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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 3,044 | $355.2K | 0.22% | +1,056+53.1% | Added |
| Ponta Wealth Partners, LLC | 3,069 | $358.1K | 0.33% | +3,069 | New |
| Camelot Portfolios, LLC | 3,075 | $358.8K | 0.22% | −39−1.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,078 | $359.2K | 0.11% | −171−5.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,081 | $359.5K | 0.07% | +3,081 | New |
| Evolution Wealth Advisors, LLC | 3,083 | $359.8K | 0.04% | +13+0.4% | Added |
| Arista Wealth Management, LLC | 3,085 | $360.0K | 0.04% | +3,085 | New |
| Midwest Trust Co | 3,097 | $361.4K | 0.00% | +453+17.1% | Added |
| Alpha Family Trust | 3,100 | $361.7K | 0.16% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 3,104 | $362.2K | 0.03% | +3,104 | New |
| Plancorp, LLC | 3,119 | $363.9K | 0.01% | +11+0.4% | Added |
| Northwest Bancshares, Inc. | 3,128 | $365.0K | 0.07% | −167−5.1% | Reduced |
| All Terrain Financial Advisors, LLC | 3,128 | $365.0K | 0.11% | 00.0% | Unchanged |
| Investment Research Partners LLC | 3,138 | $366.2K | 0.16% | −205−6.1% | Reduced |
| Northwest Wealth Management, LLC | 3,163 | $369.1K | 0.06% | +951+43.0% | Added |
| Nemes Rush Group LLC | 3,169 | $369.8K | 0.03% | +259+8.9% | Added |
| Brookwood Investment Group LLC | 3,169 | $369.8K | 0.04% | −6,952−68.7% | Reduced |
| Traphagen Investment Advisors LLC | 3,180 | $371.0K | 0.03% | −851−21.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,189 | $372.1K | 0.02% | −3,336−51.1% | Reduced |
| D.B. Root & Company, LLC | 3,191 | $372.4K | 0.09% | +87+2.8% | Added |
| Abacus Wealth Partners, LLC | 3,195 | $372.8K | 0.04% | +3,195 | New |
| Falcon Wealth Planning | 3,200 | $373.4K | 0.03% | +697+27.8% | Added |
| Integrated Quantitative Investments LLC | 3,200 | $373.4K | 0.08% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,695 | $375.0K | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,219 | $375.6K | 0.02% | +4+0.1% | Added |
| Madison Wealth Partners, Inc | 3,240 | $378.1K | 0.07% | −145−4.3% | Reduced |
| Twinbeech Capital LP | 3,241 | $378.2K | 0.03% | −9,317−74.2% | Reduced |
| Cypress Wealth Services, LLC | 3,257 | $380.1K | 0.05% | +915+39.1% | Added |
| BancorpSouth Bank | 3,258 | $380.2K | 0.02% | −1,019−23.8% | Reduced |
| Lifestyle Asset Management, Inc. | 3,264 | $380.9K | 0.12% | −314−8.8% | Reduced |
| Sax Wealth Advisors, LLC | 3,268 | $381.4K | 0.02% | −64−1.9% | Reduced |
| Mma Asset Management LLC | 3,272 | $381.8K | 0.14% | +3,172+3,172.0% | Added |
| Select Asset Management & Trust | 3,274 | $382.0K | 0.12% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $382.7K | 0.23% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,287 | $383.6K | 0.01% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $384.4K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,295 | $384.5K | 0.24% | +1,115+51.1% | Added |
| Florida Financial Advisors, LLC | 3,298 | $385.0K | 0.10% | +1,244+60.6% | Added |
| QTR Family Wealth, LLC | 3,157 | $385.6K | 0.17% | +618+24.3% | Added |
| SLT Holdings LLC | 3,307 | $385.9K | 0.26% | +750+29.3% | Added |
| Secure Asset Management, LLC | 3,307 | $385.9K | 0.06% | +101+3.2% | Added |
| StoneX Group Inc. | 3,310 | $386.8K | 0.02% | +1,193+56.4% | Added |
| Corundum Trust Company, INC | 3,315 | $386.8K | 0.88% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,319 | $387.3K | 0.06% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,334 | $389.0K | 0.50% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,338 | $389.5K | 0.01% | +25+0.8% | Added |
| Coyle Financial Counsel LLC | 3,365 | $392.7K | 0.08% | +1,173+53.5% | Added |
| Alliance Wealth Advisors, LLC | 3,374 | $393.7K | 0.19% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 3,376 | $393.9K | 0.08% | +25+0.7% | Added |
| Pine Valley Investments Ltd Liability Co | 3,377 | $394.0K | 0.02% | −20−0.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,378 | $394.2K | 0.01% | +19+0.6% | Added |
| Sovereign Financial Group, Inc. | 3,382 | $394.6K | 0.07% | +882+35.3% | Added |
| Corecam Pte. Ltd. | 3,391 | $395.7K | 0.21% | −286−7.8% | Reduced |
| Quarry LP | 3,391 | $395.7K | 0.06% | +2,665+367.1% | Added |
| Granite Islands Private Wealth, LLC | 3,414 | $397.3K | 0.37% | +3,414 | New |
| Orca Investment Management, LLC | 3,415 | $398.5K | 0.31% | −53−1.5% | Reduced |
| MidFirst Bank | 3,425 | $399.7K | 0.03% | +3,425 | New |
| Second Line Capital, LLC | 3,426 | $399.7K | 0.08% | +146+4.5% | Added |
| PSI Advisors, LLC | 3,452 | $402.8K | 0.10% | +50+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,456 | $403.3K | 0.11% | +738+27.2% | Added |
| Symmetry Partners, LLC | 3,458 | $403.5K | 0.02% | +58+1.7% | Added |
| EPG Wealth Management LLC | 3,460 | $403.7K | 0.11% | +46+1.3% | Added |
| First Nebraska Trust Co | 3,489 | $407.1K | 0.04% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 3,500 | $408.4K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 3,509 | $409.5K | 0.05% | +3,509 | New |
| Neville Rodie & Shaw Inc | 3,517 | $410.0K | 0.03% | −64−1.8% | Reduced |
| Chilton Investment Co LLC | 3,530 | $411.9K | 0.01% | +130+3.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,539 | $413.0K | 0.09% | +12+0.3% | Added |
| Garrison Point Advisors, LLC | 3,540 | $413.1K | 0.18% | −137−3.7% | Reduced |
| Sandro Wealth Management LLC | 3,561 | $415.5K | 0.34% | +3,561 | New |
| Legacy Edge Advisors, LLC | 3,565 | $416.0K | 0.05% | +8+0.2% | Added |
| FSM Wealth Advisors, LLC | 3,575 | $417.2K | 0.06% | +258+7.8% | Added |
| Voya Financial Advisors, Inc. | 3,534 | $417.5K | 0.04% | +417+13.4% | Added |
| Tred Avon Family Wealth, LLC | 3,584 | $418.2K | 0.14% | +1,498+71.8% | Added |
| Net Worth Advisory Group | 3,599 | $420.0K | 0.08% | −1,547−30.1% | Reduced |
| Mayport, LLC | 3,618 | $422.1K | 0.09% | −38−1.0% | Reduced |
| Juncture Wealth Strategies, LLC | 3,624 | $422.9K | 0.14% | +300+9.0% | Added |
| Shoker Investment Counsel, Inc. | 3,624 | $422.9K | 0.12% | +18+0.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,638 | $424.5K | 0.35% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,642 | $425.0K | 0.06% | +250+7.4% | Added |
| Guardian Wealth Advisors, LLC | 3,646 | $425.5K | 0.03% | +10.0% | Added |
| Foster & Motley Inc | 3,653 | $426.0K | 0.02% | −70−1.9% | Reduced |
| Sherbrooke Park Advisers LLC | 3,660 | $427.1K | 1.10% | +9+0.2% | Added |
| Smith, Moore & Co. | 3,665 | $427.7K | 0.03% | +3,665 | New |
| Flynn Zito Capital Management, LLC | 3,666 | $427.8K | 0.15% | −509−12.2% | Reduced |
| Peachtree Investment Partners, LLC | 3,681 | $429.6K | 0.14% | +3,681 | New |
| TBH Global Asset Management, LLC | 3,687 | $430.3K | 0.08% | +496+15.5% | Added |
| ELCO Management Co., LLC | 3,700 | $431.8K | 0.27% | −1,500−28.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,706 | $432.4K | 0.05% | +13+0.4% | Added |
| Allied Investment Advisors, LLC | 3,706 | $432.5K | 0.07% | +17+0.5% | Added |
| Whitener Capital Management, Inc. | 3,710 | $432.9K | 0.10% | −100−2.6% | Reduced |
| Strive Financial Group ,LLC | 3,723 | $434.4K | 0.23% | +3,723 | New |
| SGL Investment Advisors, Inc. | 3,764 | $435.6K | 0.17% | +3,764 | New |
| Aspen Investment Management Inc | 3,739 | $436.0K | 0.13% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,737 | $436.1K | 0.14% | +752+25.2% | Added |
| Winthrop Advisory Group LLC | 3,743 | $436.8K | 0.04% | +4+0.1% | Added |
| Watershed Asset Management, L.L.C. | 3,744 | $436.9K | 0.41% | +3,744 | New |
| Texas Bank & Trust Co | 3,753 | $437.9K | 0.16% | +1,065+39.6% | Added |
| Leigh Baldwin & Co., LLC | 3,750 | $438.0K | 0.29% | −1,035−21.6% | Reduced |
| Bahl & Gaynor Inc | 3,765 | $439.3K | 0.00% | −533−12.4% | Reduced |