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Who Owns Citigroup Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Citigroup Inc.

Who crossed 5% of C →
Managers holding
108
as of 2026-09-30
Reported value
$380.8M
summed across filings
Shares held
2.9M
Added vs trimmed
49 / 40
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Artemis Investment Management LLPCOM NEW524.1K shadded$67.9M
Mn Services Vermogensbeheer B.V.COM NEW505.6K shadded$65.5M
Douglas Lane & Associates, LLCCOMMON390.6K shtrimmed$50.6M
AVITY INVESTMENT MANAGEMENT INC.COM NEW148.8K shadded$19.3M
Gradient Investments LLCCOM NEW144.2K shtrimmed$18.7M
Adams Asset Advisors, LLCCOM143K shtrimmed$18.5M
Sound Income Strategies, LLCCOM NEW140.7K shtrimmed$18M
Allen Mooney & Barnes Investment Advisors LLCStock84.2K shadded$10.9M
Eastover Investment Advisors LLCCOM NEW75.3K shtrimmed$9.8M
Farther Finance Advisors, LLCStock73.3K shadded$9.5M
GAMMA Investing LLCCommon Stock58.6K shadded$7.6M
Valeo Financial Advisors, LLCStock43.3K shadded$5.6M
Mirador Capital Partners LPCOM NEW43.2K shadded$5.6M
Avidian Wealth Enterprises, LLCCOM NEW39.9K shadded$5.2M
Bank & Trust CoCOM NEW32.1K shtrimmed$4.2M
YHB Investment Advisors, Inc.COM NEW29.4K shtrimmed$3.8M
Wedmont Private CapitalCOM NEW29.3K shadded$3.8M
Bangor Savings BankCOM NEW20.8K shtrimmed$2.7M
Cooper Financial GroupCOM NEW18.6K shtrimmed$2.4M
STABLEFORD CAPITAL II LLCCOM NEW17.7K shadded$2.3M
BENEDICT FINANCIAL ADVISORS INCCommon Stock17.1K shtrimmed$2.2M
Breakwater Capital GroupCOM NEW16.8K shtrimmed$2.2M
Athena Wealth Management, LLCCOM NEW15.2K shtrimmed$2M
Matrix Trust CoCOM NEW14.9K shadded$1.9M
MOODY NATIONAL BANK TRUST DIVISIONCOM NEW14.4K shadded$1.9M
Apella Capital, LLCCOM NEW14.1K shadded$1.8M
Venture Visionary Partners LLCCOM NEW11.7K shadded$1.5M
TOTH FINANCIAL ADVISORY CORPCOM NEW9.4K shadded$1.2M
EASTERN BANKCOM NEW9K shadded$1.2M
Balefire, LLCCOM NEW8.8K shadded$1.1M
RIVERSEDGE ADVISORS, LLCCOM NEW8.8K shadded$1.1M
DIVERSIFIED MANAGEMENT INCCOM NEW8.4K shadded$1.1M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7.9K shtrimmed$1M
CHAPIN DAVIS, INC.COM NEW7.9K shtrimmed$1M
Baron Financial Group, LLCCOM NEW7.8K shheld$1M
TrueWealth Advisors, LLCCOM NEW7.5K shadded$970.7K
STEPH & COCOM NEW7.3K shtrimmed$939.9K
TITLEIST ASSET MANAGEMENT, LLCCOM NEW7K shtrimmed$910.8K
Monument Capital ManagementCOM NEW6.4K shadded$827.5K
Rosenberg Matthew HamiltonStock5.8K shadded$749.3K
Meadowbrook Wealth Management, LLCLarge US Val Eq5.6K shtrimmed$722.2K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM5.6K shadded$720.7K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM NEW5.5K shtrimmed$711K
CoreCap Advisors, LLCStock5.5K shtrimmed$708K
Worth Asset Management, LLCStock5.1K shadded$655.1K
Atlas Brown,Inc.Stock4.9K shtrimmed$631.7K
Ridgewood Investments LLCCOM NEW4.6K shtrimmed$590K
Grove Bank & TrustCOM NEW4.5K shadded$589K
Intelligence Driven Advisers, LLCCOM NEW4.5K shadded$584.5K
BOS Asset Management, LLCCOM NEW4.5K shadded$584.3K
Investors Research CorpCOM NEW4.4K shheld$572.9K
CANANDAIGUA NATIONAL BANK & TRUST COCom4.3K shtrimmed$552K
DAVIDSON TRUST COEquities4.2K shheld$537.7K
Greenfield Savings BankCOM NEW4.2K shadded$537.6K
Oak Grove Capital LLCCOM NEW4K sh—$517.9K
Shulman DeMeo Asset Management LLCCOM NEW3.9K shtrimmed$504K
KFA Private Wealth Group, LLCCOM NEW3.9K shadded$503.6K
Applied Capital LLC/FLCOM NEW3.8K shheld$498.4K
New Covenant Trust Company, N.A.COM NEW3.6K shadded$470.1K
Byrne Asset Management LLCCOM3.7K shadded$465.5K
Whalen Wealth Management Inc.COM NEW3.6K shtrimmed$460K
Everhart Financial Group, Inc.COM NEW3.5K shadded$456.9K
NEVILLE RODIE & SHAW INCCOM3.5K shheld$455K
LEGACY SOLUTIONS, LLCCOM NEW3.4K shtrimmed$444.6K
JUNCTURE WEALTH STRATEGIES, LLCCOM NEW3.4K shadded$443.4K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM NEW3.3K shadded$426.1K
LifeGoal Investments, LLCCOM NEW3.2K shadded$415.5K
DECISION INVESTMENTS, INCCOM NEW3.2K shheld$409.8K
RFG - Bristol Wealth Advisors, LLCCOM NEW2.9K shadded$377.8K
Weaver Consulting GroupCOM NEW2.9K shadded$371.5K
First Heartland Consultants, Inc.COM NEW2.8K shadded$359.8K
Vann Equity Management LLCCOM NEW2.7K shadded$354.8K
Hamilton Capital, LLCCOM NEW2.7K shadded$347.1K
Peoples Bank/KSCommon Stock2.6K shtrimmed$335.4K
Olistico Wealth, LLCStock2.6K shheld$334.7K
Acropolis Investment Management, LLCCOM NEW2.5K shtrimmed$328.9K
Successful Portfolios LLCCOM NEW2.5K shtrimmed$325.7K
Bill Few Associates, Inc.COM NEW2.3K shtrimmed$293.6K
Montz Harcus Wealth Management LLCCOM NEW2.1K shtrimmed$275.2K
SAPIENT CAPITAL LLCCOM NEW2.1K shtrimmed$267.5K
Castle Rock Wealth Management, LLCCOM NEW2K shadded$263.2K
Veery Capital, LLCCOM NEW2K shtrimmed$260.8K
AVAII WEALTH MANAGEMENT, LLCCOM NEW2K shtrimmed$253K
ELEVATION WEALTH PARTNERS, LLCCOM NEW1.8K shadded$236.4K
Dominguez Wealth Management Solutions, Inc.COM NEW1.7K shheld$224.4K
Wealth Enhancement Trust Services, Inc.COM NEW1.6K shtrimmed$210.1K
MRA Advisory GroupCOM NEW1.6K shtrimmed$209.9K
Aletheian Wealth Advisors LLCCOM NEW1.6K shadded$204.4K
AMERICAN NATIONAL BANK & TRUSTCOM NEW1.6K shtrimmed$202K
GK Wealth Management LLCCOM NEW1.5K shtrimmed$192K
FIRST COMMUNITY TRUST NACOM NEW1.3K shadded$172.3K
ARMSTRONG ADVISORY GROUP, INCCOM NEW1.3K shadded$164.4K
VALLEY WEALTH MANAGERS, INC.Stock1.2K shheld$152.5K
Bank of New HampshireCOM NEW991 shheld$128.3K
Pacifica Partners Inc.COM NEW943 shheld$119.8K
Central Pacific Bank - Trust DivisionCOM NEW800 shheld$103.6K
Trust CoStock544 shadded$70.4K
Horrell Capital Management, Inc.COM NEW500 shheld$64.7K
Bullock Wealth Management GroupStock430 shtrimmed$54.6K
Marquette Asset Management, LLCCOM NEW289 shheld$37.4K
Horizons Wealth ManagementStock283 shheld$36.6K
Paladin Partners, LLCStock191 shheld$24.7K
Retirement Wealth Solutions LLCCOM NEW167 shadded$21.7K
TOMPKINS FINANCIAL CORPCOM NEW152 shtrimmed$19.7K
MJT & Associates Financial Advisory Group, Inc.Stock116 shheld$15K
GILPIN WEALTH MANAGEMENT, LLCCOM NEW78 shadded$10.1K
Davis Capital ManagementStock47 shtrimmed$6.1K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW3 sh—$389

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on C

Company overviewEverything on C in one place, with the price.SEC filingsWhat C's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat C's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold C, and how big a bet.LobbyingWhat C spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on C's account, and who they worked for.Federal contractsWhat federal agencies pay C.PatentsWhat C is filing at the patent office.

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