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 |
|---|---|---|---|---|---|
| Jag Capital Management, LLC | 2,863 | $334.1K | 0.04% | +641+28.8% | Added |
| GenTrust, LLC | 2,857 | $333.4K | 0.01% | +2,857 | New |
| Stonebrook Private Inc. | 2,854 | $333.1K | 0.07% | +97+3.5% | Added |
| Zhang Financial LLC | 2,852 | $332.8K | 0.01% | +2,852 | New |
| RFG - Bristol Wealth Advisors, LLC | 2,851 | $332.7K | 0.09% | +15+0.5% | Added |
| Cogent Private Wealth, Inc. | 2,845 | $332.0K | 0.25% | +2,845 | New |
| Wealth Quarterback LLC | 2,842 | $331.7K | 0.12% | +16+0.6% | Added |
| Piedmont Capital Management, LLC | 2,839 | $331.3K | 0.22% | +2,839 | New |
| GatePass Capital, LLC | 2,836 | $330.9K | 0.17% | +704+33.0% | Added |
| Cheviot Value Management, LLC | 2,883 | $329.2K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,706 | $328.3K | 0.17% | +10.0% | Added |
| RKL Wealth Management LLC | 2,806 | $327.4K | 0.03% | −100−3.4% | Reduced |
| Anchor Capital Advisors LLC | 2,805 | $327.3K | 0.01% | −85−2.9% | Reduced |
| Tradition Wealth Management, LLC | 2,797 | $326.3K | 0.02% | +2,797 | New |
| Eads & Heald Wealth Management | 2,796 | $326.3K | 0.16% | −285−9.3% | Reduced |
| New Covenant Trust Company, N.A. | 2,746 | $325.9K | 0.29% | −84−3.0% | Reduced |
| Westwood Holdings Group Inc. | 2,786 | $325.1K | 0.00% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 2,770 | $323.2K | 0.05% | +2,770 | New |
| Frisch Financial Group, Inc. | 2,766 | $322.7K | 0.07% | +11+0.4% | Added |
| Ewa, LLC | 2,765 | $322.7K | 0.08% | +94+3.5% | Added |
| Oak Harbor Wealth Partners, LLC | 2,764 | $322.5K | 0.08% | 00.0% | Unchanged |
| New World Advisors LLC | 2,764 | $322.5K | 0.06% | +345+14.3% | Added |
| True Wealth Design, LLC | 2,755 | $321.5K | 0.09% | +346+14.4% | Added |
| Cottage Street Advisors LLC | 2,752 | $321.2K | 0.14% | +100+3.8% | Added |
| Verus Capital Partners, LLC | 2,748 | $320.7K | 0.02% | +82+3.1% | Added |
| DGS Capital Management, LLC | 2,746 | $320.4K | 0.05% | +36+1.3% | Added |
| Olistico Wealth, LLC | 2,742 | $320.0K | 0.16% | +132+5.1% | Added |
| Raleigh Capital Management Inc. | 2,729 | $318.4K | 0.12% | +6+0.2% | Added |
| Signature Wealth Management Partners, LLC | 2,728 | $318.3K | 0.16% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,728 | $318.3K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,727 | $318.2K | 0.02% | −2−0.1% | Reduced |
| MV Capital Management, Inc. | 2,723 | $317.7K | 0.03% | +275+11.2% | Added |
| RiverFront Investment Group, LLC | 2,723 | $317.7K | 0.01% | +2,723 | New |
| Magnolia Capital Advisors LLC | 2,714 | $316.6K | 0.07% | +355+15.0% | Added |
| Gallacher Capital Management LLC | 2,697 | $314.7K | 0.12% | −10.0% | Reduced |
| Arcataur Capital Management LLC | 2,665 | $311.0K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,661 | $310.5K | 0.02% | +579+27.8% | Added |
| Vivaldi Capital Management, LLC | 2,659 | $310.3K | 0.04% | +2,659 | New |
| Meramec Financial Planners, LLC | 2,522 | $309.4K | 0.12% | +2,522 | New |
| McLean Asset Management Corp | 2,748 | $308.9K | 0.06% | −18−0.7% | Reduced |
| Goldstein Advisors, LLC | 2,635 | $307.5K | 0.04% | −13−0.5% | Reduced |
| Acropolis Investment Management, LLC | 2,629 | $306.8K | 0.01% | 00.0% | Unchanged |
| Directional Asset Management | 2,623 | $306.1K | 0.27% | +2,623 | New |
| FMB Wealth Management | 2,618 | $305.5K | 0.12% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,617 | $305.4K | 0.04% | +2,617 | New |
| Atala Financial Inc | 2,615 | $305.1K | 0.20% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,614 | $305.0K | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,611 | $304.7K | 0.03% | +35+1.4% | Added |
| Agf Management Ltd | 2,609 | $304.4K | 0.00% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 2,602 | $303.6K | 0.13% | +333+14.7% | Added |
| PeakShares LLC | 2,600 | $303.4K | 0.30% | +2,600 | New |
| Home Federal Bank of Tennessee | 2,597 | $303.0K | 0.08% | −292−10.1% | Reduced |
| Wilkinson Global Asset Management LLC | 2,594 | $302.7K | 0.02% | +560+27.5% | Added |
| Octavia Wealth Advisors, LLC | 2,589 | $302.1K | 0.03% | −223−7.9% | Reduced |
| Searle & Co. | 2,582 | $301.3K | 0.08% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,581 | $301.2K | 0.08% | +167+6.9% | Added |
| Ar Asset Management Inc | 2,576 | $301.0K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,557 | $298.4K | 0.07% | +40+1.6% | Added |
| Concentrum Wealth Management | 2,550 | $297.6K | 0.08% | −27−1.0% | Reduced |
| Valley Brook Capital Group | 2,550 | $297.6K | 0.20% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,544 | $297.0K | 0.14% | +14+0.6% | Added |
| Caldwell Trust Co | 2,544 | $296.9K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,543 | $296.7K | 0.06% | +116+4.8% | Added |
| Custos Family Office, LLC | 2,541 | $296.5K | 0.20% | −11−0.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,540 | $296.4K | 0.10% | −690−21.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,389 | $295.7K | 0.14% | −108−4.3% | Reduced |
| Cora Capital Advisors LLC | 2,531 | $295.3K | 0.12% | +273+12.1% | Added |
| Money Concepts Capital Corp | 2,530 | $295.2K | 0.02% | +136+5.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,523 | $294.4K | 0.01% | +20+0.8% | Added |
| DV Equities, LLC | 2,523 | $294.4K | 0.05% | +2,523 | New |
| Meridian Wealth Advisors, LLC | 2,522 | $294.3K | 0.04% | +5+0.2% | Added |
| Armis Advisers, LLC | 2,682 | $293.7K | 0.03% | +2,682 | New |
| Ancora Advisors, LLC | 2,511 | $293.0K | 0.01% | +443+21.4% | Added |
| Kapstone Financial Advisors LLC | 2,505 | $292.3K | 0.15% | +2,505 | New |
| Circle Wealth Management, LLC | 2,504 | $292.2K | 0.00% | +125+5.3% | Added |
| Trust Co of Virginia | 2,502 | $292.0K | 0.02% | +280+12.6% | Added |
| LeConte Wealth Management, LLC | 2,502 | $291.9K | 0.19% | +94+3.9% | Added |
| Lynch Asset Management, Inc. | 2,500 | $291.7K | 0.09% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,500 | $291.7K | 0.11% | +71+2.9% | Added |
| FPC Investment Advisory, Inc. | 2,500 | $291.7K | 0.16% | +2,500 | New |
| William John Sempolinski | 2,500 | $291.7K | 0.14% | +2,500 | New |
| Wallace Advisory Group, LLC | 2,495 | $291.1K | 0.31% | −2,880−53.6% | Reduced |
| Excelsior Advisor Network LLC | 2,494 | $291.0K | 0.14% | +2,494 | New |
| Baxter Bros Inc | 2,486 | $290.1K | 0.03% | +400+19.2% | Added |
| Berger Financial Group, Inc | 2,485 | $290.0K | 0.02% | +2,485 | New |
| Revolve Wealth Partners, LLC | 2,482 | $289.6K | 0.03% | +119+5.0% | Added |
| Sandy Cove Advisors, LLC | 2,481 | $289.5K | 0.09% | +2,481 | New |
| Goelzer Investment Management, Inc. | 2,481 | $289.5K | 0.01% | +2,481 | New |
| West Michigan Advisors, LLC | 2,472 | $288.4K | 0.07% | +474+23.7% | Added |
| HM Payson & Co | 2,470 | $288.3K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,460 | $287.0K | 0.01% | +2,460 | New |
| Acumen Wealth Advisors, LLC | 2,459 | $286.9K | 0.08% | +2,459 | New |
| Bedel Financial Consulting, Inc. | 2,457 | $286.8K | 0.03% | +321+15.0% | Added |
| Pinnacle Bancorp, Inc. | 2,453 | $286.2K | 0.08% | −34−1.4% | Reduced |
| Keebeck Wealth Management, LLC | 2,445 | $285.3K | 0.03% | +184+8.1% | Added |
| Knightsbridge Asset Management, LLC | 2,441 | $284.8K | 0.05% | +2,441 | New |
| Prosperity Bancshares Inc | 2,438 | $284.5K | 0.26% | +2,438 | New |
| Partners Capital Investment Group, LLP | 2,432 | $283.8K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Services | 2,420 | $282.4K | 0.09% | −108−4.3% | Reduced |
| Providence Wealth Advisors, LLC | 2,275 | $281.6K | 0.18% | 00.0% | Unchanged |