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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 14,946 | $1.06M | 0.16% | −5,652−27.4% | Reduced |
| Prasad Wealth Partners, LLC | 14,900 | $1.06M | 0.35% | −650−4.2% | Reduced |
| Centiva Capital, LP | 14,891 | $1.06M | 0.06% | +2,441+19.6% | Added |
| MWA Asset Management | 14,855 | $1.05M | 0.73% | +672+4.7% | Added |
| Measured Wealth Private Client Group, LLC | 14,822 | $1.05M | 0.34% | +14,822 | New |
| Conning Inc. | 14,793 | $1.05M | 0.04% | −88−0.6% | Reduced |
| Wellington Management Group LLP | 14,718 | $1.04M | 0.00% | −29,764−66.9% | Reduced |
| Paradigm Financial Partners, LLC | 14,656 | $1.04M | 0.13% | −131−0.9% | Reduced |
| NVWM, LLC | 14,612 | $1.04M | 0.28% | +3,507+31.6% | Added |
| Wealthspire Advisors, LLC | 14,507 | $1.03M | 0.01% | +5,960+69.7% | Added |
| Premier Path Wealth Partners, LLC | 14,485 | $1.03M | 0.16% | +243+1.7% | Added |
| Canandaigua National Bank & Trust Co | 14,483 | $1.03M | 0.10% | −1,115−7.1% | Reduced |
| Michels Family Financial, LLC | 14,477 | $1.03M | 0.93% | +166+1.2% | Added |
| Leavell Investment Management, Inc. | 14,405 | $1.02M | 0.05% | +10,772+296.5% | Added |
| Paragon Capital Management LLC | 14,373 | $1.02M | 0.58% | −685−4.5% | Reduced |
| Shelton Wealth Management, LLC | 14,254 | $1.01M | 0.58% | −1,770−11.0% | Reduced |
| Independence Bank of Kentucky | 14,218 | $1.01M | 0.16% | +3,665+34.7% | Added |
| Frank, Rimerman Advisors LLC | 14,164 | $1.01M | 0.08% | +664+4.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $1.00M | 0.06% | 00.0% | Unchanged |
| Power Wealth Management LLC | 14,127 | $1.00M | 0.41% | −102−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,118 | $1.00M | 0.15% | +14,118 | New |
| HBK Sorce Advisory LLC | 14,086 | $1.00M | 0.03% | +2,283+19.3% | Added |
| Angel Oak Capital Advisors, LLC | 14,000 | $993.9K | 1.33% | +14,000 | New |
| Bristlecone Advisors, LLC | 13,895 | $986.4K | 0.08% | −2,390−14.7% | Reduced |
| LifePlan Financial, LLC | 13,871 | $984.7K | 0.86% | −189−1.3% | Reduced |
| Avestar Capital, LLC | 13,862 | $984.1K | 0.09% | +1,902+15.9% | Added |
| 3Chopt Investment Partners, LLC | 13,834 | $982.1K | 0.26% | +1,830+15.2% | Added |
| CX Institutional | 13,680 | $971.0K | 0.04% | −180−1.3% | Reduced |
| Riverbend Wealth Management, LLC | 13,632 | $967.8K | 0.87% | +2,688+24.6% | Added |
| Wealth Effects LLC | 13,600 | $965.5K | 0.41% | +4,650+52.0% | Added |
| Integrated Advisors Network LLC | 13,585 | $964.4K | 0.05% | −33,324−71.0% | Reduced |
| First Commonwealth Financial Corp | 13,453 | $955.0K | 0.22% | +1,682+14.3% | Added |
| Graypoint LLC | 13,451 | $954.9K | 0.06% | +274+2.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,400 | $951.3K | 0.60% | −300−2.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,366 | $948.8K | 0.10% | +85+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 13,327 | $946.1K | 0.02% | −307−2.3% | Reduced |
| Sowell Financial Services LLC | 13,320 | $945.6K | 0.04% | −987−6.9% | Reduced |
| Tikehau Investment Management | 13,275 | $942.4K | 1.46% | +13,275 | New |
| Migdal Insurance & Financial Holdings Ltd. | 13,214 | $933.0K | 0.01% | −1,953−12.9% | Reduced |
| Johnson Investment Counsel Inc | 13,083 | $928.8K | 0.01% | −486−3.6% | Reduced |
| Summit Global Investments | 13,057 | $927.0K | 0.07% | −49,547−79.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 13,030 | $925.0K | 0.01% | −81,395−86.2% | Reduced |
| Fort Sheridan Advisors LLC | 12,997 | $922.7K | 0.14% | −11−0.1% | Reduced |
| Integrity Alliance, LLC. | 12,863 | $913.2K | 0.04% | +12,863 | New |
| Independent Financial Group, LLC | 12,842 | $911.6K | 0.03% | +1,221+10.5% | Added |
| Hobbs Group Advisors, LLC | 12,828 | $910.7K | 0.35% | +2,934+29.7% | Added |
| FNY Investment Advisers, LLC | 12,810 | $909.0K | 0.56% | −6,750−34.5% | Reduced |
| Haverford Trust Co | 12,792 | $908.1K | 0.01% | +148+1.2% | Added |
| Manchester Capital Management LLC | 12,752 | $905.2K | 0.11% | +286+2.3% | Added |
| Venturi Wealth Management, LLC | 12,748 | $905.0K | 0.05% | +928+7.9% | Added |
| Arete Wealth Advisors, LLC | 13,660 | $904.0K | 0.07% | +2,249+19.7% | Added |
| BKM Wealth Management, LLC | 12,636 | $897.0K | 0.37% | −242−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 12,560 | $891.6K | 0.10% | −101−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 12,548 | $890.8K | 0.07% | −27,824−68.9% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $887.4K | 0.02% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 12,986 | $886.7K | 0.37% | +1,540+13.5% | Added |
| Stonegate Investment Group, LLC | 12,358 | $877.3K | 0.02% | +236+1.9% | Added |
| NorthRock Partners, LLC | 12,331 | $875.4K | 0.03% | +1,020+9.0% | Added |
| Triangle Securities Wealth Management | 12,259 | $870.3K | 0.22% | −605−4.7% | Reduced |
| Concord Wealth Partners | 12,201 | $866.1K | 0.14% | −497−3.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,176 | $864.3K | 0.05% | +1,712+16.4% | Added |
| Skopos Labs, Inc. | 12,124 | $860.7K | 0.19% | +5,814+92.1% | Added |
| Moss Adams Wealth Advisors LLC | 12,113 | $859.9K | 0.09% | +1,530+14.5% | Added |
| Asset Dedication, LLC | 12,110 | $859.7K | 0.07% | +10+0.1% | Added |
| Seelaus Asset Management LLC | 12,102 | $859.1K | 0.82% | +226+1.9% | Added |
| TCG Advisory Services, LLC | 12,049 | $855.3K | 0.03% | −2,973−19.8% | Reduced |
| Aristides Capital LLC | 12,000 | $851.9K | 0.32% | +12,000 | New |
| Kathmere Capital Management, LLC | 11,998 | $851.7K | 0.07% | +1,189+11.0% | Added |
| Twelve Points Wealth Management LLC | 11,975 | $850.1K | 0.23% | −48−0.4% | Reduced |
| Benjamin Edwards Inc | 11,942 | $847.8K | 0.01% | −131−1.1% | Reduced |
| Teza Capital Management LLC | 11,909 | $845.4K | 0.39% | +11,909 | New |
| Headlands Technologies LLC | 11,859 | $841.9K | 0.10% | +4,547+62.2% | Added |
| Lazari Capital Management, Inc. | 11,852 | $841.3K | 0.34% | −425−3.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,841 | $840.6K | 0.36% | −13,714−53.7% | Reduced |
| Navellier & Associates Inc | 11,898 | $835.7K | 0.12% | −3,178−21.1% | Reduced |
| ARGA Investment Management, LP | 11,735 | $833.1K | 0.03% | +11,735 | New |
| Sandy Spring Bank | 11,733 | $832.9K | 0.04% | −219−1.8% | Reduced |
| Aaron Wealth Advisors | 11,603 | $823.7K | 0.09% | +947+8.9% | Added |
| Rossmore Private Capital | 11,519 | $817.7K | 0.10% | +89+0.8% | Added |
| Philadelphia Trust Co | 11,507 | $817.0K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,498 | $816.2K | 0.03% | −999−8.0% | Reduced |
| iA Global Asset Management Inc. | 11,501 | $816.0K | 0.01% | +11,501 | New |
| Washington Trust Bank | 11,457 | $813.3K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 11,453 | $813.1K | 0.08% | +1,610+16.4% | Added |
| TT Capital Management LLC | 11,444 | $812.5K | 0.68% | −202,178−94.6% | Reduced |
| Concord Asset Management, LLC | 12,229 | $810.8K | 0.18% | +543+4.6% | Added |
| Harmony Asset Management LLC | 11,412 | $810.1K | 0.34% | +3,220+39.3% | Added |
| Kingswood Wealth Advisors, LLC | 11,347 | $805.1K | 0.07% | +107+1.0% | Added |
| Loomis Sayles & Co L P | 11,340 | $805.0K | 0.00% | −729−6.0% | Reduced |
| Simon Quick Advisors, LLC | 11,314 | $803.2K | 0.05% | +3,126+38.2% | Added |
| Diversify Wealth Management, LLC | 11,647 | $802.2K | 0.06% | −1,906−14.1% | Reduced |
| Umpqua Bank | 11,253 | $798.9K | 0.28% | −802−6.7% | Reduced |
| Focus Financial Network, Inc. | 11,226 | $796.9K | 0.03% | +605+5.7% | Added |
| RMR Wealth Builders | 11,205 | $795.4K | 0.08% | −227−2.0% | Reduced |
| Gibbs Wealth Management | 11,202 | $795.2K | 0.19% | +535+5.0% | Added |
| Carnegie Lake Advisors LLC | 11,173 | $793.0K | 0.32% | +1,396+14.3% | Added |
| Personal Cfo Solutions, LLC | 11,112 | $788.8K | 0.16% | −744−6.3% | Reduced |
| WCG Wealth Advisors LLC | 11,066 | $785.6K | 0.06% | −507−4.4% | Reduced |
| New England Asset Management Inc | 11,010 | $781.6K | 0.13% | −45,440−80.5% | Reduced |
| Blueshift Asset Management, LLC | 10,945 | $777.0K | 0.31% | +10,945 | New |