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, Q1 2025
Institutional positions in Citigroup Inc as of Mar 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
- 2,026
- +62 vs. Q4 2024
- Shares held
- 1.44B
- +37.4M (+2.7%) vs. Q4 2024
- Total value
- $101.9B
- +$3.35B (+3.4%) vs. Q4 2024
- New holders
- 207
- 847 more added
- Sold out
- 145
- 722 more reduced
33 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 10,541 | $726.1K | 0.05% | −1,684−13.8% | Reduced |
| Herold Advisors, Inc. | 10,236 | $726.7K | 0.16% | +1,000+10.8% | Added |
| New Century Financial Group, LLC | 10,270 | $729.1K | 0.84% | −21,443−67.6% | Reduced |
| Westside Investment Management, Inc. | 10,289 | $730.1K | 0.16% | −57−0.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,289 | $730.4K | 0.37% | +268+2.7% | Added |
| Beutel, Goodman & Co Ltd. | 10,315 | $732.0K | 0.00% | +10,315 | New |
| 111 Capital | 10,319 | $732.5K | 0.14% | +2,737+36.1% | Added |
| KDT Advisors, LLC | 10,400 | $738.3K | 1.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,440 | $741.2K | 0.05% | +1,144+12.3% | Added |
| Syon Capital LLC | 10,443 | $741.3K | 0.06% | +1,984+23.5% | Added |
| Verdence Capital Advisors LLC | 10,467 | $743.1K | 0.06% | −574−5.2% | Reduced |
| LVZ Advisors, Inc. | 10,498 | $745.3K | 0.10% | +685+7.0% | Added |
| Hollencrest Capital Management | 10,513 | $746.3K | 0.03% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 10,521 | $746.9K | 0.19% | +10,521 | New |
| Sage Mountain Advisors LLC | 10,559 | $749.6K | 0.06% | −115−1.1% | Reduced |
| Quadcap Wealth Management, LLC | 10,613 | $753.4K | 0.11% | −4,024−27.5% | Reduced |
| Guardian Investment Management | 10,625 | $754.6K | 0.64% | −2,265−17.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,652 | $756.2K | 0.12% | −2,932−21.6% | Reduced |
| Gleason Group, Inc. | 10,678 | $758.1K | 0.14% | +74+0.7% | Added |
| Krilogy Financial LLC | 10,761 | $763.9K | 0.05% | +10,761 | New |
| Oxford Asset Management LLP | 10,764 | $764.1K | 0.35% | +10,764 | New |
| Daymark Wealth Partners, LLC | 10,778 | $765.1K | 0.03% | +7,851+268.2% | Added |
| Crestwood Advisors Group LLC | 10,818 | $768.0K | 0.01% | +1,345+14.2% | Added |
| Geneos Wealth Management Inc. | 10,852 | $770.4K | 0.03% | +2,199+25.4% | Added |
| CenterStar Asset Management, LLC | 10,862 | $772.0K | 1.11% | +10,862 | New |
| Callan Family Office, LLC | 10,929 | $775.9K | 0.06% | −1,816−14.2% | Reduced |
| Blueshift Asset Management, LLC | 10,945 | $777.0K | 0.31% | +10,945 | New |
| New England Asset Management Inc | 11,010 | $781.6K | 0.13% | −45,440−80.5% | Reduced |
| WCG Wealth Advisors LLC | 11,066 | $785.6K | 0.06% | −507−4.4% | Reduced |
| Personal Cfo Solutions, LLC | 11,112 | $788.8K | 0.16% | −744−6.3% | Reduced |
| Carnegie Lake Advisors LLC | 11,173 | $793.0K | 0.32% | +1,396+14.3% | Added |
| Gibbs Wealth Management | 11,202 | $795.2K | 0.19% | +535+5.0% | Added |
| RMR Wealth Builders | 11,205 | $795.4K | 0.08% | −227−2.0% | Reduced |
| Focus Financial Network, Inc. | 11,226 | $796.9K | 0.03% | +605+5.7% | Added |
| Umpqua Bank | 11,253 | $798.9K | 0.28% | −802−6.7% | Reduced |
| Diversify Wealth Management, LLC | 11,647 | $802.2K | 0.06% | −1,906−14.1% | Reduced |
| Simon Quick Advisors, LLC | 11,314 | $803.2K | 0.05% | +3,126+38.2% | Added |
| Loomis Sayles & Co L P | 11,340 | $805.0K | 0.00% | −729−6.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,347 | $805.1K | 0.07% | +107+1.0% | Added |
| Harmony Asset Management LLC | 11,412 | $810.1K | 0.34% | +3,220+39.3% | Added |
| Concord Asset Management, LLC | 12,229 | $810.8K | 0.18% | +543+4.6% | Added |
| TT Capital Management LLC | 11,444 | $812.5K | 0.68% | −202,178−94.6% | Reduced |
| Private Trust Co NA | 11,453 | $813.1K | 0.08% | +1,610+16.4% | Added |
| Washington Trust Bank | 11,457 | $813.3K | 0.08% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 11,501 | $816.0K | 0.01% | +11,501 | New |
| Fulton Bank, N.A. | 11,498 | $816.2K | 0.03% | −999−8.0% | Reduced |
| Philadelphia Trust Co | 11,507 | $817.0K | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 11,519 | $817.7K | 0.10% | +89+0.8% | Added |
| Aaron Wealth Advisors | 11,603 | $823.7K | 0.09% | +947+8.9% | Added |
| Sandy Spring Bank | 11,733 | $832.9K | 0.04% | −219−1.8% | Reduced |
| ARGA Investment Management, LP | 11,735 | $833.1K | 0.03% | +11,735 | New |
| Navellier & Associates Inc | 11,898 | $835.7K | 0.12% | −3,178−21.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,841 | $840.6K | 0.36% | −13,714−53.7% | Reduced |
| Lazari Capital Management, Inc. | 11,852 | $841.3K | 0.34% | −425−3.5% | Reduced |
| Headlands Technologies LLC | 11,859 | $841.9K | 0.10% | +4,547+62.2% | Added |
| Teza Capital Management LLC | 11,909 | $845.4K | 0.39% | +11,909 | New |
| Benjamin Edwards Inc | 11,942 | $847.8K | 0.01% | −131−1.1% | Reduced |
| Twelve Points Wealth Management LLC | 11,975 | $850.1K | 0.23% | −48−0.4% | Reduced |
| Kathmere Capital Management, LLC | 11,998 | $851.7K | 0.07% | +1,189+11.0% | Added |
| Aristides Capital LLC | 12,000 | $851.9K | 0.32% | +12,000 | New |
| TCG Advisory Services, LLC | 12,049 | $855.3K | 0.03% | −2,973−19.8% | Reduced |
| Seelaus Asset Management LLC | 12,102 | $859.1K | 0.82% | +226+1.9% | Added |
| Asset Dedication, LLC | 12,110 | $859.7K | 0.07% | +10+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 12,113 | $859.9K | 0.09% | +1,530+14.5% | Added |
| Skopos Labs, Inc. | 12,124 | $860.7K | 0.19% | +5,814+92.1% | Added |
| Procyon Private Wealth Partners, LLC | 12,176 | $864.3K | 0.05% | +1,712+16.4% | Added |
| Concord Wealth Partners | 12,201 | $866.1K | 0.14% | −497−3.9% | Reduced |
| Triangle Securities Wealth Management | 12,259 | $870.3K | 0.22% | −605−4.7% | Reduced |
| NorthRock Partners, LLC | 12,331 | $875.4K | 0.03% | +1,020+9.0% | Added |
| Stonegate Investment Group, LLC | 12,358 | $877.3K | 0.02% | +236+1.9% | Added |
| Fullcircle Wealth LLC | 12,986 | $886.7K | 0.37% | +1,540+13.5% | Added |
| J. Safra Sarasin Holding AG | 12,500 | $887.4K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 12,548 | $890.8K | 0.07% | −27,824−68.9% | Reduced |
| SeaCrest Wealth Management, LLC | 12,560 | $891.6K | 0.10% | −101−0.8% | Reduced |
| BKM Wealth Management, LLC | 12,636 | $897.0K | 0.37% | −242−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 13,660 | $904.0K | 0.07% | +2,249+19.7% | Added |
| Venturi Wealth Management, LLC | 12,748 | $905.0K | 0.05% | +928+7.9% | Added |
| Manchester Capital Management LLC | 12,752 | $905.2K | 0.11% | +286+2.3% | Added |
| Haverford Trust Co | 12,792 | $908.1K | 0.01% | +148+1.2% | Added |
| FNY Investment Advisers, LLC | 12,810 | $909.0K | 0.56% | −6,750−34.5% | Reduced |
| Hobbs Group Advisors, LLC | 12,828 | $910.7K | 0.35% | +2,934+29.7% | Added |
| Independent Financial Group, LLC | 12,842 | $911.6K | 0.03% | +1,221+10.5% | Added |
| Integrity Alliance, LLC. | 12,863 | $913.2K | 0.04% | +12,863 | New |
| Fort Sheridan Advisors LLC | 12,997 | $922.7K | 0.14% | −11−0.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 13,030 | $925.0K | 0.01% | −81,395−86.2% | Reduced |
| Summit Global Investments | 13,057 | $927.0K | 0.07% | −49,547−79.1% | Reduced |
| Johnson Investment Counsel Inc | 13,083 | $928.8K | 0.01% | −486−3.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 13,214 | $933.0K | 0.01% | −1,953−12.9% | Reduced |
| Tikehau Investment Management | 13,275 | $942.4K | 1.46% | +13,275 | New |
| Sowell Financial Services LLC | 13,320 | $945.6K | 0.04% | −987−6.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,327 | $946.1K | 0.02% | −307−2.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,366 | $948.8K | 0.10% | +85+0.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,400 | $951.3K | 0.60% | −300−2.2% | Reduced |
| Graypoint LLC | 13,451 | $954.9K | 0.06% | +274+2.1% | Added |
| First Commonwealth Financial Corp | 13,453 | $955.0K | 0.22% | +1,682+14.3% | Added |
| Integrated Advisors Network LLC | 13,585 | $964.4K | 0.05% | −33,324−71.0% | Reduced |
| Wealth Effects LLC | 13,600 | $965.5K | 0.41% | +4,650+52.0% | Added |
| Riverbend Wealth Management, LLC | 13,632 | $967.8K | 0.87% | +2,688+24.6% | Added |
| CX Institutional | 13,680 | $971.0K | 0.04% | −180−1.3% | Reduced |
| 3Chopt Investment Partners, LLC | 13,834 | $982.1K | 0.26% | +1,830+15.2% | Added |