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Livermore
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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q3 2025

Institutional positions in Citizens Financial Group Inc as of Sep 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
862
+68 vs. Q2 2025
Shares held
403.1M
−3.77M (−0.9%) vs. Q2 2025
Total value
$21.4B
+$3.21B (+17.6%) vs. Q2 2025
New holders
143
305 more added
Sold out
75
290 more reduced

13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 862 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ3 2025: $21.4B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2025.

Institutions holding CFG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TD Waterhouse Canada Inc.1$530.00%−37,360−100.0%Reduced
Rakuten Securities, Inc.1$530.00%−73−98.6%Reduced
North Capital, Inc.1$530.00%+1New
Y.D. More Investments Ltd340$550.00%−65−16.0%Reduced
SOA Wealth Advisors, LLC.1$630.00%00.0%Unchanged
Seneschal Advisors, LLC8$4260.00%+8New
Activest Wealth Management9$4780.00%+6+200.0%Added
Quaker Wealth Management, LLC9$4790.00%00.0%Unchanged
Strengthening Families & Communities, LLC9$4820.00%+9New
Turning Point Benefit Group, Inc.10$5270.00%+10New
WestEnd Advisors, LLC10$5320.00%00.0%Unchanged
Winnow Wealth LLC10$5400.00%+10New
Redwood Park Advisors LLC12$6380.00%00.0%Unchanged
Wealth Watch Advisors, INC13$6910.00%+13New
American Capital Advisory, LLC15$7980.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC16$8320.00%+16New
Country Trust Bank16$8510.00%+16New
Cherry Tree Wealth Management, LLC18$9310.00%00.0%Unchanged
Coston, McIsaac & Partners31$1.00K0.00%+31New
HFM Investment Advisors, LLC20$1.06K0.00%00.0%Unchanged
Texas Capital Bancshares Inc24$1.28K0.00%+24New
Transamerica Financial Advisors, Inc.25$1.30K0.00%+20+400.0%Added
SWAN Capital LLC25$1.33K0.00%00.0%Unchanged
Kilter Group LLC25$1.33K0.00%00.0%Unchanged
Financial Consulate, Inc26$1.38K0.00%+26New
Rise Advisors, LLC27$1.44K0.00%+10+58.8%Added
Bay Harbor Wealth Management, LLC28$1.49K0.00%+6+27.3%Added
Main Street Group, LTD29$1.52K0.00%−3−9.4%Reduced
PFS Partners, LLC30$1.59K0.00%+30New
United Community Bank32$1.70K0.00%+32New
Bare Financial Services, Inc33$1.75K0.00%+22+200.0%Added
Avalon Trust Co34$1.81K0.00%+34New
Aspect Partners, LLC35$1.86K0.00%+35New
Rialto Wealth Management, LLC36$1.91K0.00%+5+16.1%Added
Stone House Investment Management, LLC36$1.91K0.00%+36New
Kayne Anderson Rudnick Investment Management LLC38$2.02K0.00%00.0%Unchanged
HM Payson & Co38$2.02K0.00%00.0%Unchanged
Hughes Financial Services, LLC40$2.09K0.00%00.0%Unchanged
Center for Financial Planning, Inc.43$2.29K0.00%00.0%Unchanged
Marquette Asset Management, LLC43$2.29K0.00%+43New
High Note Wealth, LLC44$2.34K0.00%00.0%Unchanged
Sachetta, LLC44$2.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$2.34K0.00%+10+29.4%Added
Raffa Wealth Management, LLC49$2.60K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$2.66K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC52$2.76K0.00%+8+18.2%Added
Steigerwald, Gordon & Koch Inc.52$2.76K0.00%+52New
Beaird Harris Wealth Management, LLC52$2.77K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC52$2.77K0.00%+35+205.9%Added
Rosenberg Matthew Hamilton53$2.82K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.56$2.93K0.00%00.0%Unchanged
ZRC Wealth Management, LLC56$2.98K0.00%+56New
TFC Financial Management61$3.24K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC69$3.65K0.01%00.0%Unchanged
Clark Wealth Partners65$3.80K0.00%+43+195.5%Added
Tortoise Investment Management, LLC72$3.83K0.00%+31+75.6%Added
Addison Advisors LLC74$3.93K0.00%−36−32.7%Reduced
Piscataqua Savings Bank75$3.99K0.00%00.0%Unchanged
Binnacle Investments Inc75$3.99K0.00%+46+158.6%Added
Highline Wealth Partners LLC85$4.53K0.00%00.0%Unchanged
Colonial Trust Co88$4.68K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.92$4.89K0.00%00.0%Unchanged
Howard Hughes Medical Institute93$4.94K0.00%−1−1.1%Reduced
Cloud Capital Management, LLC109$5.00K0.00%+109New
Fortitude Family Office, LLC97$5.16K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$5.32K0.00%00.0%Unchanged
Kerr Financial Planning Corp105$5.35K0.01%+105New
NVWM, LLC104$5.55K0.00%00.0%Unchanged
Bogart Wealth, LLC108$5.74K0.00%+12+12.5%Added
Jackson, Grant Investment Advisers, Inc.112$5.95K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC122$6.00K0.00%00.0%Unchanged
Avion Wealth113$6.00K0.00%00.0%Unchanged
Asset Dedication, LLC119$6.33K0.00%+49+70.0%Added
Newbridge Financial Services Group, Inc.121$6.43K0.00%−21−14.8%Reduced
Dunhill Financial, LLC122$6.48K0.00%+1+0.8%Added
JFS Wealth Advisors, LLC127$6.75K0.00%00.0%Unchanged
Princeton Global Asset Management LLC129$6.86K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC132$7.02K0.00%00.0%Unchanged
Financial Management Professionals, Inc.142$7.55K0.00%−7−4.7%Reduced
AdvisorNet Financial, Inc142$7.57K0.00%+39+37.9%Added
Prestige Wealth Management Group LLC144$7.66K0.00%00.0%Unchanged
Logan Capital Management Inc145$7.72K0.00%+1+0.7%Added
Ogorek Anthony Joseph163$8.00K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.159$8.45K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC164$8.72K0.00%00.0%Unchanged
S&T Bank166$8.82K0.00%+145+690.5%Added
Duncker Streett & Co Inc170$9.04K0.00%00.0%Unchanged
Creative Financial Designs Inc171$9.09K0.00%00.0%Unchanged
UMA Financial Services, Inc.172$9.14K0.00%+121+237.3%Added
Boreal Capital Management LLC173$9.20K0.01%00.0%Unchanged
Salomon & Ludwin, LLC194$10.4K0.00%+194New
Key Financial Inc201$10.6K0.00%+110+120.9%Added
Wealth Preservation Advisors, LLC200$10.6K0.01%−100−33.3%Reduced
North Star Investment Management Corp.200$10.6K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.201$10.7K0.01%00.0%Unchanged
Decker Retirement Planning Inc.205$10.9K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC209$11.1K0.00%00.0%Unchanged
Leonteq Securities AG216$11.5K0.00%−4,714−95.6%Reduced
Strategic Wealth Partners, Ltd.217$11.5K0.00%00.0%Unchanged
Barrett & Company, Inc.218$11.6K0.00%00.0%Unchanged