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 |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 4,650 | $271.6K | 0.17% | −113−2.4% | Reduced |
| AA Financial Advisors, LLC | 4,657 | $272.0K | 0.05% | +174+3.9% | Added |
| Personal Cfo Solutions, LLC | 4,692 | $274.0K | 0.04% | +92+2.0% | Added |
| American Trust | 4,741 | $276.9K | 0.02% | +4,741 | New |
| Sapient Capital LLC | 4,707 | $277.5K | 0.00% | +202+4.5% | Added |
| Hoxton Planning & Management, LLC | 4,757 | $277.9K | 0.08% | −35−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,762 | $278.1K | 0.08% | −44−0.9% | Reduced |
| Larson Financial Group LLC | 4,772 | $278.7K | 0.01% | −3,563−42.7% | Reduced |
| Abc Arbitrage SA | 4,813 | $281.1K | 0.03% | +4,813 | New |
| Drucker Wealth 3.0, LLC | 4,816 | $281.3K | 0.05% | −57−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,827 | $281.9K | 0.01% | −102−2.1% | Reduced |
| Change Path, LLC | 4,849 | $283.2K | 0.01% | +981+25.4% | Added |
| Vontobel Holding Ltd. | 4,883 | $285.2K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,948 | $289.0K | 0.02% | −190−3.7% | Reduced |
| Poinciana Advisors Group, LLC | 4,968 | $290.2K | 0.23% | −72−1.4% | Reduced |
| Rossby Financial, LCC | 5,023 | $293.4K | 0.09% | +148+3.0% | Added |
| Boston Private Wealth LLC | 5,107 | $298.3K | 0.02% | −782−13.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 5,136 | $300.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 5,195 | $303.5K | 0.06% | +44+0.9% | Added |
| Tocqueville Asset Management L.P. | 5,217 | $304.7K | 0.00% | +914+21.2% | Added |
| Parcion Private Wealth LLC | 5,238 | $306.0K | 0.02% | +5,238 | New |
| Exencial Wealth Advisors, LLC | 5,246 | $306.4K | 0.01% | +1,009+23.8% | Added |
| Wick Capital Partners, LLC | 5,258 | $307.1K | 0.06% | +5,258 | New |
| We Are One Seven, LLC | 5,270 | $307.8K | 0.01% | +187+3.7% | Added |
| VisionPoint Advisory Group, LLC | 5,284 | $308.6K | 0.06% | +385+7.9% | Added |
| MidWestOne Financial Group, Inc. | 5,324 | $311.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 5,408 | $315.9K | 0.01% | +5,408 | New |
| Panagora Asset Management Inc | 5,446 | $318.1K | 0.00% | −35−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,452 | $318.5K | 0.02% | +5,452 | New |
| Sowell Financial Services LLC | 5,468 | $319.4K | 0.01% | +294+5.7% | Added |
| Elevated Financial Group LLC | 5,479 | $320.0K | 0.11% | +5,479 | New |
| Beese Fulmer Investment Management, Inc. | 5,513 | $322.0K | 0.02% | +5,513 | New |
| Norden Group LLC | 5,553 | $324.4K | 0.03% | +1,267+29.6% | Added |
| TCG Advisory Services, LLC | 5,572 | $325.5K | 0.01% | +5,572 | New |
| EP Wealth Advisors, LLC | 5,600 | $327.1K | 0.00% | +5,600 | New |
| Woodward Diversified Capital, LLC | 5,601 | $327.2K | 0.15% | +228+4.2% | Added |
| Frec Markets, Inc. | 5,660 | $330.6K | 0.10% | +5,660 | New |
| Arkadios Wealth Advisors | 5,757 | $336.2K | 0.01% | +319+5.9% | Added |
| Van Eck Associates Corp | 5,809 | $339.0K | 0.00% | −1,495−20.5% | Reduced |
| Hall Capital Management Co Inc | 5,891 | $344.1K | 0.13% | −39−0.7% | Reduced |
| Mach-1 Financial Group, Inc. | 5,906 | $345.0K | 0.07% | +5,906 | New |
| Signaturefd, LLC | 5,931 | $346.4K | 0.01% | +74+1.3% | Added |
| Pointe Capital Management LLC | 5,963 | $348.3K | 0.17% | −325−5.2% | Reduced |
| Umb Bank N A | 5,969 | $348.6K | 0.00% | +364+6.5% | Added |
| Siemens Fonds Invest GmbH | 5,932 | $349.7K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 6,036 | $352.6K | 0.01% | +6,036 | New |
| Crumly & Associates Inc. | 6,039 | $352.7K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,078 | $355.1K | 0.01% | +172+2.9% | Added |
| Sage Mountain Advisors LLC | 6,148 | $359.1K | 0.02% | +1,579+34.6% | Added |
| Atomi Financial Group, Inc. | 6,150 | $359.2K | 0.01% | +793+14.8% | Added |
| Camden Capital, LLC | 6,159 | $359.8K | 0.02% | +1,172+23.5% | Added |
| Lincoln Capital Corp | 6,180 | $361.0K | 0.13% | +52+0.8% | Added |
| waypoint wealth counsel | 6,207 | $362.5K | 0.13% | +763+14.0% | Added |
| Versant Capital Management, Inc | 6,238 | $364.4K | 0.05% | +1,417+29.4% | Added |
| CIBC Private Wealth Group, LLC | 6,252 | $365.2K | 0.00% | +878+16.3% | Added |
| Picton Mahoney Asset Management | 6,261 | $365.7K | 0.00% | +6,261 | New |
| Fidelis Capital Partners, LLC | 6,266 | $366.0K | 0.03% | +52+0.8% | Added |
| Moors & Cabot, Inc. | 6,317 | $369.0K | 0.02% | +106+1.7% | Added |
| Essex Financial Services, Inc. | 6,335 | $370.0K | 0.02% | +1,718+37.2% | Added |
| Ferguson Wellman Capital Management, Inc | 6,359 | $371.4K | 0.01% | −90−1.4% | Reduced |
| Whittier Trust Co | 5,981 | $371.7K | 0.00% | −447−7.0% | Reduced |
| KC Investment Advisors, LLC | 6,371 | $372.1K | 0.09% | −271−4.1% | Reduced |
| Klingenstein Fields & Co LP | 6,402 | $373.9K | 0.01% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 6,479 | $378.4K | 0.31% | +6,479 | New |
| Kingswood Wealth Advisors, LLC | 6,525 | $381.1K | 0.02% | +362+5.9% | Added |
| Atalanta Sosnoff Capital, LLC | 6,529 | $381.4K | 0.01% | +6,529 | New |
| Profund Advisors LLC | 6,534 | $381.7K | 0.01% | −1,287−16.5% | Reduced |
| International Private Wealth Advisors LLC | 6,541 | $382.1K | 0.24% | −263−3.9% | Reduced |
| Gilbert & Cook, Inc. | 6,559 | $383.1K | 0.05% | +129+2.0% | Added |
| Tower Research Capital LLC (TRC) | 6,573 | $383.9K | 0.01% | +637+10.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,600 | $385.5K | 0.01% | +6,600 | New |
| Sym Financial Corp | 6,618 | $386.6K | 0.04% | +668+11.2% | Added |
| Polymer Capital Management (US) LLC | 6,627 | $387.1K | 0.05% | −557−7.8% | Reduced |
| Jump Financial, LLC | 6,741 | $393.7K | 0.00% | +6,741 | New |
| Penserra Capital Management LLC | 6,799 | $396.0K | 0.00% | −11,086−62.0% | Reduced |
| Brookstone Capital Management | 6,821 | $398.4K | 0.00% | −617−8.3% | Reduced |
| Continuum Advisory, LLC | 6,838 | $399.4K | 0.04% | −459−6.3% | Reduced |
| TCW Group Inc | 6,911 | $403.7K | 0.00% | +6,911 | New |
| CX Institutional | 6,937 | $405.0K | 0.01% | +324+4.9% | Added |
| Fox Run Management, L.L.C. | 6,942 | $405.5K | 0.06% | +6,942 | New |
| Equitable Holdings, Inc. | 6,962 | $406.6K | 0.00% | +10+0.1% | Added |
| 44 Wealth Management LLC | 7,060 | $412.4K | 0.14% | −371−5.0% | Reduced |
| Fortem Financial Group, LLC | 7,111 | $415.4K | 0.11% | +7,111 | New |
| HBK Sorce Advisory LLC | 6,109 | $416.1K | 0.01% | +30+0.5% | Added |
| Resources Investment Advisors, LLC. | 7,224 | $421.9K | 0.00% | −368−4.8% | Reduced |
| Mather Group, LLC. | 7,254 | $423.7K | 0.00% | −415−5.4% | Reduced |
| Virtus ETF Advisers LLC | 7,292 | $425.9K | 0.20% | +92+1.3% | Added |
| Fund Advisors of America Inc | 7,296 | $426.2K | 0.39% | +7,296 | New |
| J. Safra Sarasin Holding AG | 7,340 | $428.7K | 0.01% | −3,814−34.2% | Reduced |
| Great Lakes Advisors, LLC | 7,346 | $429.1K | 0.00% | +2,141+41.1% | Added |
| Ritholtz Wealth Management | 7,354 | $429.6K | 0.01% | +2,049+38.6% | Added |
| Sagespring Wealth Partners, LLC | 7,376 | $430.9K | 0.01% | +1,280+21.0% | Added |
| Jackson Thornton Asset Management, LLC | 6,994 | $434.6K | 0.04% | +6,994 | New |
| Fifth Third Wealth Advisors LLC | 7,485 | $437.2K | 0.02% | +7,485 | New |
| Ellevest, Inc. | 7,498 | $438.0K | 0.06% | +1,691+29.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,547 | $440.8K | 0.00% | +2,246+42.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,630 | $445.7K | 0.25% | −60−0.8% | Reduced |
| Tema ETFs LLC | 7,665 | $447.7K | 0.03% | −20−0.3% | Reduced |
| Vestcor Inc | 7,673 | $448.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,719 | $450.9K | 0.01% | +187+2.5% | Added |