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
- 2,025
- +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
- 721 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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 13,871 | $984.7K | 0.86% | −189−1.3% | Reduced |
| Bristlecone Advisors, LLC | 13,895 | $986.4K | 0.08% | −2,390−14.7% | Reduced |
| Angel Oak Capital Advisors, LLC | 14,000 | $993.9K | 1.33% | +14,000 | New |
| HBK Sorce Advisory LLC | 14,086 | $1.00M | 0.03% | +2,283+19.3% | Added |
| Dynamic Technology Lab Private Ltd | 14,118 | $1.00M | 0.15% | +14,118 | New |
| Power Wealth Management LLC | 14,127 | $1.00M | 0.41% | −102−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $1.00M | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14,164 | $1.01M | 0.08% | +664+4.9% | Added |
| Independence Bank of Kentucky | 14,218 | $1.01M | 0.16% | +3,665+34.7% | Added |
| Shelton Wealth Management, LLC | 14,254 | $1.01M | 0.58% | −1,770−11.0% | Reduced |
| Paragon Capital Management LLC | 14,373 | $1.02M | 0.58% | −685−4.5% | Reduced |
| Leavell Investment Management, Inc. | 14,405 | $1.02M | 0.05% | +10,772+296.5% | Added |
| Michels Family Financial, LLC | 14,477 | $1.03M | 0.93% | +166+1.2% | Added |
| Canandaigua National Bank & Trust Co | 14,483 | $1.03M | 0.10% | −1,115−7.1% | Reduced |
| Premier Path Wealth Partners, LLC | 14,485 | $1.03M | 0.16% | +243+1.7% | Added |
| Wealthspire Advisors, LLC | 14,507 | $1.03M | 0.01% | +5,960+69.7% | Added |
| NVWM, LLC | 14,612 | $1.04M | 0.28% | +3,507+31.6% | Added |
| Paradigm Financial Partners, LLC | 14,656 | $1.04M | 0.13% | −131−0.9% | Reduced |
| Wellington Management Group LLP | 14,718 | $1.04M | 0.00% | −29,764−66.9% | Reduced |
| Conning Inc. | 14,793 | $1.05M | 0.04% | −88−0.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 14,822 | $1.05M | 0.34% | +14,822 | New |
| MWA Asset Management | 14,855 | $1.05M | 0.73% | +672+4.7% | Added |
| Centiva Capital, LP | 14,891 | $1.06M | 0.06% | +2,441+19.6% | Added |
| Prasad Wealth Partners, LLC | 14,900 | $1.06M | 0.35% | −650−4.2% | Reduced |
| Qtron Investments LLC | 14,946 | $1.06M | 0.16% | −5,652−27.4% | Reduced |
| Schnieders Capital Management LLC | 14,956 | $1.06M | 0.23% | +3,753+33.5% | Added |
| Excalibur Management Corp | 14,959 | $1.06M | 0.42% | −209−1.4% | Reduced |
| Deltec Asset Management LLC | 15,125 | $1.07M | 0.23% | +15,125 | New |
| First Manhattan Co | 15,151 | $1.08M | 0.00% | −12,103−44.4% | Reduced |
| Winthrop Capital Management, LLC | 15,156 | $1.08M | 0.30% | +582+4.0% | Added |
| Aster Capital Management (DIFC) Ltd | 13,473 | $1.08M | 0.20% | +2,512+22.9% | Added |
| Argentarii, LLC | 15,179 | $1.08M | 0.53% | +15,179 | New |
| Ransom Advisory, Ltd | 15,214 | $1.08M | 0.53% | +900+6.3% | Added |
| Fortress Private Ledger, LLC | 15,252 | $1.08M | 0.60% | +3,426+29.0% | Added |
| Somerset Trust Co | 15,275 | $1.08M | 0.39% | −78−0.5% | Reduced |
| Citizens Financial Group Inc | 15,322 | $1.09M | 0.02% | +918+6.4% | Added |
| Secured Retirement Advisors, LLC | 15,358 | $1.09M | 0.70% | +11,599+308.6% | Added |
| CBOE Vest Financial, LLC | 15,482 | $1.10M | 0.02% | +6,559+73.5% | Added |
| Hayek Kallen Investment Management | 15,534 | $1.10M | 0.41% | +8,630+125.0% | Added |
| Widmann Financial Services, Inc. | 15,618 | $1.11M | 0.86% | +648+4.3% | Added |
| Northeast Financial Consultants Inc | 15,626 | $1.11M | 0.05% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 15,800 | $1.12M | 0.27% | +531+3.5% | Added |
| Marex Group plc | 15,813 | $1.12M | 0.02% | −2,047−11.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 15,818 | $1.12M | 0.10% | −28−0.2% | Reduced |
| Sterling Capital Management LLC | 15,862 | $1.13M | 0.02% | +40+0.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,967 | $1.13M | 0.04% | +1,791+12.6% | Added |
| Zuckerman Investment Group, LLC | 16,000 | $1.14M | 0.12% | 00.0% | Unchanged |
| Inceptionr LLC | 16,063 | $1.14M | 0.34% | +16,063 | New |
| Intrust Bank NA | 16,096 | $1.14M | 0.11% | +1,582+10.9% | Added |
| Cito Capital Group, LLC | 16,151 | $1.15M | 0.44% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 16,195 | $1.15M | 0.87% | +16,195 | New |
| Checchi Capital Advisers, LLC | 16,200 | $1.15M | 0.08% | +809+5.3% | Added |
| Ignite Planners, LLC | 16,905 | $1.15M | 0.23% | +285+1.7% | Added |
| Larson Financial Group LLC | 16,228 | $1.15M | 0.05% | +6,761+71.4% | Added |
| Sunbelt Securities, Inc. | 16,253 | $1.15M | 0.10% | −11,698−41.9% | Reduced |
| Portside Wealth Group, LLC | 16,268 | $1.15M | 0.19% | −1,770−9.8% | Reduced |
| Moors & Cabot, Inc. | 16,305 | $1.16M | 0.06% | −823−4.8% | Reduced |
| Carson Advisory Inc. | 16,400 | $1.16M | 0.78% | −235−1.4% | Reduced |
| Sigma Planning Corp | 16,442 | $1.17M | 0.04% | +885+5.7% | Added |
| Melfa Wealth Management, LLC | 16,466 | $1.17M | 0.79% | −29−0.2% | Reduced |
| First Dallas Securities Inc. | 16,484 | $1.17M | 0.49% | +6,217+60.6% | Added |
| Solitude Financial Services | 16,496 | $1.17M | 0.45% | +140+0.9% | Added |
| Fusion Capital, LLC | 16,500 | $1.17M | 0.45% | +1,730+11.7% | Added |
| Convergence Investment Partners, LLC | 16,523 | $1.17M | 0.32% | −6,396−27.9% | Reduced |
| Bridgefront Capital, LLC | 16,673 | $1.18M | 0.34% | +16,673 | New |
| Quantitative Investment Management, LLC | 16,744 | $1.19M | 0.11% | −9,344−35.8% | Reduced |
| InTrack Investment Management Inc | 16,739 | $1.19M | 1.08% | −2,673−13.8% | Reduced |
| Quadrature Capital Ltd | 16,736 | $1.19M | 0.03% | −136,010−89.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,875 | $1.20M | 0.11% | +189+1.1% | Added |
| Accurate Wealth Management, LLC | 19,442 | $1.20M | 0.23% | +2,047+11.8% | Added |
| Cardinal Point Capital Management, ULC | 16,907 | $1.20M | 0.11% | +16,907 | New |
| ISAM Funds (UK) Ltd | 16,911 | $1.20M | 0.59% | +13,707+427.8% | Added |
| Essex Financial Services, Inc. | 16,918 | $1.20M | 0.09% | −965−5.4% | Reduced |
| Round Rock Advisors, LLC | 17,018 | $1.21M | 0.22% | −165−1.0% | Reduced |
| Eagle Global Advisors LLC | 17,150 | $1.22M | 0.05% | +14,050+453.2% | Added |
| Transatlantique Private Wealth LLC | 17,171 | $1.22M | 0.49% | −878−4.9% | Reduced |
| Generation Capital Management LLC | 17,190 | $1.22M | 1.10% | +17,190 | New |
| Citizens National Bank Trust Department | 17,203 | $1.22M | 0.26% | +3,002+21.1% | Added |
| World Equity Group, Inc. | 17,523 | $1.23M | 0.35% | +5,543+46.3% | Added |
| Mutual Advisors, LLC | 18,062 | $1.24M | 0.04% | +481+2.7% | Added |
| Hilltop Holdings Inc. | 17,425 | $1.24M | 0.08% | −11,899−40.6% | Reduced |
| USA Financial Portformulas Corp | 17,471 | $1.24M | 0.20% | +17,471 | New |
| Regions Financial Corp | 17,477 | $1.24M | 0.01% | −1,128−6.1% | Reduced |
| Tandem Capital Management Corp | 17,487 | $1.24M | 0.69% | +1,044+6.3% | Added |
| Arjuna Capital | 17,545 | $1.25M | 0.34% | +17,545 | New |
| Wealthcare Advisory Partners LLC | 17,553 | $1.25M | 0.03% | −2,020−10.3% | Reduced |
| Change Path, LLC | 17,568 | $1.25M | 0.04% | +1,686+10.6% | Added |
| Meyer Handelman Co | 17,670 | $1.25M | 0.04% | −28,150−61.4% | Reduced |
| Institute for Wealth Management, LLC. | 17,686 | $1.26M | 0.16% | −189−1.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.26M | 0.74% | 00.0% | Unchanged |
| LM Advisors LLC | 17,734 | $1.26M | 0.23% | +1,053+6.3% | Added |
| Venture Visionary Partners LLC | 17,761 | $1.26M | 0.05% | −67−0.4% | Reduced |
| Summit X, LLC | 17,842 | $1.27M | 0.27% | −422−2.3% | Reduced |
| Tiaa Trust, National Association | 17,853 | $1.27M | 0.00% | +1,775+11.0% | Added |
| Trust Co of Toledo NA | 17,873 | $1.27M | 0.17% | +640+3.7% | Added |
| Prosperity Consulting Group, LLC | 17,940 | $1.27M | 0.10% | +183+1.0% | Added |
| IFP Advisors, Inc | 17,993 | $1.28M | 0.04% | −34,542−65.8% | Reduced |
| Birchbrook, Inc. | 18,069 | $1.28M | 0.72% | −917−4.8% | Reduced |
| Resources Management Corp | 18,230 | $1.29M | 0.18% | 00.0% | Unchanged |
| Breakwater Capital Group | 18,299 | $1.30M | 0.23% | +3,911+27.2% | Added |