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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 18,333 | $1.30M | 0.37% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 18,353 | $1.30M | 0.94% | −537−2.8% | Reduced |
| Abundance Wealth Counselors | 18,523 | $1.31M | 0.28% | +93+0.5% | Added |
| Pinnacle Financial Partners Inc | 18,554 | $1.32M | 0.03% | +15,436+495.1% | Added |
| Royal Fund Management, LLC | 18,678 | $1.33M | 0.16% | +325+1.8% | Added |
| Pflug Koory, LLC | 18,714 | $1.33M | 0.74% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 18,950 | $1.33M | 0.04% | +2,259+13.5% | Added |
| Oarsman Capital, Inc. | 18,864 | $1.34M | 0.24% | +399+2.2% | Added |
| Sagespring Wealth Partners, LLC | 18,877 | $1.34M | 0.03% | +6,282+49.9% | Added |
| Paradigm Asset Management Co LLC | 18,900 | $1.34M | 0.36% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,909 | $1.34M | 0.03% | −508−2.6% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $1.35M | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,007 | $1.35M | 0.03% | −2,871−13.1% | Reduced |
| GKV Capital Management Co., Inc. | 19,070 | $1.35M | 0.67% | +18,070+1,807.0% | Added |
| Transcend Wealth Collective, LLC | 19,077 | $1.35M | 0.10% | −432−2.2% | Reduced |
| Cigna Investments Inc | 19,082 | $1.35M | 0.25% | −345−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 19,119 | $1.36M | 0.05% | −4,114−17.7% | Reduced |
| CenterBook Partners LP | 19,215 | $1.36M | 0.09% | +19,215 | New |
| Huntington National Bank | 19,218 | $1.36M | 0.01% | +4,100+27.1% | Added |
| First National Trust Co | 19,245 | $1.37M | 0.06% | −529−2.7% | Reduced |
| Norden Group LLC | 19,564 | $1.39M | 0.16% | −4,203−17.7% | Reduced |
| Birmingham Capital Management Co Inc | 19,565 | $1.39M | 0.52% | −500−2.5% | Reduced |
| DMKC Advisory Services, LLC | 19,707 | $1.40M | 1.26% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 19,710 | $1.40M | 0.26% | −132−0.7% | Reduced |
| NewEdge Wealth, LLC | 19,726 | $1.40M | 0.03% | +1,607+8.9% | Added |
| Tevis Investment Management | 19,902 | $1.40M | 1.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 19,749 | $1.40M | 0.12% | +347+1.8% | Added |
| BNP Paribas | 19,876 | $1.41M | 0.06% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 19,920 | $1.41M | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 19,985 | $1.42M | 0.03% | +77+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.42M | 0.18% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 20,059 | $1.42M | 0.11% | +2,803+16.2% | Added |
| Clarius Group, LLC | 20,164 | $1.43M | 0.09% | +10,171+101.8% | Added |
| Benedict Financial Advisors Inc | 20,182 | $1.43M | 0.33% | −5,570−21.6% | Reduced |
| Smartleaf Asset Management LLC | 20,397 | $1.43M | 0.14% | +56+0.3% | Added |
| Marshall Wace, LLP | 20,241 | $1.44M | 0.00% | −265,062−92.9% | Reduced |
| Avantra Family Wealth, Inc. | 20,244 | $1.44M | 1.38% | −37−0.2% | Reduced |
| Perpetual Ltd | 20,276 | $1.44M | 0.02% | −223−1.1% | Reduced |
| Spirit of America Management Corp | 20,350 | $1.44M | 0.29% | +1,650+8.8% | Added |
| Stevens Capital Management LP | 20,381 | $1.45M | 0.36% | +11,960+142.0% | Added |
| Wedmont Private Capital | 23,577 | $1.45M | 0.07% | +6,188+35.6% | Added |
| Dana Investment Advisors, Inc. | 20,568 | $1.46M | 0.05% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 20,694 | $1.47M | 2.08% | +3,316+19.1% | Added |
| HighPoint Advisor Group LLC | 21,384 | $1.47M | 0.09% | −1,236−5.5% | Reduced |
| Wealthstar Advisors, LLC | 20,849 | $1.48M | 0.68% | +20,849 | New |
| Fifth Third Wealth Advisors LLC | 20,872 | $1.48M | 0.08% | +615+3.0% | Added |
| Persistent Asset Partners Ltd | 20,931 | $1.49M | 1.31% | −3,922−15.8% | Reduced |
| White Pine Capital LLC | 20,952 | $1.49M | 0.52% | +120+0.6% | Added |
| Brighton Jones LLC | 20,972 | $1.49M | 0.05% | +982+4.9% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.49M | 0.36% | −31,500−60.0% | Reduced |
| Umb Bank N A | 21,052 | $1.49M | 0.02% | −43,316−67.3% | Reduced |
| Beacon Financial Advisory LLC | 21,280 | $1.51M | 0.46% | −85−0.4% | Reduced |
| Peloton Wealth Strategists | 21,300 | $1.51M | 0.63% | +21,300 | New |
| Golden State Equity Partners | 21,512 | $1.53M | 0.30% | +499+2.4% | Added |
| Aigen Investment Management, LP | 21,549 | $1.53M | 0.24% | −1,515−6.6% | Reduced |
| GFG Capital, LLC | 21,553 | $1.53M | 0.47% | +15+0.1% | Added |
| Jacobi Capital Management LLC | 21,570 | $1.53M | 0.11% | −105−0.5% | Reduced |
| Summit Financial, LLC | 21,627 | $1.54M | 0.04% | +6,701+44.9% | Added |
| American State Bank (Iowa) | 21,643 | $1.54M | 0.93% | +302+1.4% | Added |
| Mesirow Financial Investment Management, Inc. | 21,832 | $1.55M | 0.03% | +2,390+12.3% | Added |
| Two Sigma Investments, LP | 21,900 | $1.55M | 0.00% | −24,500−52.8% | Reduced |
| Buckley Wealth Management, LLC | 22,017 | $1.56M | 0.49% | −135−0.6% | Reduced |
| SWP Investment Management LLC | 22,378 | $1.59M | 1.98% | +22,378 | New |
| Berkeley Capital Partners, LLC | 22,493 | $1.60M | 0.44% | −750−3.2% | Reduced |
| Advanced Portfolio Management, LLC | 22,500 | $1.60M | 3.22% | −53,634−70.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,572 | $1.60M | 0.01% | −149,941−86.9% | Reduced |
| Stance Capital LLC | 22,730 | $1.61M | 1.19% | +22,730 | New |
| Parsons Capital Management Inc | 22,867 | $1.62M | 0.09% | −95−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 22,935 | $1.63M | 0.10% | +85+0.4% | Added |
| Stansberry Asset Management, LLC | 22,989 | $1.63M | 0.20% | −11,173−32.7% | Reduced |
| Wright Investors Service Inc | 23,003 | $1.63M | 0.54% | −754−3.2% | Reduced |
| Sabal Trust CO | 23,254 | $1.65M | 0.09% | +11,084+91.1% | Added |
| Bleakley Financial Group, LLC | 23,282 | $1.65M | 0.05% | +2,897+14.2% | Added |
| Gordian Capital Singapore Pte Ltd | 23,450 | $1.65M | 1.03% | −2,150−8.4% | Reduced |
| Chancellor Financial Group WB LP | 23,376 | $1.66M | 1.38% | +3,093+15.2% | Added |
| KPP Advisory Services LLC | 23,415 | $1.66M | 0.32% | +23,415 | New |
| Versor Investments LP | 23,500 | $1.67M | 0.27% | −1,000−4.1% | Reduced |
| Schechter Investment Advisors, LLC | 23,615 | $1.68M | 0.14% | +233+1.0% | Added |
| Signaturefd, LLC | 23,737 | $1.69M | 0.03% | −1,644−6.5% | Reduced |
| PFG Investments, LLC | 24,059 | $1.71M | 0.11% | −1,449−5.7% | Reduced |
| MidWestOne Financial Group, Inc. | 24,110 | $1.71M | 0.24% | +14,954+163.3% | Added |
| Jennison Associates LLC | 24,204 | $1.72M | 0.00% | +219+0.9% | Added |
| Ocean Capital Management, LLC | 24,259 | $1.72M | 0.41% | −57−0.2% | Reduced |
| Baker Avenue Asset Management, LP | 24,269 | $1.72M | 0.05% | +3,440+16.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.75M | 0.07% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 24,681 | $1.75M | 0.43% | +3,243+15.1% | Added |
| IHT Wealth Management, LLC | 24,866 | $1.77M | 0.06% | +14,538+140.8% | Added |
| McDonald Partners LLC | 25,009 | $1.78M | 0.46% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 25,099 | $1.78M | 0.89% | −694−2.7% | Reduced |
| Gold Investment Management Ltd. | 25,115 | $1.78M | 0.75% | +97+0.4% | Added |
| Stratos Wealth Partners, LTD. | 25,118 | $1.78M | 0.03% | −10,059−28.6% | Reduced |
| Meridian Wealth Management, LLC | 25,521 | $1.81M | 0.09% | −218−0.8% | Reduced |
| VELA Investment Management, LLC | 25,597 | $1.82M | 0.62% | −815−3.1% | Reduced |
| Ballentine Partners, LLC | 25,635 | $1.82M | 0.03% | +2,403+10.3% | Added |
| Legacy Capital Group California, Inc. | 25,786 | $1.83M | 0.64% | +10,213+65.6% | Added |
| Princeton Capital Management LLC | 26,053 | $1.85M | 0.65% | +26,053 | New |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.85M | 0.58% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 26,162 | $1.86M | 0.28% | −1,693−6.1% | Reduced |
| Trust Asset Management LLC | 26,304 | $1.87M | 0.15% | −930−3.4% | Reduced |
| Commerzbank Aktiengesellschaft | 26,434 | $1.88M | 0.04% | +6,293+31.2% | Added |