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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 546 | $55.4K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $55.7K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 562 | $57.0K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 571 | $58.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 578 | $58.7K | 0.01% | +391+209.1% | Added |
| City Holding Co | 582 | $59.1K | 0.01% | −60−9.3% | Reduced |
| Cranbrook Wealth Management, LLC | 595 | $60.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 597 | $60.6K | 0.03% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $60.9K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $60.9K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 612 | $62.1K | 0.01% | +1+0.2% | Added |
| Financial Network Wealth Advisors LLC | 621 | $63.0K | 0.07% | −69−10.0% | Reduced |
| First Community Trust NA | 625 | $63.4K | 0.05% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 645 | $65.5K | 0.06% | −87−11.9% | Reduced |
| Banque Transatlantique SA | 652 | $66.2K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 659 | $66.9K | 0.04% | +659 | New |
| Smithfield Trust Co | 677 | $68.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 672 | $68.2K | 0.02% | +672 | New |
| Mark Sheptoff Financial Planning, LLC | 680 | $69.0K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 685 | $69.5K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 697 | $70.7K | 0.00% | −34−4.7% | Reduced |
| Hara Capital LLC | 700 | $71.0K | 0.04% | −50−6.7% | Reduced |
| Cape Investment Advisory, Inc. | 702 | $71.3K | 0.07% | −541−43.5% | Reduced |
| ORG Partners LLC | 706 | $71.7K | 0.01% | +178+33.7% | Added |
| Hartford Financial Management Inc. | 721 | $73.2K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 721 | $73.2K | 0.01% | +18+2.6% | Added |
| Quarry LP | 726 | $73.7K | 0.02% | −1,168−61.7% | Reduced |
| Front Row Advisors LLC | 735 | $74.6K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 744 | $75.5K | 0.03% | +400+116.3% | Added |
| Beaird Harris Wealth Management, LLC | 749 | $76.0K | 0.01% | +38+5.3% | Added |
| Cornerstone Planning Group LLC | 769 | $77.0K | 0.01% | +195+34.0% | Added |
| GPS Wealth Strategies Group, LLC | 795 | $80.6K | 0.01% | +10+1.3% | Added |
| Vermillion Wealth Management, Inc. | 800 | $81.2K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 800 | $81.2K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 824 | $83.6K | 0.03% | +450+120.3% | Added |
| JCIC Asset Management Inc. | 845 | $85.8K | 0.03% | +845 | New |
| Hilltop National Bank | 848 | $86.1K | 0.02% | +44+5.5% | Added |
| Morse Asset Management, Inc | 852 | $86.5K | 0.02% | +695+442.7% | Added |
| UMA Financial Services, Inc. | 866 | $87.9K | 0.01% | +321+58.9% | Added |
| Catalyst Capital Advisors LLC | 869 | $88.2K | 0.00% | −944−52.1% | Reduced |
| Hoey Investments, Inc | 900 | $91.3K | 0.01% | −4−0.4% | Reduced |
| Pacifica Partners Inc. | 938 | $92.6K | 0.03% | −60−6.0% | Reduced |
| Orion Capital Management LLC | 927 | $94.1K | 0.03% | +27+3.0% | Added |
| Osterweis Capital Management Inc | 935 | $94.9K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 958 | $97.0K | 0.00% | +4+0.4% | Added |
| Kozak & Associates, Inc. | 1,016 | $99.8K | 0.02% | +111+12.3% | Added |
| Salomon & Ludwin, LLC | 1,032 | $100.9K | 0.01% | +361+53.8% | Added |
| Community Bank, N.A. | 996 | $101.1K | 0.01% | +996 | New |
| Founders Capital Management | 1,000 | $101.5K | 0.05% | −400−28.6% | Reduced |
| Solstein Capital, LLC | 1,000 | $101.5K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $101.5K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $102.0K | 0.05% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,054 | $104.0K | 0.06% | +1,054 | New |
| Princeton Global Asset Management LLC | 1,028 | $104.3K | 0.02% | +488+90.4% | Added |
| Blue Bell Private Wealth Management, LLC | 1,096 | $111.2K | 0.02% | +343+45.6% | Added |
| Sagard Holdings Management Inc. | 1,100 | $111.7K | 0.56% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,121 | $113.8K | 0.01% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,131 | $114.8K | 0.04% | −6,965−86.0% | Reduced |
| WPG Advisers, LLC | 1,152 | $116.9K | 0.09% | +406+54.4% | Added |
| ZRC Wealth Management, LLC | 1,155 | $117.2K | 0.04% | +155+15.5% | Added |
| Investment Research & Advisory Group, Inc. | 1,124 | $118.2K | 0.04% | +16+1.4% | Added |
| Activest Wealth Management | 1,172 | $118.9K | 0.02% | +254+27.7% | Added |
| Trust Co of Vermont | 1,192 | $121.0K | 0.01% | +146+14.0% | Added |
| Boreal Capital Management LLC | 1,195 | $121.3K | 0.10% | +100+9.1% | Added |
| St Germain D J Co Inc | 1,224 | $124.2K | 0.00% | −75−5.8% | Reduced |
| Montag A & Associates Inc | 1,233 | $125.2K | 0.01% | −17−1.4% | Reduced |
| DT Investment Partners, LLC | 1,251 | $127.0K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,252 | $127.1K | 0.17% | −1,198−48.9% | Reduced |
| Bell Investment Advisors, Inc | 1,253 | $127.2K | 0.02% | −65−4.9% | Reduced |
| Ogorek Anthony Joseph | 1,293 | $131.0K | 0.04% | −98−7.0% | Reduced |
| Covestor Ltd | 1,308 | $133.0K | 0.07% | −1,060−44.8% | Reduced |
| First Command Advisory Services, Inc. | 1,336 | $135.6K | 0.00% | +15+1.1% | Added |
| Bruce G. Allen Investments, LLC | 1,345 | $136.5K | 0.10% | +354+35.7% | Added |
| REAP Financial Group, LLC | 1,349 | $137.0K | 0.03% | +93+7.4% | Added |
| SOA Wealth Advisors, LLC. | 1,362 | $138.2K | 0.02% | +10+0.7% | Added |
| Saranac Partners Ltd | 1,365 | $138.5K | 0.03% | +1,365 | New |
| Monetary Management Group Inc | 1,375 | $139.6K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,378 | $139.9K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $142.1K | 0.07% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,403 | $142.4K | 0.09% | 00.0% | Unchanged |
| CNB Bank | 1,410 | $143.1K | 0.06% | +808+134.2% | Added |
| Heritage Wealth Advisors | 1,414 | $143.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,420 | $144.1K | 0.07% | +1,420 | New |
| Aventura Private Wealth, LLC | 1,431 | $145.2K | 0.05% | +339+31.0% | Added |
| Hanson & Doremus Investment Management | 1,450 | $147.0K | 0.02% | +50+3.6% | Added |
| CKW Financial Group | 1,500 | $148.0K | 0.02% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,482 | $150.4K | 0.13% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,488 | $151.0K | 0.01% | +1,210+435.3% | Added |
| Murphy & Mullick Capital Management Corp | 1,506 | $152.2K | 0.11% | +352+30.5% | Added |
| Future Financial Wealth Managment LLC | 1,500 | $152.3K | 0.10% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,505 | $152.8K | 0.07% | +200+15.3% | Added |
| GW&K Investment Management, LLC | 1,524 | $155.0K | 0.00% | +31+2.1% | Added |
| Peoples Financial Services Corp. | 1,543 | $156.6K | 0.07% | −50−3.1% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $157.3K | 0.05% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,571 | $159.5K | 0.08% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,600 | $162.4K | 0.14% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,613 | $163.7K | 0.09% | +672+71.4% | Added |
| Private Wealth Asset Management, LLC | 1,614 | $163.8K | 0.02% | +7+0.4% | Added |
| TSFG, LLC | 1,617 | $164.0K | 0.03% | −101−5.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,619 | $164.3K | 0.02% | +1,619 | New |