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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 15,338 | $895.9K | 0.01% | +7,143+87.2% | Added |
| Carl P. Sherr & Co., LLC | 14,358 | $904.3K | 0.40% | −1,567−9.8% | Reduced |
| SRS Capital Advisors, Inc. | 15,543 | $907.9K | 0.03% | −264,794−94.5% | Reduced |
| Vident Advisory, LLC | 15,713 | $917.8K | 0.01% | −1,805−10.3% | Reduced |
| Empirical Finance, LLC | 15,944 | $931.3K | 0.04% | −695−4.2% | Reduced |
| Storebrand Asset Management AS | 16,033 | $936.5K | 0.00% | +500+3.2% | Added |
| Blair William & Co | 16,216 | $947.2K | 0.00% | +467+3.0% | Added |
| Omers Administration Corp | 16,564 | $967.5K | 0.01% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 16,619 | $970.7K | 0.68% | −133−0.8% | Reduced |
| Elevated Capital Advisors, LLC | 16,783 | $980.3K | 0.23% | −681−3.9% | Reduced |
| Skopos Labs, Inc. | 17,046 | $1.01M | 0.05% | +8,370+96.5% | Added |
| XTX Topco Ltd | 17,286 | $1.01M | 0.03% | −55,433−76.2% | Reduced |
| Sivia Capital Partners, LLC | 17,298 | $1.01M | 0.20% | +5,282+44.0% | Added |
| Everhart Financial Group, Inc. | 17,329 | $1.01M | 0.09% | +2,846+19.7% | Added |
| E. Ohman J:or Asset Management AB | 17,400 | $1.02M | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $1.02M | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 17,440 | $1.02M | 0.06% | +17,440 | New |
| William John Sempolinski | 17,518 | $1.02M | 0.50% | +17,518 | New |
| Tokio Marine Asset Management Co Ltd | 17,550 | $1.03M | 0.04% | +2,182+14.2% | Added |
| Benjamin Edwards Inc | 17,598 | $1.03M | 0.01% | +2,492+16.5% | Added |
| Royal Palms Capital LLC | 17,610 | $1.03M | 1.22% | +17,610 | New |
| Quadrant Capital Group LLC | 17,933 | $1.05M | 0.03% | −235−1.3% | Reduced |
| Bleakley Financial Group, LLC | 17,935 | $1.05M | 0.02% | +2,158+13.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,025 | $1.05M | 0.05% | +18,025 | New |
| Independent Financial Group, LLC | 18,200 | $1.06M | 0.02% | −274−1.5% | Reduced |
| Coldstream Capital Management Inc | 18,274 | $1.07M | 0.01% | −12,881−41.3% | Reduced |
| GAMMA Investing LLC | 18,588 | $1.09M | 0.05% | +1,429+8.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,000 | $1.11M | 0.05% | +19,000 | New |
| Newman Dignan & Sheerar, Inc. | 19,015 | $1.11M | 0.23% | −470−2.4% | Reduced |
| Vise Technologies, Inc. | 19,415 | $1.13M | 0.02% | +1,766+10.0% | Added |
| CSS LLC | 19,550 | $1.14M | 0.06% | −3,337−14.6% | Reduced |
| Fort Sheridan Advisors LLC | 19,646 | $1.15M | 0.15% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 19,694 | $1.15M | 0.08% | +175+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 19,801 | $1.16M | 0.01% | +1,632+9.0% | Added |
| Canada Post Corp Registered Pension Plan | 19,823 | $1.16M | 0.04% | +11,287+132.2% | Added |
| New Mexico Educational Retirement Board | 19,900 | $1.16M | 0.03% | +300+1.5% | Added |
| M&T Bank Corp | 19,930 | $1.16M | 0.00% | +5,783+40.9% | Added |
| Jones Financial Companies LLLP | 19,988 | $1.17M | 0.00% | +567+2.9% | Added |
| SeaCrest Wealth Management, LLC | 19,164 | $1.17M | 0.12% | −1,849−8.8% | Reduced |
| ING Groep NV | 20,059 | $1.17M | 0.01% | −376−1.8% | Reduced |
| Farther Finance Advisors, LLC | 20,141 | $1.18M | 0.01% | +6,654+49.3% | Added |
| Romano Brothers and Company | 20,367 | $1.19M | 0.14% | −100−0.5% | Reduced |
| Pallas Capital Advisors LLC | 20,462 | $1.20M | 0.04% | +6,197+43.4% | Added |
| Oppenheimer & Co Inc | 20,824 | $1.22M | 0.02% | −539−2.5% | Reduced |
| Aaron Wealth Advisors | 20,885 | $1.22M | 0.07% | +2,958+16.5% | Added |
| Fig Financial Advisory Services Inc | 20,925 | $1.22M | 0.77% | +20,925 | New |
| Gulf International Bank (UK) Ltd | 21,182 | $1.24M | 0.04% | +56+0.3% | Added |
| RMB Capital Management, LLC | 21,194 | $1.24M | 0.02% | +21,194 | New |
| Strategic Advisors LLC | 21,270 | $1.24M | 0.19% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 21,341 | $1.25M | 0.50% | +21,341 | New |
| Salzhauer Michael | 21,391 | $1.25M | 0.55% | 00.0% | Unchanged |
| Minerva Advisors LLC | 21,485 | $1.25M | 0.84% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 21,570 | $1.26M | 0.12% | +6,849+46.5% | Added |
| Maryland State Retirement & Pension System | 21,678 | $1.27M | 0.03% | −800−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 21,693 | $1.27M | 0.01% | +2,210+11.3% | Added |
| Chicago Partners Investment Group LLC | 20,409 | $1.28M | 0.03% | +6,242+44.1% | Added |
| Louisiana State Employees Retirement System | 21,900 | $1.28M | 0.02% | −700−3.1% | Reduced |
| Brookwood Investment Group LLC | 22,284 | $1.30M | 0.16% | −15,490−41.0% | Reduced |
| Ransom Advisory, Ltd | 22,450 | $1.31M | 0.52% | 00.0% | Unchanged |
| Highview Capital Management LLC | 22,457 | $1.31M | 0.46% | +37+0.2% | Added |
| Abn Amro Investment Solutions | 22,746 | $1.33M | 0.02% | +16,579+268.8% | Added |
| Tounjian Advisory Partners, LLC | 23,118 | $1.35M | 0.46% | −1,794−7.2% | Reduced |
| New England Research & Management, Inc. | 23,187 | $1.35M | 0.59% | +1,050+4.7% | Added |
| Paradigm Asset Management Co LLC | 23,349 | $1.36M | 0.31% | −1,300−5.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 23,385 | $1.37M | 0.00% | −3,467−12.9% | Reduced |
| Covenant Asset Management, LLC | 23,703 | $1.38M | 0.27% | −743−3.0% | Reduced |
| Pinnacle Associates Ltd | 24,046 | $1.40M | 0.02% | +4,421+22.5% | Added |
| Global Retirement Partners, LLC | 24,673 | $1.44M | 0.03% | +21,076+585.9% | Added |
| Hartford Investment Management Co | 24,696 | $1.44M | 0.04% | −527−2.1% | Reduced |
| Syon Capital LLC | 24,923 | $1.46M | 0.07% | +5,152+26.1% | Added |
| Staley Capital Advisers Inc | 25,000 | $1.46M | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 25,104 | $1.47M | 0.16% | +25,104 | New |
| ASR Vermogensbeheer N.V. | 25,176 | $1.47M | 0.02% | −149−0.6% | Reduced |
| AlTi Global, Inc. | 25,423 | $1.48M | 0.03% | +93+0.4% | Added |
| Sterling Capital Management LLC | 25,448 | $1.49M | 0.02% | −1,447−5.4% | Reduced |
| Donoghue Forlines LLC | 25,451 | $1.49M | 0.46% | −45,186−64.0% | Reduced |
| Thrivent Financial for Lutherans | 25,530 | $1.49M | 0.00% | +3,170+14.2% | Added |
| Apollon Wealth Management, LLC | 25,953 | $1.52M | 0.03% | +6,439+33.0% | Added |
| EFG International AG | 25,976 | $1.52M | 0.03% | +25,976 | New |
| Brown, Lisle/Cummings, Inc. | 26,063 | $1.52M | 0.38% | −100−0.4% | Reduced |
| Arvest Investments, Inc. | 26,115 | $1.53M | 0.21% | −11,558−30.7% | Reduced |
| Norinchukin Bank, The | 26,148 | $1.53M | 0.02% | +1,519+6.2% | Added |
| ISAM Funds (UK) Ltd | 26,171 | $1.53M | 0.55% | +26,171 | New |
| Meeder Advisory Services, Inc. | 26,203 | $1.53M | 0.07% | +3,067+13.3% | Added |
| Callan Family Office, LLC | 26,378 | $1.54M | 0.03% | +19,046+259.8% | Added |
| CAPROCK Group, Inc. | 26,494 | $1.55M | 0.03% | +1,065+4.2% | Added |
| Northwestern Mutual Wealth Management Co | 26,593 | $1.55M | 0.00% | −382−1.4% | Reduced |
| Buckingham Strategic Partners | 26,624 | $1.56M | 0.02% | +10,798+68.2% | Added |
| Essential Partners LLC | 26,775 | $1.56M | 0.48% | +4,391+19.6% | Added |
| Paradigm Financial Partners, LLC | 26,930 | $1.57M | 0.16% | −2,995−10.0% | Reduced |
| Krilogy Financial LLC | 25,331 | $1.58M | 0.05% | +2,351+10.2% | Added |
| Kentucky Retirement Systems | 27,310 | $1.60M | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 27,353 | $1.60M | 0.07% | −659−2.4% | Reduced |
| Hager Investment Management Services, LLC | 27,371 | $1.60M | 0.87% | +6,047+28.4% | Added |
| Paragon Capital Management Inc | 27,661 | $1.62M | 1.25% | +27,661 | New |
| Glenmede Trust Co NA | 28,567 | $1.67M | 0.01% | +28,567 | New |
| Mizuho Securities USA LLC | 31,272 | $1.69M | 0.03% | −145−0.5% | Reduced |
| Investment Management Corp of Ontario | 29,134 | $1.70M | 0.02% | +8,804+43.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,495 | $1.72M | 0.02% | −582−1.9% | Reduced |
| Sterling Investment Counsel, LLC | 31,925 | $1.73M | 0.50% | +8,953+39.0% | Added |