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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 4,518 | $208.3K | 0.14% | −70−1.5% | Reduced |
| iA Global Asset Management Inc. | 4,657 | $208.0K | 0.00% | +4,657 | New |
| Cidel Asset Management Inc | 4,630 | $207.2K | 0.01% | +4,630 | New |
| Ipswich Investment Management Co., Inc. | 4,624 | $206.9K | 0.05% | +4,624 | New |
| Versant Capital Management, Inc | 4,597 | $205.7K | 0.03% | −55−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,588 | $205.3K | 0.04% | +4,588 | New |
| BancorpSouth Bank | 4,478 | $200.4K | 0.01% | +4,478 | New |
| Orion Capital Management LLC | 4,475 | $200.3K | 0.08% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,394 | $195.2K | 0.02% | −484−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,093 | $183.2K | 0.01% | −218−5.1% | Reduced |
| Walleye Trading LLC | 3,808 | $170.4K | 0.00% | −13,270−77.7% | Reduced |
| Ancora Advisors, LLC | 3,669 | $164.2K | 0.00% | +1,409+62.3% | Added |
| CIBC Private Wealth Group, LLC | 3,651 | $163.4K | 0.00% | +230+6.7% | Added |
| Allworth Financial LP | 3,574 | $159.9K | 0.00% | +572+19.1% | Added |
| Traub Capital Management LLC | 3,500 | $156.6K | 0.14% | +3,500 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $156.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,342 | $149.6K | 0.00% | −151−4.3% | Reduced |
| Covestor Ltd | 3,297 | $148.0K | 0.09% | +1,733+110.8% | Added |
| LRI Investments, LLC | 3,123 | $139.8K | 0.01% | −169−5.1% | Reduced |
| Ostrum Asset Management | 3,009 | $134.7K | 0.01% | −86−2.8% | Reduced |
| Raleigh Capital Management Inc. | 2,986 | $133.6K | 0.06% | −169−5.4% | Reduced |
| Raiffeisen Bank International AG | 3,090 | $133.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,968 | $132.8K | 0.00% | +362+13.9% | Added |
| Clearstead Advisors, LLC | 2,814 | $125.9K | 0.00% | −583−17.2% | Reduced |
| Global Retirement Partners, LLC | 2,696 | $120.6K | 0.00% | +2,696 | New |
| TD Private Client Wealth LLC | 2,410 | $107.8K | 0.00% | +6+0.2% | Added |
| Massmutual Trust Co FSB | 2,297 | $102.8K | 0.00% | +119+5.5% | Added |
| Armstrong Advisory Group, Inc | 2,138 | $95.7K | 0.01% | −289−11.9% | Reduced |
| GeoWealth Management, LLC | 2,019 | $90.4K | 0.00% | −61−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,000 | $89.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,920 | $85.9K | 0.01% | +37+2.0% | Added |
| First Financial Corp | 1,800 | $80.5K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,686 | $75.4K | 0.00% | −193−10.3% | Reduced |
| Gen-Wealth Partners Inc | 1,587 | $71.0K | 0.03% | −24−1.5% | Reduced |
| SBI Securities Co., Ltd. | 1,540 | $68.9K | 0.00% | +61+4.1% | Added |
| Cromwell Holdings LLC | 1,502 | $67.2K | 0.04% | +46+3.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,430 | $64.0K | 0.02% | +96+7.2% | Added |
| Private Trust Co NA | 1,428 | $63.9K | 0.01% | −1,787−55.6% | Reduced |
| CVA Family Office, LLC | 1,387 | $62.1K | 0.01% | −225−14.0% | Reduced |
| Sentry Investment Management LLC | 1,304 | $62.0K | 0.03% | +1,304 | New |
| Deseret Mutual Benefit Administrators | 1,334 | $59.7K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,331 | $59.6K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,288 | $57.6K | 0.00% | +1,288 | New |
| Lazard Asset Management LLC | 1,275 | $57.0K | 0.00% | −3,269−71.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,239 | $55.4K | 0.03% | +163+15.1% | Added |
| Manchester Capital Management LLC | 1,236 | $55.3K | 0.01% | +6+0.5% | Added |
| Onefund, LLC | 1,215 | $54.0K | 0.04% | +1,215 | New |
| Delta Asset Management LLC | 1,198 | $53.6K | 0.00% | −200−14.3% | Reduced |
| Legacy Wealth Managment, LLC | 1,167 | $52.2K | 0.03% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1,167 | $52.2K | 0.03% | +1,167 | New |
| Park Square Financial Group, LLC | 1,161 | $52.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,135 | $50.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,132 | $50.7K | 0.01% | −2,009−64.0% | Reduced |
| NBT Bank N A | 1,106 | $49.5K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 998 | $44.7K | 0.00% | +998 | New |
| Zions Bancorporation, National Association | 996 | $44.6K | 0.00% | −628−38.7% | Reduced |
| Kestra Investment Management, LLC | 958 | $42.7K | 0.00% | +925+2,803.0% | Added |
| Central Trust Co | 943 | $42.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 918 | $41.1K | 0.00% | −961−51.1% | Reduced |
| State of Wyoming | 869 | $38.9K | 0.00% | +869 | New |
| Harbour Investments, Inc. | 804 | $36.0K | 0.00% | −3,629−81.9% | Reduced |
| Brown Brothers Harriman & Co | 789 | $35.3K | 0.00% | −530−40.2% | Reduced |
| Contravisory Investment Management, Inc. | 772 | $34.5K | 0.01% | −18,984−96.1% | Reduced |
| Grove Bank & Trust | 752 | $33.7K | 0.00% | +74+10.9% | Added |
| Canton Hathaway, LLC | 730 | $33.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 736 | $32.9K | 0.00% | +55+8.1% | Added |
| REAP Financial Group, LLC | 736 | $32.9K | 0.01% | +309+72.4% | Added |
| GoalVest Advisory LLC | 680 | $30.4K | 0.01% | +676+16,900.0% | Added |
| Investors Research Corp | 645 | $28.9K | 0.01% | +500+344.8% | Added |
| Private Wealth Management Group, LLC | 644 | $28.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 641 | $28.7K | 0.00% | +410+177.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $28.2K | 0.01% | +630 | New |
| Hemington Wealth Management | 604 | $27.0K | 0.00% | −34−5.3% | Reduced |
| Valley National Advisers Inc | 608 | $27.0K | 0.00% | +3+0.5% | Added |
| Capital A Wealth Management, LLC | 814 | $27.0K | 0.31% | +794+3,970.0% | Added |
| CoreCap Advisors, LLC | 601 | $26.9K | 0.00% | −112−15.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 570 | $25.5K | 0.00% | +19+3.4% | Added |
| Bank of New Hampshire | 550 | $24.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 529 | $23.7K | 0.00% | +69+15.0% | Added |
| Vision Financial Markets LLC | 500 | $22.4K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 476 | $21.3K | 0.02% | +246+107.0% | Added |
| Sierra Ocean, LLC | 475 | $21.3K | 0.02% | −353−42.6% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $20.3K | 0.00% | +453 | New |
| Golden State Wealth Management, LLC | 436 | $19.5K | 0.00% | −21−4.6% | Reduced |
| West Oak Capital, LLC | 400 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 420 | $17.5K | 0.01% | −210−33.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 378 | $16.9K | 0.01% | 00.0% | Unchanged |
| Motco | 349 | $16.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 364 | $16.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 362 | $16.2K | 0.00% | −226−38.4% | Reduced |
| Beacon Capital Management, LLC | 354 | $15.8K | 0.00% | +2+0.6% | Added |
| South State Corp. | 350 | $15.7K | 0.00% | −64−15.5% | Reduced |
| BFSG, LLC | 350 | $15.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 340 | $15.2K | 0.01% | −6−1.7% | Reduced |
| Roxbury Financial LLC | 327 | $14.6K | 0.01% | +3+0.9% | Added |
| Farmers & Merchants Investments Inc | 320 | $14.3K | 0.00% | −5−1.5% | Reduced |
| McIlrath & Eck, LLC | 309 | $13.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $13.4K | 0.00% | −1,000−76.9% | Reduced |
| Spurstone Advisory Services, LLC | 300 | $13.4K | 0.20% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 300 | $13.4K | 0.01% | +50+20.0% | Added |