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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 1,786 | $126.0K | 0.04% | +1,766+8,830.0% | Added |
| Covestor Ltd | 1,784 | $127.0K | 0.08% | −1,032−36.6% | Reduced |
| Vermillion Wealth Management, Inc. | 1,800 | $127.8K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,816 | $128.9K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,970 | $134.8K | 0.06% | +1,970 | New |
| Atlantic Trust, LLC | 1,958 | $139.0K | 0.03% | +68+3.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $142.0K | 0.05% | 00.0% | Unchanged |
| City State Bank | 2,044 | $145.1K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,055 | $145.9K | 0.02% | +2,055 | New |
| Catalyst Capital Advisors LLC | 2,106 | $149.5K | 0.00% | −71−3.3% | Reduced |
| Matrix Trust Co | 2,113 | $150.0K | 0.03% | +758+55.9% | Added |
| Richardson Financial Services Inc. | 2,140 | $151.9K | 0.12% | −20−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,147 | $152.4K | 0.09% | +394+22.5% | Added |
| North Capital, Inc. | 2,151 | $152.7K | 0.14% | +2,151 | New |
| Addison Advisors LLC | 2,198 | $156.0K | 0.04% | +206+10.3% | Added |
| State of Wyoming | 2,235 | $158.7K | 0.02% | +178+8.7% | Added |
| Ancora Advisors, LLC | 2,292 | $162.7K | 0.00% | +979+74.6% | Added |
| Cooksen Wealth, LLC | 2,602 | $164.6K | 0.17% | +2,602 | New |
| Medallion Wealth Advisors, LLC | 2,355 | $166.1K | 0.08% | +511+27.7% | Added |
| St Germain D J Co Inc | 2,351 | $166.9K | 0.01% | +472+25.1% | Added |
| Crews Bank & Trust | 2,413 | $171.3K | 0.03% | −72−2.9% | Reduced |
| Main Street Group, LTD | 2,440 | $173.1K | 0.07% | +1,038+74.0% | Added |
| Pinnacle Bancorp, Inc. | 2,439 | $173.1K | 0.06% | −481−16.5% | Reduced |
| MV Capital Management, Inc. | 2,451 | $174.0K | 0.02% | −133−5.1% | Reduced |
| Anchor Investment Management, LLC | 2,558 | $181.6K | 0.02% | +10.0% | Added |
| Global Trust Asset Management, LLC | 2,575 | $182.8K | 0.11% | +1,866+263.2% | Added |
| HM Payson & Co | 2,583 | $183.4K | 0.00% | +70+2.8% | Added |
| Atala Financial Inc | 2,615 | $185.6K | 0.14% | 00.0% | Unchanged |
| Capula Management Ltd | 2,673 | $189.8K | 0.00% | +2,673 | New |
| Copia Wealth Management | 2,701 | $191.7K | 0.18% | −50−1.8% | Reduced |
| Duncker Streett & Co Inc | 2,719 | $193.0K | 0.04% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2,783 | $195.5K | 0.02% | +2,783 | New |
| Oakworth Capital, Inc. | 2,807 | $199.3K | 0.01% | +115+4.3% | Added |
| Hamilton Capital, LLC | 2,820 | $200.2K | 0.01% | +2,820 | New |
| Vanguard Capital Wealth Advisors | 2,832 | $201.1K | 0.25% | +2,832 | New |
| Balboa Wealth Partners | 2,838 | $201.5K | 0.05% | −788−21.7% | Reduced |
| Golden State Wealth Management, LLC | 2,849 | $202.3K | 0.03% | −36−1.2% | Reduced |
| Davis R M Inc | 2,852 | $202.5K | 0.00% | +2,852 | New |
| D.B. Root & Company, LLC | 2,855 | $202.7K | 0.07% | +2,855 | New |
| Gitterman Wealth Management, LLC | 2,869 | $203.9K | 0.05% | +2,869 | New |
| Donaldson Capital Management, LLC | 2,874 | $204.0K | 0.01% | +2,874 | New |
| GK Wealth Management LLC | 2,883 | $204.7K | 0.26% | −584−16.8% | Reduced |
| Home Federal Bank of Tennessee | 2,889 | $205.1K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,891 | $205.2K | 0.06% | +2,891 | New |
| Lantz Financial LLC | 2,892 | $205.3K | 0.06% | +42+1.5% | Added |
| Reuter James Wealth Management, LLC | 2,904 | $206.1K | 0.04% | −554−16.0% | Reduced |
| Silvant Capital Management LLC | 2,906 | $206.3K | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,908 | $206.4K | 0.02% | +2,908 | New |
| First National Corp | 2,924 | $207.6K | 0.05% | +2,924 | New |
| MJP Associates Inc | 2,925 | $207.7K | 0.04% | +2,925 | New |
| Harbor Investment Advisory, LLC | 2,927 | $207.8K | 0.02% | +834+39.8% | Added |
| Keystone Financial Group | 2,933 | $208.2K | 0.02% | −1,715−36.9% | Reduced |
| Pavion Blue Capital, LLC | 2,934 | $208.3K | 0.10% | +10.0% | Added |
| Wealth Quarterback LLC | 2,934 | $208.3K | 0.12% | −286−8.9% | Reduced |
| Caisse des Depots Et Consignations | 2,936 | $208.4K | 0.01% | −5,087−63.4% | Reduced |
| Chicago Capital, LLC | 2,939 | $208.6K | 0.01% | −1,500−33.8% | Reduced |
| Camelot Portfolios, LLC | 2,942 | $208.8K | 0.13% | +4+0.1% | Added |
| Octavia Wealth Advisors, LLC | 2,947 | $209.2K | 0.03% | +2,947 | New |
| Mill Creek Capital Advisors, LLC | 2,951 | $209.5K | 0.01% | +2,951 | New |
| IVC Wealth Advisors LLC | 2,954 | $209.7K | 0.11% | −402−12.0% | Reduced |
| TRUE Private Wealth Advisors | 2,958 | $210.0K | 0.03% | +7+0.2% | Added |
| RKL Wealth Management LLC | 2,962 | $210.3K | 0.02% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,965 | $210.5K | 0.01% | +2,965 | New |
| Successful Portfolios LLC | 2,967 | $210.6K | 0.14% | +10.0% | Added |
| FLC Capital Advisors | 2,979 | $211.4K | 0.05% | +2,979 | New |
| Grove Bank & Trust | 2,979 | $211.5K | 0.03% | −21−0.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,985 | $211.9K | 0.07% | +25+0.8% | Added |
| Advyzon Investment Management, LLC | 2,986 | $212.0K | 0.07% | −717−19.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,991 | $212.3K | 0.00% | +2,991 | New |
| Security National Bank | 3,000 | $213.0K | 0.04% | +3,000 | New |
| Onyx Bridge Wealth Group LLC | 3,008 | $213.6K | 0.03% | +3,008 | New |
| Western Pacific Wealth Management, LP | 3,034 | $215.4K | 0.19% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,036 | $215.5K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,060 | $217.2K | 0.14% | −140−4.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,064 | $217.5K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,071 | $218.0K | 0.10% | −608−16.5% | Reduced |
| Yoder Wealth Management, Inc. | 3,077 | $218.4K | 0.12% | −6−0.2% | Reduced |
| Norway Savings Bank | 3,080 | $218.6K | 0.12% | −390−11.2% | Reduced |
| LGL Partners, LLC | 3,085 | $219.0K | 0.11% | +3,085 | New |
| Peoples Bank | 3,090 | $219.4K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,102 | $220.2K | 0.02% | −43−1.4% | Reduced |
| Werba Rubin Papier Wealth Management | 3,104 | $220.4K | 0.05% | −199−6.0% | Reduced |
| First National Bank of Omaha | 3,107 | $220.6K | 0.02% | −425−12.0% | Reduced |
| Legacy Edge Advisors, LLC | 3,107 | $220.6K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3,114 | $221.1K | 0.04% | +44+1.4% | Added |
| Westwood Holdings Group Inc. | 3,118 | $221.3K | 0.00% | −20−0.6% | Reduced |
| All Terrain Financial Advisors, LLC | 3,128 | $222.1K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,130 | $222.2K | 0.06% | −431−12.1% | Reduced |
| Plancorp, LLC | 3,139 | $222.9K | 0.01% | +3,139 | New |
| AllSquare Wealth Management LLC | 3,148 | $223.5K | 0.13% | +400+14.6% | Added |
| Secure Asset Management, LLC | 3,172 | $225.2K | 0.05% | −206−6.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,182 | $225.9K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,205 | $227.5K | 0.01% | −715−18.2% | Reduced |
| Aire Advisors, LLC | 3,206 | $227.6K | 0.05% | −38−1.2% | Reduced |
| Apriem Advisors | 3,206 | $227.6K | 0.03% | +153+5.0% | Added |
| Brookwood Investment Group LLC | 3,217 | $228.4K | 0.04% | +3,217 | New |
| Sendero Wealth Management, LLC | 3,220 | $228.6K | 0.03% | +223+7.4% | Added |
| Aspen Wealth Strategies, LLC | 3,226 | $229.0K | 0.15% | +268+9.1% | Added |
| ELCO Management Co., LLC | 3,234 | $229.6K | 0.13% | −2,500−43.6% | Reduced |
| Simplicity Wealth,LLC | 3,239 | $230.0K | 0.02% | +3,239 | New |