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 | 2,064 | $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 |
|---|---|---|---|---|---|
| MPWM Advisory Solutions, LLC | 141 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 143 | $10.1K | 0.00% | +143 | New |
| Kayne Anderson Rudnick Investment Management LLC | 142 | $10.1K | 0.00% | −80−36.0% | Reduced |
| Creekmur Asset Management LLC | 143 | $10.2K | 0.00% | +143 | New |
| Retirement Wealth Solutions LLC | 146 | $10.3K | 0.01% | +1+0.7% | Added |
| JNBA Financial Advisors | 146 | $10.4K | 0.00% | −231−61.3% | Reduced |
| Penserra Capital Management LLC | 156 | $11.0K | 0.00% | −4,790−96.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 159 | $11.3K | 0.00% | +98+160.7% | Added |
| DHJJ Financial Advisors, Ltd. | 161 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 162 | $11.5K | 0.00% | −61−27.4% | Reduced |
| New Millennium Group LLC | 167 | $11.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 168 | $11.9K | 0.01% | −104−38.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 169 | $12.0K | 0.00% | −73−30.2% | Reduced |
| Washington Trust Advisors, Inc. | 175 | $12.4K | 0.00% | −2,450−93.3% | Reduced |
| Tompkins Financial Corp | 177 | $12.6K | 0.00% | −50−22.0% | Reduced |
| Syntax Research, Inc. | 179 | $12.7K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 181 | $12.8K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 183 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 186 | $13.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $13.3K | 0.00% | −336−64.2% | Reduced |
| Quest Partners LLC | 199 | $14.1K | 0.00% | −23,174−99.1% | Reduced |
| Lavaca Capital LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 202 | $14.2K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $14.3K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 201 | $14.3K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 212 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 218 | $15.5K | 0.00% | +118+118.0% | Added |
| Quarry LP | 221 | $15.7K | 0.00% | +221 | New |
| Atticus Wealth Management, LLC | 223 | $15.8K | 0.01% | +2+0.9% | Added |
| Stonebridge Financial Group, LLC | 229 | $16.3K | 0.00% | +16+7.5% | Added |
| Red Tortoise LLC | 233 | $16.5K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 240 | $17.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 245 | $17.4K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 245 | $17.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 250 | $17.7K | 0.00% | +250 | New |
| 1620 Investment Advisors, Inc. | 251 | $17.8K | 0.01% | +1+0.4% | Added |
| Harbor Capital Advisors, Inc. | 250 | $18.0K | 0.00% | +94+60.3% | Added |
| Missouri Trust & Investment Co | 260 | $18.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 264 | $18.8K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 270 | $19.2K | 0.01% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 270 | $19.2K | 0.01% | +1+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 274 | $19.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 275 | $19.5K | 0.01% | +275 | New |
| Tortoise Investment Management, LLC | 279 | $19.8K | 0.00% | −150−35.0% | Reduced |
| Abound Wealth Management | 284 | $20.2K | 0.01% | −78−21.5% | Reduced |
| Raffa Wealth Management, LLC | 287 | $20.4K | 0.00% | −40−12.2% | Reduced |
| Motco | 291 | $20.7K | 0.00% | +32+12.4% | Added |
| Bullock Wealth Management Group | 299 | $21.1K | 0.01% | +1+0.3% | Added |
| Valued Wealth Advisors LLC | 298 | $21.1K | 0.01% | +30+11.2% | Added |
| Pittenger & Anderson Inc | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 303 | $21.5K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 304 | $21.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $22.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 314 | $22.3K | 0.01% | +140+80.5% | Added |
| TFC Financial Management | 325 | $23.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 328 | $23.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 328 | $23.3K | 0.01% | −164−33.3% | Reduced |
| Core Alternative Capital | 329 | $23.4K | 0.01% | −47−12.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 331 | $23.5K | 0.01% | +331 | New |
| Indiana Trust & Investment Management CO | 340 | $24.1K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 342 | $24.3K | 0.05% | +2+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 344 | $24.4K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 348 | $24.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 349 | $24.8K | 0.00% | −128−26.8% | Reduced |
| Ameriflex Group, Inc. | 352 | $25.0K | 0.01% | +39+12.5% | Added |
| Consultiva Wealth Management, Corp. | 379 | $26.9K | 0.09% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 380 | $27.0K | 0.02% | +16+4.4% | Added |
| Capital Advisors, Ltd. LLC | 386 | $27.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $28.4K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 400 | $28.4K | 0.01% | +400 | New |
| Accent Capital Management, LLC | 412 | $29.2K | 0.02% | +212+106.0% | Added |
| American National Bank | 413 | $29.3K | 0.00% | +413 | New |
| Truvestments Capital LLC | 433 | $30.7K | 0.01% | +246+131.6% | Added |
| Robinswood Financial LLC | 438 | $31.1K | 0.01% | +344+366.0% | Added |
| Legacy Wealth Managment, LLC | 449 | $31.9K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 449 | $31.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 466 | $33.0K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 466 | $33.1K | 0.02% | +1+0.2% | Added |
| Valley National Advisers Inc | 488 | $34.0K | 0.01% | +132+37.1% | Added |
| Wiser Advisor Group LLC | 485 | $34.5K | 0.05% | +3+0.6% | Added |
| Gen-Wealth Partners Inc | 493 | $35.0K | 0.01% | −84−14.6% | Reduced |
| Webster Bank, N. A. | 500 | $35.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $35.5K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $35.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 570 | $35.5K | 0.02% | +252+79.2% | Added |
| Hazlett, Burt & Watson, Inc. | 513 | $36.0K | 0.02% | +63+14.0% | Added |
| First Financial Corp | 513 | $36.4K | 0.02% | −344−40.1% | Reduced |
| HHM Wealth Advisors, LLC | 525 | $37.3K | 0.01% | +467+805.2% | Added |
| Fairway Wealth LLC | 528 | $37.5K | 0.01% | −203−27.8% | Reduced |
| WPG Advisers, LLC | 532 | $37.8K | 0.04% | +40+8.1% | Added |
| Laurel Wealth Advisors LLC | 539 | $38.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 577 | $38.2K | 0.01% | +234+68.2% | Added |
| Financial Perspectives, Inc | 546 | $38.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $39.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 551 | $39.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 562 | $39.9K | 0.01% | −566−50.2% | Reduced |
| Sierra Ocean, LLC | 562 | $39.9K | 0.03% | +32+6.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 570 | $40.5K | 0.01% | −204−26.4% | Reduced |
| Private Wealth Management Group, LLC | 571 | $40.5K | 0.01% | +358+168.1% | Added |