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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 1,140 | $133.0K | 0.01% | +1,140 | New |
| Armstrong Advisory Group, Inc | 1,144 | $133.5K | 0.01% | +23+2.1% | Added |
| Rossby Financial, LCC | 1,155 | $134.8K | 0.04% | −987−46.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,131 | $136.7K | 0.05% | +7+0.6% | Added |
| Montag A & Associates Inc | 1,181 | $137.8K | 0.01% | −52−4.2% | Reduced |
| ZRC Wealth Management, LLC | 1,191 | $139.0K | 0.05% | +36+3.1% | Added |
| Boreal Capital Management LLC | 1,195 | $139.4K | 0.11% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $146.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,253 | $146.2K | 0.01% | +61+5.1% | Added |
| Hanson & Doremus Investment Management | 1,268 | $148.0K | 0.02% | −182−12.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,289 | $150.4K | 0.03% | −73−5.4% | Reduced |
| Osterweis Capital Management Inc | 1,314 | $153.3K | 0.01% | +379+40.5% | Added |
| PFS Partners, LLC | 1,325 | $154.6K | 0.07% | −246−15.7% | Reduced |
| Covestor Ltd | 1,325 | $155.0K | 0.08% | +17+1.3% | Added |
| Harbor Capital Advisors, Inc. | 1,358 | $158.0K | 0.01% | −130−8.7% | Reduced |
| Heritage Wealth Advisors | 1,368 | $159.6K | 0.01% | −46−3.3% | Reduced |
| Bell Investment Advisors, Inc | 1,370 | $159.9K | 0.03% | +117+9.3% | Added |
| Monetary Management Group Inc | 1,375 | $160.4K | 0.04% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,382 | $161.3K | 2.33% | +1,382 | New |
| Westfuller Advisors, LLC | 1,388 | $161.9K | 0.07% | −32−2.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,398 | $163.1K | 0.11% | +53+3.9% | Added |
| GF Fund Management Co. Ltd. | 1,399 | $163.2K | 0.00% | +1,399 | New |
| LFA - Lugano Financial Advisors SA | 1,400 | $163.4K | 0.08% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,403 | $163.7K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 1,407 | $164.2K | 0.07% | −3−0.2% | Reduced |
| Bayban | 1,411 | $164.7K | 0.15% | +1,411 | New |
| Activest Wealth Management | 1,444 | $168.5K | 0.03% | +272+23.2% | Added |
| Keating Financial Advisory Services, Inc. | 1,450 | $169.2K | 0.02% | +1,450 | New |
| Hager Investment Management Services, LLC | 1,460 | $170.4K | 0.09% | −153−9.5% | Reduced |
| Wellington-Altus USA Inc. | 1,481 | $172.8K | 0.13% | +1,481 | New |
| Sherman Asset Management, Inc. | 1,482 | $172.9K | 0.15% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,486 | $173.3K | 0.04% | +137+10.2% | Added |
| West Branch Capital LLC | 1,492 | $174.1K | 0.04% | +1,000+203.3% | Added |
| CKW Financial Group | 1,500 | $175.0K | 0.02% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,505 | $175.7K | 0.07% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,509 | $176.1K | 0.13% | +3+0.2% | Added |
| GW&K Investment Management, LLC | 1,515 | $177.0K | 0.00% | −9−0.6% | Reduced |
| Addison Advisors LLC | 1,523 | $177.7K | 0.04% | −1,121−42.4% | Reduced |
| Private Wealth Asset Management, LLC | 1,539 | $179.6K | 0.02% | −75−4.6% | Reduced |
| Peoples Financial Services Corp. | 1,543 | $180.0K | 0.08% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $180.9K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 1,583 | $184.7K | 0.06% | −144−8.3% | Reduced |
| TSFG, LLC | 1,619 | $189.0K | 0.03% | +2+0.1% | Added |
| Operose Advisors LLC | 1,620 | $189.0K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,630 | $190.2K | 0.14% | 00.0% | Unchanged |
| American National Bank | 1,645 | $192.0K | 0.02% | +1,645 | New |
| Cape Investment Advisory, Inc. | 1,649 | $192.4K | 0.06% | +947+134.9% | Added |
| Sittner & Nelson, LLC | 1,611 | $197.7K | 0.07% | −27−1.6% | Reduced |
| Roundview Capital LLC | 1,722 | $200.9K | 0.01% | +1,722 | New |
| Eagle Strategies LLC | 1,722 | $201.0K | 0.03% | +1,722 | New |
| Mountain Capital Investment Advisors, Inc | 1,772 | $201.2K | 0.03% | +1,772 | New |
| First Command Advisory Services, Inc. | 1,725 | $201.3K | 0.00% | +389+29.1% | Added |
| Klingenstein Fields & Co LP | 1,727 | $201.5K | 0.01% | +1,727 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,730 | $201.9K | 0.08% | +1,730 | New |
| Keynote Financial Services LLC | 1,731 | $202.0K | 0.11% | +1,731 | New |
| Main Street Group, LTD | 1,731 | $202.0K | 0.07% | +353+25.6% | Added |
| Barings LLC | 1,732 | $202.1K | 0.00% | +1,732 | New |
| Am Investment Strategies LLC | 1,743 | $203.0K | 0.04% | +5+0.3% | Added |
| TPG Financial Advisors, LLC | 1,748 | $204.0K | 0.07% | +1,748 | New |
| Souders Financial Advisors | 1,749 | $204.1K | 0.02% | +1,749 | New |
| Vision Financial Markets LLC | 1,750 | $204.2K | 0.21% | +150+9.4% | Added |
| Commonwealth Financial Services, LLC | 1,750 | $204.2K | 0.03% | +1,750 | New |
| Novem Group | 1,753 | $204.5K | 0.02% | +1,753 | New |
| Grantvest Financial Group LLC | 1,756 | $205.0K | 0.13% | +1,756 | New |
| Wilson & Boucher Capital Management, LLC | 1,758 | $205.1K | 0.13% | +1,758 | New |
| Farringdon Capital, Ltd. | 1,762 | $205.6K | 0.05% | +1,762 | New |
| Steigerwald, Gordon & Koch Inc. | 1,769 | $206.4K | 0.02% | +150+9.3% | Added |
| Avion Wealth | 1,781 | $207.0K | 0.04% | +5+0.3% | Added |
| Motco | 1,777 | $207.4K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,678 | $207.7K | 0.06% | +1,678 | New |
| Triumph Capital Management | 1,783 | $208.1K | 0.04% | +1,783 | New |
| SkyOak Wealth, LLC | 1,785 | $208.3K | 0.04% | +1,785 | New |
| Lauterbach Financial Advisors, LLC | 1,785 | $208.3K | 0.10% | +1,785 | New |
| Sigma Investment Counselors Inc | 1,797 | $209.7K | 0.01% | +1,797 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,798 | $209.8K | 0.03% | +1,798 | New |
| Vermillion Wealth Management, Inc. | 1,800 | $210.0K | 0.09% | +1,000+125.0% | Added |
| Smith Chas P & Associates Pa Cpas | 1,811 | $211.3K | 0.01% | +1,811 | New |
| SNS Financial Group, LLC | 1,813 | $211.6K | 0.02% | +1,813 | New |
| Amplius Wealth Advisors, LLC | 1,816 | $211.9K | 0.02% | +1,816 | New |
| Note Advisors, LLC | 1,863 | $212.1K | 0.11% | −181−8.9% | Reduced |
| Saxon Interests, Inc. | 1,831 | $213.7K | 0.08% | −752−29.1% | Reduced |
| ARGA Investment Management, LP | 1,832 | $213.8K | 0.01% | −65,437−97.3% | Reduced |
| Welch Group, LLC | 1,833 | $213.9K | 0.01% | +1,833 | New |
| Fortem Financial Group, LLC | 1,843 | $215.1K | 0.06% | +1,843 | New |
| Lantern Wealth Advisors, LLC | 1,850 | $215.9K | 0.11% | +1,850 | New |
| Granite Harbor Advisors, Inc. | 1,852 | $216.1K | 0.09% | +1,852 | New |
| Endowment Wealth Management, Inc. | 1,853 | $216.2K | 0.10% | −122−6.2% | Reduced |
| WPG Advisers, LLC | 1,856 | $216.6K | 0.16% | +704+61.1% | Added |
| Union Savings Bank | 1,867 | $217.9K | 0.09% | +1,867 | New |
| Biltmore Family Office, LLC | 1,875 | $218.8K | 0.03% | +1,875 | New |
| Founders Grove Wealth Partners, LLC | 1,876 | $218.9K | 0.05% | +1,876 | New |
| Two Sigma Securities, LLC | 1,879 | $219.3K | 0.03% | −6,686−78.1% | Reduced |
| Park National Corp | 1,881 | $219.5K | 0.01% | −97−4.9% | Reduced |
| Leisure Capital Management | 1,881 | $219.5K | 0.07% | +1,881 | New |
| Hoxton Planning & Management, LLC | 1,884 | $219.8K | 0.07% | −166−8.1% | Reduced |
| Green Harvest Asset Management LLC | 1,890 | $220.5K | 0.00% | +1,890 | New |
| Consilio Wealth Advisors, LLC | 1,891 | $220.7K | 0.06% | +1,891 | New |
| Tortuga Wealth Management, Inc | 1,893 | $220.9K | 0.23% | +1,893 | New |
| Prestige Wealth Management Group LLC | 1,895 | $221.1K | 0.04% | +79+4.4% | Added |
| RFG Holdings, Inc. | 1,898 | $221.6K | 0.06% | +1,898 | New |