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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 11,684 | $1.19M | 0.15% | +11,684 | New |
| Moss Adams Wealth Advisors LLC | 11,627 | $1.18M | 0.09% | +163+1.4% | Added |
| Ofi Invest Asset Management | 13,634 | $1.18M | 0.02% | +12,184+840.3% | Added |
| Kingswood Wealth Advisors, LLC | 11,556 | $1.17M | 0.07% | +743+6.9% | Added |
| LifePlan Financial, LLC | 11,539 | $1.17M | 0.93% | −763−6.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,523 | $1.17M | 0.56% | +2,350+25.6% | Added |
| SG Americas Securities, LLC | 11,503 | $1.17M | 0.00% | −157,708−93.2% | Reduced |
| Compass Wealth Management LLC | 11,499 | $1.17M | 0.26% | −2,775−19.4% | Reduced |
| Washington Trust Bank | 11,457 | $1.16M | 0.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11,429 | $1.16M | 0.02% | +3,003+35.6% | Added |
| SageView Advisory Group, LLC | 11,391 | $1.16M | 0.04% | +1,216+12.0% | Added |
| Fidelis Capital Partners, LLC | 11,380 | $1.16M | 0.09% | +353+3.2% | Added |
| Triangle Securities Wealth Management | 11,375 | $1.15M | 0.26% | −1,055−8.5% | Reduced |
| Persistent Asset Partners Ltd | 11,366 | $1.15M | 0.84% | −5,067−30.8% | Reduced |
| Harmony Asset Management LLC | 11,317 | $1.15M | 0.40% | −90−0.8% | Reduced |
| Prelude Capital Management, LLC | 11,308 | $1.15M | 0.09% | +6,810+151.4% | Added |
| Personal Cfo Solutions, LLC | 11,296 | $1.15M | 0.20% | −520−4.4% | Reduced |
| Verdence Capital Advisors LLC | 11,336 | $1.14M | 0.07% | +584+5.4% | Added |
| Arvest Bank Trust Division | 11,263 | $1.14M | 0.06% | +3,473+44.6% | Added |
| Independent Financial Group, LLC | 11,262 | $1.14M | 0.03% | +155+1.4% | Added |
| Lazari Capital Management, Inc. | 11,251 | $1.14M | 0.39% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,179 | $1.13M | 0.06% | −773−6.5% | Reduced |
| Waterloo Capital, L.P. | 11,167 | $1.13M | 0.08% | −369−3.2% | Reduced |
| Cito Capital Group, LLC | 11,151 | $1.13M | 0.33% | −5,000−31.0% | Reduced |
| GM Advisory Group, Inc. | 11,141 | $1.13M | 0.05% | +312+2.9% | Added |
| Harvest Fund Management Co., Ltd | 11,114 | $1.13M | 0.05% | +9,756+718.4% | Added |
| Carnegie Lake Advisors LLC | 11,103 | $1.13M | 0.43% | +325+3.0% | Added |
| Traub Capital Management LLC | 11,061 | $1.12M | 1.11% | −909−7.6% | Reduced |
| Angel Oak Capital Advisors, LLC | 11,000 | $1.12M | 0.88% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10,972 | $1.11M | 0.14% | +1,051+10.6% | Added |
| V-Square Quantitative Management LLC | 10,969 | $1.11M | 0.19% | +54+0.5% | Added |
| Silver Oak Securities, Inc | 10,930 | $1.11M | 0.08% | +2,472+29.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,887 | $1.11M | 0.13% | +3,099+39.8% | Added |
| Quadcap Wealth Management, LLC | 10,799 | $1.10M | 0.13% | +147+1.4% | Added |
| LVZ Advisors, Inc. | 10,798 | $1.10M | 0.12% | +320+3.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,766 | $1.09M | 0.10% | −967−8.2% | Reduced |
| Perpetual Ltd | 10,742 | $1.09M | 0.01% | −8,299−43.6% | Reduced |
| Wealthspire Advisors, LLC | 10,702 | $1.09M | 0.01% | −2,719−20.3% | Reduced |
| GFG Capital, LLC | 10,676 | $1.08M | 0.37% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,651 | $1.08M | 0.01% | −1,829−14.7% | Reduced |
| Colonial River Wealth Management, LLC | 10,645 | $1.08M | 0.40% | −587−5.2% | Reduced |
| GTS Securities LLC | 10,569 | $1.07M | 0.04% | +4,747+81.5% | Added |
| KMG Fiduciary Partners, LLC | 10,516 | $1.07M | 0.07% | −161−1.5% | Reduced |
| Hollencrest Capital Management | 10,513 | $1.07M | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 10,512 | $1.07M | 0.16% | −15,332−59.3% | Reduced |
| Sivia Capital Partners, LLC | 10,478 | $1.06M | 0.30% | +673+6.9% | Added |
| Aprio Wealth Management, LLC | 10,465 | $1.06M | 0.11% | +3,131+42.7% | Added |
| Moneta Group Investment Advisors LLC | 10,392 | $1.05M | 0.01% | +802+8.4% | Added |
| Parkside Financial Bank & Trust | 10,382 | $1.05M | 0.08% | +749+7.8% | Added |
| Marex Group plc | 10,367 | $1.05M | 0.01% | +4,501+76.7% | Added |
| Cornerstone Wealth Management, LLC | 10,306 | $1.05M | 0.06% | −390−3.6% | Reduced |
| Bridges Investment Management Inc | 10,300 | $1.05M | 0.01% | −712−6.5% | Reduced |
| WCG Wealth Advisors LLC | 10,272 | $1.04M | 0.07% | −3,199−23.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,224 | $1.04M | 0.42% | −120−1.2% | Reduced |
| Grandview Asset Management LLC | 10,218 | $1.04M | 0.29% | +398+4.1% | Added |
| Westside Investment Management, Inc. | 10,253 | $1.04M | 0.17% | −319−3.0% | Reduced |
| Alpha Cubed Investments, LLC | 10,184 | $1.03M | 0.04% | −548−5.1% | Reduced |
| Field & Main Bank | 10,133 | $1.03M | 0.30% | +190+1.9% | Added |
| Brookwood Investment Group LLC | 10,121 | $1.03M | 0.13% | +6,799+204.7% | Added |
| FNY Investment Advisers, LLC | 10,114 | $1.03M | 0.33% | +3,530+53.6% | Added |
| Severin Investments, LLC | 10,100 | $1.03M | 0.91% | −56−0.6% | Reduced |
| TownSquare Capital, LLC | 10,068 | $1.02M | 0.15% | −6,930−40.8% | Reduced |
| David Loasby | 10,426 | $1.02M | 0.08% | +1,383+15.3% | Added |
| Cambria Investment Management, L.P. | 10,034 | $1.02M | 0.06% | +10,034 | New |
| Rossmore Private Capital | 10,017 | $1.02M | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,017 | $1.02M | 0.23% | +76+0.8% | Added |
| Par Capital Management Inc | 10,000 | $1.01M | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 9,979 | $1.01M | 0.06% | +9,979 | New |
| Crestwood Advisors Group LLC | 9,958 | $1.01M | 0.02% | −822−7.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,889 | $1.00M | 0.22% | +135+1.4% | Added |
| Dynamic Advisor Solutions LLC | 9,886 | $1.00M | 0.03% | +183+1.9% | Added |
| AdvisorNet Financial, Inc | 9,832 | $998.0K | 0.06% | +86+0.9% | Added |
| Edmp, Inc. | 9,763 | $990.9K | 0.79% | +65+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 9,758 | $990.4K | 0.06% | −228−2.3% | Reduced |
| Diversify Wealth Management, LLC | 9,722 | $987.9K | 0.06% | −1,022−9.5% | Reduced |
| Wealth Alliance | 9,719 | $986.5K | 0.10% | +211+2.2% | Added |
| Integrity Alliance, LLC. | 9,681 | $982.7K | 0.05% | +9,681 | New |
| Cabot Wealth Management Inc | 9,618 | $976.3K | 0.11% | +60+0.6% | Added |
| Sterling Investment Counsel, LLC | 9,613 | $975.7K | 0.31% | +6,301+190.2% | Added |
| Csenge Advisory Group | 9,594 | $973.8K | 0.05% | −2,420−20.1% | Reduced |
| Marco Investment Management LLC | 9,579 | $972.3K | 0.07% | −76−0.8% | Reduced |
| Black Swift Group, LLC | 9,500 | $964.3K | 0.17% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 9,499 | $964.1K | 0.03% | +4,606+94.1% | Added |
| Guardian Investment Management | 9,475 | $961.7K | 0.84% | −1,150−10.8% | Reduced |
| Gibbs Wealth Management | 9,415 | $955.6K | 0.22% | −4,441−32.1% | Reduced |
| Royal Fund Management, LLC | 9,414 | $955.5K | 0.12% | −840−8.2% | Reduced |
| Twelve Points Wealth Management LLC | 9,397 | $953.8K | 0.24% | −2,266−19.4% | Reduced |
| Gleason Group, Inc. | 9,379 | $952.0K | 0.10% | −1,380−12.8% | Reduced |
| Alta Advisers Ltd | 9,364 | $950.4K | 0.29% | 00.0% | Unchanged |
| Keel Point, LLC | 9,345 | $948.6K | 0.06% | +343+3.8% | Added |
| Goldstone Financial Group, LLC | 9,336 | $947.6K | 0.11% | −620−6.2% | Reduced |
| Mayflower Financial Advisors, LLC | 9,320 | $946.0K | 0.12% | −850−8.4% | Reduced |
| Investors Research Corp | 9,311 | $945.1K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 9,272 | $941.1K | 0.14% | −934−9.2% | Reduced |
| Sheets Smith Wealth Management | 9,272 | $941.1K | 0.11% | +72+0.8% | Added |
| Centaurus Financial, Inc. | 9,247 | $939.0K | 0.04% | +215+2.4% | Added |
| Herold Advisors, Inc. | 9,161 | $929.8K | 0.22% | −1,400−13.3% | Reduced |
| Anchor Investment Management, LLC | 9,154 | $929.2K | 0.08% | +788+9.4% | Added |
| Nwam LLC | 9,272 | $923.8K | 0.05% | +811+9.6% | Added |
| Bridgewater Advisors Inc. | 9,119 | $919.7K | 0.06% | +94+1.0% | Added |