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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 1,620 | $164.4K | 0.04% | +20+1.3% | Added |
| WFA of San Diego, LLC | 1,630 | $165.4K | 0.11% | −10−0.6% | Reduced |
| Sittner & Nelson, LLC | 1,638 | $166.3K | 0.06% | 00.0% | Unchanged |
| AXS Investments LLC | 1,727 | $175.3K | 0.06% | +1,727 | New |
| Am Investment Strategies LLC | 1,738 | $176.0K | 0.04% | +1,738 | New |
| Hemington Wealth Management | 1,764 | $179.0K | 0.02% | +185+11.7% | Added |
| Avion Wealth | 1,776 | $180.0K | 0.04% | 00.0% | Unchanged |
| Motco | 1,777 | $180.4K | 0.02% | +1,460+460.6% | Added |
| Prestige Wealth Management Group LLC | 1,816 | $184.3K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 1,822 | $184.9K | 0.00% | +432+31.1% | Added |
| ORG Wealth Partners, LLC | 1,865 | $189.4K | 0.04% | +931+99.7% | Added |
| Kerr Financial Planning Corp | 1,915 | $191.4K | 0.27% | +1,915 | New |
| Empirical Asset Management, LLC | 18,579 | $191.6K | 0.05% | +18,579 | New |
| Bright Futures Wealth Management, LLC. | 1,972 | $200.1K | 0.16% | +1,972 | New |
| Endowment Wealth Management, Inc. | 1,975 | $200.4K | 0.09% | +1,975 | New |
| Park National Corp | 1,978 | $200.8K | 0.01% | +1,978 | New |
| Hudson Value Partners, LLC | 1,980 | $201.0K | 0.06% | +1,980 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $201.0K | 0.14% | +1,990 | New |
| Phillips Financial Management, LLC | 1,986 | $201.6K | 0.01% | +1,986 | New |
| Scientech Research LLC | 1,988 | $201.8K | 0.07% | −4,495−69.3% | Reduced |
| Van Hulzen Asset Management, LLC | 1,989 | $201.9K | 0.02% | −363−15.4% | Reduced |
| Central Valley Advisors, LLC | 1,990 | $202.0K | 0.06% | +1,990 | New |
| West Michigan Advisors, LLC | 1,998 | $202.8K | 0.05% | +1,998 | New |
| Pinnacle Wealth Management Group, Inc. | 1,999 | $202.9K | 0.10% | +1,999 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $203.0K | 0.05% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,001 | $203.1K | 0.00% | +2,001 | New |
| Sentinus, LLC | 2,003 | $203.3K | 0.04% | +2,003 | New |
| Rosenblum Silverman Sutton S F Inc | 2,005 | $203.5K | 0.05% | +2,005 | New |
| Montz Harcus Wealth Management LLC | 2,018 | $204.8K | 0.09% | +2,018 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,018 | $204.8K | 0.01% | +2,018 | New |
| Latitude Advisors, LLC | 2,020 | $205.0K | 0.09% | +2,020 | New |
| Cascade Financial Partners, LLC | 2,030 | $206.0K | 0.02% | +2,030 | New |
| Semus Wealth Partners LLC | 2,032 | $206.2K | 0.12% | +2,032 | New |
| Patron Partners Advisors, LLC | 2,032 | $206.2K | 0.09% | +2,032 | New |
| Wilkinson Global Asset Management LLC | 2,034 | $206.5K | 0.01% | +2,034 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,042 | $207.2K | 0.06% | +2,042 | New |
| City State Bank | 2,044 | $207.5K | 0.06% | 00.0% | Unchanged |
| Note Advisors, LLC | 2,044 | $207.5K | 0.12% | +2,044 | New |
| Retirement Planning Group | 2,047 | $207.8K | 0.01% | +2,047 | New |
| Crawford Investment Counsel Inc | 2,048 | $207.9K | 0.00% | +2,048 | New |
| Avenue 1 Advisors, LLC | 2,048 | $207.9K | 0.07% | +2,048 | New |
| Hoxton Planning & Management, LLC | 2,050 | $208.1K | 0.07% | +2,050 | New |
| Fortis Capital Management LLC | 2,052 | $208.3K | 0.03% | +2,052 | New |
| Integral Investment Advisors, Inc. | 2,054 | $208.5K | 0.06% | +2,054 | New |
| Essex LLC | 2,056 | $208.7K | 0.04% | +2,056 | New |
| Florida Financial Advisors, LLC | 2,054 | $208.7K | 0.06% | +2,054 | New |
| Binnacle Investments Inc | 2,063 | $209.4K | 0.12% | +216+11.7% | Added |
| Ancora Advisors, LLC | 2,068 | $209.9K | 0.00% | −838−28.8% | Reduced |
| ABLE Financial Group, LLC | 2,069 | $210.0K | 0.05% | +2,069 | New |
| Jacobsen Capital Management | 2,071 | $210.2K | 0.07% | +2,071 | New |
| Nations Financial Group Inc, | 2,082 | $211.4K | 0.01% | +2,082 | New |
| Rossby Financial, LCC | 2,142 | $211.4K | 0.07% | +322+17.7% | Added |
| Tred Avon Family Wealth, LLC | 2,086 | $211.7K | 0.07% | +2,086 | New |
| Baxter Bros Inc | 2,086 | $211.8K | 0.02% | +2,086 | New |
| Single Point Partners, LLC | 2,098 | $212.9K | 0.04% | +2,098 | New |
| Mathes Company, Inc. | 2,100 | $213.0K | 0.08% | +2,100 | New |
| Sterling Manor Financial, LLC | 2,100 | $213.2K | 0.13% | +2,100 | New |
| StoneX Group Inc. | 2,117 | $214.8K | 0.01% | −743−26.0% | Reduced |
| Weil Company, Inc. | 2,118 | $215.0K | 0.05% | +2,118 | New |
| Williams Jones Wealth Management, LLC. | 2,128 | $216.0K | 0.00% | +2,128 | New |
| GatePass Capital, LLC | 2,132 | $216.4K | 0.13% | +2,132 | New |
| Stonegate Management LLC | 2,133 | $216.5K | 0.14% | +2,133 | New |
| Bedel Financial Consulting, Inc. | 2,136 | $216.9K | 0.03% | +2,136 | New |
| Tripletail Wealth Management, LLC | 2,200 | $216.9K | 0.26% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 2,144 | $217.6K | 0.07% | +2,144 | New |
| 5T Wealth, LLC | 2,153 | $218.5K | 0.10% | +2,153 | New |
| Crews Bank & Trust | 2,164 | $219.6K | 0.03% | −42−1.9% | Reduced |
| Invested Advisors | 3,016 | $221.0K | 0.32% | +3,016 | New |
| Weinberger Asset Management, Inc | 2,177 | $221.0K | 0.08% | +2,177 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 2,178 | $221.1K | 0.08% | −1,839−45.8% | Reduced |
| Genesis Private Wealth, LLC | 2,180 | $221.3K | 0.09% | −392−15.2% | Reduced |
| Summitry LLC | 2,180 | $221.3K | 0.01% | +2,180 | New |
| Richardson Financial Services Inc. | 2,180 | $221.3K | 0.14% | −90−4.0% | Reduced |
| Lighthouse Financial LLC | 2,188 | $222.1K | 0.15% | +2,188 | New |
| Segment Wealth Management, LLC | 2,189 | $222.2K | 0.01% | +2,189 | New |
| Coyle Financial Counsel LLC | 2,192 | $222.5K | 0.05% | +2,192 | New |
| Peddock Capital Advisors, LLC | 2,200 | $223.3K | 0.05% | +2,200 | New |
| North Capital, Inc. | 2,200 | $223.3K | 0.17% | +51+2.4% | Added |
| Marks Group Wealth Management, Inc | 2,201 | $223.4K | 0.02% | +2,201 | New |
| TCI Wealth Advisors, Inc. | 2,202 | $223.5K | 0.01% | +2,202 | New |
| Reuter James Wealth Management, LLC | 2,203 | $223.7K | 0.03% | −1,022−31.7% | Reduced |
| Acropolis Investment Management, LLC | 2,629 | $223.8K | 0.01% | +2,629 | New |
| Northwest Wealth Management, LLC | 2,212 | $224.6K | 0.04% | +2,212 | New |
| Lee Danner & Bass Inc | 2,214 | $224.7K | 0.02% | +2,214 | New |
| American Trust | 2,221 | $225.4K | 0.02% | +2,221 | New |
| Trust Co of Virginia | 2,222 | $225.5K | 0.02% | +2,222 | New |
| Jag Capital Management, LLC | 2,222 | $225.6K | 0.02% | +102+4.8% | Added |
| Warwick Investment Management, Inc. | 2,233 | $226.7K | 0.04% | +2,233 | New |
| FDx Advisors, Inc. | 2,241 | $227.0K | 0.07% | +2,241 | New |
| Strategic Planning, Inc. | 2,237 | $227.1K | 0.13% | +2,237 | New |
| Sylvest Advisors, LLC | 2,247 | $228.1K | 0.12% | −138−5.8% | Reduced |
| Ashton Thomas Securities, LLC | 2,247 | $228.1K | 0.03% | +2,247 | New |
| Wealth Architects, LLC | 2,257 | $229.1K | 0.02% | +2,257 | New |
| Bill Few Associates, Inc. | 2,257 | $229.1K | 0.06% | +2,257 | New |
| Cora Capital Advisors LLC | 2,258 | $229.2K | 0.10% | +2,258 | New |
| Keebeck Wealth Management, LLC | 2,261 | $229.5K | 0.03% | +2,261 | New |
| Facet Wealth, Inc. | 2,262 | $229.6K | 0.00% | +2,262 | New |
| Traveka Wealth, LLC | 2,264 | $229.8K | 0.10% | +2,264 | New |
| Long Run Wealth Advisors, LLC | 2,265 | $229.8K | 0.05% | +2,265 | New |
| Resolute Wealth Strategies, LLC | 2,269 | $230.3K | 0.11% | +2,269 | New |