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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| TT Capital Management LLC | 3,771 | $440.0K | 0.35% | −204−5.1% | Reduced |
| Aigen Investment Management, LP | 3,780 | $441.1K | 0.10% | −46,336−92.5% | Reduced |
| Asset Allocation Strategies LLC | 3,783 | $441.4K | 0.08% | +19+0.5% | Added |
| Stratos Wealth Advisors, LLC | 3,789 | $442.2K | 0.02% | +68+1.8% | Added |
| Fortitude Family Office, LLC | 3,807 | $444.2K | 0.10% | +115+3.1% | Added |
| Blalock Williams, LLC | 3,808 | $444.4K | 0.36% | +189+5.2% | Added |
| Fairscale Capital, LLC | 3,808 | $444.4K | 0.29% | +1,049+38.0% | Added |
| XML Financial, LLC | 3,813 | $445.0K | 0.04% | +3,813 | New |
| Sagace Wealth Management LLC | 3,825 | $446.3K | 0.30% | +18+0.5% | Added |
| Lansing Street Advisors | 3,829 | $446.8K | 0.11% | −2−0.1% | Reduced |
| Teza Capital Management LLC | 3,829 | $446.8K | 1.44% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,857 | $450.1K | 0.33% | +39+1.0% | Added |
| Davidson Trust Co | 3,858 | $450.2K | 0.19% | +157+4.2% | Added |
| KFA Private Wealth Group, LLC | 3,862 | $450.6K | 0.11% | +166+4.5% | Added |
| CFM Wealth Partners LLC | 3,863 | $450.8K | 0.07% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 3,864 | $450.9K | 0.27% | −146−3.6% | Reduced |
| Wayfinding Financial, LLC | 3,869 | $451.0K | 0.19% | −183−4.5% | Reduced |
| Beaton Management Co. Inc. | 3,866 | $451.0K | 0.20% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,868 | $451.4K | 0.19% | −232−5.7% | Reduced |
| Aspen Wealth Strategies, LLC | 3,874 | $452.1K | 0.25% | −28−0.7% | Reduced |
| Everhart Financial Group, Inc. | 3,877 | $452.4K | 0.04% | +722+22.9% | Added |
| Northern Financial Advisors Inc | 3,886 | $453.5K | 0.52% | −2,662−40.7% | Reduced |
| Albert D Mason Inc | 3,889 | $453.8K | 0.30% | −55−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,890 | $453.9K | 0.09% | +172+4.6% | Added |
| Boltwood Capital Management | 3,893 | $454.3K | 0.12% | +98+2.6% | Added |
| MJP Associates Inc | 3,916 | $457.0K | 0.06% | +368+10.4% | Added |
| Smith Thornton Advisors LLC | 3,928 | $458.4K | 0.23% | 00.0% | Unchanged |
| Decision Investments, Inc | 3,935 | $459.2K | 0.50% | +3,935 | New |
| Beaumont Financial Advisors, LLC | 3,942 | $460.0K | 0.03% | +32+0.8% | Added |
| Tradewinds, LLC. | 3,955 | $461.5K | 0.11% | −595−13.1% | Reduced |
| Key Financial Inc | 3,972 | $463.5K | 0.08% | +104+2.7% | Added |
| Financial Advisory Service, Inc. | 3,973 | $463.6K | 0.03% | +1,191+42.8% | Added |
| Brooklands Fund Management Ltd | 4,000 | $463.7K | 0.25% | +4,000 | New |
| RDA Financial Network | 3,975 | $463.8K | 0.11% | +40+1.0% | Added |
| New Republic Capital, LLC | 3,981 | $464.6K | 0.12% | +3,981 | New |
| PVG Asset Management Corp | 3,986 | $465.2K | 0.99% | +3,986 | New |
| Facet Wealth, Inc. | 4,086 | $466.6K | 0.01% | +1,824+80.6% | Added |
| Drive Wealth Management, LLC | 4,005 | $467.3K | 0.09% | +4,005 | New |
| Stokes Family Office, LLC | 4,008 | $467.7K | 0.04% | +605+17.8% | Added |
| BankChampaign, National Association | 4,012 | $468.2K | 0.46% | +4,012 | New |
| Sendero Wealth Management, LLC | 4,021 | $469.2K | 0.05% | +415+11.5% | Added |
| Principal Street Partners, LLC | 4,040 | $471.4K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 4,041 | $471.6K | 0.02% | +482+13.5% | Added |
| Gryphon Financial Partners LLC | 4,052 | $472.8K | 0.05% | +145+3.7% | Added |
| Worth Asset Management, LLC | 4,061 | $473.9K | 0.20% | −12,755−75.9% | Reduced |
| Legacy Solutions, LLC | 4,069 | $474.8K | 0.42% | +22+0.5% | Added |
| Keudell/Morrison Wealth Management | 4,076 | $475.7K | 0.10% | +4,076 | New |
| Third View Private Wealth, LLC | 4,077 | $475.7K | 0.06% | +4,077 | New |
| Flatrock Wealth Partners LLC | 4,081 | $476.2K | 0.23% | +4,081 | New |
| Tritonpoint Wealth, LLC | 4,085 | $476.7K | 0.05% | −904−18.1% | Reduced |
| Applied Capital LLC | 4,094 | $477.7K | 0.33% | 00.0% | Unchanged |
| KWB Wealth | 4,095 | $477.8K | 0.05% | +4,095 | New |
| Pingora Partners LLC | 4,100 | $478.4K | 0.29% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 4,111 | $479.7K | 0.36% | −63−1.5% | Reduced |
| Westover Capital Advisors, LLC | 4,112 | $479.8K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,132 | $482.2K | 0.02% | −703−14.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,148 | $484.0K | 0.01% | +4,148 | New |
| Lantz Financial LLC | 4,155 | $484.9K | 0.10% | −148−3.4% | Reduced |
| Accel Wealth Management | 4,160 | $485.5K | 0.13% | +437+11.7% | Added |
| Bluesphere Advisors, LLC | 4,162 | $485.6K | 0.21% | −31−0.7% | Reduced |
| GSB Wealth Management, LLC | 4,178 | $487.6K | 0.11% | +96+2.4% | Added |
| Stablepoint Partners, LLC | 4,200 | $490.1K | 0.08% | −525−11.1% | Reduced |
| Associated Banc-Corp | 4,203 | $490.4K | 0.01% | −75−1.8% | Reduced |
| Kercheville Advisors, LLC | 4,245 | $491.0K | 0.13% | +4,245 | New |
| Roble, Belko & Company, Inc | 4,204 | $491.0K | 0.06% | +202+5.0% | Added |
| Greenfield Savings Bank | 4,208 | $491.0K | 0.21% | −175−4.0% | Reduced |
| Baron Wealth Management LLC | 4,213 | $491.6K | 0.15% | +848+25.2% | Added |
| Marble Wealth, LLC | 4,232 | $493.8K | 0.07% | +4,232 | New |
| Systematic Alpha Investments, LLC | 4,238 | $494.5K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 4,260 | $497.1K | 0.02% | −5,421−56.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,286 | $500.2K | 0.06% | −3,761−46.7% | Reduced |
| Wealth Management Partners, LLC | 4,288 | $500.4K | 0.14% | +152+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 4,306 | $502.5K | 0.12% | −102−2.3% | Reduced |
| X-Square Capital, LLC | 4,311 | $503.0K | 0.16% | 00.0% | Unchanged |
| Kentucky Trust Co | 4,319 | $504.0K | 0.27% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,333 | $505.7K | 0.08% | −168−3.7% | Reduced |
| Southern Financial Group, LLC | 4,337 | $506.0K | 0.14% | +4,337 | New |
| Beirne Wealth Consulting Services, LLC | 4,339 | $506.3K | 0.15% | 00.0% | Unchanged |
| Indivisible Partners | 4,347 | $507.3K | 0.06% | +4,347 | New |
| Carnegie Capital Asset Management, LLC | 4,364 | $509.2K | 0.01% | +804+22.6% | Added |
| O'Rourke & Company, Inc | 4,381 | $511.2K | 0.20% | −120−2.7% | Reduced |
| SCS Capital Management LLC | 4,398 | $513.2K | 0.01% | +39+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 4,403 | $513.8K | 0.02% | 00.0% | Unchanged |
| Addison Capital Co | 4,403 | $513.9K | 0.13% | +277+6.7% | Added |
| Curated Wealth Partners LLC | 4,424 | $516.2K | 0.06% | +4,424 | New |
| Evercore Wealth Management, LLC | 4,426 | $516.5K | 0.01% | 00.0% | Unchanged |
| Tepp RIA, LLC | 4,428 | $516.7K | 0.51% | −9,001−67.0% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 4,582 | $516.9K | 0.12% | +2,099+84.5% | Added |
| Rothschild Investment LLC | 4,432 | $517.2K | 0.03% | +975+28.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,436 | $517.6K | 0.17% | −20−0.4% | Reduced |
| Apella Capital, LLC | 4,448 | $519.0K | 0.01% | +70+1.6% | Added |
| Palacios Wealth Management, LLC | 4,450 | $519.3K | 0.40% | −1,190−21.1% | Reduced |
| Werba Rubin Papier Wealth Management | 4,468 | $521.4K | 0.14% | +998+28.8% | Added |
| JFS Wealth Advisors, LLC | 4,468 | $521.4K | 0.03% | −510−10.2% | Reduced |
| Seamount Financial Group Inc | 4,483 | $523.1K | 0.24% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,500 | $525.1K | 0.01% | −405−8.3% | Reduced |
| Sassicaia Capital Advisers LLC | 4,500 | $525.1K | 1.15% | +4,500 | New |
| Pointe Capital Management LLC | 4,503 | $525.5K | 0.26% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,503 | $525.5K | 0.02% | +108+2.5% | Added |
| BIP Wealth, LLC | 4,506 | $525.8K | 0.02% | −25−0.6% | Reduced |