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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 8,068 | $572.7K | 0.09% | −9,534−54.2% | Reduced |
| Asset Planning,Inc | 8,070 | $572.9K | 0.45% | +8,070 | New |
| Dumont & Blake Investment Advisors LLC | 8,098 | $574.9K | 0.16% | −92−1.1% | Reduced |
| First PREMIER Bank | 8,141 | $577.0K | 0.15% | −194−2.3% | Reduced |
| Gallacher Capital Management LLC | 8,130 | $577.2K | 0.28% | −1,099−11.9% | Reduced |
| Ofc Financial Planning, LLC | 8,136 | $577.6K | 0.65% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,136 | $577.6K | 0.27% | +4,904+151.7% | Added |
| Alteri Wealth LLC | 8,158 | $579.1K | 0.25% | +133+1.7% | Added |
| Perritt Capital Management Inc | 8,197 | $582.0K | 0.32% | −935−10.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,204 | $582.4K | 0.08% | +950+13.1% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $584.6K | 0.12% | 00.0% | Unchanged |
| Sym Financial Corp | 8,241 | $585.0K | 0.07% | +1,098+15.4% | Added |
| First National Bank | 8,275 | $587.4K | 0.38% | +189+2.3% | Added |
| GeoWealth Management, LLC | 8,307 | $589.7K | 0.02% | −3,031−26.7% | Reduced |
| National Wealth Management Group, LLC | 8,310 | $589.9K | 0.39% | +8,310 | New |
| Transce3nd, LLC | 8,335 | $590.6K | 0.26% | −620−6.9% | Reduced |
| Marest Capital, LLC | 8,326 | $591.1K | 0.49% | +753+9.9% | Added |
| Severin Investments, LLC | 8,336 | $591.8K | 0.59% | +4,201+101.6% | Added |
| Flagship Harbor Advisors, LLC | 8,351 | $592.8K | 0.03% | −87−1.0% | Reduced |
| Bank of Hawaii | 8,358 | $593.3K | 0.03% | +8,358 | New |
| Claro Advisors LLC | 8,383 | $595.1K | 0.08% | −175−2.0% | Reduced |
| Mount Vernon Associates Inc | 8,470 | $601.0K | 0.49% | −300−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 8,788 | $601.4K | 0.06% | −1,144−11.5% | Reduced |
| Adirondack Trust Co | 8,482 | $602.1K | 0.24% | −146−1.7% | Reduced |
| GTS Securities LLC | 8,491 | $602.8K | 0.03% | −7,915−48.2% | Reduced |
| Dearborn Partners LLC | 8,500 | $603.4K | 0.03% | +385+4.7% | Added |
| SlateStone Wealth, LLC | 8,532 | $606.0K | 0.06% | +3,930+85.4% | Added |
| WSFS Capital Management, LLC | 8,557 | $607.5K | 0.04% | −2,794−24.6% | Reduced |
| Keel Point, LLC | 8,571 | $608.4K | 0.05% | +1,396+19.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,607 | $611.0K | 0.13% | +10.0% | Added |
| 626 Financial, LLC | 8,615 | $611.6K | 0.31% | +10.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,624 | $612.2K | 0.70% | −13−0.2% | Reduced |
| Bridges Investment Management Inc | 8,640 | $613.4K | 0.01% | −1,007−10.4% | Reduced |
| Lindbrook Capital, LLC | 8,653 | $614.3K | 0.06% | −814−8.6% | Reduced |
| LRI Investments, LLC | 8,654 | $614.4K | 0.06% | −474−5.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,731 | $614.5K | 0.20% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 8,717 | $618.8K | 0.43% | −526−5.7% | Reduced |
| Coastwise Capital Group, LLC | 8,736 | $620.2K | 0.52% | −3,364−27.8% | Reduced |
| Steinberg Asset Management LLC | 8,782 | $623.4K | 0.51% | +219+2.6% | Added |
| EverSource Wealth Advisors, LLC | 8,787 | $623.7K | 0.03% | +3,429+64.0% | Added |
| Goldstone Financial Group, LLC | 8,893 | $631.3K | 0.10% | +732+9.0% | Added |
| Cohen Investment Advisors LLC | 9,002 | $639.1K | 0.37% | +310+3.6% | Added |
| Massmutual Trust Co FSB | 9,006 | $639.3K | 0.02% | +601+7.2% | Added |
| Davis Investment Partners, LLC | 10,122 | $639.9K | 0.28% | +7,295+258.0% | Added |
| Brave Asset Management Inc | 9,024 | $640.6K | 0.20% | 00.0% | Unchanged |
| Bank Hapoalim BM | 9,025 | $641.0K | 0.09% | −360−3.8% | Reduced |
| Readystate Asset Management LP | 9,133 | $648.4K | 0.03% | +9,133 | New |
| Thrive Wealth Management, LLC | 9,160 | $650.3K | 0.12% | −237−2.5% | Reduced |
| GF Fund Management Co. Ltd. | 9,170 | $651.0K | 0.02% | +8,238+883.9% | Added |
| SkyView Investment Advisors, LLC | 9,195 | $653.0K | 0.10% | +547+6.3% | Added |
| Chilton Capital Management LLC | 9,210 | $653.8K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 9,260 | $657.4K | 0.12% | +227+2.5% | Added |
| Intellectus Partners, LLC | 9,280 | $658.8K | 0.16% | −500−5.1% | Reduced |
| Savvy Advisors, Inc. | 9,297 | $660.0K | 0.07% | −164−1.7% | Reduced |
| Investors Research Corp | 9,311 | $661.0K | 0.14% | −1,245−11.8% | Reduced |
| Centaurus Financial, Inc. | 9,308 | $661.0K | 0.04% | +270+3.0% | Added |
| Alta Advisers Ltd | 9,364 | $664.8K | 0.28% | +3,100+49.5% | Added |
| Edmp, Inc. | 9,369 | $665.1K | 0.56% | +9,369 | New |
| Parkside Financial Bank & Trust | 9,417 | $668.5K | 0.09% | +661+7.5% | Added |
| Colonial River Wealth Management, LLC | 9,458 | $671.4K | 0.37% | +9,458 | New |
| Cabot Wealth Management Inc | 9,485 | $673.4K | 0.09% | +66+0.7% | Added |
| Aft, Forsyth & Company, Inc. | 9,488 | $673.6K | 0.36% | +1,925+25.5% | Added |
| OneAscent Financial Services LLC | 9,544 | $674.0K | 0.04% | +5,119+115.7% | Added |
| SeaBridge Investment Advisors LLC | 9,546 | $677.7K | 0.15% | −2,038−17.6% | Reduced |
| Wealth Alliance | 9,546 | $677.7K | 0.08% | +3,427+56.0% | Added |
| Polymer Capital Management (US) LLC | 9,551 | $678.0K | 0.20% | +9,551 | New |
| SageView Advisory Group, LLC | 9,571 | $679.5K | 0.03% | +6+0.1% | Added |
| Marco Investment Management LLC | 9,579 | $680.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,600 | $681.5K | 0.00% | −1,249,900−99.2% | Reduced |
| Field & Main Bank | 9,628 | $683.5K | 0.24% | +2,740+39.8% | Added |
| AdvisorNet Financial, Inc | 9,673 | $686.7K | 0.05% | +839+9.5% | Added |
| Future Fund LLC | 9,680 | $687.2K | 0.88% | +9,680 | New |
| Black Swift Group, LLC | 9,681 | $687.3K | 0.16% | +181+1.9% | Added |
| Banque Pictet & Cie SA | 9,691 | $688.0K | 0.01% | +1,744+21.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,711 | $689.4K | 0.23% | +9,711 | New |
| Grandview Asset Management LLC | 9,792 | $695.0K | 0.26% | +557+6.0% | Added |
| Legacy Advisors, LLC | 9,865 | $700.3K | 0.07% | +446+4.7% | Added |
| Jaffetilchin Investment Partners, LLC | 9,865 | $700.3K | 0.05% | +4,787+94.3% | Added |
| Mayflower Financial Advisors, LLC | 9,912 | $703.7K | 0.11% | −312−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,918 | $704.0K | 0.01% | +1,692+20.6% | Added |
| Fukoku Mutual Life Insurance Co | 9,928 | $704.8K | 0.05% | −5,200−34.4% | Reduced |
| My Legacy Advisors, LLC | 9,956 | $706.8K | 0.27% | +242+2.5% | Added |
| Brown Brothers Harriman & Co | 9,968 | $707.6K | 0.00% | +70+0.7% | Added |
| Quinn Opportunity Partners LLC | 9,979 | $708.4K | 0.05% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 9,984 | $708.8K | 0.05% | +2,579+34.8% | Added |
| Csenge Advisory Group | 11,209 | $709.0K | 0.04% | −323−2.8% | Reduced |
| Par Capital Management Inc | 10,000 | $709.9K | 0.02% | +2,800+38.9% | Added |
| Anson Funds Management LP | 10,000 | $709.9K | 0.17% | +10,000 | New |
| Brasada Capital Management, LP | 10,000 | $709.9K | 0.14% | +10,000 | New |
| Trust Point Inc. | 10,010 | $710.6K | 0.06% | −3,550−26.2% | Reduced |
| Stephenson National Bank & Trust | 10,018 | $711.2K | 0.26% | −557−5.3% | Reduced |
| Alexander Randolph Advisory, Inc. | 10,023 | $711.5K | 0.70% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,044 | $713.0K | 0.05% | +38+0.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,122 | $718.6K | 0.18% | −761−7.0% | Reduced |
| Hexagon Capital Partners LLC | 10,131 | $719.2K | 0.14% | +500+5.2% | Added |
| Philip James Wealth Mangement, LLC | 10,134 | $719.4K | 0.09% | −823−7.5% | Reduced |
| Ninepoint Partners LP | 10,145 | $720.2K | 0.13% | +10,145 | New |
| V-Square Quantitative Management LLC | 10,147 | $720.3K | 0.11% | +23+0.2% | Added |
| Alpha Cubed Investments, LLC | 10,151 | $720.6K | 0.03% | +7,221+246.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,161 | $721.3K | 0.11% | −176−1.7% | Reduced |