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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 13,127 | $1.53M | 0.06% | +847+6.9% | Added |
| Brian Low Financial Group, LLC | 13,116 | $1.53M | 1.08% | +846+6.9% | Added |
| Intact Investment Management Inc. | 13,100 | $1.53M | 0.04% | −38,700−74.7% | Reduced |
| Journey Strategic Wealth LLC | 13,087 | $1.53M | 0.04% | +498+4.0% | Added |
| Kovack Advisors, Inc. | 13,064 | $1.52M | 0.07% | +7,801+148.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,034 | $1.52M | 0.06% | −700−5.1% | Reduced |
| Capula Management Ltd | 12,901 | $1.51M | 0.01% | +10,207+378.9% | Added |
| Michels Family Financial, LLC | 12,768 | $1.49M | 1.09% | −545−4.1% | Reduced |
| Verdence Capital Advisors LLC | 12,730 | $1.49M | 0.09% | +1,394+12.3% | Added |
| Concord Wealth Partners | 12,670 | $1.48M | 0.19% | +39+0.3% | Added |
| Frank, Rimerman Advisors LLC | 12,659 | $1.48M | 0.09% | −49−0.4% | Reduced |
| Fisher Funds Management LTD | 12,635 | $1.48M | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 12,611 | $1.47M | 0.09% | −682−5.1% | Reduced |
| Oakmont Investment Advisors, Inc. | 12,601 | $1.47M | 1.08% | +12,601 | New |
| Sargent Investment Group, LLC | 12,513 | $1.46M | 0.18% | +12,513 | New |
| Birmingham Capital Management Co Inc | 12,500 | $1.46M | 0.64% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 12,500 | $1.46M | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 12,485 | $1.46M | 0.07% | −1,575−11.2% | Reduced |
| Optas, LLC | 12,476 | $1.46M | 0.23% | +7,528+152.1% | Added |
| Seelaus Asset Management LLC | 12,470 | $1.46M | 1.15% | −149−1.2% | Reduced |
| RMB Capital Management, LLC | 12,462 | $1.45M | 0.03% | +10,091+425.6% | Added |
| Waterfront Wealth Inc. | 12,559 | $1.44M | 0.27% | −9,265−42.5% | Reduced |
| Sowell Financial Services LLC | 12,375 | $1.44M | 0.05% | +161+1.3% | Added |
| Personal Cfo Solutions, LLC | 12,369 | $1.44M | 0.23% | +1,073+9.5% | Added |
| Concord Asset Management, LLC | 12,306 | $1.44M | 0.25% | −49−0.4% | Reduced |
| Pitcairn Wealth Advisors LLC | 12,294 | $1.43M | 0.13% | +12,294 | New |
| Fidelis Capital Partners, LLC | 12,286 | $1.43M | 0.10% | +906+8.0% | Added |
| Sivia Capital Partners, LLC | 12,231 | $1.43M | 0.29% | +1,753+16.7% | Added |
| Centaurus Financial, Inc. | 12,206 | $1.42M | 0.07% | +2,959+32.0% | Added |
| SageView Advisory Group, LLC | 12,187 | $1.42M | 0.05% | +796+7.0% | Added |
| Tevis Investment Management | 13,989 | $1.42M | 0.85% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 12,158 | $1.42M | 0.05% | +2,659+28.0% | Added |
| Sterling Investment Counsel, LLC | 13,449 | $1.41M | 0.41% | +3,836+39.9% | Added |
| Longfellow Investment Management Co LLC | 12,084 | $1.41M | 0.32% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,059 | $1.41M | 0.11% | −48−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 12,057 | $1.41M | 0.13% | −626−4.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 12,000 | $1.40M | 0.06% | +12,000 | New |
| Wealth Effects LLC | 11,980 | $1.40M | 0.44% | −4,482−27.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,948 | $1.39M | 0.60% | +425+3.7% | Added |
| Fort Sheridan Advisors LLC | 11,914 | $1.39M | 0.18% | +177+1.5% | Added |
| Colonial River Wealth Management, LLC | 11,894 | $1.39M | 0.49% | +1,249+11.7% | Added |
| Waterloo Capital, L.P. | 11,892 | $1.39M | 0.10% | +725+6.5% | Added |
| Solitude Financial Services | 11,890 | $1.39M | 0.46% | −210−1.7% | Reduced |
| Tower Trust & Investment Co | 11,877 | $1.39M | 0.87% | +38+0.3% | Added |
| GM Advisory Group, Inc. | 11,872 | $1.39M | 0.05% | +731+6.6% | Added |
| EJF Capital LLC | 11,807 | $1.38M | 0.78% | −5,528−31.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 11,800 | $1.38M | 0.10% | +173+1.5% | Added |
| Sentinus, LLC | 11,759 | $1.37M | 0.13% | +9,756+487.1% | Added |
| Future Fund LLC | 11,732 | $1.37M | 0.48% | −1,596−12.0% | Reduced |
| KMG Fiduciary Partners, LLC | 11,656 | $1.36M | 0.10% | +1,140+10.8% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 11,635 | $1.36M | 0.72% | +11,635 | New |
| Washington Trust Bank | 11,595 | $1.35M | 0.09% | +138+1.2% | Added |
| LGT Fund Management Co Ltd. | 11,539 | $1.35M | 0.11% | −21,549−65.1% | Reduced |
| Athena Wealth Management, LLC | 11,423 | $1.33M | 1.30% | +11,423 | New |
| Catalytic Wealth RIA, LLC | 11,390 | $1.33M | 0.05% | −24,077−67.9% | Reduced |
| Grandview Asset Management LLC | 11,327 | $1.32M | 0.36% | +1,109+10.9% | Added |
| Asset Dedication, LLC | 11,302 | $1.32M | 0.09% | −1,166−9.4% | Reduced |
| Triangle Securities Wealth Management | 11,282 | $1.32M | 0.28% | −93−0.8% | Reduced |
| BKM Wealth Management, LLC | 11,282 | $1.32M | 0.48% | −422−3.6% | Reduced |
| Power Wealth Management LLC | 11,276 | $1.32M | 0.46% | −718−6.0% | Reduced |
| Cito Capital Group, LLC | 11,151 | $1.30M | 0.38% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 11,141 | $1.30M | 0.44% | −110−1.0% | Reduced |
| Meyer Handelman Co | 11,025 | $1.29M | 0.04% | −5,500−33.3% | Reduced |
| Royal Fund Management, LLC | 11,159 | $1.28M | 0.12% | +1,745+18.5% | Added |
| Angel Oak Capital Advisors, LLC | 11,000 | $1.28M | 1.87% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10,998 | $1.28M | 0.16% | +26+0.2% | Added |
| IKE Capital, LLC | 10,976 | $1.28M | 1.11% | +10,976 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,888 | $1.27M | 0.15% | +10.0% | Added |
| Traub Capital Management LLC | 10,852 | $1.27M | 1.22% | −209−1.9% | Reduced |
| Compass Wealth Management LLC | 10,849 | $1.27M | 0.32% | −650−5.7% | Reduced |
| Johnson Investment Counsel Inc | 10,788 | $1.26M | 0.01% | −2,288−17.5% | Reduced |
| Western Wealth Management, LLC | 10,758 | $1.26M | 0.06% | −421−3.8% | Reduced |
| FNY Investment Advisers, LLC | 10,750 | $1.25M | 0.36% | +636+6.3% | Added |
| Versant Capital Management, Inc | 10,668 | $1.24M | 0.16% | −2,314−17.8% | Reduced |
| Parkside Financial Bank & Trust | 10,633 | $1.24M | 0.09% | +251+2.4% | Added |
| Alpha Cubed Investments, LLC | 10,627 | $1.24M | 0.04% | +443+4.3% | Added |
| Bridges Investment Management Inc | 10,621 | $1.24M | 0.02% | +321+3.1% | Added |
| McMillan Office, Inc. | 10,619 | $1.24M | 0.15% | +10,619 | New |
| Grimes & Company, Inc. | 10,578 | $1.23M | 0.03% | +2,996+39.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 10,535 | $1.23M | 0.01% | −1,994−15.9% | Reduced |
| Hollencrest Capital Management | 10,513 | $1.23M | 0.04% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.23M | 0.30% | +10,500 | New |
| Quadcap Wealth Management, LLC | 10,493 | $1.22M | 0.14% | −306−2.8% | Reduced |
| Silver Oak Securities, Inc | 10,424 | $1.22M | 0.08% | −506−4.6% | Reduced |
| Rossmore Private Capital | 10,466 | $1.22M | 0.11% | +449+4.5% | Added |
| Xxi Wealth, LLC | 10,426 | $1.22M | 0.74% | +10,426 | New |
| North Star Investment Management Corp. | 10,419 | $1.22M | 0.08% | +2,937+39.3% | Added |
| Cornerstone Wealth Management, LLC | 10,393 | $1.21M | 0.06% | +87+0.8% | Added |
| LifePlan Financial, LLC | 10,383 | $1.21M | 0.93% | −1,156−10.0% | Reduced |
| Westside Investment Management, Inc. | 10,325 | $1.21M | 0.19% | +72+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 10,330 | $1.21M | 0.06% | +572+5.9% | Added |
| Inceptionr LLC | 10,328 | $1.21M | 0.33% | −3,710−26.4% | Reduced |
| Field & Main Bank | 10,233 | $1.19M | 0.34% | +100+1.0% | Added |
| LVZ Advisors, Inc. | 10,191 | $1.19M | 0.13% | −607−5.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,157 | $1.19M | 0.02% | +10,157 | New |
| Permanent Capital Management, LP | 10,148 | $1.18M | 0.23% | −2,053−16.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,125 | $1.18M | 0.47% | −99−1.0% | Reduced |
| Diversify Wealth Management, LLC | 10,151 | $1.18M | 0.06% | +429+4.4% | Added |
| Severin Investments, LLC | 10,044 | $1.17M | 1.04% | −56−0.6% | Reduced |
| Par Capital Management Inc | 10,000 | $1.17M | 0.03% | 00.0% | Unchanged |