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 |
|---|---|---|---|---|---|
| TPG Financial Advisors, LLC | 1,748 | $204.0K | 0.07% | +1,748 | New |
| Am Investment Strategies LLC | 1,743 | $203.0K | 0.04% | +5+0.3% | Added |
| Barings LLC | 1,732 | $202.1K | 0.00% | +1,732 | New |
| Main Street Group, LTD | 1,731 | $202.0K | 0.07% | +353+25.6% | Added |
| Keynote Financial Services LLC | 1,731 | $202.0K | 0.11% | +1,731 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,730 | $201.9K | 0.08% | +1,730 | New |
| Klingenstein Fields & Co LP | 1,727 | $201.5K | 0.01% | +1,727 | New |
| First Command Advisory Services, Inc. | 1,725 | $201.3K | 0.00% | +389+29.1% | Added |
| Mountain Capital Investment Advisors, Inc | 1,772 | $201.2K | 0.03% | +1,772 | New |
| Eagle Strategies LLC | 1,722 | $201.0K | 0.03% | +1,722 | New |
| Roundview Capital LLC | 1,722 | $200.9K | 0.01% | +1,722 | New |
| Sittner & Nelson, LLC | 1,611 | $197.7K | 0.07% | −27−1.6% | Reduced |
| Cape Investment Advisory, Inc. | 1,649 | $192.4K | 0.06% | +947+134.9% | Added |
| American National Bank | 1,645 | $192.0K | 0.02% | +1,645 | New |
| WFA of San Diego, LLC | 1,630 | $190.2K | 0.14% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,620 | $189.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,619 | $189.0K | 0.03% | +2+0.1% | Added |
| AXS Investments LLC | 1,583 | $184.7K | 0.06% | −144−8.3% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $180.9K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,543 | $180.0K | 0.08% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,539 | $179.6K | 0.02% | −75−4.6% | Reduced |
| Addison Advisors LLC | 1,523 | $177.7K | 0.04% | −1,121−42.4% | Reduced |
| GW&K Investment Management, LLC | 1,515 | $177.0K | 0.00% | −9−0.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,509 | $176.1K | 0.13% | +3+0.2% | Added |
| Cascades Capital Asset Management, LLC | 1,505 | $175.7K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $175.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,492 | $174.1K | 0.04% | +1,000+203.3% | Added |
| REAP Financial Group, LLC | 1,486 | $173.3K | 0.04% | +137+10.2% | Added |
| Sherman Asset Management, Inc. | 1,482 | $172.9K | 0.15% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,481 | $172.8K | 0.13% | +1,481 | New |
| Hager Investment Management Services, LLC | 1,460 | $170.4K | 0.09% | −153−9.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,450 | $169.2K | 0.02% | +1,450 | New |
| Activest Wealth Management | 1,444 | $168.5K | 0.03% | +272+23.2% | Added |
| Bayban | 1,411 | $164.7K | 0.15% | +1,411 | New |
| CNB Bank | 1,407 | $164.2K | 0.07% | −3−0.2% | Reduced |
| Millstone Evans Group, LLC | 1,403 | $163.7K | 0.10% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $163.4K | 0.08% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,399 | $163.2K | 0.00% | +1,399 | New |
| Bruce G. Allen Investments, LLC | 1,398 | $163.1K | 0.11% | +53+3.9% | Added |
| Westfuller Advisors, LLC | 1,388 | $161.9K | 0.07% | −32−2.3% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,382 | $161.3K | 2.33% | +1,382 | New |
| Monetary Management Group Inc | 1,375 | $160.4K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,370 | $159.9K | 0.03% | +117+9.3% | Added |
| Heritage Wealth Advisors | 1,368 | $159.6K | 0.01% | −46−3.3% | Reduced |
| Harbor Capital Advisors, Inc. | 1,358 | $158.0K | 0.01% | −130−8.7% | Reduced |
| Covestor Ltd | 1,325 | $155.0K | 0.08% | +17+1.3% | Added |
| PFS Partners, LLC | 1,325 | $154.6K | 0.07% | −246−15.7% | Reduced |
| Osterweis Capital Management Inc | 1,314 | $153.3K | 0.01% | +379+40.5% | Added |
| SOA Wealth Advisors, LLC. | 1,289 | $150.4K | 0.03% | −73−5.4% | Reduced |
| Hanson & Doremus Investment Management | 1,268 | $148.0K | 0.02% | −182−12.6% | Reduced |
| Trust Co of Vermont | 1,253 | $146.2K | 0.01% | +61+5.1% | Added |
| DT Investment Partners, LLC | 1,251 | $146.0K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,195 | $139.4K | 0.11% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,191 | $139.0K | 0.05% | +36+3.1% | Added |
| Montag A & Associates Inc | 1,181 | $137.8K | 0.01% | −52−4.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,131 | $136.7K | 0.05% | +7+0.6% | Added |
| Rossby Financial, LCC | 1,155 | $134.8K | 0.04% | −987−46.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,144 | $133.5K | 0.01% | +23+2.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,140 | $133.0K | 0.01% | +1,140 | New |
| Tucker Asset Management LLC | 1,119 | $130.6K | 0.04% | +1,119 | New |
| Battery Global Advisors, LLC | 1,695 | $130.6K | 0.06% | +1,226+261.4% | Added |
| Blue Bell Private Wealth Management, LLC | 1,096 | $127.9K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,096 | $127.9K | 0.02% | +100+10.0% | Added |
| Morse Asset Management, Inc | 1,072 | $125.1K | 0.03% | +220+25.8% | Added |
| Salomon & Ludwin, LLC | 1,001 | $123.4K | 0.01% | −31−3.0% | Reduced |
| EMC Capital Management | 1,000 | $121.0K | 0.05% | 00.0% | Unchanged |
| Curio Wealth, LLC | 993 | $120.7K | 0.04% | +993 | New |
| Princeton Global Asset Management LLC | 1,028 | $120.0K | 0.02% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 1,009 | $117.8K | 0.07% | +1,009 | New |
| Founders Capital Management | 1,000 | $116.7K | 0.06% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,000 | $116.7K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $116.7K | 0.04% | 00.0% | Unchanged |
| Vega Investment Solutions | 980 | $114.4K | 0.02% | +980 | New |
| NCP Inc. | 977 | $114.0K | 0.09% | +977 | New |
| Bollard Group LLC | 963 | $112.0K | 0.00% | +5+0.5% | Added |
| Kozak & Associates, Inc. | 923 | $112.0K | 0.02% | −93−9.2% | Reduced |
| Pacifica Partners Inc. | 943 | $111.9K | 0.05% | +5+0.5% | Added |
| Wilkerson Advisory Group LLC | 955 | $111.4K | 0.04% | +955 | New |
| Ogorek Anthony Joseph | 949 | $110.0K | 0.03% | −344−26.6% | Reduced |
| Orion Capital Management LLC | 927 | $108.2K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 914 | $106.7K | 0.01% | +48+5.5% | Added |
| Hoey Investments, Inc | 900 | $105.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 857 | $100.0K | 0.04% | −574−40.1% | Reduced |
| ORG Partners LLC | 854 | $99.6K | 0.02% | +148+21.0% | Added |
| JCIC Asset Management Inc. | 845 | $98.6K | 0.03% | 00.0% | Unchanged |
| Quattro Advisors LLC | 840 | $98.1K | 0.08% | +840 | New |
| Central Pacific Bank - Trust Division | 800 | $93.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 794 | $92.7K | 0.03% | +50+6.7% | Added |
| Bayforest Capital Ltd | 777 | $90.7K | 0.07% | −6,308−89.0% | Reduced |
| Legacy Wealth Managment, LLC | 766 | $89.4K | 0.04% | +317+70.6% | Added |
| Beaird Harris Wealth Management, LLC | 749 | $87.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 763 | $87.1K | 0.01% | −6−0.8% | Reduced |
| Smithfield Trust Co | 747 | $87.0K | 0.00% | +70+10.3% | Added |
| Front Row Advisors LLC | 735 | $85.8K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 731 | $85.3K | 0.01% | +731 | New |
| St Germain D J Co Inc | 729 | $85.1K | 0.00% | −495−40.4% | Reduced |
| Fourth Dimension Wealth, LLC | 722 | $84.3K | 0.03% | +700+3,181.8% | Added |
| Hartford Financial Management Inc. | 721 | $84.1K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 715 | $83.4K | 0.01% | −6−0.8% | Reduced |
| Kemnay Advisory Services Inc. | 711 | $83.0K | 0.01% | +711 | New |