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 |
|---|---|---|---|---|---|
| Endowment Wealth Management, Inc. | 1,975 | $200.4K | 0.09% | +1,975 | New |
| Bright Futures Wealth Management, LLC. | 1,972 | $200.1K | 0.16% | +1,972 | New |
| Empirical Asset Management, LLC | 18,579 | $191.6K | 0.05% | +18,579 | New |
| Kerr Financial Planning Corp | 1,915 | $191.4K | 0.27% | +1,915 | New |
| ORG Wealth Partners, LLC | 1,865 | $189.4K | 0.04% | +931+99.7% | Added |
| Eastern Bank | 1,822 | $184.9K | 0.00% | +432+31.1% | Added |
| Prestige Wealth Management Group LLC | 1,816 | $184.3K | 0.04% | 00.0% | Unchanged |
| Motco | 1,777 | $180.4K | 0.02% | +1,460+460.6% | Added |
| Avion Wealth | 1,776 | $180.0K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,764 | $179.0K | 0.02% | +185+11.7% | Added |
| Am Investment Strategies LLC | 1,738 | $176.0K | 0.04% | +1,738 | New |
| AXS Investments LLC | 1,727 | $175.3K | 0.06% | +1,727 | New |
| Sittner & Nelson, LLC | 1,638 | $166.3K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,630 | $165.4K | 0.11% | −10−0.6% | Reduced |
| Operose Advisors LLC | 1,620 | $164.4K | 0.04% | +20+1.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,619 | $164.3K | 0.02% | +1,619 | New |
| TSFG, LLC | 1,617 | $164.0K | 0.03% | −101−5.9% | Reduced |
| Private Wealth Asset Management, LLC | 1,614 | $163.8K | 0.02% | +7+0.4% | Added |
| Hager Investment Management Services, LLC | 1,613 | $163.7K | 0.09% | +672+71.4% | Added |
| Vision Financial Markets LLC | 1,600 | $162.4K | 0.14% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,571 | $159.5K | 0.08% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $157.3K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,543 | $156.6K | 0.07% | −50−3.1% | Reduced |
| GW&K Investment Management, LLC | 1,524 | $155.0K | 0.00% | +31+2.1% | Added |
| Cascades Capital Asset Management, LLC | 1,505 | $152.8K | 0.07% | +200+15.3% | Added |
| Future Financial Wealth Managment LLC | 1,500 | $152.3K | 0.10% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,506 | $152.2K | 0.11% | +352+30.5% | Added |
| Harbor Capital Advisors, Inc. | 1,488 | $151.0K | 0.01% | +1,210+435.3% | Added |
| Sherman Asset Management, Inc. | 1,482 | $150.4K | 0.13% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $148.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,450 | $147.0K | 0.02% | +50+3.6% | Added |
| Aventura Private Wealth, LLC | 1,431 | $145.2K | 0.05% | +339+31.0% | Added |
| Westfuller Advisors, LLC | 1,420 | $144.1K | 0.07% | +1,420 | New |
| Heritage Wealth Advisors | 1,414 | $143.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,410 | $143.1K | 0.06% | +808+134.2% | Added |
| Millstone Evans Group, LLC | 1,403 | $142.4K | 0.09% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $142.1K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,378 | $139.9K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,375 | $139.6K | 0.03% | 00.0% | Unchanged |
| Saranac Partners Ltd | 1,365 | $138.5K | 0.03% | +1,365 | New |
| SOA Wealth Advisors, LLC. | 1,362 | $138.2K | 0.02% | +10+0.7% | Added |
| REAP Financial Group, LLC | 1,349 | $137.0K | 0.03% | +93+7.4% | Added |
| Bruce G. Allen Investments, LLC | 1,345 | $136.5K | 0.10% | +354+35.7% | Added |
| First Command Advisory Services, Inc. | 1,336 | $135.6K | 0.00% | +15+1.1% | Added |
| Covestor Ltd | 1,308 | $133.0K | 0.07% | −1,060−44.8% | Reduced |
| Ogorek Anthony Joseph | 1,293 | $131.0K | 0.04% | −98−7.0% | Reduced |
| Bell Investment Advisors, Inc | 1,253 | $127.2K | 0.02% | −65−4.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,252 | $127.1K | 0.17% | −1,198−48.9% | Reduced |
| DT Investment Partners, LLC | 1,251 | $127.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,233 | $125.2K | 0.01% | −17−1.4% | Reduced |
| St Germain D J Co Inc | 1,224 | $124.2K | 0.00% | −75−5.8% | Reduced |
| Boreal Capital Management LLC | 1,195 | $121.3K | 0.10% | +100+9.1% | Added |
| Trust Co of Vermont | 1,192 | $121.0K | 0.01% | +146+14.0% | Added |
| Activest Wealth Management | 1,172 | $118.9K | 0.02% | +254+27.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,124 | $118.2K | 0.04% | +16+1.4% | Added |
| ZRC Wealth Management, LLC | 1,155 | $117.2K | 0.04% | +155+15.5% | Added |
| WPG Advisers, LLC | 1,152 | $116.9K | 0.09% | +406+54.4% | Added |
| Rise Advisors, LLC | 1,131 | $114.8K | 0.04% | −6,965−86.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,121 | $113.8K | 0.01% | +1+0.1% | Added |
| Sagard Holdings Management Inc. | 1,100 | $111.7K | 0.56% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,096 | $111.2K | 0.02% | +343+45.6% | Added |
| Princeton Global Asset Management LLC | 1,028 | $104.3K | 0.02% | +488+90.4% | Added |
| Turning Point Benefit Group, Inc. | 1,054 | $104.0K | 0.06% | +1,054 | New |
| EMC Capital Management | 1,000 | $102.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $101.5K | 0.05% | −400−28.6% | Reduced |
| Solstein Capital, LLC | 1,000 | $101.5K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $101.5K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 996 | $101.1K | 0.01% | +996 | New |
| Salomon & Ludwin, LLC | 1,032 | $100.9K | 0.01% | +361+53.8% | Added |
| Kozak & Associates, Inc. | 1,016 | $99.8K | 0.02% | +111+12.3% | Added |
| Bollard Group LLC | 958 | $97.0K | 0.00% | +4+0.4% | Added |
| Osterweis Capital Management Inc | 935 | $94.9K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 927 | $94.1K | 0.03% | +27+3.0% | Added |
| Pacifica Partners Inc. | 938 | $92.6K | 0.03% | −60−6.0% | Reduced |
| Hoey Investments, Inc | 900 | $91.3K | 0.01% | −4−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 869 | $88.2K | 0.00% | −944−52.1% | Reduced |
| UMA Financial Services, Inc. | 866 | $87.9K | 0.01% | +321+58.9% | Added |
| Morse Asset Management, Inc | 852 | $86.5K | 0.02% | +695+442.7% | Added |
| Hilltop National Bank | 848 | $86.1K | 0.02% | +44+5.5% | Added |
| JCIC Asset Management Inc. | 845 | $85.8K | 0.03% | +845 | New |
| Ameriflex Group, Inc. | 824 | $83.6K | 0.03% | +450+120.3% | Added |
| Vermillion Wealth Management, Inc. | 800 | $81.2K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 800 | $81.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 795 | $80.6K | 0.01% | +10+1.3% | Added |
| Cornerstone Planning Group LLC | 769 | $77.0K | 0.01% | +195+34.0% | Added |
| Beaird Harris Wealth Management, LLC | 749 | $76.0K | 0.01% | +38+5.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 744 | $75.5K | 0.03% | +400+116.3% | Added |
| Front Row Advisors LLC | 735 | $74.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 726 | $73.7K | 0.02% | −1,168−61.7% | Reduced |
| Toth Financial Advisory Corp | 721 | $73.2K | 0.01% | +18+2.6% | Added |
| Hartford Financial Management Inc. | 721 | $73.2K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 706 | $71.7K | 0.01% | +178+33.7% | Added |
| Cape Investment Advisory, Inc. | 702 | $71.3K | 0.07% | −541−43.5% | Reduced |
| Hara Capital LLC | 700 | $71.0K | 0.04% | −50−6.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 697 | $70.7K | 0.00% | −34−4.7% | Reduced |
| Sachetta, LLC | 685 | $69.5K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 680 | $69.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 672 | $68.2K | 0.02% | +672 | New |
| Smithfield Trust Co | 677 | $68.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 659 | $66.9K | 0.04% | +659 | New |