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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 88 | $4.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 85 | $4.53K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 75 | $3.99K | 0.00% | +46+158.6% | Added |
| Piscataqua Savings Bank | 75 | $3.99K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 74 | $3.93K | 0.00% | −36−32.7% | Reduced |
| Tortoise Investment Management, LLC | 72 | $3.83K | 0.00% | +31+75.6% | Added |
| Clark Wealth Partners | 65 | $3.80K | 0.00% | +43+195.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 69 | $3.65K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 61 | $3.24K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 56 | $2.98K | 0.00% | +56 | New |
| DiNuzzo Private Wealth, Inc. | 56 | $2.93K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 53 | $2.82K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 52 | $2.77K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $2.77K | 0.00% | +35+205.9% | Added |
| Principia Wealth Advisory, LLC | 52 | $2.76K | 0.00% | +8+18.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 52 | $2.76K | 0.00% | +52 | New |
| Trifecta Capital Advisors, LLC | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $2.34K | 0.00% | +10+29.4% | Added |
| High Note Wealth, LLC | 44 | $2.34K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 43 | $2.29K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 43 | $2.29K | 0.00% | +43 | New |
| Hughes Financial Services, LLC | 40 | $2.09K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $1.91K | 0.00% | +5+16.1% | Added |
| Stone House Investment Management, LLC | 36 | $1.91K | 0.00% | +36 | New |
| Aspect Partners, LLC | 35 | $1.86K | 0.00% | +35 | New |
| Avalon Trust Co | 34 | $1.81K | 0.00% | +34 | New |
| Bare Financial Services, Inc | 33 | $1.75K | 0.00% | +22+200.0% | Added |
| United Community Bank | 32 | $1.70K | 0.00% | +32 | New |
| PFS Partners, LLC | 30 | $1.59K | 0.00% | +30 | New |
| Main Street Group, LTD | 29 | $1.52K | 0.00% | −3−9.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 28 | $1.49K | 0.00% | +6+27.3% | Added |
| Rise Advisors, LLC | 27 | $1.44K | 0.00% | +10+58.8% | Added |
| Financial Consulate, Inc | 26 | $1.38K | 0.00% | +26 | New |
| SWAN Capital LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $1.30K | 0.00% | +20+400.0% | Added |
| Texas Capital Bancshares Inc | 24 | $1.28K | 0.00% | +24 | New |
| HFM Investment Advisors, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $1.00K | 0.00% | +31 | New |
| Cherry Tree Wealth Management, LLC | 18 | $931 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 16 | $851 | 0.00% | +16 | New |
| Grey Fox Wealth Advisors, LLC | 16 | $832 | 0.00% | +16 | New |
| American Capital Advisory, LLC | 15 | $798 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 13 | $691 | 0.00% | +13 | New |
| Redwood Park Advisors LLC | 12 | $638 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $540 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 10 | $532 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $527 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 9 | $482 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 9 | $479 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $478 | 0.00% | +6+200.0% | Added |
| Seneschal Advisors, LLC | 8 | $426 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 340 | $55 | 0.00% | −65−16.0% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $53 | 0.00% | −37,360−100.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $53 | 0.00% | −73−98.6% | Reduced |
| North Capital, Inc. | 1 | $53 | 0.00% | +1 | New |
| Alden Global Capital LLC | 0 | $0 | 0.00% | −143,544−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −131,071−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −128,649−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −100,648−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −96,962−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −97,586−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −54,154−100.0% | Sold out |
| Constant Guidance Financial LLC | 0 | $0 | 0.00% | −51,566−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −45,920−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −42,782−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −25,695−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,846−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −21,702−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −21,266−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −21,025−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −18,114−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −17,629−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −16,964−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −15,554−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −14,297−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −12,615−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −11,833−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −11,433−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,984−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −9,603−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −9,437−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,295−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,588−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,523−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −5,590−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −5,449−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |