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
- +119 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
- 65
- 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 | 861 | $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 |
|---|---|---|---|---|---|
| Clark Wealth Partners | 65 | $3.80K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 62 | $3.62K | 0.00% | +62 | New |
| TFC Financial Management | 61 | $3.56K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 58 | $3.39K | 0.00% | +58 | New |
| JNBA Financial Advisors | 58 | $3.39K | 0.00% | +58 | New |
| Wealth Watch Advisors, INC | 57 | $3.33K | 0.00% | +44+338.5% | Added |
| ZRC Wealth Management, LLC | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 53 | $3.10K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 53 | $3.08K | 0.00% | −69−56.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 52 | $3.04K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 52 | $3.04K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $2.92K | 0.00% | +50 | New |
| Principia Wealth Advisory, LLC | 49 | $2.86K | 0.00% | −3−5.8% | Reduced |
| Raffa Wealth Management, LLC | 49 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $2.80K | 0.00% | +4+9.1% | Added |
| Cornerstone Financial Management LLC | 48 | $2.80K | 0.00% | +48 | New |
| High Note Wealth, LLC | 47 | $2.75K | 0.00% | +3+6.8% | Added |
| S&T Bank | 46 | $2.69K | 0.00% | −120−72.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 45 | $2.63K | 0.00% | +17+60.7% | Added |
| Sachetta, LLC | 44 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $2.57K | 0.00% | +8+22.2% | Added |
| Center for Financial Planning, Inc. | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $2.34K | 0.00% | +15+60.0% | Added |
| Hughes Financial Services, LLC | 40 | $2.34K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 38 | $2.22K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $2.22K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 35 | $2.06K | 0.00% | +35 | New |
| Aspect Partners, LLC | 35 | $2.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 26 | $1.52K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 22 | $1.29K | 0.00% | +22 | New |
| Quattro Advisors LLC | 19 | $1.11K | 0.00% | +19 | New |
| Cherry Tree Wealth Management, LLC | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | −5,412−99.8% | Reduced |
| Coston, McIsaac & Partners | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $993 | 0.00% | +2+13.3% | Added |
| Country Trust Bank | 16 | $935 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 16 | $931 | 0.00% | +16 | New |
| Investors Portfolio Services LLC | 16 | $910 | 0.00% | +16 | New |
| United Community Bank | 14 | $818 | 0.00% | −18−56.3% | Reduced |
| IMG Wealth Management, Inc. | 14 | $818 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 13 | $759 | 0.00% | +3+30.0% | Added |
| Signature Equity Partners, LLC | 13 | $759 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 12 | $707 | 0.00% | −13−52.0% | Reduced |
| Redwood Park Advisors LLC | 12 | $701 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 12 | $701 | 0.00% | +12 | New |
| Truvestments Capital LLC | 12 | $701 | 0.00% | +12 | New |
| Westfuller Advisors, LLC | 12 | $701 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $643 | 0.00% | −22−66.7% | Reduced |
| Chilton Capital Management LLC | 11 | $643 | 0.00% | +11 | New |
| SHP Wealth Management | 11 | $643 | 0.00% | +11 | New |
| Winnow Wealth LLC | 10 | $590 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $585 | 0.00% | +1+11.1% | Added |
| Westside Investment Management, Inc. | 10 | $584 | 0.00% | +10 | New |
| Luken Investment Analytics, LLC | 10 | $584 | 0.00% | +10 | New |
| Essential Investment Partners LLC | 10 | $584 | 0.00% | +10 | New |
| Strive Financial Group ,LLC | 9 | $526 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 8 | $468 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 8 | $468 | 0.00% | +8 | New |
| ROSS\JOHNSON & Associates LLC | 7 | $409 | 0.01% | +7 | New |
| Aventura Private Wealth, LLC | 5 | $292 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 310 | $57 | 0.00% | −30−8.8% | Reduced |
| Shellback Capital, LP | 0 | $0 | 0.00% | −1,310,640−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −906,717−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −489,979−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −319,000−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −298,634−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −141,034−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −124,628−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −105,336−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −66,351−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −47,640−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −44,910−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −39,607−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −37,139−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −36,761−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −29,945−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −24,930−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −24,378−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −17,663−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,480−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −16,864−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −15,702−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −12,668−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −11,738−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −11,216−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,070−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,891−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −10,727−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −9,857−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,501−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −8,424−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −7,990−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |