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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 2,324 | $235.9K | 0.03% | −101−4.2% | Reduced |
| LVW Advisors, LLC | 2,318 | $235.3K | 0.02% | +2,318 | New |
| Rinkey Investments | 2,317 | $235.2K | 0.06% | +2,317 | New |
| Atlantic Trust, LLC | 2,312 | $234.7K | 0.04% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,311 | $234.6K | 0.11% | +2,311 | New |
| Plimoth Trust Co LLC | 2,310 | $234.5K | 0.05% | +2,310 | New |
| Parker Financial LLC | 2,304 | $233.9K | 0.10% | +2,304 | New |
| Empire Financial Management Company, LLC | 2,295 | $233.0K | 0.05% | +2,295 | New |
| Beacon Investment Advisors LLC | 2,294 | $232.9K | 0.10% | +2,294 | New |
| Carr Financial Group Corp | 2,289 | $232.3K | 0.06% | +2,289 | New |
| Golden State Wealth Management, LLC | 2,288 | $232.3K | 0.03% | +2+0.1% | Added |
| NorthLanding Financial Partners, LLC | 2,286 | $232.0K | 0.19% | +2,286 | New |
| Global Assets Advisory, LLC | 2,284 | $231.9K | 0.07% | +2,284 | New |
| Oldfather Financial Services, LLC | 2,280 | $231.4K | 0.07% | +2,280 | New |
| Providence Wealth Advisors, LLC | 2,275 | $230.7K | 0.15% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 2,269 | $230.3K | 0.11% | +2,269 | New |
| Long Run Wealth Advisors, LLC | 2,265 | $229.8K | 0.05% | +2,265 | New |
| Traveka Wealth, LLC | 2,264 | $229.8K | 0.10% | +2,264 | New |
| Facet Wealth, Inc. | 2,262 | $229.6K | 0.00% | +2,262 | New |
| Keebeck Wealth Management, LLC | 2,261 | $229.5K | 0.03% | +2,261 | New |
| Cora Capital Advisors LLC | 2,258 | $229.2K | 0.10% | +2,258 | New |
| Bill Few Associates, Inc. | 2,257 | $229.1K | 0.06% | +2,257 | New |
| Wealth Architects, LLC | 2,257 | $229.1K | 0.02% | +2,257 | New |
| Sylvest Advisors, LLC | 2,247 | $228.1K | 0.12% | −138−5.8% | Reduced |
| Ashton Thomas Securities, LLC | 2,247 | $228.1K | 0.03% | +2,247 | New |
| Strategic Planning, Inc. | 2,237 | $227.1K | 0.13% | +2,237 | New |
| FDx Advisors, Inc. | 2,241 | $227.0K | 0.07% | +2,241 | New |
| Warwick Investment Management, Inc. | 2,233 | $226.7K | 0.04% | +2,233 | New |
| Jag Capital Management, LLC | 2,222 | $225.6K | 0.02% | +102+4.8% | Added |
| Trust Co of Virginia | 2,222 | $225.5K | 0.02% | +2,222 | New |
| American Trust | 2,221 | $225.4K | 0.02% | +2,221 | New |
| Lee Danner & Bass Inc | 2,214 | $224.7K | 0.02% | +2,214 | New |
| Northwest Wealth Management, LLC | 2,212 | $224.6K | 0.04% | +2,212 | New |
| Acropolis Investment Management, LLC | 2,629 | $223.8K | 0.01% | +2,629 | New |
| Reuter James Wealth Management, LLC | 2,203 | $223.7K | 0.03% | −1,022−31.7% | Reduced |
| TCI Wealth Advisors, Inc. | 2,202 | $223.5K | 0.01% | +2,202 | New |
| Marks Group Wealth Management, Inc | 2,201 | $223.4K | 0.02% | +2,201 | New |
| North Capital, Inc. | 2,200 | $223.3K | 0.17% | +51+2.4% | Added |
| Peddock Capital Advisors, LLC | 2,200 | $223.3K | 0.05% | +2,200 | New |
| Coyle Financial Counsel LLC | 2,192 | $222.5K | 0.05% | +2,192 | New |
| Segment Wealth Management, LLC | 2,189 | $222.2K | 0.01% | +2,189 | New |
| Lighthouse Financial LLC | 2,188 | $222.1K | 0.15% | +2,188 | New |
| Richardson Financial Services Inc. | 2,180 | $221.3K | 0.14% | −90−4.0% | Reduced |
| Genesis Private Wealth, LLC | 2,180 | $221.3K | 0.09% | −392−15.2% | Reduced |
| Summitry LLC | 2,180 | $221.3K | 0.01% | +2,180 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 2,178 | $221.1K | 0.08% | −1,839−45.8% | Reduced |
| Weinberger Asset Management, Inc | 2,177 | $221.0K | 0.08% | +2,177 | New |
| Invested Advisors | 3,016 | $221.0K | 0.32% | +3,016 | New |
| Crews Bank & Trust | 2,164 | $219.6K | 0.03% | −42−1.9% | Reduced |
| 5T Wealth, LLC | 2,153 | $218.5K | 0.10% | +2,153 | New |
| Impact Capital Partners LLC | 2,144 | $217.6K | 0.07% | +2,144 | New |
| Tripletail Wealth Management, LLC | 2,200 | $216.9K | 0.26% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,136 | $216.9K | 0.03% | +2,136 | New |
| Stonegate Management LLC | 2,133 | $216.5K | 0.14% | +2,133 | New |
| GatePass Capital, LLC | 2,132 | $216.4K | 0.13% | +2,132 | New |
| Williams Jones Wealth Management, LLC. | 2,128 | $216.0K | 0.00% | +2,128 | New |
| Weil Company, Inc. | 2,118 | $215.0K | 0.05% | +2,118 | New |
| StoneX Group Inc. | 2,117 | $214.8K | 0.01% | −743−26.0% | Reduced |
| Sterling Manor Financial, LLC | 2,100 | $213.2K | 0.13% | +2,100 | New |
| Mathes Company, Inc. | 2,100 | $213.0K | 0.08% | +2,100 | New |
| Single Point Partners, LLC | 2,098 | $212.9K | 0.04% | +2,098 | New |
| Baxter Bros Inc | 2,086 | $211.8K | 0.02% | +2,086 | New |
| Tred Avon Family Wealth, LLC | 2,086 | $211.7K | 0.07% | +2,086 | New |
| Rossby Financial, LCC | 2,142 | $211.4K | 0.07% | +322+17.7% | Added |
| Nations Financial Group Inc, | 2,082 | $211.4K | 0.01% | +2,082 | New |
| Jacobsen Capital Management | 2,071 | $210.2K | 0.07% | +2,071 | New |
| ABLE Financial Group, LLC | 2,069 | $210.0K | 0.05% | +2,069 | New |
| Ancora Advisors, LLC | 2,068 | $209.9K | 0.00% | −838−28.8% | Reduced |
| Binnacle Investments Inc | 2,063 | $209.4K | 0.12% | +216+11.7% | Added |
| Florida Financial Advisors, LLC | 2,054 | $208.7K | 0.06% | +2,054 | New |
| Essex LLC | 2,056 | $208.7K | 0.04% | +2,056 | New |
| Integral Investment Advisors, Inc. | 2,054 | $208.5K | 0.06% | +2,054 | New |
| Fortis Capital Management LLC | 2,052 | $208.3K | 0.03% | +2,052 | New |
| Hoxton Planning & Management, LLC | 2,050 | $208.1K | 0.07% | +2,050 | New |
| Crawford Investment Counsel Inc | 2,048 | $207.9K | 0.00% | +2,048 | New |
| Avenue 1 Advisors, LLC | 2,048 | $207.9K | 0.07% | +2,048 | New |
| Retirement Planning Group | 2,047 | $207.8K | 0.01% | +2,047 | New |
| City State Bank | 2,044 | $207.5K | 0.06% | 00.0% | Unchanged |
| Note Advisors, LLC | 2,044 | $207.5K | 0.12% | +2,044 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,042 | $207.2K | 0.06% | +2,042 | New |
| Wilkinson Global Asset Management LLC | 2,034 | $206.5K | 0.01% | +2,034 | New |
| Patron Partners Advisors, LLC | 2,032 | $206.2K | 0.09% | +2,032 | New |
| Semus Wealth Partners LLC | 2,032 | $206.2K | 0.12% | +2,032 | New |
| Cascade Financial Partners, LLC | 2,030 | $206.0K | 0.02% | +2,030 | New |
| Latitude Advisors, LLC | 2,020 | $205.0K | 0.09% | +2,020 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,018 | $204.8K | 0.01% | +2,018 | New |
| Montz Harcus Wealth Management LLC | 2,018 | $204.8K | 0.09% | +2,018 | New |
| Rosenblum Silverman Sutton S F Inc | 2,005 | $203.5K | 0.05% | +2,005 | New |
| Sentinus, LLC | 2,003 | $203.3K | 0.04% | +2,003 | New |
| Valmark Advisers, Inc. | 2,001 | $203.1K | 0.00% | +2,001 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $203.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,999 | $202.9K | 0.10% | +1,999 | New |
| West Michigan Advisors, LLC | 1,998 | $202.8K | 0.05% | +1,998 | New |
| Central Valley Advisors, LLC | 1,990 | $202.0K | 0.06% | +1,990 | New |
| Van Hulzen Asset Management, LLC | 1,989 | $201.9K | 0.02% | −363−15.4% | Reduced |
| Scientech Research LLC | 1,988 | $201.8K | 0.07% | −4,495−69.3% | Reduced |
| Phillips Financial Management, LLC | 1,986 | $201.6K | 0.01% | +1,986 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $201.0K | 0.14% | +1,990 | New |
| Hudson Value Partners, LLC | 1,980 | $201.0K | 0.06% | +1,980 | New |
| Park National Corp | 1,978 | $200.8K | 0.01% | +1,978 | New |