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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 8,500 | $603.4K | 0.03% | +385+4.7% | Added |
| GTS Securities LLC | 8,491 | $602.8K | 0.03% | −7,915−48.2% | Reduced |
| Adirondack Trust Co | 8,482 | $602.1K | 0.24% | −146−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 8,788 | $601.4K | 0.06% | −1,144−11.5% | Reduced |
| Mount Vernon Associates Inc | 8,470 | $601.0K | 0.49% | −300−3.4% | Reduced |
| Claro Advisors LLC | 8,383 | $595.1K | 0.08% | −175−2.0% | Reduced |
| Bank of Hawaii | 8,358 | $593.3K | 0.03% | +8,358 | New |
| Flagship Harbor Advisors, LLC | 8,351 | $592.8K | 0.03% | −87−1.0% | Reduced |
| Severin Investments, LLC | 8,336 | $591.8K | 0.59% | +4,201+101.6% | Added |
| Marest Capital, LLC | 8,326 | $591.1K | 0.49% | +753+9.9% | Added |
| Transce3nd, LLC | 8,335 | $590.6K | 0.26% | −620−6.9% | Reduced |
| National Wealth Management Group, LLC | 8,310 | $589.9K | 0.39% | +8,310 | New |
| GeoWealth Management, LLC | 8,307 | $589.7K | 0.02% | −3,031−26.7% | Reduced |
| First National Bank | 8,275 | $587.4K | 0.38% | +189+2.3% | Added |
| Sym Financial Corp | 8,241 | $585.0K | 0.07% | +1,098+15.4% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $584.6K | 0.12% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,204 | $582.4K | 0.08% | +950+13.1% | Added |
| Perritt Capital Management Inc | 8,197 | $582.0K | 0.32% | −935−10.2% | Reduced |
| Alteri Wealth LLC | 8,158 | $579.1K | 0.25% | +133+1.7% | Added |
| Sivia Capital Partners, LLC | 8,136 | $577.6K | 0.27% | +4,904+151.7% | Added |
| Ofc Financial Planning, LLC | 8,136 | $577.6K | 0.65% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,130 | $577.2K | 0.28% | −1,099−11.9% | Reduced |
| First PREMIER Bank | 8,141 | $577.0K | 0.15% | −194−2.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,098 | $574.9K | 0.16% | −92−1.1% | Reduced |
| Asset Planning,Inc | 8,070 | $572.9K | 0.45% | +8,070 | New |
| Intrua Financial, LLC | 8,068 | $572.7K | 0.09% | −9,534−54.2% | Reduced |
| Deseret Mutual Benefit Administrators | 8,066 | $572.6K | 0.28% | −781−8.8% | Reduced |
| Fortis Advisors, LLC | 8,048 | $571.3K | 0.37% | +548+7.3% | Added |
| Humankind Investments LLC | 8,036 | $570.5K | 0.15% | −1,210−13.1% | Reduced |
| Spire Wealth Management | 8,027 | $569.9K | 0.02% | −2,953−26.9% | Reduced |
| Affinity Investment Advisors, LLC | 8,016 | $569.1K | 0.46% | −2,255−22.0% | Reduced |
| Choate Investment Advisors | 7,986 | $566.9K | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 7,966 | $565.5K | 0.09% | +523+7.0% | Added |
| Congress Park Capital LLC | 7,917 | $562.0K | 0.21% | +1,642+26.2% | Added |
| BSW Wealth Partners | 7,870 | $558.7K | 0.08% | −68−0.9% | Reduced |
| Archer Investment Corp | 7,832 | $556.0K | 0.14% | +7,301+1,375.0% | Added |
| GWN Securities Inc. | 7,504 | $555.4K | 0.03% | +7,504 | New |
| US Asset Management LLC | 7,812 | $555.0K | 0.53% | −33−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 7,805 | $554.0K | 0.10% | −496−6.0% | Reduced |
| L2 Asset Management, LLC | 7,801 | $553.8K | 0.11% | +638+8.9% | Added |
| Good Life Advisors, LLC | 7,783 | $552.5K | 0.04% | −5,299−40.5% | Reduced |
| CFO4Life Group, LLC | 7,733 | $549.0K | 0.09% | −20.0% | Reduced |
| Leo Wealth, LLC | 7,730 | $548.8K | 0.08% | −2,272−22.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,725 | $548.4K | 0.28% | −25−0.3% | Reduced |
| Clear Street Markets LLC | 7,700 | $546.6K | 0.38% | −15,400−66.7% | Reduced |
| SummitTX Capital, L.P. | 7,679 | $545.1K | 0.02% | +7,679 | New |
| Nwam LLC | 7,678 | $545.1K | 0.05% | +1,556+25.4% | Added |
| Hickory Point Bank & Trust | 7,658 | $543.6K | 0.48% | −681−8.2% | Reduced |
| Bingham Private Wealth, LLC | 7,655 | $543.4K | 0.56% | +1,059+16.1% | Added |
| Parcion Private Wealth LLC | 7,648 | $542.9K | 0.04% | +3,648+91.2% | Added |
| Simmons Bank | 7,646 | $542.8K | 0.04% | −97−1.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,629 | $541.6K | 0.13% | −12−0.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,617 | $540.7K | 0.13% | −157−2.0% | Reduced |
| Proathlete Wealth Management LLC | 7,576 | $538.8K | 0.20% | +251+3.4% | Added |
| Sound View Wealth Advisors Group, LLC | 7,571 | $537.5K | 0.04% | −91−1.2% | Reduced |
| First City Capital Management, Inc. | 7,565 | $537.0K | 0.32% | +16+0.2% | Added |
| Total Wealth Planning & Management, Inc. | 7,564 | $537.0K | 0.55% | −1,309−14.8% | Reduced |
| Delta Asset Management LLC | 7,548 | $535.8K | 0.05% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,539 | $535.2K | 0.02% | −145−1.9% | Reduced |
| Rehmann Capital Advisory Group | 7,530 | $534.6K | 0.03% | +252+3.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,510 | $533.1K | 0.35% | −1,290−14.7% | Reduced |
| Capital Square, LLC | 7,472 | $530.4K | 0.31% | −49−0.7% | Reduced |
| Journey Strategic Wealth LLC | 7,437 | $527.9K | 0.02% | +397+5.6% | Added |
| Opinicus Capital, Inc. | 7,413 | $526.3K | 0.47% | −190−2.5% | Reduced |
| Aprio Wealth Management, LLC | 7,411 | $526.1K | 0.07% | +2,475+50.1% | Added |
| Avidian Wealth Solutions, LLC | 7,406 | $525.7K | 0.02% | +821+12.5% | Added |
| DMG Group, LLC | 7,350 | $521.8K | 0.43% | −7,743−51.3% | Reduced |
| ASB Consultores, LLC | 7,327 | $520.1K | 0.34% | +1,632+28.7% | Added |
| CVA Family Office, LLC | 7,325 | $520.0K | 0.08% | −67−0.9% | Reduced |
| Beta Wealth Group, Inc. | 7,322 | $519.8K | 0.19% | −1,401−16.1% | Reduced |
| Wallace Advisory Group, LLC | 7,309 | $514.5K | 0.36% | −112−1.5% | Reduced |
| MCF Advisors LLC | 7,220 | $512.6K | 0.04% | −407−5.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,204 | $511.4K | 0.15% | +21+0.3% | Added |
| Integrity Financial Corp | 7,203 | $511.3K | 0.29% | +71+1.0% | Added |
| Maridea Wealth Management LLC | 7,187 | $510.2K | 0.17% | +7,187 | New |
| Shell Asset Management Co | 7,164 | $509.0K | 0.02% | +1,155+19.2% | Added |
| Wall Street Access Asset Management, LLC | 7,132 | $506.3K | 0.20% | −25−0.3% | Reduced |
| Founders Financial Alliance, LLC | 7,116 | $505.2K | 0.12% | +987+16.1% | Added |
| Kaufman Rossin Wealth, LLC | 7,111 | $504.8K | 0.36% | +7,111 | New |
| Elkhorn Partners Limited Partnership | 7,100 | $504.0K | 0.33% | +100+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 7,089 | $503.2K | 0.01% | +928+15.1% | Added |
| TFR Capital, LLC. | 7,083 | $502.8K | 0.21% | +4,199+145.6% | Added |
| Exencial Wealth Advisors, LLC | 7,045 | $500.1K | 0.02% | +102+1.5% | Added |
| Maven Securities LTD | 7,044 | $500.1K | 0.11% | +7,044 | New |
| Watts Gwilliam & Co., LLC | 7,013 | $497.8K | 0.11% | −322−4.4% | Reduced |
| West Family Investments, Inc. | 7,010 | $497.6K | 0.19% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,007 | $497.4K | 0.17% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 6,982 | $495.7K | 0.06% | +247+3.7% | Added |
| Wealth Management Associates, Inc. | 6,952 | $493.5K | 0.21% | −465−6.3% | Reduced |
| Modera Wealth Management, LLC | 6,932 | $492.1K | 0.01% | −701−9.2% | Reduced |
| Intrinsic Value Partners, LLC | 6,906 | $490.3K | 0.48% | −7,619−52.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,902 | $490.0K | 0.03% | +142+2.1% | Added |
| Stableford Capital II LLC | 7,733 | $489.1K | 0.21% | +7,733 | New |
| Colonial Trust Co | 6,885 | $488.7K | 0.08% | −1,290−15.8% | Reduced |
| Childress Capital Advisors, LLC | 6,877 | $488.2K | 0.14% | +1,873+37.4% | Added |
| Cowa, LLC | 6,875 | $488.1K | 0.21% | +865+14.4% | Added |
| Balanced Rock Investment Advisor | 6,869 | $487.6K | 0.39% | −233−3.3% | Reduced |
| Next Level Private LLC | 6,854 | $486.6K | 0.18% | +8+0.1% | Added |
| Kovack Advisors, Inc. | 6,849 | $486.2K | 0.05% | +240+3.6% | Added |
| Burke & Herbert Bank & Trust Co | 6,840 | $485.6K | 0.12% | −20−0.3% | Reduced |