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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 2,782 | $282.4K | 0.02% | +24+0.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,764 | $280.5K | 0.07% | −300−9.8% | Reduced |
| Fairscale Capital, LLC | 2,759 | $280.0K | 0.19% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,757 | $279.8K | 0.06% | +67+2.5% | Added |
| Frisch Financial Group, Inc. | 2,755 | $279.7K | 0.07% | −2−0.1% | Reduced |
| Norway Savings Bank | 2,750 | $279.1K | 0.13% | −100−3.5% | Reduced |
| Oakworth Capital, Inc. | 2,729 | $277.0K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,728 | $276.9K | 0.14% | +30+1.1% | Added |
| Peregrine Asset Advisers, Inc. | 2,728 | $276.8K | 0.08% | +32+1.2% | Added |
| Raleigh Capital Management Inc. | 2,723 | $276.4K | 0.11% | −194−6.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,718 | $275.9K | 0.12% | +116+4.5% | Added |
| DGS Capital Management, LLC | 2,710 | $275.1K | 0.05% | +2,710 | New |
| Successful Portfolios LLC | 2,705 | $274.6K | 0.16% | −219−7.5% | Reduced |
| Gallacher Capital Management LLC | 2,698 | $273.9K | 0.11% | −8,379−75.6% | Reduced |
| Capula Management Ltd | 2,694 | $273.4K | 0.00% | +2,694 | New |
| New Century Financial Group, LLC | 2,692 | $273.2K | 0.49% | −21,986−89.1% | Reduced |
| Texas Bank & Trust Co | 2,688 | $272.8K | 0.10% | −3,060−53.2% | Reduced |
| W Advisors, LLC | 2,686 | $272.6K | 0.14% | +74+2.8% | Added |
| McLean Asset Management Corp | 2,766 | $271.2K | 0.06% | −54−1.9% | Reduced |
| Ewa, LLC | 2,671 | $271.1K | 0.08% | +174+7.0% | Added |
| Trustco Bank Corp N Y | 2,667 | $270.7K | 0.24% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,666 | $270.6K | 0.02% | +2,666 | New |
| Verus Capital Partners, LLC | 2,666 | $270.6K | 0.02% | +2,666 | New |
| Arcataur Capital Management LLC | 2,665 | $270.5K | 0.08% | −18−0.7% | Reduced |
| Goldstein Advisors, LLC | 2,648 | $268.8K | 0.03% | +135+5.4% | Added |
| Midwest Trust Co | 2,644 | $268.4K | 0.00% | −947−26.4% | Reduced |
| Addison Advisors LLC | 2,644 | $268.4K | 0.06% | +37+1.4% | Added |
| Paragon Private Wealth Management, LLC | 2,636 | $267.6K | 0.09% | +2,636 | New |
| Whelan Financial | 2,634 | $267.3K | 0.08% | +2,634 | New |
| FMB Wealth Management | 2,618 | $265.7K | 0.11% | +103+4.1% | Added |
| Atala Financial Inc | 2,615 | $265.4K | 0.17% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,614 | $265.0K | 0.11% | +2,614 | New |
| Olistico Wealth, LLC | 2,610 | $264.9K | 0.14% | +65+2.6% | Added |
| Agf Management Ltd | 2,609 | $264.8K | 0.00% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,607 | $264.6K | 0.03% | −176−6.3% | Reduced |
| Connecticut Wealth Management, LLC | 2,603 | $264.2K | 0.01% | −999−27.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,601 | $264.0K | 0.01% | −80−3.0% | Reduced |
| SevenBridge Financial Group, LLC | 2,562 | $263.6K | 0.04% | −144−5.3% | Reduced |
| Diametric Capital, LP | 2,588 | $262.7K | 0.10% | +2,588 | New |
| Searle & Co. | 2,582 | $262.1K | 0.07% | −7−0.3% | Reduced |
| Concentrum Wealth Management | 2,577 | $261.5K | 0.08% | +61+2.4% | Added |
| Grove Bank & Trust | 2,576 | $261.5K | 0.03% | +9+0.4% | Added |
| Ar Asset Management Inc | 2,576 | $261.0K | 0.06% | 00.0% | Unchanged |
| SLT Holdings LLC | 2,557 | $259.5K | 0.17% | +2,557 | New |
| SPC Financial, Inc. | 2,557 | $259.5K | 0.02% | +2,557 | New |
| Custos Family Office, LLC | 2,552 | $259.1K | 0.15% | +2,552 | New |
| Allium Financial Advisors, LLC | 2,551 | $258.9K | 0.21% | +14+0.6% | Added |
| Valley Brook Capital Group | 2,550 | $258.8K | 0.17% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,652 | $258.8K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,544 | $258.2K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,539 | $257.7K | 0.12% | +18+0.7% | Added |
| QTR Family Wealth, LLC | 2,539 | $257.7K | 0.12% | +2,539 | New |
| SummitTX Capital, L.P. | 2,536 | $257.4K | 0.01% | +2,536 | New |
| Horizon Bancorp Inc | 2,530 | $257.0K | 0.12% | +1,197+89.8% | Added |
| Symphony Financial, Ltd. Co. | 2,565 | $256.7K | 0.03% | −831−24.5% | Reduced |
| Keystone Financial Services | 2,528 | $256.6K | 0.08% | −15−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 2,517 | $255.5K | 0.04% | +5+0.2% | Added |
| Weaver Consulting Group | 2,517 | $255.5K | 0.06% | +2,517 | New |
| Keebeck Alpha, LP | 2,503 | $254.1K | 0.35% | −2,042−44.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,503 | $254.1K | 0.01% | +2,503 | New |
| Falcon Wealth Planning | 2,503 | $254.0K | 0.02% | −200−7.4% | Reduced |
| Lynch Asset Management, Inc. | 2,500 | $253.8K | 0.08% | −2,500−50.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,500 | $253.8K | 0.05% | +2,500 | New |
| BlackDiamond Wealth Management Inc. | 2,497 | $253.5K | 0.14% | +75+3.1% | Added |
| Pinnacle Bancorp, Inc. | 2,487 | $252.4K | 0.07% | +48+2.0% | Added |
| Alliance Wealth Management Group | 2,486 | $252.3K | 0.06% | +2,486 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,483 | $252.0K | 0.06% | −637−20.4% | Reduced |
| GK Wealth Management LLC | 2,475 | $251.2K | 0.19% | −328−11.7% | Reduced |
| HM Payson & Co | 2,470 | $250.7K | 0.00% | −113−4.4% | Reduced |
| Saxon Interests, Inc. | 2,583 | $249.4K | 0.10% | +2,583 | New |
| MV Capital Management, Inc. | 2,448 | $248.5K | 0.02% | +2+0.1% | Added |
| Francis Financial, Inc. | 1,451 | $247.7K | 0.04% | +1,451 | New |
| Trilogy Capital Inc. | 2,435 | $247.2K | 0.01% | −341−12.3% | Reduced |
| Partners Capital Investment Group, LLP | 2,432 | $246.8K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,429 | $246.5K | 0.10% | +779+47.2% | Added |
| Fielder Capital Group LLC | 2,427 | $246.3K | 0.06% | +58+2.4% | Added |
| Waller Financial Planning Group, Inc | 2,420 | $245.6K | 0.06% | 00.0% | Unchanged |
| New World Advisors LLC | 2,419 | $245.5K | 0.04% | +2,419 | New |
| EdgeRock Capital LLC | 2,414 | $245.1K | 0.07% | +2,414 | New |
| True Wealth Design, LLC | 2,409 | $244.5K | 0.07% | +220+10.1% | Added |
| LeConte Wealth Management, LLC | 2,408 | $244.4K | 0.16% | −149−5.8% | Reduced |
| BKD Wealth Advisors, LLC | 2,396 | $243.2K | 0.00% | +36+1.5% | Added |
| Money Concepts Capital Corp | 2,394 | $242.9K | 0.01% | +2,394 | New |
| Five Oceans Advisors | 2,382 | $241.8K | 0.09% | +2,382 | New |
| Circle Wealth Management, LLC | 2,379 | $241.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,378 | $241.2K | 0.01% | −407−14.6% | Reduced |
| Clark Capital Management Group, Inc. | 2,376 | $241.2K | 0.00% | +2,376 | New |
| RMB Capital Management, LLC | 2,371 | $240.7K | 0.00% | +2,371 | New |
| Farmers National Bank | 2,364 | $239.9K | 0.06% | +2,364 | New |
| Revolve Wealth Partners, LLC | 2,363 | $239.9K | 0.03% | +2,363 | New |
| Investmark Advisory Group LLC | 2,362 | $239.8K | 0.10% | +2,362 | New |
| Apriem Advisors | 2,360 | $239.5K | 0.02% | +2,360 | New |
| Magnolia Capital Advisors LLC | 2,359 | $239.4K | 0.06% | +2,359 | New |
| Marietta Investment Partners LLC | 2,358 | $239.3K | 0.05% | +2,358 | New |
| Medallion Wealth Advisors, LLC | 2,356 | $239.1K | 0.08% | +10.0% | Added |
| Quantum Financial Advisors, LLC | 2,351 | $238.6K | 0.03% | +2,351 | New |
| First Wilshire Securities Management Inc | 2,350 | $238.5K | 0.06% | −172−6.8% | Reduced |
| Cypress Wealth Services, LLC | 2,342 | $237.7K | 0.04% | +2,342 | New |
| Paces Ferry Wealth Advisors, LLC | 2,334 | $236.9K | 0.10% | +2,334 | New |
| Walker Asset Management, LLC | 2,330 | $236.5K | 0.13% | +2,330 | New |