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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 3,910 | $207.9K | 0.05% | +3,910 | New |
| Armis Advisers, LLC | 4,078 | $208.0K | 0.02% | −1,458−26.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,932 | $209.0K | 0.01% | −161−3.9% | Reduced |
| HighPoint Advisor Group LLC | 3,934 | $209.1K | 0.01% | +3,934 | New |
| Excalibur Management Corp | 4,065 | $216.1K | 0.08% | +4,065 | New |
| First Citizens Bank & Trust Co | 4,106 | $218.3K | 0.00% | +4,106 | New |
| Blalock Williams, LLC | 4,142 | $220.2K | 0.19% | +4,142 | New |
| Capstone Investment Advisors, LLC | 4,177 | $222.0K | 0.00% | +4,177 | New |
| TFB Advisors LLC | 4,290 | $222.2K | 0.06% | −1,789−29.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,237 | $225.2K | 0.01% | +4,237 | New |
| CRA Financial Services, LLC | 4,282 | $227.6K | 0.03% | +4,282 | New |
| Norden Group LLC | 4,286 | $227.9K | 0.02% | +4,286 | New |
| Richardson Financial Services Inc. | 4,298 | $228.5K | 0.14% | −220−4.9% | Reduced |
| Tocqueville Asset Management L.P. | 4,303 | $228.7K | 0.00% | +4,303 | New |
| Axxcess Wealth Management, LLC | 4,326 | $230.0K | 0.00% | +4,326 | New |
| Cigna Investments Inc | 4,347 | $231.0K | 0.03% | +4,347 | New |
| LCNB Corp | 4,440 | $236.0K | 0.08% | +4,440 | New |
| BancorpSouth Bank | 4,458 | $237.0K | 0.01% | −20−0.4% | Reduced |
| Venturi Wealth Management, LLC | 4,474 | $237.8K | 0.01% | +4,474 | New |
| Orion Capital Management LLC | 4,475 | $237.9K | 0.08% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,483 | $238.3K | 0.05% | +4,483 | New |
| Sapient Capital LLC | 4,505 | $241.7K | 0.00% | −673−13.0% | Reduced |
| Waddell & Associates, LLC | 4,549 | $241.8K | 0.02% | +4,549 | New |
| Full Sail Capital, LLC | 4,559 | $242.4K | 0.01% | +4,559 | New |
| Sage Mountain Advisors LLC | 4,569 | $242.9K | 0.01% | +4,569 | New |
| Personal Cfo Solutions, LLC | 4,600 | $244.5K | 0.04% | +12+0.3% | Added |
| Integrated Quantitative Investments LLC | 4,600 | $244.5K | 0.07% | −3,900−45.9% | Reduced |
| Essex Financial Services, Inc. | 4,617 | $245.4K | 0.01% | +4,617 | New |
| Ipswich Investment Management Co., Inc. | 4,624 | $245.8K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,630 | $246.1K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,697 | $249.7K | 0.00% | +4,697 | New |
| Beacon Pointe Advisors, LLC | 4,700 | $249.9K | 0.00% | +4,700 | New |
| Boyar Asset Management Inc. | 4,763 | $253.2K | 0.16% | −398−7.7% | Reduced |
| Hoxton Planning & Management, LLC | 4,792 | $254.7K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,806 | $255.5K | 0.11% | +3,567+287.9% | Added |
| Versant Capital Management, Inc | 4,821 | $256.3K | 0.03% | +224+4.9% | Added |
| Rossby Financial, LCC | 4,875 | $257.1K | 0.09% | −133−2.7% | Reduced |
| Prospera Financial Services Inc | 4,851 | $257.9K | 0.00% | +4,851 | New |
| Drucker Wealth 3.0, LLC | 4,873 | $259.1K | 0.05% | +125+2.6% | Added |
| Vontobel Holding Ltd. | 4,883 | $259.6K | 0.00% | −145−2.9% | Reduced |
| VisionPoint Advisory Group, LLC | 4,899 | $260.4K | 0.05% | −207−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 4,911 | $261.1K | 0.00% | −308−5.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,929 | $262.0K | 0.01% | +102+2.1% | Added |
| Camden Capital, LLC | 4,987 | $265.1K | 0.02% | +4,987 | New |
| PDS Planning, Inc | 4,996 | $265.6K | 0.02% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 5,040 | $267.9K | 0.23% | −545−9.8% | Reduced |
| Signal Advisors Wealth, LLC | 5,055 | $268.7K | 0.02% | −2,559−33.6% | Reduced |
| D.A. Davidson & Co. | 5,080 | $270.1K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,083 | $270.2K | 0.01% | +5,083 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 5,136 | $273.0K | 0.00% | −633−11.0% | Reduced |
| Trust Asset Management LLC | 5,138 | $273.1K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 5,151 | $273.8K | 0.05% | −273−5.0% | Reduced |
| Sowell Financial Services LLC | 5,174 | $275.0K | 0.01% | −140−2.6% | Reduced |
| Great Lakes Advisors, LLC | 5,205 | $276.7K | 0.00% | +159+3.2% | Added |
| Warren Averett Asset Management, LLC | 5,261 | $279.7K | 0.00% | +5,261 | New |
| Versor Investments LP | 5,300 | $281.7K | 0.05% | +5,300 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,301 | $281.8K | 0.00% | −7,452−58.4% | Reduced |
| Ritholtz Wealth Management | 5,305 | $282.0K | 0.01% | +5,305 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $283.0K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 5,352 | $284.5K | 0.46% | +5,352 | New |
| Atomi Financial Group, Inc. | 5,357 | $284.8K | 0.01% | +5,357 | New |
| Woodward Diversified Capital, LLC | 5,373 | $285.6K | 0.13% | +59+1.1% | Added |
| CIBC Private Wealth Group, LLC | 5,374 | $285.7K | 0.00% | +1,723+47.2% | Added |
| Wetherby Asset Management Inc | 5,403 | $287.2K | 0.01% | +322+6.3% | Added |
| Harvest Fund Management Co., Ltd | 5,421 | $288.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,438 | $289.1K | 0.01% | +5,438 | New |
| waypoint wealth counsel | 5,444 | $289.4K | 0.11% | +298+5.8% | Added |
| Panagora Asset Management Inc | 5,481 | $291.4K | 0.00% | −93−1.7% | Reduced |
| Umb Bank N A | 5,605 | $298.0K | 0.00% | +83+1.5% | Added |
| Savvy Advisors, Inc. | 5,615 | $298.5K | 0.01% | +5,615 | New |
| Ellevest, Inc. | 5,807 | $308.7K | 0.04% | +5,807 | New |
| BXM Wealth LLC | 5,845 | $310.7K | 0.29% | +5,845 | New |
| Signaturefd, LLC | 5,857 | $311.4K | 0.00% | +37+0.6% | Added |
| Boston Private Wealth LLC | 5,889 | $313.1K | 0.02% | −197−3.2% | Reduced |
| Parallel Advisors, LLC | 5,906 | $314.0K | 0.01% | +317+5.7% | Added |
| HBK Sorce Advisory LLC | 6,079 | $314.3K | 0.01% | +10+0.2% | Added |
| Hall Capital Management Co Inc | 5,930 | $315.2K | 0.12% | −127−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 5,932 | $315.3K | 0.02% | −92−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,936 | $315.6K | 0.01% | −998−14.4% | Reduced |
| Sym Financial Corp | 5,950 | $316.3K | 0.03% | −2,729−31.4% | Reduced |
| Baker Avenue Asset Management, LP | 6,013 | $319.7K | 0.01% | +6,013 | New |
| Crumly & Associates Inc. | 6,039 | $321.0K | 0.07% | +10+0.2% | Added |
| Custom Index Systems, LLC | 6,064 | $322.4K | 0.10% | −3,328−35.4% | Reduced |
| Sagespring Wealth Partners, LLC | 6,096 | $324.1K | 0.01% | +6,096 | New |
| Lincoln Capital Corp | 6,128 | $325.7K | 0.12% | +53+0.9% | Added |
| Requisite Capital Management, LLC | 6,140 | $326.4K | 0.05% | +6,140 | New |
| Kingswood Wealth Advisors, LLC | 6,163 | $327.6K | 0.02% | −221−3.5% | Reduced |
| Abn Amro Investment Solutions | 6,167 | $327.8K | 0.01% | −1,120−15.4% | Reduced |
| Moors & Cabot, Inc. | 6,211 | $330.2K | 0.01% | −494−7.4% | Reduced |
| Fidelis Capital Partners, LLC | 6,214 | $330.3K | 0.03% | +40+0.6% | Added |
| Pointe Capital Management LLC | 6,288 | $334.3K | 0.16% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 6,307 | $335.3K | 0.14% | +6,307 | New |
| Klingenstein Fields & Co LP | 6,402 | $340.3K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,430 | $341.8K | 0.04% | +144+2.3% | Added |
| Ferguson Wellman Capital Management, Inc | 6,449 | $342.8K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,465 | $343.7K | 0.01% | +6,465 | New |
| Whittier Trust Co | 6,428 | $346.0K | 0.00% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,642 | $346.6K | 0.09% | +51+0.8% | Added |
| CX Institutional | 6,613 | $352.0K | 0.01% | −29−0.4% | Reduced |
| One Wealth Advisors, LLC | 6,627 | $352.3K | 0.04% | +6,627 | New |