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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Icon Advisers Inc | 225 | $12.0K | 0.00% | +225 | New |
| Sunbelt Securities, Inc. | 227 | $12.1K | 0.00% | +227 | New |
| Cornerstone Planning Group LLC | 240 | $12.1K | 0.00% | +125+108.7% | Added |
| Quest 10 Wealth Builders, Inc. | 247 | $13.1K | 0.01% | +21+9.3% | Added |
| Retirement Wealth Solutions LLC | 251 | $13.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 269 | $14.3K | 0.00% | +269 | New |
| Frazier Financial Advisors, LLC | 270 | $14.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 271 | $14.4K | 0.00% | +271 | New |
| CBIZ Investment Advisory Services, LLC | 287 | $15.3K | 0.00% | −11−3.7% | Reduced |
| Bryn Mawr Trust Co | 297 | $15.8K | 0.00% | −4,461−93.8% | Reduced |
| Citizens National Bank Trust Department | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 302 | $16.1K | 0.00% | +146+93.6% | Added |
| McIlrath & Eck, LLC | 309 | $16.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 316 | $16.8K | 0.00% | −34−9.7% | Reduced |
| Farmers & Merchants Investments Inc | 320 | $17.0K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 330 | $17.6K | 0.02% | +3+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 342 | $18.4K | 0.00% | +86+33.6% | Added |
| BFSG, LLC | 350 | $18.6K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 350 | $18.6K | 0.00% | +350 | New |
| Quarry LP | 361 | $19.2K | 0.00% | +361 | New |
| Atlantic Trust, LLC | 362 | $19.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 364 | $19.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 370 | $19.7K | 0.02% | +30+8.8% | Added |
| Smallwood Wealth Investment Management, LLC | 378 | $20.1K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 420 | $22.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 425 | $22.6K | 0.00% | −7,337−94.5% | Reduced |
| Golden State Wealth Management, LLC | 436 | $23.2K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 500 | $26.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 525 | $27.9K | 0.00% | +525 | New |
| Bank of New Hampshire | 550 | $29.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 557 | $29.6K | 0.00% | −44−7.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 570 | $30.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 585 | $31.1K | 0.01% | +526+891.5% | Added |
| Valley National Advisers Inc | 608 | $32.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $33.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 646 | $34.0K | 0.00% | +42+7.0% | Added |
| Private Wealth Management Group, LLC | 644 | $34.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 659 | $35.0K | 0.02% | −2,638−80.0% | Reduced |
| Trust Co of Vermont | 671 | $35.7K | 0.00% | +30+4.7% | Added |
| GoalVest Advisory LLC | 680 | $36.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 689 | $36.6K | 0.00% | −47−6.4% | Reduced |
| Canton Hathaway, LLC | 730 | $39.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 744 | $39.6K | 0.01% | +452+154.8% | Added |
| Sentry Investment Management LLC | 781 | $41.0K | 0.03% | −523−40.1% | Reduced |
| REAP Financial Group, LLC | 843 | $44.8K | 0.01% | +107+14.5% | Added |
| Harbour Investments, Inc. | 869 | $46.2K | 0.00% | +65+8.1% | Added |
| State of Wyoming | 881 | $46.8K | 0.01% | +12+1.4% | Added |
| Central Trust Co | 912 | $48.5K | 0.00% | −31−3.3% | Reduced |
| Grove Bank & Trust | 924 | $49.1K | 0.01% | +172+22.9% | Added |
| SJS Investment Consulting Inc. | 954 | $50.7K | 0.01% | +928+3,569.2% | Added |
| Zions Bancorporation, National Association | 989 | $52.6K | 0.00% | −7−0.7% | Reduced |
| SBI Securities Co., Ltd. | 1,087 | $57.8K | 0.00% | −453−29.4% | Reduced |
| NBT Bank N A | 53 | $58.8K | 0.00% | −1,053−95.2% | Reduced |
| AlphaCore Capital LLC | 1,125 | $59.8K | 0.00% | +1,125 | New |
| Salem Investment Counselors Inc | 1,135 | $60.3K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,167 | $62.0K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,195 | $63.5K | 0.00% | +1,195 | New |
| Manchester Capital Management LLC | 1,196 | $63.6K | 0.01% | −40−3.2% | Reduced |
| Delta Asset Management LLC | 1,198 | $63.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,218 | $64.7K | 0.05% | +742+155.9% | Added |
| Deseret Mutual Benefit Administrators | 1,229 | $65.3K | 0.03% | −105−7.9% | Reduced |
| Onefund, LLC | 1,262 | $67.1K | 0.04% | +47+3.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,300 | $69.1K | 0.02% | −130−9.1% | Reduced |
| Motco | 1,349 | $71.7K | 0.01% | +1,000+286.5% | Added |
| CVA Family Office, LLC | 1,387 | $73.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,406 | $74.7K | 0.00% | −5,449−79.5% | Reduced |
| Rothschild Investment LLC | 1,436 | $76.3K | 0.00% | +907+171.5% | Added |
| Gen-Wealth Partners Inc | 1,442 | $76.7K | 0.03% | −145−9.1% | Reduced |
| Cromwell Holdings LLC | 1,502 | $79.8K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,516 | $80.6K | 0.01% | +88+6.2% | Added |
| Exchange Traded Concepts, LLC | 1,553 | $82.6K | 0.00% | −133−7.9% | Reduced |
| First Financial Corp | 1,800 | $95.7K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,933 | $102.8K | 0.01% | +13+0.7% | Added |
| Johnson Financial Group, Inc. | 1,984 | $105.5K | 0.00% | +1,984 | New |
| Corsicana & Co. | 2,000 | $106.3K | 0.06% | +2,000 | New |
| Cullen/Frost Bankers, Inc. | 2,040 | $108.5K | 0.00% | +40+2.0% | Added |
| Armstrong Advisory Group, Inc | 2,138 | $113.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,294 | $121.9K | 0.00% | −3−0.1% | Reduced |
| Ameriflex Group, Inc. | 2,316 | $123.1K | 0.05% | +2,132+1,158.7% | Added |
| TD Private Client Wealth LLC | 2,404 | $127.8K | 0.00% | −6−0.2% | Reduced |
| Ofi Invest Asset Management | 2,918 | $132.0K | 0.00% | +2,918 | New |
| LRI Investments, LLC | 2,645 | $140.6K | 0.01% | −478−15.3% | Reduced |
| Raleigh Capital Management Inc. | 2,738 | $145.6K | 0.06% | −248−8.3% | Reduced |
| Clearstead Advisors, LLC | 2,892 | $153.7K | 0.00% | +78+2.8% | Added |
| Brown Brothers Harriman & Co | 2,906 | $154.5K | 0.00% | +2,117+268.3% | Added |
| Ostrum Asset Management | 2,917 | $155.1K | 0.01% | −92−3.1% | Reduced |
| Huntington National Bank | 3,114 | $165.5K | 0.00% | +146+4.9% | Added |
| Raiffeisen Bank International AG | 3,090 | $165.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $170.1K | 0.01% | −300−8.6% | Reduced |
| Ancora Advisors, LLC | 3,209 | $170.6K | 0.00% | −460−12.5% | Reduced |
| Quent Capital, LLC | 3,210 | $170.6K | 0.01% | +3,210 | New |
| Global Retirement Partners, LLC | 3,597 | $191.2K | 0.00% | +901+33.4% | Added |
| Traphagen Investment Advisors LLC | 3,777 | $200.8K | 0.02% | +3,777 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,788 | $201.4K | 0.02% | +3,788 | New |
| Check Capital Management Inc | 3,800 | $202.0K | 0.01% | +3,800 | New |
| Legacy Advisors, LLC | 3,800 | $202.0K | 0.02% | +3,800 | New |
| FSC Wealth Advisors, LLC | 3,853 | $204.8K | 0.12% | +3,853 | New |
| Systematic Alpha Investments, LLC | 3,860 | $205.2K | 0.01% | +3,860 | New |
| Change Path, LLC | 3,868 | $205.6K | 0.01% | +3,868 | New |
| Triasima Portfolio Management inc. | 3,874 | $205.9K | 0.03% | +3,874 | New |