Citigroup Inc
C- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000831001
No open-market purchases or sales by Citigroup Inc insiders were filed in the last 90 days; 2,644 institutions reported holding it in 13F filings for Q2 2026, worth $187.1B in total; superinvestors Harris Associates (Oakmark) and Chou Associates hold it.
13F holders, Q3 2025
Institutional positions in Citigroup Inc as of Sep 30, 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
- 2,216
- +186 vs. Q2 2025
- Shares held
- 1.38B
- −22.5M (−1.6%) vs. Q2 2025
- Total value
- $139.9B
- +$20.6B (+17.2%) vs. Q2 2025
- New holders
- 278
- 791 more added
- Sold out
- 92
- 858 more reduced
34 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting C 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 | 2,644 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $64.4B |
| Q1 2022 | 1,761 | $77.4B |
| Q4 2021 | 1,838 | $90.0B |
| Q3 2021 | 1,727 | $104.8B |
| Q2 2021 | 1,705 | $109.2B |
| Q1 2021 | 1,713 | $115.1B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 6,840 | $694.3K | 0.04% | +4,595+204.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,873 | $697.6K | 0.39% | −977−12.4% | Reduced |
| Colonial Trust Co | 6,873 | $697.6K | 0.09% | −505−6.8% | Reduced |
| Main Street Financial Solutions, LLC | 6,879 | $698.2K | 0.04% | +6,879 | New |
| North Star Asset Management Inc | 6,894 | $699.7K | 0.03% | +10.0% | Added |
| Wealth Management Associates, Inc. | 6,949 | $705.3K | 0.25% | +45+0.7% | Added |
| 1248 Management, LLC | 6,976 | $708.1K | 0.40% | +6,976 | New |
| Occudo Quantitative Strategies LP | 6,988 | $709.3K | 0.09% | +6,988 | New |
| R Squared Ltd | 7,056 | $716.2K | 0.31% | −1,326−15.8% | Reduced |
| SWS Partners | 7,057 | $716.3K | 0.17% | +7,057 | New |
| Cohen Investment Advisors LLC | 7,070 | $717.6K | 0.35% | −1,429−16.8% | Reduced |
| Bayforest Capital Ltd | 7,085 | $719.1K | 0.34% | +7,085 | New |
| Horizon Kinetics Asset Management LLC | 7,089 | $719.5K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,092 | $719.8K | 0.02% | +197+2.9% | Added |
| PDS Planning, Inc | 7,121 | $722.8K | 0.05% | +55+0.8% | Added |
| Wall Street Access Asset Management, LLC | 7,134 | $724.1K | 0.18% | +10.0% | Added |
| Integrity Financial Corp | 7,137 | $724.4K | 0.35% | −66−0.9% | Reduced |
| Chilton Capital Management LLC | 7,170 | $727.8K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 7,194 | $730.2K | 0.01% | +839+13.2% | Added |
| CFO4Life Group, LLC | 7,199 | $730.7K | 0.11% | −26−0.4% | Reduced |
| MFA Wealth Services | 7,205 | $731.3K | 0.50% | +219+3.1% | Added |
| Requisite Capital Management, LLC | 7,214 | $732.2K | 0.12% | +4,071+129.5% | Added |
| Watts Gwilliam & Co., LLC | 7,260 | $736.9K | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,261 | $737.0K | 0.09% | −2,062−22.1% | Reduced |
| Sunbelt Securities, Inc. | 7,306 | $741.5K | 0.05% | −20,795−74.0% | Reduced |
| MCF Advisors LLC | 7,324 | $743.4K | 0.05% | +81+1.1% | Added |
| Focus Financial Network, Inc. | 7,324 | $743.4K | 0.03% | −176−2.3% | Reduced |
| Mather Group, LLC. | 7,332 | $744.2K | 0.01% | +146+2.0% | Added |
| Avidian Wealth Solutions, LLC | 7,354 | $746.4K | 0.03% | +813+12.4% | Added |
| Brown, Lisle/Cummings, Inc. | 7,386 | $749.7K | 0.19% | +32+0.4% | Added |
| Baader Bank INC | 7,502 | $749.8K | 0.06% | +7,502 | New |
| Compagnie Lombard Odier SCmA | 7,406 | $751.7K | 0.01% | +2,482+50.4% | Added |
| CVA Family Office, LLC | 7,411 | $752.2K | 0.10% | +79+1.1% | Added |
| Summit Wealth Group LLC | 12,828 | $758.5K | 0.10% | +12,828 | New |
| Rehmann Capital Advisory Group | 7,446 | $758.8K | 0.04% | +248+3.4% | Added |
| North Star Investment Management Corp. | 7,482 | $759.4K | 0.05% | +338+4.7% | Added |
| BankPlus Trust Department | 7,482 | $759.4K | 0.20% | +706+10.4% | Added |
| Hickory Point Bank & Trust | 7,505 | $761.8K | 0.57% | −153−2.0% | Reduced |
| Arvest Investments, Inc. | 7,519 | $763.2K | 0.11% | +1,955+35.1% | Added |
| Umpqua Bank | 7,651 | $763.4K | 0.21% | −1,484−16.2% | Reduced |
| Joel Isaacson & Co., LLC | 7,544 | $765.8K | 0.03% | +1,597+26.9% | Added |
| Delta Asset Management LLC | 7,554 | $766.7K | 0.07% | +6+0.1% | Added |
| Grimes & Company, Inc. | 7,582 | $769.5K | 0.02% | +4,116+118.8% | Added |
| Jeppson Wealth Management, LLC | 7,609 | $772.3K | 0.25% | +10+0.1% | Added |
| SeaBridge Investment Advisors LLC | 7,620 | $773.4K | 0.13% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,636 | $775.1K | 0.10% | −80−1.0% | Reduced |
| Continuum Advisory, LLC | 7,651 | $776.6K | 0.08% | +1,328+21.0% | Added |
| Abn Amro Investment Solutions | 7,659 | $777.4K | 0.02% | +7,659 | New |
| Bradley Foster & Sargent Inc | 7,674 | $778.9K | 0.01% | −168−2.1% | Reduced |
| Kera Capital Partners, Inc. | 7,681 | $779.7K | 0.12% | −32−0.4% | Reduced |
| Aviso Wealth Management | 7,698 | $781.4K | 0.34% | +777+11.2% | Added |
| Investors Asset Management of Georgia Inc | 7,725 | $784.1K | 0.33% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7,728 | $784.4K | 0.37% | −74−0.9% | Reduced |
| Syverson Strege & Co | 7,731 | $784.7K | 0.19% | −1,276−14.2% | Reduced |
| Retireful, LLC | 7,733 | $784.9K | 0.76% | +7,733 | New |
| Bryn Mawr Trust Co | 7,750 | $786.6K | 0.02% | −41,587−84.3% | Reduced |
| US Asset Management LLC | 7,757 | $787.3K | 0.65% | −34−0.4% | Reduced |
| First City Capital Management, Inc. | 7,760 | $787.6K | 0.42% | −55−0.7% | Reduced |
| Humankind Investments LLC | 7,818 | $793.5K | 0.18% | −1,481−15.9% | Reduced |
| Proathlete Wealth Management LLC | 7,835 | $795.4K | 0.23% | +216+2.8% | Added |
| Flagship Harbor Advisors, LLC | 7,902 | $802.0K | 0.03% | −455−5.4% | Reduced |
| Quotient Wealth Partners, LLC | 7,906 | $802.5K | 0.02% | +236+3.1% | Added |
| First PREMIER Bank | 7,919 | $804.0K | 0.18% | −222−2.7% | Reduced |
| WealthPlan Investment Management, LLC | 7,943 | $806.2K | 0.05% | +575+7.8% | Added |
| Leo Wealth, LLC | 7,947 | $806.6K | 0.10% | −2,824−26.2% | Reduced |
| VisionPoint Advisory Group, LLC | 7,952 | $807.1K | 0.16% | +102+1.3% | Added |
| Tyche Wealth Partners LLC | 7,963 | $808.3K | 0.14% | +16+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 7,969 | $808.8K | 0.20% | −203−2.5% | Reduced |
| Affinity Investment Advisors, LLC | 7,993 | $811.3K | 0.55% | −11−0.1% | Reduced |
| Parsons Capital Management Inc | 8,042 | $816.3K | 0.05% | +200+2.6% | Added |
| BSW Wealth Partners | 8,047 | $816.8K | 0.10% | +115+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,047 | $816.8K | 0.10% | −727−8.3% | Reduced |
| Asset Planning,Inc | 8,070 | $819.1K | 0.59% | 00.0% | Unchanged |
| Armistice Capital, LLC | 8,091 | $821.2K | 0.03% | +8,091 | New |
| MONECO Advisors, LLC | 8,128 | $825.0K | 0.07% | −76−0.9% | Reduced |
| Adirondack Trust Co | 8,131 | $825.3K | 0.28% | −218−2.6% | Reduced |
| Ofc Financial Planning, LLC | 8,136 | $825.8K | 0.82% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 8,137 | $825.9K | 0.15% | +8+0.1% | Added |
| First National Bank | 8,175 | $829.8K | 0.44% | −100−1.2% | Reduced |
| Audent Global Asset Management, LLC | 8,202 | $832.5K | 0.61% | −79−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,237 | $836.1K | 0.01% | +3,167+62.5% | Added |
| KCM Investment Advisors LLC | 8,253 | $837.7K | 0.03% | +258+3.2% | Added |
| 49 Wealth Management, LLC | 8,303 | $842.7K | 0.08% | +237+2.9% | Added |
| Intellectus Partners, LLC | 8,361 | $848.6K | 0.16% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 8,721 | $849.0K | 0.02% | +3,869+79.7% | Added |
| Childress Capital Advisors, LLC | 8,365 | $849.1K | 0.16% | +999+13.6% | Added |
| Beacon Financial Advisory LLC | 8,390 | $851.6K | 0.20% | −13,332−61.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,395 | $852.1K | 0.06% | −32−0.4% | Reduced |
| Bank Hapoalim BM | 8,438 | $856.0K | 0.11% | −186−2.2% | Reduced |
| Stephenson National Bank & Trust | 8,435 | $856.2K | 0.26% | −1,592−15.9% | Reduced |
| WSFS Capital Management, LLC | 8,470 | $859.8K | 0.04% | −483−5.4% | Reduced |
| Dearborn Partners LLC | 8,516 | $864.4K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,565 | $869.3K | 0.13% | +1,847+27.5% | Added |
| United Community Bank | 8,572 | $870.1K | 0.27% | +4,934+135.6% | Added |
| 626 Financial, LLC | 8,628 | $875.7K | 0.39% | +12+0.1% | Added |
| Powell Investment Advisors, LLC | 8,628 | $875.7K | 0.31% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 8,690 | $877.8K | 0.31% | −4,407−33.6% | Reduced |
| Visionary Wealth Advisors | 8,685 | $881.6K | 0.04% | +3,838+79.2% | Added |
| Massmutual Trust Co FSB | 8,729 | $886.0K | 0.02% | +152+1.8% | Added |
| Wesbanco Bank Inc | 8,749 | $888.0K | 0.02% | +3,749+75.0% | Added |