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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 3,452 | $402.8K | 0.10% | +50+1.5% | Added |
| Second Line Capital, LLC | 3,426 | $399.7K | 0.08% | +146+4.5% | Added |
| MidFirst Bank | 3,425 | $399.7K | 0.03% | +3,425 | New |
| Orca Investment Management, LLC | 3,415 | $398.5K | 0.31% | −53−1.5% | Reduced |
| Granite Islands Private Wealth, LLC | 3,414 | $397.3K | 0.37% | +3,414 | New |
| Quarry LP | 3,391 | $395.7K | 0.06% | +2,665+367.1% | Added |
| Corecam Pte. Ltd. | 3,391 | $395.7K | 0.21% | −286−7.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,382 | $394.6K | 0.07% | +882+35.3% | Added |
| Signature Estate & Investment Advisors LLC | 3,378 | $394.2K | 0.01% | +19+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 3,377 | $394.0K | 0.02% | −20−0.6% | Reduced |
| Kickstand Ventures, LLC. | 3,376 | $393.9K | 0.08% | +25+0.7% | Added |
| Alliance Wealth Advisors, LLC | 3,374 | $393.7K | 0.19% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 3,365 | $392.7K | 0.08% | +1,173+53.5% | Added |
| Avantax Planning Partners, Inc. | 3,338 | $389.5K | 0.01% | +25+0.8% | Added |
| Yoffe Investment Management, LLC | 3,334 | $389.0K | 0.50% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,319 | $387.3K | 0.06% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 3,315 | $386.8K | 0.88% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,310 | $386.8K | 0.02% | +1,193+56.4% | Added |
| Secure Asset Management, LLC | 3,307 | $385.9K | 0.06% | +101+3.2% | Added |
| SLT Holdings LLC | 3,307 | $385.9K | 0.26% | +750+29.3% | Added |
| QTR Family Wealth, LLC | 3,157 | $385.6K | 0.17% | +618+24.3% | Added |
| Florida Financial Advisors, LLC | 3,298 | $385.0K | 0.10% | +1,244+60.6% | Added |
| Richardson Financial Services Inc. | 3,295 | $384.5K | 0.24% | +1,115+51.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $384.4K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,287 | $383.6K | 0.01% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $382.7K | 0.23% | 00.0% | Unchanged |
| Select Asset Management & Trust | 3,274 | $382.0K | 0.12% | 00.0% | Unchanged |
| Mma Asset Management LLC | 3,272 | $381.8K | 0.14% | +3,172+3,172.0% | Added |
| Sax Wealth Advisors, LLC | 3,268 | $381.4K | 0.02% | −64−1.9% | Reduced |
| Lifestyle Asset Management, Inc. | 3,264 | $380.9K | 0.12% | −314−8.8% | Reduced |
| BancorpSouth Bank | 3,258 | $380.2K | 0.02% | −1,019−23.8% | Reduced |
| Cypress Wealth Services, LLC | 3,257 | $380.1K | 0.05% | +915+39.1% | Added |
| Twinbeech Capital LP | 3,241 | $378.2K | 0.03% | −9,317−74.2% | Reduced |
| Madison Wealth Partners, Inc | 3,240 | $378.1K | 0.07% | −145−4.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,219 | $375.6K | 0.02% | +4+0.1% | Added |
| Pacific Center for Financial Services | 3,695 | $375.0K | 0.10% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 3,200 | $373.4K | 0.08% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,200 | $373.4K | 0.03% | +697+27.8% | Added |
| Abacus Wealth Partners, LLC | 3,195 | $372.8K | 0.04% | +3,195 | New |
| D.B. Root & Company, LLC | 3,191 | $372.4K | 0.09% | +87+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 3,189 | $372.1K | 0.02% | −3,336−51.1% | Reduced |
| Traphagen Investment Advisors LLC | 3,180 | $371.0K | 0.03% | −851−21.1% | Reduced |
| Brookwood Investment Group LLC | 3,169 | $369.8K | 0.04% | −6,952−68.7% | Reduced |
| Nemes Rush Group LLC | 3,169 | $369.8K | 0.03% | +259+8.9% | Added |
| Northwest Wealth Management, LLC | 3,163 | $369.1K | 0.06% | +951+43.0% | Added |
| Investment Research Partners LLC | 3,138 | $366.2K | 0.16% | −205−6.1% | Reduced |
| Northwest Bancshares, Inc. | 3,128 | $365.0K | 0.07% | −167−5.1% | Reduced |
| All Terrain Financial Advisors, LLC | 3,128 | $365.0K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 3,119 | $363.9K | 0.01% | +11+0.4% | Added |
| Triad Wealth Partners, LLC | 3,104 | $362.2K | 0.03% | +3,104 | New |
| Alpha Family Trust | 3,100 | $361.7K | 0.16% | 00.0% | Unchanged |
| Midwest Trust Co | 3,097 | $361.4K | 0.00% | +453+17.1% | Added |
| Arista Wealth Management, LLC | 3,085 | $360.0K | 0.04% | +3,085 | New |
| Evolution Wealth Advisors, LLC | 3,083 | $359.8K | 0.04% | +13+0.4% | Added |
| MinichMacGregor Wealth Management, LLC | 3,081 | $359.5K | 0.07% | +3,081 | New |
| Argonautica Private Wealth Management, Inc | 3,078 | $359.2K | 0.11% | −171−5.3% | Reduced |
| Camelot Portfolios, LLC | 3,075 | $358.8K | 0.22% | −39−1.3% | Reduced |
| Ponta Wealth Partners, LLC | 3,069 | $358.1K | 0.33% | +3,069 | New |
| Scientech Research LLC | 3,044 | $355.2K | 0.22% | +1,056+53.1% | Added |
| Hamilton Capital, LLC | 3,040 | $354.8K | 0.02% | +3,040 | New |
| McGlone Suttner Wealth Management, Inc. | 3,035 | $354.1K | 0.05% | +5+0.2% | Added |
| Western Pacific Wealth Management, LP | 3,034 | $354.0K | 0.34% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,033 | $353.9K | 0.04% | −30−1.0% | Reduced |
| Yoder Wealth Management, Inc. | 3,027 | $353.2K | 0.16% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,024 | $352.9K | 0.03% | +3,024 | New |
| VeraBank, N.A. | 3,020 | $352.4K | 0.06% | −26−0.9% | Reduced |
| Pictet & Cie (Europe) SA | 3,011 | $351.4K | 0.01% | +3,011 | New |
| Crewe Advisors LLC | 3,006 | $350.8K | 0.03% | +63+2.1% | Added |
| Mad River Investors | 3,000 | $350.1K | 0.16% | 00.0% | Unchanged |
| Security National Bank | 3,000 | $350.1K | 0.05% | 00.0% | Unchanged |
| JBGlobal.com LLC | 2,991 | $349.0K | 0.44% | −666−18.2% | Reduced |
| Green Square Capital Advisors LLC | 2,986 | $348.4K | 0.04% | −23,156−88.6% | Reduced |
| Vantus Wealth LLC | 2,980 | $347.7K | 0.26% | +2,980 | New |
| Sagewood Asset Management LP | 2,978 | $347.5K | 0.12% | +2,978 | New |
| NBC Securities, Inc. | 2,975 | $347.2K | 0.03% | −229−7.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,967 | $346.2K | 0.01% | +366+14.1% | Added |
| Gen-Wealth Partners Inc | 2,966 | $346.1K | 0.11% | −205−6.5% | Reduced |
| Wick Capital Partners, LLC | 2,950 | $344.2K | 0.06% | +2,950 | New |
| Peoples Bank | 2,940 | $343.1K | 0.34% | −20−0.7% | Reduced |
| Towercrest Capital Management | 2,939 | $343.0K | 0.05% | −500−14.5% | Reduced |
| BKD Wealth Advisors, LLC | 2,939 | $343.0K | 0.01% | +543+22.7% | Added |
| Caisse des Depots Et Consignations | 2,936 | $342.6K | 0.01% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,935 | $342.4K | 0.09% | +2,935 | New |
| Pavion Blue Capital, LLC | 2,934 | $342.4K | 0.14% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,933 | $342.0K | 0.03% | −107−3.5% | Reduced |
| Philip James Wealth Mangement, LLC | 2,929 | $341.8K | 0.04% | −433−12.9% | Reduced |
| Whelan Financial | 2,916 | $340.3K | 0.11% | +282+10.7% | Added |
| Silvant Capital Management LLC | 2,906 | $339.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,903 | $338.8K | 0.06% | −160−5.2% | Reduced |
| Washington Trust Co | 2,898 | $338.2K | 0.01% | +2,898 | New |
| Austin Private Wealth, LLC | 2,898 | $338.1K | 0.03% | −191−6.2% | Reduced |
| Norway Savings Bank | 2,897 | $338.1K | 0.16% | +147+5.3% | Added |
| Davis R M Inc | 2,892 | $337.4K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,882 | $336.3K | 0.09% | 00.0% | Unchanged |
| Berman McAleer LLC | 2,881 | $336.1K | 0.05% | −49−1.7% | Reduced |
| Connecticut Wealth Management, LLC | 2,879 | $336.0K | 0.01% | +276+10.6% | Added |
| Prentice Wealth Management LLC | 2,873 | $335.2K | 0.08% | −242−7.8% | Reduced |
| Paragon Private Wealth Management, LLC | 2,871 | $335.0K | 0.10% | +235+8.9% | Added |
| Stronghold Wealth Management L.L.C. | 2,870 | $334.9K | 0.49% | +2,870 | New |
| Paulson Wealth Management Inc. | 2,867 | $334.6K | 0.08% | −100−3.4% | Reduced |