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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 4,029 | $286.0K | 0.05% | −385−8.7% | Reduced |
| Associated Banc-Corp | 4,031 | $286.2K | 0.01% | −93−2.3% | Reduced |
| Apexium Financial, LP | 4,036 | $286.5K | 0.02% | +475+13.3% | Added |
| Aspen Investment Management Inc | 4,039 | $287.0K | 0.13% | +1,150+39.8% | Added |
| Ariadne Wealth Management, LP | 3,996 | $287.8K | 0.15% | +375+10.4% | Added |
| GSB Wealth Management, LLC | 4,080 | $289.6K | 0.08% | +1,155+39.5% | Added |
| Capital Advisors Inc | 4,086 | $290.1K | 0.01% | +315+8.4% | Added |
| Navis Wealth Advisors, LLC | 4,100 | $291.1K | 0.29% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,100 | $291.1K | 0.01% | +4,100 | New |
| Bluesphere Advisors, LLC | 4,125 | $292.8K | 0.17% | −28−0.7% | Reduced |
| Financial Engines Advisors L.L.C. | 4,126 | $293.0K | 0.00% | −1,503−26.7% | Reduced |
| Northwest Bancshares, Inc. | 4,144 | $294.2K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,182 | $296.9K | 0.03% | −12,810−75.4% | Reduced |
| JBGlobal.com LLC | 4,197 | $298.0K | 0.31% | +52+1.3% | Added |
| SCS Capital Management LLC | 4,209 | $298.8K | 0.00% | +4,209 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 4,217 | $299.4K | 0.07% | −330−7.3% | Reduced |
| Wesbanco Bank Inc | 4,218 | $299.4K | 0.01% | −246−5.5% | Reduced |
| BancorpSouth Bank | 4,219 | $299.5K | 0.02% | +57+1.4% | Added |
| Vicus Capital | 4,222 | $299.7K | 0.03% | −98−2.3% | Reduced |
| Gsa Capital Partners LLP | 4,228 | $300.0K | 0.03% | +857+25.4% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $300.9K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,248 | $301.6K | 0.03% | +1,085+34.3% | Added |
| Applied Capital LLC | 4,254 | $302.0K | 0.24% | −50−1.2% | Reduced |
| Proficio Capital Partners LLC | 4,263 | $302.6K | 0.02% | +372+9.6% | Added |
| Foster & Motley Inc | 4,272 | $303.0K | 0.02% | −5−0.1% | Reduced |
| William B. Walkup & Associates, Inc. | 4,285 | $304.2K | 0.19% | +250+6.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,300 | $305.3K | 0.12% | +138+3.3% | Added |
| X-Square Capital, LLC | 4,308 | $306.0K | 0.13% | +10.0% | Added |
| Global Assets Advisory, LLC | 4,756 | $306.7K | 0.06% | +4,756 | New |
| Evoke Wealth, LLC | 4,328 | $307.2K | 0.01% | +1,116+34.7% | Added |
| Patten Group, Inc. | 4,334 | $307.7K | 0.07% | +1,353+45.4% | Added |
| Beirne Wealth Consulting Services, LLC | 4,339 | $308.0K | 0.11% | +4,339 | New |
| Ronald Blue Trust, Inc. | 4,341 | $308.2K | 0.00% | +320+8.0% | Added |
| Beaumont Financial Advisors, LLC | 4,360 | $309.5K | 0.02% | +597+15.9% | Added |
| Voya Financial Advisors, Inc. | 4,404 | $309.7K | 0.03% | −458−9.4% | Reduced |
| Evercore Wealth Management, LLC | 4,378 | $310.8K | 0.01% | −285−6.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $310.9K | 0.13% | 00.0% | Unchanged |
| Napatree Capital LLC | 4,388 | $311.5K | 0.18% | +597+15.7% | Added |
| Tritonpoint Wealth, LLC | 4,393 | $311.8K | 0.03% | +1,483+51.0% | Added |
| Brass Tax Wealth Management, Inc | 4,408 | $312.9K | 0.07% | −33−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,418 | $313.6K | 0.07% | −44−1.0% | Reduced |
| Kentucky Trust Co | 4,419 | $313.7K | 0.19% | 00.0% | Unchanged |
| McAdam, LLC | 4,427 | $314.3K | 0.02% | +719+19.4% | Added |
| Alpha Family Trust | 4,430 | $314.5K | 0.18% | +1,330+42.9% | Added |
| Tarbox Family Office, Inc. | 4,443 | $315.4K | 0.05% | −22−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 4,758 | $315.5K | 0.02% | −293−5.8% | Reduced |
| Keebeck Alpha, LP | 4,472 | $317.5K | 0.37% | +4,472 | New |
| Beacon Investment Advisory Services, Inc. | 4,489 | $318.6K | 0.01% | +493+12.3% | Added |
| O'Rourke & Company, Inc | 4,490 | $318.8K | 0.16% | +5+0.1% | Added |
| Pingora Partners LLC | 4,495 | $319.1K | 0.24% | −300−6.3% | Reduced |
| ABN AMRO Bank N.V. | 4,501 | $319.2K | 0.00% | −325−6.7% | Reduced |
| Gs Investments, Inc. | 4,499 | $319.4K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,502 | $319.6K | 0.03% | +4,502 | New |
| Tyler-Stone Wealth Management | 4,520 | $320.9K | 0.06% | +4,520 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,568 | $321.3K | 0.05% | +456+11.1% | Added |
| Optas, LLC | 4,531 | $321.7K | 0.06% | +245+5.7% | Added |
| Tradewinds, LLC. | 4,539 | $322.2K | 0.09% | +14+0.3% | Added |
| Goldstein Advisors, LLC | 4,553 | $323.2K | 0.05% | +4,553 | New |
| Bay Capital Advisors, LLC | 4,555 | $323.4K | 0.27% | −130−2.8% | Reduced |
| MBB Public Markets I LLC | 4,558 | $323.6K | 0.04% | +4,558 | New |
| EPG Wealth Management LLC | 4,586 | $325.6K | 0.09% | −185−3.9% | Reduced |
| Alerus Financial NA | 4,601 | $326.6K | 0.03% | −582−11.2% | Reduced |
| Gradient Investments LLC | 4,605 | $326.9K | 0.01% | −926−16.7% | Reduced |
| TBH Global Asset Management, LLC | 4,608 | $327.1K | 0.06% | +369+8.7% | Added |
| Pointe Capital Management LLC | 4,618 | $327.8K | 0.19% | −400−8.0% | Reduced |
| Birch Financial Group, LLC | 4,648 | $330.0K | 0.29% | +32+0.7% | Added |
| Chemistry Wealth Management LLC | 4,651 | $330.1K | 0.08% | +6+0.1% | Added |
| Guardian Wealth Advisors, LLC | 4,691 | $333.0K | 0.03% | +1,012+27.5% | Added |
| Pines Wealth Management, LLC | 5,676 | $333.6K | 0.15% | −109−1.9% | Reduced |
| Avaii Wealth Management, LLC | 4,741 | $336.5K | 0.18% | +529+12.6% | Added |
| Old North State Trust, LLC | 4,794 | $337.0K | 0.21% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,754 | $337.0K | 0.14% | +4,754 | New |
| PSI Advisors, LLC | 4,780 | $339.3K | 0.11% | −13,327−73.6% | Reduced |
| SevenBridge Financial Group, LLC | 4,543 | $340.3K | 0.07% | −1,681−27.0% | Reduced |
| Coastal Investment Advisors, Inc. | 4,796 | $340.5K | 0.16% | −632−11.6% | Reduced |
| Flynn Zito Capital Management, LLC | 4,808 | $341.3K | 0.16% | −205−4.1% | Reduced |
| Richwood Investment Advisors, LLC | 4,817 | $342.0K | 0.29% | +585+13.8% | Added |
| North Star Asset Management Inc | 4,832 | $343.0K | 0.02% | +1,134+30.7% | Added |
| Corecam Pte. Ltd. | 4,840 | $343.6K | 0.19% | +4,840 | New |
| Principal Street Partners, LLC | 4,841 | $343.7K | 0.06% | +79+1.7% | Added |
| Mission Wealth Management, LP | 4,844 | $343.9K | 0.01% | −556−10.3% | Reduced |
| E Fund Management Co., Ltd. | 4,863 | $345.2K | 0.02% | +277+6.0% | Added |
| BOS Asset Management, LLC | 4,873 | $345.9K | 0.12% | −63−1.3% | Reduced |
| Oldfield Partners LLP | 4,900 | $347.9K | 0.10% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 4,906 | $348.3K | 0.18% | +29+0.6% | Added |
| JFS Wealth Advisors, LLC | 4,910 | $348.6K | 0.02% | +348+7.6% | Added |
| Atlas Brown,Inc. | 4,922 | $349.4K | 0.12% | +72+1.5% | Added |
| Smith Thornton Advisors LLC | 4,928 | $349.8K | 0.22% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,940 | $350.7K | 0.06% | −23−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,986 | $354.0K | 0.01% | +4,986 | New |
| Beverly Hills Private Wealth, LLC | 4,994 | $354.5K | 0.07% | +81+1.6% | Added |
| Harbor Advisors LLC | 5,000 | $354.9K | 0.06% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,000 | $354.9K | 0.16% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,804 | $356.0K | 0.08% | −49−1.0% | Reduced |
| Advisory Alpha, LLC | 5,025 | $356.7K | 0.01% | +482+10.6% | Added |
| Baker Tilly Wealth Management, LLC | 5,037 | $357.6K | 0.14% | −311−5.8% | Reduced |
| Greenfield Savings Bank | 5,053 | $358.7K | 0.18% | −377−6.9% | Reduced |
| Onefund, LLC | 5,055 | $358.9K | 0.37% | +4+0.1% | Added |
| Chapin Davis, Inc. | 5,057 | $359.0K | 0.12% | −172−3.3% | Reduced |
| Sentry Investment Management LLC | 6,093 | $359.0K | 0.24% | +6,093 | New |