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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 8,178 | $366.0K | 0.01% | −3,157−27.9% | Reduced |
| Mystic Asset Management, Inc. | 8,170 | $365.6K | 0.09% | +524+6.9% | Added |
| Hamilton Capital Partners Inc. | 8,051 | $360.3K | 0.02% | −8,300−50.8% | Reduced |
| International Private Wealth Advisors LLC | 8,022 | $359.0K | 0.31% | −3,221−28.6% | Reduced |
| Hennessy Advisors Inc | 8,000 | $358.0K | 0.01% | −7,000−46.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,980 | $357.1K | 0.25% | +235+3.0% | Added |
| Advisors Capital Management, LLC | 7,917 | $354.3K | 0.00% | +1,908+31.8% | Added |
| Penserra Capital Management LLC | 7,829 | $349.0K | 0.00% | +42+0.5% | Added |
| Graypoint LLC | 7,784 | $348.3K | 0.02% | −668−7.9% | Reduced |
| Morningstar Investment Management LLC | 7,772 | $348.0K | 0.03% | +7,772 | New |
| Geneos Wealth Management Inc. | 7,762 | $347.4K | 0.01% | +287+3.8% | Added |
| Round Rock Advisors, LLC | 7,700 | $344.6K | 0.06% | −20−0.3% | Reduced |
| Vestcor Inc | 7,673 | $343.0K | 0.01% | −467−5.7% | Reduced |
| Callan Family Office, LLC | 7,656 | $342.6K | 0.01% | +7,656 | New |
| Resources Investment Advisors, LLC. | 7,617 | $340.9K | 0.00% | +491+6.9% | Added |
| Signal Advisors Wealth, LLC | 7,614 | $340.7K | 0.03% | +7,614 | New |
| Profund Advisors LLC | 7,600 | $340.1K | 0.01% | −1,317−14.8% | Reduced |
| Quantitative Investment Management, LLC | 7,523 | $336.0K | 0.05% | +7,523 | New |
| Brookstone Capital Management | 7,497 | $335.5K | 0.00% | +214+2.9% | Added |
| IFP Advisors, Inc | 7,432 | $332.6K | 0.01% | −1,039−12.3% | Reduced |
| Abn Amro Investment Solutions | 7,287 | $326.1K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 7,198 | $322.1K | 0.05% | −4,080−36.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 7,186 | $321.6K | 0.02% | +7,186 | New |
| Gries Financial LLC | 7,088 | $317.2K | 0.06% | +674+10.5% | Added |
| Tower Research Capital LLC (TRC) | 6,934 | $310.3K | 0.01% | −19,739−74.0% | Reduced |
| NorthRock Partners, LLC | 6,908 | $309.1K | 0.01% | +1,116+19.3% | Added |
| Fort Washington Investment Advisors Inc | 6,868 | $307.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,855 | $306.8K | 0.02% | −5,358−43.9% | Reduced |
| SRS Capital Advisors, Inc. | 6,712 | $304.9K | 0.01% | +1,520+29.3% | Added |
| Larson Financial Group LLC | 6,751 | $302.1K | 0.01% | −158−2.3% | Reduced |
| Moors & Cabot, Inc. | 6,705 | $300.0K | 0.01% | +1,405+26.5% | Added |
| Summit Financial, LLC | 6,697 | $299.7K | 0.01% | −1,441−17.7% | Reduced |
| CX Institutional | 6,642 | $297.0K | 0.01% | +698+11.7% | Added |
| Van Eck Associates Corp | 6,618 | $296.0K | 0.00% | +504+8.2% | Added |
| Accurate Wealth Management, LLC | 6,167 | $295.4K | 0.05% | +45+0.7% | Added |
| KC Investment Advisors, LLC | 6,591 | $295.0K | 0.10% | +1,624+32.7% | Added |
| Mather Group, LLC. | 6,567 | $293.9K | 0.00% | −2,811−30.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6,565 | $293.8K | 0.01% | +2,274+53.0% | Added |
| Transcend Wealth Collective, LLC | 6,496 | $290.7K | 0.02% | +6,496 | New |
| Fidelis Capital Partners, LLC | 6,174 | $289.7K | 0.03% | +214+3.6% | Added |
| Ferguson Wellman Capital Management, Inc | 6,449 | $288.6K | 0.01% | +715+12.5% | Added |
| Pensionmark Financial Group, LLC | 6,449 | $288.6K | 0.01% | −3,547−35.5% | Reduced |
| Whittier Trust Co | 6,428 | $287.7K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,402 | $286.5K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 6,384 | $285.7K | 0.02% | −4−0.1% | Reduced |
| Citadel Advisors LLC | 6,354 | $284.3K | 0.00% | −1,067,816−99.4% | Reduced |
| Pointe Capital Management LLC | 6,288 | $281.4K | 0.15% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,286 | $281.3K | 0.04% | +111+1.8% | Added |
| 111 Capital | 6,188 | $276.9K | 0.05% | −18,140−74.6% | Reduced |
| Horan Securities, Inc. | 6,097 | $272.9K | 0.10% | +494+8.8% | Added |
| Boston Private Wealth LLC | 6,086 | $272.3K | 0.01% | +6,086 | New |
| TFB Advisors LLC | 6,079 | $272.0K | 0.07% | +135+2.3% | Added |
| Lincoln Capital Corp | 6,075 | $271.8K | 0.10% | −1,377−18.5% | Reduced |
| HBK Sorce Advisory LLC | 6,069 | $271.6K | 0.01% | −147−2.4% | Reduced |
| Hall Capital Management Co Inc | 6,057 | $271.1K | 0.11% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,029 | $269.8K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,024 | $269.6K | 0.02% | +996+19.8% | Added |
| MBB Public Markets I LLC | 5,919 | $264.9K | 0.03% | −1,418−19.3% | Reduced |
| Armis Advisers, LLC | 5,536 | $263.9K | 0.02% | +5,536 | New |
| Signaturefd, LLC | 5,820 | $260.4K | 0.00% | −229−3.8% | Reduced |
| Principal Securities, Inc. | 5,788 | $259.0K | 0.00% | −1,472−20.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 5,769 | $258.2K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5,590 | $250.2K | 0.02% | −216−3.7% | Reduced |
| Parallel Advisors, LLC | 5,589 | $250.1K | 0.01% | +1,185+26.9% | Added |
| Poinciana Advisors Group, LLC | 5,585 | $249.9K | 0.23% | −1,480−20.9% | Reduced |
| Panagora Asset Management Inc | 5,574 | $249.4K | 0.00% | −2,233−28.6% | Reduced |
| MAI Capital Management | 5,563 | $249.0K | 0.00% | +510+10.1% | Added |
| Umb Bank N A | 5,522 | $247.1K | 0.00% | +2,195+66.0% | Added |
| Perpetual Ltd | 5,449 | $243.8K | 0.00% | −5,358−49.6% | Reduced |
| Paragon Capital Management Ltd | 5,424 | $242.7K | 0.04% | −2,425−30.9% | Reduced |
| Harvest Fund Management Co., Ltd | 5,421 | $242.0K | 0.01% | −8,984−62.4% | Reduced |
| Entropy Technologies, LP | 5,355 | $239.6K | 0.02% | +5,355 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $238.2K | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,314 | $237.8K | 0.01% | +5,314 | New |
| Woodward Diversified Capital, LLC | 5,314 | $237.8K | 0.12% | +5,314 | New |
| Knights of Columbus Asset Advisors LLC | 5,264 | $235.6K | 0.01% | −9,405−64.1% | Reduced |
| Concurrent Investment Advisors, LLC | 5,219 | $233.6K | 0.00% | +5,219 | New |
| Kera Capital Partners, Inc. | 5,217 | $233.5K | 0.05% | +5,217 | New |
| Sapient Capital LLC | 5,178 | $231.7K | 0.00% | −413−7.4% | Reduced |
| Boyar Asset Management Inc. | 5,161 | $231.0K | 0.15% | +5,161 | New |
| waypoint wealth counsel | 5,146 | $230.3K | 0.11% | +5,146 | New |
| Trust Asset Management LLC | 5,138 | $229.9K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,106 | $228.5K | 0.05% | +5,106 | New |
| Wetherby Asset Management Inc | 5,081 | $227.4K | 0.01% | +5,081 | New |
| D.A. Davidson & Co. | 5,080 | $227.3K | 0.00% | −13−0.3% | Reduced |
| Brown Advisory Inc | 5,076 | $227.2K | 0.00% | −515−9.2% | Reduced |
| Great Lakes Advisors, LLC | 5,046 | $225.8K | 0.00% | −7,248−59.0% | Reduced |
| 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 |
| Drucker Wealth 3.0, LLC | 4,748 | $225.0K | 0.04% | +4,748 | New |
| Rossby Financial, LCC | 5,008 | $224.1K | 0.08% | −111−2.2% | Reduced |
| PDS Planning, Inc | 4,996 | $223.6K | 0.02% | +4,996 | New |
| Leonteq Securities AG | 4,930 | $220.6K | 0.01% | −6,241−55.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,846 | $216.9K | 0.01% | −19,685−80.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,827 | $216.0K | 0.01% | +4,827 | New |
| Bradley Foster & Sargent Inc | 4,797 | $214.7K | 0.00% | +4,797 | New |
| Hoxton Planning & Management, LLC | 4,792 | $214.4K | 0.07% | +4,792 | New |
| Bryn Mawr Trust Co | 4,758 | $212.9K | 0.00% | +2,583+118.8% | Added |
| Equity Investment Corp | 4,697 | $210.2K | 0.00% | +4,697 | New |
| Aaron Wealth Advisors | 4,657 | $208.4K | 0.02% | −1,752−27.3% | Reduced |