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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 3,403 | $345.4K | 0.03% | +84+2.5% | Added |
| PFG Advisors | 3,413 | $346.4K | 0.01% | +3,413 | New |
| EPG Wealth Management LLC | 3,414 | $346.5K | 0.10% | −191−5.3% | Reduced |
| Towercrest Capital Management | 3,439 | $349.1K | 0.06% | +925+36.8% | Added |
| Rothschild Investment LLC | 3,457 | $350.9K | 0.02% | +423+13.9% | Added |
| Orca Investment Management, LLC | 3,468 | $352.0K | 0.29% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 3,470 | $352.2K | 0.06% | +90+2.7% | Added |
| First Nebraska Trust Co | 3,489 | $354.1K | 0.03% | −1,750−33.4% | Reduced |
| MBL Wealth, LLC | 3,494 | $354.6K | 0.03% | −225−6.1% | Reduced |
| Penn Mutual Asset Management, LLC | 3,500 | $355.3K | 0.69% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 3,500 | $355.3K | 0.05% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,504 | $355.7K | 0.07% | −12,396−78.0% | Reduced |
| Diversified Enterprises, LLC | 3,517 | $357.0K | 0.02% | +321+10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,527 | $358.0K | 0.08% | −381−9.7% | Reduced |
| MJP Associates Inc | 3,548 | $360.1K | 0.05% | +159+4.7% | Added |
| Legacy Edge Advisors, LLC | 3,557 | $361.0K | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 3,559 | $361.3K | 0.02% | −738−17.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,560 | $361.3K | 0.01% | +431+13.8% | Added |
| Neville Rodie & Shaw Inc | 3,581 | $363.0K | 0.03% | +505+16.4% | Added |
| Lifestyle Asset Management, Inc. | 3,578 | $363.2K | 0.12% | −200−5.3% | Reduced |
| Sendero Wealth Management, LLC | 3,606 | $366.0K | 0.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,606 | $366.0K | 0.11% | +19+0.5% | Added |
| Blalock Williams, LLC | 3,619 | $367.3K | 0.32% | +540+17.5% | Added |
| Eisler Capital Management Ltd. | 3,566 | $368.0K | 0.01% | −350,784−99.0% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,638 | $369.3K | 0.37% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,645 | $369.9K | 0.02% | +7+0.2% | Added |
| OneAscent Financial Services LLC | 3,650 | $370.4K | 0.02% | −1,473−28.8% | Reduced |
| Sherbrooke Park Advisers LLC | 3,651 | $370.6K | 0.17% | −6,564−64.3% | Reduced |
| Mayport, LLC | 3,656 | $371.0K | 0.08% | +3,656 | New |
| GAM Holding AG | 3,657 | $371.2K | 0.02% | +3,657 | New |
| JBGlobal.com LLC | 3,657 | $371.2K | 0.38% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,677 | $373.2K | 0.16% | +161+4.6% | Added |
| Corecam Pte. Ltd. | 3,677 | $373.2K | 0.20% | −1,152−23.9% | Reduced |
| Allied Investment Advisors, LLC | 3,689 | $374.4K | 0.06% | +37+1.0% | Added |
| Blue Barn Wealth, LLC | 3,691 | $374.7K | 0.16% | −277−7.0% | Reduced |
| Fortitude Family Office, LLC | 3,692 | $374.7K | 0.10% | −12−0.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,693 | $374.8K | 0.04% | +576+18.5% | Added |
| Pacific Center for Financial Services | 3,695 | $375.0K | 0.10% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 3,696 | $375.2K | 0.11% | +3,696 | New |
| Davidson Trust Co | 3,701 | $375.7K | 0.16% | +3,701 | New |
| Ameritas Advisory Services, LLC | 3,710 | $376.5K | 0.02% | −15,269−80.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,718 | $377.4K | 0.08% | +3,718 | New |
| Stratos Wealth Advisors, LLC | 3,721 | $377.7K | 0.02% | +3,721 | New |
| Accel Wealth Management | 3,723 | $377.9K | 0.11% | −92−2.4% | Reduced |
| Foster & Motley Inc | 3,723 | $378.0K | 0.02% | −439−10.5% | Reduced |
| Winthrop Advisory Group LLC | 3,739 | $379.5K | 0.03% | +4+0.1% | Added |
| Aspen Investment Management Inc | 3,739 | $380.0K | 0.15% | 00.0% | Unchanged |
| Key Financial Inc | 3,868 | $381.8K | 0.07% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 3,764 | $382.0K | 0.08% | −21−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,770 | $383.0K | 0.06% | −7,510−66.6% | Reduced |
| Balboa Wealth Partners | 3,791 | $384.8K | 0.07% | −164−4.1% | Reduced |
| Boltwood Capital Management | 3,795 | $385.2K | 0.10% | +350+10.2% | Added |
| Sagace Wealth Management LLC | 3,807 | $386.4K | 0.26% | +3,807 | New |
| Whitener Capital Management, Inc. | 3,810 | $386.7K | 0.09% | −47−1.2% | Reduced |
| Spartan Planning & Wealth Management | 3,818 | $387.6K | 0.30% | +3+0.1% | Added |
| Teza Capital Management LLC | 3,829 | $388.6K | 2.10% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,831 | $388.9K | 0.10% | +187+5.1% | Added |
| Beaton Management Co. Inc. | 3,866 | $392.0K | 0.18% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,863 | $392.1K | 0.06% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 3,873 | $393.0K | 0.06% | +3,873 | New |
| Aspen Wealth Strategies, LLC | 3,902 | $396.1K | 0.22% | +346+9.7% | Added |
| Gryphon Financial Partners LLC | 3,907 | $396.6K | 0.05% | −1,350−25.7% | Reduced |
| Beaumont Financial Advisors, LLC | 3,910 | $396.9K | 0.03% | −66−1.7% | Reduced |
| Mattson Financial Services, LLC | 3,919 | $397.8K | 0.10% | −148−3.6% | Reduced |
| Smith Thornton Advisors LLC | 3,928 | $398.7K | 0.21% | −1,000−20.3% | Reduced |
| RDA Financial Network | 3,935 | $399.4K | 0.10% | −5−0.1% | Reduced |
| Albert D Mason Inc | 3,944 | $400.3K | 0.26% | +55+1.4% | Added |
| TT Capital Management LLC | 3,975 | $403.4K | 0.31% | −6,027−60.3% | Reduced |
| Roble, Belko & Company, Inc | 4,002 | $406.0K | 0.06% | +2+0.1% | Added |
| Carter Financial Group, INC. | 4,010 | $407.1K | 0.25% | +1,251+45.3% | Added |
| Regal Investment Advisors LLC | 4,027 | $408.8K | 0.03% | +141+3.6% | Added |
| Traphagen Investment Advisors LLC | 4,031 | $409.1K | 0.04% | +1,123+38.6% | Added |
| Principal Street Partners, LLC | 4,040 | $410.1K | 0.07% | −3,327−45.2% | Reduced |
| Legacy Solutions, LLC | 4,047 | $410.7K | 0.37% | −111−2.7% | Reduced |
| Wayfinding Financial, LLC | 4,052 | $411.0K | 0.18% | +37+0.9% | Added |
| Interchange Capital Partners, LLC | 4,092 | $413.5K | 0.08% | +4,092 | New |
| Roberts Capital Advisors, LLC | 4,077 | $413.8K | 0.46% | +4,077 | New |
| GSB Wealth Management, LLC | 4,082 | $414.4K | 0.09% | −109−2.6% | Reduced |
| Embree Financial Group | 4,084 | $414.6K | 0.06% | +188+4.8% | Added |
| Strive Asset Management, LLC | 4,085 | $414.6K | 0.22% | −401−8.9% | Reduced |
| LexAurum Advisors, LLC | 4,087 | $414.8K | 0.06% | −1,366−25.1% | Reduced |
| Tamar Securities, LLC | 4,093 | $415.4K | 0.05% | +49+1.2% | Added |
| Applied Capital LLC | 4,094 | $415.5K | 0.30% | −140−3.3% | Reduced |
| Pingora Partners LLC | 4,100 | $416.1K | 0.28% | −195−4.5% | Reduced |
| Navis Wealth Advisors, LLC | 4,100 | $416.1K | 0.31% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,101 | $416.3K | 0.07% | +361+9.7% | Added |
| Westover Capital Advisors, LLC | 4,112 | $417.4K | 0.08% | +150+3.8% | Added |
| Calton & Associates, Inc. | 4,125 | $418.7K | 0.06% | −1,624−28.2% | Reduced |
| Addison Capital Co | 4,126 | $418.8K | 0.12% | +280+7.3% | Added |
| Wealth Management Partners, LLC | 4,136 | $419.9K | 0.13% | 00.0% | Unchanged |
| Apella Capital, LLC | 4,378 | $421.4K | 0.01% | +4,378 | New |
| Steinberg Asset Management LLC | 4,174 | $423.7K | 0.30% | −10.0% | Reduced |
| Flynn Zito Capital Management, LLC | 4,175 | $423.8K | 0.16% | −196−4.5% | Reduced |
| Bluesphere Advisors, LLC | 4,193 | $425.6K | 0.20% | +67+1.6% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $430.2K | 0.01% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 4,473 | $432.5K | 0.04% | +1,661+59.1% | Added |
| Brass Tax Wealth Management, Inc | 4,262 | $432.6K | 0.07% | −106−2.4% | Reduced |
| waypoint wealth counsel | 4,278 | $434.2K | 0.17% | +574+15.5% | Added |
| BancorpSouth Bank | 4,277 | $434.2K | 0.03% | +67+1.6% | Added |
| Associated Banc-Corp | 4,278 | $434.2K | 0.01% | −508−10.6% | Reduced |