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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 703 | $82.0K | 0.01% | +91+14.9% | Added |
| CBIZ Investment Advisory Services, LLC | 697 | $81.3K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 681 | $79.4K | 0.04% | +681 | New |
| Mark Sheptoff Financial Planning, LLC | 680 | $79.3K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 676 | $78.9K | 0.03% | +4+0.6% | Added |
| Fairway Wealth LLC | 668 | $77.9K | 0.02% | +140+26.5% | Added |
| Banque Transatlantique SA | 652 | $77.4K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 659 | $76.9K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 629 | $73.4K | 0.07% | −16−2.5% | Reduced |
| First Community Trust NA | 625 | $72.9K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 620 | $72.3K | 0.00% | +620 | New |
| Berbice Capital Management LLC | 600 | $70.0K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $70.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 597 | $69.7K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $69.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 595 | $69.4K | 0.01% | +85+16.7% | Added |
| Abound Wealth Management | 587 | $68.5K | 0.02% | +229+64.0% | Added |
| City Holding Co | 582 | $67.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 571 | $66.6K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 562 | $65.6K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $64.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 546 | $64.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 546 | $63.7K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 539 | $62.8K | 0.01% | +539 | New |
| Financial Network Wealth Advisors LLC | 538 | $62.8K | 0.07% | −83−13.4% | Reduced |
| McIlrath & Eck, LLC | 531 | $62.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 522 | $60.9K | 0.01% | +22+4.4% | Added |
| First Financial Corp | 513 | $59.9K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 511 | $59.6K | 0.03% | +1+0.2% | Added |
| Catalyst Capital Advisors LLC | 505 | $58.9K | 0.00% | −364−41.9% | Reduced |
| Truvestments Capital LLC | 505 | $58.9K | 0.01% | −73−12.6% | Reduced |
| Webster Bank, N. A. | 500 | $58.3K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $58.3K | 0.03% | 00.0% | Unchanged |
| Swiss Re Ltd | 500 | $58.3K | 0.00% | +500 | New |
| Lodestone Wealth Management LLC | 492 | $57.4K | 0.02% | +492 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 490 | $57.2K | 0.08% | +191+63.9% | Added |
| South State Corp. | 485 | $56.6K | 0.00% | +218+81.6% | Added |
| Legacy Bridge, LLC | 481 | $56.1K | 0.02% | +481 | New |
| Hara Capital LLC | 476 | $55.5K | 0.03% | −224−32.0% | Reduced |
| Joseph Group Capital Management | 467 | $54.5K | 0.01% | +467 | New |
| Atlantic Edge Private Wealth Management, LLC | 449 | $52.4K | 0.01% | +75+20.1% | Added |
| Hazlett, Burt & Watson, Inc. | 439 | $52.0K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 440 | $51.4K | 0.02% | +2+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 440 | $51.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 438 | $51.1K | 0.01% | +232+112.6% | Added |
| Coston, McIsaac & Partners | 444 | $51.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 435 | $50.8K | 0.06% | 00.0% | Unchanged |
| Granite FO LLC | 434 | $50.6K | 0.03% | −66−13.2% | Reduced |
| Highline Wealth Partners LLC | 423 | $49.4K | 0.01% | +5+1.2% | Added |
| Accent Capital Management, LLC | 412 | $48.1K | 0.02% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4,250 | $47.5K | 0.04% | +4,250 | New |
| MTM Investment Management, LLC | 403 | $47.0K | 0.02% | −107−21.0% | Reduced |
| Bank of Jackson Hole Trust | 403 | $47.0K | 0.02% | +283+235.8% | Added |
| Phillip James Consulting Co. | 413 | $47.0K | 0.83% | +413 | New |
| Strategic Investment Solutions, Inc. | 401 | $46.8K | 0.01% | −6−1.5% | Reduced |
| Avalon Trust Co | 400 | $46.7K | 0.00% | −10−2.4% | Reduced |
| Hilton Head Capital Partners, LLC | 395 | $46.1K | 0.03% | +395 | New |
| GoalVest Advisory LLC | 393 | $45.9K | 0.01% | +143+57.2% | Added |
| Paladin Partners, LLC | 391 | $45.6K | 0.03% | +391 | New |
| Meeder Asset Management Inc | 387 | $45.2K | 0.00% | −19−4.7% | Reduced |
| Howard Hughes Medical Institute | 386 | $45.0K | 0.03% | −10−2.5% | Reduced |
| Consultiva Wealth Management, Corp. | 379 | $44.2K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 374 | $43.6K | 0.00% | +25+7.2% | Added |
| Valor Advisors LLC | 367 | $42.8K | 0.04% | +367 | New |
| Ares Financial Consulting, LLC | 364 | $42.5K | 0.04% | +364 | New |
| TFC Financial Management | 359 | $41.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 356 | $41.7K | 0.01% | +119+50.2% | Added |
| Smallwood Wealth Investment Management, LLC | 351 | $41.0K | 0.02% | +20+6.0% | Added |
| West Financial Advisors, LLC | 348 | $40.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 347 | $40.5K | 0.01% | +20+6.1% | Added |
| Dunhill Financial, LLC | 341 | $39.8K | 0.01% | +22+6.9% | Added |
| Indiana Trust & Investment Management CO | 340 | $39.7K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 328 | $38.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 327 | $38.2K | 0.02% | −497−60.3% | Reduced |
| Sachetta, LLC | 308 | $35.9K | 0.02% | −377−55.0% | Reduced |
| Dogwood Wealth Management LLC | 308 | $35.9K | 0.02% | +35+12.8% | Added |
| Bogart Wealth, LLC | 307 | $35.8K | 0.00% | +137+80.6% | Added |
| Basepoint Wealth LLC | 307 | $35.8K | 0.02% | +307 | New |
| Bravera Wealth | 302 | $35.2K | 0.02% | +302 | New |
| MH & Associates Securities Management Corp | 301 | $35.2K | 0.03% | +301 | New |
| Atomic Invest LLC | 299 | $35.1K | 0.02% | +299 | New |
| LOM Asset Management Ltd | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 300 | $35.0K | 0.02% | +300 | New |
| Maseco LLP | 298 | $34.7K | 0.00% | +298 | New |
| Litman Gregory Asset Management LLC | 295 | $34.4K | 0.00% | +295 | New |
| Kilter Group LLC | 294 | $34.3K | 0.02% | +116+65.2% | Added |
| Entrust Financial LLC | 292 | $34.1K | 0.03% | +292 | New |
| Cornerstone Financial Management LLC | 292 | $34.1K | 0.03% | +292 | New |
| ORG Wealth Partners, LLC | 290 | $33.9K | 0.01% | −1,575−84.5% | Reduced |
| Aviso Financial Inc. | 290 | $33.8K | 0.00% | +290 | New |
| Horizons Wealth Management | 283 | $33.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 279 | $32.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 270 | $31.5K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 270 | $31.5K | 0.01% | +140+107.7% | Added |
| Luken Investment Analytics, LLC | 270 | $31.5K | 0.01% | +270 | New |
| Piscataqua Savings Bank | 270 | $31.5K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 260 | $30.3K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 253 | $29.6K | 0.02% | 00.0% | Unchanged |
| Vision Retirement, LLC | 253 | $29.5K | 0.01% | +253 | New |
| New England Capital Financial Advisors LLC | 252 | $29.4K | 0.01% | −14−5.3% | Reduced |