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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 26,576 | $1.89M | 0.02% | +2,428+10.1% | Added |
| Inscription Capital, LLC | 29,878 | $1.89M | 0.32% | +29,878 | New |
| J.W. Cole Advisors, Inc. | 26,695 | $1.90M | 0.06% | +14,101+112.0% | Added |
| CSS LLC | 26,696 | $1.90M | 0.13% | −810−2.9% | Reduced |
| Evelyn Partners Investment Management LLP | 26,804 | $1.90M | 0.06% | −150−0.6% | Reduced |
| Finivi Inc. | 26,827 | $1.90M | 1.53% | +1,406+5.5% | Added |
| Laurion Capital Management LP | 26,921 | $1.91M | 0.15% | −71,491−72.6% | Reduced |
| Slagle Financial, LLC | 26,966 | $1.91M | 0.85% | −95−0.4% | Reduced |
| Journey Advisory Group, LLC | 27,154 | $1.93M | 0.16% | +27,154 | New |
| FineMark National Bank & Trust | 27,188 | $1.93M | 0.07% | −622−2.2% | Reduced |
| Meridian Investment Counsel Inc. | 27,252 | $1.93M | 0.57% | −1,050−3.7% | Reduced |
| Kingsview Wealth Management, LLC | 27,260 | $1.94M | 0.04% | +10,314+60.9% | Added |
| Insight Inv LLC | 27,268 | $1.94M | 1.33% | +146+0.5% | Added |
| EJF Capital LLC | 27,334 | $1.94M | 1.23% | −7,500−21.5% | Reduced |
| Profund Advisors LLC | 27,391 | $1.94M | 0.08% | −4,058−12.9% | Reduced |
| Carret Asset Management, LLC | 27,393 | $1.94M | 0.22% | −1,096−3.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,454 | $1.95M | 0.02% | +7,020+34.4% | Added |
| Bangor Savings Bank | 27,501 | $1.95M | 0.18% | −748−2.6% | Reduced |
| Selway Asset Management | 27,667 | $1.96M | 0.81% | −3,050−9.9% | Reduced |
| Savant Capital, LLC | 27,671 | $1.96M | 0.02% | −55,295−66.6% | Reduced |
| Farther Finance Advisors, LLC | 27,914 | $1.97M | 0.05% | +6,242+28.8% | Added |
| Pacitti Group Inc. | 27,806 | $1.97M | 0.94% | +1,701+6.5% | Added |
| Insigneo Advisory Services, LLC | 27,933 | $1.98M | 0.20% | +824+3.0% | Added |
| Sumitomo Life Insurance Co | 28,205 | $2.00M | 0.07% | −305−1.1% | Reduced |
| Modern Wealth Management, LLC | 28,315 | $2.01M | 0.06% | +2,330+9.0% | Added |
| Kennondale Capital Management LLC | 28,644 | $2.03M | 2.22% | 00.0% | Unchanged |
| Everett Harris & Co | 28,899 | $2.05M | 0.03% | +618+2.2% | Added |
| Pinnacle Holdings, LLC | 28,960 | $2.06M | 0.78% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 29,100 | $2.07M | 0.54% | +150+0.5% | Added |
| GFS Advisors, LLC | 29,115 | $2.07M | 0.42% | −2,825−8.8% | Reduced |
| Chicago Trust Co NA | 29,367 | $2.08M | 0.37% | +315+1.1% | Added |
| Coldstream Capital Management Inc | 29,459 | $2.09M | 0.04% | +2,971+11.2% | Added |
| Jupiter Wealth Management LLC | 27,500 | $2.09M | 1.27% | −15,588−36.2% | Reduced |
| Bayview Asset Management, LLC | 29,500 | $2.09M | 2.35% | +29,500 | New |
| YHB Investment Advisors, Inc. | 29,523 | $2.10M | 0.18% | −1,022−3.3% | Reduced |
| Ostrum Asset Management | 29,596 | $2.10M | 0.11% | +6,430+27.8% | Added |
| Altman Advisors, Inc. | 30,852 | $2.11M | 0.97% | −111−0.4% | Reduced |
| Columbia Asset Management | 29,735 | $2.11M | 0.43% | −1,645−5.2% | Reduced |
| Buckingham Strategic Partners | 29,773 | $2.11M | 0.03% | +11,260+60.8% | Added |
| Advent Capital Management | 30,000 | $2.13M | 0.05% | −10,000−25.0% | Reduced |
| Maxi Investments CY Ltd | 30,050 | $2.13M | 0.42% | −3,493−10.4% | Reduced |
| YANKCOM Partnership | 30,126 | $2.14M | 1.18% | +126+0.4% | Added |
| Forum Financial Management, LP | 30,257 | $2.15M | 0.04% | −81−0.3% | Reduced |
| AlphaCore Capital LLC | 30,341 | $2.15M | 0.18% | +2,109+7.5% | Added |
| Advisors Management Group Inc | 30,425 | $2.16M | 0.47% | −127−0.4% | Reduced |
| Atomi Financial Group, Inc. | 30,440 | $2.16M | 0.10% | +1,135+3.9% | Added |
| Cidel Asset Management Inc | 30,469 | $2.16M | 0.14% | −3,032−9.1% | Reduced |
| Cary Street Partners Financial LLC | 30,512 | $2.17M | 0.07% | +4,311+16.5% | Added |
| Wellington Shields & Co., LLC | 30,711 | $2.18M | 0.68% | +1,200+4.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 30,813 | $2.19M | 0.85% | +1,887+6.5% | Added |
| Sippican Capital Advisors | 30,865 | $2.19M | 1.65% | −5,919−16.1% | Reduced |
| Pallas Capital Advisors LLC | 30,964 | $2.20M | 0.09% | +11,853+62.0% | Added |
| Granite Investment Partners, LLC | 31,168 | $2.21M | 0.11% | +800+2.6% | Added |
| Mirador Capital Partners LP | 31,187 | $2.21M | 0.39% | +2,508+8.7% | Added |
| Cornercap Investment Counsel Inc | 31,263 | $2.22M | 1.16% | −368−1.2% | Reduced |
| Griffin Asset Management, Inc. | 31,338 | $2.22M | 0.27% | +13,606+76.7% | Added |
| Waterfront Wealth Inc. | 31,363 | $2.23M | 0.54% | −399−1.3% | Reduced |
| Connable Office Inc | 31,509 | $2.24M | 0.24% | −379−1.2% | Reduced |
| Stonebridge Capital Advisors LLC | 31,579 | $2.24M | 0.18% | −444−1.4% | Reduced |
| SBI Securities Co., Ltd. | 31,697 | $2.25M | 0.08% | −34,200−51.9% | Reduced |
| Agp Franklin, LLC | 35,148 | $2.26M | 1.39% | +1,519+4.5% | Added |
| Talon Private Wealth, LLC | 31,420 | $2.27M | 0.30% | +30,640+3,928.2% | Added |
| Parallel Advisors, LLC | 31,972 | $2.27M | 0.05% | +693+2.2% | Added |
| Quadrant Capital Group LLC | 31,974 | $2.27M | 0.08% | +23,652+284.2% | Added |
| Gladstone Institutional Advisory LLC | 32,003 | $2.27M | 0.11% | +18,620+139.1% | Added |
| Allen Wealth Management, LLC | 32,070 | $2.28M | 1.57% | +927+3.0% | Added |
| Infrastructure Capital Advisors, LLC | 32,075 | $2.28M | 0.29% | +2,246+7.5% | Added |
| Salem Investment Counselors Inc | 32,173 | $2.28M | 0.08% | −2,407−7.0% | Reduced |
| Bank & Trust Co | 32,411 | $2.30M | 1.87% | −643−1.9% | Reduced |
| Ameliora Wealth Management Ltd. | 32,590 | $2.31M | 0.87% | 00.0% | Unchanged |
| Game Creek Capital, LP | 32,625 | $2.32M | 1.44% | −3,250−9.1% | Reduced |
| Trexquant Investment LP | 32,955 | $2.34M | 0.03% | +32,955 | New |
| Wetzel Investment Advisors, Inc. | 32,966 | $2.34M | 1.18% | +200+0.6% | Added |
| Fiduciary Trust Co | 33,185 | $2.36M | 0.03% | +18,262+122.4% | Added |
| Manske Wealth Management | 33,358 | $2.37M | 0.89% | −6,846−17.0% | Reduced |
| Pensionmark Financial Group, LLC | 33,614 | $2.39M | 0.06% | +6,908+25.9% | Added |
| Round Hill Asset Management | 33,725 | $2.39M | 1.72% | +5,026+17.5% | Added |
| Advisor Resource Council | 36,392 | $2.40M | 0.19% | +36,392 | New |
| Cresset Asset Management, LLC | 33,812 | $2.40M | 0.01% | −410−1.2% | Reduced |
| Belpointe Asset Management LLC | 33,948 | $2.41M | 0.13% | −841−2.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 34,000 | $2.41M | 0.61% | +7,828+29.9% | Added |
| Caxton Associates LLP | 34,093 | $2.42M | 0.08% | +34,093 | New |
| GAMMA Investing LLC | 34,236 | $2.43M | 0.18% | +3,855+12.7% | Added |
| Lineweaver Wealth Advisors, LLC | 34,238 | $2.43M | 0.41% | +2,107+6.6% | Added |
| Resources Investment Advisors, LLC. | 34,437 | $2.44M | 0.03% | −239−0.7% | Reduced |
| PMC FIG Opportunities LLC | 35,000 | $2.48M | 6.07% | −2,190−5.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 35,269 | $2.50M | 0.08% | +18,182+106.4% | Added |
| Penobscot Investment Management Company, Inc. | 35,313 | $2.51M | 0.24% | +1,150+3.4% | Added |
| Blue Edge Capital, LLC | 35,586 | $2.53M | 0.41% | +35,586 | New |
| Horizon Investments, LLC | 35,934 | $2.53M | 0.08% | +1,002+2.9% | Added |
| Processus Wealth & Capital Management, LLC | 35,859 | $2.55M | 2.17% | +484+1.4% | Added |
| Freestone Capital Holdings, LLC | 36,093 | $2.56M | 0.10% | +621+1.8% | Added |
| Cooper Financial Group | 36,318 | $2.58M | 0.34% | +1,904+5.5% | Added |
| Naviter Wealth, LLC | 36,663 | $2.58M | 0.31% | +570+1.6% | Added |
| Tounjian Advisory Partners, LLC | 36,414 | $2.59M | 0.48% | +36,414 | New |
| Schear Investment Advisers, LLC | 36,446 | $2.59M | 1.49% | +2,839+8.4% | Added |
| 44 Wealth Management LLC | 36,630 | $2.60M | 0.98% | −248−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 36,639 | $2.60M | 0.10% | −2,369−6.1% | Reduced |
| WFA Asset Management Corp | 41,244 | $2.61M | 1.36% | +5,075+14.0% | Added |
| Nebula Research & Development LLC | 36,965 | $2.62M | 0.24% | +16,487+80.5% | Added |