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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 5,362 | $380.6K | 0.06% | +99+1.9% | Added |
| Juncture Wealth Strategies, LLC | 5,324 | $378.0K | 0.15% | +326+6.5% | Added |
| Wellington Shields Capital Management, LLC | 5,316 | $377.4K | 0.07% | −1,883−26.2% | Reduced |
| Zullo Investment Group, Inc. | 5,309 | $376.9K | 0.16% | +214+4.2% | Added |
| CoreCap Advisors, LLC | 5,307 | $376.7K | 0.02% | −253−4.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,278 | $374.7K | 0.15% | +20+0.4% | Added |
| Catalyst Financial Partners LLC | 5,270 | $374.1K | 0.07% | −36−0.7% | Reduced |
| Westbourne Investments, Inc. | 5,267 | $373.9K | 0.23% | +5,267 | New |
| First Nebraska Trust Co | 5,239 | $371.9K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,233 | $371.5K | 0.04% | −7,401−58.6% | Reduced |
| Flputnam Investment Management Co | 5,226 | $371.0K | 0.01% | −30−0.6% | Reduced |
| Gryphon Financial Partners LLC | 5,198 | $369.0K | 0.05% | +846+19.4% | Added |
| Aurora Private Wealth, Inc. | 5,195 | $369.0K | 0.29% | −263−4.8% | Reduced |
| Bradley Foster & Sargent Inc | 5,174 | $367.3K | 0.01% | +1,225+31.0% | Added |
| LexAurum Advisors, LLC | 5,174 | $367.3K | 0.07% | −1,110−17.7% | Reduced |
| Zions Bancorporation, National Association | 5,167 | $366.8K | 0.02% | +5,167 | New |
| Everpar Advisors LLC | 5,164 | $366.6K | 0.19% | −673−11.5% | Reduced |
| Ridgewood Investments LLC | 5,146 | $365.3K | 0.17% | −101−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 5,145 | $365.2K | 0.06% | +1,698+49.3% | Added |
| SOL Capital Management CO | 5,130 | $364.0K | 0.04% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 5,127 | $364.0K | 0.17% | +678+15.2% | Added |
| Angeles Wealth Management, LLC | 5,104 | $362.3K | 0.03% | +419+8.9% | Added |
| Atalanta Sosnoff Capital, LLC | 5,100 | $362.0K | 0.01% | −20,000−79.7% | Reduced |
| Agf Management Ltd | 5,091 | $361.4K | 0.00% | +5,091 | New |
| ExodusPoint Capital Management, LP | 5,089 | $361.0K | 0.00% | −1,632,085−99.7% | Reduced |
| Sentry Investment Management LLC | 6,093 | $359.0K | 0.24% | +6,093 | New |
| Chapin Davis, Inc. | 5,057 | $359.0K | 0.12% | −172−3.3% | Reduced |
| Onefund, LLC | 5,055 | $358.9K | 0.37% | +4+0.1% | Added |
| Greenfield Savings Bank | 5,053 | $358.7K | 0.18% | −377−6.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,037 | $357.6K | 0.14% | −311−5.8% | Reduced |
| Advisory Alpha, LLC | 5,025 | $356.7K | 0.01% | +482+10.6% | Added |
| Delta Financial Group, Inc. | 4,804 | $356.0K | 0.08% | −49−1.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $354.9K | 0.06% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,000 | $354.9K | 0.16% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,994 | $354.5K | 0.07% | +81+1.6% | Added |
| Nicholas Hoffman & Company, LLC. | 4,986 | $354.0K | 0.01% | +4,986 | New |
| Ambassador Advisors, LLC | 4,940 | $350.7K | 0.06% | −23−0.5% | Reduced |
| Smith Thornton Advisors LLC | 4,928 | $349.8K | 0.22% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,922 | $349.4K | 0.12% | +72+1.5% | Added |
| JFS Wealth Advisors, LLC | 4,910 | $348.6K | 0.02% | +348+7.6% | Added |
| Sightline Wealth Advisors, LLC | 4,906 | $348.3K | 0.18% | +29+0.6% | Added |
| Oldfield Partners LLP | 4,900 | $347.9K | 0.10% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 4,873 | $345.9K | 0.12% | −63−1.3% | Reduced |
| E Fund Management Co., Ltd. | 4,863 | $345.2K | 0.02% | +277+6.0% | Added |
| Mission Wealth Management, LP | 4,844 | $343.9K | 0.01% | −556−10.3% | Reduced |
| Principal Street Partners, LLC | 4,841 | $343.7K | 0.06% | +79+1.7% | Added |
| Corecam Pte. Ltd. | 4,840 | $343.6K | 0.19% | +4,840 | New |
| North Star Asset Management Inc | 4,832 | $343.0K | 0.02% | +1,134+30.7% | Added |
| Richwood Investment Advisors, LLC | 4,817 | $342.0K | 0.29% | +585+13.8% | Added |
| Flynn Zito Capital Management, LLC | 4,808 | $341.3K | 0.16% | −205−4.1% | Reduced |
| Coastal Investment Advisors, Inc. | 4,796 | $340.5K | 0.16% | −632−11.6% | Reduced |
| SevenBridge Financial Group, LLC | 4,543 | $340.3K | 0.07% | −1,681−27.0% | Reduced |
| PSI Advisors, LLC | 4,780 | $339.3K | 0.11% | −13,327−73.6% | Reduced |
| Old North State Trust, LLC | 4,794 | $337.0K | 0.21% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,754 | $337.0K | 0.14% | +4,754 | New |
| Avaii Wealth Management, LLC | 4,741 | $336.5K | 0.18% | +529+12.6% | Added |
| Pines Wealth Management, LLC | 5,676 | $333.6K | 0.15% | −109−1.9% | Reduced |
| Guardian Wealth Advisors, LLC | 4,691 | $333.0K | 0.03% | +1,012+27.5% | Added |
| Chemistry Wealth Management LLC | 4,651 | $330.1K | 0.08% | +6+0.1% | Added |
| Birch Financial Group, LLC | 4,648 | $330.0K | 0.29% | +32+0.7% | Added |
| Pointe Capital Management LLC | 4,618 | $327.8K | 0.19% | −400−8.0% | Reduced |
| TBH Global Asset Management, LLC | 4,608 | $327.1K | 0.06% | +369+8.7% | Added |
| Gradient Investments LLC | 4,605 | $326.9K | 0.01% | −926−16.7% | Reduced |
| Alerus Financial NA | 4,601 | $326.6K | 0.03% | −582−11.2% | Reduced |
| EPG Wealth Management LLC | 4,586 | $325.6K | 0.09% | −185−3.9% | Reduced |
| MBB Public Markets I LLC | 4,558 | $323.6K | 0.04% | +4,558 | New |
| Bay Capital Advisors, LLC | 4,555 | $323.4K | 0.27% | −130−2.8% | Reduced |
| Goldstein Advisors, LLC | 4,553 | $323.2K | 0.05% | +4,553 | New |
| Tradewinds, LLC. | 4,539 | $322.2K | 0.09% | +14+0.3% | Added |
| Optas, LLC | 4,531 | $321.7K | 0.06% | +245+5.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,568 | $321.3K | 0.05% | +456+11.1% | Added |
| Tyler-Stone Wealth Management | 4,520 | $320.9K | 0.06% | +4,520 | New |
| First Heartland Consultants, Inc. | 4,502 | $319.6K | 0.03% | +4,502 | New |
| Gs Investments, Inc. | 4,499 | $319.4K | 0.15% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,501 | $319.2K | 0.00% | −325−6.7% | Reduced |
| Pingora Partners LLC | 4,495 | $319.1K | 0.24% | −300−6.3% | Reduced |
| O'Rourke & Company, Inc | 4,490 | $318.8K | 0.16% | +5+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 4,489 | $318.6K | 0.01% | +493+12.3% | Added |
| Keebeck Alpha, LP | 4,472 | $317.5K | 0.37% | +4,472 | New |
| Confluence Wealth Services, Inc. | 4,758 | $315.5K | 0.02% | −293−5.8% | Reduced |
| Tarbox Family Office, Inc. | 4,443 | $315.4K | 0.05% | −22−0.5% | Reduced |
| Alpha Family Trust | 4,430 | $314.5K | 0.18% | +1,330+42.9% | Added |
| McAdam, LLC | 4,427 | $314.3K | 0.02% | +719+19.4% | Added |
| Kentucky Trust Co | 4,419 | $313.7K | 0.19% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,418 | $313.6K | 0.07% | −44−1.0% | Reduced |
| Brass Tax Wealth Management, Inc | 4,408 | $312.9K | 0.07% | −33−0.7% | Reduced |
| Tritonpoint Wealth, LLC | 4,393 | $311.8K | 0.03% | +1,483+51.0% | Added |
| Napatree Capital LLC | 4,388 | $311.5K | 0.18% | +597+15.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $310.9K | 0.13% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,378 | $310.8K | 0.01% | −285−6.1% | Reduced |
| Voya Financial Advisors, Inc. | 4,404 | $309.7K | 0.03% | −458−9.4% | Reduced |
| Beaumont Financial Advisors, LLC | 4,360 | $309.5K | 0.02% | +597+15.9% | Added |
| Ronald Blue Trust, Inc. | 4,341 | $308.2K | 0.00% | +320+8.0% | Added |
| Beirne Wealth Consulting Services, LLC | 4,339 | $308.0K | 0.11% | +4,339 | New |
| Patten Group, Inc. | 4,334 | $307.7K | 0.07% | +1,353+45.4% | Added |
| Evoke Wealth, LLC | 4,328 | $307.2K | 0.01% | +1,116+34.7% | Added |
| Global Assets Advisory, LLC | 4,756 | $306.7K | 0.06% | +4,756 | New |
| X-Square Capital, LLC | 4,308 | $306.0K | 0.13% | +10.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,300 | $305.3K | 0.12% | +138+3.3% | Added |
| William B. Walkup & Associates, Inc. | 4,285 | $304.2K | 0.19% | +250+6.2% | Added |