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
- 2,215
- +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
- 790 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 |
|---|---|---|---|---|---|
| Riverbend Wealth Management, LLC | 15,121 | $1.53M | 1.07% | −17−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 15,200 | $1.54M | 0.35% | −534−3.4% | Reduced |
| Clarius Group, LLC | 15,352 | $1.56M | 0.09% | −3,422−18.2% | Reduced |
| Umb Bank N A | 15,358 | $1.56M | 0.02% | −430−2.7% | Reduced |
| Winthrop Capital Management, LLC | 15,416 | $1.56M | 0.38% | +251+1.7% | Added |
| Quest Partners LLC | 15,536 | $1.58M | 0.10% | +4,974+47.1% | Added |
| Generation Capital Management LLC | 15,580 | $1.58M | 1.15% | −305−1.9% | Reduced |
| Machina Capital S.A.S. | 15,668 | $1.59M | 0.28% | −14,230−47.6% | Reduced |
| Secured Retirement Advisors, LLC | 15,671 | $1.59M | 0.89% | +349+2.3% | Added |
| Widmann Financial Services, Inc. | 15,698 | $1.59M | 1.00% | −73−0.5% | Reduced |
| CSS LLC | 15,798 | $1.60M | 0.10% | −8,400−34.7% | Reduced |
| Boyar Asset Management Inc. | 15,806 | $1.60M | 1.02% | −66−0.4% | Reduced |
| Premier Path Wealth Partners, LLC | 15,831 | $1.61M | 0.21% | −35−0.2% | Reduced |
| GKV Capital Management Co., Inc. | 15,870 | $1.61M | 0.64% | +100+0.6% | Added |
| Measured Wealth Private Client Group, LLC | 16,082 | $1.63M | 0.44% | −2,136−11.7% | Reduced |
| Avestar Capital, LLC | 16,171 | $1.64M | 0.12% | +925+6.1% | Added |
| Citizens National Bank Trust Department | 16,195 | $1.64M | 0.29% | −1,677−9.4% | Reduced |
| Venturi Wealth Management, LLC | 16,223 | $1.65M | 0.08% | +820+5.3% | Added |
| Spirepoint Private Client, LLC | 16,231 | $1.65M | 0.17% | +16,231 | New |
| Myriad Asset Management US LP | 16,394 | $1.66M | 0.90% | +16,394 | New |
| Wealth Effects LLC | 16,462 | $1.67M | 0.54% | +30.0% | Added |
| Melfa Wealth Management, LLC | 16,466 | $1.67M | 0.98% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 16,800 | $1.68M | 0.22% | −4,447−20.9% | Reduced |
| Meyer Handelman Co | 16,525 | $1.68M | 0.05% | −500−2.9% | Reduced |
| Arjuna Capital | 16,587 | $1.68M | 0.42% | +112+0.7% | Added |
| Thoroughbred Financial Services, LLC | 16,615 | $1.69M | 0.10% | +1,719+11.5% | Added |
| Eagle Global Advisors LLC | 16,650 | $1.69M | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 16,793 | $1.70M | 0.04% | −860−4.9% | Reduced |
| Worth Asset Management, LLC | 16,816 | $1.71M | 0.77% | +16,816 | New |
| Golden State Equity Partners | 16,970 | $1.72M | 0.29% | −4,664−21.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,000 | $1.73M | 0.91% | −2,000−10.5% | Reduced |
| Dakota Wealth Management | 17,003 | $1.73M | 0.03% | −1,747−9.3% | Reduced |
| Wright Investors Service Inc | 17,004 | $1.73M | 0.50% | −1,462−7.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 17,014 | $1.73M | 0.35% | +233+1.4% | Added |
| Round Rock Advisors, LLC | 17,085 | $1.73M | 0.27% | +103+0.6% | Added |
| Sage Mountain Advisors LLC | 17,141 | $1.74M | 0.10% | +4,550+36.1% | Added |
| Mutual Advisors, LLC | 18,038 | $1.74M | 0.04% | −429−2.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,208 | $1.75M | 0.13% | +609+3.7% | Added |
| Essex Financial Services, Inc. | 17,245 | $1.75M | 0.10% | +87+0.5% | Added |
| Chapman Financial Group, LLC | 17,255 | $1.75M | 1.21% | −65−0.4% | Reduced |
| EJF Capital LLC | 17,335 | $1.76M | 1.02% | +5,673+48.6% | Added |
| Breakwater Capital Group | 17,341 | $1.76M | 0.26% | −125−0.7% | Reduced |
| Richard Bernstein Advisors LLC | 17,344 | $1.76M | 0.05% | −27,400−61.2% | Reduced |
| Birchbrook, Inc. | 17,364 | $1.76M | 0.91% | −739−4.1% | Reduced |
| Transatlantique Private Wealth LLC | 17,384 | $1.76M | 0.58% | +1,038+6.4% | Added |
| RFG Advisory, LLC | 17,399 | $1.77M | 0.04% | −33,940−66.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 17,476 | $1.77M | 0.15% | +2,879+19.7% | Added |
| Bayview Asset Management, LLC | 17,500 | $1.78M | 1.36% | −2,500−12.5% | Reduced |
| Venture Visionary Partners LLC | 17,502 | $1.78M | 0.06% | −855−4.7% | Reduced |
| Cardinal Point Capital Management, ULC | 17,507 | $1.78M | 0.12% | −650−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 17,532 | $1.78M | 0.03% | −10,269−36.9% | Reduced |
| LRI Investments, LLC | 17,536 | $1.78M | 0.15% | +8,876+102.5% | Added |
| Institute for Wealth Management, LLC. | 17,548 | $1.78M | 0.19% | −168−0.9% | Reduced |
| Berkeley Capital Partners, LLC | 17,591 | $1.79M | 0.42% | −4,353−19.8% | Reduced |
| Deltec Asset Management LLC | 17,605 | $1.79M | 0.29% | −520−2.9% | Reduced |
| LM Advisors LLC | 17,701 | $1.80M | 0.26% | −2,000−10.2% | Reduced |
| Leavell Investment Management, Inc. | 17,705 | $1.80M | 0.08% | +234+1.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.80M | 0.97% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,741 | $1.80M | 0.01% | +4,868+37.8% | Added |
| Ballentine Partners, LLC | 17,744 | $1.80M | 0.03% | −49−0.3% | Reduced |
| Cigna Investments Inc | 17,883 | $1.81M | 0.26% | −307−1.7% | Reduced |
| Kingsman Wealth Management, Inc. | 17,883 | $1.82M | 1.01% | +17,883 | New |
| Paragon Capital Management LLC | 18,021 | $1.83M | 0.88% | −282−1.5% | Reduced |
| Hilltop Holdings Inc. | 18,053 | $1.83M | 0.10% | +258+1.4% | Added |
| Fusion Capital, LLC | 18,126 | $1.83M | 0.53% | −292−1.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,133 | $1.84M | 0.05% | +2,777+18.1% | Added |
| E&G Advisors, LP | 18,165 | $1.84M | 0.43% | +312+1.7% | Added |
| SlateStone Wealth, LLC | 18,180 | $1.84M | 0.16% | −152−0.8% | Reduced |
| Norden Group LLC | 18,263 | $1.85M | 0.19% | −1,046−5.4% | Reduced |
| World Equity Group, Inc. | 18,489 | $1.88M | 0.43% | +4,395+31.2% | Added |
| Intrust Bank NA | 18,635 | $1.89M | 0.16% | +709+4.0% | Added |
| Pflug Koory, LLC | 18,714 | $1.90M | 0.90% | 00.0% | Unchanged |
| Spire Wealth Management | 18,781 | $1.91M | 0.06% | +930+5.2% | Added |
| Prosperity Consulting Group, LLC | 18,914 | $1.92M | 0.09% | +651+3.6% | Added |
| Klingman & Associates, LLC | 19,016 | $1.93M | 0.10% | +740+4.0% | Added |
| Ausdal Financial Partners, Inc. | 19,024 | $1.93M | 0.09% | +756+4.1% | Added |
| Paradigm Financial Partners, LLC | 19,157 | $1.94M | 0.20% | +4,790+33.3% | Added |
| Wealthcare Advisory Partners LLC | 19,170 | $1.95M | 0.04% | +455+2.4% | Added |
| Greenleaf Trust | 19,305 | $1.96M | 0.02% | −1,860−8.8% | Reduced |
| First National Trust Co | 19,352 | $1.96M | 0.07% | +70.0% | Added |
| Hayek Kallen Investment Management | 19,396 | $1.97M | 0.62% | +25+0.1% | Added |
| WFA Asset Management Corp | 31,562 | $1.98M | 1.07% | −544−1.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 19,626 | $1.98M | 0.24% | −15,416−44.0% | Reduced |
| Benedict Financial Advisors Inc | 19,497 | $1.98M | 0.43% | −499−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 19,505 | $1.98M | 0.14% | −1,396−6.7% | Reduced |
| Connable Office Inc | 19,506 | $1.98M | 0.18% | −11,903−37.9% | Reduced |
| Convergence Investment Partners, LLC | 19,571 | $1.99M | 0.45% | −2,205−10.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 19,587 | $1.99M | 0.34% | −123−0.6% | Reduced |
| Regions Financial Corp | 19,616 | $1.99M | 0.01% | +2,728+16.2% | Added |
| Central Trust Co | 19,746 | $2.00M | 0.04% | −1,706−8.0% | Reduced |
| DMKC Advisory Services, LLC | 19,758 | $2.01M | 1.02% | −80−0.4% | Reduced |
| CFS Investment Advisory Services, LLC | 20,347 | $2.01M | 0.15% | +304+1.5% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $2.02M | 0.09% | 00.0% | Unchanged |
| FIL Ltd | 19,922 | $2.02M | 0.00% | +5,161+35.0% | Added |
| Fifth Third Wealth Advisors LLC | 19,963 | $2.03M | 0.07% | −736−3.6% | Reduced |
| Commerzbank Aktiengesellschaft | 19,994 | $2.03M | 0.04% | −2,970−12.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.03M | 0.22% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $2.05M | 0.88% | – | – |
| Kathmere Capital Management, LLC | 20,220 | $2.05M | 0.15% | −26−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,366 | $2.07M | 0.04% | +303+1.5% | Added |