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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 16,564 | $741.2K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 16,498 | $738.3K | 0.04% | +100+0.6% | Added |
| Mediolanum International Funds Ltd | 16,181 | $718.9K | 0.01% | +1,947+13.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 16,022 | $717.0K | 0.00% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 15,835 | $708.6K | 0.36% | −1,565−9.0% | Reduced |
| Jones Financial Companies LLLP | 15,879 | $705.9K | 0.00% | +3,211+25.3% | Added |
| Metis Global Partners, LLC | 15,660 | $700.8K | 0.02% | −2,103−11.8% | Reduced |
| Sherbrooke Park Advisers LLC | 15,554 | $696.0K | 0.30% | +15,554 | New |
| Blair William & Co | 15,411 | $689.6K | 0.00% | +819+5.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,355 | $687.1K | 0.00% | −18,217−54.3% | Reduced |
| Savant Capital, LLC | 15,349 | $686.9K | 0.00% | −2,170−12.4% | Reduced |
| Bluesphere Advisors, LLC | 15,146 | $677.8K | 0.34% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,977 | $670.2K | 0.04% | +2,776+22.8% | Added |
| Altfest L J & Co Inc | 14,967 | $669.8K | 0.08% | −706−4.5% | Reduced |
| De Lisle Partners LLP | 14,863 | $664.8K | 0.09% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,854 | $664.7K | 0.03% | +1,079+7.8% | Added |
| New England Research & Management, Inc. | 14,837 | $664.0K | 0.32% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 14,516 | $649.6K | 0.18% | −2,659−15.5% | Reduced |
| Sterling Investment Counsel, LLC | 14,457 | $647.0K | 0.38% | −10,411−41.9% | Reduced |
| Kestra Advisory Services, LLC | 14,426 | $645.6K | 0.00% | −1,654−10.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,366 | $642.9K | 0.07% | −250−1.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,297 | $639.8K | 0.11% | −37,207−72.2% | Reduced |
| Greenleaf Trust | 14,205 | $635.7K | 0.01% | −1,754−11.0% | Reduced |
| Pallas Capital Advisors LLC | 14,188 | $634.9K | 0.02% | −28,179−66.5% | Reduced |
| J. Safra Sarasin Holding AG | 14,168 | $634.0K | 0.01% | −14,158−50.0% | Reduced |
| Persistent Asset Partners Ltd | 14,082 | $630.2K | 0.55% | +14,082 | New |
| SageView Advisory Group, LLC | 12,763 | $629.6K | 0.02% | −252−1.9% | Reduced |
| Hager Investment Management Services, LLC | 13,980 | $625.6K | 0.37% | +3,660+35.5% | Added |
| Brighton Jones LLC | 13,892 | $621.6K | 0.02% | +8,692+167.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,834 | $619.1K | 0.01% | −70−0.5% | Reduced |
| RSM US Wealth Management LLC | 13,713 | $613.6K | 0.01% | +1,604+13.2% | Added |
| Archer Investment Corp | 13,500 | $604.1K | 0.14% | −113−0.8% | Reduced |
| Bessemer Group Inc | 13,433 | $600.0K | 0.00% | −23,064−63.2% | Reduced |
| Bleakley Financial Group, LLC | 13,271 | $593.9K | 0.02% | +1,418+12.0% | Added |
| Connable Office Inc | 13,240 | $592.5K | 0.06% | +176+1.3% | Added |
| Forum Financial Management, LP | 13,150 | $588.5K | 0.01% | +1,008+8.3% | Added |
| SummitTX Capital, L.P. | 13,146 | $588.3K | 0.03% | −4,638−26.1% | Reduced |
| Gotham Asset Management, LLC | 13,134 | $587.7K | 0.00% | +1,718+15.0% | Added |
| Banque Cantonale Vaudoise | 13,105 | $586.0K | 0.02% | −599−4.4% | Reduced |
| V-Square Quantitative Management LLC | 13,015 | $582.4K | 0.08% | +1,192+10.1% | Added |
| Wedmont Private Capital | 12,167 | $576.5K | 0.02% | +1,661+15.8% | Added |
| Cambria Investment Management, L.P. | 12,877 | $576.2K | 0.04% | −4,913−27.6% | Reduced |
| Everence Capital Management Inc | 12,820 | $574.0K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,753 | $570.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12,615 | $564.5K | 0.02% | −62,833−83.3% | Reduced |
| Centennial Wealth Advisory LLC | 12,449 | $557.2K | 0.18% | −3,823−23.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,946 | $534.6K | 0.04% | −827−6.5% | Reduced |
| Squarepoint Ops LLC | 11,860 | $530.7K | 0.00% | −172,183−93.6% | Reduced |
| Sig Brokerage, LP | 11,833 | $529.5K | 0.15% | +11,833 | New |
| Howard Capital Management Inc. | 11,758 | $526.2K | 0.01% | +11,758 | New |
| Pinnacle Holdings, LLC | 11,657 | $521.7K | 0.19% | 00.0% | Unchanged |
| Commerce Bank | 11,592 | $518.7K | 0.00% | −108−0.9% | Reduced |
| Wealthspire Advisors, LLC | 11,570 | $517.8K | 0.00% | +257+2.3% | Added |
| GWM Advisors LLC | 11,547 | $516.7K | 0.00% | +16+0.1% | Added |
| Prossimo Advisors, LLC | 11,433 | $512.0K | 0.41% | −153−1.3% | Reduced |
| Empowered Funds, LLC | 11,295 | $505.5K | 0.01% | +2,457+27.8% | Added |
| Steward Partners Investment Advisory, LLC | 11,265 | $504.2K | 0.00% | −521−4.4% | Reduced |
| Prudential PLC | 11,216 | $501.9K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,027 | $493.5K | 0.01% | +2,336+26.9% | Added |
| Syon Capital LLC | 10,984 | $491.5K | 0.03% | +3,429+45.4% | Added |
| Diversified Trust Co | 10,960 | $490.5K | 0.01% | +63+0.6% | Added |
| Kestra Private Wealth Services, LLC | 10,821 | $484.2K | 0.01% | +1,604+17.4% | Added |
| Compass Wealth Management LLC | 10,750 | $481.1K | 0.11% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,741 | $480.7K | 0.00% | −4,149−27.9% | Reduced |
| Investment Management Corp of Ontario | 10,703 | $479.0K | 0.01% | −1,800−14.4% | Reduced |
| Buckingham Strategic Partners | 10,696 | $478.5K | 0.01% | −4,643−30.3% | Reduced |
| Chicago Partners Investment Group LLC | 9,353 | $466.5K | 0.01% | +9,353 | New |
| MUFG Securities Americas Inc. | 10,397 | $465.3K | 0.04% | +1,766+20.5% | Added |
| Ronald Blue Trust, Inc. | 10,393 | $465.1K | 0.01% | +784+8.2% | Added |
| Cobblestone Capital Advisors LLC | 10,387 | $464.8K | 0.02% | +371+3.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,369 | $464.0K | 0.00% | −1,352−11.5% | Reduced |
| Advisory Services Network, LLC | 9,710 | $463.4K | 0.01% | +2,219+29.6% | Added |
| LifeWealth Investments, LLC | 10,299 | $460.9K | 0.08% | −2,846−21.7% | Reduced |
| Pitcairn Co | 10,289 | $460.4K | 0.03% | −2,762−21.2% | Reduced |
| Gladstone Institutional Advisory LLC | 10,118 | $452.8K | 0.02% | −161−1.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $447.5K | 0.13% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 9,984 | $446.8K | 0.16% | −4,498−31.1% | Reduced |
| Everhart Financial Group, Inc. | 9,948 | $445.2K | 0.05% | −2,907−22.6% | Reduced |
| Sivia Capital Partners, LLC | 9,814 | $439.2K | 0.15% | +4,739+93.4% | Added |
| Farther Finance Advisors, LLC | 9,686 | $433.4K | 0.01% | +2,154+28.6% | Added |
| MQS Management LLC | 9,684 | $433.4K | 0.24% | −1,777−15.5% | Reduced |
| Machina Capital S.A.S. | 9,603 | $429.7K | 0.09% | +9,603 | New |
| IFG Advisory, LLC | 9,550 | $427.4K | 0.02% | +1,529+19.1% | Added |
| AlphaStar Capital Management, LLC | 9,437 | $422.3K | 0.03% | +9,437 | New |
| Custom Index Systems, LLC | 9,392 | $420.3K | 0.20% | +586+6.7% | Added |
| Heartland Bank & Trust Co | 9,390 | $420.2K | 0.20% | −329−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 9,343 | $418.1K | 0.00% | −1,214−11.5% | Reduced |
| Counterpoint Mutual Funds LLC | 9,327 | $417.4K | 0.04% | +696+8.1% | Added |
| Walleye Capital LLC | 9,295 | $416.0K | 0.00% | −10,408−52.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,088 | $406.7K | 0.02% | −6,261−40.8% | Reduced |
| Lynx Investment Advisory | 8,961 | $401.0K | 0.26% | +243+2.8% | Added |
| Ballentine Partners, LLC | 8,813 | $394.4K | 0.01% | −78−0.9% | Reduced |
| Skopos Labs, Inc. | 8,788 | $393.2K | 0.05% | +715+8.9% | Added |
| Evoke Wealth, LLC | 8,745 | $391.3K | 0.01% | +8,745 | New |
| Continuum Advisory, LLC | 8,732 | $390.8K | 0.05% | −549−5.9% | Reduced |
| Sym Financial Corp | 8,679 | $388.4K | 0.04% | −357−4.0% | Reduced |
| Cresset Asset Management, LLC | 8,669 | $387.9K | 0.00% | −10,223−54.1% | Reduced |
| Quantbot Technologies LP | 8,588 | $384.3K | 0.01% | −25,678−74.9% | Reduced |
| Integrated Quantitative Investments LLC | 8,500 | $380.4K | 0.11% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 8,380 | $375.0K | 0.22% | +8,380 | New |