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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 6,534 | $381.7K | 0.01% | −1,287−16.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,529 | $381.4K | 0.01% | +6,529 | New |
| Kingswood Wealth Advisors, LLC | 6,525 | $381.1K | 0.02% | +362+5.9% | Added |
| Sandro Wealth Management LLC | 6,479 | $378.4K | 0.31% | +6,479 | New |
| Klingenstein Fields & Co LP | 6,402 | $373.9K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,371 | $372.1K | 0.09% | −271−4.1% | Reduced |
| Whittier Trust Co | 5,981 | $371.7K | 0.00% | −447−7.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,359 | $371.4K | 0.01% | −90−1.4% | Reduced |
| Essex Financial Services, Inc. | 6,335 | $370.0K | 0.02% | +1,718+37.2% | Added |
| Moors & Cabot, Inc. | 6,317 | $369.0K | 0.02% | +106+1.7% | Added |
| Fidelis Capital Partners, LLC | 6,266 | $366.0K | 0.03% | +52+0.8% | Added |
| Picton Mahoney Asset Management | 6,261 | $365.7K | 0.00% | +6,261 | New |
| CIBC Private Wealth Group, LLC | 6,252 | $365.2K | 0.00% | +878+16.3% | Added |
| Versant Capital Management, Inc | 6,238 | $364.4K | 0.05% | +1,417+29.4% | Added |
| waypoint wealth counsel | 6,207 | $362.5K | 0.13% | +763+14.0% | Added |
| Lincoln Capital Corp | 6,180 | $361.0K | 0.13% | +52+0.8% | Added |
| Camden Capital, LLC | 6,159 | $359.8K | 0.02% | +1,172+23.5% | Added |
| Atomi Financial Group, Inc. | 6,150 | $359.2K | 0.01% | +793+14.8% | Added |
| Sage Mountain Advisors LLC | 6,148 | $359.1K | 0.02% | +1,579+34.6% | Added |
| Parallel Advisors, LLC | 6,078 | $355.1K | 0.01% | +172+2.9% | Added |
| Crumly & Associates Inc. | 6,039 | $352.7K | 0.07% | 00.0% | Unchanged |
| Summitry LLC | 6,036 | $352.6K | 0.01% | +6,036 | New |
| Siemens Fonds Invest GmbH | 5,932 | $349.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 5,969 | $348.6K | 0.00% | +364+6.5% | Added |
| Pointe Capital Management LLC | 5,963 | $348.3K | 0.17% | −325−5.2% | Reduced |
| Signaturefd, LLC | 5,931 | $346.4K | 0.01% | +74+1.3% | Added |
| Mach-1 Financial Group, Inc. | 5,906 | $345.0K | 0.07% | +5,906 | New |
| Hall Capital Management Co Inc | 5,891 | $344.1K | 0.13% | −39−0.7% | Reduced |
| Van Eck Associates Corp | 5,809 | $339.0K | 0.00% | −1,495−20.5% | Reduced |
| Arkadios Wealth Advisors | 5,757 | $336.2K | 0.01% | +319+5.9% | Added |
| Frec Markets, Inc. | 5,660 | $330.6K | 0.10% | +5,660 | New |
| Woodward Diversified Capital, LLC | 5,601 | $327.2K | 0.15% | +228+4.2% | Added |
| EP Wealth Advisors, LLC | 5,600 | $327.1K | 0.00% | +5,600 | New |
| TCG Advisory Services, LLC | 5,572 | $325.5K | 0.01% | +5,572 | New |
| Norden Group LLC | 5,553 | $324.4K | 0.03% | +1,267+29.6% | Added |
| Beese Fulmer Investment Management, Inc. | 5,513 | $322.0K | 0.02% | +5,513 | New |
| Elevated Financial Group LLC | 5,479 | $320.0K | 0.11% | +5,479 | New |
| Sowell Financial Services LLC | 5,468 | $319.4K | 0.01% | +294+5.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,452 | $318.5K | 0.02% | +5,452 | New |
| Panagora Asset Management Inc | 5,446 | $318.1K | 0.00% | −35−0.6% | Reduced |
| GTS Securities LLC | 5,408 | $315.9K | 0.01% | +5,408 | New |
| MidWestOne Financial Group, Inc. | 5,324 | $311.0K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,284 | $308.6K | 0.06% | +385+7.9% | Added |
| We Are One Seven, LLC | 5,270 | $307.8K | 0.01% | +187+3.7% | Added |
| Wick Capital Partners, LLC | 5,258 | $307.1K | 0.06% | +5,258 | New |
| Exencial Wealth Advisors, LLC | 5,246 | $306.4K | 0.01% | +1,009+23.8% | Added |
| Parcion Private Wealth LLC | 5,238 | $306.0K | 0.02% | +5,238 | New |
| Tocqueville Asset Management L.P. | 5,217 | $304.7K | 0.00% | +914+21.2% | Added |
| Paragon Capital Management Ltd | 5,195 | $303.5K | 0.06% | +44+0.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 5,136 | $300.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,107 | $298.3K | 0.02% | −782−13.3% | Reduced |
| Rossby Financial, LCC | 5,023 | $293.4K | 0.09% | +148+3.0% | Added |
| Poinciana Advisors Group, LLC | 4,968 | $290.2K | 0.23% | −72−1.4% | Reduced |
| Trust Asset Management LLC | 4,948 | $289.0K | 0.02% | −190−3.7% | Reduced |
| Vontobel Holding Ltd. | 4,883 | $285.2K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 4,849 | $283.2K | 0.01% | +981+25.4% | Added |
| Beacon Investment Advisory Services, Inc. | 4,827 | $281.9K | 0.01% | −102−2.1% | Reduced |
| Drucker Wealth 3.0, LLC | 4,816 | $281.3K | 0.05% | −57−1.2% | Reduced |
| Abc Arbitrage SA | 4,813 | $281.1K | 0.03% | +4,813 | New |
| Larson Financial Group LLC | 4,772 | $278.7K | 0.01% | −3,563−42.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,762 | $278.1K | 0.08% | −44−0.9% | Reduced |
| Hoxton Planning & Management, LLC | 4,757 | $277.9K | 0.08% | −35−0.7% | Reduced |
| Sapient Capital LLC | 4,707 | $277.5K | 0.00% | +202+4.5% | Added |
| American Trust | 4,741 | $276.9K | 0.02% | +4,741 | New |
| Personal Cfo Solutions, LLC | 4,692 | $274.0K | 0.04% | +92+2.0% | Added |
| AA Financial Advisors, LLC | 4,657 | $272.0K | 0.05% | +174+3.9% | Added |
| Boyar Asset Management Inc. | 4,650 | $271.6K | 0.17% | −113−2.4% | Reduced |
| Armis Advisers, LLC | 4,749 | $270.8K | 0.03% | +671+16.5% | Added |
| Cidel Asset Management Inc | 4,630 | $270.4K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,624 | $270.1K | 0.06% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 4,600 | $268.7K | 0.06% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 4,575 | $267.2K | 0.07% | +4,575 | New |
| 111 Capital | 4,542 | $265.3K | 0.06% | +4,542 | New |
| PDS Planning, Inc | 4,504 | $263.1K | 0.02% | −492−9.8% | Reduced |
| CRA Financial Services, LLC | 4,477 | $261.5K | 0.03% | +195+4.6% | Added |
| Orion Capital Management LLC | 4,475 | $261.4K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,459 | $260.4K | 0.00% | −4,421−49.8% | Reduced |
| Venturi Wealth Management, LLC | 4,453 | $260.1K | 0.01% | −21−0.5% | Reduced |
| LCNB Corp | 4,440 | $259.3K | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,439 | $259.3K | 0.00% | +4,439 | New |
| DGS Capital Management, LLC | 4,419 | $258.1K | 0.04% | +4,419 | New |
| International Assets Investment Management, LLC | 4,412 | $257.7K | 0.02% | +4,412 | New |
| Soltis Investment Advisors LLC | 4,356 | $254.4K | 0.02% | +4,356 | New |
| Cigna Investments Inc | 4,347 | $254.0K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,342 | $253.6K | 0.00% | +16+0.4% | Added |
| Decision Investments, Inc | 4,320 | $252.3K | 0.28% | +4,320 | New |
| Ancora Advisors, LLC | 4,275 | $249.7K | 0.01% | +1,066+33.2% | Added |
| Cullen/Frost Bankers, Inc. | 4,256 | $248.6K | 0.00% | +2,216+108.6% | Added |
| Prelude Capital Management, LLC | 4,241 | $247.7K | 0.02% | +4,241 | New |
| TFB Advisors LLC | 4,240 | $247.7K | 0.07% | −50−1.2% | Reduced |
| CenterStar Asset Management, LLC | 4,216 | $246.4K | 0.39% | +4,216 | New |
| Waterloo Capital, L.P. | 4,185 | $244.5K | 0.02% | +4,185 | New |
| Richardson Financial Services Inc. | 4,183 | $244.3K | 0.15% | −115−2.7% | Reduced |
| BancorpSouth Bank | 4,138 | $241.7K | 0.01% | −320−7.2% | Reduced |
| GenTrust, LLC | 4,120 | $240.6K | 0.01% | +4,120 | New |
| Signal Advisors Wealth, LLC | 4,116 | $240.4K | 0.02% | −939−18.6% | Reduced |
| McGuire Capital Advisors Inc | 4,109 | $240.0K | 0.15% | +4,109 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $238.7K | 0.02% | +298+7.9% | Added |
| Excalibur Management Corp | 4,065 | $237.4K | 0.09% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,062 | $237.3K | 0.01% | +4,062 | New |