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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 4,057 | $237.0K | 0.03% | −58,874−93.6% | Reduced |
| Iams Wealth Management, LLC | 4,014 | $234.5K | 0.08% | +4,014 | New |
| Advisor OS, LLC | 3,983 | $232.7K | 0.02% | +3,983 | New |
| Journey Strategic Wealth LLC | 3,982 | $232.6K | 0.01% | +3,982 | New |
| Ameritas Investment Partners, Inc. | 3,932 | $229.7K | 0.01% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 3,921 | $229.0K | 0.05% | +3,921 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,888 | $227.1K | 0.07% | +3,888 | New |
| Hidden Cove Wealth Management, LLC | 3,888 | $227.1K | 0.15% | +3,888 | New |
| Systematic Alpha Investments, LLC | 3,860 | $225.5K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 3,848 | $224.8K | 0.03% | +3,848 | New |
| QTR Family Wealth, LLC | 3,320 | $224.3K | 0.10% | +3,320 | New |
| Knightsbridge Asset Management, LLC | 3,810 | $222.5K | 0.04% | +3,810 | New |
| Check Capital Management Inc | 3,800 | $222.0K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,800 | $222.0K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,762 | $219.7K | 0.04% | +3,762 | New |
| RFG Advisory, LLC | 3,705 | $216.4K | 0.00% | +3,705 | New |
| Capital Performance Advisors LLP | 3,701 | $216.2K | 0.02% | +3,701 | New |
| Versor Investments LP | 3,700 | $216.1K | 0.03% | −1,600−30.2% | Reduced |
| Prospera Financial Services Inc | 3,660 | $213.8K | 0.00% | −1,191−24.6% | Reduced |
| Forthright Family Wealth Advisory LLC | 3,653 | $213.4K | 0.13% | +3,653 | New |
| Checchi Capital Advisers, LLC | 3,606 | $210.6K | 0.01% | +3,606 | New |
| Clark Capital Management Group, Inc. | 3,594 | $209.9K | 0.00% | +3,594 | New |
| Sound View Wealth Advisors Group, LLC | 3,578 | $209.0K | 0.01% | +3,578 | New |
| Howard Capital Management Inc. | 3,546 | $207.1K | 0.00% | −8,590−70.8% | Reduced |
| Bahl & Gaynor Inc | 3,540 | $206.8K | 0.00% | +3,540 | New |
| Prime Capital Investment Advisors, LLC | 3,532 | $206.3K | 0.00% | +3,532 | New |
| TPG Financial Advisors, LLC | 3,514 | $205.3K | 0.07% | +3,514 | New |
| Angeles Wealth Management, LLC | 3,514 | $205.3K | 0.01% | +3,514 | New |
| Quent Capital, LLC | 3,510 | $205.0K | 0.01% | +300+9.3% | Added |
| S&CO Inc | 3,500 | $204.0K | 0.01% | +3,500 | New |
| SmartHarvest Portfolios, LLC | 3,492 | $204.0K | 0.07% | +3,492 | New |
| Ariadne Wealth Management, LP | 3,115 | $203.1K | 0.08% | +3,115 | New |
| McGlone Suttner Wealth Management, Inc. | 3,475 | $203.0K | 0.03% | +3,475 | New |
| HighPoint Advisor Group LLC | 3,470 | $202.7K | 0.00% | −464−11.8% | Reduced |
| Nilsine Partners, LLC | 3,468 | $202.6K | 0.02% | +3,468 | New |
| Huntington National Bank | 3,437 | $200.8K | 0.00% | +323+10.4% | Added |
| Kennedy Capital Management, Inc. | 3,427 | $200.2K | 0.00% | +3,427 | New |
| Ewa, LLC | 3,426 | $200.1K | 0.05% | +3,426 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $186.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,122 | $182.4K | 0.00% | +216+7.4% | Added |
| Hamilton Capital Partners Inc. | 3,015 | $176.1K | 0.01% | −5,036−62.6% | Reduced |
| Raiffeisen Bank International AG | 2,896 | $170.7K | 0.00% | −194−6.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,821 | $164.8K | 0.00% | −5,917−67.7% | Reduced |
| Raleigh Capital Management Inc. | 2,707 | $158.1K | 0.06% | −31−1.1% | Reduced |
| Massmutual Trust Co FSB | 2,547 | $148.8K | 0.00% | +253+11.0% | Added |
| Quarry LP | 2,522 | $147.3K | 0.02% | +2,161+598.6% | Added |
| TD Private Client Wealth LLC | 2,491 | $145.5K | 0.00% | +87+3.6% | Added |
| Johnson Financial Group, Inc. | 2,347 | $137.1K | 0.01% | +363+18.3% | Added |
| AlphaCore Capital LLC | 2,321 | $135.6K | 0.00% | +1,196+106.3% | Added |
| Ostrum Asset Management | 2,191 | $128.0K | 0.01% | −726−24.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,138 | $124.9K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $116.8K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,947 | $113.7K | 0.01% | +14+0.7% | Added |
| Key Capital Management, INC | 1,910 | $111.6K | 0.11% | +1,910 | New |
| Legacy Wealth Managment, LLC | 1,844 | $107.7K | 0.05% | +677+58.0% | Added |
| LRI Investments, LLC | 1,800 | $105.1K | 0.01% | −845−31.9% | Reduced |
| First Financial Corp | 1,800 | $105.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,795 | $104.8K | 0.01% | +914+103.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,772 | $103.5K | 0.03% | +1,772 | New |
| Ameriflex Group, Inc. | 1,605 | $93.7K | 0.05% | −711−30.7% | Reduced |
| Optiver Holding B.V. | 1,565 | $91.4K | 0.00% | +1,565 | New |
| Private Trust Co NA | 1,533 | $89.5K | 0.01% | +17+1.1% | Added |
| Cromwell Holdings LLC | 1,502 | $87.7K | 0.05% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,428 | $83.4K | 0.00% | +233+19.5% | Added |
| Zions Bancorporation, National Association | 1,428 | $83.4K | 0.00% | +439+44.4% | Added |
| Gen-Wealth Partners Inc | 1,416 | $82.7K | 0.03% | −26−1.8% | Reduced |
| Westpac Banking Corp | 1,406 | $82.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,397 | $81.6K | 0.01% | +10+0.7% | Added |
| Manchester Capital Management LLC | 1,389 | $81.1K | 0.01% | +193+16.1% | Added |
| CFG Wealth Management Services, Inc. | 1,380 | $80.6K | 0.07% | +1,380 | New |
| Exchange Traded Concepts, LLC | 1,358 | $79.3K | 0.00% | −195−12.6% | Reduced |
| SJS Investment Consulting Inc. | 1,350 | $78.9K | 0.01% | +396+41.5% | Added |
| Motco | 1,349 | $78.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,326 | $77.5K | 0.05% | +64+5.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,310 | $76.5K | 0.02% | +10+0.8% | Added |
| Board of the Pension Protection Fund | 1,300 | $75.9K | 0.07% | −26,700−95.4% | Reduced |
| Basecamp Wealth Advisors LLC | 1,276 | $74.5K | 0.02% | +1,276 | New |
| Deseret Mutual Benefit Administrators | 1,229 | $71.8K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,198 | $70.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,122 | $65.6K | 0.00% | +210+23.0% | Added |
| Grove Bank & Trust | 1,107 | $64.7K | 0.01% | +183+19.8% | Added |
| NBT Bank N A | 58 | $64.6K | 0.00% | +5+9.4% | Added |
| Atlas Capital Advisors LLC | 1,095 | $64.0K | 0.01% | +1,095 | New |
| SBI Securities Co., Ltd. | 1,076 | $62.8K | 0.00% | −11−1.0% | Reduced |
| Battery Global Advisors, LLC | 520 | $60.6K | 0.03% | +520 | New |
| Harbour Investments, Inc. | 1,010 | $59.0K | 0.00% | +141+16.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 960 | $56.1K | 0.01% | +330+52.4% | Added |
| REAP Financial Group, LLC | 954 | $55.7K | 0.01% | +111+13.2% | Added |
| Fideuram Asset Management (Ireland) dac | 1,123 | $55.0K | 0.00% | +1,123 | New |
| Wealth Enhancement Trust Services, Inc. | 935 | $54.6K | 0.01% | +935 | New |
| Bruce G. Allen Investments, LLC | 913 | $53.3K | 0.04% | −305−25.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 893 | $52.1K | 0.05% | +646+261.5% | Added |
| Elyxium Wealth, LLC | 849 | $49.6K | 0.01% | +849 | New |
| Sentry Investment Management LLC | 781 | $46.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 733 | $42.8K | 0.00% | +44+6.4% | Added |
| Canton Hathaway, LLC | 730 | $42.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 713 | $41.6K | 0.01% | +128+21.9% | Added |
| Fortitude Family Office, LLC | 710 | $41.5K | 0.01% | +613+632.0% | Added |
| Trust Co of Vermont | 704 | $41.1K | 0.00% | +33+4.9% | Added |
| GoalVest Advisory LLC | 680 | $39.7K | 0.01% | 00.0% | Unchanged |