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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 10,929 | $775.9K | 0.06% | −1,816−14.2% | Reduced |
| CenterStar Asset Management, LLC | 10,862 | $772.0K | 1.11% | +10,862 | New |
| Geneos Wealth Management Inc. | 10,852 | $770.4K | 0.03% | +2,199+25.4% | Added |
| Crestwood Advisors Group LLC | 10,818 | $768.0K | 0.01% | +1,345+14.2% | Added |
| Daymark Wealth Partners, LLC | 10,778 | $765.1K | 0.03% | +7,851+268.2% | Added |
| Oxford Asset Management LLP | 10,764 | $764.1K | 0.35% | +10,764 | New |
| Krilogy Financial LLC | 10,761 | $763.9K | 0.05% | +10,761 | New |
| Gleason Group, Inc. | 10,678 | $758.1K | 0.14% | +74+0.7% | Added |
| Jamison Private Wealth Management, Inc. | 10,652 | $756.2K | 0.12% | −2,932−21.6% | Reduced |
| Guardian Investment Management | 10,625 | $754.6K | 0.64% | −2,265−17.6% | Reduced |
| Quadcap Wealth Management, LLC | 10,613 | $753.4K | 0.11% | −4,024−27.5% | Reduced |
| Sage Mountain Advisors LLC | 10,559 | $749.6K | 0.06% | −115−1.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 10,521 | $746.9K | 0.19% | +10,521 | New |
| Hollencrest Capital Management | 10,513 | $746.3K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,498 | $745.3K | 0.10% | +685+7.0% | Added |
| Verdence Capital Advisors LLC | 10,467 | $743.1K | 0.06% | −574−5.2% | Reduced |
| Syon Capital LLC | 10,443 | $741.3K | 0.06% | +1,984+23.5% | Added |
| Western Wealth Management, LLC | 10,440 | $741.2K | 0.05% | +1,144+12.3% | Added |
| KDT Advisors, LLC | 10,400 | $738.3K | 1.09% | 00.0% | Unchanged |
| 111 Capital | 10,319 | $732.5K | 0.14% | +2,737+36.1% | Added |
| Beutel, Goodman & Co Ltd. | 10,315 | $732.0K | 0.00% | +10,315 | New |
| Retirement Planning Co of New England, Inc. | 10,289 | $730.4K | 0.37% | +268+2.7% | Added |
| Westside Investment Management, Inc. | 10,289 | $730.1K | 0.16% | −57−0.6% | Reduced |
| New Century Financial Group, LLC | 10,270 | $729.1K | 0.84% | −21,443−67.6% | Reduced |
| Herold Advisors, Inc. | 10,236 | $726.7K | 0.16% | +1,000+10.8% | Added |
| Diversify Advisory Services, LLC | 10,541 | $726.1K | 0.05% | −1,684−13.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,161 | $721.3K | 0.11% | −176−1.7% | Reduced |
| Alpha Cubed Investments, LLC | 10,151 | $720.6K | 0.03% | +7,221+246.5% | Added |
| V-Square Quantitative Management LLC | 10,147 | $720.3K | 0.11% | +23+0.2% | Added |
| Ninepoint Partners LP | 10,145 | $720.2K | 0.13% | +10,145 | New |
| Philip James Wealth Mangement, LLC | 10,134 | $719.4K | 0.09% | −823−7.5% | Reduced |
| Hexagon Capital Partners LLC | 10,131 | $719.2K | 0.14% | +500+5.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,122 | $718.6K | 0.18% | −761−7.0% | Reduced |
| Cornerstone Wealth Management, LLC | 10,044 | $713.0K | 0.05% | +38+0.4% | Added |
| Alexander Randolph Advisory, Inc. | 10,023 | $711.5K | 0.70% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 10,018 | $711.2K | 0.26% | −557−5.3% | Reduced |
| Trust Point Inc. | 10,010 | $710.6K | 0.06% | −3,550−26.2% | 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 |
| Csenge Advisory Group | 11,209 | $709.0K | 0.04% | −323−2.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,984 | $708.8K | 0.05% | +2,579+34.8% | Added |
| Quinn Opportunity Partners LLC | 9,979 | $708.4K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,968 | $707.6K | 0.00% | +70+0.7% | Added |
| My Legacy Advisors, LLC | 9,956 | $706.8K | 0.27% | +242+2.5% | Added |
| Fukoku Mutual Life Insurance Co | 9,928 | $704.8K | 0.05% | −5,200−34.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,918 | $704.0K | 0.01% | +1,692+20.6% | Added |
| Mayflower Financial Advisors, LLC | 9,912 | $703.7K | 0.11% | −312−3.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,865 | $700.3K | 0.05% | +4,787+94.3% | Added |
| Legacy Advisors, LLC | 9,865 | $700.3K | 0.07% | +446+4.7% | Added |
| Grandview Asset Management LLC | 9,792 | $695.0K | 0.26% | +557+6.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,711 | $689.4K | 0.23% | +9,711 | New |
| Banque Pictet & Cie SA | 9,691 | $688.0K | 0.01% | +1,744+21.9% | Added |
| Black Swift Group, LLC | 9,681 | $687.3K | 0.16% | +181+1.9% | Added |
| Future Fund LLC | 9,680 | $687.2K | 0.88% | +9,680 | New |
| AdvisorNet Financial, Inc | 9,673 | $686.7K | 0.05% | +839+9.5% | Added |
| Field & Main Bank | 9,628 | $683.5K | 0.24% | +2,740+39.8% | Added |
| Two Sigma Advisers, LP | 9,600 | $681.5K | 0.00% | −1,249,900−99.2% | Reduced |
| Marco Investment Management LLC | 9,579 | $680.0K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 9,571 | $679.5K | 0.03% | +6+0.1% | Added |
| Polymer Capital Management (US) LLC | 9,551 | $678.0K | 0.20% | +9,551 | New |
| Wealth Alliance | 9,546 | $677.7K | 0.08% | +3,427+56.0% | Added |
| SeaBridge Investment Advisors LLC | 9,546 | $677.7K | 0.15% | −2,038−17.6% | Reduced |
| OneAscent Financial Services LLC | 9,544 | $674.0K | 0.04% | +5,119+115.7% | Added |
| Aft, Forsyth & Company, Inc. | 9,488 | $673.6K | 0.36% | +1,925+25.5% | Added |
| Cabot Wealth Management Inc | 9,485 | $673.4K | 0.09% | +66+0.7% | Added |
| Colonial River Wealth Management, LLC | 9,458 | $671.4K | 0.37% | +9,458 | New |
| Parkside Financial Bank & Trust | 9,417 | $668.5K | 0.09% | +661+7.5% | Added |
| Edmp, Inc. | 9,369 | $665.1K | 0.56% | +9,369 | New |
| Alta Advisers Ltd | 9,364 | $664.8K | 0.28% | +3,100+49.5% | Added |
| Centaurus Financial, Inc. | 9,308 | $661.0K | 0.04% | +270+3.0% | Added |
| Investors Research Corp | 9,311 | $661.0K | 0.14% | −1,245−11.8% | Reduced |
| Savvy Advisors, Inc. | 9,297 | $660.0K | 0.07% | −164−1.7% | Reduced |
| Intellectus Partners, LLC | 9,280 | $658.8K | 0.16% | −500−5.1% | Reduced |
| Catalytic Wealth RIA, LLC | 9,260 | $657.4K | 0.12% | +227+2.5% | Added |
| Chilton Capital Management LLC | 9,210 | $653.8K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 9,195 | $653.0K | 0.10% | +547+6.3% | Added |
| GF Fund Management Co. Ltd. | 9,170 | $651.0K | 0.02% | +8,238+883.9% | Added |
| Thrive Wealth Management, LLC | 9,160 | $650.3K | 0.12% | −237−2.5% | Reduced |
| Readystate Asset Management LP | 9,133 | $648.4K | 0.03% | +9,133 | New |
| Bank Hapoalim BM | 9,025 | $641.0K | 0.09% | −360−3.8% | Reduced |
| Brave Asset Management Inc | 9,024 | $640.6K | 0.20% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 10,122 | $639.9K | 0.28% | +7,295+258.0% | Added |
| Massmutual Trust Co FSB | 9,006 | $639.3K | 0.02% | +601+7.2% | Added |
| Cohen Investment Advisors LLC | 9,002 | $639.1K | 0.37% | +310+3.6% | Added |
| Goldstone Financial Group, LLC | 8,893 | $631.3K | 0.10% | +732+9.0% | Added |
| EverSource Wealth Advisors, LLC | 8,787 | $623.7K | 0.03% | +3,429+64.0% | Added |
| Steinberg Asset Management LLC | 8,782 | $623.4K | 0.51% | +219+2.6% | Added |
| Coastwise Capital Group, LLC | 8,736 | $620.2K | 0.52% | −3,364−27.8% | Reduced |
| Strive Asset Management, LLC | 8,717 | $618.8K | 0.43% | −526−5.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,731 | $614.5K | 0.20% | 00.0% | Unchanged |
| LRI Investments, LLC | 8,654 | $614.4K | 0.06% | −474−5.2% | Reduced |
| Lindbrook Capital, LLC | 8,653 | $614.3K | 0.06% | −814−8.6% | Reduced |
| Bridges Investment Management Inc | 8,640 | $613.4K | 0.01% | −1,007−10.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 8,624 | $612.2K | 0.70% | −13−0.2% | Reduced |
| 626 Financial, LLC | 8,615 | $611.6K | 0.31% | +10.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,607 | $611.0K | 0.13% | +10.0% | Added |
| Keel Point, LLC | 8,571 | $608.4K | 0.05% | +1,396+19.5% | Added |
| WSFS Capital Management, LLC | 8,557 | $607.5K | 0.04% | −2,794−24.6% | Reduced |
| SlateStone Wealth, LLC | 8,532 | $606.0K | 0.06% | +3,930+85.4% | Added |