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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 24,046 | $1.40M | 0.02% | +4,421+22.5% | Added |
| Covenant Asset Management, LLC | 23,703 | $1.38M | 0.27% | −743−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 23,385 | $1.37M | 0.00% | −3,467−12.9% | Reduced |
| Paradigm Asset Management Co LLC | 23,349 | $1.36M | 0.31% | −1,300−5.3% | Reduced |
| New England Research & Management, Inc. | 23,187 | $1.35M | 0.59% | +1,050+4.7% | Added |
| Tounjian Advisory Partners, LLC | 23,118 | $1.35M | 0.46% | −1,794−7.2% | Reduced |
| Abn Amro Investment Solutions | 22,746 | $1.33M | 0.02% | +16,579+268.8% | Added |
| Highview Capital Management LLC | 22,457 | $1.31M | 0.46% | +37+0.2% | Added |
| Ransom Advisory, Ltd | 22,450 | $1.31M | 0.52% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 22,284 | $1.30M | 0.16% | −15,490−41.0% | Reduced |
| Louisiana State Employees Retirement System | 21,900 | $1.28M | 0.02% | −700−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 20,409 | $1.28M | 0.03% | +6,242+44.1% | Added |
| United Capital Financial Advisers, LLC | 21,693 | $1.27M | 0.01% | +2,210+11.3% | Added |
| Maryland State Retirement & Pension System | 21,678 | $1.27M | 0.03% | −800−3.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,570 | $1.26M | 0.12% | +6,849+46.5% | Added |
| Minerva Advisors LLC | 21,485 | $1.25M | 0.84% | 00.0% | Unchanged |
| Salzhauer Michael | 21,391 | $1.25M | 0.55% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 21,341 | $1.25M | 0.50% | +21,341 | New |
| Strategic Advisors LLC | 21,270 | $1.24M | 0.19% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 21,194 | $1.24M | 0.02% | +21,194 | New |
| Gulf International Bank (UK) Ltd | 21,182 | $1.24M | 0.04% | +56+0.3% | Added |
| Fig Financial Advisory Services Inc | 20,925 | $1.22M | 0.77% | +20,925 | New |
| Aaron Wealth Advisors | 20,885 | $1.22M | 0.07% | +2,958+16.5% | Added |
| Oppenheimer & Co Inc | 20,824 | $1.22M | 0.02% | −539−2.5% | Reduced |
| Pallas Capital Advisors LLC | 20,462 | $1.20M | 0.04% | +6,197+43.4% | Added |
| Romano Brothers and Company | 20,367 | $1.19M | 0.14% | −100−0.5% | Reduced |
| Farther Finance Advisors, LLC | 20,141 | $1.18M | 0.01% | +6,654+49.3% | Added |
| ING Groep NV | 20,059 | $1.17M | 0.01% | −376−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 19,164 | $1.17M | 0.12% | −1,849−8.8% | Reduced |
| Jones Financial Companies LLLP | 19,988 | $1.17M | 0.00% | +567+2.9% | Added |
| M&T Bank Corp | 19,930 | $1.16M | 0.00% | +5,783+40.9% | Added |
| New Mexico Educational Retirement Board | 19,900 | $1.16M | 0.03% | +300+1.5% | Added |
| Canada Post Corp Registered Pension Plan | 19,823 | $1.16M | 0.04% | +11,287+132.2% | Added |
| Steward Partners Investment Advisory, LLC | 19,801 | $1.16M | 0.01% | +1,632+9.0% | Added |
| Clear Harbor Asset Management, LLC | 19,694 | $1.15M | 0.08% | +175+0.9% | Added |
| Fort Sheridan Advisors LLC | 19,646 | $1.15M | 0.15% | 00.0% | Unchanged |
| CSS LLC | 19,550 | $1.14M | 0.06% | −3,337−14.6% | Reduced |
| Vise Technologies, Inc. | 19,415 | $1.13M | 0.02% | +1,766+10.0% | Added |
| Newman Dignan & Sheerar, Inc. | 19,015 | $1.11M | 0.23% | −470−2.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,000 | $1.11M | 0.05% | +19,000 | New |
| GAMMA Investing LLC | 18,588 | $1.09M | 0.05% | +1,429+8.3% | Added |
| Coldstream Capital Management Inc | 18,274 | $1.07M | 0.01% | −12,881−41.3% | Reduced |
| Independent Financial Group, LLC | 18,200 | $1.06M | 0.02% | −274−1.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 18,025 | $1.05M | 0.05% | +18,025 | New |
| Bleakley Financial Group, LLC | 17,935 | $1.05M | 0.02% | +2,158+13.7% | Added |
| Quadrant Capital Group LLC | 17,933 | $1.05M | 0.03% | −235−1.3% | Reduced |
| Royal Palms Capital LLC | 17,610 | $1.03M | 1.22% | +17,610 | New |
| Benjamin Edwards Inc | 17,598 | $1.03M | 0.01% | +2,492+16.5% | Added |
| Tokio Marine Asset Management Co Ltd | 17,550 | $1.03M | 0.04% | +2,182+14.2% | Added |
| William John Sempolinski | 17,518 | $1.02M | 0.50% | +17,518 | New |
| Evolve Private Wealth, LLC | 17,440 | $1.02M | 0.06% | +17,440 | New |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $1.02M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,400 | $1.02M | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 17,329 | $1.01M | 0.09% | +2,846+19.7% | Added |
| Sivia Capital Partners, LLC | 17,298 | $1.01M | 0.20% | +5,282+44.0% | Added |
| XTX Topco Ltd | 17,286 | $1.01M | 0.03% | −55,433−76.2% | Reduced |
| Skopos Labs, Inc. | 17,046 | $1.01M | 0.05% | +8,370+96.5% | Added |
| Elevated Capital Advisors, LLC | 16,783 | $980.3K | 0.23% | −681−3.9% | Reduced |
| WealthTrust Asset Management, LLC | 16,619 | $970.7K | 0.68% | −133−0.8% | Reduced |
| Omers Administration Corp | 16,564 | $967.5K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 16,216 | $947.2K | 0.00% | +467+3.0% | Added |
| Storebrand Asset Management AS | 16,033 | $936.5K | 0.00% | +500+3.2% | Added |
| Empirical Finance, LLC | 15,944 | $931.3K | 0.04% | −695−4.2% | Reduced |
| Vident Advisory, LLC | 15,713 | $917.8K | 0.01% | −1,805−10.3% | Reduced |
| SRS Capital Advisors, Inc. | 15,543 | $907.9K | 0.03% | −264,794−94.5% | Reduced |
| Carl P. Sherr & Co., LLC | 14,358 | $904.3K | 0.40% | −1,567−9.8% | Reduced |
| Pensionmark Financial Group, LLC | 15,338 | $895.9K | 0.01% | +7,143+87.2% | Added |
| Allworth Financial LP | 15,199 | $887.8K | 0.00% | +4,959+48.4% | Added |
| Bluesphere Advisors, LLC | 15,180 | $886.7K | 0.39% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,063 | $879.8K | 0.01% | +4,211+38.8% | Added |
| Simplicity Wealth,LLC | 15,053 | $879.3K | 0.05% | −432−2.8% | Reduced |
| North Dakota State Investment Board | 14,921 | $871.5K | 0.03% | +14,921 | New |
| Brown Advisory Inc | 14,910 | $870.9K | 0.00% | −719−4.6% | Reduced |
| RSM US Wealth Management LLC | 14,738 | $868.8K | 0.01% | −13,555−47.9% | Reduced |
| De Lisle Partners LLP | 14,863 | $868.2K | 0.11% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,736 | $860.7K | 0.33% | +14,736 | New |
| Walleye Capital LLC | 14,666 | $856.6K | 0.00% | +14,666 | New |
| D.A. Davidson & Co. | 14,491 | $846.4K | 0.01% | +9,411+185.3% | Added |
| Forum Financial Management, LP | 14,453 | $844.2K | 0.01% | +30.0% | Added |
| Legacy Capital Group California, Inc. | 14,400 | $841.1K | 0.20% | −116−0.8% | Reduced |
| Gotham Asset Management, LLC | 14,288 | $834.6K | 0.00% | +2,365+19.8% | Added |
| Teacher Retirement System of Texas | 14,287 | $834.5K | 0.00% | −91,674−86.5% | Reduced |
| Csenge Advisory Group | 14,188 | $828.7K | 0.04% | +12+0.1% | Added |
| Kestra Advisory Services, LLC | 14,120 | $824.7K | 0.00% | +141+1.0% | Added |
| Wedmont Private Capital | 13,463 | $821.1K | 0.03% | +728+5.7% | Added |
| Savant Capital, LLC | 14,055 | $821.0K | 0.00% | +2,329+19.9% | Added |
| Greenleaf Trust | 13,995 | $817.4K | 0.01% | −183−1.3% | Reduced |
| Metis Global Partners, LLC | 13,783 | $805.1K | 0.02% | −840−5.7% | Reduced |
| Bessemer Group Inc | 13,755 | $803.0K | 0.00% | −3,024−18.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,722 | $801.5K | 0.01% | −26−0.2% | Reduced |
| Cresset Asset Management, LLC | 13,672 | $798.6K | 0.00% | +4,394+47.4% | Added |
| Inceptionr LLC | 13,643 | $796.9K | 0.22% | +13,643 | New |
| Lido Advisors, LLC | 14,659 | $791.7K | 0.00% | +1,297+9.7% | Added |
| Archer Investment Corp | 13,500 | $788.5K | 0.18% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 12,372 | $779.2K | 0.10% | +4,544+58.0% | Added |
| Osmosis Investment Management UK Ltd | 13,239 | $773.3K | 0.02% | +13,239 | New |
| Envestnet Portfolio Solutions, Inc. | 13,175 | $769.5K | 0.00% | +1,558+13.4% | Added |
| Center For Asset Management LLC | 13,045 | $762.0K | 0.40% | −1,785−12.0% | Reduced |
| Intech Investment Management LLC | 12,899 | $753.4K | 0.01% | −69,895−84.4% | Reduced |
| Silver Oak Securities, Inc | 12,752 | $751.7K | 0.05% | +12,752 | New |