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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 9,979 | $1.16M | 0.07% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 9,970 | $1.16M | 0.57% | +9,970 | New |
| Alteri Wealth LLC | 9,966 | $1.16M | 0.38% | +990+11.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,942 | $1.16M | 0.25% | +53+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,923 | $1.15M | 0.01% | −3,188−24.3% | Reduced |
| Goldstone Financial Group, LLC | 9,761 | $1.14M | 0.13% | +425+4.6% | Added |
| Interchange Capital Partners, LLC | 9,754 | $1.14M | 0.21% | +5,662+138.4% | Added |
| Mayflower Financial Advisors, LLC | 9,695 | $1.13M | 0.14% | +375+4.0% | Added |
| Cabot Wealth Management Inc | 9,675 | $1.13M | 0.12% | +57+0.6% | Added |
| Wesbanco Bank Inc | 9,672 | $1.13M | 0.03% | +923+10.5% | Added |
| Kera Capital Partners, Inc. | 9,732 | $1.13M | 0.14% | +2,051+26.7% | Added |
| Csenge Advisory Group | 9,623 | $1.12M | 0.05% | +29+0.3% | Added |
| Navellier & Associates Inc | 9,614 | $1.12M | 0.13% | −4,650−32.6% | Reduced |
| AdvisorNet Financial, Inc | 9,611 | $1.12M | 0.06% | −221−2.2% | Reduced |
| Frec Markets, Inc. | 9,536 | $1.11M | 0.33% | +9,536 | New |
| Audent Global Asset Management, LLC | 9,519 | $1.11M | 0.70% | +1,317+16.1% | Added |
| Black Swift Group, LLC | 9,500 | $1.11M | 0.18% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 9,470 | $1.11M | 0.26% | +4,413+87.3% | Added |
| Childress Capital Advisors, LLC | 9,446 | $1.10M | 0.18% | +1,081+12.9% | Added |
| Flagship Harbor Advisors, LLC | 9,445 | $1.10M | 0.05% | +1,543+19.5% | Added |
| Gleason Group, Inc. | 9,435 | $1.10M | 0.11% | +56+0.6% | Added |
| Curry Webb Wealth Management LLC | 9,421 | $1.10M | 0.55% | +9,421 | New |
| Redwood Investment Management, LLC | 9,403 | $1.10M | 0.12% | +9,403 | New |
| Harmony Asset Management LLC | 9,399 | $1.10M | 0.37% | −1,918−16.9% | Reduced |
| L2 Asset Management, LLC | 9,391 | $1.10M | 0.15% | +406+4.5% | Added |
| Sheets Smith Wealth Management | 9,382 | $1.09M | 0.12% | +110+1.2% | Added |
| Urban Wealth Management, LLC | 9,381 | $1.09M | 1.02% | +9,381 | New |
| Persistent Asset Partners Ltd | 9,356 | $1.09M | 0.52% | −2,010−17.7% | Reduced |
| Dynamic Advisor Solutions LLC | 9,323 | $1.09M | 0.03% | −563−5.7% | Reduced |
| Thrive Wealth Management, LLC | 9,296 | $1.08M | 0.16% | +24+0.3% | Added |
| BlueChip Wealth Advisors LLC | 9,206 | $1.07M | 0.45% | +345+3.9% | Added |
| Bridgewater Advisors Inc. | 9,426 | $1.07M | 0.07% | +307+3.4% | Added |
| Choate Investment Advisors | 9,191 | $1.07M | 0.02% | +244+2.7% | Added |
| BankPlus Trust Department | 9,180 | $1.07M | 0.28% | +1,698+22.7% | Added |
| Herold Advisors, Inc. | 9,161 | $1.07M | 0.24% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 8,983 | $1.07M | 0.37% | −117−1.3% | Reduced |
| Keel Point, LLC | 9,132 | $1.07M | 0.06% | −213−2.3% | Reduced |
| Guardian Investment Management | 9,113 | $1.06M | 0.85% | −362−3.8% | Reduced |
| Arvest Investments, Inc. | 9,105 | $1.06M | 0.15% | +1,586+21.1% | Added |
| Polymer Capital Management (US) LLC | 9,103 | $1.06M | 0.14% | −19,477−68.1% | Reduced |
| Manchester Capital Management LLC | 9,035 | $1.05M | 0.14% | +19+0.2% | Added |
| Nwam LLC | 9,089 | $1.05M | 0.06% | −183−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,961 | $1.05M | 0.01% | +724+8.8% | Added |
| Gillespie Robinson & Grimm Inc | 8,920 | $1.04M | 0.07% | +8,920 | New |
| Massmutual Trust Co FSB | 8,873 | $1.04M | 0.03% | +144+1.6% | Added |
| Tyche Wealth Partners LLC | 8,847 | $1.03M | 0.16% | +884+11.1% | Added |
| Wealth Alliance | 8,839 | $1.03M | 0.10% | −880−9.1% | Reduced |
| Coastal Bridge Advisors, LLC | 8,831 | $1.03M | 0.08% | −35−0.4% | Reduced |
| 49 Wealth Management, LLC | 8,825 | $1.03M | 0.08% | +522+6.3% | Added |
| SummitTX Capital, L.P. | 8,824 | $1.03M | 0.03% | +6,288+247.9% | Added |
| Trust Point Inc. | 8,802 | $1.03M | 0.08% | −34−0.4% | Reduced |
| WSFS Capital Management, LLC | 8,742 | $1.02M | 0.05% | +272+3.2% | Added |
| Intellectus Partners, LLC | 8,711 | $1.02M | 0.20% | +350+4.2% | Added |
| Storgate, LLC | 8,704 | $1.02M | 0.83% | +8,704 | New |
| Visionary Wealth Advisors | 8,690 | $1.01M | 0.05% | +5+0.1% | Added |
| Anchor Investment Management, LLC | 8,657 | $1.01M | 0.08% | −497−5.4% | Reduced |
| United Community Bank | 8,642 | $1.01M | 0.38% | +70+0.8% | Added |
| Ofc Financial Planning, LLC | 8,632 | $1.01M | 0.96% | +496+6.1% | Added |
| Powell Investment Advisors, LLC | 8,628 | $1.01M | 0.35% | 00.0% | Unchanged |
| Marco Investment Management LLC | 8,579 | $1.00M | 0.08% | −1,000−10.4% | Reduced |
| Continuum Advisory, LLC | 8,558 | $998.6K | 0.10% | +907+11.9% | Added |
| LVW Advisors, LLC | 8,540 | $996.5K | 0.10% | +6,222+268.4% | Added |
| Dearborn Partners LLC | 8,516 | $993.7K | 0.05% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,483 | $989.8K | 0.01% | +809+10.5% | Added |
| Leo Wealth, LLC | 8,443 | $985.2K | 0.07% | +496+6.2% | Added |
| Carnegie Lake Advisors LLC | 8,388 | $978.8K | 0.37% | −2,715−24.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,383 | $978.0K | 0.24% | +414+5.2% | Added |
| Focused Alpha, LLC | 8,322 | $971.1K | 0.29% | +8,322 | New |
| SkyView Investment Advisors, LLC | 8,314 | $970.0K | 0.12% | −593−6.7% | Reduced |
| Kennedy Investment Group | 8,267 | $964.7K | 0.36% | +3,627+78.2% | Added |
| Themes Management Co LLC | 8,232 | $960.6K | 0.76% | +8,232 | New |
| Bank Hapoalim BM | 8,220 | $959.0K | 0.08% | −218−2.6% | Reduced |
| Beacon Financial Advisory LLC | 8,204 | $957.3K | 0.22% | −186−2.2% | Reduced |
| Waddell & Associates, LLC | 8,165 | $952.7K | 0.06% | +2,181+36.4% | Added |
| VestGen Advisors, LLC | 8,156 | $951.7K | 0.04% | −715−8.1% | Reduced |
| VisionPoint Advisory Group, LLC | 8,154 | $951.5K | 0.19% | +202+2.5% | Added |
| Aviso Wealth Management | 8,151 | $951.2K | 0.40% | +453+5.9% | Added |
| Mather Group, LLC. | 8,140 | $949.9K | 0.01% | +808+11.0% | Added |
| Gibbs Wealth Management | 7,805 | $946.9K | 0.23% | −1,610−17.1% | Reduced |
| Quotient Wealth Partners, LLC | 8,106 | $945.9K | 0.03% | +200+2.5% | Added |
| Adirondack Trust Co | 8,077 | $942.5K | 0.31% | −54−0.7% | Reduced |
| Asset Planning,Inc | 8,070 | $941.7K | 0.66% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 8,036 | $937.9K | 0.26% | +201+2.6% | Added |
| BSW Wealth Partners | 8,028 | $936.8K | 0.11% | −19−0.2% | Reduced |
| Brave Asset Management Inc | 8,024 | $936.3K | 0.22% | −1,000−11.1% | Reduced |
| Parcion Private Wealth LLC | 8,021 | $936.0K | 0.06% | +1,671+26.3% | Added |
| Total Wealth Planning & Management, Inc. | 8,009 | $934.6K | 0.74% | +8,009 | New |
| Coastwise Capital Group, LLC | 8,003 | $933.8K | 0.47% | −769−8.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,998 | $933.2K | 0.06% | −397−4.7% | Reduced |
| MCF Advisors LLC | 7,868 | $918.1K | 0.05% | +544+7.4% | Added |
| Caerus Investment Advisors, LLC | 7,849 | $915.9K | 0.31% | +1,327+20.3% | Added |
| Syverson Strege & Co | 7,846 | $915.5K | 0.22% | +115+1.5% | Added |
| Exencial Wealth Advisors, LLC | 7,785 | $908.4K | 0.03% | +693+9.8% | Added |
| Jmac Enterprises LLC | 7,704 | $899.0K | 0.17% | +4,200+119.9% | Added |
| Retireful, LLC | 7,667 | $898.6K | 1.13% | −66−0.9% | Reduced |
| Advyzon Investment Management, LLC | 7,701 | $898.6K | 0.10% | +3,302+75.1% | Added |
| Rare Wolf Capital LLC | 7,691 | $897.5K | 0.56% | +7,691 | New |
| Investors Asset Management of Georgia Inc | 7,690 | $897.4K | 0.37% | −35−0.5% | Reduced |
| US Asset Management LLC | 7,689 | $897.2K | 0.73% | −68−0.9% | Reduced |
| NorthRock Partners, LLC | 7,674 | $895.6K | 0.02% | −16,018−67.6% | Reduced |