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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 3,548 | $360.1K | 0.05% | +159+4.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,527 | $358.0K | 0.08% | −381−9.7% | Reduced |
| Diversified Enterprises, LLC | 3,517 | $357.0K | 0.02% | +321+10.0% | Added |
| Jmac Enterprises LLC | 3,504 | $355.7K | 0.07% | −12,396−78.0% | Reduced |
| Penn Mutual Asset Management, LLC | 3,500 | $355.3K | 0.69% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 3,500 | $355.3K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,494 | $354.6K | 0.03% | −225−6.1% | Reduced |
| First Nebraska Trust Co | 3,489 | $354.1K | 0.03% | −1,750−33.4% | Reduced |
| Werba Rubin Papier Wealth Management | 3,470 | $352.2K | 0.06% | +90+2.7% | Added |
| Orca Investment Management, LLC | 3,468 | $352.0K | 0.29% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,457 | $350.9K | 0.02% | +423+13.9% | Added |
| Towercrest Capital Management | 3,439 | $349.1K | 0.06% | +925+36.8% | Added |
| EPG Wealth Management LLC | 3,414 | $346.5K | 0.10% | −191−5.3% | Reduced |
| PFG Advisors | 3,413 | $346.4K | 0.01% | +3,413 | New |
| Stokes Family Office, LLC | 3,403 | $345.4K | 0.03% | +84+2.5% | Added |
| Apexium Financial, LP | 3,403 | $345.4K | 0.02% | −826−19.5% | Reduced |
| PSI Advisors, LLC | 3,402 | $345.3K | 0.09% | −237−6.5% | Reduced |
| Symmetry Partners, LLC | 3,400 | $345.1K | 0.04% | +285+9.1% | Added |
| Chilton Investment Co LLC | 3,400 | $345.1K | 0.01% | +3,400 | New |
| Pine Valley Investments Ltd Liability Co | 3,397 | $344.7K | 0.02% | −249−6.8% | Reduced |
| Pasadena Private Wealth, LLC | 3,392 | $344.2K | 0.05% | +3,392 | New |
| Madison Wealth Partners, Inc | 3,385 | $343.6K | 0.07% | +3+0.1% | Added |
| Alliance Wealth Advisors, LLC | 3,374 | $342.5K | 0.17% | +931+38.1% | Added |
| Baron Wealth Management LLC | 3,365 | $341.5K | 0.11% | +78+2.4% | Added |
| Philip James Wealth Mangement, LLC | 3,362 | $341.2K | 0.04% | −3,316−49.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,359 | $341.0K | 0.01% | +354+11.8% | Added |
| Kickstand Ventures, LLC. | 3,351 | $340.1K | 0.07% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,334 | $338.4K | 0.44% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,332 | $338.2K | 0.02% | +493+17.4% | Added |
| Juncture Wealth Strategies, LLC | 3,324 | $337.4K | 0.11% | −2,000−37.6% | Reduced |
| IFC Advisors LLC | 3,319 | $336.9K | 0.06% | −267−7.4% | Reduced |
| FSM Wealth Advisors, LLC | 3,317 | $336.6K | 0.05% | +491+17.4% | Added |
| Corundum Trust Company, INC | 3,315 | $336.5K | 0.73% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,313 | $336.2K | 0.01% | +14+0.4% | Added |
| Northwest Bancshares, Inc. | 3,295 | $334.4K | 0.06% | −259−7.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $334.3K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,287 | $333.6K | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 3,280 | $332.9K | 0.07% | +79+2.5% | Added |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $332.9K | 0.21% | 00.0% | Unchanged |
| Select Asset Management & Trust | 3,274 | $332.0K | 0.10% | 00.0% | Unchanged |
| Investment Research Partners LLC | 3,343 | $331.4K | 0.15% | +3,343 | New |
| Argonautica Private Wealth Management, Inc | 3,249 | $329.8K | 0.10% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 3,230 | $327.9K | 0.26% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 3,230 | $327.8K | 0.11% | −275−7.8% | Reduced |
| CMC Financial Group | 3,230 | $327.8K | 0.61% | +3,230 | New |
| Aire Advisors, LLC | 3,219 | $326.7K | 0.06% | +13+0.4% | Added |
| Patton Fund Management, Inc. | 3,218 | $326.6K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,215 | $326.3K | 0.02% | +5+0.2% | Added |
| NBC Securities, Inc. | 3,204 | $325.3K | 0.03% | −601−15.8% | Reduced |
| Integrated Quantitative Investments LLC | 3,200 | $324.8K | 0.09% | −2,700−45.8% | Reduced |
| TBH Global Asset Management, LLC | 3,191 | $323.9K | 0.06% | −1,050−24.8% | Reduced |
| Gen-Wealth Partners Inc | 3,171 | $321.9K | 0.11% | +2,344+283.4% | Added |
| Voya Financial Advisors, Inc. | 3,117 | $321.6K | 0.03% | −1,191−27.6% | Reduced |
| Everhart Financial Group, Inc. | 3,155 | $320.2K | 0.03% | +3,155 | New |
| Kaufman Rossin Wealth, LLC | 3,132 | $317.9K | 0.17% | +11+0.4% | Added |
| All Terrain Financial Advisors, LLC | 3,128 | $317.5K | 0.10% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,206 | $316.4K | 0.05% | −84−2.6% | Reduced |
| Prentice Wealth Management LLC | 3,115 | $316.2K | 0.08% | −498−13.8% | Reduced |
| Camelot Portfolios, LLC | 3,114 | $316.1K | 0.19% | +189+6.5% | Added |
| Plancorp, LLC | 3,108 | $315.4K | 0.01% | −103−3.2% | Reduced |
| D.B. Root & Company, LLC | 3,104 | $315.1K | 0.08% | +63+2.1% | Added |
| Alpha Family Trust | 3,100 | $314.6K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,089 | $313.5K | 0.02% | −312−9.2% | Reduced |
| Eads & Heald Wealth Management | 3,081 | $313.0K | 0.15% | −462−13.0% | Reduced |
| Evolution Wealth Advisors, LLC | 3,070 | $311.6K | 0.04% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 3,065 | $311.1K | 0.04% | −412−11.8% | Reduced |
| TRUE Private Wealth Advisors | 3,063 | $311.0K | 0.03% | +99+3.3% | Added |
| Duncker Streett & Co Inc | 3,063 | $310.9K | 0.05% | +344+12.7% | Added |
| VeraBank, N.A. | 3,046 | $309.2K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,040 | $309.0K | 0.03% | −22,321−88.0% | Reduced |
| Principle Wealth Partners LLC | 3,038 | $308.3K | 0.02% | +3,038 | New |
| Western Pacific Wealth Management, LP | 3,034 | $308.0K | 0.30% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,030 | $307.6K | 0.04% | +7+0.2% | Added |
| Yoder Wealth Management, Inc. | 3,027 | $307.2K | 0.15% | −50−1.6% | Reduced |
| First National Bank of Omaha | 3,007 | $305.2K | 0.02% | −100−3.2% | Reduced |
| Security National Bank | 3,000 | $304.5K | 0.05% | 00.0% | Unchanged |
| Mad River Investors | 3,000 | $304.5K | 0.13% | +3,000 | New |
| Sunpointe, LLC | 2,985 | $303.0K | 0.11% | +41+1.4% | Added |
| Paulson Wealth Management Inc. | 2,967 | $301.2K | 0.07% | +435+17.2% | Added |
| Peoples Bank | 2,960 | $300.4K | 0.30% | −90−3.0% | Reduced |
| Crewe Advisors LLC | 2,943 | $298.7K | 0.03% | +2,943 | New |
| Caisse des Depots Et Consignations | 2,936 | $298.0K | 0.01% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,934 | $297.8K | 0.13% | −10.0% | Reduced |
| Berman McAleer LLC | 2,930 | $297.4K | 0.04% | +2,930 | New |
| Nemes Rush Group LLC | 2,910 | $295.3K | 0.03% | −84−2.8% | Reduced |
| RKL Wealth Management LLC | 2,906 | $295.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,906 | $295.0K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 2,892 | $293.5K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 2,890 | $293.3K | 0.01% | −55−1.9% | Reduced |
| Home Federal Bank of Tennessee | 2,889 | $293.2K | 0.08% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,882 | $292.5K | 0.08% | +10.0% | Added |
| Cheviot Value Management, LLC | 2,883 | $292.3K | 0.03% | +100+3.6% | Added |
| Sonora Investment Management Group, LLC | 2,836 | $287.9K | 0.02% | +54+1.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,836 | $287.8K | 0.08% | −290−9.3% | Reduced |
| New Covenant Trust Company, N.A. | 2,830 | $287.2K | 0.27% | −416−12.8% | Reduced |
| Wealth Quarterback LLC | 2,826 | $286.9K | 0.11% | −112−3.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,812 | $285.4K | 0.03% | +202+7.7% | Added |
| Greenup Street Wealth Management LLC | 2,808 | $285.0K | 0.04% | +2,808 | New |
| Harbor Investment Advisory, LLC | 2,796 | $283.7K | 0.02% | +54+2.0% | Added |
| Westwood Holdings Group Inc. | 2,786 | $283.0K | 0.00% | +17+0.6% | Added |