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Livermore
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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q4 2025

Institutional positions in Citizens Financial Group Inc as of Dec 31, 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
967
+118 vs. Q3 2025
Shares held
411.6M
+9.48M (+2.4%) vs. Q3 2025
Total value
$24.0B
+$2.66B (+12.4%) vs. Q3 2025
New holders
184
358 more added
Sold out
66
297 more reduced

13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 967 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ4 2025: $24.0B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2025.

Institutions holding CFG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd310$570.00%−30−8.8%Reduced
TD Waterhouse Canada Inc.1$580.00%00.0%Unchanged
Rakuten Securities, Inc.1$580.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$700.00%00.0%Unchanged
Aventura Private Wealth, LLC5$2920.00%+5New
ROSS\JOHNSON & Associates LLC7$4090.01%+7New
Seneschal Advisors, LLC8$4680.00%00.0%Unchanged
NorthAvenue LLC8$4680.00%+8New
Strive Financial Group ,LLC9$5260.00%+9New
Westside Investment Management, Inc.10$5840.00%+10New
Luken Investment Analytics, LLC10$5840.00%+10New
Essential Investment Partners LLC10$5840.00%+10New
Quaker Wealth Management, LLC10$5850.00%+1+11.1%Added
Winnow Wealth LLC10$5900.00%00.0%Unchanged
Bare Financial Services, Inc11$6430.00%−22−66.7%Reduced
Chilton Capital Management LLC11$6430.00%+11New
SHP Wealth Management11$6430.00%+11New
Redwood Park Advisors LLC12$7010.00%00.0%Unchanged
Arcadia Investment Management Corp12$7010.00%+12New
Truvestments Capital LLC12$7010.00%+12New
Westfuller Advisors, LLC12$7010.00%+12New
Transamerica Financial Advisors, Inc.12$7070.00%−13−52.0%Reduced
WestEnd Advisors, LLC13$7590.00%+3+30.0%Added
Signature Equity Partners, LLC13$7590.00%+13New
United Community Bank14$8180.00%−18−56.3%Reduced
IMG Wealth Management, Inc.14$8180.00%+14New
Investors Portfolio Services LLC16$9100.00%+16New
Lloyd Advisory Services, LLC.16$9310.00%+16New
Country Trust Bank16$9350.00%00.0%Unchanged
American Capital Advisory, LLC17$9930.00%+2+13.3%Added
Harvest Fund Management Co., Ltd9$1.00K0.00%−5,412−99.8%Reduced
Coston, McIsaac & Partners31$1.00K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC18$1.02K0.00%00.0%Unchanged
Quattro Advisors LLC19$1.11K0.00%+19New
Litman Gregory Asset Management LLC22$1.29K0.00%+22New
SWAN Capital LLC25$1.46K0.00%00.0%Unchanged
Financial Consulate, Inc26$1.52K0.00%00.0%Unchanged
PFS Partners, LLC30$1.75K0.00%00.0%Unchanged
Aspect Partners, LLC35$2.04K0.00%00.0%Unchanged
Basepoint Wealth LLC35$2.06K0.00%+35New
HM Payson & Co38$2.22K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC38$2.22K0.00%00.0%Unchanged
Hughes Financial Services, LLC40$2.34K0.00%00.0%Unchanged
Kilter Group LLC40$2.34K0.00%+15+60.0%Added
Center for Financial Planning, Inc.43$2.51K0.00%00.0%Unchanged
Sachetta, LLC44$2.57K0.00%00.0%Unchanged
Rialto Wealth Management, LLC44$2.57K0.00%+8+22.2%Added
Bay Harbor Wealth Management, LLC45$2.63K0.00%+17+60.7%Added
S&T Bank46$2.69K0.00%−120−72.3%Reduced
High Note Wealth, LLC47$2.75K0.00%+3+6.8%Added
Bell Investment Advisors, Inc48$2.80K0.00%+4+9.1%Added
Cornerstone Financial Management LLC48$2.80K0.00%+48New
Principia Wealth Advisory, LLC49$2.86K0.00%−3−5.8%Reduced
Raffa Wealth Management, LLC49$2.86K0.00%00.0%Unchanged
Independence Bank of Kentucky50$2.92K0.00%+50New
Steigerwald, Gordon & Koch Inc.52$3.04K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC52$3.04K0.00%00.0%Unchanged
Dunhill Financial, LLC53$3.08K0.00%−69−56.6%Reduced
Rosenberg Matthew Hamilton53$3.10K0.00%00.0%Unchanged
ZRC Wealth Management, LLC56$3.27K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.56$3.27K0.00%00.0%Unchanged
Wealth Watch Advisors, INC57$3.33K0.00%+44+338.5%Added
JNBA Financial Advisors58$3.39K0.00%+58New
Triumph Capital Management58$3.39K0.00%+58New
TFC Financial Management61$3.56K0.00%00.0%Unchanged
Kingdom Financial Group LLC.62$3.62K0.00%+62New
Clark Wealth Partners65$3.80K0.00%00.0%Unchanged
First Eagle Investment Management, LLC67$3.91K0.00%+67New
First Command Advisory Services, Inc.67$3.91K0.00%+67New
Optima Capital LLC68$3.97K0.00%+68New
Mowery & Schoenfeld Wealth Management, LLC69$4.01K0.01%00.0%Unchanged
Colonial Trust Co72$4.21K0.00%−16−18.2%Reduced
Addison Advisors LLC74$4.32K0.00%00.0%Unchanged
Piscataqua Savings Bank75$4.38K0.00%00.0%Unchanged
Bangor Savings Bank75$4.38K0.00%+75New
Clayton Financial Group LLC80$4.67K0.00%+80New
Leonteq Securities AG81$4.73K0.00%−135−62.5%Reduced
Stone House Investment Management, LLC82$4.79K0.00%+46+127.8%Added
Highline Wealth Partners LLC86$5.00K0.00%+1+1.2%Added
POM Investment Strategies, LLC90$5.26K0.00%+90New
Key Financial Inc91$5.32K0.00%−110−54.7%Reduced
GHP Investment Advisors, Inc.92$5.37K0.00%00.0%Unchanged
Howard Hughes Medical Institute93$5.43K0.00%00.0%Unchanged
Bogart Wealth, LLC96$5.61K0.00%−12−11.1%Reduced
Flagship Harbor Advisors, LLC98$5.72K0.00%+98New
Fourth Dimension Wealth, LLC100$5.84K0.00%00.0%Unchanged
Bayforest Capital Ltd102$5.96K0.00%+102New
Avion Wealth108$6.00K0.00%−5−4.4%Reduced
HFM Investment Advisors, LLC105$6.13K0.00%+85+425.0%Added
Hurley Capital, LLC109$6.37K0.00%+109New
NVWM, LLC110$6.41K0.00%+6+5.8%Added
Jackson, Grant Investment Advisers, Inc.112$6.54K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC114$6.66K0.00%+62+119.2%Added
Kerr Financial Planning Corp104$6.95K0.01%−1−1.0%Reduced
Hilton Head Capital Partners, LLC119$6.95K0.00%+119New
Maseco LLP119$6.96K0.00%+119New
Capital Advisors, Ltd. LLC122$7.00K0.00%00.0%Unchanged
Nemes Rush Group LLC120$7.01K0.00%+120New
Newbridge Financial Services Group, Inc.121$7.07K0.00%00.0%Unchanged
Asset Dedication, LLC122$7.13K0.00%+3+2.5%Added