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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 7,121 | $722.8K | 0.05% | +55+0.8% | Added |
| Exencial Wealth Advisors, LLC | 7,092 | $719.8K | 0.02% | +197+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 7,089 | $719.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 7,085 | $719.1K | 0.34% | +7,085 | New |
| Cohen Investment Advisors LLC | 7,070 | $717.6K | 0.35% | −1,429−16.8% | Reduced |
| SWS Partners | 7,057 | $716.3K | 0.17% | +7,057 | New |
| R Squared Ltd | 7,056 | $716.2K | 0.31% | −1,326−15.8% | Reduced |
| Occudo Quantitative Strategies LP | 6,988 | $709.3K | 0.09% | +6,988 | New |
| 1248 Management, LLC | 6,976 | $708.1K | 0.40% | +6,976 | New |
| Wealth Management Associates, Inc. | 6,949 | $705.3K | 0.25% | +45+0.7% | Added |
| North Star Asset Management Inc | 6,894 | $699.7K | 0.03% | +10.0% | Added |
| Main Street Financial Solutions, LLC | 6,879 | $698.2K | 0.04% | +6,879 | New |
| Colonial Trust Co | 6,873 | $697.6K | 0.09% | −505−6.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,873 | $697.6K | 0.39% | −977−12.4% | Reduced |
| Hills Bank & Trust Co | 6,840 | $694.3K | 0.04% | +4,595+204.7% | Added |
| Burke & Herbert Bank & Trust Co | 6,840 | $694.3K | 0.15% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 6,822 | $692.5K | 0.11% | −625−8.4% | Reduced |
| AllSquare Wealth Management LLC | 6,798 | $690.0K | 0.36% | +200+3.0% | Added |
| TTP Investments, Inc. | 7,085 | $689.6K | 0.20% | +449+6.8% | Added |
| TrueWealth Advisors, LLC | 6,787 | $688.9K | 0.19% | −220−3.1% | Reduced |
| Family Legacy, Inc. | 6,782 | $688.3K | 0.21% | −50−0.7% | Reduced |
| Montecito Bank & Trust | 6,781 | $688.3K | 0.11% | +6,781 | New |
| Elmwood Wealth Management, Inc. | 6,760 | $686.1K | 0.24% | +360+5.6% | Added |
| Marino, Stram & Associates LLC | 6,756 | $685.7K | 0.12% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,749 | $685.0K | 0.29% | −1,317−16.3% | Reduced |
| Modera Wealth Management, LLC | 6,708 | $680.9K | 0.01% | −235−3.4% | Reduced |
| Fiducient Advisors LLC | 6,701 | $680.2K | 0.08% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 6,670 | $677.0K | 0.47% | −1,800−21.3% | Reduced |
| Next Level Private LLC | 6,886 | $675.2K | 0.20% | +23+0.3% | Added |
| TFR Capital, LLC. | 6,638 | $673.8K | 0.22% | −101−1.5% | Reduced |
| Shepherd Financial Partners LLC | 6,636 | $673.6K | 0.06% | +4+0.1% | Added |
| Capital Square, LLC | 6,592 | $669.1K | 0.34% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,890 | $666.2K | 0.01% | +6,890 | New |
| Founders Financial Alliance, LLC | 6,559 | $665.7K | 0.13% | +2,019+44.5% | Added |
| Northern Financial Advisors Inc | 6,548 | $664.6K | 0.35% | +296+4.7% | Added |
| Stock Yards Bank & Trust Co | 6,546 | $664.4K | 0.02% | −72−1.1% | Reduced |
| Coign Capital Advisors LLC | 6,529 | $662.7K | 0.36% | +6,529 | New |
| Procyon Private Wealth Partners, LLC | 6,525 | $662.2K | 0.04% | −129−1.9% | Reduced |
| Caerus Investment Advisors, LLC | 6,522 | $662.0K | 0.27% | +6,522 | New |
| Opinicus Capital, Inc. | 6,471 | $656.8K | 0.45% | −617−8.7% | Reduced |
| Zions Bancorporation, National Association | 6,447 | $654.4K | 0.03% | +1,354+26.6% | Added |
| Simmons Bank | 6,427 | $652.3K | 0.04% | −635−9.0% | Reduced |
| Balanced Rock Investment Advisor | 6,426 | $652.2K | 0.48% | −340−5.0% | Reduced |
| Beta Wealth Group, Inc. | 6,418 | $651.5K | 0.26% | +191+3.1% | Added |
| Unified Investment Management | 6,416 | $651.2K | 0.65% | −480−7.0% | Reduced |
| GeoWealth Management, LLC | 6,413 | $650.9K | 0.02% | −24−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 6,411 | $650.7K | 0.05% | −156−2.4% | Reduced |
| FCG Investment Co | 6,405 | $650.1K | 0.30% | +234+3.8% | Added |
| Chase Investment Counsel Corp | 6,396 | $649.0K | 0.19% | +6,396 | New |
| Transamerica Financial Advisors, Inc. | 6,384 | $647.9K | 0.05% | +611+10.6% | Added |
| AlTi Global, Inc. | 6,374 | $646.9K | 0.02% | −20−0.3% | Reduced |
| Harbour Investments, Inc. | 6,364 | $645.9K | 0.01% | +1,158+22.2% | Added |
| Heartland Bank & Trust Co | 6,358 | $645.3K | 0.27% | −12−0.2% | Reduced |
| Parcion Private Wealth LLC | 6,350 | $644.5K | 0.04% | −25−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 6,347 | $644.2K | 0.04% | +230+3.8% | Added |
| Certified Advisory Corp | 6,342 | $643.7K | 0.06% | +8+0.1% | Added |
| denkapparat Operations GmbH | 6,338 | $643.3K | 0.41% | +6,338 | New |
| Titleist Asset Management, LLC | 6,283 | $637.7K | 0.06% | −102−1.6% | Reduced |
| Brickwood Asset Management LLP | 6,278 | $637.2K | 0.45% | +933+17.5% | Added |
| Flputnam Investment Management Co | 6,271 | $636.5K | 0.01% | −31−0.5% | Reduced |
| Gries Financial LLC | 6,243 | $633.7K | 0.10% | +91+1.5% | Added |
| Caxton Associates LLP | 6,227 | $632.0K | 0.02% | −41,292−86.9% | Reduced |
| Cim Investment Mangement Inc | 6,224 | $631.7K | 0.17% | −6,390−50.7% | Reduced |
| Elkhorn Partners Limited Partnership | 6,200 | $629.3K | 0.43% | −900−12.7% | Reduced |
| IFG Advisors, LLC | 6,198 | $629.1K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,171 | $626.4K | 0.07% | −57−0.9% | Reduced |
| Insight Advisors, LLC | 6,160 | $625.3K | 0.10% | −10−0.2% | Reduced |
| Global Trust Asset Management, LLC | 6,150 | $624.2K | 0.28% | +1,450+30.9% | Added |
| Quadrant Private Wealth Management, LLC | 6,053 | $614.4K | 0.11% | +565+10.3% | Added |
| Capital Performance Advisors LLP | 6,035 | $612.5K | 0.10% | +2,728+82.5% | Added |
| Fortis Advisors, LLC | 6,020 | $611.0K | 0.35% | −1,500−19.9% | Reduced |
| Magnus Financial Group LLC | 6,007 | $609.7K | 0.05% | −46−0.8% | Reduced |
| SJS Investment Consulting Inc. | 6,000 | $609.0K | 0.08% | +386+6.9% | Added |
| Catalyst Financial Partners LLC | 5,993 | $608.3K | 0.07% | +361+6.4% | Added |
| Nicolet Bankshares Inc | 5,990 | $608.0K | 0.10% | +5,990 | New |
| Waddell & Associates, LLC | 5,984 | $607.3K | 0.05% | +1,121+23.1% | Added |
| Aviance Capital Partners, LLC | 5,981 | $607.0K | 0.07% | +576+10.7% | Added |
| Signal Advisors Wealth, LLC | 5,969 | $605.9K | 0.05% | +577+10.7% | Added |
| NTV Asset Management LLC | 5,969 | $605.8K | 0.07% | +77+1.3% | Added |
| Birch Financial Group, LLC | 5,964 | $605.4K | 0.36% | +1,289+27.6% | Added |
| Nilsine Partners, LLC | 5,944 | $603.3K | 0.05% | +828+16.2% | Added |
| Relyea Zuckerberg Hanson LLC | 5,942 | $603.1K | 0.06% | −74−1.2% | Reduced |
| Argentarii, LLC | 5,931 | $602.0K | 0.26% | −1,250−17.4% | Reduced |
| Cromwell Holdings LLC | 5,927 | $601.6K | 0.32% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 5,922 | $601.1K | 0.20% | −1,341−18.5% | Reduced |
| Simplicity Wealth,LLC | 5,918 | $600.7K | 0.03% | −3,342−36.1% | Reduced |
| 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 |
| Cladis Investment Advisory, LLC | 5,911 | $600.0K | 0.34% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 5,862 | $595.0K | 0.05% | −62−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,841 | $592.9K | 0.20% | +41+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,835 | $592.3K | 0.01% | +6+0.1% | Added |
| Richwood Investment Advisors, LLC | 5,812 | $589.9K | 0.46% | −55−0.9% | Reduced |
| Wrapmanager Inc | 5,794 | $588.1K | 0.18% | +5,794 | New |
| Geneos Wealth Management Inc. | 5,792 | $587.9K | 0.01% | −6,105−51.3% | Reduced |
| Sym Financial Corp | 5,743 | $582.9K | 0.06% | −1,967−25.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,736 | $582.2K | 0.25% | −10.0% | Reduced |
| Cowa, LLC | 5,719 | $580.5K | 0.19% | −1,300−18.5% | Reduced |
| Monument Capital Management | 5,696 | $578.1K | 0.14% | −283−4.7% | Reduced |
| Kestra Investment Management, LLC | 5,683 | $576.8K | 0.02% | −7,562−57.1% | Reduced |