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 | 2,475 | $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 |
|---|---|---|---|---|---|
| Concentrum Wealth Management | 2,550 | $297.6K | 0.08% | −27−1.0% | Reduced |
| Weaver Consulting Group | 2,557 | $298.4K | 0.07% | +40+1.6% | Added |
| Ar Asset Management Inc | 2,576 | $301.0K | 0.06% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,581 | $301.2K | 0.08% | +167+6.9% | Added |
| Searle & Co. | 2,582 | $301.3K | 0.08% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,589 | $302.1K | 0.03% | −223−7.9% | Reduced |
| Wilkinson Global Asset Management LLC | 2,594 | $302.7K | 0.02% | +560+27.5% | Added |
| Home Federal Bank of Tennessee | 2,597 | $303.0K | 0.08% | −292−10.1% | Reduced |
| PeakShares LLC | 2,600 | $303.4K | 0.30% | +2,600 | New |
| Resolute Wealth Strategies, LLC | 2,602 | $303.6K | 0.13% | +333+14.7% | Added |
| Agf Management Ltd | 2,609 | $304.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,611 | $304.7K | 0.03% | +35+1.4% | Added |
| Asset Allocation & Management Company, LLC | 2,614 | $305.0K | 0.12% | 00.0% | Unchanged |
| Atala Financial Inc | 2,615 | $305.1K | 0.20% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,617 | $305.4K | 0.04% | +2,617 | New |
| FMB Wealth Management | 2,618 | $305.5K | 0.12% | 00.0% | Unchanged |
| Directional Asset Management | 2,623 | $306.1K | 0.27% | +2,623 | New |
| Acropolis Investment Management, LLC | 2,629 | $306.8K | 0.01% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,635 | $307.5K | 0.04% | −13−0.5% | Reduced |
| McLean Asset Management Corp | 2,748 | $308.9K | 0.06% | −18−0.7% | Reduced |
| Meramec Financial Planners, LLC | 2,522 | $309.4K | 0.12% | +2,522 | New |
| Vivaldi Capital Management, LLC | 2,659 | $310.3K | 0.04% | +2,659 | New |
| Nations Financial Group Inc, | 2,661 | $310.5K | 0.02% | +579+27.8% | Added |
| Arcataur Capital Management LLC | 2,665 | $311.0K | 0.09% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,697 | $314.7K | 0.12% | −10.0% | Reduced |
| Magnolia Capital Advisors LLC | 2,714 | $316.6K | 0.07% | +355+15.0% | Added |
| MV Capital Management, Inc. | 2,723 | $317.7K | 0.03% | +275+11.2% | Added |
| RiverFront Investment Group, LLC | 2,723 | $317.7K | 0.01% | +2,723 | New |
| Oakworth Capital, Inc. | 2,727 | $318.2K | 0.02% | −2−0.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,728 | $318.3K | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,728 | $318.3K | 0.16% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,729 | $318.4K | 0.12% | +6+0.2% | Added |
| Olistico Wealth, LLC | 2,742 | $320.0K | 0.16% | +132+5.1% | Added |
| DGS Capital Management, LLC | 2,746 | $320.4K | 0.05% | +36+1.3% | Added |
| Verus Capital Partners, LLC | 2,748 | $320.7K | 0.02% | +82+3.1% | Added |
| Cottage Street Advisors LLC | 2,752 | $321.2K | 0.14% | +100+3.8% | Added |
| True Wealth Design, LLC | 2,755 | $321.5K | 0.09% | +346+14.4% | Added |
| Oak Harbor Wealth Partners, LLC | 2,764 | $322.5K | 0.08% | 00.0% | Unchanged |
| New World Advisors LLC | 2,764 | $322.5K | 0.06% | +345+14.3% | Added |
| Ewa, LLC | 2,765 | $322.7K | 0.08% | +94+3.5% | Added |
| Frisch Financial Group, Inc. | 2,766 | $322.7K | 0.07% | +11+0.4% | Added |
| Laurel Oak Wealth Management, LLC | 2,770 | $323.2K | 0.05% | +2,770 | New |
| Westwood Holdings Group Inc. | 2,786 | $325.1K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,746 | $325.9K | 0.29% | −84−3.0% | Reduced |
| Eads & Heald Wealth Management | 2,796 | $326.3K | 0.16% | −285−9.3% | Reduced |
| Tradition Wealth Management, LLC | 2,797 | $326.3K | 0.02% | +2,797 | New |
| Anchor Capital Advisors LLC | 2,805 | $327.3K | 0.01% | −85−2.9% | Reduced |
| RKL Wealth Management LLC | 2,806 | $327.4K | 0.03% | −100−3.4% | Reduced |
| Successful Portfolios LLC | 2,706 | $328.3K | 0.17% | +10.0% | Added |
| Cheviot Value Management, LLC | 2,883 | $329.2K | 0.03% | 00.0% | Unchanged |
| GatePass Capital, LLC | 2,836 | $330.9K | 0.17% | +704+33.0% | Added |
| Piedmont Capital Management, LLC | 2,839 | $331.3K | 0.22% | +2,839 | New |
| Wealth Quarterback LLC | 2,842 | $331.7K | 0.12% | +16+0.6% | Added |
| Cogent Private Wealth, Inc. | 2,845 | $332.0K | 0.25% | +2,845 | New |
| RFG - Bristol Wealth Advisors, LLC | 2,851 | $332.7K | 0.09% | +15+0.5% | Added |
| Zhang Financial LLC | 2,852 | $332.8K | 0.01% | +2,852 | New |
| Stonebrook Private Inc. | 2,854 | $333.1K | 0.07% | +97+3.5% | Added |
| GenTrust, LLC | 2,857 | $333.4K | 0.01% | +2,857 | New |
| Jag Capital Management, LLC | 2,863 | $334.1K | 0.04% | +641+28.8% | Added |
| Paulson Wealth Management Inc. | 2,867 | $334.6K | 0.08% | −100−3.4% | Reduced |
| Stronghold Wealth Management L.L.C. | 2,870 | $334.9K | 0.49% | +2,870 | New |
| Paragon Private Wealth Management, LLC | 2,871 | $335.0K | 0.10% | +235+8.9% | Added |
| Prentice Wealth Management LLC | 2,873 | $335.2K | 0.08% | −242−7.8% | Reduced |
| Connecticut Wealth Management, LLC | 2,879 | $336.0K | 0.01% | +276+10.6% | Added |
| Berman McAleer LLC | 2,881 | $336.1K | 0.05% | −49−1.7% | Reduced |
| WealthTrust Axiom LLC | 2,882 | $336.3K | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 2,892 | $337.4K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 2,897 | $338.1K | 0.16% | +147+5.3% | Added |
| Austin Private Wealth, LLC | 2,898 | $338.1K | 0.03% | −191−6.2% | Reduced |
| Washington Trust Co | 2,898 | $338.2K | 0.01% | +2,898 | New |
| Duncker Streett & Co Inc | 2,903 | $338.8K | 0.06% | −160−5.2% | Reduced |
| Silvant Capital Management LLC | 2,906 | $339.1K | 0.01% | 00.0% | Unchanged |
| Whelan Financial | 2,916 | $340.3K | 0.11% | +282+10.7% | Added |
| Philip James Wealth Mangement, LLC | 2,929 | $341.8K | 0.04% | −433−12.9% | Reduced |
| Gsa Capital Partners LLP | 2,933 | $342.0K | 0.03% | −107−3.5% | Reduced |
| Pavion Blue Capital, LLC | 2,934 | $342.4K | 0.14% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,935 | $342.4K | 0.09% | +2,935 | New |
| Caisse des Depots Et Consignations | 2,936 | $342.6K | 0.01% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,939 | $343.0K | 0.05% | −500−14.5% | Reduced |
| BKD Wealth Advisors, LLC | 2,939 | $343.0K | 0.01% | +543+22.7% | Added |
| Peoples Bank | 2,940 | $343.1K | 0.34% | −20−0.7% | Reduced |
| Wick Capital Partners, LLC | 2,950 | $344.2K | 0.06% | +2,950 | New |
| Gen-Wealth Partners Inc | 2,966 | $346.1K | 0.11% | −205−6.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,967 | $346.2K | 0.01% | +366+14.1% | Added |
| NBC Securities, Inc. | 2,975 | $347.2K | 0.03% | −229−7.1% | Reduced |
| Sagewood Asset Management LP | 2,978 | $347.5K | 0.12% | +2,978 | New |
| Vantus Wealth LLC | 2,980 | $347.7K | 0.26% | +2,980 | New |
| Green Square Capital Advisors LLC | 2,986 | $348.4K | 0.04% | −23,156−88.6% | Reduced |
| JBGlobal.com LLC | 2,991 | $349.0K | 0.44% | −666−18.2% | Reduced |
| Mad River Investors | 3,000 | $350.1K | 0.16% | 00.0% | Unchanged |
| Security National Bank | 3,000 | $350.1K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,006 | $350.8K | 0.03% | +63+2.1% | Added |
| Pictet & Cie (Europe) SA | 3,011 | $351.4K | 0.01% | +3,011 | New |
| VeraBank, N.A. | 3,020 | $352.4K | 0.06% | −26−0.9% | Reduced |
| Wellspring Financial Advisors, LLC | 3,024 | $352.9K | 0.03% | +3,024 | New |
| Yoder Wealth Management, Inc. | 3,027 | $353.2K | 0.16% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,033 | $353.9K | 0.04% | −30−1.0% | Reduced |
| Western Pacific Wealth Management, LP | 3,034 | $354.0K | 0.34% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,035 | $354.1K | 0.05% | +5+0.2% | Added |
| Hamilton Capital, LLC | 3,040 | $354.8K | 0.02% | +3,040 | New |