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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 5,177 | $604.1K | 0.22% | −111−2.1% | Reduced |
| Wrapmanager Inc | 5,168 | $603.1K | 0.20% | −626−10.8% | Reduced |
| Rosenberg Matthew Hamilton | 5,153 | $601.3K | 0.12% | +197+4.0% | Added |
| Avaii Wealth Management, LLC | 5,153 | $601.3K | 0.22% | −166−3.1% | Reduced |
| Mission Wealth Management, LP | 5,144 | $600.3K | 0.01% | +527+11.4% | Added |
| Brown Financial Advisors | 5,140 | $599.8K | 0.22% | +5,140 | New |
| 71 West Capital Partners | 5,096 | $594.7K | 0.03% | +5,096 | New |
| 55 North Private Wealth, LLC | 5,080 | $592.7K | 0.16% | +5,080 | New |
| Whalen Wealth Management Inc. | 5,073 | $592.0K | 0.32% | +553+12.2% | Added |
| BTG Pactual Asset Management US LLC | 5,030 | $587.0K | 0.07% | −79−1.5% | Reduced |
| Basecamp Wealth Advisors LLC | 5,020 | $585.8K | 0.12% | +5,020 | New |
| Root Financial Partners, LLC | 5,011 | $584.8K | 0.03% | +571+12.9% | Added |
| Harbor Advisors LLC | 5,000 | $583.5K | 0.09% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,989 | $582.2K | 0.27% | +104+2.1% | Added |
| Sightline Wealth Advisors, LLC | 4,986 | $581.8K | 0.25% | +24+0.5% | Added |
| William B. Walkup & Associates, Inc. | 4,965 | $579.4K | 0.32% | +140+2.9% | Added |
| BCJ Capital Management, LLC | 4,952 | $577.8K | 0.03% | −42,343−89.5% | Reduced |
| Atlas Brown,Inc. | 4,948 | $577.4K | 0.17% | −83−1.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,908 | $572.7K | 0.01% | +80+1.7% | Added |
| Capital Markets Trading UK LLP | 4,905 | $572.0K | 0.69% | −27,008−84.6% | Reduced |
| Vicus Capital | 4,900 | $571.8K | 0.04% | −128−2.5% | Reduced |
| Perennial Investment Advisors, LLC | 4,894 | $571.2K | 0.05% | +57+1.2% | Added |
| Alta Wealth Advisors LLC | 4,878 | $569.2K | 0.19% | +250+5.4% | Added |
| Advisor OS, LLC | 4,859 | $567.0K | 0.05% | +27+0.6% | Added |
| North Star Asset Management Inc | 4,846 | $565.5K | 0.02% | −2,048−29.7% | Reduced |
| Invenio Wealth Partners LLC | 4,835 | $564.2K | 0.21% | +14+0.3% | Added |
| Sentry Investment Management LLC | 4,821 | $563.0K | 0.37% | 00.0% | Unchanged |
| FLC Capital Advisors | 4,818 | $562.2K | 0.10% | −408−7.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,809 | $561.0K | 0.13% | +1,039+27.6% | Added |
| Financial Engines Advisors L.L.C. | 4,807 | $560.9K | 0.00% | +320+7.1% | Added |
| Ariadne Wealth Management, LP | 5,004 | $559.2K | 0.23% | +437+9.6% | Added |
| Optimize Financial Inc | 4,791 | $559.1K | 0.28% | +68+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 4,782 | $558.0K | 0.10% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 4,781 | $557.9K | 0.03% | +754+18.7% | Added |
| Clear Creek Financial Management, LLC | 4,762 | $555.7K | 0.05% | +4,762 | New |
| Anchyra Partners LLC | 4,757 | $555.1K | 0.17% | +4,757 | New |
| Essex Savings Bank | 4,750 | $554.3K | 0.12% | +11+0.2% | Added |
| Claro Advisors LLC | 4,745 | $553.7K | 0.08% | +69+1.5% | Added |
| Main Street Research LLC | 4,740 | $553.1K | 0.03% | −154−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,724 | $551.3K | 0.01% | −524−10.0% | Reduced |
| Balboa Wealth Partners | 4,721 | $550.9K | 0.09% | +930+24.5% | Added |
| Cowa, LLC | 4,719 | $550.7K | 0.17% | −1,000−17.5% | Reduced |
| Confluence Wealth Services, Inc. | 4,707 | $549.3K | 0.02% | −89−1.9% | Reduced |
| Allen Capital Group, LLC | 4,690 | $547.3K | 0.05% | +233+5.2% | Added |
| First Heartland Consultants, Inc. | 4,664 | $544.2K | 0.04% | +5+0.1% | Added |
| waypoint wealth counsel | 4,653 | $543.0K | 0.20% | +375+8.8% | Added |
| Wellington Shields Capital Management, LLC | 4,639 | $541.4K | 0.08% | +10+0.2% | Added |
| Archer Investment Corp | 4,608 | $537.7K | 0.12% | −308−6.3% | Reduced |
| BOS Asset Management, LLC | 4,601 | $536.9K | 0.14% | −111−2.4% | Reduced |
| Myriad Asset Management US LP | 4,592 | $535.8K | 0.90% | −11,802−72.0% | Reduced |
| Chemistry Wealth Management LLC | 4,578 | $534.2K | 0.10% | −583−11.3% | Reduced |
| Tamar Securities, LLC | 4,569 | $533.2K | 0.06% | +476+11.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,565 | $532.7K | 0.13% | +2,565+128.3% | Added |
| Bay Capital Advisors, LLC | 4,558 | $531.9K | 0.32% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,545 | $530.4K | 0.17% | +104+2.3% | Added |
| Prostatis Group LLC | 4,531 | $528.7K | 0.13% | +4,531 | New |
| V-Square Quantitative Management LLC | 4,515 | $526.9K | 0.05% | −6,454−58.8% | Reduced |
| Integral Investment Advisors, Inc. | 4,513 | $526.6K | 0.13% | +2,459+119.7% | Added |
| Embree Financial Group | 4,511 | $526.4K | 0.06% | +427+10.5% | Added |
| BIP Wealth, LLC | 4,506 | $525.8K | 0.02% | −25−0.6% | Reduced |
| Becker Capital Management Inc | 4,503 | $525.5K | 0.02% | +108+2.5% | Added |
| Pointe Capital Management LLC | 4,503 | $525.5K | 0.26% | 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 |
| Seamount Financial Group Inc | 4,483 | $523.1K | 0.24% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,468 | $521.4K | 0.03% | −510−10.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,468 | $521.4K | 0.14% | +998+28.8% | Added |
| Palacios Wealth Management, LLC | 4,450 | $519.3K | 0.40% | −1,190−21.1% | Reduced |
| Apella Capital, LLC | 4,448 | $519.0K | 0.01% | +70+1.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,436 | $517.6K | 0.17% | −20−0.4% | Reduced |
| Rothschild Investment LLC | 4,432 | $517.2K | 0.03% | +975+28.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 4,582 | $516.9K | 0.12% | +2,099+84.5% | Added |
| Tepp RIA, LLC | 4,428 | $516.7K | 0.51% | −9,001−67.0% | Reduced |
| Evercore Wealth Management, LLC | 4,426 | $516.5K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4,424 | $516.2K | 0.06% | +4,424 | New |
| Addison Capital Co | 4,403 | $513.9K | 0.13% | +277+6.7% | Added |
| Beacon Investment Advisory Services, Inc. | 4,403 | $513.8K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 4,398 | $513.2K | 0.01% | +39+0.9% | Added |
| O'Rourke & Company, Inc | 4,381 | $511.2K | 0.20% | −120−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,364 | $509.2K | 0.01% | +804+22.6% | Added |
| Indivisible Partners | 4,347 | $507.3K | 0.06% | +4,347 | New |
| Beirne Wealth Consulting Services, LLC | 4,339 | $506.3K | 0.15% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 4,337 | $506.0K | 0.14% | +4,337 | New |
| Tarbox Family Office, Inc. | 4,333 | $505.7K | 0.08% | −168−3.7% | Reduced |
| Kentucky Trust Co | 4,319 | $504.0K | 0.27% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,311 | $503.0K | 0.16% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,306 | $502.5K | 0.12% | −102−2.3% | Reduced |
| Wealth Management Partners, LLC | 4,288 | $500.4K | 0.14% | +152+3.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,286 | $500.2K | 0.06% | −3,761−46.7% | Reduced |
| Integrity Alliance, LLC. | 4,260 | $497.1K | 0.02% | −5,421−56.0% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $494.5K | 0.02% | 00.0% | Unchanged |
| Marble Wealth, LLC | 4,232 | $493.8K | 0.07% | +4,232 | New |
| Baron Wealth Management LLC | 4,213 | $491.6K | 0.15% | +848+25.2% | Added |
| Greenfield Savings Bank | 4,208 | $491.0K | 0.21% | −175−4.0% | Reduced |
| Roble, Belko & Company, Inc | 4,204 | $491.0K | 0.06% | +202+5.0% | Added |
| Kercheville Advisors, LLC | 4,245 | $491.0K | 0.13% | +4,245 | New |
| Associated Banc-Corp | 4,203 | $490.4K | 0.01% | −75−1.8% | Reduced |
| Stablepoint Partners, LLC | 4,200 | $490.1K | 0.08% | −525−11.1% | Reduced |
| GSB Wealth Management, LLC | 4,178 | $487.6K | 0.11% | +96+2.4% | Added |
| Bluesphere Advisors, LLC | 4,162 | $485.6K | 0.21% | −31−0.7% | Reduced |