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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 6,838 | $485.4K | 0.04% | +1,109+19.4% | Added |
| North Star Investment Management Corp. | 6,820 | $484.2K | 0.04% | −255−3.6% | Reduced |
| MONECO Advisors, LLC | 6,813 | $483.6K | 0.05% | +147+2.2% | Added |
| Bridgewater Advisors Inc. | 6,980 | $480.8K | 0.04% | +6,980 | New |
| Callan Capital, LLC | 6,747 | $479.0K | 0.04% | +502+8.0% | Added |
| MFA Wealth Services | 6,742 | $478.6K | 0.39% | +217+3.3% | Added |
| Unified Investment Management | 6,722 | $477.2K | 0.56% | −2,619−28.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,686 | $474.6K | 0.01% | +3,707+124.4% | Added |
| Insight Advisors, LLC | 6,670 | $473.5K | 0.08% | +345+5.5% | Added |
| Shepherd Financial Partners LLC | 6,665 | $473.2K | 0.06% | −240−3.5% | Reduced |
| Prossimo Advisors, LLC | 6,660 | $473.0K | 0.36% | +73+1.1% | Added |
| Texas Bank & Trust Co | 6,658 | $472.7K | 0.20% | +3,470+108.8% | Added |
| SRS Capital Advisors, Inc. | 6,632 | $470.8K | 0.03% | −5,746−46.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 6,623 | $470.1K | 0.57% | +6,623 | New |
| Marino, Stram & Associates LLC | 6,618 | $469.8K | 0.10% | −10−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 6,610 | $469.2K | 0.14% | +109+1.7% | Added |
| Washington Capital Management Inc | 6,600 | $468.5K | 0.38% | −185−2.7% | Reduced |
| Stablepoint Partners, LLC | 6,600 | $468.5K | 0.08% | −77−1.2% | Reduced |
| Bluefin Capital Management, LLC | 6,600 | $468.5K | 0.38% | +6,600 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,600 | $468.5K | 0.22% | +6,600 | New |
| Heartland Bank & Trust Co | 6,558 | $465.6K | 0.24% | +6,558 | New |
| Essex Savings Bank | 6,528 | $463.4K | 0.11% | +1,756+36.8% | Added |
| TTP Investments, Inc. | 6,492 | $460.9K | 0.19% | +277+4.5% | Added |
| TrueWealth Advisors, LLC | 6,487 | $460.5K | 0.15% | +502+8.4% | Added |
| Silver Oak Securities, Inc | 6,536 | $459.7K | 0.04% | +121+1.9% | Added |
| One Wealth Advisors, LLC | 6,456 | $458.3K | 0.07% | −898−12.2% | Reduced |
| Harvest Fund Management Co., Ltd | 6,432 | $457.0K | 0.02% | −3,230−33.4% | Reduced |
| Elmwood Wealth Management, Inc. | 6,400 | $454.3K | 0.19% | −100−1.5% | Reduced |
| FIL Ltd | 6,395 | $454.0K | 0.00% | −941−12.8% | Reduced |
| Morningstar Investment Services LLC | 6,337 | $450.0K | 0.08% | −5,450−46.2% | Reduced |
| Certified Advisory Corp | 6,325 | $449.0K | 0.05% | −364−5.4% | Reduced |
| Cim Investment Mangement Inc | 6,318 | $448.5K | 0.10% | −6−0.1% | Reduced |
| Titleist Asset Management, LLC | 6,282 | $446.0K | 0.05% | −1,301−17.2% | Reduced |
| Stock Yards Bank & Trust Co | 6,270 | $445.1K | 0.02% | −6−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 6,237 | $442.8K | 0.16% | +311+5.2% | Added |
| Mather Group, LLC. | 6,218 | $441.4K | 0.01% | +1,450+30.4% | Added |
| Gries Financial LLC | 6,213 | $441.1K | 0.09% | +228+3.8% | Added |
| Bard Financial Services, Inc. | 6,195 | $439.8K | 0.05% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 6,190 | $439.4K | 0.05% | +6,190 | New |
| First Citizens Bank & Trust Co | 6,189 | $439.4K | 0.01% | +1,036+20.1% | Added |
| Bokf, NA | 6,185 | $439.1K | 0.01% | −113−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 6,174 | $438.3K | 0.01% | +2,434+65.1% | Added |
| Altfest L J & Co Inc | 6,161 | $437.4K | 0.05% | −28−0.5% | Reduced |
| FourThought Financial Partners, LLC | 6,133 | $435.4K | 0.05% | −77−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 6,092 | $432.4K | 0.04% | +366+6.4% | Added |
| NTV Asset Management LLC | 6,092 | $432.4K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,080 | $431.6K | 0.07% | +579+10.5% | Added |
| Transamerica Financial Advisors, Inc. | 6,066 | $431.0K | 0.04% | −871−12.6% | Reduced |
| Continuum Advisory, LLC | 6,070 | $430.9K | 0.06% | −449−6.9% | Reduced |
| Montecito Bank & Trust | 6,067 | $430.7K | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,063 | $430.4K | 0.36% | −27−0.4% | Reduced |
| Hancock Whitney Corp | 6,024 | $427.6K | 0.01% | +683+12.8% | Added |
| Cladis Investment Advisory, LLC | 6,011 | $426.7K | 0.31% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,002 | $426.1K | 0.08% | +10+0.2% | Added |
| Magnus Financial Group LLC | 5,996 | $425.7K | 0.04% | −447−6.9% | Reduced |
| Rakuten Securities, Inc. | 5,991 | $425.3K | 0.21% | +38+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,964 | $423.0K | 0.01% | +1,316+28.3% | Added |
| Tyche Wealth Partners LLC | 5,958 | $422.9K | 0.09% | +1,400+30.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,953 | $422.7K | 0.07% | +1,477+33.0% | Added |
| NBT Bank N A | 5,940 | $421.7K | 0.03% | −27−0.5% | Reduced |
| Cromwell Holdings LLC | 5,927 | $420.8K | 0.27% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 5,900 | $418.8K | 0.21% | 00.0% | Unchanged |
| Aviso Wealth Management | 5,894 | $418.4K | 0.22% | −210−3.4% | Reduced |
| AlTi Global, Inc. | 5,876 | $417.1K | 0.01% | +2,121+56.5% | Added |
| Quotient Wealth Partners, LLC | 5,859 | $415.9K | 0.01% | +339+6.1% | Added |
| Harbour Investments, Inc. | 5,852 | $415.5K | 0.01% | +188+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,823 | $413.4K | 0.01% | −126−2.1% | Reduced |
| MSH Capital Advisors LLC | 5,797 | $411.5K | 0.13% | −60−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,791 | $411.1K | 0.06% | +176+3.1% | Added |
| Worth Asset Management, LLC | 5,754 | $408.5K | 0.22% | +5,754 | New |
| Greykasell Wealth Strategies, Inc. | 5,735 | $407.2K | 0.22% | +10.0% | Added |
| Main Street Research LLC | 5,730 | $406.8K | 0.03% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,713 | $405.6K | 0.08% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5,705 | $405.0K | 0.09% | +5,705 | New |
| Perennial Investment Advisors, LLC | 5,696 | $404.4K | 0.05% | +32+0.6% | Added |
| Kestra Investment Management, LLC | 5,678 | $403.1K | 0.01% | +3,125+122.4% | Added |
| Gables Capital Management Inc. | 5,675 | $402.9K | 0.20% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,675 | $402.9K | 0.37% | −145−2.5% | Reduced |
| Novare Capital Management LLC | 5,651 | $401.1K | 0.04% | +5,651 | New |
| VisionPoint Advisory Group, LLC | 5,582 | $396.3K | 0.14% | +483+9.5% | Added |
| Alta Wealth Advisors LLC | 5,581 | $396.2K | 0.18% | +5,581 | New |
| SJS Investment Consulting Inc. | 5,564 | $395.0K | 0.07% | +38+0.7% | Added |
| Becker Capital Management Inc | 5,562 | $394.8K | 0.01% | −325−5.5% | Reduced |
| Ethos Financial Group, LLC | 5,583 | $393.0K | 0.04% | +76+1.4% | Added |
| Quent Capital, LLC | 5,535 | $392.9K | 0.04% | −161−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,530 | $392.6K | 0.06% | +424+8.3% | Added |
| Leigh Baldwin & Co., LLC | 5,523 | $392.1K | 0.32% | +85+1.6% | Added |
| Joel Isaacson & Co., LLC | 5,521 | $391.9K | 0.02% | +1,912+53.0% | Added |
| Twin Focus Capital Partners, LLC | 5,508 | $391.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,485 | $389.4K | 0.07% | +3,144+134.3% | Added |
| Marcum Wealth, LLC | 5,483 | $389.2K | 0.03% | +403+7.9% | Added |
| Gateway Investment Advisers LLC | 5,469 | $388.2K | 0.00% | −284−4.9% | Reduced |
| Silverlake Wealth Management LLC | 5,466 | $388.0K | 0.15% | −1,654−23.2% | Reduced |
| Counterpoint Mutual Funds LLC | 5,459 | $387.5K | 0.06% | +5,459 | New |
| Richard P Slaughter Associates Inc | 5,457 | $387.4K | 0.09% | −30,570−84.9% | Reduced |
| Calton & Associates, Inc. | 5,440 | $386.2K | 0.09% | +798+17.2% | Added |
| Cassaday & Co Wealth Management LLC | 5,436 | $385.9K | 0.01% | +75+1.4% | Added |
| Net Worth Advisory Group | 5,416 | $384.5K | 0.12% | +2,159+66.3% | Added |
| Dynamic Advisor Solutions LLC | 5,410 | $384.1K | 0.01% | +58+1.1% | Added |
| May Hill Capital, LLC | 5,394 | $382.9K | 0.14% | −220−3.9% | Reduced |