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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,456 | $450.0K | 0.15% | −550−11.0% | Reduced |
| Evercore Wealth Management, LLC | 4,426 | $449.2K | 0.01% | +48+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 4,408 | $447.4K | 0.10% | −321−6.8% | Reduced |
| Summit Global Investments | 4,399 | $447.0K | 0.03% | −298−6.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,403 | $446.9K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 4,399 | $446.5K | 0.08% | +1,067+32.0% | Added |
| Becker Capital Management Inc | 4,395 | $446.1K | 0.01% | −180−3.9% | Reduced |
| Greenfield Savings Bank | 4,383 | $444.9K | 0.19% | −92−2.1% | Reduced |
| SCS Capital Management LLC | 4,359 | $442.4K | 0.00% | +157+3.7% | Added |
| Grant Private Wealth Management Inc | 4,353 | $441.9K | 0.27% | −74,241−94.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,339 | $440.4K | 0.11% | 00.0% | Unchanged |
| Kentucky Trust Co | 4,319 | $438.4K | 0.24% | −100−2.3% | Reduced |
| X-Square Capital, LLC | 4,311 | $438.0K | 0.14% | +10.0% | Added |
| Lantz Financial LLC | 4,303 | $436.8K | 0.10% | +1,189+38.2% | Added |
| Bahl & Gaynor Inc | 4,298 | $436.2K | 0.00% | +95+2.3% | Added |
| Associated Banc-Corp | 4,278 | $434.2K | 0.01% | −508−10.6% | Reduced |
| BancorpSouth Bank | 4,277 | $434.2K | 0.03% | +67+1.6% | Added |
| waypoint wealth counsel | 4,278 | $434.2K | 0.17% | +574+15.5% | Added |
| Brass Tax Wealth Management, Inc | 4,262 | $432.6K | 0.07% | −106−2.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,473 | $432.5K | 0.04% | +1,661+59.1% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $430.2K | 0.01% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 4,193 | $425.6K | 0.20% | +67+1.6% | Added |
| Flynn Zito Capital Management, LLC | 4,175 | $423.8K | 0.16% | −196−4.5% | Reduced |
| Steinberg Asset Management LLC | 4,174 | $423.7K | 0.30% | −10.0% | Reduced |
| Apella Capital, LLC | 4,378 | $421.4K | 0.01% | +4,378 | New |
| Wealth Management Partners, LLC | 4,136 | $419.9K | 0.13% | 00.0% | Unchanged |
| Addison Capital Co | 4,126 | $418.8K | 0.12% | +280+7.3% | Added |
| Calton & Associates, Inc. | 4,125 | $418.7K | 0.06% | −1,624−28.2% | Reduced |
| Westover Capital Advisors, LLC | 4,112 | $417.4K | 0.08% | +150+3.8% | Added |
| Orrstown Financial Services Inc | 4,101 | $416.3K | 0.07% | +361+9.7% | Added |
| Pingora Partners LLC | 4,100 | $416.1K | 0.28% | −195−4.5% | Reduced |
| Navis Wealth Advisors, LLC | 4,100 | $416.1K | 0.31% | 00.0% | Unchanged |
| Applied Capital LLC | 4,094 | $415.5K | 0.30% | −140−3.3% | Reduced |
| Tamar Securities, LLC | 4,093 | $415.4K | 0.05% | +49+1.2% | Added |
| LexAurum Advisors, LLC | 4,087 | $414.8K | 0.06% | −1,366−25.1% | Reduced |
| Strive Asset Management, LLC | 4,085 | $414.6K | 0.22% | −401−8.9% | Reduced |
| Embree Financial Group | 4,084 | $414.6K | 0.06% | +188+4.8% | Added |
| GSB Wealth Management, LLC | 4,082 | $414.4K | 0.09% | −109−2.6% | Reduced |
| Roberts Capital Advisors, LLC | 4,077 | $413.8K | 0.46% | +4,077 | New |
| Interchange Capital Partners, LLC | 4,092 | $413.5K | 0.08% | +4,092 | New |
| Wayfinding Financial, LLC | 4,052 | $411.0K | 0.18% | +37+0.9% | Added |
| Legacy Solutions, LLC | 4,047 | $410.7K | 0.37% | −111−2.7% | Reduced |
| Principal Street Partners, LLC | 4,040 | $410.1K | 0.07% | −3,327−45.2% | Reduced |
| Traphagen Investment Advisors LLC | 4,031 | $409.1K | 0.04% | +1,123+38.6% | Added |
| Regal Investment Advisors LLC | 4,027 | $408.8K | 0.03% | +141+3.6% | Added |
| Carter Financial Group, INC. | 4,010 | $407.1K | 0.25% | +1,251+45.3% | Added |
| Roble, Belko & Company, Inc | 4,002 | $406.0K | 0.06% | +2+0.1% | Added |
| TT Capital Management LLC | 3,975 | $403.4K | 0.31% | −6,027−60.3% | Reduced |
| Albert D Mason Inc | 3,944 | $400.3K | 0.26% | +55+1.4% | Added |
| RDA Financial Network | 3,935 | $399.4K | 0.10% | −5−0.1% | Reduced |
| Smith Thornton Advisors LLC | 3,928 | $398.7K | 0.21% | −1,000−20.3% | Reduced |
| Mattson Financial Services, LLC | 3,919 | $397.8K | 0.10% | −148−3.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,910 | $396.9K | 0.03% | −66−1.7% | Reduced |
| Gryphon Financial Partners LLC | 3,907 | $396.6K | 0.05% | −1,350−25.7% | Reduced |
| Aspen Wealth Strategies, LLC | 3,902 | $396.1K | 0.22% | +346+9.7% | Added |
| von Borstel & Associates, Inc. | 3,873 | $393.0K | 0.06% | +3,873 | New |
| CFM Wealth Partners LLC | 3,863 | $392.1K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,866 | $392.0K | 0.18% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,831 | $388.9K | 0.10% | +187+5.1% | Added |
| Teza Capital Management LLC | 3,829 | $388.6K | 2.10% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,818 | $387.6K | 0.30% | +3+0.1% | Added |
| Whitener Capital Management, Inc. | 3,810 | $386.7K | 0.09% | −47−1.2% | Reduced |
| Sagace Wealth Management LLC | 3,807 | $386.4K | 0.26% | +3,807 | New |
| Boltwood Capital Management | 3,795 | $385.2K | 0.10% | +350+10.2% | Added |
| Balboa Wealth Partners | 3,791 | $384.8K | 0.07% | −164−4.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,770 | $383.0K | 0.06% | −7,510−66.6% | Reduced |
| Asset Allocation Strategies LLC | 3,764 | $382.0K | 0.08% | −21−0.6% | Reduced |
| Key Financial Inc | 3,868 | $381.8K | 0.07% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,739 | $380.0K | 0.15% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,739 | $379.5K | 0.03% | +4+0.1% | Added |
| Foster & Motley Inc | 3,723 | $378.0K | 0.02% | −439−10.5% | Reduced |
| Accel Wealth Management | 3,723 | $377.9K | 0.11% | −92−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 3,721 | $377.7K | 0.02% | +3,721 | New |
| Regent Peak Wealth Advisors LLC | 3,718 | $377.4K | 0.08% | +3,718 | New |
| Ameritas Advisory Services, LLC | 3,710 | $376.5K | 0.02% | −15,269−80.5% | Reduced |
| Davidson Trust Co | 3,701 | $375.7K | 0.16% | +3,701 | New |
| KFA Private Wealth Group, LLC | 3,696 | $375.2K | 0.11% | +3,696 | New |
| Pacific Center for Financial Services | 3,695 | $375.0K | 0.10% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,693 | $374.8K | 0.04% | +576+18.5% | Added |
| Fortitude Family Office, LLC | 3,692 | $374.7K | 0.10% | −12−0.3% | Reduced |
| Blue Barn Wealth, LLC | 3,691 | $374.7K | 0.16% | −277−7.0% | Reduced |
| Allied Investment Advisors, LLC | 3,689 | $374.4K | 0.06% | +37+1.0% | Added |
| Corecam Pte. Ltd. | 3,677 | $373.2K | 0.20% | −1,152−23.9% | Reduced |
| Garrison Point Advisors, LLC | 3,677 | $373.2K | 0.16% | +161+4.6% | Added |
| JBGlobal.com LLC | 3,657 | $371.2K | 0.38% | 00.0% | Unchanged |
| GAM Holding AG | 3,657 | $371.2K | 0.02% | +3,657 | New |
| Mayport, LLC | 3,656 | $371.0K | 0.08% | +3,656 | New |
| Sherbrooke Park Advisers LLC | 3,651 | $370.6K | 0.17% | −6,564−64.3% | Reduced |
| OneAscent Financial Services LLC | 3,650 | $370.4K | 0.02% | −1,473−28.8% | Reduced |
| Guardian Wealth Advisors, LLC | 3,645 | $369.9K | 0.02% | +7+0.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,638 | $369.3K | 0.37% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 3,566 | $368.0K | 0.01% | −350,784−99.0% | Reduced |
| Blalock Williams, LLC | 3,619 | $367.3K | 0.32% | +540+17.5% | Added |
| Shoker Investment Counsel, Inc. | 3,606 | $366.0K | 0.11% | +19+0.5% | Added |
| Sendero Wealth Management, LLC | 3,606 | $366.0K | 0.04% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,578 | $363.2K | 0.12% | −200−5.3% | Reduced |
| Neville Rodie & Shaw Inc | 3,581 | $363.0K | 0.03% | +505+16.4% | Added |
| Carnegie Capital Asset Management, LLC | 3,560 | $361.3K | 0.01% | +431+13.8% | Added |
| McAdam, LLC | 3,559 | $361.3K | 0.02% | −738−17.2% | Reduced |
| Legacy Edge Advisors, LLC | 3,557 | $361.0K | 0.04% | 00.0% | Unchanged |