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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 7,722 | $451.1K | 0.01% | +1,257+19.4% | Added |
| Sheets Smith Wealth Management | 7,741 | $452.2K | 0.05% | +7,741 | New |
| Meeder Asset Management Inc | 7,772 | $454.0K | 0.02% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,816 | $456.5K | 0.03% | +3,267+71.8% | Added |
| IFG Advisory, LLC | 7,891 | $460.9K | 0.02% | −484−5.8% | Reduced |
| Diversified Enterprises, LLC | 7,905 | $461.7K | 0.03% | +7,905 | New |
| 1620 Investment Advisors, Inc. | 7,909 | $462.0K | 0.31% | −5−0.1% | Reduced |
| One Wealth Advisors, LLC | 7,934 | $463.4K | 0.06% | +1,307+19.7% | Added |
| Fort Washington Investment Advisors Inc | 7,982 | $466.2K | 0.00% | +606+8.2% | Added |
| Accurate Wealth Management, LLC | 7,792 | $471.7K | 0.06% | +624+8.7% | Added |
| Advisors Capital Management, LLC | 8,308 | $485.3K | 0.01% | +307+3.8% | Added |
| Smartleaf Asset Management LLC | 8,363 | $493.0K | 0.02% | +1,216+17.0% | Added |
| Lynx Investment Advisory | 8,553 | $499.6K | 0.27% | −53−0.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,700 | $508.2K | 0.24% | +8,700 | New |
| Gallagher Fiduciary Advisors, LLC | 8,735 | $510.2K | 0.02% | +5+0.1% | Added |
| Gladstone Institutional Advisory LLC | 8,737 | $510.4K | 0.02% | −243−2.7% | Reduced |
| Mystic Asset Management, Inc. | 8,802 | $514.1K | 0.12% | +357+4.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,806 | $514.4K | 0.00% | −4,250−32.6% | Reduced |
| Baker Avenue Asset Management, LP | 8,870 | $518.1K | 0.01% | +2,857+47.5% | Added |
| MAI Capital Management | 8,997 | $525.5K | 0.00% | −558−5.8% | Reduced |
| Ballentine Partners, LLC | 9,022 | $527.0K | 0.01% | +51+0.6% | Added |
| Optas, LLC | 9,100 | $531.5K | 0.08% | +9,100 | New |
| Rothschild Investment LLC | 9,157 | $534.9K | 0.03% | +7,721+537.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,178 | $536.1K | 0.03% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 9,216 | $538.3K | 0.19% | +9,216 | New |
| Heartland Bank & Trust Co | 9,279 | $542.0K | 0.23% | −162−1.7% | Reduced |
| Clearstead Advisors, LLC | 9,308 | $543.7K | 0.01% | +6,416+221.9% | Added |
| Warren Averett Asset Management, LLC | 9,323 | $544.6K | 0.00% | +4,062+77.2% | Added |
| Caerus Investment Advisors, LLC | 9,516 | $555.8K | 0.19% | +3,209+50.9% | Added |
| Transcend Wealth Collective, LLC | 9,567 | $558.8K | 0.04% | +1,355+16.5% | Added |
| Concurrent Investment Advisors, LLC | 9,596 | $560.5K | 0.01% | +4,685+95.4% | Added |
| EverSource Wealth Advisors, LLC | 9,607 | $561.2K | 0.02% | +2,823+41.6% | Added |
| New Wave Wealth Advisors LLC | 9,611 | $561.4K | 0.21% | +419+4.6% | Added |
| Sentinus, LLC | 9,908 | $578.7K | 0.06% | +9,908 | New |
| Evoke Wealth, LLC | 9,929 | $580.0K | 0.01% | +1,125+12.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $584.1K | 0.15% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 10,000 | $584.1K | 0.02% | +1,000+11.1% | Added |
| IFP Advisors, Inc | 10,039 | $586.4K | 0.01% | +2,871+40.1% | Added |
| Kestra Private Wealth Services, LLC | 10,040 | $586.4K | 0.01% | +198+2.0% | Added |
| Principal Securities, Inc. | 10,270 | $599.9K | 0.01% | −642−5.9% | Reduced |
| Aptus Capital Advisors, LLC | 10,689 | $624.3K | 0.01% | +1,465+15.9% | Added |
| Compass Wealth Management LLC | 10,750 | $627.9K | 0.16% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,902 | $636.8K | 0.07% | +175+1.6% | Added |
| Commerce Bank | 11,057 | $645.8K | 0.00% | −30−0.3% | Reduced |
| Diversified Trust Co | 11,135 | $650.4K | 0.01% | +23+0.2% | Added |
| Squarepoint Ops LLC | 11,446 | $668.6K | 0.00% | −59−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,447 | $668.6K | 0.04% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 11,459 | $669.3K | 0.44% | +11,459 | New |
| Savvy Advisors, Inc. | 11,593 | $677.2K | 0.02% | +5,978+106.5% | Added |
| Banque Cantonale Vaudoise | 11,653 | $680.0K | 0.02% | −2,844−19.6% | Reduced |
| Quantitative Investment Management, LLC | 11,645 | $680.0K | 0.07% | +11,645 | New |
| Pinnacle Holdings, LLC | 11,657 | $680.9K | 0.23% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,678 | $682.1K | 0.03% | −9,153−43.9% | Reduced |
| Persistent Asset Partners Ltd | 11,696 | $683.2K | 0.33% | +2,604+28.6% | Added |
| SageView Advisory Group, LLC | 11,725 | $684.8K | 0.02% | −1,014−8.0% | Reduced |
| Northern Oak Wealth Management Inc | 11,761 | $687.0K | 0.09% | +11,761 | New |
| V-Square Quantitative Management LLC | 11,995 | $700.6K | 0.07% | −1,307−9.8% | Reduced |
| Laird Norton Trust Company, LLC | 12,005 | $701.2K | 0.01% | +12,005 | New |
| NorthCrest Asset Manangement, LLC | 11,585 | $707.2K | 0.02% | +11,585 | New |
| Winton Group Ltd | 12,167 | $710.7K | 0.02% | −71,206−85.4% | Reduced |
| Belpointe Asset Management LLC | 12,199 | $712.6K | 0.03% | +3,141+34.7% | Added |
| Fortis Capital Advisors, LLC | 12,199 | $712.6K | 0.11% | +3,141+34.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,480 | $729.0K | 0.01% | +12,480 | New |
| Centennial Wealth Advisory LLC | 12,486 | $729.3K | 0.19% | −296−2.3% | Reduced |
| MUFG Securities Americas Inc. | 12,571 | $734.3K | 0.05% | −20−0.2% | Reduced |
| Advisory Services Network, LLC | 12,780 | $746.4K | 0.01% | +2,337+22.4% | Added |
| Everence Capital Management Inc | 12,820 | $749.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 12,752 | $751.7K | 0.05% | +12,752 | New |
| Intech Investment Management LLC | 12,899 | $753.4K | 0.01% | −69,895−84.4% | Reduced |
| Center For Asset Management LLC | 13,045 | $762.0K | 0.40% | −1,785−12.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,175 | $769.5K | 0.00% | +1,558+13.4% | Added |
| Osmosis Investment Management UK Ltd | 13,239 | $773.3K | 0.02% | +13,239 | New |
| Kera Capital Partners, Inc. | 12,372 | $779.2K | 0.10% | +4,544+58.0% | Added |
| Archer Investment Corp | 13,500 | $788.5K | 0.18% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,659 | $791.7K | 0.00% | +1,297+9.7% | Added |
| Inceptionr LLC | 13,643 | $796.9K | 0.22% | +13,643 | New |
| Cresset Asset Management, LLC | 13,672 | $798.6K | 0.00% | +4,394+47.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,722 | $801.5K | 0.01% | −26−0.2% | Reduced |
| Bessemer Group Inc | 13,755 | $803.0K | 0.00% | −3,024−18.0% | Reduced |
| Metis Global Partners, LLC | 13,783 | $805.1K | 0.02% | −840−5.7% | Reduced |
| Greenleaf Trust | 13,995 | $817.4K | 0.01% | −183−1.3% | Reduced |
| Savant Capital, LLC | 14,055 | $821.0K | 0.00% | +2,329+19.9% | Added |
| Wedmont Private Capital | 13,463 | $821.1K | 0.03% | +728+5.7% | Added |
| Kestra Advisory Services, LLC | 14,120 | $824.7K | 0.00% | +141+1.0% | Added |
| Csenge Advisory Group | 14,188 | $828.7K | 0.04% | +12+0.1% | Added |
| Teacher Retirement System of Texas | 14,287 | $834.5K | 0.00% | −91,674−86.5% | Reduced |
| Gotham Asset Management, LLC | 14,288 | $834.6K | 0.00% | +2,365+19.8% | Added |
| Legacy Capital Group California, Inc. | 14,400 | $841.1K | 0.20% | −116−0.8% | Reduced |
| Forum Financial Management, LP | 14,453 | $844.2K | 0.01% | +30.0% | Added |
| D.A. Davidson & Co. | 14,491 | $846.4K | 0.01% | +9,411+185.3% | Added |
| Walleye Capital LLC | 14,666 | $856.6K | 0.00% | +14,666 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,736 | $860.7K | 0.33% | +14,736 | New |
| De Lisle Partners LLP | 14,863 | $868.2K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,738 | $868.8K | 0.01% | −13,555−47.9% | Reduced |
| Brown Advisory Inc | 14,910 | $870.9K | 0.00% | −719−4.6% | Reduced |
| North Dakota State Investment Board | 14,921 | $871.5K | 0.03% | +14,921 | New |
| Simplicity Wealth,LLC | 15,053 | $879.3K | 0.05% | −432−2.8% | Reduced |
| Wealthspire Advisors, LLC | 15,063 | $879.8K | 0.01% | +4,211+38.8% | Added |
| Bluesphere Advisors, LLC | 15,180 | $886.7K | 0.39% | 00.0% | Unchanged |
| Allworth Financial LP | 15,199 | $887.8K | 0.00% | +4,959+48.4% | Added |