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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 4,272 | $303.0K | 0.02% | −5−0.1% | Reduced |
| Proficio Capital Partners LLC | 4,263 | $302.6K | 0.02% | +372+9.6% | Added |
| Applied Capital LLC | 4,254 | $302.0K | 0.24% | −50−1.2% | Reduced |
| Waterloo Capital, L.P. | 4,248 | $301.6K | 0.03% | +1,085+34.3% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $300.9K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,228 | $300.0K | 0.03% | +857+25.4% | Added |
| Vicus Capital | 4,222 | $299.7K | 0.03% | −98−2.3% | Reduced |
| BancorpSouth Bank | 4,219 | $299.5K | 0.02% | +57+1.4% | Added |
| Wesbanco Bank Inc | 4,218 | $299.4K | 0.01% | −246−5.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 4,217 | $299.4K | 0.07% | −330−7.3% | Reduced |
| SCS Capital Management LLC | 4,209 | $298.8K | 0.00% | +4,209 | New |
| JBGlobal.com LLC | 4,197 | $298.0K | 0.31% | +52+1.3% | Added |
| DRW Securities, LLC | 4,182 | $296.9K | 0.03% | −12,810−75.4% | Reduced |
| Northwest Bancshares, Inc. | 4,144 | $294.2K | 0.05% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 4,126 | $293.0K | 0.00% | −1,503−26.7% | Reduced |
| Bluesphere Advisors, LLC | 4,125 | $292.8K | 0.17% | −28−0.7% | Reduced |
| Navis Wealth Advisors, LLC | 4,100 | $291.1K | 0.29% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,100 | $291.1K | 0.01% | +4,100 | New |
| Capital Advisors Inc | 4,086 | $290.1K | 0.01% | +315+8.4% | Added |
| GSB Wealth Management, LLC | 4,080 | $289.6K | 0.08% | +1,155+39.5% | Added |
| Ariadne Wealth Management, LP | 3,996 | $287.8K | 0.15% | +375+10.4% | Added |
| Aspen Investment Management Inc | 4,039 | $287.0K | 0.13% | +1,150+39.8% | Added |
| Apexium Financial, LP | 4,036 | $286.5K | 0.02% | +475+13.3% | Added |
| Associated Banc-Corp | 4,031 | $286.2K | 0.01% | −93−2.3% | Reduced |
| Glen Eagle Advisors, LLC | 4,029 | $286.0K | 0.05% | −385−8.7% | Reduced |
| VestGen Advisors, LLC | 4,027 | $285.9K | 0.01% | +4,027 | New |
| Rosenberg Matthew Hamilton | 4,025 | $285.7K | 0.07% | 00.0% | Unchanged |
| IFC Advisors LLC | 4,020 | $285.4K | 0.06% | −96−2.3% | Reduced |
| Kennedy Investment Group | 4,014 | $285.0K | 0.13% | +4,014 | New |
| First Foundation Advisors | 4,008 | $284.5K | 0.01% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,007 | $284.5K | 0.01% | −65−1.6% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $284.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 3,992 | $283.4K | 0.10% | −588−12.8% | Reduced |
| Bahl & Gaynor Inc | 3,990 | $283.3K | 0.00% | +425+11.9% | Added |
| Lake Street Financial LLC | 3,969 | $281.8K | 0.05% | +141+3.7% | Added |
| Seven Mile Advisory | 3,967 | $281.6K | 0.19% | +126+3.3% | Added |
| Tamar Securities, LLC | 3,964 | $281.4K | 0.04% | +14+0.4% | Added |
| Westover Capital Advisors, LLC | 3,962 | $281.3K | 0.06% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,957 | $280.9K | 0.04% | −21,668−84.6% | Reduced |
| Neville Rodie & Shaw Inc | 3,876 | $275.0K | 0.02% | −20−0.5% | Reduced |
| CFM Wealth Partners LLC | 3,863 | $274.2K | 0.05% | −480−11.1% | Reduced |
| Beaton Management Co. Inc. | 3,866 | $274.0K | 0.14% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,831 | $271.7K | 0.02% | +325+9.3% | Added |
| Key Financial Inc | 3,816 | $270.9K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 3,810 | $270.5K | 0.08% | −120−3.1% | Reduced |
| Intelligence Driven Advisers, LLC | 3,807 | $270.3K | 0.05% | −973−20.4% | Reduced |
| Winthrop Advisory Group LLC | 3,804 | $270.0K | 0.03% | +3+0.1% | Added |
| Anchor Capital Advisors LLC | 3,800 | $269.8K | 0.01% | −985−20.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,779 | $268.3K | 0.08% | +3,779 | New |
| Whitener Capital Management, Inc. | 3,775 | $268.0K | 0.08% | +160+4.4% | Added |
| Regal Investment Advisors LLC | 3,773 | $267.9K | 0.02% | +87+2.4% | Added |
| Addison Capital Co | 3,765 | $267.3K | 0.10% | +719+23.6% | Added |
| Resonant Capital Advisors, LLC | 3,764 | $267.2K | 0.02% | +168+4.7% | Added |
| Rappaport Reiches Capital Management, LLC | 3,753 | $266.5K | 0.07% | +379+11.2% | Added |
| David Loasby | 4,323 | $266.3K | 0.03% | +224+5.5% | Added |
| Advisor OS, LLC | 3,750 | $266.2K | 0.03% | +3,750 | New |
| Legacy Solutions, LLC | 3,744 | $265.8K | 0.29% | +4+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 3,737 | $265.3K | 0.09% | −240−6.0% | Reduced |
| Blue Barn Wealth, LLC | 3,733 | $265.0K | 0.14% | −228−5.8% | Reduced |
| Prentice Wealth Management LLC | 3,730 | $264.8K | 0.08% | −330−8.1% | Reduced |
| Asset Allocation Strategies LLC | 3,725 | $264.5K | 0.07% | +22+0.6% | Added |
| Eads & Heald Wealth Management | 3,723 | $264.0K | 0.13% | −1,310−26.0% | Reduced |
| Natural Investments, LLC | 3,729 | $264.0K | 0.07% | +192+5.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,705 | $263.0K | 0.10% | −975−20.8% | Reduced |
| Vista Wealth Management Group, LLC | 3,704 | $262.9K | 0.02% | +87+2.4% | Added |
| Pacific Center for Financial Services | 3,695 | $262.3K | 0.07% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,691 | $262.0K | 0.09% | +75+2.1% | Added |
| Wayfinding Financial, LLC | 3,696 | $262.0K | 0.11% | +137+3.8% | Added |
| Pine Valley Investments Ltd Liability Co | 3,680 | $261.2K | 0.02% | +68+1.9% | Added |
| Embree Financial Group | 3,671 | $260.6K | 0.04% | +359+10.8% | Added |
| Kera Capital Partners, Inc. | 3,665 | $260.2K | 0.08% | +313+9.3% | Added |
| Albert D Mason Inc | 3,662 | $260.0K | 0.18% | +702+23.7% | Added |
| Monument Capital Management | 3,653 | $259.3K | 0.08% | −880−19.4% | Reduced |
| Alterna Wealth Management, Inc | 3,645 | $258.8K | 0.20% | +300+9.0% | Added |
| Klingman & Associates, LLC | 3,642 | $258.5K | 0.02% | −237−6.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,642 | $258.5K | 0.00% | +1,485+68.8% | Added |
| Aviance Capital Partners, LLC | 3,633 | $257.9K | 0.04% | +480+15.2% | Added |
| United Community Bank | 3,607 | $256.1K | 0.10% | +187+5.5% | Added |
| Signal Advisors Wealth, LLC | 3,601 | $255.6K | 0.02% | +3,601 | New |
| Lifestyle Asset Management, Inc. | 3,580 | $254.1K | 0.14% | −264−6.9% | Reduced |
| Shoker Investment Counsel, Inc. | 3,563 | $253.0K | 0.09% | +21+0.6% | Added |
| Allied Investment Advisors, LLC | 3,552 | $252.2K | 0.05% | −15−0.4% | Reduced |
| Waverton Investment Management Ltd | 3,550 | $252.1K | 0.00% | −28,850−89.0% | Reduced |
| Second Line Capital, LLC | 3,548 | $251.8K | 0.06% | +699+24.5% | Added |
| Garrison Point Advisors, LLC | 3,515 | $249.6K | 0.12% | −150−4.1% | Reduced |
| Sterling Investment Counsel, LLC | 3,512 | $249.3K | 0.09% | +379+12.1% | Added |
| Sava Infond d.o.o. | 3,500 | $248.5K | 0.05% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 3,500 | $248.5K | 0.48% | +3,500 | New |
| Madison Asset Management, LLC | 3,500 | $248.5K | 0.00% | +3,500 | New |
| Wealth Management Partners, LLC | 3,486 | $247.5K | 0.11% | −983−22.0% | Reduced |
| Consolidated Portfolio Review Corp | 3,485 | $247.4K | 0.04% | +3,485 | New |
| MBL Wealth, LLC | 3,481 | $247.1K | 0.03% | +3,481 | New |
| Orca Investment Management, LLC | 3,472 | $246.5K | 0.25% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 3,458 | $245.9K | 0.07% | +3,458 | New |
| McGlone Suttner Wealth Management, Inc. | 3,463 | $245.9K | 0.04% | +457+15.2% | Added |
| Sonora Investment Management Group, LLC | 3,440 | $244.2K | 0.02% | +10.0% | Added |
| Grant Private Wealth Management Inc | 3,430 | $243.5K | 0.26% | +3,430 | New |
| Allen Capital Group, LLC | 3,403 | $241.6K | 0.03% | −59−1.7% | Reduced |
| Blackhawk Capital Partners LLC. | 3,399 | $241.3K | 0.12% | −30−0.9% | Reduced |
| Financial Counselors Inc | 3,397 | $241.2K | 0.00% | +108+3.3% | Added |