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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 576 | $40.9K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 581 | $41.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 589 | $41.8K | 0.01% | +12+2.1% | Added |
| Runnymede Capital Advisors, Inc. | 596 | $42.3K | 0.04% | +46+8.4% | Added |
| Caldwell Sutter Capital, Inc. | 597 | $42.4K | 0.02% | −400−40.1% | Reduced |
| Berbice Capital Management LLC | 600 | $42.6K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $42.6K | 0.04% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 602 | $42.7K | 0.01% | +602 | New |
| City Holding Co | 604 | $42.9K | 0.01% | +114+23.3% | Added |
| Cranbrook Wealth Management, LLC | 606 | $43.0K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 607 | $43.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 612 | $43.4K | 0.02% | −1−0.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 613 | $43.5K | 0.00% | +44+7.7% | Added |
| First Community Trust NA | 625 | $44.4K | 0.04% | −220−26.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 680 | $48.3K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 687 | $48.8K | 0.01% | +186+37.1% | Added |
| Financial Network Wealth Advisors LLC | 690 | $49.0K | 0.06% | +35+5.3% | Added |
| N.E.W. Advisory Services LLC | 699 | $49.6K | 0.00% | +699 | New |
| Toth Financial Advisory Corp | 702 | $49.8K | 0.01% | +1+0.1% | Added |
| McIlrath & Eck, LLC | 704 | $50.0K | 0.01% | +73+11.6% | Added |
| West Paces Advisors Inc. | 705 | $50.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 715 | $50.8K | 0.02% | +73+11.4% | Added |
| Hartford Financial Management Inc. | 721 | $51.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 733 | $52.0K | 0.06% | +132+22.0% | Added |
| Front Row Advisors LLC | 735 | $52.2K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 744 | $52.8K | 0.28% | +744 | New |
| Kozak & Associates, Inc. | 898 | $56.7K | 0.01% | +7+0.8% | Added |
| NewSquare Capital LLC | 813 | $57.7K | 0.00% | +604+289.0% | Added |
| Smithfield Trust Co | 797 | $58.0K | 0.00% | +377+89.8% | Added |
| NCP Inc. | 834 | $59.2K | 0.08% | +502+151.2% | Added |
| JCIC Asset Management Inc. | 845 | $60.0K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 877 | $62.3K | 0.03% | −400−31.3% | Reduced |
| Global Financial Private Client, LLC | 877 | $62.3K | 0.02% | +54+6.6% | Added |
| Pacifica Partners Inc. | 998 | $62.9K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 883 | $63.0K | 0.00% | +4+0.5% | Added |
| BankPlus Trust Department | 895 | $63.5K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 904 | $64.2K | 0.01% | +665+278.2% | Added |
| Newbridge Financial Services Group, Inc. | 904 | $64.2K | 0.02% | −798−46.9% | Reduced |
| Orion Capital Management LLC | 940 | $66.7K | 0.03% | +540+135.0% | Added |
| Solstein Capital, LLC | 1,000 | $71.0K | 0.04% | −225−18.4% | Reduced |
| ZRC Wealth Management, LLC | 1,000 | $71.0K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $71.0K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $71.0K | 0.04% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,043 | $71.3K | 0.01% | +1,043 | New |
| Bellwether Advisors, LLC | 1,019 | $72.3K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,033 | $73.3K | 0.06% | −75−6.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,042 | $74.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,047 | $74.0K | 0.02% | +728+228.2% | Added |
| Meeder Asset Management Inc | 1,045 | $74.2K | 0.01% | +532+103.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,049 | $74.5K | 0.01% | −405−27.9% | Reduced |
| Rise Advisors, LLC | 1,088 | $77.2K | 0.03% | +91+9.1% | Added |
| Washington Trust Co | 1,100 | $78.1K | 0.00% | −1,600−59.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $78.1K | 0.18% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,108 | $78.7K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,123 | $79.8K | 0.03% | +85+8.2% | Added |
| Murphy & Mullick Capital Management Corp | 1,132 | $80.4K | 0.08% | +36+3.3% | Added |
| Register Financial Advisors LLC | 1,150 | $81.6K | 0.04% | +975+557.1% | Added |
| GW&K Investment Management, LLC | 1,154 | $82.0K | 0.00% | +74+6.9% | Added |
| REAP Financial Group, LLC | 1,179 | $83.7K | 0.02% | +233+24.6% | Added |
| Trust Co of Vermont | 1,196 | $84.9K | 0.00% | +150+14.3% | Added |
| Bell Investment Advisors, Inc | 1,220 | $86.6K | 0.02% | +8+0.7% | Added |
| Fortitude Family Office, LLC | 1,229 | $87.2K | 0.03% | −290−19.1% | Reduced |
| Riverview Trust Co | 1,233 | $87.5K | 0.09% | −32−2.5% | Reduced |
| Activest Wealth Management | 1,240 | $88.0K | 0.02% | +9+0.7% | Added |
| Nordwand Advisors, LLC | 1,250 | $88.7K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $88.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,285 | $91.2K | 0.00% | +36+2.9% | Added |
| Armstrong Advisory Group, Inc | 1,316 | $92.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,328 | $94.3K | 0.02% | +2+0.2% | Added |
| Hanson & Doremus Investment Management | 1,400 | $99.0K | 0.01% | −881−38.6% | Reduced |
| Founders Capital Management | 1,400 | $99.4K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $99.4K | 0.07% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,403 | $99.6K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,414 | $100.4K | 0.01% | −29−2.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,435 | $101.9K | 0.00% | +82+6.1% | Added |
| Cascades Capital Asset Management, LLC | 1,455 | $103.3K | 0.06% | +1,455 | New |
| Union Savings Bank | 1,475 | $104.7K | 0.05% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,482 | $105.2K | 0.10% | −15−1.0% | Reduced |
| CKW Financial Group | 1,500 | $106.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $106.5K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,508 | $107.1K | 0.01% | −18−1.2% | Reduced |
| Hemington Wealth Management | 1,547 | $109.0K | 0.02% | +160+11.5% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $110.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,557 | $110.5K | 0.04% | +362+30.3% | Added |
| PFS Partners, LLC | 1,571 | $111.5K | 0.06% | 00.0% | Unchanged |
| Eastern Bank | 1,585 | $112.5K | 0.00% | +195+14.0% | Added |
| Jag Capital Management, LLC | 1,595 | $113.2K | 0.02% | +3+0.2% | Added |
| Vision Financial Markets LLC | 1,600 | $113.6K | 0.12% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,600 | $113.6K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,602 | $113.7K | 0.05% | +100+6.7% | Added |
| Fairscale Capital, LLC | 1,624 | $115.3K | 0.10% | +687+73.3% | Added |
| Monetary Management Group Inc | 1,625 | $115.4K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,638 | $116.3K | 0.05% | −70−4.1% | Reduced |
| South State Corp. | 1,657 | $117.6K | 0.01% | +1,657 | New |
| Avion Wealth | 1,723 | $121.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,715 | $122.0K | 0.02% | +890+107.9% | Added |
| First Command Advisory Services, Inc. | 1,721 | $122.2K | 0.00% | −12−0.7% | Reduced |
| Johnson Financial Group, Inc. | 1,728 | $122.7K | 0.01% | +610+54.6% | Added |
| Binnacle Investments Inc | 1,734 | $123.1K | 0.09% | +1,734 | New |