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 | 861 | $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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 5,373 | $285.6K | 0.13% | +59+1.1% | Added |
| Atomi Financial Group, Inc. | 5,357 | $284.8K | 0.01% | +5,357 | New |
| Longboard Asset Management, LP | 5,352 | $284.5K | 0.46% | +5,352 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $283.0K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,305 | $282.0K | 0.01% | +5,305 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,301 | $281.8K | 0.00% | −7,452−58.4% | Reduced |
| Versor Investments LP | 5,300 | $281.7K | 0.05% | +5,300 | New |
| Warren Averett Asset Management, LLC | 5,261 | $279.7K | 0.00% | +5,261 | New |
| Great Lakes Advisors, LLC | 5,205 | $276.7K | 0.00% | +159+3.2% | Added |
| Sowell Financial Services LLC | 5,174 | $275.0K | 0.01% | −140−2.6% | Reduced |
| Paragon Capital Management Ltd | 5,151 | $273.8K | 0.05% | −273−5.0% | Reduced |
| Trust Asset Management LLC | 5,138 | $273.1K | 0.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 5,136 | $273.0K | 0.00% | −633−11.0% | Reduced |
| We Are One Seven, LLC | 5,083 | $270.2K | 0.01% | +5,083 | New |
| D.A. Davidson & Co. | 5,080 | $270.1K | 0.00% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 5,055 | $268.7K | 0.02% | −2,559−33.6% | Reduced |
| Poinciana Advisors Group, LLC | 5,040 | $267.9K | 0.23% | −545−9.8% | Reduced |
| PDS Planning, Inc | 4,996 | $265.6K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,987 | $265.1K | 0.02% | +4,987 | New |
| Beacon Investment Advisory Services, Inc. | 4,929 | $262.0K | 0.01% | +102+2.1% | Added |
| Concurrent Investment Advisors, LLC | 4,911 | $261.1K | 0.00% | −308−5.9% | Reduced |
| VisionPoint Advisory Group, LLC | 4,899 | $260.4K | 0.05% | −207−4.1% | Reduced |
| Vontobel Holding Ltd. | 4,883 | $259.6K | 0.00% | −145−2.9% | Reduced |
| Drucker Wealth 3.0, LLC | 4,873 | $259.1K | 0.05% | +125+2.6% | Added |
| Prospera Financial Services Inc | 4,851 | $257.9K | 0.00% | +4,851 | New |
| Rossby Financial, LCC | 4,875 | $257.1K | 0.09% | −133−2.7% | Reduced |
| Versant Capital Management, Inc | 4,821 | $256.3K | 0.03% | +224+4.9% | Added |
| Cary Street Partner Investment Advisory LLC | 4,806 | $255.5K | 0.11% | +3,567+287.9% | Added |
| Hoxton Planning & Management, LLC | 4,792 | $254.7K | 0.08% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 4,763 | $253.2K | 0.16% | −398−7.7% | Reduced |
| Beacon Pointe Advisors, LLC | 4,700 | $249.9K | 0.00% | +4,700 | New |
| Engineers Gate Manager LP | 4,697 | $249.7K | 0.00% | +4,697 | New |
| Cidel Asset Management Inc | 4,630 | $246.1K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,624 | $245.8K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,617 | $245.4K | 0.01% | +4,617 | New |
| Integrated Quantitative Investments LLC | 4,600 | $244.5K | 0.07% | −3,900−45.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,600 | $244.5K | 0.04% | +12+0.3% | Added |
| Sage Mountain Advisors LLC | 4,569 | $242.9K | 0.01% | +4,569 | New |
| Full Sail Capital, LLC | 4,559 | $242.4K | 0.01% | +4,559 | New |
| Waddell & Associates, LLC | 4,549 | $241.8K | 0.02% | +4,549 | New |
| Sapient Capital LLC | 4,505 | $241.7K | 0.00% | −673−13.0% | Reduced |
| AA Financial Advisors, LLC | 4,483 | $238.3K | 0.05% | +4,483 | New |
| Orion Capital Management LLC | 4,475 | $237.9K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,474 | $237.8K | 0.01% | +4,474 | New |
| BancorpSouth Bank | 4,458 | $237.0K | 0.01% | −20−0.4% | Reduced |
| LCNB Corp | 4,440 | $236.0K | 0.08% | +4,440 | New |
| Cigna Investments Inc | 4,347 | $231.0K | 0.03% | +4,347 | New |
| Axxcess Wealth Management, LLC | 4,326 | $230.0K | 0.00% | +4,326 | New |
| Tocqueville Asset Management L.P. | 4,303 | $228.7K | 0.00% | +4,303 | New |
| Richardson Financial Services Inc. | 4,298 | $228.5K | 0.14% | −220−4.9% | Reduced |
| Norden Group LLC | 4,286 | $227.9K | 0.02% | +4,286 | New |
| CRA Financial Services, LLC | 4,282 | $227.6K | 0.03% | +4,282 | New |
| Exencial Wealth Advisors, LLC | 4,237 | $225.2K | 0.01% | +4,237 | New |
| TFB Advisors LLC | 4,290 | $222.2K | 0.06% | −1,789−29.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,177 | $222.0K | 0.00% | +4,177 | New |
| Blalock Williams, LLC | 4,142 | $220.2K | 0.19% | +4,142 | New |
| First Citizens Bank & Trust Co | 4,106 | $218.3K | 0.00% | +4,106 | New |
| Excalibur Management Corp | 4,065 | $216.1K | 0.08% | +4,065 | New |
| HighPoint Advisor Group LLC | 3,934 | $209.1K | 0.01% | +3,934 | New |
| Ameritas Investment Partners, Inc. | 3,932 | $209.0K | 0.01% | −161−3.9% | Reduced |
| Armis Advisers, LLC | 4,078 | $208.0K | 0.02% | −1,458−26.3% | Reduced |
| Triasima Portfolio Management inc. | 3,874 | $205.9K | 0.03% | +3,874 | New |
| Change Path, LLC | 3,868 | $205.6K | 0.01% | +3,868 | New |
| Systematic Alpha Investments, LLC | 3,860 | $205.2K | 0.01% | +3,860 | New |
| FSC Wealth Advisors, LLC | 3,853 | $204.8K | 0.12% | +3,853 | 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 |
| Pinnacle Wealth Planning Services, Inc. | 3,788 | $201.4K | 0.02% | +3,788 | New |
| Traphagen Investment Advisors LLC | 3,777 | $200.8K | 0.02% | +3,777 | New |
| Global Retirement Partners, LLC | 3,597 | $191.2K | 0.00% | +901+33.4% | Added |
| Quent Capital, LLC | 3,210 | $170.6K | 0.01% | +3,210 | New |
| Ancora Advisors, LLC | 3,209 | $170.6K | 0.00% | −460−12.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $170.1K | 0.01% | −300−8.6% | Reduced |
| Raiffeisen Bank International AG | 3,090 | $165.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,114 | $165.5K | 0.00% | +146+4.9% | Added |
| Ostrum Asset Management | 2,917 | $155.1K | 0.01% | −92−3.1% | Reduced |
| Brown Brothers Harriman & Co | 2,906 | $154.5K | 0.00% | +2,117+268.3% | Added |
| Clearstead Advisors, LLC | 2,892 | $153.7K | 0.00% | +78+2.8% | Added |
| Raleigh Capital Management Inc. | 2,738 | $145.6K | 0.06% | −248−8.3% | Reduced |
| LRI Investments, LLC | 2,645 | $140.6K | 0.01% | −478−15.3% | Reduced |
| Ofi Invest Asset Management | 2,918 | $132.0K | 0.00% | +2,918 | New |
| TD Private Client Wealth LLC | 2,404 | $127.8K | 0.00% | −6−0.2% | Reduced |
| Ameriflex Group, Inc. | 2,316 | $123.1K | 0.05% | +2,132+1,158.7% | Added |
| Massmutual Trust Co FSB | 2,294 | $121.9K | 0.00% | −3−0.1% | Reduced |
| Armstrong Advisory Group, Inc | 2,138 | $113.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,040 | $108.5K | 0.00% | +40+2.0% | Added |
| Corsicana & Co. | 2,000 | $106.3K | 0.06% | +2,000 | New |
| Johnson Financial Group, Inc. | 1,984 | $105.5K | 0.00% | +1,984 | New |
| Parkside Financial Bank & Trust | 1,933 | $102.8K | 0.01% | +13+0.7% | Added |
| First Financial Corp | 1,800 | $95.7K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,553 | $82.6K | 0.00% | −133−7.9% | Reduced |
| Private Trust Co NA | 1,516 | $80.6K | 0.01% | +88+6.2% | Added |
| Cromwell Holdings LLC | 1,502 | $79.8K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,442 | $76.7K | 0.03% | −145−9.1% | Reduced |
| Rothschild Investment LLC | 1,436 | $76.3K | 0.00% | +907+171.5% | Added |
| Westpac Banking Corp | 1,406 | $74.7K | 0.00% | −5,449−79.5% | Reduced |
| CVA Family Office, LLC | 1,387 | $73.7K | 0.01% | 00.0% | Unchanged |
| Motco | 1,349 | $71.7K | 0.01% | +1,000+286.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,300 | $69.1K | 0.02% | −130−9.1% | Reduced |
| Onefund, LLC | 1,262 | $67.1K | 0.04% | +47+3.9% | Added |