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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 2,452 | $281.5K | 0.05% | −110−4.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2,406 | $280.8K | 0.04% | +2,406 | New |
| Principle Wealth Partners LLC | 2,403 | $280.4K | 0.02% | −635−20.9% | Reduced |
| Reflection Asset Management | 2,398 | $279.8K | 0.20% | +2,398 | New |
| Global Assets Advisory, LLC | 2,397 | $279.8K | 0.08% | +113+4.9% | Added |
| Trilogy Capital Inc. | 2,394 | $279.4K | 0.01% | −41−1.7% | Reduced |
| Summitry LLC | 2,382 | $278.0K | 0.01% | +202+9.3% | Added |
| Five Oceans Advisors | 2,381 | $277.8K | 0.10% | −10.0% | Reduced |
| Waller Financial Planning Group, Inc | 2,380 | $277.7K | 0.06% | −40−1.7% | Reduced |
| Investmark Advisory Group LLC | 2,376 | $277.3K | 0.12% | +14+0.6% | Added |
| Fullerton Fund Management Co Ltd. | 2,375 | $277.1K | 0.01% | +2,375 | New |
| IVC Wealth Advisors LLC | 2,373 | $276.9K | 0.12% | −166−6.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,373 | $276.9K | 0.02% | +2,373 | New |
| Henson-Edgewater Management, LLC | 2,373 | $276.9K | 0.16% | +2,373 | New |
| Atom Investors LP | 2,372 | $276.8K | 0.02% | +2,372 | New |
| TMB Capital Partners, LLC | 2,368 | $276.4K | 0.09% | +2,368 | New |
| Farmers National Bank | 2,364 | $275.9K | 0.06% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 2,362 | $275.6K | 0.07% | +12+0.5% | Added |
| Medallion Wealth Advisors, LLC | 2,357 | $275.0K | 0.09% | +10.0% | Added |
| Quantum Financial Advisors, LLC | 2,356 | $274.9K | 0.03% | +5+0.2% | Added |
| American Trust | 2,351 | $274.3K | 0.02% | +130+5.9% | Added |
| 180 Wealth Advisors, LLC | 2,350 | $274.3K | 0.03% | +26+1.1% | Added |
| Atlas Legacy Advisors, LLC | 2,346 | $273.8K | 0.05% | +2,346 | New |
| Ninepoint Partners LP | 2,344 | $273.5K | 0.03% | +2,344 | New |
| Walker Asset Management, LLC | 2,340 | $273.1K | 0.15% | +10+0.4% | Added |
| Lighthouse Financial LLC | 2,338 | $272.8K | 0.18% | +150+6.9% | Added |
| Marietta Investment Partners LLC | 2,330 | $271.9K | 0.05% | −28−1.2% | Reduced |
| Jacobsen Capital Management | 2,326 | $271.4K | 0.09% | +255+12.3% | Added |
| Retirement Planning Group | 2,322 | $271.0K | 0.01% | +275+13.4% | Added |
| Core Alternative Capital | 2,319 | $270.6K | 0.07% | +1,810+355.6% | Added |
| Rinkey Investments | 2,317 | $270.4K | 0.07% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,302 | $268.6K | 0.07% | +45+2.0% | Added |
| Ashton Thomas Securities, LLC | 2,301 | $268.5K | 0.05% | +54+2.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,296 | $267.9K | 0.11% | −38−1.6% | Reduced |
| Empire Financial Management Company, LLC | 2,295 | $267.9K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,294 | $267.8K | 0.11% | 00.0% | Unchanged |
| Apriem Advisors | 2,291 | $267.3K | 0.02% | −69−2.9% | Reduced |
| A4 Wealth Advisors LLC | 2,291 | $267.3K | 0.23% | +2,291 | New |
| Traveka Wealth, LLC | 2,289 | $267.1K | 0.11% | +25+1.1% | Added |
| Beacon Financial Group | 2,275 | $265.5K | 0.03% | +2,275 | New |
| Carl P. Sherr & Co., LLC | 2,291 | $265.1K | 0.12% | −20−0.9% | Reduced |
| FDx Advisors, Inc. | 2,275 | $265.0K | 0.14% | +34+1.5% | Added |
| ISAM Funds (UK) Ltd | 2,270 | $264.9K | 0.10% | −34,482−93.8% | Reduced |
| Advisortrust Partners, LLC | 2,264 | $264.2K | 0.12% | +2,264 | New |
| Plimoth Trust Co LLC | 2,260 | $263.7K | 0.06% | −50−2.2% | Reduced |
| Atlantic Trust, LLC | 2,257 | $263.4K | 0.04% | −55−2.4% | Reduced |
| Symphony Financial, Ltd. Co. | 2,248 | $263.0K | 0.04% | −317−12.4% | Reduced |
| Smithbridge Asset Management Inc | 2,253 | $262.9K | 0.02% | +2,253 | New |
| Strategic Planning, Inc. | 2,251 | $262.6K | 0.14% | +14+0.6% | Added |
| Tripletail Wealth Management, LLC | 2,250 | $262.6K | 0.33% | +50+2.3% | Added |
| Wealth Architects, LLC | 2,232 | $260.5K | 0.02% | −25−1.1% | Reduced |
| Crown Wealth Group, LLC | 2,230 | $260.2K | 0.07% | +2,230 | New |
| Long Run Wealth Advisors, LLC | 2,226 | $259.8K | 0.05% | −39−1.7% | Reduced |
| Valmark Advisers, Inc. | 2,226 | $259.8K | 0.00% | +225+11.2% | Added |
| Y.D. More Investments Ltd | 2,218 | $258.8K | 0.01% | −160−6.7% | Reduced |
| Lee Danner & Bass Inc | 2,214 | $258.4K | 0.02% | 00.0% | Unchanged |
| COFG Advisors, LLC | 2,207 | $257.5K | 0.06% | +2,207 | New |
| Peddock Capital Advisors, LLC | 2,200 | $256.7K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 2,200 | $256.7K | 0.05% | +102+4.9% | Added |
| North Capital, Inc. | 2,199 | $256.6K | 0.22% | −10.0% | Reduced |
| Trustco Bank Corp N Y | 2,194 | $256.0K | 0.23% | −473−17.7% | Reduced |
| Segment Wealth Management, LLC | 2,189 | $255.4K | 0.01% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,188 | $255.3K | 0.09% | +11+0.5% | Added |
| KC Investment Advisors, LLC | 2,182 | $254.6K | 0.06% | +2,182 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 2,178 | $254.2K | 0.10% | 00.0% | Unchanged |
| Arwa LLC | 2,172 | $253.4K | 0.15% | +2,172 | New |
| Virtue Capital Management, LLC | 2,127 | $252.5K | 0.04% | +2,127 | New |
| RB Capital Management, LLC | 2,157 | $251.7K | 0.05% | +2,157 | New |
| Sonoma Allocations LLC | 2,156 | $250.7K | 0.08% | +2,156 | New |
| TL Private Wealth | 2,052 | $249.0K | 0.10% | +2,052 | New |
| Jaffetilchin Investment Partners, LLC | 2,128 | $248.3K | 0.01% | −538−20.2% | Reduced |
| Blue Barn Wealth, LLC | 2,126 | $248.1K | 0.36% | −1,565−42.4% | Reduced |
| August Group Capital Ltd | 2,125 | $248.0K | 0.28% | +2,125 | New |
| Entelevest, LLC | 2,125 | $248.0K | 0.26% | +2,125 | New |
| Crews Bank & Trust | 2,124 | $247.8K | 0.04% | −40−1.8% | Reduced |
| Vines Capital Management, LLC | 2,121 | $247.5K | 0.24% | +2,121 | New |
| Weil Company, Inc. | 2,118 | $247.2K | 0.06% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 2,116 | $247.0K | 0.20% | +2,116 | New |
| TCI Wealth Advisors, Inc. | 2,116 | $246.9K | 0.01% | −86−3.9% | Reduced |
| Patton Fund Management, Inc. | 2,112 | $246.4K | 0.03% | −1,106−34.4% | Reduced |
| 5T Wealth, LLC | 2,109 | $246.1K | 0.10% | −44−2.0% | Reduced |
| Seeds Investor LLC | 2,109 | $246.1K | 0.05% | +2,109 | New |
| Planning Alternatives Ltd | 2,107 | $245.9K | 0.03% | +2,107 | New |
| Sterling Manor Financial, LLC | 2,100 | $245.0K | 0.15% | 00.0% | Unchanged |
| Mathes Company, Inc. | 2,100 | $245.0K | 0.09% | 00.0% | Unchanged |
| Key Capital Management, INC | 2,099 | $244.9K | 0.24% | +2,099 | New |
| Fragasso Group Inc. | 2,086 | $243.4K | 0.01% | +2,086 | New |
| Marks Group Wealth Management, Inc | 2,083 | $243.1K | 0.02% | −118−5.4% | Reduced |
| one8zero8, LLC | 2,081 | $242.8K | 0.05% | +2,081 | New |
| Genesis Private Wealth, LLC | 2,074 | $242.0K | 0.08% | −106−4.9% | Reduced |
| Lyell Wealth Management, LP | 2,071 | $241.7K | 0.02% | +2,071 | New |
| Van Hulzen Asset Management, LLC | 2,069 | $241.4K | 0.02% | +80+4.0% | Added |
| Central Valley Advisors, LLC | 2,067 | $241.2K | 0.07% | +77+3.9% | Added |
| Allium Financial Advisors, LLC | 2,063 | $240.7K | 0.19% | −488−19.1% | Reduced |
| Essex LLC | 2,062 | $240.6K | 0.04% | +6+0.3% | Added |
| Montz Harcus Wealth Management LLC | 2,050 | $239.2K | 0.10% | +32+1.6% | Added |
| Avenue 1 Advisors, LLC | 2,048 | $239.0K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 2,048 | $239.0K | 0.06% | +1,200+141.5% | Added |
| Hibernia Wealth Partners, LLC | 2,044 | $238.5K | 0.07% | +2,044 | New |
| Arkfeld Wealth Strategies, L.L.C. | 1,965 | $238.5K | 0.08% | +1,965 | New |