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
- 2,025
- +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
- 721 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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 19,726 | $1.40M | 0.03% | +1,607+8.9% | Added |
| Matthew Goff Investment Advisor, LLC | 19,710 | $1.40M | 0.26% | −132−0.7% | Reduced |
| DMKC Advisory Services, LLC | 19,707 | $1.40M | 1.26% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 19,565 | $1.39M | 0.52% | −500−2.5% | Reduced |
| Norden Group LLC | 19,564 | $1.39M | 0.16% | −4,203−17.7% | Reduced |
| First National Trust Co | 19,245 | $1.37M | 0.06% | −529−2.7% | Reduced |
| Huntington National Bank | 19,218 | $1.36M | 0.01% | +4,100+27.1% | Added |
| CenterBook Partners LP | 19,215 | $1.36M | 0.09% | +19,215 | New |
| Ameritas Advisory Services, LLC | 19,119 | $1.36M | 0.05% | −4,114−17.7% | Reduced |
| Cigna Investments Inc | 19,082 | $1.35M | 0.25% | −345−1.8% | Reduced |
| Transcend Wealth Collective, LLC | 19,077 | $1.35M | 0.10% | −432−2.2% | Reduced |
| GKV Capital Management Co., Inc. | 19,070 | $1.35M | 0.67% | +18,070+1,807.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,007 | $1.35M | 0.03% | −2,871−13.1% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $1.35M | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,909 | $1.34M | 0.03% | −508−2.6% | Reduced |
| Paradigm Asset Management Co LLC | 18,900 | $1.34M | 0.36% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 18,877 | $1.34M | 0.03% | +6,282+49.9% | Added |
| Oarsman Capital, Inc. | 18,864 | $1.34M | 0.24% | +399+2.2% | Added |
| Chicago Partners Investment Group LLC | 18,950 | $1.33M | 0.04% | +2,259+13.5% | Added |
| Pflug Koory, LLC | 18,714 | $1.33M | 0.74% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 18,678 | $1.33M | 0.16% | +325+1.8% | Added |
| Pinnacle Financial Partners Inc | 18,554 | $1.32M | 0.03% | +15,436+495.1% | Added |
| Abundance Wealth Counselors | 18,523 | $1.31M | 0.28% | +93+0.5% | Added |
| Boyar Asset Management Inc. | 18,353 | $1.30M | 0.94% | −537−2.8% | Reduced |
| E&G Advisors, LP | 18,333 | $1.30M | 0.37% | 00.0% | Unchanged |
| Breakwater Capital Group | 18,299 | $1.30M | 0.23% | +3,911+27.2% | Added |
| Resources Management Corp | 18,230 | $1.29M | 0.18% | 00.0% | Unchanged |
| Birchbrook, Inc. | 18,069 | $1.28M | 0.72% | −917−4.8% | Reduced |
| IFP Advisors, Inc | 17,993 | $1.28M | 0.04% | −34,542−65.8% | Reduced |
| Prosperity Consulting Group, LLC | 17,940 | $1.27M | 0.10% | +183+1.0% | Added |
| Trust Co of Toledo NA | 17,873 | $1.27M | 0.17% | +640+3.7% | Added |
| Tiaa Trust, National Association | 17,853 | $1.27M | 0.00% | +1,775+11.0% | Added |
| Summit X, LLC | 17,842 | $1.27M | 0.27% | −422−2.3% | Reduced |
| Venture Visionary Partners LLC | 17,761 | $1.26M | 0.05% | −67−0.4% | Reduced |
| LM Advisors LLC | 17,734 | $1.26M | 0.23% | +1,053+6.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.26M | 0.74% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 17,686 | $1.26M | 0.16% | −189−1.1% | Reduced |
| Meyer Handelman Co | 17,670 | $1.25M | 0.04% | −28,150−61.4% | Reduced |
| Change Path, LLC | 17,568 | $1.25M | 0.04% | +1,686+10.6% | Added |
| Wealthcare Advisory Partners LLC | 17,553 | $1.25M | 0.03% | −2,020−10.3% | Reduced |
| Arjuna Capital | 17,545 | $1.25M | 0.34% | +17,545 | New |
| Tandem Capital Management Corp | 17,487 | $1.24M | 0.69% | +1,044+6.3% | Added |
| Regions Financial Corp | 17,477 | $1.24M | 0.01% | −1,128−6.1% | Reduced |
| USA Financial Portformulas Corp | 17,471 | $1.24M | 0.20% | +17,471 | New |
| Hilltop Holdings Inc. | 17,425 | $1.24M | 0.08% | −11,899−40.6% | Reduced |
| Mutual Advisors, LLC | 18,062 | $1.24M | 0.04% | +481+2.7% | Added |
| World Equity Group, Inc. | 17,523 | $1.23M | 0.35% | +5,543+46.3% | Added |
| Citizens National Bank Trust Department | 17,203 | $1.22M | 0.26% | +3,002+21.1% | Added |
| Generation Capital Management LLC | 17,190 | $1.22M | 1.10% | +17,190 | New |
| Transatlantique Private Wealth LLC | 17,171 | $1.22M | 0.49% | −878−4.9% | Reduced |
| Eagle Global Advisors LLC | 17,150 | $1.22M | 0.05% | +14,050+453.2% | Added |
| Round Rock Advisors, LLC | 17,018 | $1.21M | 0.22% | −165−1.0% | Reduced |
| Essex Financial Services, Inc. | 16,918 | $1.20M | 0.09% | −965−5.4% | Reduced |
| ISAM Funds (UK) Ltd | 16,911 | $1.20M | 0.59% | +13,707+427.8% | Added |
| Cardinal Point Capital Management, ULC | 16,907 | $1.20M | 0.11% | +16,907 | New |
| Accurate Wealth Management, LLC | 19,442 | $1.20M | 0.23% | +2,047+11.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,875 | $1.20M | 0.11% | +189+1.1% | Added |
| Quadrature Capital Ltd | 16,736 | $1.19M | 0.03% | −136,010−89.0% | Reduced |
| InTrack Investment Management Inc | 16,739 | $1.19M | 1.08% | −2,673−13.8% | Reduced |
| Quantitative Investment Management, LLC | 16,744 | $1.19M | 0.11% | −9,344−35.8% | Reduced |
| Bridgefront Capital, LLC | 16,673 | $1.18M | 0.34% | +16,673 | New |
| Convergence Investment Partners, LLC | 16,523 | $1.17M | 0.32% | −6,396−27.9% | Reduced |
| Fusion Capital, LLC | 16,500 | $1.17M | 0.45% | +1,730+11.7% | Added |
| Solitude Financial Services | 16,496 | $1.17M | 0.45% | +140+0.9% | Added |
| First Dallas Securities Inc. | 16,484 | $1.17M | 0.49% | +6,217+60.6% | Added |
| Melfa Wealth Management, LLC | 16,466 | $1.17M | 0.79% | −29−0.2% | Reduced |
| Sigma Planning Corp | 16,442 | $1.17M | 0.04% | +885+5.7% | Added |
| Carson Advisory Inc. | 16,400 | $1.16M | 0.78% | −235−1.4% | Reduced |
| Moors & Cabot, Inc. | 16,305 | $1.16M | 0.06% | −823−4.8% | Reduced |
| Portside Wealth Group, LLC | 16,268 | $1.15M | 0.19% | −1,770−9.8% | Reduced |
| Sunbelt Securities, Inc. | 16,253 | $1.15M | 0.10% | −11,698−41.9% | Reduced |
| Larson Financial Group LLC | 16,228 | $1.15M | 0.05% | +6,761+71.4% | Added |
| Ignite Planners, LLC | 16,905 | $1.15M | 0.23% | +285+1.7% | Added |
| Checchi Capital Advisers, LLC | 16,200 | $1.15M | 0.08% | +809+5.3% | Added |
| Arlington Capital Management, Inc. | 16,195 | $1.15M | 0.87% | +16,195 | New |
| Cito Capital Group, LLC | 16,151 | $1.15M | 0.44% | 00.0% | Unchanged |
| Intrust Bank NA | 16,096 | $1.14M | 0.11% | +1,582+10.9% | Added |
| Inceptionr LLC | 16,063 | $1.14M | 0.34% | +16,063 | New |
| Zuckerman Investment Group, LLC | 16,000 | $1.14M | 0.12% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 15,967 | $1.13M | 0.04% | +1,791+12.6% | Added |
| Sterling Capital Management LLC | 15,862 | $1.13M | 0.02% | +40+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 15,818 | $1.12M | 0.10% | −28−0.2% | Reduced |
| Marex Group plc | 15,813 | $1.12M | 0.02% | −2,047−11.5% | Reduced |
| Jmac Enterprises LLC | 15,800 | $1.12M | 0.27% | +531+3.5% | Added |
| Northeast Financial Consultants Inc | 15,626 | $1.11M | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 15,618 | $1.11M | 0.86% | +648+4.3% | Added |
| Hayek Kallen Investment Management | 15,534 | $1.10M | 0.41% | +8,630+125.0% | Added |
| CBOE Vest Financial, LLC | 15,482 | $1.10M | 0.02% | +6,559+73.5% | Added |
| Secured Retirement Advisors, LLC | 15,358 | $1.09M | 0.70% | +11,599+308.6% | Added |
| Citizens Financial Group Inc | 15,322 | $1.09M | 0.02% | +918+6.4% | Added |
| Somerset Trust Co | 15,275 | $1.08M | 0.39% | −78−0.5% | Reduced |
| Fortress Private Ledger, LLC | 15,252 | $1.08M | 0.60% | +3,426+29.0% | Added |
| Ransom Advisory, Ltd | 15,214 | $1.08M | 0.53% | +900+6.3% | Added |
| Argentarii, LLC | 15,179 | $1.08M | 0.53% | +15,179 | New |
| Aster Capital Management (DIFC) Ltd | 13,473 | $1.08M | 0.20% | +2,512+22.9% | Added |
| Winthrop Capital Management, LLC | 15,156 | $1.08M | 0.30% | +582+4.0% | Added |
| First Manhattan Co | 15,151 | $1.08M | 0.00% | −12,103−44.4% | Reduced |
| Deltec Asset Management LLC | 15,125 | $1.07M | 0.23% | +15,125 | New |
| Excalibur Management Corp | 14,959 | $1.06M | 0.42% | −209−1.4% | Reduced |
| Schnieders Capital Management LLC | 14,956 | $1.06M | 0.23% | +3,753+33.5% | Added |