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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 17,053 | $1.99M | 0.28% | −288−1.7% | Reduced |
| Norden Group LLC | 16,907 | $1.97M | 0.19% | −1,356−7.4% | Reduced |
| LRI Investments, LLC | 16,875 | $1.97M | 0.16% | −661−3.8% | Reduced |
| Wright Investors Service Inc | 16,788 | $1.96M | 0.59% | −216−1.3% | Reduced |
| Stableford Capital II LLC | 16,777 | $1.96M | 0.71% | +2,617+18.5% | Added |
| Eagle Global Advisors LLC | 16,750 | $1.95M | 0.07% | +100+0.6% | Added |
| Independence Bank of Kentucky | 16,719 | $1.95M | 0.24% | +2,840+20.5% | Added |
| Capstone Investment Advisors, LLC | 16,654 | $1.94M | 0.02% | −554,069−97.1% | Reduced |
| Change Path, LLC | 16,636 | $1.94M | 0.05% | −157−0.9% | Reduced |
| Arjuna Capital | 16,616 | $1.94M | 0.48% | +29+0.2% | Added |
| Birchbrook, Inc. | 16,614 | $1.94M | 0.97% | −750−4.3% | Reduced |
| Aprio Wealth Management, LLC | 13,788 | $1.94M | 0.11% | +3,323+31.8% | Added |
| Hilltop Holdings Inc. | 16,568 | $1.93M | 0.12% | −1,485−8.2% | Reduced |
| VELA Investment Management, LLC | 16,504 | $1.93M | 0.52% | −5,528−25.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,500 | $1.93M | 0.94% | −500−2.9% | Reduced |
| Cardinal Point Capital Management, ULC | 16,439 | $1.92M | 0.13% | −1,068−6.1% | Reduced |
| Melfa Wealth Management, LLC | 16,434 | $1.92M | 1.11% | −32−0.2% | Reduced |
| Dark Forest Capital Management LP | 16,408 | $1.91M | 0.09% | −33,569−67.2% | Reduced |
| Secured Retirement Advisors, LLC | 16,254 | $1.90M | 1.06% | +583+3.7% | Added |
| Avestar Capital, LLC | 16,244 | $1.90M | 0.13% | +73+0.5% | Added |
| Regions Financial Corp | 16,224 | $1.89M | 0.01% | −3,392−17.3% | Reduced |
| Berkeley Capital Partners, LLC | 16,109 | $1.88M | 0.44% | −1,482−8.4% | Reduced |
| Donoghue Forlines LLC | 16,037 | $1.87M | 0.58% | −21,678−57.5% | Reduced |
| SeaCrest Wealth Management, LLC | 15,411 | $1.87M | 0.19% | +97+0.6% | Added |
| Portfolio Design Labs, LLC | 15,958 | $1.86M | 0.31% | +996+6.7% | Added |
| United Bank | 15,852 | $1.85M | 0.63% | +1,037+7.0% | Added |
| Boyar Asset Management Inc. | 15,806 | $1.84M | 1.17% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15,802 | $1.84M | 0.32% | −393−2.4% | Reduced |
| Maven Securities LTD | 15,773 | $1.84M | 0.23% | +15,773 | New |
| Riverbend Wealth Management, LLC | 15,691 | $1.83M | 1.15% | +570+3.8% | Added |
| Generation Capital Management LLC | 15,680 | $1.83M | 1.19% | +100+0.6% | Added |
| Mosley Wealth Management | 18,913 | $1.83M | 0.84% | +18,913 | New |
| Ameritas Advisory Services, LLC | 15,669 | $1.83M | 0.07% | +11,959+322.3% | Added |
| Hobbs Group Advisors, LLC | 15,592 | $1.82M | 0.55% | +1,786+12.9% | Added |
| Whittier Trust Co of Nevada Inc | 14,847 | $1.82M | 0.04% | +1,675+12.7% | Added |
| Paragon Capital Management LLC | 15,551 | $1.81M | 0.92% | −2,470−13.7% | Reduced |
| Richard Bernstein Advisors LLC | 15,505 | $1.81M | 0.05% | −1,839−10.6% | Reduced |
| Syon Capital LLC | 15,449 | $1.80M | 0.09% | +2,977+23.9% | Added |
| Clarius Group, LLC | 15,439 | $1.80M | 0.10% | +87+0.6% | Added |
| Shelton Wealth Management, LLC | 15,288 | $1.78M | 0.78% | +949+6.6% | Added |
| Benjamin Edwards Inc | 15,230 | $1.78M | 0.02% | +4,579+43.0% | Added |
| Widmann Financial Services, Inc. | 15,221 | $1.78M | 1.09% | −477−3.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,199 | $1.77M | 0.09% | +3,643+31.5% | Added |
| Daytona Street Capital LLC | 15,118 | $1.76M | 1.44% | +15,118 | New |
| Ransom Advisory, Ltd | 15,114 | $1.76M | 0.69% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 15,073 | $1.76M | 0.65% | +143+1.0% | Added |
| CX Institutional | 15,053 | $1.76M | 0.05% | +233+1.6% | Added |
| Measured Wealth Private Client Group, LLC | 15,032 | $1.75M | 0.46% | −1,050−6.5% | Reduced |
| Oxford Asset Management LLP | 14,906 | $1.74M | 0.61% | −17,285−53.7% | Reduced |
| Winthrop Capital Management, LLC | 14,890 | $1.74M | 0.41% | −526−3.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,867 | $1.73M | 0.05% | −10,852−42.2% | Reduced |
| Umb Bank N A | 14,802 | $1.73M | 0.02% | −556−3.6% | Reduced |
| 3Chopt Investment Partners, LLC | 14,763 | $1.72M | 0.39% | −437−2.9% | Reduced |
| Excalibur Management Corp | 14,697 | $1.71M | 0.62% | +24+0.2% | Added |
| Arvest Bank Trust Division | 14,653 | $1.71M | 0.09% | +3,390+30.1% | Added |
| Somerset Trust Co | 14,631 | $1.71M | 0.52% | +76+0.5% | Added |
| World Equity Group, Inc. | 14,598 | $1.70M | 0.48% | −3,891−21.0% | Reduced |
| David Loasby | 14,398 | $1.69M | 0.11% | +3,972+38.1% | Added |
| OpenArc Corporate Advisory, LLC | 14,496 | $1.69M | 0.03% | +14,496 | New |
| First Citizens Bank & Trust Co | 14,490 | $1.69M | 0.04% | +2,519+21.0% | Added |
| Owen LaRue, LLC | 14,350 | $1.67M | 0.64% | +14,350 | New |
| Qtron Investments LLC | 14,340 | $1.67M | 0.22% | −606−4.1% | Reduced |
| CSS LLC | 14,298 | $1.67M | 0.09% | −1,500−9.5% | Reduced |
| Dakota Wealth Management | 14,296 | $1.67M | 0.03% | −2,707−15.9% | Reduced |
| Shrier Wealth Management, LLC | 14,282 | $1.67M | 0.66% | +14,282 | New |
| NVWM, LLC | 14,250 | $1.66M | 0.36% | −283−1.9% | Reduced |
| Sippican Capital Advisors | 14,237 | $1.66M | 1.07% | −13,578−48.8% | Reduced |
| Venturi Wealth Management, LLC | 14,178 | $1.65M | 0.07% | −2,045−12.6% | Reduced |
| Sigma Planning Corp | 14,070 | $1.64M | 0.05% | −1,047−6.9% | Reduced |
| Ethos Capital Management, Inc. | 14,061 | $1.64M | 1.55% | +14,061 | New |
| Portside Wealth Group, LLC | 13,964 | $1.63M | 0.22% | −673−4.6% | Reduced |
| Evoke Wealth, LLC | 13,952 | $1.63M | 0.03% | +2,523+22.1% | Added |
| Citizens & Northern Corp | 13,930 | $1.63M | 0.40% | +13,930 | New |
| Moneta Group Investment Advisors LLC | 13,919 | $1.62M | 0.01% | +3,527+33.9% | Added |
| First Commonwealth Financial Corp | 13,913 | $1.62M | 0.27% | +775+5.9% | Added |
| Prasad Wealth Partners, LLC | 13,905 | $1.62M | 0.43% | −540−3.7% | Reduced |
| MWA Asset Management | 13,886 | $1.62M | 0.90% | +130+0.9% | Added |
| Ruffer LLP | 13,850 | $1.62M | 0.07% | −7,120−34.0% | Reduced |
| Moors & Cabot, Inc. | 13,777 | $1.61M | 0.07% | +589+4.5% | Added |
| Checchi Capital Advisers, LLC | 13,746 | $1.60M | 0.11% | −58−0.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 13,727 | $1.60M | 0.13% | +2,961+27.5% | Added |
| Schnieders Capital Management, LLC. | 13,705 | $1.60M | 0.25% | +350+2.6% | Added |
| Larson Financial Group LLC | 13,678 | $1.60M | 0.05% | −259−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 13,581 | $1.58M | 0.11% | +696+5.4% | Added |
| Conning Inc. | 13,570 | $1.58M | 0.05% | −782−5.4% | Reduced |
| Bayview Asset Management, LLC | 13,500 | $1.58M | 1.42% | −4,000−22.9% | Reduced |
| DKRT Investments Corp. | 13,500 | $1.58M | 0.45% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,410 | $1.56M | 0.08% | +827+6.6% | Added |
| Private Trust Co NA | 13,373 | $1.56M | 0.14% | −858−6.0% | Reduced |
| Daymark Wealth Partners, LLC | 13,359 | $1.56M | 0.05% | +55+0.4% | Added |
| Edmp, Inc. | 13,345 | $1.56M | 1.28% | +3,582+36.7% | Added |
| Crestwood Advisors Group LLC | 13,286 | $1.55M | 0.03% | +3,328+33.4% | Added |
| Summit Global Investments | 13,281 | $1.55M | 0.09% | +8,882+201.9% | Added |
| Fulton Bank, N.A. | 13,281 | $1.55M | 0.05% | +1,394+11.7% | Added |
| Carson Advisory Inc. | 13,250 | $1.55M | 0.80% | −1,235−8.5% | Reduced |
| Haverford Trust Co | 13,203 | $1.54M | 0.01% | +843+6.8% | Added |
| Mattson Financial Services, LLC | 13,186 | $1.54M | 0.36% | +9,267+236.5% | Added |
| Connective Portfolio Management, LLC | 13,185 | $1.54M | 2.77% | −10,000−43.1% | Reduced |
| HBK Sorce Advisory LLC | 12,526 | $1.54M | 0.04% | +143+1.2% | Added |
| Philadelphia Trust Co | 13,128 | $1.53M | 0.11% | −107−0.8% | Reduced |