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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 1,406 | $82.1K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,416 | $82.7K | 0.03% | −26−1.8% | Reduced |
| Root Financial Partners, LLC | 1,428 | $83.4K | 0.00% | +233+19.5% | Added |
| Zions Bancorporation, National Association | 1,428 | $83.4K | 0.00% | +439+44.4% | Added |
| Cromwell Holdings LLC | 1,502 | $87.7K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 1,533 | $89.5K | 0.01% | +17+1.1% | Added |
| Optiver Holding B.V. | 1,565 | $91.4K | 0.00% | +1,565 | New |
| Ameriflex Group, Inc. | 1,605 | $93.7K | 0.05% | −711−30.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,772 | $103.5K | 0.03% | +1,772 | New |
| State of Wyoming | 1,795 | $104.8K | 0.01% | +914+103.7% | Added |
| LRI Investments, LLC | 1,800 | $105.1K | 0.01% | −845−31.9% | Reduced |
| First Financial Corp | 1,800 | $105.1K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,844 | $107.7K | 0.05% | +677+58.0% | Added |
| Key Capital Management, INC | 1,910 | $111.6K | 0.11% | +1,910 | New |
| Parkside Financial Bank & Trust | 1,947 | $113.7K | 0.01% | +14+0.7% | Added |
| Corsicana & Co. | 2,000 | $116.8K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,138 | $124.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,191 | $128.0K | 0.01% | −726−24.9% | Reduced |
| AlphaCore Capital LLC | 2,321 | $135.6K | 0.00% | +1,196+106.3% | Added |
| Johnson Financial Group, Inc. | 2,347 | $137.1K | 0.01% | +363+18.3% | Added |
| TD Private Client Wealth LLC | 2,491 | $145.5K | 0.00% | +87+3.6% | Added |
| Quarry LP | 2,522 | $147.3K | 0.02% | +2,161+598.6% | Added |
| Massmutual Trust Co FSB | 2,547 | $148.8K | 0.00% | +253+11.0% | Added |
| Raleigh Capital Management Inc. | 2,707 | $158.1K | 0.06% | −31−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,821 | $164.8K | 0.00% | −5,917−67.7% | Reduced |
| Raiffeisen Bank International AG | 2,896 | $170.7K | 0.00% | −194−6.3% | Reduced |
| Hamilton Capital Partners Inc. | 3,015 | $176.1K | 0.01% | −5,036−62.6% | Reduced |
| Brown Brothers Harriman & Co | 3,122 | $182.4K | 0.00% | +216+7.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $186.9K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 3,426 | $200.1K | 0.05% | +3,426 | New |
| Kennedy Capital Management, Inc. | 3,427 | $200.2K | 0.00% | +3,427 | New |
| Huntington National Bank | 3,437 | $200.8K | 0.00% | +323+10.4% | Added |
| Nilsine Partners, LLC | 3,468 | $202.6K | 0.02% | +3,468 | New |
| HighPoint Advisor Group LLC | 3,470 | $202.7K | 0.00% | −464−11.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,475 | $203.0K | 0.03% | +3,475 | New |
| Ariadne Wealth Management, LP | 3,115 | $203.1K | 0.08% | +3,115 | New |
| SmartHarvest Portfolios, LLC | 3,492 | $204.0K | 0.07% | +3,492 | New |
| S&CO Inc | 3,500 | $204.0K | 0.01% | +3,500 | New |
| Quent Capital, LLC | 3,510 | $205.0K | 0.01% | +300+9.3% | Added |
| TPG Financial Advisors, LLC | 3,514 | $205.3K | 0.07% | +3,514 | New |
| Angeles Wealth Management, LLC | 3,514 | $205.3K | 0.01% | +3,514 | New |
| Prime Capital Investment Advisors, LLC | 3,532 | $206.3K | 0.00% | +3,532 | New |
| Bahl & Gaynor Inc | 3,540 | $206.8K | 0.00% | +3,540 | New |
| Howard Capital Management Inc. | 3,546 | $207.1K | 0.00% | −8,590−70.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,578 | $209.0K | 0.01% | +3,578 | New |
| Clark Capital Management Group, Inc. | 3,594 | $209.9K | 0.00% | +3,594 | New |
| Checchi Capital Advisers, LLC | 3,606 | $210.6K | 0.01% | +3,606 | New |
| Forthright Family Wealth Advisory LLC | 3,653 | $213.4K | 0.13% | +3,653 | New |
| Prospera Financial Services Inc | 3,660 | $213.8K | 0.00% | −1,191−24.6% | Reduced |
| Versor Investments LP | 3,700 | $216.1K | 0.03% | −1,600−30.2% | Reduced |
| Capital Performance Advisors LLP | 3,701 | $216.2K | 0.02% | +3,701 | New |
| RFG Advisory, LLC | 3,705 | $216.4K | 0.00% | +3,705 | New |
| Interchange Capital Partners, LLC | 3,762 | $219.7K | 0.04% | +3,762 | New |
| Check Capital Management Inc | 3,800 | $222.0K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,800 | $222.0K | 0.02% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,810 | $222.5K | 0.04% | +3,810 | New |
| QTR Family Wealth, LLC | 3,320 | $224.3K | 0.10% | +3,320 | New |
| Family Management Corp | 3,848 | $224.8K | 0.03% | +3,848 | New |
| Systematic Alpha Investments, LLC | 3,860 | $225.5K | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 3,888 | $227.1K | 0.07% | +3,888 | New |
| Hidden Cove Wealth Management, LLC | 3,888 | $227.1K | 0.15% | +3,888 | New |
| Fairvoy Private Wealth, LLC | 3,921 | $229.0K | 0.05% | +3,921 | New |
| Ameritas Investment Partners, Inc. | 3,932 | $229.7K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,982 | $232.6K | 0.01% | +3,982 | New |
| Advisor OS, LLC | 3,983 | $232.7K | 0.02% | +3,983 | New |
| Iams Wealth Management, LLC | 4,014 | $234.5K | 0.08% | +4,014 | New |
| Patton Fund Management, Inc. | 4,057 | $237.0K | 0.03% | −58,874−93.6% | Reduced |
| VestGen Advisors, LLC | 4,062 | $237.3K | 0.01% | +4,062 | New |
| Excalibur Management Corp | 4,065 | $237.4K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $238.7K | 0.02% | +298+7.9% | Added |
| McGuire Capital Advisors Inc | 4,109 | $240.0K | 0.15% | +4,109 | New |
| Signal Advisors Wealth, LLC | 4,116 | $240.4K | 0.02% | −939−18.6% | Reduced |
| GenTrust, LLC | 4,120 | $240.6K | 0.01% | +4,120 | New |
| BancorpSouth Bank | 4,138 | $241.7K | 0.01% | −320−7.2% | Reduced |
| Richardson Financial Services Inc. | 4,183 | $244.3K | 0.15% | −115−2.7% | Reduced |
| Waterloo Capital, L.P. | 4,185 | $244.5K | 0.02% | +4,185 | New |
| CenterStar Asset Management, LLC | 4,216 | $246.4K | 0.39% | +4,216 | New |
| TFB Advisors LLC | 4,240 | $247.7K | 0.07% | −50−1.2% | Reduced |
| Prelude Capital Management, LLC | 4,241 | $247.7K | 0.02% | +4,241 | New |
| Cullen/Frost Bankers, Inc. | 4,256 | $248.6K | 0.00% | +2,216+108.6% | Added |
| Ancora Advisors, LLC | 4,275 | $249.7K | 0.01% | +1,066+33.2% | Added |
| Decision Investments, Inc | 4,320 | $252.3K | 0.28% | +4,320 | New |
| Axxcess Wealth Management, LLC | 4,342 | $253.6K | 0.00% | +16+0.4% | Added |
| Cigna Investments Inc | 4,347 | $254.0K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,356 | $254.4K | 0.02% | +4,356 | New |
| International Assets Investment Management, LLC | 4,412 | $257.7K | 0.02% | +4,412 | New |
| DGS Capital Management, LLC | 4,419 | $258.1K | 0.04% | +4,419 | New |
| NewEdge Wealth, LLC | 4,439 | $259.3K | 0.00% | +4,439 | New |
| LCNB Corp | 4,440 | $259.3K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,453 | $260.1K | 0.01% | −21−0.5% | Reduced |
| Jefferies Financial Group Inc. | 4,459 | $260.4K | 0.00% | −4,421−49.8% | Reduced |
| Orion Capital Management LLC | 4,475 | $261.4K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,477 | $261.5K | 0.03% | +195+4.6% | Added |
| PDS Planning, Inc | 4,504 | $263.1K | 0.02% | −492−9.8% | Reduced |
| 111 Capital | 4,542 | $265.3K | 0.06% | +4,542 | New |
| Gradient Capital Advisors, LLC | 4,575 | $267.2K | 0.07% | +4,575 | New |
| Integrated Quantitative Investments LLC | 4,600 | $268.7K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,624 | $270.1K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,630 | $270.4K | 0.02% | 00.0% | Unchanged |
| Armis Advisers, LLC | 4,749 | $270.8K | 0.03% | +671+16.5% | Added |