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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.

Other share classesCFG.PECFG.PHCFG.PI

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.

Institutional holdersQ4 2025: 967 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 861 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ4 2025: $24.0B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025861$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$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.

Institutions holding CFG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Estate Planners Group, LLC643$37.5K0.02%+643New
Clear Street Markets LLC639$37.3K0.01%−105−14.1%Reduced
DV Equities, LLC601$35.1K0.01%+601New
Valley National Advisers Inc611$35.0K0.00%+3+0.5%Added
Bank of New Hampshire550$32.1K0.01%00.0%Unchanged
Crewe Advisors LLC525$30.7K0.00%00.0%Unchanged
Activest Wealth Management513$30.0K0.01%+504+5,600.0%Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management500$29.2K0.02%+500New
Covestor Ltd479$28.0K0.01%−180−27.3%Reduced
CoreCap Advisors, LLC476$27.8K0.00%−81−14.5%Reduced
University of Texas/Texas Am Investment Managment Co445$26.0K0.00%+445New
Golden State Wealth Management, LLC439$25.7K0.00%+3+0.7%Added
Ameliora Wealth Management Ltd.420$24.5K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC400$23.4K0.00%+400New
E Fund Management (Hong Kong) Co., Ltd.359$23.3K0.01%+359New
Smallwood Wealth Investment Management, LLC378$22.1K0.01%00.0%Unchanged
ORG Partners LLC375$21.9K0.00%+73+24.2%Added
WPG Advisers, LLC370$21.6K0.02%00.0%Unchanged
DT Investment Partners, LLC364$21.3K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC353$20.6K0.00%+144+68.9%Added
Wall Street Access Asset Management, LLC350$20.4K0.00%00.0%Unchanged
BFSG, LLC350$20.4K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc327$20.3K0.00%−15−4.4%Reduced
Roxbury Financial LLC333$19.5K0.02%+3+0.9%Added
UMA Financial Services, Inc.330$19.3K0.00%+158+91.9%Added
DV Trading LLC318$18.6K0.00%+318New
Atlantic Trust, LLC316$18.5K0.00%−46−12.7%Reduced
Farmers & Merchants Investments Inc315$18.4K0.00%−5−1.6%Reduced
McIlrath & Eck, LLC309$18.0K0.00%00.0%Unchanged
Citizens National Bank Trust Department300$17.5K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC287$16.8K0.00%00.0%Unchanged
Geneos Wealth Management Inc.273$15.9K0.00%−152−35.8%Reduced
Frazier Financial Advisors, LLC270$15.8K0.01%00.0%Unchanged
J.Safra Asset Management Corp268$15.7K0.00%+268New
Cornerstone Planning Group LLC246$15.5K0.00%+6+2.5%Added
Legacy Bridge, LLC264$15.4K0.01%+264New
Cape Investment Advisory, Inc.260$15.2K0.00%+260New
Retirement Wealth Solutions LLC251$14.7K0.01%00.0%Unchanged
Sunbelt Securities, Inc.227$13.3K0.00%00.0%Unchanged
Icon Advisers Inc225$13.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC222$13.0K0.00%+95+74.8%Added
Barrett & Company, Inc.218$12.7K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.217$12.7K0.00%00.0%Unchanged
North Star Investment Management Corp.210$12.3K0.00%+10+5.0%Added
Decker Retirement Planning Inc.205$12.0K0.01%00.0%Unchanged
Salomon & Ludwin, LLC194$11.8K0.00%00.0%Unchanged
Vision Financial Markets LLC200$11.7K0.01%−300−60.0%Reduced
Wealth Preservation Advisors, LLC200$11.7K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC200$11.7K0.00%+200New
1015 Capital Partners, LLC195$11.4K0.01%+195New
First Horizon Corp186$10.9K0.00%−85−31.4%Reduced
Keating Financial Advisory Services, Inc.186$10.9K0.00%+186New
South State Corp.185$10.8K0.00%−131−41.5%Reduced
Torren Management, LLC177$10.4K0.01%+177New
Boreal Capital Management LLC173$10.1K0.01%00.0%Unchanged
Creative Financial Designs Inc171$9.99K0.00%00.0%Unchanged
Duncker Streett & Co Inc170$9.93K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC164$9.58K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.159$9.29K0.00%00.0%Unchanged
Ogorek Anthony Joseph163$9.00K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.153$8.94K0.00%+143+1,430.0%Added
Private Wealth Management Group, LLC144$8.41K0.00%−500−77.6%Reduced
Prestige Wealth Management Group LLC144$8.41K0.00%00.0%Unchanged
Financial Management Professionals, Inc.142$8.29K0.00%00.0%Unchanged
AdvisorNet Financial, Inc139$8.10K0.00%−3−2.1%Reduced
N.E.W. Advisory Services LLC132$7.71K0.00%00.0%Unchanged
Princeton Global Asset Management LLC129$7.54K0.00%00.0%Unchanged
Asset Dedication, LLC122$7.13K0.00%+3+2.5%Added
Newbridge Financial Services Group, Inc.121$7.07K0.00%00.0%Unchanged
Nemes Rush Group LLC120$7.01K0.00%+120New
Capital Advisors, Ltd. LLC122$7.00K0.00%00.0%Unchanged
Maseco LLP119$6.96K0.00%+119New
Hilton Head Capital Partners, LLC119$6.95K0.00%+119New
Kerr Financial Planning Corp104$6.95K0.01%−1−1.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC114$6.66K0.00%+62+119.2%Added
Jackson, Grant Investment Advisers, Inc.112$6.54K0.00%00.0%Unchanged
NVWM, LLC110$6.41K0.00%+6+5.8%Added
Hurley Capital, LLC109$6.37K0.00%+109New
HFM Investment Advisors, LLC105$6.13K0.00%+85+425.0%Added
Avion Wealth108$6.00K0.00%−5−4.4%Reduced
Bayforest Capital Ltd102$5.96K0.00%+102New
Fourth Dimension Wealth, LLC100$5.84K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC98$5.72K0.00%+98New
Bogart Wealth, LLC96$5.61K0.00%−12−11.1%Reduced
Howard Hughes Medical Institute93$5.43K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.92$5.37K0.00%00.0%Unchanged
Key Financial Inc91$5.32K0.00%−110−54.7%Reduced
POM Investment Strategies, LLC90$5.26K0.00%+90New
Highline Wealth Partners LLC86$5.00K0.00%+1+1.2%Added
Stone House Investment Management, LLC82$4.79K0.00%+46+127.8%Added
Leonteq Securities AG81$4.73K0.00%−135−62.5%Reduced
Clayton Financial Group LLC80$4.67K0.00%+80New
Bangor Savings Bank75$4.38K0.00%+75New
Piscataqua Savings Bank75$4.38K0.00%00.0%Unchanged
Addison Advisors LLC74$4.32K0.00%00.0%Unchanged
Colonial Trust Co72$4.21K0.00%−16−18.2%Reduced
Mowery & Schoenfeld Wealth Management, LLC69$4.01K0.01%00.0%Unchanged
Optima Capital LLC68$3.97K0.00%+68New
First Eagle Investment Management, LLC67$3.91K0.00%+67New
First Command Advisory Services, Inc.67$3.91K0.00%+67New