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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 129 | $7.54K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 132 | $7.71K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 139 | $8.10K | 0.00% | −3−2.1% | Reduced |
| Financial Management Professionals, Inc. | 142 | $8.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 144 | $8.41K | 0.00% | −500−77.6% | Reduced |
| Prestige Wealth Management Group LLC | 144 | $8.41K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 153 | $8.94K | 0.00% | +143+1,430.0% | Added |
| Ogorek Anthony Joseph | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $9.29K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $9.58K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 170 | $9.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 171 | $9.99K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 173 | $10.1K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 177 | $10.4K | 0.01% | +177 | New |
| South State Corp. | 185 | $10.8K | 0.00% | −131−41.5% | Reduced |
| First Horizon Corp | 186 | $10.9K | 0.00% | −85−31.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 186 | $10.9K | 0.00% | +186 | New |
| 1015 Capital Partners, LLC | 195 | $11.4K | 0.01% | +195 | New |
| Vision Financial Markets LLC | 200 | $11.7K | 0.01% | −300−60.0% | Reduced |
| Wealth Preservation Advisors, LLC | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $11.7K | 0.00% | +200 | New |
| Salomon & Ludwin, LLC | 194 | $11.8K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 205 | $12.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 210 | $12.3K | 0.00% | +10+5.0% | Added |
| Strategic Wealth Partners, Ltd. | 217 | $12.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $12.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 222 | $13.0K | 0.00% | +95+74.8% | Added |
| Icon Advisers Inc | 225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 227 | $13.3K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 251 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 260 | $15.2K | 0.00% | +260 | New |
| Legacy Bridge, LLC | 264 | $15.4K | 0.01% | +264 | New |
| Cornerstone Planning Group LLC | 246 | $15.5K | 0.00% | +6+2.5% | Added |
| J.Safra Asset Management Corp | 268 | $15.7K | 0.00% | +268 | New |
| Frazier Financial Advisors, LLC | 270 | $15.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 273 | $15.9K | 0.00% | −152−35.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 287 | $16.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 315 | $18.4K | 0.00% | −5−1.6% | Reduced |
| Atlantic Trust, LLC | 316 | $18.5K | 0.00% | −46−12.7% | Reduced |
| DV Trading LLC | 318 | $18.6K | 0.00% | +318 | New |
| UMA Financial Services, Inc. | 330 | $19.3K | 0.00% | +158+91.9% | Added |
| Roxbury Financial LLC | 333 | $19.5K | 0.02% | +3+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 327 | $20.3K | 0.00% | −15−4.4% | Reduced |
| Wall Street Access Asset Management, LLC | 350 | $20.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 350 | $20.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 353 | $20.6K | 0.00% | +144+68.9% | Added |
| DT Investment Partners, LLC | 364 | $21.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 370 | $21.6K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 375 | $21.9K | 0.00% | +73+24.2% | Added |
| Smallwood Wealth Investment Management, LLC | 378 | $22.1K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 359 | $23.3K | 0.01% | +359 | New |
| Glen Eagle Advisors, LLC | 400 | $23.4K | 0.00% | +400 | New |
| Ameliora Wealth Management Ltd. | 420 | $24.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 439 | $25.7K | 0.00% | +3+0.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 445 | $26.0K | 0.00% | +445 | New |
| CoreCap Advisors, LLC | 476 | $27.8K | 0.00% | −81−14.5% | Reduced |
| Covestor Ltd | 479 | $28.0K | 0.01% | −180−27.3% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 500 | $29.2K | 0.02% | +500 | New |
| Activest Wealth Management | 513 | $30.0K | 0.01% | +504+5,600.0% | Added |
| Crewe Advisors LLC | 525 | $30.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $32.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 611 | $35.0K | 0.00% | +3+0.5% | Added |
| DV Equities, LLC | 601 | $35.1K | 0.01% | +601 | New |
| Clear Street Markets LLC | 639 | $37.3K | 0.01% | −105−14.1% | Reduced |
| Estate Planners Group, LLC | 643 | $37.5K | 0.02% | +643 | New |
| GoalVest Advisory LLC | 680 | $39.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 704 | $41.1K | 0.00% | +33+4.9% | Added |
| Fortitude Family Office, LLC | 710 | $41.5K | 0.01% | +613+632.0% | Added |
| True Wealth Design, LLC | 713 | $41.6K | 0.01% | +128+21.9% | Added |
| Canton Hathaway, LLC | 730 | $42.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 733 | $42.8K | 0.00% | +44+6.4% | Added |
| Sentry Investment Management LLC | 781 | $46.0K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 849 | $49.6K | 0.01% | +849 | New |
| Quest 10 Wealth Builders, Inc. | 893 | $52.1K | 0.05% | +646+261.5% | Added |
| Bruce G. Allen Investments, LLC | 913 | $53.3K | 0.04% | −305−25.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 935 | $54.6K | 0.01% | +935 | New |
| Fideuram Asset Management (Ireland) dac | 1,123 | $55.0K | 0.00% | +1,123 | New |
| REAP Financial Group, LLC | 954 | $55.7K | 0.01% | +111+13.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 960 | $56.1K | 0.01% | +330+52.4% | Added |
| Harbour Investments, Inc. | 1,010 | $59.0K | 0.00% | +141+16.2% | Added |
| Battery Global Advisors, LLC | 520 | $60.6K | 0.03% | +520 | New |
| SBI Securities Co., Ltd. | 1,076 | $62.8K | 0.00% | −11−1.0% | Reduced |
| Atlas Capital Advisors LLC | 1,095 | $64.0K | 0.01% | +1,095 | New |
| NBT Bank N A | 58 | $64.6K | 0.00% | +5+9.4% | Added |
| Grove Bank & Trust | 1,107 | $64.7K | 0.01% | +183+19.8% | Added |
| Central Trust Co | 1,122 | $65.6K | 0.00% | +210+23.0% | Added |
| Delta Asset Management LLC | 1,198 | $70.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,229 | $71.8K | 0.03% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,276 | $74.5K | 0.02% | +1,276 | New |
| Board of the Pension Protection Fund | 1,300 | $75.9K | 0.07% | −26,700−95.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,310 | $76.5K | 0.02% | +10+0.8% | Added |
| Onefund, LLC | 1,326 | $77.5K | 0.05% | +64+5.1% | Added |
| Motco | 1,349 | $78.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,350 | $78.9K | 0.01% | +396+41.5% | Added |
| Exchange Traded Concepts, LLC | 1,358 | $79.3K | 0.00% | −195−12.6% | Reduced |
| CFG Wealth Management Services, Inc. | 1,380 | $80.6K | 0.07% | +1,380 | New |
| Manchester Capital Management LLC | 1,389 | $81.1K | 0.01% | +193+16.1% | Added |
| CVA Family Office, LLC | 1,397 | $81.6K | 0.01% | +10+0.7% | Added |