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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 5,089 | $361.0K | 0.00% | −1,632,085−99.7% | Reduced |
| Agf Management Ltd | 5,091 | $361.4K | 0.00% | +5,091 | New |
| Atalanta Sosnoff Capital, LLC | 5,100 | $362.0K | 0.01% | −20,000−79.7% | Reduced |
| Angeles Wealth Management, LLC | 5,104 | $362.3K | 0.03% | +419+8.9% | Added |
| Trueblood Wealth Management, LLC | 5,127 | $364.0K | 0.17% | +678+15.2% | Added |
| SOL Capital Management CO | 5,130 | $364.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,145 | $365.2K | 0.06% | +1,698+49.3% | Added |
| Ridgewood Investments LLC | 5,146 | $365.3K | 0.17% | −101−1.9% | Reduced |
| Everpar Advisors LLC | 5,164 | $366.6K | 0.19% | −673−11.5% | Reduced |
| Zions Bancorporation, National Association | 5,167 | $366.8K | 0.02% | +5,167 | New |
| LexAurum Advisors, LLC | 5,174 | $367.3K | 0.07% | −1,110−17.7% | Reduced |
| Bradley Foster & Sargent Inc | 5,174 | $367.3K | 0.01% | +1,225+31.0% | Added |
| Aurora Private Wealth, Inc. | 5,195 | $369.0K | 0.29% | −263−4.8% | Reduced |
| Gryphon Financial Partners LLC | 5,198 | $369.0K | 0.05% | +846+19.4% | Added |
| Flputnam Investment Management Co | 5,226 | $371.0K | 0.01% | −30−0.6% | Reduced |
| Nilsine Partners, LLC | 5,233 | $371.5K | 0.04% | −7,401−58.6% | Reduced |
| First Nebraska Trust Co | 5,239 | $371.9K | 0.04% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 5,267 | $373.9K | 0.23% | +5,267 | New |
| Catalyst Financial Partners LLC | 5,270 | $374.1K | 0.07% | −36−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 5,278 | $374.7K | 0.15% | +20+0.4% | Added |
| CoreCap Advisors, LLC | 5,307 | $376.7K | 0.02% | −253−4.6% | Reduced |
| Zullo Investment Group, Inc. | 5,309 | $376.9K | 0.16% | +214+4.2% | Added |
| Wellington Shields Capital Management, LLC | 5,316 | $377.4K | 0.07% | −1,883−26.2% | Reduced |
| Juncture Wealth Strategies, LLC | 5,324 | $378.0K | 0.15% | +326+6.5% | Added |
| Gilbert & Cook, Inc. | 5,362 | $380.6K | 0.06% | +99+1.9% | Added |
| May Hill Capital, LLC | 5,394 | $382.9K | 0.14% | −220−3.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,410 | $384.1K | 0.01% | +58+1.1% | Added |
| Net Worth Advisory Group | 5,416 | $384.5K | 0.12% | +2,159+66.3% | Added |
| Cassaday & Co Wealth Management LLC | 5,436 | $385.9K | 0.01% | +75+1.4% | Added |
| Calton & Associates, Inc. | 5,440 | $386.2K | 0.09% | +798+17.2% | Added |
| Richard P Slaughter Associates Inc | 5,457 | $387.4K | 0.09% | −30,570−84.9% | Reduced |
| Counterpoint Mutual Funds LLC | 5,459 | $387.5K | 0.06% | +5,459 | New |
| Silverlake Wealth Management LLC | 5,466 | $388.0K | 0.15% | −1,654−23.2% | Reduced |
| Gateway Investment Advisers LLC | 5,469 | $388.2K | 0.00% | −284−4.9% | Reduced |
| Marcum Wealth, LLC | 5,483 | $389.2K | 0.03% | +403+7.9% | Added |
| Versant Capital Management, Inc | 5,485 | $389.4K | 0.07% | +3,144+134.3% | Added |
| Twin Focus Capital Partners, LLC | 5,508 | $391.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,521 | $391.9K | 0.02% | +1,912+53.0% | Added |
| Leigh Baldwin & Co., LLC | 5,523 | $392.1K | 0.32% | +85+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,530 | $392.6K | 0.06% | +424+8.3% | Added |
| Quent Capital, LLC | 5,535 | $392.9K | 0.04% | −161−2.8% | Reduced |
| Ethos Financial Group, LLC | 5,583 | $393.0K | 0.04% | +76+1.4% | Added |
| Becker Capital Management Inc | 5,562 | $394.8K | 0.01% | −325−5.5% | Reduced |
| SJS Investment Consulting Inc. | 5,564 | $395.0K | 0.07% | +38+0.7% | Added |
| Alta Wealth Advisors LLC | 5,581 | $396.2K | 0.18% | +5,581 | New |
| VisionPoint Advisory Group, LLC | 5,582 | $396.3K | 0.14% | +483+9.5% | Added |
| Novare Capital Management LLC | 5,651 | $401.1K | 0.04% | +5,651 | New |
| Palacios Wealth Management, LLC | 5,675 | $402.9K | 0.37% | −145−2.5% | Reduced |
| Gables Capital Management Inc. | 5,675 | $402.9K | 0.20% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 5,678 | $403.1K | 0.01% | +3,125+122.4% | Added |
| Perennial Investment Advisors, LLC | 5,696 | $404.4K | 0.05% | +32+0.6% | Added |
| Capital Performance Advisors LLP | 5,705 | $405.0K | 0.09% | +5,705 | New |
| IFG Advisors, LLC | 5,713 | $405.6K | 0.08% | 00.0% | Unchanged |
| Main Street Research LLC | 5,730 | $406.8K | 0.03% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 5,735 | $407.2K | 0.22% | +10.0% | Added |
| Worth Asset Management, LLC | 5,754 | $408.5K | 0.22% | +5,754 | New |
| Relyea Zuckerberg Hanson LLC | 5,791 | $411.1K | 0.06% | +176+3.1% | Added |
| MSH Capital Advisors LLC | 5,797 | $411.5K | 0.13% | −60−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,823 | $413.4K | 0.01% | −126−2.1% | Reduced |
| Harbour Investments, Inc. | 5,852 | $415.5K | 0.01% | +188+3.3% | Added |
| Quotient Wealth Partners, LLC | 5,859 | $415.9K | 0.01% | +339+6.1% | Added |
| AlTi Global, Inc. | 5,876 | $417.1K | 0.01% | +2,121+56.5% | Added |
| Aviso Wealth Management | 5,894 | $418.4K | 0.22% | −210−3.4% | Reduced |
| Integrated Quantitative Investments LLC | 5,900 | $418.8K | 0.21% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,927 | $420.8K | 0.27% | 00.0% | Unchanged |
| NBT Bank N A | 5,940 | $421.7K | 0.03% | −27−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,953 | $422.7K | 0.07% | +1,477+33.0% | Added |
| Tyche Wealth Partners LLC | 5,958 | $422.9K | 0.09% | +1,400+30.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,964 | $423.0K | 0.01% | +1,316+28.3% | Added |
| Rakuten Securities, Inc. | 5,991 | $425.3K | 0.21% | +38+0.6% | Added |
| Magnus Financial Group LLC | 5,996 | $425.7K | 0.04% | −447−6.9% | Reduced |
| Integrated Investment Consultants, LLC | 6,002 | $426.1K | 0.08% | +10+0.2% | Added |
| Cladis Investment Advisory, LLC | 6,011 | $426.7K | 0.31% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,024 | $427.6K | 0.01% | +683+12.8% | Added |
| Northern Financial Advisors Inc | 6,063 | $430.4K | 0.36% | −27−0.4% | Reduced |
| Montecito Bank & Trust | 6,067 | $430.7K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,070 | $430.9K | 0.06% | −449−6.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,066 | $431.0K | 0.04% | −871−12.6% | Reduced |
| D'Orazio & Associates, Inc. | 6,080 | $431.6K | 0.07% | +579+10.5% | Added |
| NTV Asset Management LLC | 6,092 | $432.4K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,092 | $432.4K | 0.04% | +366+6.4% | Added |
| FourThought Financial Partners, LLC | 6,133 | $435.4K | 0.05% | −77−1.2% | Reduced |
| Altfest L J & Co Inc | 6,161 | $437.4K | 0.05% | −28−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 6,174 | $438.3K | 0.01% | +2,434+65.1% | Added |
| Bokf, NA | 6,185 | $439.1K | 0.01% | −113−1.8% | Reduced |
| First Citizens Bank & Trust Co | 6,189 | $439.4K | 0.01% | +1,036+20.1% | Added |
| 49 Wealth Management, LLC | 6,190 | $439.4K | 0.05% | +6,190 | New |
| Bard Financial Services, Inc. | 6,195 | $439.8K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 6,213 | $441.1K | 0.09% | +228+3.8% | Added |
| Mather Group, LLC. | 6,218 | $441.4K | 0.01% | +1,450+30.4% | Added |
| Jeppson Wealth Management, LLC | 6,237 | $442.8K | 0.16% | +311+5.2% | Added |
| Stock Yards Bank & Trust Co | 6,270 | $445.1K | 0.02% | −6−0.1% | Reduced |
| Titleist Asset Management, LLC | 6,282 | $446.0K | 0.05% | −1,301−17.2% | Reduced |
| Cim Investment Mangement Inc | 6,318 | $448.5K | 0.10% | −6−0.1% | Reduced |
| Certified Advisory Corp | 6,325 | $449.0K | 0.05% | −364−5.4% | Reduced |
| Morningstar Investment Services LLC | 6,337 | $450.0K | 0.08% | −5,450−46.2% | Reduced |
| FIL Ltd | 6,395 | $454.0K | 0.00% | −941−12.8% | Reduced |
| Elmwood Wealth Management, Inc. | 6,400 | $454.3K | 0.19% | −100−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 6,432 | $457.0K | 0.02% | −3,230−33.4% | Reduced |
| One Wealth Advisors, LLC | 6,456 | $458.3K | 0.07% | −898−12.2% | Reduced |