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 | 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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 50,931 | $2.97M | 0.04% | +3,818+8.1% | Added |
| OP Asset Management Ltd | 50,636 | $2.96M | 0.04% | −120.0% | Reduced |
| Yousif Capital Management, LLC | 48,830 | $2.92M | 0.03% | −3,829−7.3% | Reduced |
| Sanctuary Advisors, LLC | 49,600 | $2.90M | 0.02% | +7,863+18.8% | Added |
| Oak Thistle LLC | 49,485 | $2.89M | 0.40% | +49,485 | New |
| Oregon Public Employees Retirement Fund | 49,108 | $2.87M | 0.04% | −200−0.4% | Reduced |
| StoneX Group Inc. | 48,726 | $2.85M | 0.12% | +693+1.4% | Added |
| Entropy Technologies, LP | 48,385 | $2.83M | 0.15% | +12,214+33.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,116 | $2.75M | 0.02% | +65+0.1% | Added |
| Pier 88 Investment Partners LLC | 47,100 | $2.75M | 0.61% | +47,100 | New |
| Tredje AP-fonden | 46,991 | $2.74M | 0.02% | +11,790+33.5% | Added |
| Merit Financial Group, LLC | 46,522 | $2.72M | 0.02% | +14,063+43.3% | Added |
| Capital Analysts, LLC | 46,266 | $2.70M | 0.07% | +1,033+2.3% | Added |
| First Manhattan Co | 46,204 | $2.70M | 0.01% | −1,168−2.5% | Reduced |
| Mutual of America Capital Management LLC | 46,119 | $2.69M | 0.03% | −639−1.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,088 | $2.69M | 0.15% | 00.0% | Unchanged |
| Rational Advisors LLC | 45,100 | $2.63M | 0.27% | +45,100 | New |
| Summit Trail Advisors, LLC | 44,804 | $2.62M | 0.05% | −451−1.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 44,724 | $2.61M | 0.29% | +44,724 | New |
| Sequoia Financial Advisors, LLC | 44,558 | $2.60M | 0.01% | +7,717+20.9% | Added |
| Vista Investment Partners II, LLC | 44,338 | $2.59M | 1.12% | +44,338 | New |
| Cambridge Investment Research Advisors, Inc. | 44,066 | $2.57M | 0.01% | −2,197−4.7% | Reduced |
| Wellington Shields Capital Management, LLC | 44,000 | $2.57M | 0.37% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 43,792 | $2.56M | 0.06% | +33,802+338.4% | Added |
| iA Global Asset Management Inc. | 43,316 | $2.53M | 0.03% | +11,405+35.7% | Added |
| Intrust Bank NA | 43,216 | $2.52M | 0.21% | +1,952+4.7% | Added |
| Old Port Advisors | 42,929 | $2.51M | 0.62% | +864+2.1% | Added |
| Pacer Advisors, Inc. | 42,830 | $2.50M | 0.01% | −22,808−34.7% | Reduced |
| State of Alaska, Department of Revenue | 42,669 | $2.49M | 0.03% | −3,780−8.1% | Reduced |
| Keybank National Association | 42,631 | $2.49M | 0.01% | −11,073−20.6% | Reduced |
| Venture Visionary Partners LLC | 42,554 | $2.49M | 0.08% | +3,195+8.1% | Added |
| Handelsbanken Fonder AB | 42,309 | $2.47M | 0.01% | +8,986+27.0% | Added |
| Hantz Financial Services, Inc. | 42,131 | $2.46M | 0.04% | −1,343−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 41,794 | $2.44M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 41,510 | $2.42M | 0.01% | +2,573+6.6% | Added |
| Dynamic Advisor Solutions LLC | 41,288 | $2.41M | 0.08% | +41,288 | New |
| Private Management Group Inc | 40,565 | $2.37M | 0.07% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 39,829 | $2.33M | 1.04% | −818−2.0% | Reduced |
| Trust Investment Advisors | 38,524 | $2.25M | 1.20% | +2,972+8.4% | Added |
| Graham Capital Management, L.P. | 38,407 | $2.24M | 0.08% | +38,407 | New |
| Aquatic Capital Management LLC | 37,951 | $2.22M | 0.06% | +37,951 | New |
| PEAK6 LLC | 37,813 | $2.21M | 0.06% | +8,520+29.1% | Added |
| Arvest Bank Trust Division | 36,847 | $2.15M | 0.12% | −13,597−27.0% | Reduced |
| Meridian Wealth Management, LLC | 36,147 | $2.11M | 0.07% | +36,147 | New |
| Lee Financial Co | 35,759 | $2.09M | 0.28% | +516+1.5% | Added |
| Avanza Fonder AB | 35,231 | $2.06M | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 35,104 | $2.05M | 0.22% | +20,009+132.6% | Added |
| Fiduciary Trust Co | 34,271 | $2.00M | 0.02% | +1,928+6.0% | Added |
| Commerzbank Aktiengesellschaft | 34,064 | $1.99M | 0.04% | −3,040−8.2% | Reduced |
| Moore Capital Management, LP | 34,000 | $1.99M | 0.04% | −102,000−75.0% | Reduced |
| Wellington Shields & Co., LLC | 34,000 | $1.99M | 0.49% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 33,625 | $1.96M | 0.00% | −154,438−82.1% | Reduced |
| Davenport & Co LLC | 33,448 | $1.95M | 0.01% | +36+0.1% | Added |
| Integrated Wealth Concepts LLC | 33,160 | $1.94M | 0.02% | +2,394+7.8% | Added |
| Strategic Investment Advisors | 33,005 | $1.93M | 0.17% | −1,593−4.6% | Reduced |
| PMC FIG Opportunities LLC | 32,744 | $1.91M | 3.00% | +4,462+15.8% | Added |
| Portfolio Design Labs, LLC | 32,411 | $1.89M | 0.31% | +2,671+9.0% | Added |
| Allstate Corp | 32,168 | $1.88M | 0.03% | +16,361+103.5% | Added |
| US Bancorp | 32,005 | $1.87M | 0.00% | −1,249−3.8% | Reduced |
| Ameritas Advisory Services, LLC | 31,473 | $1.84M | 0.07% | +31,473 | New |
| Atria Investments LLC | 31,298 | $1.83M | 0.02% | −2,017−6.1% | Reduced |
| Groupama Asset Managment | 31,285 | $1.83M | 0.03% | −3,245−9.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,079 | $1.82M | 0.01% | +5,450+21.3% | Added |
| QRG Capital Management, Inc. | 30,627 | $1.79M | 0.02% | +4,980+19.4% | Added |
| Fifth Third Bancorp | 30,035 | $1.75M | 0.01% | −232−0.8% | Reduced |
| BTG Pactual Asset Management US LLC | 29,958 | $1.75M | 0.19% | +18,355+158.2% | Added |
| HB Wealth Management, LLC | 29,917 | $1.75M | 0.01% | +6,034+25.3% | Added |
| Sterling Investment Counsel, LLC | 31,925 | $1.73M | 0.50% | +8,953+39.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,495 | $1.72M | 0.02% | −582−1.9% | Reduced |
| Investment Management Corp of Ontario | 29,134 | $1.70M | 0.02% | +8,804+43.3% | Added |
| Mizuho Securities USA LLC | 31,272 | $1.69M | 0.03% | −145−0.5% | Reduced |
| Glenmede Trust Co NA | 28,567 | $1.67M | 0.01% | +28,567 | New |
| Paragon Capital Management Inc | 27,661 | $1.62M | 1.25% | +27,661 | New |
| Hager Investment Management Services, LLC | 27,371 | $1.60M | 0.87% | +6,047+28.4% | Added |
| Prosperity Consulting Group, LLC | 27,353 | $1.60M | 0.07% | −659−2.4% | Reduced |
| Kentucky Retirement Systems | 27,310 | $1.60M | 0.04% | 00.0% | Unchanged |
| Krilogy Financial LLC | 25,331 | $1.58M | 0.05% | +2,351+10.2% | Added |
| Paradigm Financial Partners, LLC | 26,930 | $1.57M | 0.16% | −2,995−10.0% | Reduced |
| Essential Partners LLC | 26,775 | $1.56M | 0.48% | +4,391+19.6% | Added |
| Buckingham Strategic Partners | 26,624 | $1.56M | 0.02% | +10,798+68.2% | Added |
| Northwestern Mutual Wealth Management Co | 26,593 | $1.55M | 0.00% | −382−1.4% | Reduced |
| CAPROCK Group, Inc. | 26,494 | $1.55M | 0.03% | +1,065+4.2% | Added |
| Callan Family Office, LLC | 26,378 | $1.54M | 0.03% | +19,046+259.8% | Added |
| Meeder Advisory Services, Inc. | 26,203 | $1.53M | 0.07% | +3,067+13.3% | Added |
| ISAM Funds (UK) Ltd | 26,171 | $1.53M | 0.55% | +26,171 | New |
| Norinchukin Bank, The | 26,148 | $1.53M | 0.02% | +1,519+6.2% | Added |
| Arvest Investments, Inc. | 26,115 | $1.53M | 0.21% | −11,558−30.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26,063 | $1.52M | 0.38% | −100−0.4% | Reduced |
| EFG International AG | 25,976 | $1.52M | 0.03% | +25,976 | New |
| Apollon Wealth Management, LLC | 25,953 | $1.52M | 0.03% | +6,439+33.0% | Added |
| Thrivent Financial for Lutherans | 25,530 | $1.49M | 0.00% | +3,170+14.2% | Added |
| Donoghue Forlines LLC | 25,451 | $1.49M | 0.46% | −45,186−64.0% | Reduced |
| Sterling Capital Management LLC | 25,448 | $1.49M | 0.02% | −1,447−5.4% | Reduced |
| AlTi Global, Inc. | 25,423 | $1.48M | 0.03% | +93+0.4% | Added |
| ASR Vermogensbeheer N.V. | 25,176 | $1.47M | 0.02% | −149−0.6% | Reduced |
| Greenwood Capital Associates LLC | 25,104 | $1.47M | 0.16% | +25,104 | New |
| Staley Capital Advisers Inc | 25,000 | $1.46M | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 24,923 | $1.46M | 0.07% | +5,152+26.1% | Added |
| Hartford Investment Management Co | 24,696 | $1.44M | 0.04% | −527−2.1% | Reduced |
| Global Retirement Partners, LLC | 24,673 | $1.44M | 0.03% | +21,076+585.9% | Added |