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
- 861
- +67 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
- 142
- 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 |
|---|---|---|---|---|---|
| ING Groep NV | 20,435 | $1.09M | 0.01% | −773−3.6% | Reduced |
| Romano Brothers and Company | 20,467 | $1.09M | 0.12% | +1,813+9.7% | Added |
| Investment Management Corp of Ontario | 20,330 | $1.08M | 0.02% | +9,627+89.9% | Added |
| Syon Capital LLC | 19,771 | $1.05M | 0.06% | +8,787+80.0% | Added |
| Fort Sheridan Advisors LLC | 19,646 | $1.04M | 0.14% | +114+0.6% | Added |
| Pinnacle Associates Ltd | 19,625 | $1.04M | 0.01% | −110−0.6% | Reduced |
| New Mexico Educational Retirement Board | 19,600 | $1.04M | 0.03% | −1,000−4.9% | Reduced |
| Clear Harbor Asset Management, LLC | 19,519 | $1.04M | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,514 | $1.04M | 0.02% | +2,788+16.7% | Added |
| Jones Financial Companies LLLP | 19,421 | $1.04M | 0.00% | +3,542+22.3% | Added |
| Newman Dignan & Sheerar, Inc. | 19,485 | $1.04M | 0.22% | −240−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 19,483 | $1.04M | 0.01% | +114+0.6% | Added |
| Independent Financial Group, LLC | 18,474 | $982.1K | 0.02% | −4,805−20.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,169 | $965.8K | 0.01% | +6,904+61.3% | Added |
| Quadrant Capital Group LLC | 18,168 | $965.8K | 0.03% | +129+0.7% | Added |
| Aaron Wealth Advisors | 17,927 | $953.0K | 0.06% | +13,270+284.9% | Added |
| Penserra Capital Management LLC | 17,885 | $949.0K | 0.01% | +10,056+128.4% | Added |
| Brighton Jones LLC | 17,663 | $939.0K | 0.02% | +3,771+27.1% | Added |
| Vise Technologies, Inc. | 17,649 | $938.2K | 0.03% | +504+2.9% | Added |
| Vident Advisory, LLC | 17,518 | $931.3K | 0.01% | −28,086−61.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,480 | $929.2K | 0.00% | +17,480 | New |
| Elevated Capital Advisors, LLC | 17,464 | $928.4K | 0.23% | −2,555−12.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $925.9K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,400 | $925.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17,159 | $912.2K | 0.05% | +2,182+14.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,077 | $907.8K | 0.00% | −223−1.3% | Reduced |
| Landscape Capital Management, L.L.C. | 16,864 | $896.5K | 0.06% | −7,895−31.9% | Reduced |
| Bessemer Group Inc | 16,779 | $891.0K | 0.00% | +3,346+24.9% | Added |
| WealthTrust Asset Management, LLC | 16,752 | $890.5K | 0.62% | +16,752 | New |
| Empirical Finance, LLC | 16,639 | $884.5K | 0.04% | +141+0.9% | Added |
| Omers Administration Corp | 16,564 | $880.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,327 | $868.0K | 0.00% | −588,507−97.3% | Reduced |
| Carl P. Sherr & Co., LLC | 15,925 | $846.6K | 0.40% | +90+0.6% | Added |
| Allstate Corp | 15,807 | $840.3K | 0.02% | +15,807 | New |
| Bleakley Financial Group, LLC | 15,777 | $838.7K | 0.02% | +2,506+18.9% | Added |
| Blair William & Co | 15,749 | $837.2K | 0.00% | +338+2.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 15,702 | $834.7K | 0.00% | −320−2.0% | Reduced |
| Buckingham Strategic Partners | 15,826 | $831.5K | 0.01% | +5,130+48.0% | Added |
| Brown Advisory Inc | 15,629 | $830.8K | 0.00% | +10,553+207.9% | Added |
| Storebrand Asset Management AS | 15,533 | $825.7K | 0.00% | −8,000−34.0% | Reduced |
| Simplicity Wealth,LLC | 15,485 | $823.2K | 0.05% | +15,485 | New |
| Tokio Marine Asset Management Co Ltd | 15,368 | $817.0K | 0.03% | +514+3.5% | Added |
| Bluesphere Advisors, LLC | 15,180 | $807.0K | 0.37% | +34+0.2% | Added |
| Benjamin Edwards Inc | 15,106 | $803.1K | 0.01% | +15,106 | New |
| Altfest L J & Co Inc | 15,095 | $802.5K | 0.09% | +128+0.9% | Added |
| De Lisle Partners LLP | 14,863 | $790.2K | 0.10% | 00.0% | Unchanged |
| Center For Asset Management LLC | 14,830 | $788.4K | 0.42% | +14,830 | New |
| FORA Capital, LLC | 14,733 | $783.2K | 0.14% | +14,733 | New |
| Pekin Hardy Strauss, Inc. | 14,721 | $782.6K | 0.08% | +355+2.5% | Added |
| Metis Global Partners, LLC | 14,623 | $777.4K | 0.02% | −1,037−6.6% | Reduced |
| Legacy Capital Group California, Inc. | 14,516 | $771.7K | 0.20% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,497 | $771.0K | 0.03% | +1,392+10.6% | Added |
| Everhart Financial Group, Inc. | 14,483 | $769.9K | 0.08% | +4,535+45.6% | Added |
| Forum Financial Management, LP | 14,450 | $768.2K | 0.01% | +1,300+9.9% | Added |
| Pallas Capital Advisors LLC | 14,265 | $758.3K | 0.03% | +77+0.5% | Added |
| Greenleaf Trust | 14,178 | $753.7K | 0.01% | −27−0.2% | Reduced |
| Csenge Advisory Group | 14,176 | $753.6K | 0.04% | −4,654−24.7% | Reduced |
| M&T Bank Corp | 14,147 | $752.4K | 0.00% | −5,469−27.9% | Reduced |
| Kestra Advisory Services, LLC | 13,979 | $743.1K | 0.00% | −447−3.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,748 | $730.8K | 0.01% | −86−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 14,167 | $727.2K | 0.02% | +4,814+51.5% | Added |
| GWM Advisors LLC | 13,520 | $718.7K | 0.00% | +1,973+17.1% | Added |
| Archer Investment Corp | 13,500 | $717.7K | 0.16% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,487 | $717.0K | 0.01% | +3,801+39.2% | Added |
| Lido Advisors, LLC | 13,362 | $710.4K | 0.00% | +2,621+24.4% | Added |
| V-Square Quantitative Management LLC | 13,302 | $707.1K | 0.12% | +287+2.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,056 | $694.1K | 0.00% | −2,299−15.0% | Reduced |
| Everence Capital Management Inc | 12,820 | $682.0K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 12,782 | $679.5K | 0.19% | +333+2.7% | Added |
| SageView Advisory Group, LLC | 12,739 | $677.2K | 0.02% | −24−0.2% | Reduced |
| Wedmont Private Capital | 12,735 | $676.6K | 0.03% | +568+4.7% | Added |
| Catalytic Wealth RIA, LLC | 12,668 | $673.4K | 0.02% | +12,668 | New |
| MUFG Securities Americas Inc. | 12,591 | $669.3K | 0.04% | +2,194+21.1% | Added |
| Howard Capital Management Inc. | 12,136 | $645.2K | 0.01% | +378+3.2% | Added |
| Sivia Capital Partners, LLC | 12,016 | $638.8K | 0.18% | +2,202+22.4% | Added |
| Gotham Asset Management, LLC | 11,923 | $633.8K | 0.00% | −1,211−9.2% | Reduced |
| Empowered Funds, LLC | 11,738 | $624.0K | 0.01% | +443+3.9% | Added |
| Savant Capital, LLC | 11,726 | $623.4K | 0.00% | −3,623−23.6% | Reduced |
| Pinnacle Holdings, LLC | 11,657 | $619.7K | 0.22% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 11,617 | $617.6K | 0.00% | +1,248+12.0% | Added |
| BTG Pactual Asset Management US LLC | 11,603 | $616.8K | 0.07% | +11,603 | New |
| Squarepoint Ops LLC | 11,505 | $611.6K | 0.00% | −355−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,447 | $608.5K | 0.04% | −499−4.2% | Reduced |
| Prudential PLC | 11,216 | $596.2K | 0.00% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 11,154 | $592.9K | 0.01% | −3,014−21.3% | Reduced |
| Diversified Trust Co | 11,112 | $590.7K | 0.01% | +152+1.4% | Added |
| Commerce Bank | 11,087 | $589.4K | 0.00% | −505−4.4% | Reduced |
| Nomura Holdings Inc | 11,070 | $588.5K | 0.00% | +11,070 | New |
| Principal Securities, Inc. | 10,912 | $580.1K | 0.01% | +5,124+88.5% | Added |
| Qsemble Capital Management, LP | 10,891 | $579.0K | 0.06% | +10,891 | New |
| Wealthspire Advisors, LLC | 10,852 | $576.9K | 0.00% | −718−6.2% | Reduced |
| Compass Wealth Management LLC | 10,750 | $571.5K | 0.13% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 10,443 | $555.1K | 0.01% | +733+7.5% | Added |
| Cobblestone Capital Advisors LLC | 10,330 | $549.1K | 0.03% | −57−0.5% | Reduced |
| Allworth Financial LP | 10,240 | $544.4K | 0.00% | +6,666+186.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $531.6K | 0.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,990 | $531.1K | 0.01% | −1,037−9.4% | Reduced |
| LifeWealth Investments, LLC | 9,857 | $524.0K | 0.08% | −442−4.3% | Reduced |