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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 9,842 | $523.2K | 0.01% | −979−9.0% | Reduced |
| MAI Capital Management | 9,555 | $508.0K | 0.00% | +3,992+71.8% | Added |
| Twinbeech Capital LP | 9,501 | $505.1K | 0.02% | +9,501 | New |
| Heartland Bank & Trust Co | 9,441 | $501.9K | 0.21% | +51+0.5% | Added |
| Cresset Asset Management, LLC | 9,278 | $493.2K | 0.00% | +609+7.0% | Added |
| Aptus Capital Advisors, LLC | 9,224 | $490.3K | 0.00% | −119−1.3% | Reduced |
| New Wave Wealth Advisors LLC | 9,192 | $488.6K | 0.19% | +9,192 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,178 | $487.9K | 0.02% | +90+1.0% | Added |
| Persistent Asset Partners Ltd | 9,092 | $483.3K | 0.35% | −4,990−35.4% | Reduced |
| 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 |
| Hennessy Advisors Inc | 9,000 | $478.4K | 0.02% | +1,000+12.5% | Added |
| Gladstone Institutional Advisory LLC | 8,980 | $477.4K | 0.02% | −1,138−11.2% | Reduced |
| Ballentine Partners, LLC | 8,971 | $476.9K | 0.01% | +158+1.8% | Added |
| Jefferies Financial Group Inc. | 8,880 | $472.1K | 0.00% | +8,880 | New |
| Evoke Wealth, LLC | 8,804 | $468.0K | 0.01% | +59+0.7% | Added |
| Ronald Blue Trust, Inc. | 8,738 | $464.5K | 0.01% | −1,655−15.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,730 | $464.1K | 0.02% | −9,106−51.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,536 | $458.0K | 0.02% | +1,350+18.8% | Added |
| Lynx Investment Advisory | 8,606 | $457.5K | 0.27% | −355−4.0% | Reduced |
| Mystic Asset Management, Inc. | 8,445 | $448.9K | 0.10% | +275+3.4% | Added |
| Connable Office Inc | 8,424 | $447.8K | 0.04% | −4,816−36.4% | Reduced |
| IFG Advisory, LLC | 8,375 | $445.2K | 0.02% | −1,175−12.3% | Reduced |
| Larson Financial Group LLC | 8,335 | $443.1K | 0.02% | +1,584+23.5% | Added |
| MUFG Securities EMEA plc | 8,256 | $438.9K | 0.01% | +6,968+541.0% | Added |
| Transcend Wealth Collective, LLC | 8,212 | $436.6K | 0.03% | +1,716+26.4% | Added |
| Pensionmark Financial Group, LLC | 8,195 | $435.6K | 0.01% | +1,746+27.1% | Added |
| AXA Investment Managers S.A. | 8,183 | $435.0K | 0.00% | +8,183 | New |
| Hamilton Capital Partners Inc. | 8,051 | $428.0K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,001 | $425.4K | 0.01% | +84+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,990 | $424.7K | 0.02% | −188−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,914 | $420.7K | 0.29% | −66−0.8% | Reduced |
| United Advisor Group, LLC | 7,892 | $419.5K | 0.06% | +7,892 | New |
| Kera Capital Partners, Inc. | 7,828 | $416.1K | 0.06% | +2,611+50.0% | Added |
| Profund Advisors LLC | 7,821 | $415.8K | 0.01% | +221+2.9% | Added |
| Meeder Asset Management Inc | 7,772 | $413.2K | 0.02% | −11,512−59.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,690 | $408.8K | 0.23% | −690−8.2% | Reduced |
| Tema ETFs LLC | 7,685 | $408.5K | 0.03% | +7,685 | New |
| Vestcor Inc | 7,673 | $408.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,669 | $407.7K | 0.00% | +1,102+16.8% | Added |
| Resources Investment Advisors, LLC. | 7,592 | $403.6K | 0.00% | −25−0.3% | Reduced |
| Summit Financial, LLC | 7,532 | $400.4K | 0.01% | +835+12.5% | Added |
| Pitcairn Co | 7,451 | $396.1K | 0.03% | −2,838−27.6% | Reduced |
| Brookstone Capital Management | 7,438 | $395.4K | 0.00% | −59−0.8% | Reduced |
| 44 Wealth Management LLC | 7,431 | $395.0K | 0.13% | +7,431 | New |
| Fort Washington Investment Advisors Inc | 7,376 | $392.1K | 0.00% | +508+7.4% | Added |
| Callan Family Office, LLC | 7,332 | $389.8K | 0.01% | −324−4.2% | Reduced |
| Gries Financial LLC | 7,331 | $389.7K | 0.06% | +243+3.4% | Added |
| Van Eck Associates Corp | 7,304 | $388.0K | 0.00% | +686+10.4% | Added |
| Continuum Advisory, LLC | 7,297 | $387.9K | 0.04% | −1,435−16.4% | Reduced |
| Skopos Labs, Inc. | 8,676 | $385.4K | 0.05% | −112−1.3% | Reduced |
| Smartleaf Asset Management LLC | 7,147 | $383.4K | 0.02% | +2,753+62.7% | Added |
| Virtus ETF Advisers LLC | 7,200 | $382.8K | 0.21% | +7,200 | New |
| Polymer Capital Management (US) LLC | 7,184 | $381.9K | 0.05% | −14−0.2% | Reduced |
| IFP Advisors, Inc | 7,168 | $381.1K | 0.01% | −264−3.6% | Reduced |
| MQS Management LLC | 7,072 | $375.9K | 0.22% | −2,612−27.0% | Reduced |
| Accurate Wealth Management, LLC | 7,168 | $371.2K | 0.05% | +1,001+16.2% | Added |
| Equitable Holdings, Inc. | 6,952 | $369.6K | 0.00% | +6,952 | New |
| SummitTX Capital, L.P. | 6,913 | $367.5K | 0.02% | −6,233−47.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,900 | $366.8K | 0.06% | +6,900 | New |
| International Private Wealth Advisors LLC | 6,804 | $361.7K | 0.23% | −1,218−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,784 | $360.7K | 0.01% | +219+3.3% | Added |
| One Wealth Advisors, LLC | 6,627 | $352.3K | 0.04% | +6,627 | New |
| CX Institutional | 6,613 | $352.0K | 0.01% | −29−0.4% | Reduced |
| KC Investment Advisors, LLC | 6,642 | $346.6K | 0.09% | +51+0.8% | Added |
| Whittier Trust Co | 6,428 | $346.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,465 | $343.7K | 0.01% | +6,465 | New |
| Ferguson Wellman Capital Management, Inc | 6,449 | $342.8K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,430 | $341.8K | 0.04% | +144+2.3% | Added |
| Klingenstein Fields & Co LP | 6,402 | $340.3K | 0.01% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 6,307 | $335.3K | 0.14% | +6,307 | New |
| Pointe Capital Management LLC | 6,288 | $334.3K | 0.16% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,214 | $330.3K | 0.03% | +40+0.6% | Added |
| Moors & Cabot, Inc. | 6,211 | $330.2K | 0.01% | −494−7.4% | Reduced |
| Abn Amro Investment Solutions | 6,167 | $327.8K | 0.01% | −1,120−15.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,163 | $327.6K | 0.02% | −221−3.5% | Reduced |
| Requisite Capital Management, LLC | 6,140 | $326.4K | 0.05% | +6,140 | New |
| Lincoln Capital Corp | 6,128 | $325.7K | 0.12% | +53+0.9% | Added |
| Sagespring Wealth Partners, LLC | 6,096 | $324.1K | 0.01% | +6,096 | New |
| Custom Index Systems, LLC | 6,064 | $322.4K | 0.10% | −3,328−35.4% | Reduced |
| Crumly & Associates Inc. | 6,039 | $321.0K | 0.07% | +10+0.2% | Added |
| Baker Avenue Asset Management, LP | 6,013 | $319.7K | 0.01% | +6,013 | New |
| Sym Financial Corp | 5,950 | $316.3K | 0.03% | −2,729−31.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,936 | $315.6K | 0.01% | −998−14.4% | Reduced |
| Siemens Fonds Invest GmbH | 5,932 | $315.3K | 0.02% | −92−1.5% | Reduced |
| Hall Capital Management Co Inc | 5,930 | $315.2K | 0.12% | −127−2.1% | Reduced |
| HBK Sorce Advisory LLC | 6,079 | $314.3K | 0.01% | +10+0.2% | Added |
| Parallel Advisors, LLC | 5,906 | $314.0K | 0.01% | +317+5.7% | Added |
| Boston Private Wealth LLC | 5,889 | $313.1K | 0.02% | −197−3.2% | Reduced |
| Signaturefd, LLC | 5,857 | $311.4K | 0.00% | +37+0.6% | Added |
| BXM Wealth LLC | 5,845 | $310.7K | 0.29% | +5,845 | New |
| Ellevest, Inc. | 5,807 | $308.7K | 0.04% | +5,807 | New |
| Savvy Advisors, Inc. | 5,615 | $298.5K | 0.01% | +5,615 | New |
| Umb Bank N A | 5,605 | $298.0K | 0.00% | +83+1.5% | Added |
| Panagora Asset Management Inc | 5,481 | $291.4K | 0.00% | −93−1.7% | Reduced |
| waypoint wealth counsel | 5,444 | $289.4K | 0.11% | +298+5.8% | Added |
| Arkadios Wealth Advisors | 5,438 | $289.1K | 0.01% | +5,438 | New |
| Harvest Fund Management Co., Ltd | 5,421 | $288.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,403 | $287.2K | 0.01% | +322+6.3% | Added |
| CIBC Private Wealth Group, LLC | 5,374 | $285.7K | 0.00% | +1,723+47.2% | Added |