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 |
|---|---|---|---|---|---|
| Simmons Bank | 5,663 | $660.8K | 0.04% | −764−11.9% | Reduced |
| IFG Advisory, LLC | 5,675 | $662.3K | 0.03% | +5,675 | New |
| Gilbert & Cook, Inc. | 5,719 | $667.3K | 0.08% | +156+2.8% | Added |
| Greykasell Wealth Strategies, Inc. | 5,738 | $669.6K | 0.26% | +20.0% | Added |
| SmartHarvest Portfolios, LLC | 5,739 | $669.7K | 0.23% | +5,739 | New |
| Abel Hall, LLC | 5,754 | $671.4K | 0.16% | +5,754 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 5,794 | $676.2K | 0.21% | +823+16.6% | Added |
| May Hill Capital, LLC | 5,795 | $676.2K | 0.18% | +146+2.6% | Added |
| Gordian Capital Singapore Pte Ltd | 5,800 | $676.8K | 0.94% | +4,548+363.3% | Added |
| Angeles Wealth Management, LLC | 5,802 | $677.0K | 0.04% | +517+9.8% | Added |
| Sym Financial Corp | 5,809 | $677.9K | 0.07% | +66+1.1% | Added |
| Wealth Management Associates, Inc. | 5,840 | $681.4K | 0.24% | −1,109−16.0% | Reduced |
| Riversedge Advisors, LLC | 5,840 | $681.5K | 0.11% | +707+13.8% | Added |
| CoreCap Advisors, LLC | 5,864 | $684.2K | 0.02% | +200+3.5% | Added |
| Baron Financial Group, LLC | 5,866 | $684.5K | 0.37% | +5,866 | New |
| Argentarii, LLC | 5,894 | $687.8K | 0.23% | −37−0.6% | Reduced |
| Cladis Investment Advisory, LLC | 5,911 | $689.8K | 0.38% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,927 | $691.6K | 0.38% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 5,949 | $694.2K | 0.43% | +5,949 | New |
| Monument Capital Management | 5,963 | $695.8K | 0.17% | +267+4.7% | Added |
| NTV Asset Management LLC | 5,969 | $696.5K | 0.07% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 5,970 | $696.7K | 0.40% | +6+0.1% | Added |
| PCM Encore, LLC | 5,992 | $699.2K | 0.15% | +5,992 | New |
| WealthPlan Investment Management, LLC | 5,994 | $699.4K | 0.04% | −1,949−24.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,996 | $699.7K | 0.07% | +54+0.9% | Added |
| Bramshill Investments, LLC | 6,000 | $700.1K | 0.04% | +6,000 | New |
| Balanced Rock Investment Advisor | 6,015 | $701.9K | 0.50% | −411−6.4% | Reduced |
| Fortis Advisors, LLC | 6,020 | $702.5K | 0.39% | 00.0% | Unchanged |
| Ignite Planners, LLC | 6,072 | $702.6K | 0.11% | −8,985−59.7% | Reduced |
| Catalyst Financial Partners LLC | 6,033 | $704.0K | 0.08% | +40+0.7% | Added |
| First Foundation Advisors | 6,042 | $705.0K | 0.03% | +427+7.6% | Added |
| Deseret Mutual Benefit Administrators | 6,062 | $707.4K | 0.30% | −687−10.2% | Reduced |
| Marex Group plc | 6,099 | $711.7K | 0.01% | −4,268−41.2% | Reduced |
| Altfest L J & Co Inc | 6,128 | $715.0K | 0.08% | −43−0.7% | Reduced |
| HCR Wealth Advisors | 6,156 | $718.4K | 0.07% | +6,156 | New |
| Samalin Investment Counsel, LLC | 6,159 | $718.6K | 0.25% | +318+5.4% | Added |
| Cassaday & Co Wealth Management LLC | 6,168 | $719.8K | 0.02% | +333+5.7% | Added |
| QVR LLC | 6,185 | $721.7K | 0.50% | +6,185 | New |
| IFG Advisors, LLC | 6,198 | $723.3K | 0.12% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 6,200 | $723.5K | 0.46% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,211 | $724.8K | 0.05% | −668−9.7% | Reduced |
| Beta Wealth Group, Inc. | 6,220 | $725.9K | 0.29% | −198−3.1% | Reduced |
| Capital Advisors Inc | 6,223 | $726.2K | 0.01% | +1,639+35.8% | Added |
| Cim Investment Mangement Inc | 6,224 | $726.3K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 6,238 | $727.9K | 0.31% | −120−1.9% | Reduced |
| GeoWealth Management, LLC | 6,251 | $729.5K | 0.03% | −162−2.5% | Reduced |
| Flputnam Investment Management Co | 6,256 | $730.0K | 0.01% | −15−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 6,256 | $730.0K | 0.05% | −155−2.4% | Reduced |
| Unified Investment Management | 6,278 | $732.6K | 0.74% | −138−2.2% | Reduced |
| Insight Advisors, LLC | 6,296 | $734.7K | 0.11% | +136+2.2% | Added |
| Ethos Financial Group, LLC | 6,297 | $734.8K | 0.05% | +435+7.4% | Added |
| Certified Advisory Corp | 6,309 | $736.2K | 0.07% | −33−0.5% | Reduced |
| Meadowbrook Wealth Management, LLC | 6,338 | $739.6K | 0.84% | +6,338 | New |
| Intesa Sanpaolo Wealth Management | 6,339 | $739.7K | 0.15% | +6,339 | New |
| Investors Research Corp | 6,342 | $740.0K | 0.14% | −2,969−31.9% | Reduced |
| Quent Capital, LLC | 6,358 | $741.9K | 0.05% | +444+7.5% | Added |
| Opinicus Capital, Inc. | 6,362 | $742.4K | 0.52% | −109−1.7% | Reduced |
| Titleist Asset Management, LLC | 6,363 | $742.5K | 0.06% | +80+1.3% | Added |
| Everest Financial Group LLC | 6,380 | $744.5K | 0.17% | +6,380 | New |
| Vanguard Capital Wealth Advisors | 6,381 | $744.6K | 0.60% | +3,151+97.6% | Added |
| Stock Yards Bank & Trust Co | 6,396 | $746.4K | 0.02% | −150−2.3% | Reduced |
| TFR Capital, LLC. | 6,399 | $746.7K | 0.25% | −239−3.6% | Reduced |
| Shepherd Financial Partners LLC | 6,407 | $747.7K | 0.07% | −229−3.5% | Reduced |
| Richwood Investment Advisors, LLC | 6,101 | $748.5K | 0.54% | +289+5.0% | Added |
| Kestra Investment Management, LLC | 6,427 | $750.0K | 0.02% | +744+13.1% | Added |
| Magnus Financial Group LLC | 6,436 | $751.0K | 0.06% | +429+7.1% | Added |
| Journey Retirement Planning & Investment Management LLC | 6,440 | $751.3K | 0.15% | +6,440 | New |
| Clark Capital Management Group, Inc. | 6,452 | $752.9K | 0.00% | +4,076+171.5% | Added |
| Resonant Capital Advisors, LLC | 6,457 | $753.5K | 0.04% | +110+1.7% | Added |
| Nicolet Bankshares Inc | 6,462 | $754.1K | 0.12% | +472+7.9% | Added |
| TrueWealth Advisors, LLC | 6,471 | $755.1K | 0.20% | −316−4.7% | Reduced |
| Advisory Alpha, LLC | 6,498 | $758.4K | 0.02% | −2,223−25.5% | Reduced |
| Founders Financial Alliance, LLC | 6,564 | $766.0K | 0.14% | +5+0.1% | Added |
| Capital Square, LLC | 6,592 | $769.2K | 0.39% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,602 | $770.4K | 0.01% | +1,313+24.8% | Added |
| Sig Brokerage, LP | 6,602 | $770.4K | 0.26% | +6,602 | New |
| Mount Vernon Associates Inc | 6,620 | $772.0K | 0.52% | −50−0.7% | Reduced |
| Simplicity Wealth,LLC | 6,623 | $772.8K | 0.05% | +705+11.9% | Added |
| Coign Capital Advisors LLC | 6,627 | $773.3K | 0.40% | +98+1.5% | Added |
| Capital Performance Advisors LLP | 6,630 | $773.7K | 0.05% | +595+9.9% | Added |
| Twelve Points Wealth Management LLC | 6,420 | $778.9K | 0.18% | −2,977−31.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,686 | $780.2K | 0.19% | −700−9.5% | Reduced |
| Signal Advisors Wealth, LLC | 6,687 | $780.3K | 0.06% | +718+12.0% | Added |
| Fiducient Advisors LLC | 6,701 | $781.9K | 0.10% | 00.0% | Unchanged |
| Northbridge Financial Group, LLC | 6,708 | $782.7K | 0.35% | +6,708 | New |
| Family Legacy, Inc. | 6,737 | $786.1K | 0.24% | −45−0.7% | Reduced |
| Nilsine Partners, LLC | 6,738 | $786.3K | 0.07% | +794+13.4% | Added |
| Marino, Stram & Associates LLC | 6,743 | $786.8K | 0.14% | −13−0.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,750 | $787.7K | 0.23% | +6,750 | New |
| Geneos Wealth Management Inc. | 6,756 | $788.4K | 0.02% | +964+16.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,890 | $790.9K | 0.01% | 00.0% | Unchanged |
| Umpqua Bank | 6,795 | $792.9K | 0.22% | −856−11.2% | Reduced |
| Colonial Trust Co | 6,841 | $798.3K | 0.11% | −32−0.5% | Reduced |
| Elmwood Wealth Management, Inc. | 6,845 | $798.7K | 0.25% | +85+1.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,858 | $800.3K | 0.45% | −15−0.2% | Reduced |
| Next Level Private LLC | 6,868 | $801.4K | 0.21% | −18−0.3% | Reduced |
| Modera Wealth Management, LLC | 6,873 | $802.1K | 0.01% | +165+2.5% | Added |
| Montecito Bank & Trust | 6,884 | $803.3K | 0.13% | +103+1.5% | Added |
| SJS Investment Consulting Inc. | 6,895 | $804.6K | 0.10% | +895+14.9% | Added |
| Advisor Resource Council | 6,939 | $806.5K | 0.29% | +6,939 | New |