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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 1,229 | $65.3K | 0.03% | −105−7.9% | Reduced |
| Bruce G. Allen Investments, LLC | 1,218 | $64.7K | 0.05% | +742+155.9% | Added |
| Delta Asset Management LLC | 1,198 | $63.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,196 | $63.6K | 0.01% | −40−3.2% | Reduced |
| Root Financial Partners, LLC | 1,195 | $63.5K | 0.00% | +1,195 | New |
| Legacy Wealth Managment, LLC | 1,167 | $62.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,135 | $60.3K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,125 | $59.8K | 0.00% | +1,125 | New |
| NBT Bank N A | 53 | $58.8K | 0.00% | −1,053−95.2% | Reduced |
| SBI Securities Co., Ltd. | 1,087 | $57.8K | 0.00% | −453−29.4% | Reduced |
| Zions Bancorporation, National Association | 989 | $52.6K | 0.00% | −7−0.7% | Reduced |
| SJS Investment Consulting Inc. | 954 | $50.7K | 0.01% | +928+3,569.2% | Added |
| Grove Bank & Trust | 924 | $49.1K | 0.01% | +172+22.9% | Added |
| Central Trust Co | 912 | $48.5K | 0.00% | −31−3.3% | Reduced |
| State of Wyoming | 881 | $46.8K | 0.01% | +12+1.4% | Added |
| Harbour Investments, Inc. | 869 | $46.2K | 0.00% | +65+8.1% | Added |
| REAP Financial Group, LLC | 843 | $44.8K | 0.01% | +107+14.5% | Added |
| Sentry Investment Management LLC | 781 | $41.0K | 0.03% | −523−40.1% | Reduced |
| Clear Street Markets LLC | 744 | $39.6K | 0.01% | +452+154.8% | Added |
| Canton Hathaway, LLC | 730 | $39.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 689 | $36.6K | 0.00% | −47−6.4% | Reduced |
| GoalVest Advisory LLC | 680 | $36.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 671 | $35.7K | 0.00% | +30+4.7% | Added |
| Covestor Ltd | 659 | $35.0K | 0.02% | −2,638−80.0% | Reduced |
| Private Wealth Management Group, LLC | 644 | $34.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 646 | $34.0K | 0.00% | +42+7.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $33.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 608 | $32.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 585 | $31.1K | 0.01% | +526+891.5% | Added |
| GPS Wealth Strategies Group, LLC | 570 | $30.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 557 | $29.6K | 0.00% | −44−7.3% | Reduced |
| Bank of New Hampshire | 550 | $29.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 525 | $27.9K | 0.00% | +525 | New |
| Vision Financial Markets LLC | 500 | $26.6K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 436 | $23.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 425 | $22.6K | 0.00% | −7,337−94.5% | Reduced |
| Ameliora Wealth Management Ltd. | 420 | $22.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 378 | $20.1K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 370 | $19.7K | 0.02% | +30+8.8% | Added |
| DT Investment Partners, LLC | 364 | $19.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 362 | $19.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 361 | $19.2K | 0.00% | +361 | New |
| BFSG, LLC | 350 | $18.6K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 350 | $18.6K | 0.00% | +350 | New |
| Whittier Trust Co of Nevada Inc | 342 | $18.4K | 0.00% | +86+33.6% | Added |
| Roxbury Financial LLC | 330 | $17.6K | 0.02% | +3+0.9% | Added |
| Farmers & Merchants Investments Inc | 320 | $17.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 316 | $16.8K | 0.00% | −34−9.7% | Reduced |
| McIlrath & Eck, LLC | 309 | $16.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 302 | $16.1K | 0.00% | +146+93.6% | Added |
| Citizens National Bank Trust Department | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 297 | $15.8K | 0.00% | −4,461−93.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 287 | $15.3K | 0.00% | −11−3.7% | Reduced |
| First Horizon Corp | 271 | $14.4K | 0.00% | +271 | New |
| Frazier Financial Advisors, LLC | 270 | $14.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 269 | $14.3K | 0.00% | +269 | New |
| Retirement Wealth Solutions LLC | 251 | $13.4K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 247 | $13.1K | 0.01% | +21+9.3% | Added |
| Cornerstone Planning Group LLC | 240 | $12.1K | 0.00% | +125+108.7% | Added |
| Sunbelt Securities, Inc. | 227 | $12.1K | 0.00% | +227 | New |
| Icon Advisers Inc | 225 | $12.0K | 0.00% | +225 | New |
| Barrett & Company, Inc. | 218 | $11.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 217 | $11.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 216 | $11.5K | 0.00% | −4,714−95.6% | Reduced |
| Harbor Investment Advisory, LLC | 209 | $11.1K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 205 | $10.9K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 201 | $10.7K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 200 | $10.6K | 0.01% | −100−33.3% | Reduced |
| North Star Investment Management Corp. | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 201 | $10.6K | 0.00% | +110+120.9% | Added |
| Salomon & Ludwin, LLC | 194 | $10.4K | 0.00% | +194 | New |
| Boreal Capital Management LLC | 173 | $9.20K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 172 | $9.14K | 0.00% | +121+237.3% | Added |
| Creative Financial Designs Inc | 171 | $9.09K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 170 | $9.04K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 166 | $8.82K | 0.00% | +145+690.5% | Added |
| HHM Wealth Advisors, LLC | 164 | $8.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $8.45K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 145 | $7.72K | 0.00% | +1+0.7% | Added |
| Prestige Wealth Management Group LLC | 144 | $7.66K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 142 | $7.57K | 0.00% | +39+37.9% | Added |
| Financial Management Professionals, Inc. | 142 | $7.55K | 0.00% | −7−4.7% | Reduced |
| N.E.W. Advisory Services LLC | 132 | $7.02K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 129 | $6.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 127 | $6.75K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 122 | $6.48K | 0.00% | +1+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 121 | $6.43K | 0.00% | −21−14.8% | Reduced |
| Asset Dedication, LLC | 119 | $6.33K | 0.00% | +49+70.0% | Added |
| Capital Advisors, Ltd. LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 112 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 108 | $5.74K | 0.00% | +12+12.5% | Added |
| NVWM, LLC | 104 | $5.55K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 105 | $5.35K | 0.01% | +105 | New |
| Fourth Dimension Wealth, LLC | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 97 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 109 | $5.00K | 0.00% | +109 | New |
| Howard Hughes Medical Institute | 93 | $4.94K | 0.00% | −1−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 92 | $4.89K | 0.00% | 00.0% | Unchanged |