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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 8,772 | $890.4K | 0.63% | +40+0.5% | Added |
| Trust Point Inc. | 8,836 | $896.9K | 0.07% | −87−1.0% | Reduced |
| Davis Investment Partners, LLC | 9,100 | $898.3K | 0.31% | −863−8.7% | Reduced |
| Blackstone Group Inc. | 8,850 | $898.3K | 0.00% | +8,850 | New |
| BlueChip Wealth Advisors LLC | 8,861 | $899.4K | 0.38% | +8,861 | New |
| Coastal Bridge Advisors, LLC | 8,866 | $899.9K | 0.07% | −140−1.6% | Reduced |
| VestGen Advisors, LLC | 8,871 | $900.4K | 0.03% | +3,014+51.5% | Added |
| SkyView Investment Advisors, LLC | 8,907 | $904.0K | 0.11% | −197−2.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,917 | $904.1K | 0.15% | +60+0.7% | Added |
| Choate Investment Advisors | 8,947 | $908.1K | 0.02% | −935−9.5% | Reduced |
| Alteri Wealth LLC | 8,976 | $911.1K | 0.31% | +93+1.0% | Added |
| L2 Asset Management, LLC | 8,985 | $912.0K | 0.13% | +628+7.5% | Added |
| Mount Yale Investment Advisors, LLC | 8,991 | $912.6K | 0.06% | −34,648−79.4% | Reduced |
| Manchester Capital Management LLC | 9,016 | $915.1K | 0.12% | −3,729−29.3% | Reduced |
| Brave Asset Management Inc | 9,024 | $915.9K | 0.22% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 9,119 | $919.7K | 0.06% | +94+1.0% | Added |
| Nwam LLC | 9,272 | $923.8K | 0.05% | +811+9.6% | Added |
| Anchor Investment Management, LLC | 9,154 | $929.2K | 0.08% | +788+9.4% | Added |
| Herold Advisors, Inc. | 9,161 | $929.8K | 0.22% | −1,400−13.3% | Reduced |
| Centaurus Financial, Inc. | 9,247 | $939.0K | 0.04% | +215+2.4% | Added |
| Sheets Smith Wealth Management | 9,272 | $941.1K | 0.11% | +72+0.8% | Added |
| Thrive Wealth Management, LLC | 9,272 | $941.1K | 0.14% | −934−9.2% | Reduced |
| Investors Research Corp | 9,311 | $945.1K | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,320 | $946.0K | 0.12% | −850−8.4% | Reduced |
| Goldstone Financial Group, LLC | 9,336 | $947.6K | 0.11% | −620−6.2% | Reduced |
| Keel Point, LLC | 9,345 | $948.6K | 0.06% | +343+3.8% | Added |
| Alta Advisers Ltd | 9,364 | $950.4K | 0.29% | 00.0% | Unchanged |
| Gleason Group, Inc. | 9,379 | $952.0K | 0.10% | −1,380−12.8% | Reduced |
| Twelve Points Wealth Management LLC | 9,397 | $953.8K | 0.24% | −2,266−19.4% | Reduced |
| Royal Fund Management, LLC | 9,414 | $955.5K | 0.12% | −840−8.2% | Reduced |
| Gibbs Wealth Management | 9,415 | $955.6K | 0.22% | −4,441−32.1% | Reduced |
| Guardian Investment Management | 9,475 | $961.7K | 0.84% | −1,150−10.8% | Reduced |
| Calamos Wealth Management LLC | 9,499 | $964.1K | 0.03% | +4,606+94.1% | Added |
| Black Swift Group, LLC | 9,500 | $964.3K | 0.17% | 00.0% | Unchanged |
| Marco Investment Management LLC | 9,579 | $972.3K | 0.07% | −76−0.8% | Reduced |
| Csenge Advisory Group | 9,594 | $973.8K | 0.05% | −2,420−20.1% | Reduced |
| Sterling Investment Counsel, LLC | 9,613 | $975.7K | 0.31% | +6,301+190.2% | Added |
| Cabot Wealth Management Inc | 9,618 | $976.3K | 0.11% | +60+0.6% | Added |
| Integrity Alliance, LLC. | 9,681 | $982.7K | 0.05% | +9,681 | New |
| Wealth Alliance | 9,719 | $986.5K | 0.10% | +211+2.2% | Added |
| Diversify Wealth Management, LLC | 9,722 | $987.9K | 0.06% | −1,022−9.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,758 | $990.4K | 0.06% | −228−2.3% | Reduced |
| Edmp, Inc. | 9,763 | $990.9K | 0.79% | +65+0.7% | Added |
| AdvisorNet Financial, Inc | 9,832 | $998.0K | 0.06% | +86+0.9% | Added |
| Dynamic Advisor Solutions LLC | 9,886 | $1.00M | 0.03% | +183+1.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,889 | $1.00M | 0.22% | +135+1.4% | Added |
| Crestwood Advisors Group LLC | 9,958 | $1.01M | 0.02% | −822−7.6% | Reduced |
| LBMC Investment Advisors, LLC | 9,979 | $1.01M | 0.06% | +9,979 | New |
| Par Capital Management Inc | 10,000 | $1.01M | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 10,017 | $1.02M | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,017 | $1.02M | 0.23% | +76+0.8% | Added |
| Cambria Investment Management, L.P. | 10,034 | $1.02M | 0.06% | +10,034 | New |
| David Loasby | 10,426 | $1.02M | 0.08% | +1,383+15.3% | Added |
| TownSquare Capital, LLC | 10,068 | $1.02M | 0.15% | −6,930−40.8% | Reduced |
| Severin Investments, LLC | 10,100 | $1.03M | 0.91% | −56−0.6% | Reduced |
| FNY Investment Advisers, LLC | 10,114 | $1.03M | 0.33% | +3,530+53.6% | Added |
| Brookwood Investment Group LLC | 10,121 | $1.03M | 0.13% | +6,799+204.7% | Added |
| Field & Main Bank | 10,133 | $1.03M | 0.30% | +190+1.9% | Added |
| Alpha Cubed Investments, LLC | 10,184 | $1.03M | 0.04% | −548−5.1% | Reduced |
| Westside Investment Management, Inc. | 10,253 | $1.04M | 0.17% | −319−3.0% | Reduced |
| Grandview Asset Management LLC | 10,218 | $1.04M | 0.29% | +398+4.1% | Added |
| Retirement Planning Co of New England, Inc. | 10,224 | $1.04M | 0.42% | −120−1.2% | Reduced |
| WCG Wealth Advisors LLC | 10,272 | $1.04M | 0.07% | −3,199−23.7% | Reduced |
| Bridges Investment Management Inc | 10,300 | $1.05M | 0.01% | −712−6.5% | Reduced |
| Cornerstone Wealth Management, LLC | 10,306 | $1.05M | 0.06% | −390−3.6% | Reduced |
| Marex Group plc | 10,367 | $1.05M | 0.01% | +4,501+76.7% | Added |
| Parkside Financial Bank & Trust | 10,382 | $1.05M | 0.08% | +749+7.8% | Added |
| Moneta Group Investment Advisors LLC | 10,392 | $1.05M | 0.01% | +802+8.4% | Added |
| Aprio Wealth Management, LLC | 10,465 | $1.06M | 0.11% | +3,131+42.7% | Added |
| Sivia Capital Partners, LLC | 10,478 | $1.06M | 0.30% | +673+6.9% | Added |
| Oak Thistle LLC | 10,512 | $1.07M | 0.16% | −15,332−59.3% | Reduced |
| Hollencrest Capital Management | 10,513 | $1.07M | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 10,516 | $1.07M | 0.07% | −161−1.5% | Reduced |
| GTS Securities LLC | 10,569 | $1.07M | 0.04% | +4,747+81.5% | Added |
| Colonial River Wealth Management, LLC | 10,645 | $1.08M | 0.40% | −587−5.2% | Reduced |
| Benjamin Edwards Inc | 10,651 | $1.08M | 0.01% | −1,829−14.7% | Reduced |
| GFG Capital, LLC | 10,676 | $1.08M | 0.37% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,702 | $1.09M | 0.01% | −2,719−20.3% | Reduced |
| Perpetual Ltd | 10,742 | $1.09M | 0.01% | −8,299−43.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,766 | $1.09M | 0.10% | −967−8.2% | Reduced |
| LVZ Advisors, Inc. | 10,798 | $1.10M | 0.12% | +320+3.1% | Added |
| Quadcap Wealth Management, LLC | 10,799 | $1.10M | 0.13% | +147+1.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,887 | $1.11M | 0.13% | +3,099+39.8% | Added |
| Silver Oak Securities, Inc | 10,930 | $1.11M | 0.08% | +2,472+29.2% | Added |
| V-Square Quantitative Management LLC | 10,969 | $1.11M | 0.19% | +54+0.5% | Added |
| Jamison Private Wealth Management, Inc. | 10,972 | $1.11M | 0.14% | +1,051+10.6% | Added |
| Angel Oak Capital Advisors, LLC | 11,000 | $1.12M | 0.88% | 00.0% | Unchanged |
| Traub Capital Management LLC | 11,061 | $1.12M | 1.11% | −909−7.6% | Reduced |
| Carnegie Lake Advisors LLC | 11,103 | $1.13M | 0.43% | +325+3.0% | Added |
| Harvest Fund Management Co., Ltd | 11,114 | $1.13M | 0.05% | +9,756+718.4% | Added |
| GM Advisory Group, Inc. | 11,141 | $1.13M | 0.05% | +312+2.9% | Added |
| Cito Capital Group, LLC | 11,151 | $1.13M | 0.33% | −5,000−31.0% | Reduced |
| Waterloo Capital, L.P. | 11,167 | $1.13M | 0.08% | −369−3.2% | Reduced |
| Western Wealth Management, LLC | 11,179 | $1.13M | 0.06% | −773−6.5% | Reduced |
| Lazari Capital Management, Inc. | 11,251 | $1.14M | 0.39% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,262 | $1.14M | 0.03% | +155+1.4% | Added |
| Arvest Bank Trust Division | 11,263 | $1.14M | 0.06% | +3,473+44.6% | Added |
| Verdence Capital Advisors LLC | 11,336 | $1.14M | 0.07% | +584+5.4% | Added |
| Personal Cfo Solutions, LLC | 11,296 | $1.15M | 0.20% | −520−4.4% | Reduced |
| Prelude Capital Management, LLC | 11,308 | $1.15M | 0.09% | +6,810+151.4% | Added |