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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 3,247 | $230.0K | 0.02% | +3,244+108,133.3% | Added |
| New Covenant Trust Company, N.A. | 3,288 | $231.2K | 0.24% | −92−2.7% | Reduced |
| Rothschild Investment LLC | 3,270 | $232.1K | 0.02% | −54−1.6% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $232.8K | 0.18% | +155+5.0% | Added |
| TCTC Holdings, LLC | 3,287 | $233.3K | 0.01% | +870+36.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $233.8K | 0.03% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 3,300 | $234.2K | 0.02% | +3,300 | New |
| Keeley-Teton Advisors, LLC | 3,300 | $234.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,302 | $234.4K | 0.03% | +294+9.8% | Added |
| Millennium Capital Advisors, LLC | 3,306 | $234.7K | 0.17% | +5+0.2% | Added |
| Stokes Family Office, LLC | 3,311 | $235.0K | 0.03% | −145−4.2% | Reduced |
| Corundum Trust Company, INC | 3,315 | $235.3K | 0.68% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,334 | $236.7K | 0.01% | +48+1.5% | Added |
| Yoffe Investment Management, LLC | 3,334 | $236.7K | 0.35% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,336 | $236.8K | 0.15% | +3,336 | New |
| Madison Wealth Partners, Inc | 3,339 | $237.0K | 0.06% | −1,699−33.7% | Reduced |
| Diversified Enterprises, LLC | 3,345 | $237.5K | 0.02% | +3,345 | New |
| R Squared Ltd | 3,350 | $237.8K | 0.25% | −8,940−72.7% | Reduced |
| Audent Global Asset Management, LLC | 3,350 | $237.8K | 0.20% | −14,908−81.7% | Reduced |
| Avantax Planning Partners, Inc. | 3,360 | $238.5K | 0.01% | −494−12.8% | Reduced |
| Riversedge Advisors, LLC | 3,362 | $238.7K | 0.05% | +3,362 | New |
| ABLE Financial Group, LLC | 3,369 | $239.2K | 0.07% | +3,369 | New |
| Nemes Rush Group LLC | 3,372 | $239.4K | 0.03% | −189−5.3% | Reduced |
| Carl P. Sherr & Co., LLC | 3,377 | $239.7K | 0.13% | −175−4.9% | Reduced |
| Visionary Wealth Advisors | 3,396 | $241.1K | 0.01% | +388+12.9% | Added |
| Financial Counselors Inc | 3,397 | $241.2K | 0.00% | +108+3.3% | Added |
| Blackhawk Capital Partners LLC. | 3,399 | $241.3K | 0.12% | −30−0.9% | Reduced |
| Allen Capital Group, LLC | 3,403 | $241.6K | 0.03% | −59−1.7% | Reduced |
| Grant Private Wealth Management Inc | 3,430 | $243.5K | 0.26% | +3,430 | New |
| Sonora Investment Management Group, LLC | 3,440 | $244.2K | 0.02% | +10.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,463 | $245.9K | 0.04% | +457+15.2% | Added |
| Safeguard Investment Advisory Group, LLC | 3,458 | $245.9K | 0.07% | +3,458 | New |
| Orca Investment Management, LLC | 3,472 | $246.5K | 0.25% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,481 | $247.1K | 0.03% | +3,481 | New |
| Consolidated Portfolio Review Corp | 3,485 | $247.4K | 0.04% | +3,485 | New |
| Wealth Management Partners, LLC | 3,486 | $247.5K | 0.11% | −983−22.0% | Reduced |
| Sava Infond d.o.o. | 3,500 | $248.5K | 0.05% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 3,500 | $248.5K | 0.48% | +3,500 | New |
| Madison Asset Management, LLC | 3,500 | $248.5K | 0.00% | +3,500 | New |
| Sterling Investment Counsel, LLC | 3,512 | $249.3K | 0.09% | +379+12.1% | Added |
| Garrison Point Advisors, LLC | 3,515 | $249.6K | 0.12% | −150−4.1% | Reduced |
| Second Line Capital, LLC | 3,548 | $251.8K | 0.06% | +699+24.5% | Added |
| Waverton Investment Management Ltd | 3,550 | $252.1K | 0.00% | −28,850−89.0% | Reduced |
| Allied Investment Advisors, LLC | 3,552 | $252.2K | 0.05% | −15−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 3,563 | $253.0K | 0.09% | +21+0.6% | Added |
| Lifestyle Asset Management, Inc. | 3,580 | $254.1K | 0.14% | −264−6.9% | Reduced |
| Signal Advisors Wealth, LLC | 3,601 | $255.6K | 0.02% | +3,601 | New |
| United Community Bank | 3,607 | $256.1K | 0.10% | +187+5.5% | Added |
| Aviance Capital Partners, LLC | 3,633 | $257.9K | 0.04% | +480+15.2% | Added |
| Klingman & Associates, LLC | 3,642 | $258.5K | 0.02% | −237−6.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,642 | $258.5K | 0.00% | +1,485+68.8% | Added |
| Alterna Wealth Management, Inc | 3,645 | $258.8K | 0.20% | +300+9.0% | Added |
| Monument Capital Management | 3,653 | $259.3K | 0.08% | −880−19.4% | Reduced |
| Albert D Mason Inc | 3,662 | $260.0K | 0.18% | +702+23.7% | Added |
| Kera Capital Partners, Inc. | 3,665 | $260.2K | 0.08% | +313+9.3% | Added |
| Embree Financial Group | 3,671 | $260.6K | 0.04% | +359+10.8% | Added |
| Pine Valley Investments Ltd Liability Co | 3,680 | $261.2K | 0.02% | +68+1.9% | Added |
| Wayfinding Financial, LLC | 3,696 | $262.0K | 0.11% | +137+3.8% | Added |
| Lansing Street Advisors | 3,691 | $262.0K | 0.09% | +75+2.1% | Added |
| Pacific Center for Financial Services | 3,695 | $262.3K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,704 | $262.9K | 0.02% | +87+2.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,705 | $263.0K | 0.10% | −975−20.8% | Reduced |
| Eads & Heald Wealth Management | 3,723 | $264.0K | 0.13% | −1,310−26.0% | Reduced |
| Natural Investments, LLC | 3,729 | $264.0K | 0.07% | +192+5.4% | Added |
| Asset Allocation Strategies LLC | 3,725 | $264.5K | 0.07% | +22+0.6% | Added |
| Prentice Wealth Management LLC | 3,730 | $264.8K | 0.08% | −330−8.1% | Reduced |
| Blue Barn Wealth, LLC | 3,733 | $265.0K | 0.14% | −228−5.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,737 | $265.3K | 0.09% | −240−6.0% | Reduced |
| Legacy Solutions, LLC | 3,744 | $265.8K | 0.29% | +4+0.1% | Added |
| Advisor OS, LLC | 3,750 | $266.2K | 0.03% | +3,750 | New |
| David Loasby | 4,323 | $266.3K | 0.03% | +224+5.5% | Added |
| Rappaport Reiches Capital Management, LLC | 3,753 | $266.5K | 0.07% | +379+11.2% | Added |
| Resonant Capital Advisors, LLC | 3,764 | $267.2K | 0.02% | +168+4.7% | Added |
| Addison Capital Co | 3,765 | $267.3K | 0.10% | +719+23.6% | Added |
| Regal Investment Advisors LLC | 3,773 | $267.9K | 0.02% | +87+2.4% | Added |
| Whitener Capital Management, Inc. | 3,775 | $268.0K | 0.08% | +160+4.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,779 | $268.3K | 0.08% | +3,779 | New |
| Anchor Capital Advisors LLC | 3,800 | $269.8K | 0.01% | −985−20.6% | Reduced |
| Winthrop Advisory Group LLC | 3,804 | $270.0K | 0.03% | +3+0.1% | Added |
| Intelligence Driven Advisers, LLC | 3,807 | $270.3K | 0.05% | −973−20.4% | Reduced |
| RDA Financial Network | 3,810 | $270.5K | 0.08% | −120−3.1% | Reduced |
| Key Financial Inc | 3,816 | $270.9K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,831 | $271.7K | 0.02% | +325+9.3% | Added |
| Beaton Management Co. Inc. | 3,866 | $274.0K | 0.14% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,863 | $274.2K | 0.05% | −480−11.1% | Reduced |
| Neville Rodie & Shaw Inc | 3,876 | $275.0K | 0.02% | −20−0.5% | Reduced |
| BTG Pactual Asset Management US LLC | 3,957 | $280.9K | 0.04% | −21,668−84.6% | Reduced |
| Westover Capital Advisors, LLC | 3,962 | $281.3K | 0.06% | 00.0% | Unchanged |
| Tamar Securities, LLC | 3,964 | $281.4K | 0.04% | +14+0.4% | Added |
| Seven Mile Advisory | 3,967 | $281.6K | 0.19% | +126+3.3% | Added |
| Lake Street Financial LLC | 3,969 | $281.8K | 0.05% | +141+3.7% | Added |
| Bahl & Gaynor Inc | 3,990 | $283.3K | 0.00% | +425+11.9% | Added |
| Accel Wealth Management | 3,992 | $283.4K | 0.10% | −588−12.8% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $284.0K | 0.05% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,007 | $284.5K | 0.01% | −65−1.6% | Reduced |
| First Foundation Advisors | 4,008 | $284.5K | 0.01% | 00.0% | Unchanged |
| Kennedy Investment Group | 4,014 | $285.0K | 0.13% | +4,014 | New |
| IFC Advisors LLC | 4,020 | $285.4K | 0.06% | −96−2.3% | Reduced |
| Rosenberg Matthew Hamilton | 4,025 | $285.7K | 0.07% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,027 | $285.9K | 0.01% | +4,027 | New |