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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 4,160 | $485.5K | 0.13% | +437+11.7% | Added |
| Lantz Financial LLC | 4,155 | $484.9K | 0.10% | −148−3.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,148 | $484.0K | 0.01% | +4,148 | New |
| Waldron Private Wealth LLC | 4,132 | $482.2K | 0.02% | −703−14.5% | Reduced |
| Westover Capital Advisors, LLC | 4,112 | $479.8K | 0.09% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 4,111 | $479.7K | 0.36% | −63−1.5% | Reduced |
| Pingora Partners LLC | 4,100 | $478.4K | 0.29% | 00.0% | Unchanged |
| KWB Wealth | 4,095 | $477.8K | 0.05% | +4,095 | New |
| Applied Capital LLC | 4,094 | $477.7K | 0.33% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,085 | $476.7K | 0.05% | −904−18.1% | Reduced |
| Flatrock Wealth Partners LLC | 4,081 | $476.2K | 0.23% | +4,081 | New |
| Third View Private Wealth, LLC | 4,077 | $475.7K | 0.06% | +4,077 | New |
| Keudell/Morrison Wealth Management | 4,076 | $475.7K | 0.10% | +4,076 | New |
| Legacy Solutions, LLC | 4,069 | $474.8K | 0.42% | +22+0.5% | Added |
| Worth Asset Management, LLC | 4,061 | $473.9K | 0.20% | −12,755−75.9% | Reduced |
| Gryphon Financial Partners LLC | 4,052 | $472.8K | 0.05% | +145+3.7% | Added |
| McAdam, LLC | 4,041 | $471.6K | 0.02% | +482+13.5% | Added |
| Principal Street Partners, LLC | 4,040 | $471.4K | 0.08% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 4,021 | $469.2K | 0.05% | +415+11.5% | Added |
| BankChampaign, National Association | 4,012 | $468.2K | 0.46% | +4,012 | New |
| Stokes Family Office, LLC | 4,008 | $467.7K | 0.04% | +605+17.8% | Added |
| Drive Wealth Management, LLC | 4,005 | $467.3K | 0.09% | +4,005 | New |
| Facet Wealth, Inc. | 4,086 | $466.6K | 0.01% | +1,824+80.6% | Added |
| PVG Asset Management Corp | 3,986 | $465.2K | 0.99% | +3,986 | New |
| New Republic Capital, LLC | 3,981 | $464.6K | 0.12% | +3,981 | New |
| RDA Financial Network | 3,975 | $463.8K | 0.11% | +40+1.0% | Added |
| Brooklands Fund Management Ltd | 4,000 | $463.7K | 0.25% | +4,000 | New |
| Financial Advisory Service, Inc. | 3,973 | $463.6K | 0.03% | +1,191+42.8% | Added |
| Key Financial Inc | 3,972 | $463.5K | 0.08% | +104+2.7% | Added |
| Tradewinds, LLC. | 3,955 | $461.5K | 0.11% | −595−13.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,942 | $460.0K | 0.03% | +32+0.8% | Added |
| Decision Investments, Inc | 3,935 | $459.2K | 0.50% | +3,935 | New |
| Smith Thornton Advisors LLC | 3,928 | $458.4K | 0.23% | 00.0% | Unchanged |
| MJP Associates Inc | 3,916 | $457.0K | 0.06% | +368+10.4% | Added |
| Boltwood Capital Management | 3,893 | $454.3K | 0.12% | +98+2.6% | Added |
| Regent Peak Wealth Advisors LLC | 3,890 | $453.9K | 0.09% | +172+4.6% | Added |
| Albert D Mason Inc | 3,889 | $453.8K | 0.30% | −55−1.4% | Reduced |
| Northern Financial Advisors Inc | 3,886 | $453.5K | 0.52% | −2,662−40.7% | Reduced |
| Everhart Financial Group, Inc. | 3,877 | $452.4K | 0.04% | +722+22.9% | Added |
| Aspen Wealth Strategies, LLC | 3,874 | $452.1K | 0.25% | −28−0.7% | Reduced |
| Navis Wealth Advisors, LLC | 3,868 | $451.4K | 0.19% | −232−5.7% | Reduced |
| Wayfinding Financial, LLC | 3,869 | $451.0K | 0.19% | −183−4.5% | Reduced |
| Beaton Management Co. Inc. | 3,866 | $451.0K | 0.20% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 3,864 | $450.9K | 0.27% | −146−3.6% | Reduced |
| CFM Wealth Partners LLC | 3,863 | $450.8K | 0.07% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 3,862 | $450.6K | 0.11% | +166+4.5% | Added |
| Davidson Trust Co | 3,858 | $450.2K | 0.19% | +157+4.2% | Added |
| Spartan Planning & Wealth Management | 3,857 | $450.1K | 0.33% | +39+1.0% | Added |
| Teza Capital Management LLC | 3,829 | $446.8K | 1.44% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,829 | $446.8K | 0.11% | −2−0.1% | Reduced |
| Sagace Wealth Management LLC | 3,825 | $446.3K | 0.30% | +18+0.5% | Added |
| XML Financial, LLC | 3,813 | $445.0K | 0.04% | +3,813 | New |
| Blalock Williams, LLC | 3,808 | $444.4K | 0.36% | +189+5.2% | Added |
| Fairscale Capital, LLC | 3,808 | $444.4K | 0.29% | +1,049+38.0% | Added |
| Fortitude Family Office, LLC | 3,807 | $444.2K | 0.10% | +115+3.1% | Added |
| Stratos Wealth Advisors, LLC | 3,789 | $442.2K | 0.02% | +68+1.8% | Added |
| Asset Allocation Strategies LLC | 3,783 | $441.4K | 0.08% | +19+0.5% | Added |
| Aigen Investment Management, LP | 3,780 | $441.1K | 0.10% | −46,336−92.5% | Reduced |
| TT Capital Management LLC | 3,771 | $440.0K | 0.35% | −204−5.1% | Reduced |
| Bahl & Gaynor Inc | 3,765 | $439.3K | 0.00% | −533−12.4% | Reduced |
| Leigh Baldwin & Co., LLC | 3,750 | $438.0K | 0.29% | −1,035−21.6% | Reduced |
| Texas Bank & Trust Co | 3,753 | $437.9K | 0.16% | +1,065+39.6% | Added |
| Watershed Asset Management, L.L.C. | 3,744 | $436.9K | 0.41% | +3,744 | New |
| Winthrop Advisory Group LLC | 3,743 | $436.8K | 0.04% | +4+0.1% | Added |
| Sunpointe, LLC | 3,737 | $436.1K | 0.14% | +752+25.2% | Added |
| Aspen Investment Management Inc | 3,739 | $436.0K | 0.13% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 3,764 | $435.6K | 0.17% | +3,764 | New |
| Strive Financial Group ,LLC | 3,723 | $434.4K | 0.23% | +3,723 | New |
| Whitener Capital Management, Inc. | 3,710 | $432.9K | 0.10% | −100−2.6% | Reduced |
| Allied Investment Advisors, LLC | 3,706 | $432.5K | 0.07% | +17+0.5% | Added |
| Onyx Bridge Wealth Group LLC | 3,706 | $432.4K | 0.05% | +13+0.4% | Added |
| ELCO Management Co., LLC | 3,700 | $431.8K | 0.27% | −1,500−28.8% | Reduced |
| TBH Global Asset Management, LLC | 3,687 | $430.3K | 0.08% | +496+15.5% | Added |
| Peachtree Investment Partners, LLC | 3,681 | $429.6K | 0.14% | +3,681 | New |
| Flynn Zito Capital Management, LLC | 3,666 | $427.8K | 0.15% | −509−12.2% | Reduced |
| Smith, Moore & Co. | 3,665 | $427.7K | 0.03% | +3,665 | New |
| Sherbrooke Park Advisers LLC | 3,660 | $427.1K | 1.10% | +9+0.2% | Added |
| Foster & Motley Inc | 3,653 | $426.0K | 0.02% | −70−1.9% | Reduced |
| Guardian Wealth Advisors, LLC | 3,646 | $425.5K | 0.03% | +10.0% | Added |
| Pasadena Private Wealth, LLC | 3,642 | $425.0K | 0.06% | +250+7.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,638 | $424.5K | 0.35% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,624 | $422.9K | 0.12% | +18+0.5% | Added |
| Juncture Wealth Strategies, LLC | 3,624 | $422.9K | 0.14% | +300+9.0% | Added |
| Mayport, LLC | 3,618 | $422.1K | 0.09% | −38−1.0% | Reduced |
| Net Worth Advisory Group | 3,599 | $420.0K | 0.08% | −1,547−30.1% | Reduced |
| Tred Avon Family Wealth, LLC | 3,584 | $418.2K | 0.14% | +1,498+71.8% | Added |
| Voya Financial Advisors, Inc. | 3,534 | $417.5K | 0.04% | +417+13.4% | Added |
| FSM Wealth Advisors, LLC | 3,575 | $417.2K | 0.06% | +258+7.8% | Added |
| Legacy Edge Advisors, LLC | 3,565 | $416.0K | 0.05% | +8+0.2% | Added |
| Sandro Wealth Management LLC | 3,561 | $415.5K | 0.34% | +3,561 | New |
| Garrison Point Advisors, LLC | 3,540 | $413.1K | 0.18% | −137−3.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,539 | $413.0K | 0.09% | +12+0.3% | Added |
| Chilton Investment Co LLC | 3,530 | $411.9K | 0.01% | +130+3.8% | Added |
| Neville Rodie & Shaw Inc | 3,517 | $410.0K | 0.03% | −64−1.8% | Reduced |
| Cypress Capital Group | 3,509 | $409.5K | 0.05% | +3,509 | New |
| Sava Infond d.o.o. | 3,500 | $408.4K | 0.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,489 | $407.1K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,460 | $403.7K | 0.11% | +46+1.3% | Added |
| Symmetry Partners, LLC | 3,458 | $403.5K | 0.02% | +58+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,456 | $403.3K | 0.11% | +738+27.2% | Added |