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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 12,820 | $749.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,780 | $746.4K | 0.01% | +2,337+22.4% | Added |
| MUFG Securities Americas Inc. | 12,571 | $734.3K | 0.05% | −20−0.2% | Reduced |
| Centennial Wealth Advisory LLC | 12,486 | $729.3K | 0.19% | −296−2.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,480 | $729.0K | 0.01% | +12,480 | New |
| 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 |
| Winton Group Ltd | 12,167 | $710.7K | 0.02% | −71,206−85.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,585 | $707.2K | 0.02% | +11,585 | New |
| Laird Norton Trust Company, LLC | 12,005 | $701.2K | 0.01% | +12,005 | New |
| V-Square Quantitative Management LLC | 11,995 | $700.6K | 0.07% | −1,307−9.8% | Reduced |
| Northern Oak Wealth Management Inc | 11,761 | $687.0K | 0.09% | +11,761 | New |
| SageView Advisory Group, LLC | 11,725 | $684.8K | 0.02% | −1,014−8.0% | Reduced |
| Persistent Asset Partners Ltd | 11,696 | $683.2K | 0.33% | +2,604+28.6% | Added |
| Securian Asset Management, Inc | 11,678 | $682.1K | 0.03% | −9,153−43.9% | Reduced |
| Pinnacle Holdings, LLC | 11,657 | $680.9K | 0.23% | 00.0% | Unchanged |
| 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 |
| Savvy Advisors, Inc. | 11,593 | $677.2K | 0.02% | +5,978+106.5% | Added |
| Affinity Investment Advisors, LLC | 11,459 | $669.3K | 0.44% | +11,459 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,447 | $668.6K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,446 | $668.6K | 0.00% | −59−0.5% | Reduced |
| Diversified Trust Co | 11,135 | $650.4K | 0.01% | +23+0.2% | Added |
| Commerce Bank | 11,057 | $645.8K | 0.00% | −30−0.3% | Reduced |
| Inscription Capital, LLC | 10,902 | $636.8K | 0.07% | +175+1.6% | Added |
| Compass Wealth Management LLC | 10,750 | $627.9K | 0.16% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,689 | $624.3K | 0.01% | +1,465+15.9% | Added |
| Principal Securities, Inc. | 10,270 | $599.9K | 0.01% | −642−5.9% | Reduced |
| Kestra Private Wealth Services, LLC | 10,040 | $586.4K | 0.01% | +198+2.0% | Added |
| IFP Advisors, Inc | 10,039 | $586.4K | 0.01% | +2,871+40.1% | 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 |
| Evoke Wealth, LLC | 9,929 | $580.0K | 0.01% | +1,125+12.8% | Added |
| Sentinus, LLC | 9,908 | $578.7K | 0.06% | +9,908 | New |
| New Wave Wealth Advisors LLC | 9,611 | $561.4K | 0.21% | +419+4.6% | Added |
| EverSource Wealth Advisors, LLC | 9,607 | $561.2K | 0.02% | +2,823+41.6% | Added |
| Concurrent Investment Advisors, LLC | 9,596 | $560.5K | 0.01% | +4,685+95.4% | Added |
| Transcend Wealth Collective, LLC | 9,567 | $558.8K | 0.04% | +1,355+16.5% | Added |
| Caerus Investment Advisors, LLC | 9,516 | $555.8K | 0.19% | +3,209+50.9% | Added |
| Warren Averett Asset Management, LLC | 9,323 | $544.6K | 0.00% | +4,062+77.2% | Added |
| Clearstead Advisors, LLC | 9,308 | $543.7K | 0.01% | +6,416+221.9% | Added |
| Heartland Bank & Trust Co | 9,279 | $542.0K | 0.23% | −162−1.7% | Reduced |
| Sagewood Asset Management LP | 9,216 | $538.3K | 0.19% | +9,216 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,178 | $536.1K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9,157 | $534.9K | 0.03% | +7,721+537.7% | Added |
| Optas, LLC | 9,100 | $531.5K | 0.08% | +9,100 | New |
| Ballentine Partners, LLC | 9,022 | $527.0K | 0.01% | +51+0.6% | Added |
| MAI Capital Management | 8,997 | $525.5K | 0.00% | −558−5.8% | Reduced |
| Baker Avenue Asset Management, LP | 8,870 | $518.1K | 0.01% | +2,857+47.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,806 | $514.4K | 0.00% | −4,250−32.6% | Reduced |
| Mystic Asset Management, Inc. | 8,802 | $514.1K | 0.12% | +357+4.2% | Added |
| Gladstone Institutional Advisory LLC | 8,737 | $510.4K | 0.02% | −243−2.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,735 | $510.2K | 0.02% | +5+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 8,700 | $508.2K | 0.24% | +8,700 | New |
| Lynx Investment Advisory | 8,553 | $499.6K | 0.27% | −53−0.6% | Reduced |
| Smartleaf Asset Management LLC | 8,363 | $493.0K | 0.02% | +1,216+17.0% | Added |
| Advisors Capital Management, LLC | 8,308 | $485.3K | 0.01% | +307+3.8% | Added |
| Accurate Wealth Management, LLC | 7,792 | $471.7K | 0.06% | +624+8.7% | Added |
| Fort Washington Investment Advisors Inc | 7,982 | $466.2K | 0.00% | +606+8.2% | Added |
| One Wealth Advisors, LLC | 7,934 | $463.4K | 0.06% | +1,307+19.7% | Added |
| 1620 Investment Advisors, Inc. | 7,909 | $462.0K | 0.31% | −5−0.1% | Reduced |
| Diversified Enterprises, LLC | 7,905 | $461.7K | 0.03% | +7,905 | New |
| IFG Advisory, LLC | 7,891 | $460.9K | 0.02% | −484−5.8% | Reduced |
| Waddell & Associates, LLC | 7,816 | $456.5K | 0.03% | +3,267+71.8% | Added |
| Meeder Asset Management Inc | 7,772 | $454.0K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,741 | $452.2K | 0.05% | +7,741 | New |
| Perigon Wealth Management, LLC | 7,722 | $451.1K | 0.01% | +1,257+19.4% | Added |
| Summit Financial, LLC | 7,719 | $450.9K | 0.01% | +187+2.5% | Added |
| Vestcor Inc | 7,673 | $448.0K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 7,665 | $447.7K | 0.03% | −20−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,630 | $445.7K | 0.25% | −60−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,547 | $440.8K | 0.00% | +2,246+42.4% | Added |
| Ellevest, Inc. | 7,498 | $438.0K | 0.06% | +1,691+29.1% | Added |
| Fifth Third Wealth Advisors LLC | 7,485 | $437.2K | 0.02% | +7,485 | New |
| Jackson Thornton Asset Management, LLC | 6,994 | $434.6K | 0.04% | +6,994 | New |
| Sagespring Wealth Partners, LLC | 7,376 | $430.9K | 0.01% | +1,280+21.0% | Added |
| Ritholtz Wealth Management | 7,354 | $429.6K | 0.01% | +2,049+38.6% | Added |
| Great Lakes Advisors, LLC | 7,346 | $429.1K | 0.00% | +2,141+41.1% | Added |
| J. Safra Sarasin Holding AG | 7,340 | $428.7K | 0.01% | −3,814−34.2% | Reduced |
| Fund Advisors of America Inc | 7,296 | $426.2K | 0.39% | +7,296 | New |
| Virtus ETF Advisers LLC | 7,292 | $425.9K | 0.20% | +92+1.3% | Added |
| Mather Group, LLC. | 7,254 | $423.7K | 0.00% | −415−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 7,224 | $421.9K | 0.00% | −368−4.8% | Reduced |
| HBK Sorce Advisory LLC | 6,109 | $416.1K | 0.01% | +30+0.5% | Added |
| Fortem Financial Group, LLC | 7,111 | $415.4K | 0.11% | +7,111 | New |
| 44 Wealth Management LLC | 7,060 | $412.4K | 0.14% | −371−5.0% | Reduced |
| Equitable Holdings, Inc. | 6,962 | $406.6K | 0.00% | +10+0.1% | Added |
| Fox Run Management, L.L.C. | 6,942 | $405.5K | 0.06% | +6,942 | New |
| CX Institutional | 6,937 | $405.0K | 0.01% | +324+4.9% | Added |
| TCW Group Inc | 6,911 | $403.7K | 0.00% | +6,911 | New |
| Continuum Advisory, LLC | 6,838 | $399.4K | 0.04% | −459−6.3% | Reduced |
| Brookstone Capital Management | 6,821 | $398.4K | 0.00% | −617−8.3% | Reduced |
| Penserra Capital Management LLC | 6,799 | $396.0K | 0.00% | −11,086−62.0% | Reduced |
| Jump Financial, LLC | 6,741 | $393.7K | 0.00% | +6,741 | New |
| Polymer Capital Management (US) LLC | 6,627 | $387.1K | 0.05% | −557−7.8% | Reduced |
| Sym Financial Corp | 6,618 | $386.6K | 0.04% | +668+11.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,600 | $385.5K | 0.01% | +6,600 | New |
| Tower Research Capital LLC (TRC) | 6,573 | $383.9K | 0.01% | +637+10.7% | Added |
| Gilbert & Cook, Inc. | 6,559 | $383.1K | 0.05% | +129+2.0% | Added |
| International Private Wealth Advisors LLC | 6,541 | $382.1K | 0.24% | −263−3.9% | Reduced |