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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 2,200 | $256.7K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 2,200 | $256.7K | 0.05% | +102+4.9% | Added |
| COFG Advisors, LLC | 2,207 | $257.5K | 0.06% | +2,207 | New |
| Lee Danner & Bass Inc | 2,214 | $258.4K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,218 | $258.8K | 0.01% | −160−6.7% | Reduced |
| Valmark Advisers, Inc. | 2,226 | $259.8K | 0.00% | +225+11.2% | Added |
| Long Run Wealth Advisors, LLC | 2,226 | $259.8K | 0.05% | −39−1.7% | Reduced |
| Crown Wealth Group, LLC | 2,230 | $260.2K | 0.07% | +2,230 | New |
| Wealth Architects, LLC | 2,232 | $260.5K | 0.02% | −25−1.1% | Reduced |
| Tripletail Wealth Management, LLC | 2,250 | $262.6K | 0.33% | +50+2.3% | Added |
| Strategic Planning, Inc. | 2,251 | $262.6K | 0.14% | +14+0.6% | Added |
| Smithbridge Asset Management Inc | 2,253 | $262.9K | 0.02% | +2,253 | New |
| Symphony Financial, Ltd. Co. | 2,248 | $263.0K | 0.04% | −317−12.4% | Reduced |
| Atlantic Trust, LLC | 2,257 | $263.4K | 0.04% | −55−2.4% | Reduced |
| Plimoth Trust Co LLC | 2,260 | $263.7K | 0.06% | −50−2.2% | Reduced |
| Advisortrust Partners, LLC | 2,264 | $264.2K | 0.12% | +2,264 | New |
| ISAM Funds (UK) Ltd | 2,270 | $264.9K | 0.10% | −34,482−93.8% | Reduced |
| FDx Advisors, Inc. | 2,275 | $265.0K | 0.14% | +34+1.5% | Added |
| Carl P. Sherr & Co., LLC | 2,291 | $265.1K | 0.12% | −20−0.9% | Reduced |
| Beacon Financial Group | 2,275 | $265.5K | 0.03% | +2,275 | New |
| Traveka Wealth, LLC | 2,289 | $267.1K | 0.11% | +25+1.1% | Added |
| A4 Wealth Advisors LLC | 2,291 | $267.3K | 0.23% | +2,291 | New |
| Apriem Advisors | 2,291 | $267.3K | 0.02% | −69−2.9% | Reduced |
| Beacon Investment Advisors LLC | 2,294 | $267.8K | 0.11% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,295 | $267.9K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 2,296 | $267.9K | 0.11% | −38−1.6% | Reduced |
| Ashton Thomas Securities, LLC | 2,301 | $268.5K | 0.05% | +54+2.4% | Added |
| Bill Few Associates, Inc. | 2,302 | $268.6K | 0.07% | +45+2.0% | Added |
| Rinkey Investments | 2,317 | $270.4K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 2,319 | $270.6K | 0.07% | +1,810+355.6% | Added |
| Retirement Planning Group | 2,322 | $271.0K | 0.01% | +275+13.4% | Added |
| Jacobsen Capital Management | 2,326 | $271.4K | 0.09% | +255+12.3% | Added |
| Marietta Investment Partners LLC | 2,330 | $271.9K | 0.05% | −28−1.2% | Reduced |
| Lighthouse Financial LLC | 2,338 | $272.8K | 0.18% | +150+6.9% | Added |
| Walker Asset Management, LLC | 2,340 | $273.1K | 0.15% | +10+0.4% | Added |
| Ninepoint Partners LP | 2,344 | $273.5K | 0.03% | +2,344 | New |
| Atlas Legacy Advisors, LLC | 2,346 | $273.8K | 0.05% | +2,346 | New |
| 180 Wealth Advisors, LLC | 2,350 | $274.3K | 0.03% | +26+1.1% | Added |
| American Trust | 2,351 | $274.3K | 0.02% | +130+5.9% | Added |
| Quantum Financial Advisors, LLC | 2,356 | $274.9K | 0.03% | +5+0.2% | Added |
| Medallion Wealth Advisors, LLC | 2,357 | $275.0K | 0.09% | +10.0% | Added |
| First Wilshire Securities Management Inc | 2,362 | $275.6K | 0.07% | +12+0.5% | Added |
| Farmers National Bank | 2,364 | $275.9K | 0.06% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 2,368 | $276.4K | 0.09% | +2,368 | New |
| Atom Investors LP | 2,372 | $276.8K | 0.02% | +2,372 | New |
| IVC Wealth Advisors LLC | 2,373 | $276.9K | 0.12% | −166−6.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,373 | $276.9K | 0.02% | +2,373 | New |
| Henson-Edgewater Management, LLC | 2,373 | $276.9K | 0.16% | +2,373 | New |
| Fullerton Fund Management Co Ltd. | 2,375 | $277.1K | 0.01% | +2,375 | New |
| Investmark Advisory Group LLC | 2,376 | $277.3K | 0.12% | +14+0.6% | Added |
| Waller Financial Planning Group, Inc | 2,380 | $277.7K | 0.06% | −40−1.7% | Reduced |
| Five Oceans Advisors | 2,381 | $277.8K | 0.10% | −10.0% | Reduced |
| Summitry LLC | 2,382 | $278.0K | 0.01% | +202+9.3% | Added |
| Trilogy Capital Inc. | 2,394 | $279.4K | 0.01% | −41−1.7% | Reduced |
| Global Assets Advisory, LLC | 2,397 | $279.8K | 0.08% | +113+4.9% | Added |
| Reflection Asset Management | 2,398 | $279.8K | 0.20% | +2,398 | New |
| Principle Wealth Partners LLC | 2,403 | $280.4K | 0.02% | −635−20.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2,406 | $280.8K | 0.04% | +2,406 | New |
| SevenBridge Financial Group, LLC | 2,452 | $281.5K | 0.05% | −110−4.3% | Reduced |
| Providence Wealth Advisors, LLC | 2,275 | $281.6K | 0.18% | 00.0% | Unchanged |
| Keystone Financial Services | 2,420 | $282.4K | 0.09% | −108−4.3% | Reduced |
| Partners Capital Investment Group, LLP | 2,432 | $283.8K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,438 | $284.5K | 0.26% | +2,438 | New |
| Knightsbridge Asset Management, LLC | 2,441 | $284.8K | 0.05% | +2,441 | New |
| Keebeck Wealth Management, LLC | 2,445 | $285.3K | 0.03% | +184+8.1% | Added |
| Pinnacle Bancorp, Inc. | 2,453 | $286.2K | 0.08% | −34−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 2,457 | $286.8K | 0.03% | +321+15.0% | Added |
| Acumen Wealth Advisors, LLC | 2,459 | $286.9K | 0.08% | +2,459 | New |
| Greenwich Wealth Management LLC | 2,460 | $287.0K | 0.01% | +2,460 | New |
| HM Payson & Co | 2,470 | $288.3K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,472 | $288.4K | 0.07% | +474+23.7% | Added |
| Goelzer Investment Management, Inc. | 2,481 | $289.5K | 0.01% | +2,481 | New |
| Sandy Cove Advisors, LLC | 2,481 | $289.5K | 0.09% | +2,481 | New |
| Revolve Wealth Partners, LLC | 2,482 | $289.6K | 0.03% | +119+5.0% | Added |
| Berger Financial Group, Inc | 2,485 | $290.0K | 0.02% | +2,485 | New |
| Baxter Bros Inc | 2,486 | $290.1K | 0.03% | +400+19.2% | Added |
| Excelsior Advisor Network LLC | 2,494 | $291.0K | 0.14% | +2,494 | New |
| Wallace Advisory Group, LLC | 2,495 | $291.1K | 0.31% | −2,880−53.6% | Reduced |
| Lynch Asset Management, Inc. | 2,500 | $291.7K | 0.09% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,500 | $291.7K | 0.11% | +71+2.9% | Added |
| FPC Investment Advisory, Inc. | 2,500 | $291.7K | 0.16% | +2,500 | New |
| William John Sempolinski | 2,500 | $291.7K | 0.14% | +2,500 | New |
| LeConte Wealth Management, LLC | 2,502 | $291.9K | 0.19% | +94+3.9% | Added |
| Trust Co of Virginia | 2,502 | $292.0K | 0.02% | +280+12.6% | Added |
| Circle Wealth Management, LLC | 2,504 | $292.2K | 0.00% | +125+5.3% | Added |
| Kapstone Financial Advisors LLC | 2,505 | $292.3K | 0.15% | +2,505 | New |
| Ancora Advisors, LLC | 2,511 | $293.0K | 0.01% | +443+21.4% | Added |
| Armis Advisers, LLC | 2,682 | $293.7K | 0.03% | +2,682 | New |
| Meridian Wealth Advisors, LLC | 2,522 | $294.3K | 0.04% | +5+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,523 | $294.4K | 0.01% | +20+0.8% | Added |
| DV Equities, LLC | 2,523 | $294.4K | 0.05% | +2,523 | New |
| Money Concepts Capital Corp | 2,530 | $295.2K | 0.02% | +136+5.7% | Added |
| Cora Capital Advisors LLC | 2,531 | $295.3K | 0.12% | +273+12.1% | Added |
| BlackDiamond Wealth Management Inc. | 2,389 | $295.7K | 0.14% | −108−4.3% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,540 | $296.4K | 0.10% | −690−21.4% | Reduced |
| Custos Family Office, LLC | 2,541 | $296.5K | 0.20% | −11−0.4% | Reduced |
| Fielder Capital Group LLC | 2,543 | $296.7K | 0.06% | +116+4.8% | Added |
| Caldwell Trust Co | 2,544 | $296.9K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,544 | $297.0K | 0.14% | +14+0.6% | Added |
| Valley Brook Capital Group | 2,550 | $297.6K | 0.20% | 00.0% | Unchanged |