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, Q4 2025
Institutional positions in Citigroup Inc as of Dec 31, 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
- 2,459
- +285 vs. Q3 2025
- Shares held
- 1.39B
- +9.97M (+0.7%) vs. Q3 2025
- Total value
- $161.6B
- +$22.1B (+15.9%) vs. Q3 2025
- New holders
- 392
- 916 more added
- Sold out
- 107
- 866 more reduced
41 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Embree Financial Group | 4,511 | $526.4K | 0.06% | +427+10.5% | Added |
| Integral Investment Advisors, Inc. | 4,513 | $526.6K | 0.13% | +2,459+119.7% | Added |
| V-Square Quantitative Management LLC | 4,515 | $526.9K | 0.05% | −6,454−58.8% | Reduced |
| Prostatis Group LLC | 4,531 | $528.7K | 0.13% | +4,531 | New |
| Coastal Investment Advisors, Inc. | 4,545 | $530.4K | 0.17% | +104+2.3% | Added |
| Bay Capital Advisors, LLC | 4,558 | $531.9K | 0.32% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,565 | $532.7K | 0.13% | +2,565+128.3% | Added |
| Tamar Securities, LLC | 4,569 | $533.2K | 0.06% | +476+11.6% | Added |
| Chemistry Wealth Management LLC | 4,578 | $534.2K | 0.10% | −583−11.3% | Reduced |
| Myriad Asset Management US LP | 4,592 | $535.8K | 0.90% | −11,802−72.0% | Reduced |
| BOS Asset Management, LLC | 4,601 | $536.9K | 0.14% | −111−2.4% | Reduced |
| Archer Investment Corp | 4,608 | $537.7K | 0.12% | −308−6.3% | Reduced |
| Wellington Shields Capital Management, LLC | 4,639 | $541.4K | 0.08% | +10+0.2% | Added |
| waypoint wealth counsel | 4,653 | $543.0K | 0.20% | +375+8.8% | Added |
| First Heartland Consultants, Inc. | 4,664 | $544.2K | 0.04% | +5+0.1% | Added |
| Allen Capital Group, LLC | 4,690 | $547.3K | 0.05% | +233+5.2% | Added |
| Confluence Wealth Services, Inc. | 4,707 | $549.3K | 0.02% | −89−1.9% | Reduced |
| Cowa, LLC | 4,719 | $550.7K | 0.17% | −1,000−17.5% | Reduced |
| Balboa Wealth Partners | 4,721 | $550.9K | 0.09% | +930+24.5% | Added |
| Bartlett & Co. Wealth Management LLC | 4,724 | $551.3K | 0.01% | −524−10.0% | Reduced |
| Main Street Research LLC | 4,740 | $553.1K | 0.03% | −154−3.1% | Reduced |
| Claro Advisors LLC | 4,745 | $553.7K | 0.08% | +69+1.5% | Added |
| Essex Savings Bank | 4,750 | $554.3K | 0.12% | +11+0.2% | Added |
| Anchyra Partners LLC | 4,757 | $555.1K | 0.17% | +4,757 | New |
| Clear Creek Financial Management, LLC | 4,762 | $555.7K | 0.05% | +4,762 | New |
| Regal Investment Advisors LLC | 4,781 | $557.9K | 0.03% | +754+18.7% | Added |
| Beverly Hills Private Wealth, LLC | 4,782 | $558.0K | 0.10% | 00.0% | Unchanged |
| Optimize Financial Inc | 4,791 | $559.1K | 0.28% | +68+1.4% | Added |
| Ariadne Wealth Management, LP | 5,004 | $559.2K | 0.23% | +437+9.6% | Added |
| Financial Engines Advisors L.L.C. | 4,807 | $560.9K | 0.00% | +320+7.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,809 | $561.0K | 0.13% | +1,039+27.6% | Added |
| FLC Capital Advisors | 4,818 | $562.2K | 0.10% | −408−7.8% | Reduced |
| Sentry Investment Management LLC | 4,821 | $563.0K | 0.37% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 4,835 | $564.2K | 0.21% | +14+0.3% | Added |
| North Star Asset Management Inc | 4,846 | $565.5K | 0.02% | −2,048−29.7% | Reduced |
| Advisor OS, LLC | 4,859 | $567.0K | 0.05% | +27+0.6% | Added |
| Alta Wealth Advisors LLC | 4,878 | $569.2K | 0.19% | +250+5.4% | Added |
| Perennial Investment Advisors, LLC | 4,894 | $571.2K | 0.05% | +57+1.2% | Added |
| Vicus Capital | 4,900 | $571.8K | 0.04% | −128−2.5% | Reduced |
| Capital Markets Trading UK LLP | 4,905 | $572.0K | 0.69% | −27,008−84.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,908 | $572.7K | 0.01% | +80+1.7% | Added |
| Atlas Brown,Inc. | 4,948 | $577.4K | 0.17% | −83−1.6% | Reduced |
| BCJ Capital Management, LLC | 4,952 | $577.8K | 0.03% | −42,343−89.5% | Reduced |
| William B. Walkup & Associates, Inc. | 4,965 | $579.4K | 0.32% | +140+2.9% | Added |
| Sightline Wealth Advisors, LLC | 4,986 | $581.8K | 0.25% | +24+0.5% | Added |
| Woodward Diversified Capital, LLC | 4,989 | $582.2K | 0.27% | +104+2.1% | Added |
| Harbor Advisors LLC | 5,000 | $583.5K | 0.09% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,011 | $584.8K | 0.03% | +571+12.9% | Added |
| Basecamp Wealth Advisors LLC | 5,020 | $585.8K | 0.12% | +5,020 | New |
| BTG Pactual Asset Management US LLC | 5,030 | $587.0K | 0.07% | −79−1.5% | Reduced |
| Whalen Wealth Management Inc. | 5,073 | $592.0K | 0.32% | +553+12.2% | Added |
| 55 North Private Wealth, LLC | 5,080 | $592.7K | 0.16% | +5,080 | New |
| 71 West Capital Partners | 5,096 | $594.7K | 0.03% | +5,096 | New |
| Brown Financial Advisors | 5,140 | $599.8K | 0.22% | +5,140 | New |
| Mission Wealth Management, LP | 5,144 | $600.3K | 0.01% | +527+11.4% | Added |
| Avaii Wealth Management, LLC | 5,153 | $601.3K | 0.22% | −166−3.1% | Reduced |
| Rosenberg Matthew Hamilton | 5,153 | $601.3K | 0.12% | +197+4.0% | Added |
| Wrapmanager Inc | 5,168 | $603.1K | 0.20% | −626−10.8% | Reduced |
| Tranquility Partners, LLC | 5,177 | $604.1K | 0.22% | −111−2.1% | Reduced |
| TownSquare Capital, LLC | 5,198 | $606.6K | 0.14% | −4,870−48.4% | Reduced |
| Ambassador Advisors, LLC | 5,205 | $607.4K | 0.09% | +445+9.3% | Added |
| Seven Mile Advisory | 5,215 | $608.5K | 0.10% | −260−4.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,970 | $608.8K | 0.06% | +497+11.1% | Added |
| Trueblood Wealth Management, LLC | 5,220 | $609.1K | 0.24% | +29+0.6% | Added |
| Sage Investment Advisers LLC | 5,220 | $609.1K | 0.46% | +5,220 | New |
| Opal Wealth Advisors, LLC | 5,222 | $609.4K | 0.16% | −169−3.1% | Reduced |
| SOL Capital Management CO | 5,230 | $610.0K | 0.05% | −25−0.5% | Reduced |
| denkapparat Operations GmbH | 5,250 | $612.6K | 0.33% | −1,088−17.2% | Reduced |
| Johnson Financial Group, Inc. | 5,250 | $612.6K | 0.02% | +347+7.1% | Added |
| Intrinsic Value Partners, LLC | 5,265 | $614.4K | 0.46% | −10−0.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 5,295 | $617.9K | 0.51% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,295 | $618.0K | 0.23% | −264−4.7% | Reduced |
| Orrstown Financial Services Inc | 5,322 | $621.0K | 0.10% | +1,221+29.8% | Added |
| Thryve Wealth Management LLC | 5,324 | $621.3K | 0.31% | +5,324 | New |
| Silverlake Wealth Management LLC | 5,342 | $623.3K | 0.14% | +14+0.3% | Added |
| a16z Perennial Management, L.P. | 5,351 | $624.4K | 0.05% | −84−1.5% | Reduced |
| Patten Group, Inc. | 5,374 | $627.1K | 0.12% | +386+7.7% | Added |
| Gables Capital Management Inc. | 5,375 | $627.2K | 0.27% | 00.0% | Unchanged |
| R Squared Ltd | 5,403 | $630.5K | 0.29% | −1,653−23.4% | Reduced |
| Cfo Capital Management LLC | 5,412 | $631.5K | 0.47% | +5,412 | New |
| Old North State Trust, LLC | 5,416 | $632.0K | 0.37% | +81+1.5% | Added |
| Everpar Advisors LLC | 5,444 | $635.3K | 0.24% | +134+2.5% | Added |
| Glen Eagle Advisors, LLC | 5,454 | $636.4K | 0.09% | +905+19.9% | Added |
| Summit Financial Wealth Advisors, LLC | 5,461 | $637.2K | 0.09% | +20.0% | Added |
| Onefund, LLC | 5,483 | $639.8K | 0.38% | +281+5.4% | Added |
| Grant Private Wealth Management Inc | 5,484 | $640.0K | 0.39% | +1,131+26.0% | Added |
| Twin Focus Capital Partners, LLC | 5,500 | $641.8K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,502 | $642.0K | 0.07% | +143+2.7% | Added |
| Income Insurance Ltd | 5,512 | $643.2K | 0.42% | +5,512 | New |
| FourThought Financial Partners, LLC | 5,518 | $643.9K | 0.05% | +400+7.8% | Added |
| Rexford Capital Inc | 5,546 | $647.2K | 0.49% | −100−1.8% | Reduced |
| Intelligence Driven Advisers, LLC | 5,553 | $648.0K | 0.09% | −120−2.1% | Reduced |
| Prelude Capital Management, LLC | 5,568 | $649.7K | 0.05% | −5,740−50.8% | Reduced |
| Aurora Private Wealth, Inc. | 5,582 | $651.0K | 0.43% | +5,582 | New |
| Pines Wealth Management, LLC | 5,592 | $652.5K | 0.21% | −330−5.6% | Reduced |
| NBT Bank N A | 5,600 | $653.5K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,607 | $654.3K | 0.29% | −15,317−73.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,610 | $654.7K | 0.11% | −443−7.3% | Reduced |
| D'Orazio & Associates, Inc. | 5,635 | $657.6K | 0.08% | +202+3.7% | Added |
| MFA Wealth Services | 5,647 | $659.0K | 0.45% | −1,558−21.6% | Reduced |