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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 7,673 | $895.3K | 0.03% | +319+4.3% | Added |
| First City Capital Management, Inc. | 7,668 | $894.8K | 0.47% | −92−1.2% | Reduced |
| Stephenson National Bank & Trust | 7,651 | $892.8K | 0.26% | −784−9.3% | Reduced |
| Parsons Capital Management Inc | 7,642 | $891.7K | 0.05% | −400−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,618 | $889.0K | 0.04% | −1,373−15.3% | Reduced |
| Jeppson Wealth Management, LLC | 7,598 | $886.6K | 0.28% | −11−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 7,572 | $883.6K | 0.15% | −48−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,565 | $882.8K | 0.08% | +7,565 | New |
| Delta Asset Management LLC | 7,554 | $881.4K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,551 | $881.2K | 0.05% | +105+1.4% | Added |
| Bryn Mawr Trust Co | 7,549 | $880.9K | 0.02% | −201−2.6% | Reduced |
| One Wealth Advisors, LLC | 7,543 | $880.2K | 0.11% | −93−1.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,530 | $878.7K | 0.02% | −5,500−42.2% | Reduced |
| Hickory Point Bank & Trust | 7,505 | $875.8K | 0.64% | 00.0% | Unchanged |
| 626 Financial, LLC | 7,492 | $874.2K | 0.38% | −1,136−13.2% | Reduced |
| Pursuit Wealth Management LLC | 7,476 | $872.4K | 0.75% | +7,476 | New |
| JM2 Capital Inc. | 7,463 | $870.9K | 0.70% | +7,463 | New |
| First National Bank | 7,450 | $869.3K | 0.46% | −725−8.9% | Reduced |
| Compagnie Lombard Odier SCmA | 7,406 | $864.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7,400 | $863.5K | 0.04% | +953+14.8% | Added |
| KCM Investment Advisors LLC | 7,393 | $862.7K | 0.03% | −860−10.4% | Reduced |
| CVA Family Office, LLC | 7,374 | $860.5K | 0.10% | −37−0.5% | Reduced |
| Larry Mathis Financial Planning, LLC | 7,367 | $859.7K | 0.76% | +7,367 | New |
| Harbour Investments, Inc. | 7,348 | $857.4K | 0.02% | +984+15.5% | Added |
| Aviance Capital Partners, LLC | 7,336 | $856.0K | 0.10% | +1,355+22.7% | Added |
| Acorn Financial Advisory Services Inc | 7,335 | $855.9K | 0.13% | +513+7.5% | Added |
| CFO4Life Group, LLC | 7,324 | $854.7K | 0.12% | +125+1.7% | Added |
| PDS Planning, Inc | 7,318 | $853.9K | 0.06% | +197+2.8% | Added |
| Joel Isaacson & Co., LLC | 7,309 | $852.9K | 0.03% | −235−3.1% | Reduced |
| Bingham Private Wealth, LLC | 7,260 | $847.2K | 0.73% | +7,260 | New |
| MBL Wealth, LLC | 7,247 | $845.7K | 0.07% | +3,753+107.4% | Added |
| TTP Investments, Inc. | 7,240 | $844.9K | 0.28% | +155+2.2% | Added |
| Pure Financial Advisors, Inc. | 7,221 | $842.6K | 0.01% | +1,307+22.1% | Added |
| Intrua Financial, LLC | 7,211 | $841.4K | 0.09% | −50−0.7% | Reduced |
| Brickwood Asset Management LLP | 7,205 | $840.8K | 0.58% | +927+14.8% | Added |
| Baader Bank INC | 7,208 | $840.7K | 0.07% | −294−3.9% | Reduced |
| Chilton Capital Management LLC | 7,197 | $839.8K | 0.03% | +27+0.4% | Added |
| Hills Bank & Trust Co | 7,194 | $839.5K | 0.05% | +354+5.2% | Added |
| Burke & Herbert Bank & Trust Co | 7,192 | $839.2K | 0.23% | +352+5.1% | Added |
| Global Trust Asset Management, LLC | 7,190 | $839.0K | 0.33% | +1,040+16.9% | Added |
| First PREMIER Bank | 7,191 | $839.0K | 0.19% | −728−9.2% | Reduced |
| AlTi Global, Inc. | 7,187 | $838.6K | 0.02% | +813+12.8% | Added |
| Integrity Financial Corp | 7,166 | $836.2K | 0.42% | +29+0.4% | Added |
| Alta Advisers Ltd | 7,164 | $836.0K | 0.30% | −2,200−23.5% | Reduced |
| Centiva Capital, LP | 7,155 | $834.9K | 0.05% | +7,155 | New |
| Sunbelt Securities, Inc. | 7,141 | $833.3K | 0.06% | −165−2.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,135 | $832.5K | 0.19% | +10.0% | Added |
| Horizon Kinetics Asset Management LLC | 7,089 | $827.2K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,087 | $827.0K | 0.03% | −237−3.2% | Reduced |
| West Family Investments, Inc. | 7,086 | $826.9K | 0.19% | −2,931−29.3% | Reduced |
| Affinity Investment Advisors, LLC | 7,084 | $826.6K | 0.55% | −909−11.4% | Reduced |
| Diversified Enterprises, LLC | 7,022 | $819.4K | 0.05% | +3,505+99.7% | Added |
| Harbor Investment Advisory, LLC | 7,012 | $818.2K | 0.06% | +4,216+150.8% | Added |
| 1248 Management, LLC | 6,976 | $814.0K | 0.44% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,968 | $813.1K | 0.37% | −102−1.4% | Reduced |
| SWS Partners | 6,960 | $812.2K | 0.20% | −97−1.4% | Reduced |
| USA Financial Portformulas Corp | 6,956 | $811.7K | 0.15% | −5,660−44.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,917 | $807.2K | 0.07% | +533+8.3% | Added |
| MLP3, LLC | 6,915 | $807.0K | 0.88% | +6,915 | New |
| Advisor Resource Council | 6,939 | $806.5K | 0.29% | +6,939 | New |
| SJS Investment Consulting Inc. | 6,895 | $804.6K | 0.10% | +895+14.9% | Added |
| Montecito Bank & Trust | 6,884 | $803.3K | 0.13% | +103+1.5% | Added |
| Modera Wealth Management, LLC | 6,873 | $802.1K | 0.01% | +165+2.5% | Added |
| Next Level Private LLC | 6,868 | $801.4K | 0.21% | −18−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,858 | $800.3K | 0.45% | −15−0.2% | Reduced |
| Elmwood Wealth Management, Inc. | 6,845 | $798.7K | 0.25% | +85+1.3% | Added |
| Colonial Trust Co | 6,841 | $798.3K | 0.11% | −32−0.5% | Reduced |
| Umpqua Bank | 6,795 | $792.9K | 0.22% | −856−11.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,890 | $790.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,756 | $788.4K | 0.02% | +964+16.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,750 | $787.7K | 0.23% | +6,750 | New |
| Marino, Stram & Associates LLC | 6,743 | $786.8K | 0.14% | −13−0.2% | Reduced |
| Nilsine Partners, LLC | 6,738 | $786.3K | 0.07% | +794+13.4% | Added |
| Family Legacy, Inc. | 6,737 | $786.1K | 0.24% | −45−0.7% | Reduced |
| Northbridge Financial Group, LLC | 6,708 | $782.7K | 0.35% | +6,708 | New |
| Fiducient Advisors LLC | 6,701 | $781.9K | 0.10% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 6,687 | $780.3K | 0.06% | +718+12.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6,686 | $780.2K | 0.19% | −700−9.5% | Reduced |
| Twelve Points Wealth Management LLC | 6,420 | $778.9K | 0.18% | −2,977−31.7% | Reduced |
| Capital Performance Advisors LLP | 6,630 | $773.7K | 0.05% | +595+9.9% | Added |
| Coign Capital Advisors LLC | 6,627 | $773.3K | 0.40% | +98+1.5% | Added |
| Simplicity Wealth,LLC | 6,623 | $772.8K | 0.05% | +705+11.9% | Added |
| Mount Vernon Associates Inc | 6,620 | $772.0K | 0.52% | −50−0.7% | Reduced |
| Gateway Investment Advisers LLC | 6,602 | $770.4K | 0.01% | +1,313+24.8% | Added |
| Sig Brokerage, LP | 6,602 | $770.4K | 0.26% | +6,602 | New |
| Capital Square, LLC | 6,592 | $769.2K | 0.39% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,564 | $766.0K | 0.14% | +5+0.1% | Added |
| Advisory Alpha, LLC | 6,498 | $758.4K | 0.02% | −2,223−25.5% | Reduced |
| TrueWealth Advisors, LLC | 6,471 | $755.1K | 0.20% | −316−4.7% | Reduced |
| Nicolet Bankshares Inc | 6,462 | $754.1K | 0.12% | +472+7.9% | Added |
| Resonant Capital Advisors, LLC | 6,457 | $753.5K | 0.04% | +110+1.7% | Added |
| Clark Capital Management Group, Inc. | 6,452 | $752.9K | 0.00% | +4,076+171.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 6,440 | $751.3K | 0.15% | +6,440 | New |
| Magnus Financial Group LLC | 6,436 | $751.0K | 0.06% | +429+7.1% | Added |
| Kestra Investment Management, LLC | 6,427 | $750.0K | 0.02% | +744+13.1% | Added |
| Richwood Investment Advisors, LLC | 6,101 | $748.5K | 0.54% | +289+5.0% | Added |
| Shepherd Financial Partners LLC | 6,407 | $747.7K | 0.07% | −229−3.5% | Reduced |
| TFR Capital, LLC. | 6,399 | $746.7K | 0.25% | −239−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 6,396 | $746.4K | 0.02% | −150−2.3% | Reduced |
| Vanguard Capital Wealth Advisors | 6,381 | $744.6K | 0.60% | +3,151+97.6% | Added |