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 |
|---|---|---|---|---|---|
| MLP3, LLC | 6,915 | $807.0K | 0.88% | +6,915 | New |
| Transamerica Financial Advisors, Inc. | 6,917 | $807.2K | 0.07% | +533+8.3% | Added |
| USA Financial Portformulas Corp | 6,956 | $811.7K | 0.15% | −5,660−44.9% | Reduced |
| SWS Partners | 6,960 | $812.2K | 0.20% | −97−1.4% | Reduced |
| Cohen Investment Advisors LLC | 6,968 | $813.1K | 0.37% | −102−1.4% | Reduced |
| 1248 Management, LLC | 6,976 | $814.0K | 0.44% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,012 | $818.2K | 0.06% | +4,216+150.8% | Added |
| Diversified Enterprises, LLC | 7,022 | $819.4K | 0.05% | +3,505+99.7% | Added |
| Affinity Investment Advisors, LLC | 7,084 | $826.6K | 0.55% | −909−11.4% | Reduced |
| West Family Investments, Inc. | 7,086 | $826.9K | 0.19% | −2,931−29.3% | Reduced |
| Focus Financial Network, Inc. | 7,087 | $827.0K | 0.03% | −237−3.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,089 | $827.2K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 7,135 | $832.5K | 0.19% | +10.0% | Added |
| Sunbelt Securities, Inc. | 7,141 | $833.3K | 0.06% | −165−2.3% | Reduced |
| Centiva Capital, LP | 7,155 | $834.9K | 0.05% | +7,155 | New |
| Alta Advisers Ltd | 7,164 | $836.0K | 0.30% | −2,200−23.5% | Reduced |
| Integrity Financial Corp | 7,166 | $836.2K | 0.42% | +29+0.4% | Added |
| AlTi Global, Inc. | 7,187 | $838.6K | 0.02% | +813+12.8% | Added |
| First PREMIER Bank | 7,191 | $839.0K | 0.19% | −728−9.2% | Reduced |
| Global Trust Asset Management, LLC | 7,190 | $839.0K | 0.33% | +1,040+16.9% | Added |
| Burke & Herbert Bank & Trust Co | 7,192 | $839.2K | 0.23% | +352+5.1% | Added |
| Hills Bank & Trust Co | 7,194 | $839.5K | 0.05% | +354+5.2% | Added |
| Chilton Capital Management LLC | 7,197 | $839.8K | 0.03% | +27+0.4% | Added |
| Baader Bank INC | 7,208 | $840.7K | 0.07% | −294−3.9% | Reduced |
| Brickwood Asset Management LLP | 7,205 | $840.8K | 0.58% | +927+14.8% | Added |
| Intrua Financial, LLC | 7,211 | $841.4K | 0.09% | −50−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 7,221 | $842.6K | 0.01% | +1,307+22.1% | Added |
| TTP Investments, Inc. | 7,240 | $844.9K | 0.28% | +155+2.2% | Added |
| MBL Wealth, LLC | 7,247 | $845.7K | 0.07% | +3,753+107.4% | Added |
| Bingham Private Wealth, LLC | 7,260 | $847.2K | 0.73% | +7,260 | New |
| Joel Isaacson & Co., LLC | 7,309 | $852.9K | 0.03% | −235−3.1% | Reduced |
| PDS Planning, Inc | 7,318 | $853.9K | 0.06% | +197+2.8% | Added |
| CFO4Life Group, LLC | 7,324 | $854.7K | 0.12% | +125+1.7% | Added |
| Acorn Financial Advisory Services Inc | 7,335 | $855.9K | 0.13% | +513+7.5% | Added |
| Aviance Capital Partners, LLC | 7,336 | $856.0K | 0.10% | +1,355+22.7% | Added |
| Harbour Investments, Inc. | 7,348 | $857.4K | 0.02% | +984+15.5% | Added |
| Larry Mathis Financial Planning, LLC | 7,367 | $859.7K | 0.76% | +7,367 | New |
| CVA Family Office, LLC | 7,374 | $860.5K | 0.10% | −37−0.5% | Reduced |
| KCM Investment Advisors LLC | 7,393 | $862.7K | 0.03% | −860−10.4% | Reduced |
| Zions Bancorporation, National Association | 7,400 | $863.5K | 0.04% | +953+14.8% | Added |
| Compagnie Lombard Odier SCmA | 7,406 | $864.2K | 0.01% | 00.0% | Unchanged |
| First National Bank | 7,450 | $869.3K | 0.46% | −725−8.9% | Reduced |
| JM2 Capital Inc. | 7,463 | $870.9K | 0.70% | +7,463 | New |
| Pursuit Wealth Management LLC | 7,476 | $872.4K | 0.75% | +7,476 | New |
| 626 Financial, LLC | 7,492 | $874.2K | 0.38% | −1,136−13.2% | Reduced |
| Hickory Point Bank & Trust | 7,505 | $875.8K | 0.64% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,530 | $878.7K | 0.02% | −5,500−42.2% | Reduced |
| One Wealth Advisors, LLC | 7,543 | $880.2K | 0.11% | −93−1.2% | Reduced |
| Bryn Mawr Trust Co | 7,549 | $880.9K | 0.02% | −201−2.6% | Reduced |
| Rehmann Capital Advisory Group | 7,551 | $881.2K | 0.05% | +105+1.4% | Added |
| Delta Asset Management LLC | 7,554 | $881.4K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 7,565 | $882.8K | 0.08% | +7,565 | New |
| SeaBridge Investment Advisors LLC | 7,572 | $883.6K | 0.15% | −48−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 7,598 | $886.6K | 0.28% | −11−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,618 | $889.0K | 0.04% | −1,373−15.3% | Reduced |
| Parsons Capital Management Inc | 7,642 | $891.7K | 0.05% | −400−5.0% | Reduced |
| Stephenson National Bank & Trust | 7,651 | $892.8K | 0.26% | −784−9.3% | Reduced |
| First City Capital Management, Inc. | 7,668 | $894.8K | 0.47% | −92−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 7,673 | $895.3K | 0.03% | +319+4.3% | Added |
| NorthRock Partners, LLC | 7,674 | $895.6K | 0.02% | −16,018−67.6% | Reduced |
| US Asset Management LLC | 7,689 | $897.2K | 0.73% | −68−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,690 | $897.4K | 0.37% | −35−0.5% | Reduced |
| Rare Wolf Capital LLC | 7,691 | $897.5K | 0.56% | +7,691 | New |
| Advyzon Investment Management, LLC | 7,701 | $898.6K | 0.10% | +3,302+75.1% | Added |
| Retireful, LLC | 7,667 | $898.6K | 1.13% | −66−0.9% | Reduced |
| Jmac Enterprises LLC | 7,704 | $899.0K | 0.17% | +4,200+119.9% | Added |
| Exencial Wealth Advisors, LLC | 7,785 | $908.4K | 0.03% | +693+9.8% | Added |
| Syverson Strege & Co | 7,846 | $915.5K | 0.22% | +115+1.5% | Added |
| Caerus Investment Advisors, LLC | 7,849 | $915.9K | 0.31% | +1,327+20.3% | Added |
| MCF Advisors LLC | 7,868 | $918.1K | 0.05% | +544+7.4% | Added |
| Sound View Wealth Advisors Group, LLC | 7,998 | $933.2K | 0.06% | −397−4.7% | Reduced |
| Coastwise Capital Group, LLC | 8,003 | $933.8K | 0.47% | −769−8.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,009 | $934.6K | 0.74% | +8,009 | New |
| Parcion Private Wealth LLC | 8,021 | $936.0K | 0.06% | +1,671+26.3% | Added |
| Brave Asset Management Inc | 8,024 | $936.3K | 0.22% | −1,000−11.1% | Reduced |
| BSW Wealth Partners | 8,028 | $936.8K | 0.11% | −19−0.2% | Reduced |
| Proathlete Wealth Management LLC | 8,036 | $937.9K | 0.26% | +201+2.6% | Added |
| Asset Planning,Inc | 8,070 | $941.7K | 0.66% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,077 | $942.5K | 0.31% | −54−0.7% | Reduced |
| Quotient Wealth Partners, LLC | 8,106 | $945.9K | 0.03% | +200+2.5% | Added |
| Gibbs Wealth Management | 7,805 | $946.9K | 0.23% | −1,610−17.1% | Reduced |
| Mather Group, LLC. | 8,140 | $949.9K | 0.01% | +808+11.0% | Added |
| Aviso Wealth Management | 8,151 | $951.2K | 0.40% | +453+5.9% | Added |
| VisionPoint Advisory Group, LLC | 8,154 | $951.5K | 0.19% | +202+2.5% | Added |
| VestGen Advisors, LLC | 8,156 | $951.7K | 0.04% | −715−8.1% | Reduced |
| Waddell & Associates, LLC | 8,165 | $952.7K | 0.06% | +2,181+36.4% | Added |
| Beacon Financial Advisory LLC | 8,204 | $957.3K | 0.22% | −186−2.2% | Reduced |
| Bank Hapoalim BM | 8,220 | $959.0K | 0.08% | −218−2.6% | Reduced |
| Themes Management Co LLC | 8,232 | $960.6K | 0.76% | +8,232 | New |
| Kennedy Investment Group | 8,267 | $964.7K | 0.36% | +3,627+78.2% | Added |
| SkyView Investment Advisors, LLC | 8,314 | $970.0K | 0.12% | −593−6.7% | Reduced |
| Focused Alpha, LLC | 8,322 | $971.1K | 0.29% | +8,322 | New |
| Dumont & Blake Investment Advisors LLC | 8,383 | $978.0K | 0.24% | +414+5.2% | Added |
| Carnegie Lake Advisors LLC | 8,388 | $978.8K | 0.37% | −2,715−24.5% | Reduced |
| Leo Wealth, LLC | 8,443 | $985.2K | 0.07% | +496+6.2% | Added |
| Bradley Foster & Sargent Inc | 8,483 | $989.8K | 0.01% | +809+10.5% | Added |
| Dearborn Partners LLC | 8,516 | $993.7K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 8,540 | $996.5K | 0.10% | +6,222+268.4% | Added |
| Continuum Advisory, LLC | 8,558 | $998.6K | 0.10% | +907+11.9% | Added |
| Marco Investment Management LLC | 8,579 | $1.00M | 0.08% | −1,000−10.4% | Reduced |