4% | Reduced |
| Tounjian Advisory Partners, LLC | 39,132 | $1.60M | 0.31% | −512−1.3% | Reduced |
| PEAK6 LLC | 35,752 | $1.60M | 0.05% | +8,857+32.9% | Added |
| Lee Financial Co | 35,597 | $1.59M | 0.23% | +10,786+43.5% | Added |
| Donoghue Forlines LLC | 35,582 | $1.59M | 0.45% | −360−1.0% | Reduced |
| Pacer Advisors, Inc. | 35,372 | $1.58M | 0.00% | +12,892+57.3% | Added |
| Janney Montgomery Scott LLC | 35,352 | $1.58M | 0.00% | +512+1.5% | Added |
| Avanza Fonder AB | 35,231 | $1.58M | 0.05% | −1,160−3.2% | Reduced |
| Trust Investment Advisors | 35,156 | $1.57M | 0.96% | −2,043−5.5% | Reduced |
| Dark Forest Capital Management LP | 34,517 | $1.54M | 0.06% | +28,754+498.9% | Added |
| HighTower Advisors, LLC | 34,503 | $1.54M | 0.00% | −15,072−30.4% | Reduced |
| Wellington Shields & Co., LLC | 34,000 | $1.52M | 0.43% | 00.0% | Unchanged |
| US Bancorp | 32,643 | $1.46M | 0.00% | −668−2.0% | Reduced |
| Board of the Pension Protection Fund | 32,400 | $1.45M | 1.57% | +32,400 | New |
| Atria Investments LLC | 32,170 | $1.44M | 0.02% | −6,592−17.0% | Reduced |
| Sequoia Financial Advisors, LLC | 31,995 | $1.43M | 0.01% | +7,281+29.5% | Added |
| Paradigm Financial Partners, LLC | 31,231 | $1.40M | 0.15% | −3,228−9.4% | Reduced |
| Toroso Investments, LLC | 30,880 | $1.38M | 0.01% | +6,399+26.1% | Added |
| Red Cedar Investment Management, LLC | 30,612 | $1.37M | 0.17% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 30,370 | $1.36M | 0.00% | −1,478−4.6% | Reduced |
| Mizuho Securities USA LLC | 29,974 | $1.34M | 0.03% | +29,974 | New |
| Integrated Wealth Concepts LLC | 29,524 | $1.32M | 0.01% | +21,922+288.4% | Added |
| Sterling Capital Management LLC | 28,956 | $1.30M | 0.02% | +4,530+18.5% | Added |
| Fifth Third Bancorp | 28,851 | $1.29M | 0.00% | +2,039+7.6% | Added |
| Merit Financial Group, LLC | 28,849 | $1.29M | 0.01% | −15,549−35.0% | Reduced |
| Cookson Peirce & Co Inc | 28,544 | $1.28M | 0.06% | +5,786+25.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 28,499 | $1.28M | 0.08% | +28,499 | New |
| Brown, Lisle/Cummings, Inc. | 28,413 | $1.27M | 0.34% | +500+1.8% | Added |
| AIA Group Ltd | 28,277 | $1.27M | 0.03% | −2,039−6.7% | Reduced |
| Kentucky Retirement Systems | 28,144 | $1.26M | 0.04% | −1,845−6.2% | Reduced |
| Prosperity Consulting Group, LLC | 27,379 | $1.23M | 0.09% | −1,025−3.6% | Reduced |
| Brevan Howard Capital Management LP | 27,267 | $1.22M | 0.01% | −54,812−66.8% | Reduced |
| CSS LLC | 27,237 | $1.22M | 0.08% | +8,630+46.4% | Added |
| Robeco Institutional Asset Management B.V. | 26,852 | $1.20M | 0.00% | +748+2.9% | Added |
| Summit Trail Advisors, LLC | 26,748 | $1.20M | 0.02% | +26,748 | New |
| Hartford Investment Management Co | 26,006 | $1.16M | 0.04% | −656−2.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,695 | $1.15M | 0.14% | +25,695 | New |
| My Legacy Advisors, LLC | 23,983 | $1.15M | 0.41% | −205−0.8% | Reduced |
| ASR Vermogensbeheer N.V. | 25,259 | $1.13M | 0.01% | −64−0.3% | Reduced |
| AlTi Global, Inc. | 25,224 | $1.13M | 0.03% | +121+0.5% | Added |
| Ci Investments Inc. | 25,191 | $1.13M | 0.00% | +233+0.9% | Added |
| Fourthstone LLC | 25,100 | $1.12M | 0.22% | +25,100 | New |
| Staley Capital Advisers Inc | 25,000 | $1.12M | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 24,906 | $1.11M | 0.01% | +2,714+12.2% | Added |
| Coldstream Capital Management Inc | 24,842 | $1.11M | 0.02% | +5,416+27.9% | Added |
| Landscape Capital Management, L.L.C. | 24,759 | $1.11M | 0.09% | +24,759 | New |
| Paradigm Asset Management Co LLC | 24,649 | $1.10M | 0.27% | +22,900+1,309.3% | Added |
| Colony Group, LLC | 24,508 | $1.10M | 0.00% | −1,431−5.5% | Reduced |
| Covenant Asset Management, LLC | 24,406 | $1.09M | 0.22% | −1,042−4.1% | Reduced |
| Glenmede Investment Management, LP | 24,287 | $1.09M | 0.01% | +24,287 | New |
| Norinchukin Bank, The | 24,272 | $1.09M | 0.02% | +760+3.2% | Added |
| Minerva Advisors LLC | 23,585 | $1.06M | 0.69% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 23,533 | $1.05M | 0.00% | −1,523−6.1% | Reduced |
| Independent Financial Group, LLC | 23,279 | $1.04M | 0.03% | −1,450−5.9% | Reduced |
| Fiduciary Trust Co | 23,091 | $1.03M | 0.01% | +9,421+68.9% | Added |
| Louisiana State Employees Retirement System | 22,900 | $1.02M | 0.02% | −600−2.6% | Reduced |
| Ransom Advisory, Ltd | 22,750 | $1.02M | 0.48% | −1,100−4.6% | Reduced |
| Securian Asset Management, Inc | 22,636 | $1.01M | 0.03% | −519−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 22,179 | $992.5K | 0.02% | −125−0.6% | Reduced |
| Oppenheimer & Co Inc | 22,155 | $991.4K | 0.01% | +1,218+5.8% | Added |
| Northwestern Mutual Wealth Management Co | 21,954 | $982.5K | 0.00% | +6,461+41.7% | Added |
| Elo Mutual Pension Insurance Co | 21,846 | $977.6K | 0.02% | +21,846 | New |
| Gulf International Bank (UK) Ltd | 21,842 | $977.0K | 0.03% | −3,767−14.7% | Reduced |
| Twin Tree Management, LP | 21,702 | $971.2K | 0.02% | −8,451−28.0% | Reduced |
| Essential Partners LLC | 21,467 | $960.6K | 0.38% | +21,467 | New |
| Strategic Advisors LLC | 21,270 | $951.8K | 0.19% | 00.0% | Unchanged |
| Atom Investors LP | 21,266 | $951.7K | 0.08% | −52,256−71.1% | Reduced |
| ING Groep NV | 21,208 | $949.1K | 0.01% | +1,365+6.9% | Added |
| Oxford Asset Management LLP | 21,025 | $940.9K | 0.31% | +16,016+319.7% | Added |
| Maryland State Retirement & Pension System | 20,888 | $934.7K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 20,600 | $922.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 19,735 | $883.1K | 0.01% | +8,693+78.7% | Added |
| Newman Dignan & Sheerar, Inc. | 19,725 | $882.7K | 0.20% | −628−3.1% | Reduced |
| M&T Bank Corp | 19,616 | $877.9K | 0.00% | −1,331−6.4% | Reduced |
| Meeder Advisory Services, Inc. | 19,614 | $877.7K | 0.05% | +572+3.0% | Added |
| HB Wealth Management, LLC | 19,608 | $877.5K | 0.01% | −1,737−8.1% | Reduced |
| Fort Sheridan Advisors LLC | 19,532 | $874.1K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 19,519 | $873.5K | 0.07% | −2,000−9.3% | Reduced |
| United Capital Financial Advisers, LLC | 19,369 | $866.8K | 0.01% | +20.0% | Added |
| Congress Wealth Management LLC | 19,360 | $866.4K | 0.01% | +3,122+19.2% | Added |
| SeaCrest Wealth Management, LLC | 19,315 | $864.3K | 0.09% | −9,600−33.2% | Reduced |
| Meeder Asset Management Inc | 19,284 | $863.0K | 0.05% | +145+0.8% | Added |
| Romano Brothers and Company | 18,654 | $834.8K | 0.10% | −2,500−11.8% | Reduced |
| Salzhauer Michael | 18,591 | $831.9K | 0.52% | −710−3.7% | Reduced |
| Elevated Capital Advisors, LLC | 20,019 | $820.2K | 0.23% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 18,114 | $810.6K | 0.02% | −277,840−93.9% | Reduced |
| Quadrant Capital Group LLC | 18,039 | $807.2K | 0.03% | +9,388+108.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,836 | $798.2K | 0.03% | −75−0.4% | Reduced |
| WBI Investments | 17,629 | $788.9K | 0.20% | +1,934+12.3% | Added |
| QRG Capital Management, Inc. | 17,615 | $788.3K | 0.01% | −24,993−58.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $779.5K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,400 | $778.6K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 17,300 | $774.2K | 0.00% | −157,412−90.1% | Reduced |
| Vise Technologies, Inc. | 17,145 | $767.3K | 0.03% | +17,145 | New |
| Csenge Advisory Group | 18,830 | $759.8K | 0.04% | −528−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 16,964 | $759.1K | 0.01% | −18,414−52.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,879 | $755.3K | 0.01% | +2,718+19.2% | Added |
| Apollon Wealth Management, LLC | 16,726 | $748.5K | 0.01% | −3,778−18.4% | Reduced |