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 |
|---|---|---|---|---|---|
| Brave Asset Management Inc | 9,024 | $915.9K | 0.22% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,016 | $915.1K | 0.12% | −3,729−29.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,991 | $912.6K | 0.06% | −34,648−79.4% | Reduced |
| L2 Asset Management, LLC | 8,985 | $912.0K | 0.13% | +628+7.5% | Added |
| Alteri Wealth LLC | 8,976 | $911.1K | 0.31% | +93+1.0% | Added |
| Choate Investment Advisors | 8,947 | $908.1K | 0.02% | −935−9.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,917 | $904.1K | 0.15% | +60+0.7% | Added |
| SkyView Investment Advisors, LLC | 8,907 | $904.0K | 0.11% | −197−2.2% | Reduced |
| VestGen Advisors, LLC | 8,871 | $900.4K | 0.03% | +3,014+51.5% | Added |
| Coastal Bridge Advisors, LLC | 8,866 | $899.9K | 0.07% | −140−1.6% | Reduced |
| BlueChip Wealth Advisors LLC | 8,861 | $899.4K | 0.38% | +8,861 | New |
| Blackstone Group Inc. | 8,850 | $898.3K | 0.00% | +8,850 | New |
| Davis Investment Partners, LLC | 9,100 | $898.3K | 0.31% | −863−8.7% | Reduced |
| Trust Point Inc. | 8,836 | $896.9K | 0.07% | −87−1.0% | Reduced |
| Coastwise Capital Group, LLC | 8,772 | $890.4K | 0.63% | +40+0.5% | Added |
| Wesbanco Bank Inc | 8,749 | $888.0K | 0.02% | +3,749+75.0% | Added |
| Massmutual Trust Co FSB | 8,729 | $886.0K | 0.02% | +152+1.8% | Added |
| Visionary Wealth Advisors | 8,685 | $881.6K | 0.04% | +3,838+79.2% | Added |
| Fullcircle Wealth LLC | 8,690 | $877.8K | 0.31% | −4,407−33.6% | Reduced |
| Powell Investment Advisors, LLC | 8,628 | $875.7K | 0.31% | 00.0% | Unchanged |
| 626 Financial, LLC | 8,628 | $875.7K | 0.39% | +12+0.1% | Added |
| United Community Bank | 8,572 | $870.1K | 0.27% | +4,934+135.6% | Added |
| Two Sigma Securities, LLC | 8,565 | $869.3K | 0.13% | +1,847+27.5% | Added |
| Dearborn Partners LLC | 8,516 | $864.4K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,470 | $859.8K | 0.04% | −483−5.4% | Reduced |
| Stephenson National Bank & Trust | 8,435 | $856.2K | 0.26% | −1,592−15.9% | Reduced |
| Bank Hapoalim BM | 8,438 | $856.0K | 0.11% | −186−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,395 | $852.1K | 0.06% | −32−0.4% | Reduced |
| Beacon Financial Advisory LLC | 8,390 | $851.6K | 0.20% | −13,332−61.4% | Reduced |
| Childress Capital Advisors, LLC | 8,365 | $849.1K | 0.16% | +999+13.6% | Added |
| Advisory Alpha, LLC | 8,721 | $849.0K | 0.02% | +3,869+79.7% | Added |
| Intellectus Partners, LLC | 8,361 | $848.6K | 0.16% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 8,303 | $842.7K | 0.08% | +237+2.9% | Added |
| KCM Investment Advisors LLC | 8,253 | $837.7K | 0.03% | +258+3.2% | Added |
| Ronald Blue Trust, Inc. | 8,237 | $836.1K | 0.01% | +3,167+62.5% | Added |
| Audent Global Asset Management, LLC | 8,202 | $832.5K | 0.61% | −79−1.0% | Reduced |
| First National Bank | 8,175 | $829.8K | 0.44% | −100−1.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,137 | $825.9K | 0.15% | +8+0.1% | Added |
| Ofc Financial Planning, LLC | 8,136 | $825.8K | 0.82% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,131 | $825.3K | 0.28% | −218−2.6% | Reduced |
| MONECO Advisors, LLC | 8,128 | $825.0K | 0.07% | −76−0.9% | Reduced |
| Armistice Capital, LLC | 8,091 | $821.2K | 0.03% | +8,091 | New |
| Asset Planning,Inc | 8,070 | $819.1K | 0.59% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,047 | $816.8K | 0.10% | −727−8.3% | Reduced |
| BSW Wealth Partners | 8,047 | $816.8K | 0.10% | +115+1.4% | Added |
| Parsons Capital Management Inc | 8,042 | $816.3K | 0.05% | +200+2.6% | Added |
| Affinity Investment Advisors, LLC | 7,993 | $811.3K | 0.55% | −11−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,969 | $808.8K | 0.20% | −203−2.5% | Reduced |
| Tyche Wealth Partners LLC | 7,963 | $808.3K | 0.14% | +16+0.2% | Added |
| VisionPoint Advisory Group, LLC | 7,952 | $807.1K | 0.16% | +102+1.3% | Added |
| Leo Wealth, LLC | 7,947 | $806.6K | 0.10% | −2,824−26.2% | Reduced |
| WealthPlan Investment Management, LLC | 7,943 | $806.2K | 0.05% | +575+7.8% | Added |
| First PREMIER Bank | 7,919 | $804.0K | 0.18% | −222−2.7% | Reduced |
| Quotient Wealth Partners, LLC | 7,906 | $802.5K | 0.02% | +236+3.1% | Added |
| Flagship Harbor Advisors, LLC | 7,902 | $802.0K | 0.03% | −455−5.4% | Reduced |
| Proathlete Wealth Management LLC | 7,835 | $795.4K | 0.23% | +216+2.8% | Added |
| Humankind Investments LLC | 7,818 | $793.5K | 0.18% | −1,481−15.9% | Reduced |
| First City Capital Management, Inc. | 7,760 | $787.6K | 0.42% | −55−0.7% | Reduced |
| US Asset Management LLC | 7,757 | $787.3K | 0.65% | −34−0.4% | Reduced |
| Bryn Mawr Trust Co | 7,750 | $786.6K | 0.02% | −41,587−84.3% | Reduced |
| Retireful, LLC | 7,733 | $784.9K | 0.76% | +7,733 | New |
| Syverson Strege & Co | 7,731 | $784.7K | 0.19% | −1,276−14.2% | Reduced |
| Perritt Capital Management Inc | 7,728 | $784.4K | 0.37% | −74−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,725 | $784.1K | 0.33% | 00.0% | Unchanged |
| Aviso Wealth Management | 7,698 | $781.4K | 0.34% | +777+11.2% | Added |
| Kera Capital Partners, Inc. | 7,681 | $779.7K | 0.12% | −32−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 7,674 | $778.9K | 0.01% | −168−2.1% | Reduced |
| Abn Amro Investment Solutions | 7,659 | $777.4K | 0.02% | +7,659 | New |
| Continuum Advisory, LLC | 7,651 | $776.6K | 0.08% | +1,328+21.0% | Added |
| One Wealth Advisors, LLC | 7,636 | $775.1K | 0.10% | −80−1.0% | Reduced |
| SeaBridge Investment Advisors LLC | 7,620 | $773.4K | 0.13% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 7,609 | $772.3K | 0.25% | +10+0.1% | Added |
| Grimes & Company, Inc. | 7,582 | $769.5K | 0.02% | +4,116+118.8% | Added |
| Delta Asset Management LLC | 7,554 | $766.7K | 0.07% | +6+0.1% | Added |
| Joel Isaacson & Co., LLC | 7,544 | $765.8K | 0.03% | +1,597+26.9% | Added |
| Umpqua Bank | 7,651 | $763.4K | 0.21% | −1,484−16.2% | Reduced |
| Arvest Investments, Inc. | 7,519 | $763.2K | 0.11% | +1,955+35.1% | Added |
| Hickory Point Bank & Trust | 7,505 | $761.8K | 0.57% | −153−2.0% | Reduced |
| BankPlus Trust Department | 7,482 | $759.4K | 0.20% | +706+10.4% | Added |
| North Star Investment Management Corp. | 7,482 | $759.4K | 0.05% | +338+4.7% | Added |
| Rehmann Capital Advisory Group | 7,446 | $758.8K | 0.04% | +248+3.4% | Added |
| Summit Wealth Group LLC | 12,828 | $758.5K | 0.10% | +12,828 | New |
| CVA Family Office, LLC | 7,411 | $752.2K | 0.10% | +79+1.1% | Added |
| Compagnie Lombard Odier SCmA | 7,406 | $751.7K | 0.01% | +2,482+50.4% | Added |
| Baader Bank INC | 7,502 | $749.8K | 0.06% | +7,502 | New |
| Brown, Lisle/Cummings, Inc. | 7,386 | $749.7K | 0.19% | +32+0.4% | Added |
| Avidian Wealth Solutions, LLC | 7,354 | $746.4K | 0.03% | +813+12.4% | Added |
| Mather Group, LLC. | 7,332 | $744.2K | 0.01% | +146+2.0% | Added |
| Focus Financial Network, Inc. | 7,324 | $743.4K | 0.03% | −176−2.3% | Reduced |
| MCF Advisors LLC | 7,324 | $743.4K | 0.05% | +81+1.1% | Added |
| Sunbelt Securities, Inc. | 7,306 | $741.5K | 0.05% | −20,795−74.0% | Reduced |
| Intrua Financial, LLC | 7,261 | $737.0K | 0.09% | −2,062−22.1% | Reduced |
| Watts Gwilliam & Co., LLC | 7,260 | $736.9K | 0.12% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 7,214 | $732.2K | 0.12% | +4,071+129.5% | Added |
| MFA Wealth Services | 7,205 | $731.3K | 0.50% | +219+3.1% | Added |
| CFO4Life Group, LLC | 7,199 | $730.7K | 0.11% | −26−0.4% | Reduced |
| Bokf, NA | 7,194 | $730.2K | 0.01% | +839+13.2% | Added |
| Chilton Capital Management LLC | 7,170 | $727.8K | 0.02% | 00.0% | Unchanged |
| Integrity Financial Corp | 7,137 | $724.4K | 0.35% | −66−0.9% | Reduced |
| Wall Street Access Asset Management, LLC | 7,134 | $724.1K | 0.18% | +10.0% | Added |