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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 37,047 | $2.63M | 0.21% | −2,356−6.0% | Reduced |
| MUFG Securities Americas Inc. | 37,062 | $2.63M | 0.31% | +5,730+18.3% | Added |
| Winch Advisory Services, LLC | 37,147 | $2.64M | 0.70% | −125−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 37,426 | $2.66M | 0.02% | +4,386+13.3% | Added |
| DCF Advisers, LLC | 37,500 | $2.66M | 1.43% | −7,500−16.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 37,953 | $2.69M | 0.05% | −1,321−3.4% | Reduced |
| Boyd Watterson Asset Management LLC | 38,210 | $2.71M | 0.87% | +7,218+23.3% | Added |
| Whittier Trust Co | 38,287 | $2.72M | 0.04% | −2,925−7.1% | Reduced |
| Castlekeep Investment Advisors LLC | 38,566 | $2.74M | 1.41% | +15,020+63.8% | Added |
| Equitable Trust Co | 38,742 | $2.75M | 0.15% | +6,862+21.5% | Added |
| Allworth Financial LP | 41,042 | $2.80M | 0.02% | −2,331−5.4% | Reduced |
| Culbertson A N & Co Inc | 39,479 | $2.80M | 0.45% | +465+1.2% | Added |
| S&CO Inc | 39,641 | $2.81M | 0.19% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 39,657 | $2.82M | 0.07% | +22,182+126.9% | Added |
| Solidarilty Wealth, LLC | 39,700 | $2.82M | 0.69% | +1,198+3.1% | Added |
| Collar Capital Management, LLC | 39,783 | $2.82M | 2.56% | +167+0.4% | Added |
| Cobalt Capital Management, Inc. | 40,000 | $2.84M | 1.40% | −143,000−78.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 40,000 | $2.84M | 0.26% | −5,000−11.1% | Reduced |
| BCJ Capital Management, LLC | 40,085 | $2.85M | 0.21% | +40,085 | New |
| Mfg Wealth Management, Inc. | 40,190 | $2.85M | 2.73% | −7,142−15.1% | Reduced |
| Cordatus Wealth Management LLC | 40,246 | $2.86M | 0.78% | −70−0.2% | Reduced |
| TD Private Client Wealth LLC | 40,743 | $2.89M | 0.08% | +1,868+4.8% | Added |
| Cramer Rosenthal McGlynn LLC | 40,763 | $2.89M | 0.21% | −166−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 40,772 | $2.89M | 0.17% | +2,546+6.7% | Added |
| Capital Asset Advisory Services LLC | 40,390 | $2.90M | 0.15% | −6,653−14.1% | Reduced |
| Nicholas Investment Partners, LP | 41,000 | $2.91M | 0.30% | +1,000+2.5% | Added |
| IMA Wealth, Inc. | 41,372 | $2.94M | 0.35% | −1,010−2.4% | Reduced |
| Eagle Capital Management LLC | 41,404 | $2.94M | 0.01% | +328+0.8% | Added |
| Caas Capital Management LP | 41,425 | $2.94M | 1.39% | +41,425 | New |
| Great Valley Advisor Group, Inc. | 41,513 | $2.95M | 0.06% | +7,165+20.9% | Added |
| Kestra Private Wealth Services, LLC | 42,166 | $2.99M | 0.05% | +470+1.1% | Added |
| Am Investment Strategies LLC | 42,259 | $3.00M | 0.73% | +2,261+5.7% | Added |
| Ironwood Investment Management LLC | 42,323 | $3.00M | 1.64% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 42,767 | $3.04M | 0.28% | +42,767 | New |
| HRT Financial LP | 42,798 | $3.04M | 0.02% | −188,304−81.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 42,881 | $3.04M | 0.77% | +42,881 | New |
| Hantz Financial Services, Inc. | 43,049 | $3.06M | 0.05% | −416−1.0% | Reduced |
| Ascent Group, LLC | 43,085 | $3.06M | 0.13% | +6,580+18.0% | Added |
| CIBC Private Wealth Group, LLC | 52,046 | $3.06M | 0.01% | +3,027+6.2% | Added |
| United Services Automobile Association | 43,745 | $3.08M | 0.09% | 00.0% | Unchanged |
| Morton Community Bank | 43,439 | $3.08M | 0.81% | +43,439 | New |
| Strategic Blueprint, LLC | 43,502 | $3.09M | 0.17% | +43,502 | New |
| Snowden Capital Advisors LLC | 43,644 | $3.10M | 0.10% | −1,246−2.8% | Reduced |
| Arkadios Wealth Advisors | 43,759 | $3.11M | 0.12% | +14,736+50.8% | Added |
| Bryn Mawr Trust Co | 43,875 | $3.11M | 0.06% | +50.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 43,898 | $3.12M | 0.64% | +4,773+12.2% | Added |
| Spears Abacus Advisors LLC | 44,035 | $3.13M | 0.07% | −2,269−4.9% | Reduced |
| Aquatic Capital Management LLC | 44,209 | $3.14M | 0.08% | +44,209 | New |
| Principal Securities, Inc. | 44,681 | $3.15M | 0.07% | 00.0% | Unchanged |
| Kore Advisors LP | 44,692 | $3.17M | 2.92% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 44,901 | $3.19M | 0.33% | −1,303−2.8% | Reduced |
| Lincluden Management Ltd | 44,985 | $3.19M | 0.41% | −2,258−4.8% | Reduced |
| Northwest & Ethical Investments L.P. | 45,020 | $3.20M | 0.09% | −18,700−29.3% | Reduced |
| First Business Financial Services, Inc. | 45,303 | $3.22M | 0.32% | +3,304+7.9% | Added |
| Thomasville National Bank | 45,322 | $3.22M | 0.24% | +540+1.2% | Added |
| Generali Investments, Management Co LLC | 45,390 | $3.22M | 0.92% | −265−0.6% | Reduced |
| HBW Advisory Services LLC | 45,759 | $3.25M | 0.46% | −2,723−5.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 45,844 | $3.25M | 1.38% | −2,470−5.1% | Reduced |
| Focused Wealth Management, Inc | 45,940 | $3.26M | 0.44% | +1,160+2.6% | Added |
| Alaska Permanent Fund Corp | 47,731 | $3.26M | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 46,427 | $3.30M | 0.28% | −18,553−28.6% | Reduced |
| Patten & Patten Inc | 46,608 | $3.31M | 0.22% | −370−0.8% | Reduced |
| Columbus Macro, LLC | 46,688 | $3.31M | 0.44% | −1,440−3.0% | Reduced |
| Capital Markets Trading UK LLP | 46,754 | $3.32M | 3.79% | +43,478+1,327.2% | Added |
| Clearstead Advisors, LLC | 46,795 | $3.32M | 0.05% | +2,326+5.2% | Added |
| Qsemble Capital Management, LP | 46,942 | $3.33M | 0.35% | +46,942 | New |
| WealthShield Partners, LLC | 47,100 | $3.34M | 0.43% | +5,819+14.1% | Added |
| JB Capital LLC | 47,309 | $3.36M | 0.19% | −211−0.4% | Reduced |
| Concentric Capital Strategies, LP | 47,385 | $3.36M | 0.34% | +47,385 | New |
| Catherine Avery Investment Management LLC | 47,411 | $3.37M | 3.02% | −2,455−4.9% | Reduced |
| Twin Capital Management Inc | 47,886 | $3.40M | 0.40% | −17,009−26.2% | Reduced |
| apricus wealth, LLC | 48,315 | $3.43M | 2.04% | +3,935+8.9% | Added |
| Richard Bernstein Advisors LLC | 48,378 | $3.43M | 0.08% | −1,778−3.5% | Reduced |
| First Interstate Bank | 48,830 | $3.47M | 0.21% | −3,558−6.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,270 | $3.50M | 0.13% | −5,841−10.6% | Reduced |
| Gotham Asset Management, LLC | 49,503 | $3.51M | 0.03% | +1,733+3.6% | Added |
| Peapack Gladstone Financial Corp | 49,697 | $3.53M | 0.05% | −2,461−4.7% | Reduced |
| Massachusetts Wealth Management | 49,927 | $3.54M | 2.43% | +6,420+14.8% | Added |
| Everence Capital Management Inc | 50,406 | $3.58M | 0.24% | 00.0% | Unchanged |
| MAI Capital Management | 50,482 | $3.58M | 0.03% | −211−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 51,324 | $3.64M | 0.04% | +2,602+5.3% | Added |
| Wasatch Advisors Inc | 51,560 | $3.66M | 0.02% | +8,113+18.7% | Added |
| Equitable Holdings, Inc. | 51,751 | $3.67M | 0.03% | +2,940+6.0% | Added |
| RFG Advisory, LLC | 51,775 | $3.68M | 0.10% | +41,907+424.7% | Added |
| Wharton Business Group, LLC | 51,888 | $3.68M | 0.17% | +60+0.1% | Added |
| Arrow Capital Pty Ltd | 50,000 | $3.70M | 4.63% | +50,000 | New |
| Keybank National Association | 52,291 | $3.71M | 0.01% | +8,385+19.1% | Added |
| Panagora Asset Management Inc | 52,474 | $3.73M | 0.02% | +36,339+225.2% | Added |
| Bessemer Group Inc | 52,631 | $3.74M | 0.01% | −58,465−52.6% | Reduced |
| We Are One Seven, LLC | 53,294 | $3.78M | 0.15% | +1,152+2.2% | Added |
| Compass Wealth Management LLC | 53,345 | $3.79M | 0.97% | −42,366−44.3% | Reduced |
| Palouse Capital Management, Inc. | 53,378 | $3.79M | 2.59% | −3,204−5.7% | Reduced |
| Cornerstone Wealth Group, LLC | 54,037 | $3.84M | 0.32% | −3,489−6.1% | Reduced |
| Wedbush Securities Inc | 54,461 | $3.87M | 0.14% | +7,674+16.4% | Added |
| Donoghue Forlines LLC | 54,544 | $3.87M | 1.23% | +32,947+152.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 54,824 | $3.89M | 0.01% | −19,391−26.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 55,055 | $3.91M | 0.28% | −52,352−48.7% | Reduced |
| Romano Brothers and Company | 55,258 | $3.92M | 0.51% | −1,200−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 56,104 | $3.98M | 0.27% | +754+1.4% | Added |
| Apollon Wealth Management, LLC | 56,117 | $3.98M | 0.09% | +2,190+4.1% | Added |