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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 4,298 | $436.2K | 0.00% | +95+2.3% | Added |
| Lantz Financial LLC | 4,303 | $436.8K | 0.10% | +1,189+38.2% | Added |
| X-Square Capital, LLC | 4,311 | $438.0K | 0.14% | +10.0% | Added |
| Kentucky Trust Co | 4,319 | $438.4K | 0.24% | −100−2.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,339 | $440.4K | 0.11% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 4,353 | $441.9K | 0.27% | −74,241−94.5% | Reduced |
| SCS Capital Management LLC | 4,359 | $442.4K | 0.00% | +157+3.7% | Added |
| Greenfield Savings Bank | 4,383 | $444.9K | 0.19% | −92−2.1% | Reduced |
| Becker Capital Management Inc | 4,395 | $446.1K | 0.01% | −180−3.9% | Reduced |
| Advyzon Investment Management, LLC | 4,399 | $446.5K | 0.08% | +1,067+32.0% | Added |
| Beacon Investment Advisory Services, Inc. | 4,403 | $446.9K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 4,399 | $447.0K | 0.03% | −298−6.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,408 | $447.4K | 0.10% | −321−6.8% | Reduced |
| Evercore Wealth Management, LLC | 4,426 | $449.2K | 0.01% | +48+1.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,456 | $450.0K | 0.15% | −550−11.0% | Reduced |
| Root Financial Partners, LLC | 4,440 | $450.7K | 0.03% | +209+4.9% | Added |
| Coastal Investment Advisors, Inc. | 4,441 | $450.8K | 0.15% | −144−3.1% | Reduced |
| Allen Capital Group, LLC | 4,457 | $452.4K | 0.04% | +70+1.6% | Added |
| Seamount Financial Group Inc | 4,483 | $455.0K | 0.21% | −197−4.2% | Reduced |
| Financial Engines Advisors L.L.C. | 4,487 | $455.4K | 0.00% | +173+4.0% | Added |
| Entropy Technologies, LP | 4,495 | $456.2K | 0.03% | +4,495 | New |
| Freestone Grove Partners LP | 4,500 | $456.8K | 0.00% | −655,626−99.3% | Reduced |
| O'Rourke & Company, Inc | 4,501 | $456.9K | 0.19% | +5+0.1% | Added |
| Tarbox Family Office, Inc. | 4,501 | $456.9K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,503 | $457.1K | 0.22% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 5,375 | $457.5K | 0.37% | −1,076−16.7% | Reduced |
| Whalen Wealth Management Inc. | 4,520 | $458.8K | 0.27% | −363−7.4% | Reduced |
| BIP Wealth, LLC | 4,531 | $459.9K | 0.02% | +942+26.2% | Added |
| Glen Eagle Advisors, LLC | 4,549 | $461.7K | 0.06% | +520+12.9% | Added |
| Tradewinds, LLC. | 4,550 | $461.8K | 0.11% | +4,550 | New |
| CenterStar Asset Management, LLC | 4,549 | $461.9K | 0.88% | +689+17.8% | Added |
| Ariadne Wealth Management, LP | 4,567 | $462.5K | 0.21% | −119−2.5% | Reduced |
| Bay Capital Advisors, LLC | 4,558 | $462.7K | 0.30% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,584 | $465.3K | 0.01% | +455+11.0% | Added |
| Sentry Investment Management LLC | 4,821 | $466.0K | 0.31% | −1,272−20.9% | Reduced |
| Washington Capital Management Inc | 4,600 | $466.9K | 0.33% | −2,000−30.3% | Reduced |
| Mission Wealth Management, LP | 4,617 | $468.7K | 0.01% | −227−4.7% | Reduced |
| Alta Wealth Advisors LLC | 4,628 | $469.7K | 0.17% | +25+0.5% | Added |
| Wellington Shields Capital Management, LLC | 4,629 | $469.8K | 0.07% | −589−11.3% | Reduced |
| Kennedy Investment Group | 4,640 | $470.9K | 0.19% | −82−1.7% | Reduced |
| First Heartland Consultants, Inc. | 4,659 | $472.9K | 0.04% | −336−6.7% | Reduced |
| Claro Advisors LLC | 4,676 | $474.6K | 0.07% | +6+0.1% | Added |
| MSH Capital Advisors LLC | 4,704 | $477.5K | 0.13% | −1,091−18.8% | Reduced |
| BOS Asset Management, LLC | 4,712 | $478.3K | 0.13% | −146−3.0% | Reduced |
| Optimize Financial Inc | 4,723 | $479.4K | 0.25% | +4,723 | New |
| Stablepoint Partners, LLC | 4,725 | $479.6K | 0.08% | −875−15.6% | Reduced |
| Essex Savings Bank | 4,739 | $481.0K | 0.11% | +96+2.1% | Added |
| Ambassador Advisors, LLC | 4,760 | $483.2K | 0.07% | −185−3.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,782 | $485.4K | 0.09% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 4,785 | $485.7K | 0.27% | −241−4.8% | Reduced |
| Confluence Wealth Services, Inc. | 4,796 | $486.8K | 0.02% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 4,821 | $489.3K | 0.18% | +747+18.3% | Added |
| William B. Walkup & Associates, Inc. | 4,825 | $489.7K | 0.26% | +51+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 4,828 | $490.1K | 0.01% | +10.0% | Added |
| Advisor OS, LLC | 4,832 | $490.5K | 0.04% | +560+13.1% | Added |
| Waldron Private Wealth LLC | 4,835 | $490.8K | 0.02% | +4,835 | New |
| Perennial Investment Advisors, LLC | 4,837 | $491.0K | 0.04% | −750−13.4% | Reduced |
| Woodward Diversified Capital, LLC | 4,885 | $495.8K | 0.23% | −25−0.5% | Reduced |
| Main Street Research LLC | 4,894 | $496.7K | 0.03% | +276+6.0% | Added |
| Johnson Financial Group, Inc. | 4,903 | $497.7K | 0.02% | +3,257+197.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,905 | $497.9K | 0.01% | +974+24.8% | Added |
| Archer Investment Corp | 4,916 | $498.9K | 0.11% | +20.0% | Added |
| Optas, LLC | 4,948 | $502.2K | 0.09% | +457+10.2% | Added |
| Rosenberg Matthew Hamilton | 4,956 | $503.0K | 0.11% | +206+4.3% | Added |
| Sightline Wealth Advisors, LLC | 4,962 | $503.6K | 0.23% | +25+0.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,971 | $504.6K | 0.17% | +9+0.2% | Added |
| JFS Wealth Advisors, LLC | 4,978 | $505.3K | 0.03% | +604+13.8% | Added |
| Patten Group, Inc. | 4,988 | $506.3K | 0.10% | +252+5.3% | Added |
| Tritonpoint Wealth, LLC | 4,989 | $506.4K | 0.04% | +104+2.1% | Added |
| Harbor Advisors LLC | 5,000 | $507.5K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 5,028 | $510.3K | 0.04% | +886+21.4% | Added |
| Atlas Brown,Inc. | 5,031 | $510.6K | 0.15% | +182+3.8% | Added |
| Chapin Davis, Inc. | 5,057 | $513.3K | 0.13% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,109 | $518.6K | 0.06% | +4,049+382.0% | Added |
| FourThought Financial Partners, LLC | 5,118 | $519.5K | 0.05% | −328−6.0% | Reduced |
| Riversedge Advisors, LLC | 5,133 | $521.0K | 0.09% | +1,175+29.7% | Added |
| Ridgewood Investments LLC | 5,146 | $522.3K | 0.22% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,146 | $522.3K | 0.15% | −91−1.7% | Reduced |
| Chemistry Wealth Management LLC | 5,161 | $523.9K | 0.10% | +5+0.1% | Added |
| Trueblood Wealth Management, LLC | 5,191 | $526.8K | 0.21% | +30+0.6% | Added |
| ELCO Management Co., LLC | 5,200 | $527.8K | 0.28% | −34−0.6% | Reduced |
| Onefund, LLC | 5,202 | $528.0K | 0.34% | +189+3.8% | Added |
| Three Seasons Wealth, LLC | 5,209 | $528.7K | 0.05% | +5,209 | New |
| FLC Capital Advisors | 5,226 | $530.4K | 0.10% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,248 | $532.7K | 0.01% | −360−6.4% | Reduced |
| SOL Capital Management CO | 5,255 | $533.0K | 0.05% | +225+4.5% | Added |
| Kovack Advisors, Inc. | 5,263 | $534.2K | 0.05% | −64−1.2% | Reduced |
| Intrinsic Value Partners, LLC | 5,275 | $535.4K | 0.43% | −1,000−15.9% | Reduced |
| Angeles Wealth Management, LLC | 5,285 | $536.4K | 0.03% | +754+16.6% | Added |
| Tranquility Partners, LLC | 5,288 | $536.7K | 0.18% | +5,288 | New |
| Gateway Investment Advisers LLC | 5,289 | $536.8K | 0.01% | +178+3.5% | Added |
| Alexander Randolph Advisory, Inc. | 5,295 | $537.4K | 0.44% | −529−9.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,459 | $538.9K | 0.08% | +604+12.4% | Added |
| Everpar Advisors LLC | 5,310 | $539.0K | 0.21% | −139−2.6% | Reduced |
| Avaii Wealth Management, LLC | 5,319 | $539.9K | 0.21% | +351+7.1% | Added |
| Bard Financial Services, Inc. | 5,320 | $540.0K | 0.06% | −125−2.3% | Reduced |
| Silverlake Wealth Management LLC | 5,328 | $540.8K | 0.13% | −288−5.1% | Reduced |
| Old North State Trust, LLC | 5,335 | $542.0K | 0.33% | +112+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,359 | $543.9K | 0.06% | −145−2.6% | Reduced |
| Penserra Capital Management LLC | 5,372 | $544.0K | 0.01% | +5,216+3,343.6% | Added |