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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 6,536 | $459.7K | 0.04% | +121+1.9% | Added |
| TrueWealth Advisors, LLC | 6,487 | $460.5K | 0.15% | +502+8.4% | Added |
| TTP Investments, Inc. | 6,492 | $460.9K | 0.19% | +277+4.5% | Added |
| Essex Savings Bank | 6,528 | $463.4K | 0.11% | +1,756+36.8% | Added |
| Heartland Bank & Trust Co | 6,558 | $465.6K | 0.24% | +6,558 | New |
| Washington Capital Management Inc | 6,600 | $468.5K | 0.38% | −185−2.7% | Reduced |
| Stablepoint Partners, LLC | 6,600 | $468.5K | 0.08% | −77−1.2% | Reduced |
| Bluefin Capital Management, LLC | 6,600 | $468.5K | 0.38% | +6,600 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,600 | $468.5K | 0.22% | +6,600 | New |
| Opal Wealth Advisors, LLC | 6,610 | $469.2K | 0.14% | +109+1.7% | Added |
| Marino, Stram & Associates LLC | 6,618 | $469.8K | 0.10% | −10−0.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 6,623 | $470.1K | 0.57% | +6,623 | New |
| SRS Capital Advisors, Inc. | 6,632 | $470.8K | 0.03% | −5,746−46.4% | Reduced |
| Texas Bank & Trust Co | 6,658 | $472.7K | 0.20% | +3,470+108.8% | Added |
| Prossimo Advisors, LLC | 6,660 | $473.0K | 0.36% | +73+1.1% | Added |
| Shepherd Financial Partners LLC | 6,665 | $473.2K | 0.06% | −240−3.5% | Reduced |
| Insight Advisors, LLC | 6,670 | $473.5K | 0.08% | +345+5.5% | Added |
| Vestmark Advisory Solutions, Inc. | 6,686 | $474.6K | 0.01% | +3,707+124.4% | Added |
| Unified Investment Management | 6,722 | $477.2K | 0.56% | −2,619−28.0% | Reduced |
| MFA Wealth Services | 6,742 | $478.6K | 0.39% | +217+3.3% | Added |
| Callan Capital, LLC | 6,747 | $479.0K | 0.04% | +502+8.0% | Added |
| Bridgewater Advisors Inc. | 6,980 | $480.8K | 0.04% | +6,980 | New |
| MONECO Advisors, LLC | 6,813 | $483.6K | 0.05% | +147+2.2% | Added |
| North Star Investment Management Corp. | 6,820 | $484.2K | 0.04% | −255−3.6% | Reduced |
| PDS Planning, Inc | 6,838 | $485.4K | 0.04% | +1,109+19.4% | Added |
| Burke & Herbert Bank & Trust Co | 6,840 | $485.6K | 0.12% | −20−0.3% | Reduced |
| Kovack Advisors, Inc. | 6,849 | $486.2K | 0.05% | +240+3.6% | Added |
| Next Level Private LLC | 6,854 | $486.6K | 0.18% | +8+0.1% | Added |
| Balanced Rock Investment Advisor | 6,869 | $487.6K | 0.39% | −233−3.3% | Reduced |
| Cowa, LLC | 6,875 | $488.1K | 0.21% | +865+14.4% | Added |
| Childress Capital Advisors, LLC | 6,877 | $488.2K | 0.14% | +1,873+37.4% | Added |
| Colonial Trust Co | 6,885 | $488.7K | 0.08% | −1,290−15.8% | Reduced |
| Stableford Capital II LLC | 7,733 | $489.1K | 0.21% | +7,733 | New |
| Dorsey & Whitney Trust CO LLC | 6,902 | $490.0K | 0.03% | +142+2.1% | Added |
| Intrinsic Value Partners, LLC | 6,906 | $490.3K | 0.48% | −7,619−52.5% | Reduced |
| Modera Wealth Management, LLC | 6,932 | $492.1K | 0.01% | −701−9.2% | Reduced |
| Wealth Management Associates, Inc. | 6,952 | $493.5K | 0.21% | −465−6.3% | Reduced |
| Fiducient Advisors LLC | 6,982 | $495.7K | 0.06% | +247+3.7% | Added |
| Family Legacy, Inc. | 7,007 | $497.4K | 0.17% | 00.0% | Unchanged |
| West Family Investments, Inc. | 7,010 | $497.6K | 0.19% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 7,013 | $497.8K | 0.11% | −322−4.4% | Reduced |
| Maven Securities LTD | 7,044 | $500.1K | 0.11% | +7,044 | New |
| Exencial Wealth Advisors, LLC | 7,045 | $500.1K | 0.02% | +102+1.5% | Added |
| TFR Capital, LLC. | 7,083 | $502.8K | 0.21% | +4,199+145.6% | Added |
| Horizon Kinetics Asset Management LLC | 7,089 | $503.2K | 0.01% | +928+15.1% | Added |
| Elkhorn Partners Limited Partnership | 7,100 | $504.0K | 0.33% | +100+1.4% | Added |
| Kaufman Rossin Wealth, LLC | 7,111 | $504.8K | 0.36% | +7,111 | New |
| Founders Financial Alliance, LLC | 7,116 | $505.2K | 0.12% | +987+16.1% | Added |
| Wall Street Access Asset Management, LLC | 7,132 | $506.3K | 0.20% | −25−0.3% | Reduced |
| Shell Asset Management Co | 7,164 | $509.0K | 0.02% | +1,155+19.2% | Added |
| Maridea Wealth Management LLC | 7,187 | $510.2K | 0.17% | +7,187 | New |
| Integrity Financial Corp | 7,203 | $511.3K | 0.29% | +71+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7,204 | $511.4K | 0.15% | +21+0.3% | Added |
| MCF Advisors LLC | 7,220 | $512.6K | 0.04% | −407−5.3% | Reduced |
| Wallace Advisory Group, LLC | 7,309 | $514.5K | 0.36% | −112−1.5% | Reduced |
| Beta Wealth Group, Inc. | 7,322 | $519.8K | 0.19% | −1,401−16.1% | Reduced |
| CVA Family Office, LLC | 7,325 | $520.0K | 0.08% | −67−0.9% | Reduced |
| ASB Consultores, LLC | 7,327 | $520.1K | 0.34% | +1,632+28.7% | Added |
| DMG Group, LLC | 7,350 | $521.8K | 0.43% | −7,743−51.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,406 | $525.7K | 0.02% | +821+12.5% | Added |
| Aprio Wealth Management, LLC | 7,411 | $526.1K | 0.07% | +2,475+50.1% | Added |
| Opinicus Capital, Inc. | 7,413 | $526.3K | 0.47% | −190−2.5% | Reduced |
| Journey Strategic Wealth LLC | 7,437 | $527.9K | 0.02% | +397+5.6% | Added |
| Capital Square, LLC | 7,472 | $530.4K | 0.31% | −49−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,510 | $533.1K | 0.35% | −1,290−14.7% | Reduced |
| Rehmann Capital Advisory Group | 7,530 | $534.6K | 0.03% | +252+3.5% | Added |
| KCM Investment Advisors LLC | 7,539 | $535.2K | 0.02% | −145−1.9% | Reduced |
| Delta Asset Management LLC | 7,548 | $535.8K | 0.05% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 7,564 | $537.0K | 0.55% | −1,309−14.8% | Reduced |
| First City Capital Management, Inc. | 7,565 | $537.0K | 0.32% | +16+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 7,571 | $537.5K | 0.04% | −91−1.2% | Reduced |
| Proathlete Wealth Management LLC | 7,576 | $538.8K | 0.20% | +251+3.4% | Added |
| Quadrant Private Wealth Management, LLC | 7,617 | $540.7K | 0.13% | −157−2.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,629 | $541.6K | 0.13% | −12−0.2% | Reduced |
| Simmons Bank | 7,646 | $542.8K | 0.04% | −97−1.3% | Reduced |
| Parcion Private Wealth LLC | 7,648 | $542.9K | 0.04% | +3,648+91.2% | Added |
| Bingham Private Wealth, LLC | 7,655 | $543.4K | 0.56% | +1,059+16.1% | Added |
| Hickory Point Bank & Trust | 7,658 | $543.6K | 0.48% | −681−8.2% | Reduced |
| Nwam LLC | 7,678 | $545.1K | 0.05% | +1,556+25.4% | Added |
| SummitTX Capital, L.P. | 7,679 | $545.1K | 0.02% | +7,679 | New |
| Clear Street Markets LLC | 7,700 | $546.6K | 0.38% | −15,400−66.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,725 | $548.4K | 0.28% | −25−0.3% | Reduced |
| Leo Wealth, LLC | 7,730 | $548.8K | 0.08% | −2,272−22.7% | Reduced |
| CFO4Life Group, LLC | 7,733 | $549.0K | 0.09% | −20.0% | Reduced |
| Good Life Advisors, LLC | 7,783 | $552.5K | 0.04% | −5,299−40.5% | Reduced |
| L2 Asset Management, LLC | 7,801 | $553.8K | 0.11% | +638+8.9% | Added |
| Acorn Financial Advisory Services Inc | 7,805 | $554.0K | 0.10% | −496−6.0% | Reduced |
| US Asset Management LLC | 7,812 | $555.0K | 0.53% | −33−0.4% | Reduced |
| GWN Securities Inc. | 7,504 | $555.4K | 0.03% | +7,504 | New |
| Archer Investment Corp | 7,832 | $556.0K | 0.14% | +7,301+1,375.0% | Added |
| BSW Wealth Partners | 7,870 | $558.7K | 0.08% | −68−0.9% | Reduced |
| Congress Park Capital LLC | 7,917 | $562.0K | 0.21% | +1,642+26.2% | Added |
| Sargent Investment Group, LLC | 7,966 | $565.5K | 0.09% | +523+7.0% | Added |
| Choate Investment Advisors | 7,986 | $566.9K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,016 | $569.1K | 0.46% | −2,255−22.0% | Reduced |
| Advus Financial Partners, LLC | 8,026 | $569.8K | 0.16% | −65−0.8% | Reduced |
| Spire Wealth Management | 8,027 | $569.9K | 0.02% | −2,953−26.9% | Reduced |
| Humankind Investments LLC | 8,036 | $570.5K | 0.15% | −1,210−13.1% | Reduced |
| Fortis Advisors, LLC | 8,048 | $571.3K | 0.37% | +548+7.3% | Added |
| Deseret Mutual Benefit Administrators | 8,066 | $572.6K | 0.28% | −781−8.8% | Reduced |