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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 6,784 | $360.7K | 0.01% | +219+3.3% | Added |
| International Private Wealth Advisors LLC | 6,804 | $361.7K | 0.23% | −1,218−15.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,900 | $366.8K | 0.06% | +6,900 | New |
| SummitTX Capital, L.P. | 6,913 | $367.5K | 0.02% | −6,233−47.4% | Reduced |
| Equitable Holdings, Inc. | 6,952 | $369.6K | 0.00% | +6,952 | New |
| Accurate Wealth Management, LLC | 7,168 | $371.2K | 0.05% | +1,001+16.2% | Added |
| MQS Management LLC | 7,072 | $375.9K | 0.22% | −2,612−27.0% | Reduced |
| IFP Advisors, Inc | 7,168 | $381.1K | 0.01% | −264−3.6% | Reduced |
| Polymer Capital Management (US) LLC | 7,184 | $381.9K | 0.05% | −14−0.2% | Reduced |
| Virtus ETF Advisers LLC | 7,200 | $382.8K | 0.21% | +7,200 | New |
| Smartleaf Asset Management LLC | 7,147 | $383.4K | 0.02% | +2,753+62.7% | Added |
| Skopos Labs, Inc. | 8,676 | $385.4K | 0.05% | −112−1.3% | Reduced |
| Continuum Advisory, LLC | 7,297 | $387.9K | 0.04% | −1,435−16.4% | Reduced |
| Van Eck Associates Corp | 7,304 | $388.0K | 0.00% | +686+10.4% | Added |
| Gries Financial LLC | 7,331 | $389.7K | 0.06% | +243+3.4% | Added |
| Callan Family Office, LLC | 7,332 | $389.8K | 0.01% | −324−4.2% | Reduced |
| Fort Washington Investment Advisors Inc | 7,376 | $392.1K | 0.00% | +508+7.4% | Added |
| 44 Wealth Management LLC | 7,431 | $395.0K | 0.13% | +7,431 | New |
| Brookstone Capital Management | 7,438 | $395.4K | 0.00% | −59−0.8% | Reduced |
| Pitcairn Co | 7,451 | $396.1K | 0.03% | −2,838−27.6% | Reduced |
| Summit Financial, LLC | 7,532 | $400.4K | 0.01% | +835+12.5% | Added |
| Resources Investment Advisors, LLC. | 7,592 | $403.6K | 0.00% | −25−0.3% | Reduced |
| Mather Group, LLC. | 7,669 | $407.7K | 0.00% | +1,102+16.8% | Added |
| Vestcor Inc | 7,673 | $408.0K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 7,685 | $408.5K | 0.03% | +7,685 | New |
| Asahi Life Asset Management Co., Ltd. | 7,690 | $408.8K | 0.23% | −690−8.2% | Reduced |
| Meeder Asset Management Inc | 7,772 | $413.2K | 0.02% | −11,512−59.7% | Reduced |
| Profund Advisors LLC | 7,821 | $415.8K | 0.01% | +221+2.9% | Added |
| Kera Capital Partners, Inc. | 7,828 | $416.1K | 0.06% | +2,611+50.0% | Added |
| United Advisor Group, LLC | 7,892 | $419.5K | 0.06% | +7,892 | New |
| 1620 Investment Advisors, Inc. | 7,914 | $420.7K | 0.29% | −66−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,990 | $424.7K | 0.02% | −188−2.3% | Reduced |
| Advisors Capital Management, LLC | 8,001 | $425.4K | 0.01% | +84+1.1% | Added |
| Hamilton Capital Partners Inc. | 8,051 | $428.0K | 0.02% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 8,183 | $435.0K | 0.00% | +8,183 | New |
| Pensionmark Financial Group, LLC | 8,195 | $435.6K | 0.01% | +1,746+27.1% | Added |
| Transcend Wealth Collective, LLC | 8,212 | $436.6K | 0.03% | +1,716+26.4% | Added |
| MUFG Securities EMEA plc | 8,256 | $438.9K | 0.01% | +6,968+541.0% | Added |
| Larson Financial Group LLC | 8,335 | $443.1K | 0.02% | +1,584+23.5% | Added |
| IFG Advisory, LLC | 8,375 | $445.2K | 0.02% | −1,175−12.3% | Reduced |
| Connable Office Inc | 8,424 | $447.8K | 0.04% | −4,816−36.4% | Reduced |
| Mystic Asset Management, Inc. | 8,445 | $448.9K | 0.10% | +275+3.4% | Added |
| Lynx Investment Advisory | 8,606 | $457.5K | 0.27% | −355−4.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,536 | $458.0K | 0.02% | +1,350+18.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,730 | $464.1K | 0.02% | −9,106−51.1% | Reduced |
| Ronald Blue Trust, Inc. | 8,738 | $464.5K | 0.01% | −1,655−15.9% | Reduced |
| Evoke Wealth, LLC | 8,804 | $468.0K | 0.01% | +59+0.7% | Added |
| Jefferies Financial Group Inc. | 8,880 | $472.1K | 0.00% | +8,880 | New |
| Ballentine Partners, LLC | 8,971 | $476.9K | 0.01% | +158+1.8% | Added |
| Gladstone Institutional Advisory LLC | 8,980 | $477.4K | 0.02% | −1,138−11.2% | Reduced |
| Hennessy Advisors Inc | 9,000 | $478.4K | 0.02% | +1,000+12.5% | Added |
| Belpointe Asset Management LLC | 9,058 | $481.6K | 0.02% | +9,058 | New |
| Fortis Capital Advisors, LLC | 9,058 | $481.6K | 0.08% | +9,058 | New |
| Persistent Asset Partners Ltd | 9,092 | $483.3K | 0.35% | −4,990−35.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,178 | $487.9K | 0.02% | +90+1.0% | Added |
| New Wave Wealth Advisors LLC | 9,192 | $488.6K | 0.19% | +9,192 | New |
| Aptus Capital Advisors, LLC | 9,224 | $490.3K | 0.00% | −119−1.3% | Reduced |
| Cresset Asset Management, LLC | 9,278 | $493.2K | 0.00% | +609+7.0% | Added |
| Heartland Bank & Trust Co | 9,441 | $501.9K | 0.21% | +51+0.5% | Added |
| Twinbeech Capital LP | 9,501 | $505.1K | 0.02% | +9,501 | New |
| MAI Capital Management | 9,555 | $508.0K | 0.00% | +3,992+71.8% | Added |
| Kestra Private Wealth Services, LLC | 9,842 | $523.2K | 0.01% | −979−9.0% | Reduced |
| LifeWealth Investments, LLC | 9,857 | $524.0K | 0.08% | −442−4.3% | Reduced |
| Evergreen Capital Management LLC | 9,990 | $531.1K | 0.01% | −1,037−9.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $531.6K | 0.14% | 00.0% | Unchanged |
| Allworth Financial LP | 10,240 | $544.4K | 0.00% | +6,666+186.5% | Added |
| Cobblestone Capital Advisors LLC | 10,330 | $549.1K | 0.03% | −57−0.5% | Reduced |
| Advisory Services Network, LLC | 10,443 | $555.1K | 0.01% | +733+7.5% | Added |
| NorthRock Partners, LLC | 10,727 | $570.2K | 0.01% | +3,819+55.3% | Added |
| Inscription Capital, LLC | 10,727 | $570.2K | 0.06% | +10,727 | New |
| Compass Wealth Management LLC | 10,750 | $571.5K | 0.13% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,852 | $576.9K | 0.00% | −718−6.2% | Reduced |
| Qsemble Capital Management, LP | 10,891 | $579.0K | 0.06% | +10,891 | New |
| Principal Securities, Inc. | 10,912 | $580.1K | 0.01% | +5,124+88.5% | Added |
| Nomura Holdings Inc | 11,070 | $588.5K | 0.00% | +11,070 | New |
| Commerce Bank | 11,087 | $589.4K | 0.00% | −505−4.4% | Reduced |
| Diversified Trust Co | 11,112 | $590.7K | 0.01% | +152+1.4% | Added |
| J. Safra Sarasin Holding AG | 11,154 | $592.9K | 0.01% | −3,014−21.3% | Reduced |
| Prudential PLC | 11,216 | $596.2K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,447 | $608.5K | 0.04% | −499−4.2% | Reduced |
| Squarepoint Ops LLC | 11,505 | $611.6K | 0.00% | −355−3.0% | Reduced |
| BTG Pactual Asset Management US LLC | 11,603 | $616.8K | 0.07% | +11,603 | New |
| Envestnet Portfolio Solutions, Inc. | 11,617 | $617.6K | 0.00% | +1,248+12.0% | Added |
| Pinnacle Holdings, LLC | 11,657 | $619.7K | 0.22% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,726 | $623.4K | 0.00% | −3,623−23.6% | Reduced |
| Empowered Funds, LLC | 11,738 | $624.0K | 0.01% | +443+3.9% | Added |
| Gotham Asset Management, LLC | 11,923 | $633.8K | 0.00% | −1,211−9.2% | Reduced |
| Sivia Capital Partners, LLC | 12,016 | $638.8K | 0.18% | +2,202+22.4% | Added |
| Howard Capital Management Inc. | 12,136 | $645.2K | 0.01% | +378+3.2% | Added |
| MUFG Securities Americas Inc. | 12,591 | $669.3K | 0.04% | +2,194+21.1% | Added |
| Catalytic Wealth RIA, LLC | 12,668 | $673.4K | 0.02% | +12,668 | New |
| Wedmont Private Capital | 12,735 | $676.6K | 0.03% | +568+4.7% | Added |
| SageView Advisory Group, LLC | 12,739 | $677.2K | 0.02% | −24−0.2% | Reduced |
| Centennial Wealth Advisory LLC | 12,782 | $679.5K | 0.19% | +333+2.7% | Added |
| Everence Capital Management Inc | 12,820 | $682.0K | 0.04% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,056 | $694.1K | 0.00% | −2,299−15.0% | Reduced |
| V-Square Quantitative Management LLC | 13,302 | $707.1K | 0.12% | +287+2.2% | Added |
| Lido Advisors, LLC | 13,362 | $710.4K | 0.00% | +2,621+24.4% | Added |
| Farther Finance Advisors, LLC | 13,487 | $717.0K | 0.01% | +3,801+39.2% | Added |
| Archer Investment Corp | 13,500 | $717.7K | 0.16% | 00.0% | Unchanged |