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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 5,375 | $545.6K | 0.23% | −200−3.6% | Reduced |
| Opal Wealth Advisors, LLC | 5,391 | $547.2K | 0.15% | −1,810−25.1% | Reduced |
| D'Orazio & Associates, Inc. | 5,433 | $551.5K | 0.07% | +355+7.0% | Added |
| a16z Perennial Management, L.P. | 5,435 | $551.7K | 0.04% | +5,435 | New |
| Seven Mile Advisory | 5,475 | $555.7K | 0.09% | +1,607+41.5% | Added |
| Twin Focus Capital Partners, LLC | 5,500 | $558.3K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,559 | $564.3K | 0.21% | +61+1.1% | Added |
| Gilbert & Cook, Inc. | 5,563 | $564.6K | 0.07% | +122+2.2% | Added |
| NBT Bank N A | 5,600 | $568.4K | 0.04% | −140−2.4% | Reduced |
| First Foundation Advisors | 5,615 | $570.0K | 0.02% | +1,607+40.1% | Added |
| Palacios Wealth Management, LLC | 5,640 | $572.5K | 0.38% | −35−0.6% | Reduced |
| Rexford Capital Inc | 5,646 | $573.1K | 0.44% | 00.0% | Unchanged |
| May Hill Capital, LLC | 5,649 | $573.4K | 0.17% | +52+0.9% | Added |
| CoreCap Advisors, LLC | 5,664 | $575.0K | 0.02% | −41−0.7% | Reduced |
| Intelligence Driven Advisers, LLC | 5,673 | $575.8K | 0.08% | +10.0% | Added |
| Kestra Investment Management, LLC | 5,683 | $576.8K | 0.02% | −7,562−57.1% | Reduced |
| Monument Capital Management | 5,696 | $578.1K | 0.14% | −283−4.7% | Reduced |
| Cowa, LLC | 5,719 | $580.5K | 0.19% | −1,300−18.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,736 | $582.2K | 0.25% | −10.0% | Reduced |
| Sym Financial Corp | 5,743 | $582.9K | 0.06% | −1,967−25.5% | Reduced |
| Geneos Wealth Management Inc. | 5,792 | $587.9K | 0.01% | −6,105−51.3% | Reduced |
| Wrapmanager Inc | 5,794 | $588.1K | 0.18% | +5,794 | New |
| Richwood Investment Advisors, LLC | 5,812 | $589.9K | 0.46% | −55−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,835 | $592.3K | 0.01% | +6+0.1% | Added |
| Samalin Investment Counsel, LLC | 5,841 | $592.9K | 0.20% | +41+0.7% | Added |
| Ethos Financial Group, LLC | 5,862 | $595.0K | 0.05% | −62−1.0% | Reduced |
| Cladis Investment Advisory, LLC | 5,911 | $600.0K | 0.34% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,914 | $600.3K | 0.05% | +157+2.7% | Added |
| Pure Financial Advisors, Inc. | 5,914 | $600.3K | 0.01% | +585+11.0% | Added |
| Simplicity Wealth,LLC | 5,918 | $600.7K | 0.03% | −3,342−36.1% | Reduced |
| Pines Wealth Management, LLC | 5,922 | $601.1K | 0.20% | −1,341−18.5% | Reduced |
| Cromwell Holdings LLC | 5,927 | $601.6K | 0.32% | 00.0% | Unchanged |
| Argentarii, LLC | 5,931 | $602.0K | 0.26% | −1,250−17.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,942 | $603.1K | 0.06% | −74−1.2% | Reduced |
| Nilsine Partners, LLC | 5,944 | $603.3K | 0.05% | +828+16.2% | Added |
| Birch Financial Group, LLC | 5,964 | $605.4K | 0.36% | +1,289+27.6% | Added |
| NTV Asset Management LLC | 5,969 | $605.8K | 0.07% | +77+1.3% | Added |
| Signal Advisors Wealth, LLC | 5,969 | $605.9K | 0.05% | +577+10.7% | Added |
| Aviance Capital Partners, LLC | 5,981 | $607.0K | 0.07% | +576+10.7% | Added |
| Waddell & Associates, LLC | 5,984 | $607.3K | 0.05% | +1,121+23.1% | Added |
| Nicolet Bankshares Inc | 5,990 | $608.0K | 0.10% | +5,990 | New |
| Catalyst Financial Partners LLC | 5,993 | $608.3K | 0.07% | +361+6.4% | Added |
| SJS Investment Consulting Inc. | 6,000 | $609.0K | 0.08% | +386+6.9% | Added |
| Magnus Financial Group LLC | 6,007 | $609.7K | 0.05% | −46−0.8% | Reduced |
| Fortis Advisors, LLC | 6,020 | $611.0K | 0.35% | −1,500−19.9% | Reduced |
| Capital Performance Advisors LLP | 6,035 | $612.5K | 0.10% | +2,728+82.5% | Added |
| Quadrant Private Wealth Management, LLC | 6,053 | $614.4K | 0.11% | +565+10.3% | Added |
| Global Trust Asset Management, LLC | 6,150 | $624.2K | 0.28% | +1,450+30.9% | Added |
| Insight Advisors, LLC | 6,160 | $625.3K | 0.10% | −10−0.2% | Reduced |
| Altfest L J & Co Inc | 6,171 | $626.4K | 0.07% | −57−0.9% | Reduced |
| IFG Advisors, LLC | 6,198 | $629.1K | 0.10% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 6,200 | $629.3K | 0.43% | −900−12.7% | Reduced |
| Cim Investment Mangement Inc | 6,224 | $631.7K | 0.17% | −6,390−50.7% | Reduced |
| Caxton Associates LLP | 6,227 | $632.0K | 0.02% | −41,292−86.9% | Reduced |
| Gries Financial LLC | 6,243 | $633.7K | 0.10% | +91+1.5% | Added |
| Flputnam Investment Management Co | 6,271 | $636.5K | 0.01% | −31−0.5% | Reduced |
| Brickwood Asset Management LLP | 6,278 | $637.2K | 0.45% | +933+17.5% | Added |
| Titleist Asset Management, LLC | 6,283 | $637.7K | 0.06% | −102−1.6% | Reduced |
| denkapparat Operations GmbH | 6,338 | $643.3K | 0.41% | +6,338 | New |
| Certified Advisory Corp | 6,342 | $643.7K | 0.06% | +8+0.1% | Added |
| Resonant Capital Advisors, LLC | 6,347 | $644.2K | 0.04% | +230+3.8% | Added |
| Parcion Private Wealth LLC | 6,350 | $644.5K | 0.04% | −25−0.4% | Reduced |
| Heartland Bank & Trust Co | 6,358 | $645.3K | 0.27% | −12−0.2% | Reduced |
| Harbour Investments, Inc. | 6,364 | $645.9K | 0.01% | +1,158+22.2% | Added |
| AlTi Global, Inc. | 6,374 | $646.9K | 0.02% | −20−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,384 | $647.9K | 0.05% | +611+10.6% | Added |
| Chase Investment Counsel Corp | 6,396 | $649.0K | 0.19% | +6,396 | New |
| FCG Investment Co | 6,405 | $650.1K | 0.30% | +234+3.8% | Added |
| Capital Investment Advisory Services, LLC | 6,411 | $650.7K | 0.05% | −156−2.4% | Reduced |
| GeoWealth Management, LLC | 6,413 | $650.9K | 0.02% | −24−0.4% | Reduced |
| Unified Investment Management | 6,416 | $651.2K | 0.65% | −480−7.0% | Reduced |
| Beta Wealth Group, Inc. | 6,418 | $651.5K | 0.26% | +191+3.1% | Added |
| Balanced Rock Investment Advisor | 6,426 | $652.2K | 0.48% | −340−5.0% | Reduced |
| Simmons Bank | 6,427 | $652.3K | 0.04% | −635−9.0% | Reduced |
| Zions Bancorporation, National Association | 6,447 | $654.4K | 0.03% | +1,354+26.6% | Added |
| Opinicus Capital, Inc. | 6,471 | $656.8K | 0.45% | −617−8.7% | Reduced |
| Caerus Investment Advisors, LLC | 6,522 | $662.0K | 0.27% | +6,522 | New |
| Procyon Private Wealth Partners, LLC | 6,525 | $662.2K | 0.04% | −129−1.9% | Reduced |
| Coign Capital Advisors LLC | 6,529 | $662.7K | 0.36% | +6,529 | New |
| Stock Yards Bank & Trust Co | 6,546 | $664.4K | 0.02% | −72−1.1% | Reduced |
| Northern Financial Advisors Inc | 6,548 | $664.6K | 0.35% | +296+4.7% | Added |
| Founders Financial Alliance, LLC | 6,559 | $665.7K | 0.13% | +2,019+44.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,890 | $666.2K | 0.01% | +6,890 | New |
| Capital Square, LLC | 6,592 | $669.1K | 0.34% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 6,636 | $673.6K | 0.06% | +4+0.1% | Added |
| TFR Capital, LLC. | 6,638 | $673.8K | 0.22% | −101−1.5% | Reduced |
| Next Level Private LLC | 6,886 | $675.2K | 0.20% | +23+0.3% | Added |
| Mount Vernon Associates Inc | 6,670 | $677.0K | 0.47% | −1,800−21.3% | Reduced |
| Fiducient Advisors LLC | 6,701 | $680.2K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,708 | $680.9K | 0.01% | −235−3.4% | Reduced |
| Deseret Mutual Benefit Administrators | 6,749 | $685.0K | 0.29% | −1,317−16.3% | Reduced |
| Marino, Stram & Associates LLC | 6,756 | $685.7K | 0.12% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,760 | $686.1K | 0.24% | +360+5.6% | Added |
| Montecito Bank & Trust | 6,781 | $688.3K | 0.11% | +6,781 | New |
| Family Legacy, Inc. | 6,782 | $688.3K | 0.21% | −50−0.7% | Reduced |
| TrueWealth Advisors, LLC | 6,787 | $688.9K | 0.19% | −220−3.1% | Reduced |
| TTP Investments, Inc. | 7,085 | $689.6K | 0.20% | +449+6.8% | Added |
| AllSquare Wealth Management LLC | 6,798 | $690.0K | 0.36% | +200+3.0% | Added |
| Acorn Financial Advisory Services Inc | 6,822 | $692.5K | 0.11% | −625−8.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,840 | $694.3K | 0.15% | 00.0% | Unchanged |