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
- +185 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
- 93
- 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Harmony Asset Management LLC | 11,317 | $1.15M | 0.40% | −90−0.8% | Reduced |
| Persistent Asset Partners Ltd | 11,366 | $1.15M | 0.84% | −5,067−30.8% | Reduced |
| Advus Financial Partners, LLC | 11,368 | $1.15M | 0.28% | +143+1.3% | Added |
| Triangle Securities Wealth Management | 11,375 | $1.15M | 0.26% | −1,055−8.5% | Reduced |
| Fidelis Capital Partners, LLC | 11,380 | $1.16M | 0.09% | +353+3.2% | Added |
| SageView Advisory Group, LLC | 11,391 | $1.16M | 0.04% | +1,216+12.0% | Added |
| Evoke Wealth, LLC | 11,429 | $1.16M | 0.02% | +3,003+35.6% | Added |
| Washington Trust Bank | 11,457 | $1.16M | 0.09% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 11,499 | $1.17M | 0.26% | −2,775−19.4% | Reduced |
| SG Americas Securities, LLC | 11,503 | $1.17M | 0.00% | −157,708−93.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,523 | $1.17M | 0.56% | +2,350+25.6% | Added |
| LifePlan Financial, LLC | 11,539 | $1.17M | 0.93% | −763−6.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,556 | $1.17M | 0.07% | +743+6.9% | Added |
| Ofi Invest Asset Management | 13,634 | $1.18M | 0.02% | +12,184+840.3% | Added |
| Moss Adams Wealth Advisors LLC | 11,627 | $1.18M | 0.09% | +163+1.4% | Added |
| EFG Asset Management (North America) Corp. | 11,684 | $1.19M | 0.15% | +11,684 | New |
| BKM Wealth Management, LLC | 11,704 | $1.19M | 0.44% | −700−5.6% | Reduced |
| Fort Sheridan Advisors LLC | 11,737 | $1.19M | 0.16% | −1,473−11.2% | Reduced |
| Tower Trust & Investment Co | 11,839 | $1.20M | 0.81% | +11,839 | New |
| Fulton Bank, N.A. | 11,887 | $1.21M | 0.04% | +200+1.7% | Added |
| IFP Advisors, Inc | 11,892 | $1.21M | 0.03% | −2,445−17.1% | Reduced |
| G&S Capital LLC | 11,930 | $1.21M | 0.45% | +11,930 | New |
| First Citizens Bank & Trust Co | 11,971 | $1.22M | 0.03% | +8+0.1% | Added |
| Power Wealth Management LLC | 11,994 | $1.22M | 0.44% | −1,473−10.9% | Reduced |
| Longfellow Investment Management Co LLC | 12,084 | $1.23M | 0.29% | −10,415−46.3% | Reduced |
| Solitude Financial Services | 12,100 | $1.23M | 0.42% | −100−0.8% | Reduced |
| RMR Wealth Builders | 12,107 | $1.23M | 0.10% | +417+3.6% | Added |
| HBK Sorce Advisory LLC | 12,383 | $1.24M | 0.03% | −1,145−8.5% | Reduced |
| Permanent Capital Management, LP | 12,201 | $1.24M | 0.23% | +12,201 | New |
| Sowell Financial Services LLC | 12,214 | $1.24M | 0.05% | +474+4.0% | Added |
| Brian Low Financial Group, LLC | 12,270 | $1.25M | 0.97% | +2,516+25.8% | Added |
| EverSource Wealth Advisors, LLC | 12,280 | $1.25M | 0.05% | +275+2.3% | Added |
| Concord Asset Management, LLC | 12,355 | $1.25M | 0.23% | −190−1.5% | Reduced |
| Haverford Trust Co | 12,360 | $1.25M | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,430 | $1.26M | 0.03% | −110,576−89.9% | Reduced |
| Asset Dedication, LLC | 12,468 | $1.27M | 0.09% | −19−0.2% | Reduced |
| Syon Capital LLC | 12,472 | $1.27M | 0.07% | +3,951+46.4% | Added |
| Birmingham Capital Management Co Inc | 12,500 | $1.27M | 0.58% | −2,300−15.5% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $1.27M | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 12,558 | $1.27M | 0.05% | +7,214+135.0% | Added |
| Dorsey & Whitney Trust CO LLC | 12,583 | $1.28M | 0.07% | +83+0.7% | Added |
| Journey Strategic Wealth LLC | 12,589 | $1.28M | 0.04% | +788+6.7% | Added |
| Stonegate Investment Group, LLC | 12,615 | $1.28M | 0.03% | +87+0.7% | Added |
| USA Financial Portformulas Corp | 12,616 | $1.28M | 0.23% | +12,616 | New |
| Seelaus Asset Management LLC | 12,619 | $1.28M | 1.02% | −144−1.1% | Reduced |
| Concord Wealth Partners | 12,631 | $1.28M | 0.18% | +86+0.7% | Added |
| Fisher Funds Management LTD | 12,635 | $1.28M | 0.03% | +12,635 | New |
| Migdal Insurance & Financial Holdings Ltd. | 12,529 | $1.28M | 0.01% | +438+3.6% | Added |
| Canandaigua National Bank & Trust Co | 12,683 | $1.29M | 0.11% | −1,577−11.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,172 | $1.29M | 0.03% | −80−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 12,708 | $1.29M | 0.08% | +23+0.2% | Added |
| Arete Wealth Advisors, LLC | 12,885 | $1.31M | 0.08% | +236+1.9% | Added |
| Versant Capital Management, Inc | 12,982 | $1.32M | 0.18% | +4,778+58.2% | Added |
| ArrowMark Colorado Holdings LLC | 13,030 | $1.32M | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 13,111 | $1.33M | 0.01% | +7,372+128.5% | Added |
| Johnson Investment Counsel Inc | 13,076 | $1.33M | 0.01% | +168+1.3% | Added |
| First Commonwealth Financial Corp | 13,138 | $1.33M | 0.22% | −418−3.1% | Reduced |
| Moors & Cabot, Inc. | 13,188 | $1.34M | 0.06% | −1,102−7.7% | Reduced |
| Philadelphia Trust Co | 13,235 | $1.34M | 0.09% | −1,035−7.3% | Reduced |
| Boston Private Wealth LLC | 13,293 | $1.35M | 0.07% | −2,913−18.0% | Reduced |
| Daymark Wealth Partners, LLC | 13,304 | $1.35M | 0.05% | +1,472+12.4% | Added |
| Michels Family Financial, LLC | 13,313 | $1.35M | 1.05% | −679−4.9% | Reduced |
| Future Fund LLC | 13,328 | $1.35M | 0.48% | +2,660+24.9% | Added |
| Schnieders Capital Management, LLC. | 13,355 | $1.36M | 0.24% | +13,355 | New |
| Tepp RIA, LLC | 13,429 | $1.36M | 1.55% | +13,429 | New |
| DKRT Investments Corp. | 13,500 | $1.37M | 0.33% | 00.0% | Unchanged |
| Stevens Capital Management LP | 13,529 | $1.37M | 0.18% | −6,059−30.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,734 | $1.39M | 0.06% | −400−2.8% | Reduced |
| MWA Asset Management | 13,756 | $1.40M | 0.77% | −212−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 13,804 | $1.40M | 0.10% | −1,654−10.7% | Reduced |
| Hobbs Group Advisors, LLC | 13,806 | $1.40M | 0.44% | +649+4.9% | Added |
| Independence Bank of Kentucky | 13,879 | $1.41M | 0.18% | −760−5.2% | Reduced |
| Larson Financial Group LLC | 13,937 | $1.41M | 0.05% | −1,775−11.3% | Reduced |
| Twin Tree Management, LP | 13,958 | $1.42M | 0.07% | −35,486−71.8% | Reduced |
| Skopos Labs, Inc. | 16,801 | $1.42M | 0.19% | −858−4.9% | Reduced |
| Tevis Investment Management | 13,989 | $1.42M | 0.85% | −5,069−26.6% | Reduced |
| Savvy Advisors, Inc. | 14,008 | $1.42M | 0.07% | +1,577+12.7% | Added |
| Inceptionr LLC | 14,038 | $1.42M | 0.34% | −12,778−47.7% | Reduced |
| Ostrum Asset Management | 14,060 | $1.43M | 0.06% | −16,526−54.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,136 | $1.43M | 0.05% | −1,022−6.7% | Reduced |
| Stableford Capital II LLC | 14,160 | $1.44M | 0.52% | −30.0% | Reduced |
| Private Trust Co NA | 14,231 | $1.44M | 0.13% | +569+4.2% | Added |
| Navellier & Associates Inc | 14,264 | $1.45M | 0.15% | +2,366+19.9% | Added |
| Shelton Wealth Management, LLC | 14,339 | $1.46M | 0.68% | −1,049−6.8% | Reduced |
| Conning Inc. | 14,352 | $1.46M | 0.05% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 14,445 | $1.47M | 0.41% | −482−3.2% | Reduced |
| Carson Advisory Inc. | 14,485 | $1.47M | 0.79% | −1,615−10.0% | Reduced |
| NVWM, LLC | 14,533 | $1.48M | 0.33% | −38−0.3% | Reduced |
| Somerset Trust Co | 14,555 | $1.48M | 0.46% | −259−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 15,314 | $1.48M | 0.16% | +3,628+31.0% | Added |
| Portside Wealth Group, LLC | 14,637 | $1.49M | 0.21% | −1,653−10.1% | Reduced |
| Excalibur Management Corp | 14,673 | $1.49M | 0.54% | −10−0.1% | Reduced |
| United Bank | 14,815 | $1.50M | 0.52% | +3,400+29.8% | Added |
| CX Institutional | 14,820 | $1.50M | 0.05% | −511−3.3% | Reduced |
| Consilium Wealth Advisory, LLC | 14,930 | $1.52M | 0.58% | −909−5.7% | Reduced |
| Qtron Investments LLC | 14,946 | $1.52M | 0.19% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 14,962 | $1.52M | 0.26% | +14,962 | New |
| Glaxis Capital Management, LLC | 15,000 | $1.52M | 2.53% | +15,000 | New |
| Ignite Planners, LLC | 15,057 | $1.53M | 0.25% | −330−2.1% | Reduced |
| Ransom Advisory, Ltd | 15,114 | $1.53M | 0.69% | −100−0.7% | Reduced |