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 |
|---|---|---|---|---|---|
| Intelligence Driven Advisers, LLC | 5,673 | $575.8K | 0.08% | +10.0% | Added |
| CoreCap Advisors, LLC | 5,664 | $575.0K | 0.02% | −41−0.7% | Reduced |
| May Hill Capital, LLC | 5,649 | $573.4K | 0.17% | +52+0.9% | Added |
| Rexford Capital Inc | 5,646 | $573.1K | 0.44% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,640 | $572.5K | 0.38% | −35−0.6% | Reduced |
| First Foundation Advisors | 5,615 | $570.0K | 0.02% | +1,607+40.1% | Added |
| NBT Bank N A | 5,600 | $568.4K | 0.04% | −140−2.4% | Reduced |
| Gilbert & Cook, Inc. | 5,563 | $564.6K | 0.07% | +122+2.2% | Added |
| Zullo Investment Group, Inc. | 5,559 | $564.3K | 0.21% | +61+1.1% | Added |
| Twin Focus Capital Partners, LLC | 5,500 | $558.3K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 5,475 | $555.7K | 0.09% | +1,607+41.5% | Added |
| a16z Perennial Management, L.P. | 5,435 | $551.7K | 0.04% | +5,435 | New |
| D'Orazio & Associates, Inc. | 5,433 | $551.5K | 0.07% | +355+7.0% | Added |
| Opal Wealth Advisors, LLC | 5,391 | $547.2K | 0.15% | −1,810−25.1% | Reduced |
| Gables Capital Management Inc. | 5,375 | $545.6K | 0.23% | −200−3.6% | Reduced |
| Penserra Capital Management LLC | 5,372 | $544.0K | 0.01% | +5,216+3,343.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,359 | $543.9K | 0.06% | −145−2.6% | Reduced |
| Old North State Trust, LLC | 5,335 | $542.0K | 0.33% | +112+2.1% | Added |
| Silverlake Wealth Management LLC | 5,328 | $540.8K | 0.13% | −288−5.1% | Reduced |
| Bard Financial Services, Inc. | 5,320 | $540.0K | 0.06% | −125−2.3% | Reduced |
| Avaii Wealth Management, LLC | 5,319 | $539.9K | 0.21% | +351+7.1% | Added |
| Everpar Advisors LLC | 5,310 | $539.0K | 0.21% | −139−2.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,459 | $538.9K | 0.08% | +604+12.4% | Added |
| Alexander Randolph Advisory, Inc. | 5,295 | $537.4K | 0.44% | −529−9.1% | Reduced |
| Gateway Investment Advisers LLC | 5,289 | $536.8K | 0.01% | +178+3.5% | Added |
| Tranquility Partners, LLC | 5,288 | $536.7K | 0.18% | +5,288 | New |
| Angeles Wealth Management, LLC | 5,285 | $536.4K | 0.03% | +754+16.6% | Added |
| Intrinsic Value Partners, LLC | 5,275 | $535.4K | 0.43% | −1,000−15.9% | Reduced |
| Kovack Advisors, Inc. | 5,263 | $534.2K | 0.05% | −64−1.2% | Reduced |
| SOL Capital Management CO | 5,255 | $533.0K | 0.05% | +225+4.5% | Added |
| Bartlett & Co. Wealth Management LLC | 5,248 | $532.7K | 0.01% | −360−6.4% | Reduced |
| FLC Capital Advisors | 5,226 | $530.4K | 0.10% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 5,209 | $528.7K | 0.05% | +5,209 | New |
| Onefund, LLC | 5,202 | $528.0K | 0.34% | +189+3.8% | Added |
| ELCO Management Co., LLC | 5,200 | $527.8K | 0.28% | −34−0.6% | Reduced |
| Trueblood Wealth Management, LLC | 5,191 | $526.8K | 0.21% | +30+0.6% | Added |
| Chemistry Wealth Management LLC | 5,161 | $523.9K | 0.10% | +5+0.1% | Added |
| Net Worth Advisory Group | 5,146 | $522.3K | 0.15% | −91−1.7% | Reduced |
| Ridgewood Investments LLC | 5,146 | $522.3K | 0.22% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 5,133 | $521.0K | 0.09% | +1,175+29.7% | Added |
| FourThought Financial Partners, LLC | 5,118 | $519.5K | 0.05% | −328−6.0% | Reduced |
| BTG Pactual Asset Management US LLC | 5,109 | $518.6K | 0.06% | +4,049+382.0% | Added |
| Chapin Davis, Inc. | 5,057 | $513.3K | 0.13% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,031 | $510.6K | 0.15% | +182+3.8% | Added |
| Vicus Capital | 5,028 | $510.3K | 0.04% | +886+21.4% | Added |
| Harbor Advisors LLC | 5,000 | $507.5K | 0.08% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,989 | $506.4K | 0.04% | +104+2.1% | Added |
| Patten Group, Inc. | 4,988 | $506.3K | 0.10% | +252+5.3% | Added |
| JFS Wealth Advisors, LLC | 4,978 | $505.3K | 0.03% | +604+13.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,971 | $504.6K | 0.17% | +9+0.2% | Added |
| Sightline Wealth Advisors, LLC | 4,962 | $503.6K | 0.23% | +25+0.5% | Added |
| Rosenberg Matthew Hamilton | 4,956 | $503.0K | 0.11% | +206+4.3% | Added |
| Optas, LLC | 4,948 | $502.2K | 0.09% | +457+10.2% | Added |
| Archer Investment Corp | 4,916 | $498.9K | 0.11% | +20.0% | Added |
| Ferguson Wellman Capital Management, Inc | 4,905 | $497.9K | 0.01% | +974+24.8% | Added |
| Johnson Financial Group, Inc. | 4,903 | $497.7K | 0.02% | +3,257+197.9% | Added |
| Main Street Research LLC | 4,894 | $496.7K | 0.03% | +276+6.0% | Added |
| Woodward Diversified Capital, LLC | 4,885 | $495.8K | 0.23% | −25−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 4,837 | $491.0K | 0.04% | −750−13.4% | Reduced |
| Waldron Private Wealth LLC | 4,835 | $490.8K | 0.02% | +4,835 | New |
| Advisor OS, LLC | 4,832 | $490.5K | 0.04% | +560+13.1% | Added |
| Nicholas Hoffman & Company, LLC. | 4,828 | $490.1K | 0.01% | +10.0% | Added |
| William B. Walkup & Associates, Inc. | 4,825 | $489.7K | 0.26% | +51+1.1% | Added |
| Invenio Wealth Partners LLC | 4,821 | $489.3K | 0.18% | +747+18.3% | Added |
| Confluence Wealth Services, Inc. | 4,796 | $486.8K | 0.02% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 4,785 | $485.7K | 0.27% | −241−4.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,782 | $485.4K | 0.09% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,760 | $483.2K | 0.07% | −185−3.7% | Reduced |
| Essex Savings Bank | 4,739 | $481.0K | 0.11% | +96+2.1% | Added |
| Stablepoint Partners, LLC | 4,725 | $479.6K | 0.08% | −875−15.6% | Reduced |
| Optimize Financial Inc | 4,723 | $479.4K | 0.25% | +4,723 | New |
| BOS Asset Management, LLC | 4,712 | $478.3K | 0.13% | −146−3.0% | Reduced |
| MSH Capital Advisors LLC | 4,704 | $477.5K | 0.13% | −1,091−18.8% | Reduced |
| Claro Advisors LLC | 4,676 | $474.6K | 0.07% | +6+0.1% | Added |
| First Heartland Consultants, Inc. | 4,659 | $472.9K | 0.04% | −336−6.7% | Reduced |
| Kennedy Investment Group | 4,640 | $470.9K | 0.19% | −82−1.7% | Reduced |
| Wellington Shields Capital Management, LLC | 4,629 | $469.8K | 0.07% | −589−11.3% | Reduced |
| Alta Wealth Advisors LLC | 4,628 | $469.7K | 0.17% | +25+0.5% | Added |
| Mission Wealth Management, LP | 4,617 | $468.7K | 0.01% | −227−4.7% | Reduced |
| Washington Capital Management Inc | 4,600 | $466.9K | 0.33% | −2,000−30.3% | Reduced |
| Sentry Investment Management LLC | 4,821 | $466.0K | 0.31% | −1,272−20.9% | Reduced |
| Capital Advisors Inc | 4,584 | $465.3K | 0.01% | +455+11.0% | Added |
| Bay Capital Advisors, LLC | 4,558 | $462.7K | 0.30% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 4,567 | $462.5K | 0.21% | −119−2.5% | Reduced |
| CenterStar Asset Management, LLC | 4,549 | $461.9K | 0.88% | +689+17.8% | Added |
| Tradewinds, LLC. | 4,550 | $461.8K | 0.11% | +4,550 | New |
| Glen Eagle Advisors, LLC | 4,549 | $461.7K | 0.06% | +520+12.9% | Added |
| BIP Wealth, LLC | 4,531 | $459.9K | 0.02% | +942+26.2% | Added |
| Whalen Wealth Management Inc. | 4,520 | $458.8K | 0.27% | −363−7.4% | Reduced |
| Wallace Advisory Group, LLC | 5,375 | $457.5K | 0.37% | −1,076−16.7% | Reduced |
| Pointe Capital Management LLC | 4,503 | $457.1K | 0.22% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,501 | $456.9K | 0.07% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,501 | $456.9K | 0.19% | +5+0.1% | Added |
| Freestone Grove Partners LP | 4,500 | $456.8K | 0.00% | −655,626−99.3% | Reduced |
| Entropy Technologies, LP | 4,495 | $456.2K | 0.03% | +4,495 | New |
| Financial Engines Advisors L.L.C. | 4,487 | $455.4K | 0.00% | +173+4.0% | Added |
| Seamount Financial Group Inc | 4,483 | $455.0K | 0.21% | −197−4.2% | Reduced |
| Allen Capital Group, LLC | 4,457 | $452.4K | 0.04% | +70+1.6% | Added |
| Coastal Investment Advisors, Inc. | 4,441 | $450.8K | 0.15% | −144−3.1% | Reduced |
| Root Financial Partners, LLC | 4,440 | $450.7K | 0.03% | +209+4.9% | Added |