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 | 2,065 | $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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 1,902 | $222.0K | 0.02% | +1,902 | New |
| Archford Capital Strategies, LLC | 1,906 | $222.4K | 0.03% | +1,906 | New |
| Kerr Financial Planning Corp | 1,923 | $222.5K | 0.30% | +8+0.4% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,909 | $222.8K | 0.04% | +1,909 | New |
| Victory Financial Group, LLC | 1,911 | $223.0K | 0.03% | +1,911 | New |
| City State Bank | 1,915 | $223.5K | 0.06% | −129−6.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,919 | $224.0K | 0.05% | +1,919 | New |
| Foster Group, Inc. | 1,924 | $224.5K | 0.01% | +1,924 | New |
| Ellevest, Inc. | 1,925 | $224.6K | 0.03% | +1,925 | New |
| Cascade Financial Partners, LLC | 1,930 | $225.2K | 0.02% | −100−4.9% | Reduced |
| Ellis Investment Partners, LLC | 1,930 | $225.3K | 0.04% | +1,930 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,945 | $226.1K | 0.09% | +1,933+16,108.3% | Added |
| Means Investment Co., Inc. | 1,938 | $226.1K | 0.02% | +1,938 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,938 | $226.2K | 0.06% | −104−5.1% | Reduced |
| AlphaGrep UK Ltd | 1,940 | $226.4K | 0.08% | +1,940 | New |
| Oak Thistle LLC | 1,942 | $226.6K | 0.03% | −8,570−81.5% | Reduced |
| ABLE Financial Group, LLC | 1,944 | $226.8K | 0.05% | −125−6.0% | Reduced |
| Requisite Capital Management, LLC | 1,950 | $227.5K | 0.04% | −5,264−73.0% | Reduced |
| Satovsky Asset Management LLC | 1,950 | $227.6K | 0.04% | +1,950 | New |
| Nixon Peabody Trust Co | 1,952 | $227.8K | 0.02% | +1,952 | New |
| AssuredPartners Investment Advisors, LLC | 1,955 | $228.1K | 0.03% | +1,955 | New |
| Motive Wealth Advisors | 1,957 | $228.4K | 0.10% | +1,957 | New |
| CRA Financial Services, LLC | 1,958 | $228.4K | 0.03% | +1,958 | New |
| Optivise Advisory Services LLC | 1,965 | $229.3K | 0.13% | +1,965 | New |
| Eastern Bank | 1,967 | $229.5K | 0.00% | +145+8.0% | Added |
| Platform Technology Partners | 1,972 | $230.1K | 0.05% | +1,972 | New |
| Red Door Wealth Management, LLC | 1,978 | $230.8K | 0.02% | +1,978 | New |
| Huntleigh Advisors, Inc. | 1,978 | $230.9K | 0.04% | +1,978 | New |
| Hudson Value Partners, LLC | 1,980 | $231.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 1,986 | $231.7K | 0.05% | −500−20.1% | Reduced |
| Sutton Place Investors LLC | 1,987 | $231.9K | 0.13% | +1,987 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $232.0K | 0.15% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,992 | $232.5K | 0.17% | +20+1.0% | Added |
| Elyxium Wealth, LLC | 1,992 | $232.5K | 0.06% | +1,992 | New |
| Latitude Advisors, LLC | 1,998 | $233.1K | 0.10% | −22−1.1% | Reduced |
| Empirical Asset Management, LLC | 18,712 | $233.2K | 0.07% | +133+0.7% | Added |
| Brucke Financial, Inc. | 1,999 | $233.3K | 0.13% | +1,999 | New |
| Ramsey Quantitative Systems | 2,000 | $233.4K | 0.21% | +2,000 | New |
| Hoese & Co LLP | 2,000 | $233.4K | 0.17% | +2,000 | New |
| City Center Advisors, LLC | 2,000 | $233.4K | 0.21% | +2,000 | New |
| Sapient Capital LLC | 1,992 | $233.5K | 0.00% | +1,992 | New |
| PFG Advisors | 2,004 | $233.8K | 0.01% | −1,409−41.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,004 | $233.9K | 0.07% | +2,004 | New |
| Crawford Investment Counsel Inc | 2,007 | $234.2K | 0.00% | −41−2.0% | Reduced |
| LCNB Corp | 2,008 | $234.3K | 0.08% | +2,008 | New |
| Hanlon Investment Management, Inc. | 2,008 | $234.3K | 0.13% | +2,008 | New |
| Kaufman Rossin Wealth, LLC | 2,012 | $234.8K | 0.12% | −1,120−35.8% | Reduced |
| Reuter James Wealth Management, LLC | 2,013 | $234.9K | 0.03% | −190−8.6% | Reduced |
| Impact Capital Partners LLC | 2,013 | $234.9K | 0.07% | −131−6.1% | Reduced |
| W Advisors, LLC | 2,018 | $235.5K | 0.12% | −668−24.9% | Reduced |
| Castle Rock Wealth Management, LLC | 2,029 | $236.0K | 0.05% | +2,029 | New |
| Warwick Investment Management, Inc. | 2,023 | $236.1K | 0.04% | −210−9.4% | Reduced |
| GK Wealth Management LLC | 2,023 | $236.1K | 0.17% | −452−18.3% | Reduced |
| Drucker Wealth 3.0, LLC | 2,028 | $236.6K | 0.04% | +2,028 | New |
| Golden State Wealth Management, LLC | 2,031 | $237.1K | 0.03% | −257−11.2% | Reduced |
| SHP Wealth Management | 2,035 | $237.6K | 0.02% | +2,035 | New |
| Phillips Financial Management, LLC | 2,042 | $238.3K | 0.02% | +56+2.8% | Added |
| Scott Capital Advisors, LLC | 2,042 | $238.3K | 0.05% | +2,042 | New |
| Semus Wealth Partners LLC | 2,043 | $238.4K | 0.13% | +11+0.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,965 | $238.5K | 0.08% | +1,965 | New |
| Hibernia Wealth Partners, LLC | 2,044 | $238.5K | 0.07% | +2,044 | New |
| Avenue 1 Advisors, LLC | 2,048 | $239.0K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 2,048 | $239.0K | 0.06% | +1,200+141.5% | Added |
| Montz Harcus Wealth Management LLC | 2,050 | $239.2K | 0.10% | +32+1.6% | Added |
| Essex LLC | 2,062 | $240.6K | 0.04% | +6+0.3% | Added |
| Allium Financial Advisors, LLC | 2,063 | $240.7K | 0.19% | −488−19.1% | Reduced |
| Central Valley Advisors, LLC | 2,067 | $241.2K | 0.07% | +77+3.9% | Added |
| Van Hulzen Asset Management, LLC | 2,069 | $241.4K | 0.02% | +80+4.0% | Added |
| Lyell Wealth Management, LP | 2,071 | $241.7K | 0.02% | +2,071 | New |
| Genesis Private Wealth, LLC | 2,074 | $242.0K | 0.08% | −106−4.9% | Reduced |
| one8zero8, LLC | 2,081 | $242.8K | 0.05% | +2,081 | New |
| Marks Group Wealth Management, Inc | 2,083 | $243.1K | 0.02% | −118−5.4% | Reduced |
| Fragasso Group Inc. | 2,086 | $243.4K | 0.01% | +2,086 | New |
| Key Capital Management, INC | 2,099 | $244.9K | 0.24% | +2,099 | New |
| Mathes Company, Inc. | 2,100 | $245.0K | 0.09% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,100 | $245.0K | 0.15% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,107 | $245.9K | 0.03% | +2,107 | New |
| Seeds Investor LLC | 2,109 | $246.1K | 0.05% | +2,109 | New |
| 5T Wealth, LLC | 2,109 | $246.1K | 0.10% | −44−2.0% | Reduced |
| Patton Fund Management, Inc. | 2,112 | $246.4K | 0.03% | −1,106−34.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,116 | $246.9K | 0.01% | −86−3.9% | Reduced |
| Coquina Private Wealth LLC | 2,116 | $247.0K | 0.20% | +2,116 | New |
| Weil Company, Inc. | 2,118 | $247.2K | 0.06% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 2,121 | $247.5K | 0.24% | +2,121 | New |
| Crews Bank & Trust | 2,124 | $247.8K | 0.04% | −40−1.8% | Reduced |
| August Group Capital Ltd | 2,125 | $248.0K | 0.28% | +2,125 | New |
| Entelevest, LLC | 2,125 | $248.0K | 0.26% | +2,125 | New |
| Blue Barn Wealth, LLC | 2,126 | $248.1K | 0.36% | −1,565−42.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,128 | $248.3K | 0.01% | −538−20.2% | Reduced |
| TL Private Wealth | 2,052 | $249.0K | 0.10% | +2,052 | New |
| Sonoma Allocations LLC | 2,156 | $250.7K | 0.08% | +2,156 | New |
| RB Capital Management, LLC | 2,157 | $251.7K | 0.05% | +2,157 | New |
| Virtue Capital Management, LLC | 2,127 | $252.5K | 0.04% | +2,127 | New |
| Arwa LLC | 2,172 | $253.4K | 0.15% | +2,172 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 2,178 | $254.2K | 0.10% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 2,182 | $254.6K | 0.06% | +2,182 | New |
| Weinberger Asset Management, Inc | 2,188 | $255.3K | 0.09% | +11+0.5% | Added |
| Segment Wealth Management, LLC | 2,189 | $255.4K | 0.01% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 2,194 | $256.0K | 0.23% | −473−17.7% | Reduced |
| North Capital, Inc. | 2,199 | $256.6K | 0.22% | −10.0% | Reduced |