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; 2,643 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 149 | $15.0K | 0.00% | −34−18.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 148 | $15.0K | 0.00% | +12+8.8% | Added |
| Bare Financial Services, Inc | 149 | $15.1K | 0.00% | +10+7.2% | Added |
| Deane Retirement Strategies, Inc. | 161 | $16.3K | 0.01% | +161 | New |
| Darwin Advisors, LLC | 161 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 170 | $17.3K | 0.00% | +56+49.1% | Added |
| New Millennium Group LLC | 173 | $17.6K | 0.01% | +6+3.6% | Added |
| Washington Trust Advisors, Inc. | 175 | $17.8K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 177 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $18.0K | 0.01% | +174+17,400.0% | Added |
| Kilter Group LLC | 178 | $18.1K | 0.01% | +11+6.6% | Added |
| Syntax Research, Inc. | 179 | $18.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 182 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 185 | $18.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 186 | $18.9K | 0.00% | +186 | New |
| Country Trust Bank | 189 | $19.2K | 0.00% | +162+600.0% | Added |
| Clark Wealth Partners | 165 | $19.2K | 0.01% | −21−11.3% | Reduced |
| Pin Oak Investment Advisors Inc | 192 | $19.5K | 0.01% | +192 | New |
| Plante Moran Financial Advisors, LLC | 193 | $19.6K | 0.00% | +94+94.9% | Added |
| Pathway Financial Advisers, LLC | 195 | $19.6K | 0.01% | +195 | New |
| Centennial Bank | 195 | $19.8K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 195 | $19.8K | 0.01% | +195 | New |
| Lavaca Capital LLC | 200 | $20.3K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $20.4K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 201 | $20.4K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 202 | $20.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 206 | $20.9K | 0.00% | −199−49.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 210 | $21.3K | 0.00% | +15+7.7% | Added |
| South Plains Financial, Inc. | 212 | $21.5K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 213 | $21.6K | 0.01% | +169+384.1% | Added |
| Stance Capital LLC | 222 | $22.5K | 0.01% | +222 | New |
| S&T Bank | 223 | $22.6K | 0.01% | +197+757.7% | Added |
| Resources Management Corp | 230 | $23.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 227 | $23.1K | 0.00% | +78+52.3% | Added |
| Evelyn Partners Asset Management Ltd | 229 | $23.2K | 0.01% | +229 | New |
| Valued Wealth Advisors LLC | 230 | $23.4K | 0.01% | +7+3.1% | Added |
| Red Tortoise LLC | 233 | $23.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | $24.1K | 0.05% | −6,268−96.4% | Reduced |
| Accredited Wealth Management, LLC | 253 | $24.9K | 0.02% | +8+3.3% | Added |
| GoalVest Advisory LLC | 250 | $25.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 250 | $25.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 253 | $25.6K | 0.02% | +2+0.8% | Added |
| Wolff Wiese Magana LLC | 257 | $26.0K | 0.01% | +120+87.6% | Added |
| Missouri Trust & Investment Co | 260 | $26.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 266 | $27.0K | 0.01% | −38−12.5% | Reduced |
| South State Corp. | 267 | $27.1K | 0.00% | −716−72.8% | Reduced |
| Piscataqua Savings Bank | 270 | $27.4K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 270 | $27.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 273 | $27.7K | 0.01% | +47+20.8% | Added |
| Barrett & Company, Inc. | 279 | $28.4K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 283 | $28.7K | 0.02% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 299 | $30.4K | 0.05% | −43−12.6% | Reduced |
| Draper Asset Management, LLC | 32,000 | $32.2K | 0.02% | +32,000 | New |
| Dunhill Financial, LLC | 319 | $32.4K | 0.01% | +153+92.2% | Added |
| Rakuten Securities, Inc. | 319 | $32.4K | 0.01% | −5,621−94.6% | Reduced |
| Raffa Wealth Management, LLC | 327 | $33.2K | 0.01% | +40+13.9% | Added |
| Creative Capital Management Investments LLC | 328 | $33.3K | 0.01% | −73−18.2% | Reduced |
| Guerra Advisors Inc | 329 | $33.4K | 0.01% | +329 | New |
| Smallwood Wealth Investment Management, LLC | 331 | $33.6K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 340 | $34.5K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 348 | $35.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 349 | $35.5K | 0.00% | +56+19.1% | Added |
| Abound Wealth Management | 358 | $36.4K | 0.01% | +74+26.1% | Added |
| TFC Financial Management | 359 | $36.4K | 0.00% | +34+10.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $38.0K | 0.01% | +75+25.1% | Added |
| Consultiva Wealth Management, Corp. | 379 | $38.5K | 0.11% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 399 | $40.0K | 0.02% | +399 | New |
| Howard Hughes Medical Institute | 396 | $40.2K | 0.02% | −9−2.2% | Reduced |
| Tortoise Investment Management, LLC | 396 | $40.2K | 0.00% | +30+8.2% | Added |
| TruNorth Capital Management, LLC | 400 | $40.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 406 | $41.2K | 0.00% | −813−66.7% | Reduced |
| Strategic Investment Solutions, Inc. | 407 | $41.3K | 0.01% | +2+0.5% | Added |
| Avalon Trust Co | 410 | $41.6K | 0.00% | +10+2.5% | Added |
| Accent Capital Management, LLC | 412 | $41.8K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 418 | $42.4K | 0.01% | +109+35.3% | Added |
| Hazlett, Burt & Watson, Inc. | 439 | $44.0K | 0.02% | +1+0.2% | Added |
| Riverview Trust Co | 435 | $44.2K | 0.05% | 00.0% | Unchanged |
| Robinswood Financial LLC | 438 | $44.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 440 | $44.6K | 0.02% | +26+6.3% | Added |
| Coston, McIsaac & Partners | 444 | $45.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 449 | $45.6K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 469 | $47.6K | 0.02% | +1+0.2% | Added |
| West Branch Capital LLC | 492 | $49.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 510 | $50.3K | 0.03% | +210+70.0% | Added |
| JPL Wealth Management, LLC | 497 | $50.4K | 0.01% | +497 | New |
| Webster Bank, N. A. | 500 | $50.8K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $50.8K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $50.8K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 500 | $50.8K | 0.01% | +500 | New |
| Core Alternative Capital | 509 | $51.7K | 0.01% | −170−25.0% | Reduced |
| Park Place Capital Corp | 510 | $51.8K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 510 | $51.8K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 513 | $52.1K | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 522 | $53.0K | 0.00% | +522 | New |
| Fairway Wealth LLC | 528 | $53.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 531 | $53.9K | 0.01% | −73−12.1% | Reduced |
| Capital Advisors, Ltd. LLC | 546 | $55.0K | 0.01% | −3−0.5% | Reduced |