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 |
|---|---|---|---|---|---|
| Providence Wealth Advisors, LLC | 2,275 | $230.7K | 0.15% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,280 | $231.4K | 0.07% | +2,280 | New |
| Global Assets Advisory, LLC | 2,284 | $231.9K | 0.07% | +2,284 | New |
| NorthLanding Financial Partners, LLC | 2,286 | $232.0K | 0.19% | +2,286 | New |
| Golden State Wealth Management, LLC | 2,288 | $232.3K | 0.03% | +2+0.1% | Added |
| Carr Financial Group Corp | 2,289 | $232.3K | 0.06% | +2,289 | New |
| Beacon Investment Advisors LLC | 2,294 | $232.9K | 0.10% | +2,294 | New |
| Empire Financial Management Company, LLC | 2,295 | $233.0K | 0.05% | +2,295 | New |
| Parker Financial LLC | 2,304 | $233.9K | 0.10% | +2,304 | New |
| Plimoth Trust Co LLC | 2,310 | $234.5K | 0.05% | +2,310 | New |
| Carl P. Sherr & Co., LLC | 2,311 | $234.6K | 0.11% | +2,311 | New |
| Atlantic Trust, LLC | 2,312 | $234.7K | 0.04% | 00.0% | Unchanged |
| Rinkey Investments | 2,317 | $235.2K | 0.06% | +2,317 | New |
| LVW Advisors, LLC | 2,318 | $235.3K | 0.02% | +2,318 | New |
| 180 Wealth Advisors, LLC | 2,324 | $235.9K | 0.03% | −101−4.2% | Reduced |
| Walker Asset Management, LLC | 2,330 | $236.5K | 0.13% | +2,330 | New |
| Paces Ferry Wealth Advisors, LLC | 2,334 | $236.9K | 0.10% | +2,334 | New |
| Cypress Wealth Services, LLC | 2,342 | $237.7K | 0.04% | +2,342 | New |
| First Wilshire Securities Management Inc | 2,350 | $238.5K | 0.06% | −172−6.8% | Reduced |
| Quantum Financial Advisors, LLC | 2,351 | $238.6K | 0.03% | +2,351 | New |
| Medallion Wealth Advisors, LLC | 2,356 | $239.1K | 0.08% | +10.0% | Added |
| Marietta Investment Partners LLC | 2,358 | $239.3K | 0.05% | +2,358 | New |
| Magnolia Capital Advisors LLC | 2,359 | $239.4K | 0.06% | +2,359 | New |
| Apriem Advisors | 2,360 | $239.5K | 0.02% | +2,360 | New |
| Investmark Advisory Group LLC | 2,362 | $239.8K | 0.10% | +2,362 | New |
| Revolve Wealth Partners, LLC | 2,363 | $239.9K | 0.03% | +2,363 | New |
| Farmers National Bank | 2,364 | $239.9K | 0.06% | +2,364 | New |
| RMB Capital Management, LLC | 2,371 | $240.7K | 0.00% | +2,371 | New |
| Clark Capital Management Group, Inc. | 2,376 | $241.2K | 0.00% | +2,376 | New |
| Y.D. More Investments Ltd | 2,378 | $241.2K | 0.01% | −407−14.6% | Reduced |
| Circle Wealth Management, LLC | 2,379 | $241.4K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,382 | $241.8K | 0.09% | +2,382 | New |
| Money Concepts Capital Corp | 2,394 | $242.9K | 0.01% | +2,394 | New |
| BKD Wealth Advisors, LLC | 2,396 | $243.2K | 0.00% | +36+1.5% | Added |
| LeConte Wealth Management, LLC | 2,408 | $244.4K | 0.16% | −149−5.8% | Reduced |
| True Wealth Design, LLC | 2,409 | $244.5K | 0.07% | +220+10.1% | Added |
| EdgeRock Capital LLC | 2,414 | $245.1K | 0.07% | +2,414 | New |
| New World Advisors LLC | 2,419 | $245.5K | 0.04% | +2,419 | New |
| Waller Financial Planning Group, Inc | 2,420 | $245.6K | 0.06% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,427 | $246.3K | 0.06% | +58+2.4% | Added |
| Register Financial Advisors LLC | 2,429 | $246.5K | 0.10% | +779+47.2% | Added |
| Partners Capital Investment Group, LLP | 2,432 | $246.8K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,435 | $247.2K | 0.01% | −341−12.3% | Reduced |
| Francis Financial, Inc. | 1,451 | $247.7K | 0.04% | +1,451 | New |
| MV Capital Management, Inc. | 2,448 | $248.5K | 0.02% | +2+0.1% | Added |
| Saxon Interests, Inc. | 2,583 | $249.4K | 0.10% | +2,583 | New |
| HM Payson & Co | 2,470 | $250.7K | 0.00% | −113−4.4% | Reduced |
| GK Wealth Management LLC | 2,475 | $251.2K | 0.19% | −328−11.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,483 | $252.0K | 0.06% | −637−20.4% | Reduced |
| Alliance Wealth Management Group | 2,486 | $252.3K | 0.06% | +2,486 | New |
| Pinnacle Bancorp, Inc. | 2,487 | $252.4K | 0.07% | +48+2.0% | Added |
| BlackDiamond Wealth Management Inc. | 2,497 | $253.5K | 0.14% | +75+3.1% | Added |
| Lynch Asset Management, Inc. | 2,500 | $253.8K | 0.08% | −2,500−50.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,500 | $253.8K | 0.05% | +2,500 | New |
| Falcon Wealth Planning | 2,503 | $254.0K | 0.02% | −200−7.4% | Reduced |
| Keebeck Alpha, LP | 2,503 | $254.1K | 0.35% | −2,042−44.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,503 | $254.1K | 0.01% | +2,503 | New |
| Weaver Consulting Group | 2,517 | $255.5K | 0.06% | +2,517 | New |
| Meridian Wealth Advisors, LLC | 2,517 | $255.5K | 0.04% | +5+0.2% | Added |
| Keystone Financial Services | 2,528 | $256.6K | 0.08% | −15−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 2,565 | $256.7K | 0.03% | −831−24.5% | Reduced |
| Horizon Bancorp Inc | 2,530 | $257.0K | 0.12% | +1,197+89.8% | Added |
| SummitTX Capital, L.P. | 2,536 | $257.4K | 0.01% | +2,536 | New |
| QTR Family Wealth, LLC | 2,539 | $257.7K | 0.12% | +2,539 | New |
| IVC Wealth Advisors LLC | 2,539 | $257.7K | 0.12% | +18+0.7% | Added |
| Caldwell Trust Co | 2,544 | $258.2K | 0.02% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,652 | $258.8K | 0.11% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,550 | $258.8K | 0.17% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 2,551 | $258.9K | 0.21% | +14+0.6% | Added |
| Custos Family Office, LLC | 2,552 | $259.1K | 0.15% | +2,552 | New |
| SPC Financial, Inc. | 2,557 | $259.5K | 0.02% | +2,557 | New |
| SLT Holdings LLC | 2,557 | $259.5K | 0.17% | +2,557 | New |
| Ar Asset Management Inc | 2,576 | $261.0K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,576 | $261.5K | 0.03% | +9+0.4% | Added |
| Concentrum Wealth Management | 2,577 | $261.5K | 0.08% | +61+2.4% | Added |
| Searle & Co. | 2,582 | $262.1K | 0.07% | −7−0.3% | Reduced |
| Diametric Capital, LP | 2,588 | $262.7K | 0.10% | +2,588 | New |
| SevenBridge Financial Group, LLC | 2,562 | $263.6K | 0.04% | −144−5.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,601 | $264.0K | 0.01% | −80−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 2,603 | $264.2K | 0.01% | −999−27.7% | Reduced |
| RW Investment Management LLC | 2,607 | $264.6K | 0.03% | −176−6.3% | Reduced |
| Agf Management Ltd | 2,609 | $264.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2,610 | $264.9K | 0.14% | +65+2.6% | Added |
| Asset Allocation & Management Company, LLC | 2,614 | $265.0K | 0.11% | +2,614 | New |
| Atala Financial Inc | 2,615 | $265.4K | 0.17% | 00.0% | Unchanged |
| FMB Wealth Management | 2,618 | $265.7K | 0.11% | +103+4.1% | Added |
| Whelan Financial | 2,634 | $267.3K | 0.08% | +2,634 | New |
| Paragon Private Wealth Management, LLC | 2,636 | $267.6K | 0.09% | +2,636 | New |
| Midwest Trust Co | 2,644 | $268.4K | 0.00% | −947−26.4% | Reduced |
| Addison Advisors LLC | 2,644 | $268.4K | 0.06% | +37+1.4% | Added |
| Goldstein Advisors, LLC | 2,648 | $268.8K | 0.03% | +135+5.4% | Added |
| Arcataur Capital Management LLC | 2,665 | $270.5K | 0.08% | −18−0.7% | Reduced |
| Verus Capital Partners, LLC | 2,666 | $270.6K | 0.02% | +2,666 | New |
| Jaffetilchin Investment Partners, LLC | 2,666 | $270.6K | 0.02% | +2,666 | New |
| Trustco Bank Corp N Y | 2,667 | $270.7K | 0.24% | 00.0% | Unchanged |
| Ewa, LLC | 2,671 | $271.1K | 0.08% | +174+7.0% | Added |
| McLean Asset Management Corp | 2,766 | $271.2K | 0.06% | −54−1.9% | Reduced |
| W Advisors, LLC | 2,686 | $272.6K | 0.14% | +74+2.8% | Added |
| Texas Bank & Trust Co | 2,688 | $272.8K | 0.10% | −3,060−53.2% | Reduced |
| New Century Financial Group, LLC | 2,692 | $273.2K | 0.49% | −21,986−89.1% | Reduced |