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 |
|---|---|---|---|---|---|
| Powell Investment Advisors, LLC | 8,628 | $1.01M | 0.35% | 00.0% | Unchanged |
| Ofc Financial Planning, LLC | 8,632 | $1.01M | 0.96% | +496+6.1% | Added |
| United Community Bank | 8,642 | $1.01M | 0.38% | +70+0.8% | Added |
| Anchor Investment Management, LLC | 8,657 | $1.01M | 0.08% | −497−5.4% | Reduced |
| Visionary Wealth Advisors | 8,690 | $1.01M | 0.05% | +5+0.1% | Added |
| Storgate, LLC | 8,704 | $1.02M | 0.83% | +8,704 | New |
| Intellectus Partners, LLC | 8,711 | $1.02M | 0.20% | +350+4.2% | Added |
| WSFS Capital Management, LLC | 8,742 | $1.02M | 0.05% | +272+3.2% | Added |
| Trust Point Inc. | 8,802 | $1.03M | 0.08% | −34−0.4% | Reduced |
| SummitTX Capital, L.P. | 8,824 | $1.03M | 0.03% | +6,288+247.9% | Added |
| 49 Wealth Management, LLC | 8,825 | $1.03M | 0.08% | +522+6.3% | Added |
| Coastal Bridge Advisors, LLC | 8,831 | $1.03M | 0.08% | −35−0.4% | Reduced |
| Wealth Alliance | 8,839 | $1.03M | 0.10% | −880−9.1% | Reduced |
| Tyche Wealth Partners LLC | 8,847 | $1.03M | 0.16% | +884+11.1% | Added |
| Massmutual Trust Co FSB | 8,873 | $1.04M | 0.03% | +144+1.6% | Added |
| Gillespie Robinson & Grimm Inc | 8,920 | $1.04M | 0.07% | +8,920 | New |
| Ronald Blue Trust, Inc. | 8,961 | $1.05M | 0.01% | +724+8.8% | Added |
| Nwam LLC | 9,089 | $1.05M | 0.06% | −183−2.0% | Reduced |
| Manchester Capital Management LLC | 9,035 | $1.05M | 0.14% | +19+0.2% | Added |
| Polymer Capital Management (US) LLC | 9,103 | $1.06M | 0.14% | −19,477−68.1% | Reduced |
| Arvest Investments, Inc. | 9,105 | $1.06M | 0.15% | +1,586+21.1% | Added |
| Guardian Investment Management | 9,113 | $1.06M | 0.85% | −362−3.8% | Reduced |
| Keel Point, LLC | 9,132 | $1.07M | 0.06% | −213−2.3% | Reduced |
| Davis Investment Partners, LLC | 8,983 | $1.07M | 0.37% | −117−1.3% | Reduced |
| Herold Advisors, Inc. | 9,161 | $1.07M | 0.24% | 00.0% | Unchanged |
| BankPlus Trust Department | 9,180 | $1.07M | 0.28% | +1,698+22.7% | Added |
| Choate Investment Advisors | 9,191 | $1.07M | 0.02% | +244+2.7% | Added |
| Bridgewater Advisors Inc. | 9,426 | $1.07M | 0.07% | +307+3.4% | Added |
| BlueChip Wealth Advisors LLC | 9,206 | $1.07M | 0.45% | +345+3.9% | Added |
| Thrive Wealth Management, LLC | 9,296 | $1.08M | 0.16% | +24+0.3% | Added |
| Dynamic Advisor Solutions LLC | 9,323 | $1.09M | 0.03% | −563−5.7% | Reduced |
| Persistent Asset Partners Ltd | 9,356 | $1.09M | 0.52% | −2,010−17.7% | Reduced |
| Urban Wealth Management, LLC | 9,381 | $1.09M | 1.02% | +9,381 | New |
| Sheets Smith Wealth Management | 9,382 | $1.09M | 0.12% | +110+1.2% | Added |
| L2 Asset Management, LLC | 9,391 | $1.10M | 0.15% | +406+4.5% | Added |
| Harmony Asset Management LLC | 9,399 | $1.10M | 0.37% | −1,918−16.9% | Reduced |
| Redwood Investment Management, LLC | 9,403 | $1.10M | 0.12% | +9,403 | New |
| Curry Webb Wealth Management LLC | 9,421 | $1.10M | 0.55% | +9,421 | New |
| Gleason Group, Inc. | 9,435 | $1.10M | 0.11% | +56+0.6% | Added |
| Flagship Harbor Advisors, LLC | 9,445 | $1.10M | 0.05% | +1,543+19.5% | Added |
| Childress Capital Advisors, LLC | 9,446 | $1.10M | 0.18% | +1,081+12.9% | Added |
| Chapin Davis, Inc. | 9,470 | $1.11M | 0.26% | +4,413+87.3% | Added |
| Black Swift Group, LLC | 9,500 | $1.11M | 0.18% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 9,519 | $1.11M | 0.70% | +1,317+16.1% | Added |
| Frec Markets, Inc. | 9,536 | $1.11M | 0.33% | +9,536 | New |
| AdvisorNet Financial, Inc | 9,611 | $1.12M | 0.06% | −221−2.2% | Reduced |
| Navellier & Associates Inc | 9,614 | $1.12M | 0.13% | −4,650−32.6% | Reduced |
| Csenge Advisory Group | 9,623 | $1.12M | 0.05% | +29+0.3% | Added |
| Kera Capital Partners, Inc. | 9,732 | $1.13M | 0.14% | +2,051+26.7% | Added |
| Wesbanco Bank Inc | 9,672 | $1.13M | 0.03% | +923+10.5% | Added |
| Cabot Wealth Management Inc | 9,675 | $1.13M | 0.12% | +57+0.6% | Added |
| Mayflower Financial Advisors, LLC | 9,695 | $1.13M | 0.14% | +375+4.0% | Added |
| Interchange Capital Partners, LLC | 9,754 | $1.14M | 0.21% | +5,662+138.4% | Added |
| Goldstone Financial Group, LLC | 9,761 | $1.14M | 0.13% | +425+4.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,923 | $1.15M | 0.01% | −3,188−24.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,942 | $1.16M | 0.25% | +53+0.5% | Added |
| Alteri Wealth LLC | 9,966 | $1.16M | 0.38% | +990+11.0% | Added |
| Oxford Wealth Group, LLC | 9,970 | $1.16M | 0.57% | +9,970 | New |
| LBMC Investment Advisors, LLC | 9,979 | $1.16M | 0.07% | 00.0% | Unchanged |
| Par Capital Management Inc | 10,000 | $1.17M | 0.03% | 00.0% | Unchanged |
| Severin Investments, LLC | 10,044 | $1.17M | 1.04% | −56−0.6% | Reduced |
| Diversify Wealth Management, LLC | 10,151 | $1.18M | 0.06% | +429+4.4% | Added |
| Retirement Planning Co of New England, Inc. | 10,125 | $1.18M | 0.47% | −99−1.0% | Reduced |
| Permanent Capital Management, LP | 10,148 | $1.18M | 0.23% | −2,053−16.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,157 | $1.19M | 0.02% | +10,157 | New |
| LVZ Advisors, Inc. | 10,191 | $1.19M | 0.13% | −607−5.6% | Reduced |
| Field & Main Bank | 10,233 | $1.19M | 0.34% | +100+1.0% | Added |
| Inceptionr LLC | 10,328 | $1.21M | 0.33% | −3,710−26.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,330 | $1.21M | 0.06% | +572+5.9% | Added |
| Westside Investment Management, Inc. | 10,325 | $1.21M | 0.19% | +72+0.7% | Added |
| LifePlan Financial, LLC | 10,383 | $1.21M | 0.93% | −1,156−10.0% | Reduced |
| Cornerstone Wealth Management, LLC | 10,393 | $1.21M | 0.06% | +87+0.8% | Added |
| North Star Investment Management Corp. | 10,419 | $1.22M | 0.08% | +2,937+39.3% | Added |
| Xxi Wealth, LLC | 10,426 | $1.22M | 0.74% | +10,426 | New |
| Rossmore Private Capital | 10,466 | $1.22M | 0.11% | +449+4.5% | Added |
| Silver Oak Securities, Inc | 10,424 | $1.22M | 0.08% | −506−4.6% | Reduced |
| Quadcap Wealth Management, LLC | 10,493 | $1.22M | 0.14% | −306−2.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.23M | 0.30% | +10,500 | New |
| Hollencrest Capital Management | 10,513 | $1.23M | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 10,535 | $1.23M | 0.01% | −1,994−15.9% | Reduced |
| Grimes & Company, Inc. | 10,578 | $1.23M | 0.03% | +2,996+39.5% | Added |
| McMillan Office, Inc. | 10,619 | $1.24M | 0.15% | +10,619 | New |
| Bridges Investment Management Inc | 10,621 | $1.24M | 0.02% | +321+3.1% | Added |
| Alpha Cubed Investments, LLC | 10,627 | $1.24M | 0.04% | +443+4.3% | Added |
| Parkside Financial Bank & Trust | 10,633 | $1.24M | 0.09% | +251+2.4% | Added |
| Versant Capital Management, Inc | 10,668 | $1.24M | 0.16% | −2,314−17.8% | Reduced |
| FNY Investment Advisers, LLC | 10,750 | $1.25M | 0.36% | +636+6.3% | Added |
| Western Wealth Management, LLC | 10,758 | $1.26M | 0.06% | −421−3.8% | Reduced |
| Johnson Investment Counsel Inc | 10,788 | $1.26M | 0.01% | −2,288−17.5% | Reduced |
| Compass Wealth Management LLC | 10,849 | $1.27M | 0.32% | −650−5.7% | Reduced |
| Traub Capital Management LLC | 10,852 | $1.27M | 1.22% | −209−1.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,888 | $1.27M | 0.15% | +10.0% | Added |
| IKE Capital, LLC | 10,976 | $1.28M | 1.11% | +10,976 | New |
| Jamison Private Wealth Management, Inc. | 10,998 | $1.28M | 0.16% | +26+0.2% | Added |
| Angel Oak Capital Advisors, LLC | 11,000 | $1.28M | 1.87% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 11,159 | $1.28M | 0.12% | +1,745+18.5% | Added |
| Meyer Handelman Co | 11,025 | $1.29M | 0.04% | −5,500−33.3% | Reduced |
| Lazari Capital Management, Inc. | 11,141 | $1.30M | 0.44% | −110−1.0% | Reduced |
| Cito Capital Group, LLC | 11,151 | $1.30M | 0.38% | 00.0% | Unchanged |
| Power Wealth Management LLC | 11,276 | $1.32M | 0.46% | −718−6.0% | Reduced |