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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 31,188 | $3.64M | 0.90% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 31,186 | $3.64M | 0.21% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 31,106 | $3.63M | 0.49% | +629+2.1% | Added |
| Pallas Capital Advisors LLC | 31,056 | $3.62M | 0.12% | +1,376+4.6% | Added |
| Clearstead Advisors, LLC | 30,944 | $3.61M | 0.05% | +2,731+9.7% | Added |
| Peloton Wealth Strategists | 30,850 | $3.60M | 1.40% | −550−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 30,820 | $3.60M | 0.04% | −978−3.1% | Reduced |
| Quadrant Capital Group LLC | 30,733 | $3.59M | 0.11% | −129−0.4% | Reduced |
| Loomis Sayles & Co L P | 30,653 | $3.58M | 0.00% | −681−2.2% | Reduced |
| YANKCOM Partnership | 30,624 | $3.57M | 1.52% | +498+1.7% | Added |
| Mfg Wealth Management, Inc. | 30,572 | $3.57M | 2.78% | −2,969−8.9% | Reduced |
| Myriad Asset Management Advisors LLC | 30,542 | $3.56M | 1.10% | +30,542 | New |
| Westbourne Investments, Inc. | 30,360 | $3.54M | 1.65% | +515+1.7% | Added |
| Aaron Wealth Advisors | 30,218 | $3.53M | 0.20% | +3,374+12.6% | Added |
| Private Management Group Inc | 30,155 | $3.52M | 0.10% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 30,128 | $3.52M | 0.34% | −14,505−32.5% | Reduced |
| Fiduciary Trust Co | 30,020 | $3.50M | 0.04% | +55+0.2% | Added |
| Mystic Asset Management, Inc. | 29,974 | $3.50M | 0.79% | +686+2.3% | Added |
| Cooper Financial Group | 29,917 | $3.49M | 0.37% | −583−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 29,890 | $3.49M | 0.24% | −806−2.6% | Reduced |
| Salem Investment Counselors Inc | 29,837 | $3.48M | 0.10% | −750−2.5% | Reduced |
| Generali Investments, Management Co LLC | 29,794 | $3.48M | 0.69% | −7,876−20.9% | Reduced |
| CTC LLC | 29,571 | $3.45M | 0.32% | +29,571 | New |
| Creative Financial Designs Inc | 29,523 | $3.45M | 0.22% | −1,712−5.5% | Reduced |
| YHB Investment Advisors, Inc. | 29,450 | $3.44M | 0.24% | −74−0.3% | Reduced |
| Ramirez Asset Management, Inc. | 29,431 | $3.43M | 0.45% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 29,048 | $3.43M | 0.16% | +12,247+72.9% | Added |
| Summit Financial, LLC | 29,351 | $3.42M | 0.05% | +3,456+13.3% | Added |
| Sagespring Wealth Partners, LLC | 29,322 | $3.42M | 0.06% | +3,824+15.0% | Added |
| HighPoint Advisor Group LLC | 29,213 | $3.41M | 0.07% | +5,747+24.5% | Added |
| Pinnacle Holdings, LLC | 29,032 | $3.39M | 1.14% | +100+0.3% | Added |
| Diversify Advisory Services, LLC | 28,646 | $3.38M | 0.11% | −6,519−18.5% | Reduced |
| Modern Wealth Management, LLC | 28,871 | $3.37M | 0.06% | +757+2.7% | Added |
| Meridian Wealth Management, LLC | 28,871 | $3.37M | 0.12% | +758+2.7% | Added |
| Parallel Advisors, LLC | 28,696 | $3.35M | 0.06% | −1,308−4.4% | Reduced |
| Kennondale Capital Management LLC | 28,644 | $3.34M | 2.46% | 00.0% | Unchanged |
| PFG Investments, LLC | 28,597 | $3.34M | 0.16% | +3,986+16.2% | Added |
| Altman Advisors, Inc. | 28,582 | $3.34M | 1.26% | −1,724−5.7% | Reduced |
| G&S Capital LLC | 28,470 | $3.32M | 1.17% | +16,540+138.6% | Added |
| HBW Advisory Services LLC | 28,081 | $3.28M | 0.36% | −12,877−31.4% | Reduced |
| Slagle Financial, LLC | 27,993 | $3.27M | 1.14% | +125+0.4% | Added |
| Everett Harris & Co | 27,969 | $3.26M | 0.04% | −340−1.2% | Reduced |
| IFP Advisors, Inc | 27,902 | $3.26M | 0.07% | +16,010+134.6% | Added |
| Alerus Financial NA | 27,812 | $3.25M | 0.16% | +3,903+16.3% | Added |
| CMT Capital Markets Trading GmbH | 27,500 | $3.21M | 2.12% | −162,300−85.5% | Reduced |
| Gladstone Institutional Advisory LLC | 27,353 | $3.19M | 0.12% | +1,082+4.1% | Added |
| FineMark National Bank & Trust | 27,353 | $3.19M | 0.10% | +90+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27,153 | $3.17M | 0.60% | +176+0.7% | Added |
| Insight Inv LLC | 27,148 | $3.17M | 1.78% | +45+0.2% | Added |
| Elevatus Welath Management | 27,080 | $3.16M | 0.86% | +27,080 | New |
| Smartleaf Asset Management LLC | 26,849 | $3.15M | 0.12% | +3,995+17.5% | Added |
| Manske Wealth Management | 26,874 | $3.14M | 0.93% | −2,053−7.1% | Reduced |
| Evelyn Partners Investment Management LLP | 26,804 | $3.13M | 0.09% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 26,746 | $3.12M | 1.69% | +8,863+49.6% | Added |
| Carret Asset Management, LLC | 26,633 | $3.11M | 0.29% | −205−0.8% | Reduced |
| Trust Co of Toledo NA | 26,602 | $3.10M | 0.31% | +1,854+7.5% | Added |
| InTrack Investment Management Inc | 26,382 | $3.08M | 1.72% | +420+1.6% | Added |
| Cornercap Investment Counsel Inc | 26,361 | $3.08M | 1.52% | −360−1.3% | Reduced |
| PMC FIG Opportunities LLC | 26,196 | $3.06M | 4.80% | −9,157−25.9% | Reduced |
| First Dallas Securities Inc. | 26,144 | $3.05M | 1.14% | −1,147−4.2% | Reduced |
| McDonald Partners LLC | 26,035 | $3.04M | 0.96% | +775+3.1% | Added |
| Sumitomo Life Insurance Co | 25,945 | $3.03M | 0.08% | +225+0.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 25,930 | $3.03M | 0.67% | −7,065−21.4% | Reduced |
| Columbia Asset Management | 25,803 | $3.01M | 0.54% | −2,496−8.8% | Reduced |
| SBI Securities Co., Ltd. | 25,690 | $3.00M | 0.08% | +145+0.6% | Added |
| Trust Asset Management LLC | 25,465 | $2.97M | 0.20% | −824−3.1% | Reduced |
| Gold Investment Management Ltd. | 25,366 | $2.96M | 0.94% | +75+0.3% | Added |
| Legacy Capital Group California, Inc. | 25,359 | $2.96M | 0.72% | +218+0.9% | Added |
| St. Louis Financial Planners Asset Management, LLC | 25,323 | $2.95M | 1.82% | +25,323 | New |
| Wedmont Private Capital | 24,261 | $2.94M | 0.10% | −783−3.1% | Reduced |
| Meridian Investment Counsel Inc. | 25,176 | $2.94M | 0.71% | −350−1.4% | Reduced |
| Kempner Capital Management Inc. | 26,008 | $2.93M | 2.77% | −4,897−15.8% | Reduced |
| Steel Peak Wealth Management LLC | 25,064 | $2.92M | 0.10% | −22,573−47.4% | Reduced |
| Exchange Traded Concepts, LLC | 25,000 | $2.92M | 0.02% | +2,795+12.6% | Added |
| Tounjian Advisory Partners, LLC | 24,980 | $2.91M | 0.99% | −2,648−9.6% | Reduced |
| Game Creek Capital, LP | 24,925 | $2.91M | 1.10% | −375−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 24,905 | $2.91M | 0.19% | +4,121+19.8% | Added |
| Integrated Advisors Network LLC | 24,865 | $2.90M | 0.13% | −22,795−47.8% | Reduced |
| Bokf, NA | 24,822 | $2.90M | 0.04% | +17,628+245.0% | Added |
| Allen Wealth Management, LLC | 24,801 | $2.89M | 1.74% | −906−3.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $2.88M | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 24,619 | $2.87M | 0.52% | −5,423−18.1% | Reduced |
| Convergence Investment Partners, LLC | 24,620 | $2.87M | 0.57% | +5,049+25.8% | Added |
| GTS Securities LLC | 24,506 | $2.86M | 0.10% | +13,937+131.9% | Added |
| Krilogy Financial LLC | 24,863 | $2.85M | 0.10% | +3,758+17.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,428 | $2.85M | 0.05% | +4,062+19.9% | Added |
| Huntington National Bank | 24,383 | $2.85M | 0.02% | +3,871+18.9% | Added |
| Catalyst Funds Management Pty Ltd | 24,300 | $2.84M | 0.66% | +800+3.4% | Added |
| Inscription Capital, LLC | 24,295 | $2.83M | 0.29% | −1,224−4.8% | Reduced |
| J.W. Cole Advisors, Inc. | 27,698 | $2.83M | 0.07% | −1,442−4.9% | Reduced |
| MONECO Advisors, LLC | 24,171 | $2.82M | 0.22% | +16,043+197.4% | Added |
| Axecap Investments, LLC | 24,069 | $2.81M | 1.73% | +24,069 | New |
| SWP Investment Management LLC | 23,953 | $2.80M | 2.03% | +393+1.7% | Added |
| Insigneo Advisory Services, LLC | 23,824 | $2.78M | 0.20% | −4,711−16.5% | Reduced |
| Finivi Inc. | 23,800 | $2.78M | 1.61% | −594−2.4% | Reduced |
| Perpetual Ltd | 23,362 | $2.73M | 0.04% | +12,620+117.5% | Added |
| Ocean Capital Management, LLC | 23,260 | $2.71M | 0.54% | −256−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 23,893 | $2.71M | 0.07% | −169−0.7% | Reduced |
| Bangor Savings Bank | 23,093 | $2.69M | 0.22% | −2,180−8.6% | Reduced |
| Chancellor Financial Group WB LP | 22,908 | $2.67M | 1.83% | +80+0.4% | Added |