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 |
|---|---|---|---|---|---|
| Banque Transatlantique SA | 652 | $66.2K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 645 | $65.5K | 0.06% | −87−11.9% | Reduced |
| First Community Trust NA | 625 | $63.4K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 621 | $63.0K | 0.07% | −69−10.0% | Reduced |
| N.E.W. Advisory Services LLC | 612 | $62.1K | 0.01% | +1+0.2% | Added |
| Berbice Capital Management LLC | 600 | $60.9K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $60.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 597 | $60.6K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $60.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 582 | $59.1K | 0.01% | −60−9.3% | Reduced |
| Truvestments Capital LLC | 578 | $58.7K | 0.01% | +391+209.1% | Added |
| Private Wealth Management Group, LLC | 571 | $58.0K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 562 | $57.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $55.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 546 | $55.4K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 546 | $55.0K | 0.01% | −3−0.5% | Reduced |
| McIlrath & Eck, LLC | 531 | $53.9K | 0.01% | −73−12.1% | Reduced |
| Fairway Wealth LLC | 528 | $53.6K | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 522 | $53.0K | 0.00% | +522 | New |
| First Financial Corp | 513 | $52.1K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 510 | $51.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 510 | $51.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 509 | $51.7K | 0.01% | −170−25.0% | Reduced |
| Webster Bank, N. A. | 500 | $50.8K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $50.8K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $50.8K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 500 | $50.8K | 0.01% | +500 | New |
| JPL Wealth Management, LLC | 497 | $50.4K | 0.01% | +497 | New |
| Bullock Wealth Management Group | 510 | $50.3K | 0.03% | +210+70.0% | Added |
| West Branch Capital LLC | 492 | $49.9K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 469 | $47.6K | 0.02% | +1+0.2% | Added |
| Legacy Wealth Managment, LLC | 449 | $45.6K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 444 | $45.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 440 | $44.6K | 0.02% | +26+6.3% | Added |
| Robinswood Financial LLC | 438 | $44.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 435 | $44.2K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 439 | $44.0K | 0.02% | +1+0.2% | Added |
| Highline Wealth Partners LLC | 418 | $42.4K | 0.01% | +109+35.3% | Added |
| Accent Capital Management, LLC | 412 | $41.8K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 410 | $41.6K | 0.00% | +10+2.5% | Added |
| Strategic Investment Solutions, Inc. | 407 | $41.3K | 0.01% | +2+0.5% | Added |
| Meeder Asset Management Inc | 406 | $41.2K | 0.00% | −813−66.7% | Reduced |
| TruNorth Capital Management, LLC | 400 | $40.6K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 396 | $40.2K | 0.02% | −9−2.2% | Reduced |
| Tortoise Investment Management, LLC | 396 | $40.2K | 0.00% | +30+8.2% | Added |
| Cloud Capital Management, LLC | 399 | $40.0K | 0.02% | +399 | New |
| Consultiva Wealth Management, Corp. | 379 | $38.5K | 0.11% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 374 | $38.0K | 0.01% | +75+25.1% | Added |
| TFC Financial Management | 359 | $36.4K | 0.00% | +34+10.5% | Added |
| Abound Wealth Management | 358 | $36.4K | 0.01% | +74+26.1% | Added |
| Financial Management Professionals, Inc. | 349 | $35.5K | 0.00% | +56+19.1% | Added |
| West Financial Advisors, LLC | 348 | $35.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 340 | $34.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 331 | $33.6K | 0.02% | 00.0% | Unchanged |
| Guerra Advisors Inc | 329 | $33.4K | 0.01% | +329 | New |
| Creative Capital Management Investments LLC | 328 | $33.3K | 0.01% | −73−18.2% | Reduced |
| Raffa Wealth Management, LLC | 327 | $33.2K | 0.01% | +40+13.9% | Added |
| Rakuten Securities, Inc. | 319 | $32.4K | 0.01% | −5,621−94.6% | Reduced |
| Dunhill Financial, LLC | 319 | $32.4K | 0.01% | +153+92.2% | Added |
| Draper Asset Management, LLC | 32,000 | $32.2K | 0.02% | +32,000 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 299 | $30.4K | 0.05% | −43−12.6% | Reduced |
| LOM Asset Management Ltd | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 283 | $28.7K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 279 | $28.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 273 | $27.7K | 0.01% | +47+20.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 270 | $27.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 270 | $27.4K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 267 | $27.1K | 0.00% | −716−72.8% | Reduced |
| New England Capital Financial Advisors LLC | 266 | $27.0K | 0.01% | −38−12.5% | Reduced |
| Missouri Trust & Investment Co | 260 | $26.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 257 | $26.0K | 0.01% | +120+87.6% | Added |
| 1620 Investment Advisors, Inc. | 253 | $25.6K | 0.02% | +2+0.8% | Added |
| GoalVest Advisory LLC | 250 | $25.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 250 | $25.4K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 253 | $24.9K | 0.02% | +8+3.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | $24.1K | 0.05% | −6,268−96.4% | Reduced |
| Red Tortoise LLC | 233 | $23.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 230 | $23.4K | 0.01% | +7+3.1% | Added |
| Evelyn Partners Asset Management Ltd | 229 | $23.2K | 0.01% | +229 | New |
| Creekmur Asset Management LLC | 227 | $23.1K | 0.00% | +78+52.3% | Added |
| Resources Management Corp | 230 | $23.0K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 223 | $22.6K | 0.01% | +197+757.7% | Added |
| Stance Capital LLC | 222 | $22.5K | 0.01% | +222 | New |
| Rialto Wealth Management, LLC | 213 | $21.6K | 0.01% | +169+384.1% | Added |
| South Plains Financial, Inc. | 212 | $21.5K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 210 | $21.3K | 0.00% | +15+7.7% | Added |
| Newbridge Financial Services Group, Inc. | 206 | $20.9K | 0.00% | −199−49.1% | Reduced |
| Fairman Group, LLC | 202 | $20.5K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $20.4K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 201 | $20.4K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $20.3K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 195 | $19.8K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 195 | $19.8K | 0.01% | +195 | New |
| Pathway Financial Advisers, LLC | 195 | $19.6K | 0.01% | +195 | New |
| Plante Moran Financial Advisors, LLC | 193 | $19.6K | 0.00% | +94+94.9% | Added |
| Pin Oak Investment Advisors Inc | 192 | $19.5K | 0.01% | +192 | New |
| Clark Wealth Partners | 165 | $19.2K | 0.01% | −21−11.3% | Reduced |
| Country Trust Bank | 189 | $19.2K | 0.00% | +162+600.0% | Added |
| Marquette Asset Management, LLC | 186 | $18.9K | 0.00% | +186 | New |
| Hughes Financial Services, LLC | 185 | $18.8K | 0.00% | 00.0% | Unchanged |