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
- 2,215
- +185 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
- 790 more added
- Sold out
- 93
- 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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 16,082 | $1.63M | 0.44% | −2,136−11.7% | Reduced |
| GKV Capital Management Co., Inc. | 15,870 | $1.61M | 0.64% | +100+0.6% | Added |
| Premier Path Wealth Partners, LLC | 15,831 | $1.61M | 0.21% | −35−0.2% | Reduced |
| Boyar Asset Management Inc. | 15,806 | $1.60M | 1.02% | −66−0.4% | Reduced |
| CSS LLC | 15,798 | $1.60M | 0.10% | −8,400−34.7% | Reduced |
| Widmann Financial Services, Inc. | 15,698 | $1.59M | 1.00% | −73−0.5% | Reduced |
| Secured Retirement Advisors, LLC | 15,671 | $1.59M | 0.89% | +349+2.3% | Added |
| Machina Capital S.A.S. | 15,668 | $1.59M | 0.28% | −14,230−47.6% | Reduced |
| Generation Capital Management LLC | 15,580 | $1.58M | 1.15% | −305−1.9% | Reduced |
| Quest Partners LLC | 15,536 | $1.58M | 0.10% | +4,974+47.1% | Added |
| Winthrop Capital Management, LLC | 15,416 | $1.56M | 0.38% | +251+1.7% | Added |
| Umb Bank N A | 15,358 | $1.56M | 0.02% | −430−2.7% | Reduced |
| Clarius Group, LLC | 15,352 | $1.56M | 0.09% | −3,422−18.2% | Reduced |
| 3Chopt Investment Partners, LLC | 15,200 | $1.54M | 0.35% | −534−3.4% | Reduced |
| Riverbend Wealth Management, LLC | 15,121 | $1.53M | 1.07% | −17−0.1% | Reduced |
| Sigma Planning Corp | 15,117 | $1.53M | 0.04% | +1,346+9.8% | Added |
| Ransom Advisory, Ltd | 15,114 | $1.53M | 0.69% | −100−0.7% | Reduced |
| Ignite Planners, LLC | 15,057 | $1.53M | 0.25% | −330−2.1% | Reduced |
| Glaxis Capital Management, LLC | 15,000 | $1.52M | 2.53% | +15,000 | New |
| Portfolio Design Labs, LLC | 14,962 | $1.52M | 0.26% | +14,962 | New |
| Qtron Investments LLC | 14,946 | $1.52M | 0.19% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 14,930 | $1.52M | 0.58% | −909−5.7% | Reduced |
| CX Institutional | 14,820 | $1.50M | 0.05% | −511−3.3% | Reduced |
| United Bank | 14,815 | $1.50M | 0.52% | +3,400+29.8% | Added |
| Excalibur Management Corp | 14,673 | $1.49M | 0.54% | −10−0.1% | Reduced |
| Portside Wealth Group, LLC | 14,637 | $1.49M | 0.21% | −1,653−10.1% | Reduced |
| SeaCrest Wealth Management, LLC | 15,314 | $1.48M | 0.16% | +3,628+31.0% | Added |
| Somerset Trust Co | 14,555 | $1.48M | 0.46% | −259−1.7% | Reduced |
| NVWM, LLC | 14,533 | $1.48M | 0.33% | −38−0.3% | Reduced |
| Carson Advisory Inc. | 14,485 | $1.47M | 0.79% | −1,615−10.0% | Reduced |
| Prasad Wealth Partners, LLC | 14,445 | $1.47M | 0.41% | −482−3.2% | Reduced |
| Conning Inc. | 14,352 | $1.46M | 0.05% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 14,339 | $1.46M | 0.68% | −1,049−6.8% | Reduced |
| Navellier & Associates Inc | 14,264 | $1.45M | 0.15% | +2,366+19.9% | Added |
| Private Trust Co NA | 14,231 | $1.44M | 0.13% | +569+4.2% | Added |
| Stableford Capital II LLC | 14,160 | $1.44M | 0.52% | −30.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,136 | $1.43M | 0.05% | −1,022−6.7% | Reduced |
| Ostrum Asset Management | 14,060 | $1.43M | 0.06% | −16,526−54.0% | Reduced |
| Inceptionr LLC | 14,038 | $1.42M | 0.34% | −12,778−47.7% | Reduced |
| Savvy Advisors, Inc. | 14,008 | $1.42M | 0.07% | +1,577+12.7% | Added |
| Tevis Investment Management | 13,989 | $1.42M | 0.85% | −5,069−26.6% | Reduced |
| Skopos Labs, Inc. | 16,801 | $1.42M | 0.19% | −858−4.9% | Reduced |
| Twin Tree Management, LP | 13,958 | $1.42M | 0.07% | −35,486−71.8% | Reduced |
| Larson Financial Group LLC | 13,937 | $1.41M | 0.05% | −1,775−11.3% | Reduced |
| Independence Bank of Kentucky | 13,879 | $1.41M | 0.18% | −760−5.2% | Reduced |
| Hobbs Group Advisors, LLC | 13,806 | $1.40M | 0.44% | +649+4.9% | Added |
| Checchi Capital Advisers, LLC | 13,804 | $1.40M | 0.10% | −1,654−10.7% | Reduced |
| MWA Asset Management | 13,756 | $1.40M | 0.77% | −212−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,734 | $1.39M | 0.06% | −400−2.8% | Reduced |
| Stevens Capital Management LP | 13,529 | $1.37M | 0.18% | −6,059−30.9% | Reduced |
| DKRT Investments Corp. | 13,500 | $1.37M | 0.33% | 00.0% | Unchanged |
| Tepp RIA, LLC | 13,429 | $1.36M | 1.55% | +13,429 | New |
| Schnieders Capital Management, LLC. | 13,355 | $1.36M | 0.24% | +13,355 | New |
| Future Fund LLC | 13,328 | $1.35M | 0.48% | +2,660+24.9% | Added |
| Michels Family Financial, LLC | 13,313 | $1.35M | 1.05% | −679−4.9% | Reduced |
| Daymark Wealth Partners, LLC | 13,304 | $1.35M | 0.05% | +1,472+12.4% | Added |
| Boston Private Wealth LLC | 13,293 | $1.35M | 0.07% | −2,913−18.0% | Reduced |
| Philadelphia Trust Co | 13,235 | $1.34M | 0.09% | −1,035−7.3% | Reduced |
| Moors & Cabot, Inc. | 13,188 | $1.34M | 0.06% | −1,102−7.7% | Reduced |
| First Commonwealth Financial Corp | 13,138 | $1.33M | 0.22% | −418−3.1% | Reduced |
| Johnson Investment Counsel Inc | 13,076 | $1.33M | 0.01% | +168+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,111 | $1.33M | 0.01% | +7,372+128.5% | Added |
| ArrowMark Colorado Holdings LLC | 13,030 | $1.32M | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12,982 | $1.32M | 0.18% | +4,778+58.2% | Added |
| Arete Wealth Advisors, LLC | 12,885 | $1.31M | 0.08% | +236+1.9% | Added |
| Frank, Rimerman Advisors LLC | 12,708 | $1.29M | 0.08% | +23+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 13,172 | $1.29M | 0.03% | −80−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 12,683 | $1.29M | 0.11% | −1,577−11.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,529 | $1.28M | 0.01% | +438+3.6% | Added |
| Fisher Funds Management LTD | 12,635 | $1.28M | 0.03% | +12,635 | New |
| Concord Wealth Partners | 12,631 | $1.28M | 0.18% | +86+0.7% | Added |
| Seelaus Asset Management LLC | 12,619 | $1.28M | 1.02% | −144−1.1% | Reduced |
| USA Financial Portformulas Corp | 12,616 | $1.28M | 0.23% | +12,616 | New |
| Stonegate Investment Group, LLC | 12,615 | $1.28M | 0.03% | +87+0.7% | Added |
| Journey Strategic Wealth LLC | 12,589 | $1.28M | 0.04% | +788+6.7% | Added |
| Dorsey & Whitney Trust CO LLC | 12,583 | $1.28M | 0.07% | +83+0.7% | Added |
| Twinbeech Capital LP | 12,558 | $1.27M | 0.05% | +7,214+135.0% | Added |
| Birmingham Capital Management Co Inc | 12,500 | $1.27M | 0.58% | −2,300−15.5% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $1.27M | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 12,472 | $1.27M | 0.07% | +3,951+46.4% | Added |
| Asset Dedication, LLC | 12,468 | $1.27M | 0.09% | −19−0.2% | Reduced |
| Simplex Trading, LLC | 12,430 | $1.26M | 0.03% | −110,576−89.9% | Reduced |
| Haverford Trust Co | 12,360 | $1.25M | 0.01% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 12,355 | $1.25M | 0.23% | −190−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 12,280 | $1.25M | 0.05% | +275+2.3% | Added |
| Brian Low Financial Group, LLC | 12,270 | $1.25M | 0.97% | +2,516+25.8% | Added |
| Sowell Financial Services LLC | 12,214 | $1.24M | 0.05% | +474+4.0% | Added |
| Permanent Capital Management, LP | 12,201 | $1.24M | 0.23% | +12,201 | New |
| HBK Sorce Advisory LLC | 12,383 | $1.24M | 0.03% | −1,145−8.5% | Reduced |
| RMR Wealth Builders | 12,107 | $1.23M | 0.10% | +417+3.6% | Added |
| Solitude Financial Services | 12,100 | $1.23M | 0.42% | −100−0.8% | Reduced |
| Longfellow Investment Management Co LLC | 12,084 | $1.23M | 0.29% | −10,415−46.3% | Reduced |
| Power Wealth Management LLC | 11,994 | $1.22M | 0.44% | −1,473−10.9% | Reduced |
| First Citizens Bank & Trust Co | 11,971 | $1.22M | 0.03% | +8+0.1% | Added |
| G&S Capital LLC | 11,930 | $1.21M | 0.45% | +11,930 | New |
| IFP Advisors, Inc | 11,892 | $1.21M | 0.03% | −2,445−17.1% | Reduced |
| Fulton Bank, N.A. | 11,887 | $1.21M | 0.04% | +200+1.7% | Added |
| Tower Trust & Investment Co | 11,839 | $1.20M | 0.81% | +11,839 | New |
| Fort Sheridan Advisors LLC | 11,737 | $1.19M | 0.16% | −1,473−11.2% | Reduced |
| BKM Wealth Management, LLC | 11,704 | $1.19M | 0.44% | −700−5.6% | Reduced |