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
- 2,460
- +285 vs. Q3 2025
- Shares held
- 1.39B
- +9.96M (+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
- 867 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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| Paladin Partners, LLC | 391 | $45.6K | 0.03% | +391 | New |
| GoalVest Advisory LLC | 393 | $45.9K | 0.01% | +143+57.2% | Added |
| Hilton Head Capital Partners, LLC | 395 | $46.1K | 0.03% | +395 | New |
| Avalon Trust Co | 400 | $46.7K | 0.00% | −10−2.4% | Reduced |
| Strategic Investment Solutions, Inc. | 401 | $46.8K | 0.01% | −6−1.5% | Reduced |
| Phillip James Consulting Co. | 413 | $47.0K | 0.83% | +413 | New |
| MTM Investment Management, LLC | 403 | $47.0K | 0.02% | −107−21.0% | Reduced |
| Bank of Jackson Hole Trust | 403 | $47.0K | 0.02% | +283+235.8% | Added |
| Godfrey Financial Associates, Inc. | 4,250 | $47.5K | 0.04% | +4,250 | New |
| Accent Capital Management, LLC | 412 | $48.1K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 423 | $49.4K | 0.01% | +5+1.2% | Added |
| Granite FO LLC | 434 | $50.6K | 0.03% | −66−13.2% | Reduced |
| Riverview Trust Co | 435 | $50.8K | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 444 | $51.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 438 | $51.1K | 0.01% | +232+112.6% | Added |
| DHJJ Financial Advisors, Ltd. | 440 | $51.3K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 440 | $51.4K | 0.02% | +2+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 439 | $52.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 449 | $52.4K | 0.01% | +75+20.1% | Added |
| Joseph Group Capital Management | 467 | $54.5K | 0.01% | +467 | New |
| Hara Capital LLC | 476 | $55.5K | 0.03% | −224−32.0% | Reduced |
| Legacy Bridge, LLC | 481 | $56.1K | 0.02% | +481 | New |
| South State Corp. | 485 | $56.6K | 0.00% | +218+81.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 490 | $57.2K | 0.08% | +191+63.9% | Added |
| Lodestone Wealth Management LLC | 492 | $57.4K | 0.02% | +492 | New |
| Webster Bank, N. A. | 500 | $58.3K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $58.3K | 0.03% | 00.0% | Unchanged |
| Swiss Re Ltd | 500 | $58.3K | 0.00% | +500 | New |
| Catalyst Capital Advisors LLC | 505 | $58.9K | 0.00% | −364−41.9% | Reduced |
| Truvestments Capital LLC | 505 | $58.9K | 0.01% | −73−12.6% | Reduced |
| Bullock Wealth Management Group | 511 | $59.6K | 0.03% | +1+0.2% | Added |
| First Financial Corp | 513 | $59.9K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 522 | $60.9K | 0.01% | +22+4.4% | Added |
| McIlrath & Eck, LLC | 531 | $62.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 538 | $62.8K | 0.07% | −83−13.4% | Reduced |
| Laurel Wealth Advisors LLC | 539 | $62.8K | 0.01% | +539 | New |
| Financial Perspectives, Inc | 546 | $63.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 546 | $64.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $64.1K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 562 | $65.6K | 0.05% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 571 | $66.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 582 | $67.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 587 | $68.5K | 0.02% | +229+64.0% | Added |
| Cranbrook Wealth Management, LLC | 595 | $69.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 595 | $69.4K | 0.01% | +85+16.7% | Added |
| Caldwell Sutter Capital, Inc. | 597 | $69.7K | 0.03% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $70.0K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $70.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 620 | $72.3K | 0.00% | +620 | New |
| First Community Trust NA | 625 | $72.9K | 0.05% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 629 | $73.4K | 0.07% | −16−2.5% | Reduced |
| Corsicana & Co. | 659 | $76.9K | 0.04% | 00.0% | Unchanged |
| Banque Transatlantique SA | 652 | $77.4K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 668 | $77.9K | 0.02% | +140+26.5% | Added |
| Maryland Capital Advisors Inc. | 676 | $78.9K | 0.03% | +4+0.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $79.3K | 0.04% | 00.0% | Unchanged |
| Torren Management, LLC | 681 | $79.4K | 0.04% | +681 | New |
| CBIZ Investment Advisory Services, LLC | 697 | $81.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 703 | $82.0K | 0.01% | +91+14.9% | Added |
| Kemnay Advisory Services Inc. | 711 | $83.0K | 0.01% | +711 | New |
| Toth Financial Advisory Corp | 715 | $83.4K | 0.01% | −6−0.8% | Reduced |
| Hartford Financial Management Inc. | 721 | $84.1K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 722 | $84.3K | 0.03% | +700+3,181.8% | Added |
| St Germain D J Co Inc | 729 | $85.1K | 0.00% | −495−40.4% | Reduced |
| Atlas Capital Advisors LLC | 731 | $85.3K | 0.01% | +731 | New |
| Front Row Advisors LLC | 735 | $85.8K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 747 | $87.0K | 0.00% | +70+10.3% | Added |
| Cornerstone Planning Group LLC | 763 | $87.1K | 0.01% | −6−0.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 749 | $87.4K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 766 | $89.4K | 0.04% | +317+70.6% | Added |
| Bayforest Capital Ltd | 777 | $90.7K | 0.07% | −6,308−89.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 794 | $92.7K | 0.03% | +50+6.7% | Added |
| Central Pacific Bank - Trust Division | 800 | $93.4K | 0.01% | 00.0% | Unchanged |
| Quattro Advisors LLC | 840 | $98.1K | 0.08% | +840 | New |
| JCIC Asset Management Inc. | 845 | $98.6K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 854 | $99.6K | 0.02% | +148+21.0% | Added |
| Aventura Private Wealth, LLC | 857 | $100.0K | 0.04% | −574−40.1% | Reduced |
| Hoey Investments, Inc | 900 | $105.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 914 | $106.7K | 0.01% | +48+5.5% | Added |
| Orion Capital Management LLC | 927 | $108.2K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 949 | $110.0K | 0.03% | −344−26.6% | Reduced |
| Wilkerson Advisory Group LLC | 955 | $111.4K | 0.04% | +955 | New |
| Pacifica Partners Inc. | 943 | $111.9K | 0.05% | +5+0.5% | Added |
| Kozak & Associates, Inc. | 923 | $112.0K | 0.02% | −93−9.2% | Reduced |
| Bollard Group LLC | 963 | $112.0K | 0.00% | +5+0.5% | Added |
| NCP Inc. | 977 | $114.0K | 0.09% | +977 | New |
| Vega Investment Solutions | 980 | $114.4K | 0.02% | +980 | New |
| Founders Capital Management | 1,000 | $116.7K | 0.06% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,000 | $116.7K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $116.7K | 0.04% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 1,009 | $117.8K | 0.07% | +1,009 | New |
| Princeton Global Asset Management LLC | 1,028 | $120.0K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 993 | $120.7K | 0.04% | +993 | New |
| EMC Capital Management | 1,000 | $121.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,001 | $123.4K | 0.01% | −31−3.0% | Reduced |
| Morse Asset Management, Inc | 1,072 | $125.1K | 0.03% | +220+25.8% | Added |
| Blue Bell Private Wealth Management, LLC | 1,096 | $127.9K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,096 | $127.9K | 0.02% | +100+10.0% | Added |
| Battery Global Advisors, LLC | 1,695 | $130.6K | 0.06% | +1,226+261.4% | Added |
| Tucker Asset Management LLC | 1,119 | $130.6K | 0.04% | +1,119 | New |