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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 3,396 | $241.1K | 0.01% | +388+12.9% | Added |
| Carl P. Sherr & Co., LLC | 3,377 | $239.7K | 0.13% | −175−4.9% | Reduced |
| Nemes Rush Group LLC | 3,372 | $239.4K | 0.03% | −189−5.3% | Reduced |
| ABLE Financial Group, LLC | 3,369 | $239.2K | 0.07% | +3,369 | New |
| Riversedge Advisors, LLC | 3,362 | $238.7K | 0.05% | +3,362 | New |
| Avantax Planning Partners, Inc. | 3,360 | $238.5K | 0.01% | −494−12.8% | Reduced |
| Audent Global Asset Management, LLC | 3,350 | $237.8K | 0.20% | −14,908−81.7% | Reduced |
| R Squared Ltd | 3,350 | $237.8K | 0.25% | −8,940−72.7% | Reduced |
| Diversified Enterprises, LLC | 3,345 | $237.5K | 0.02% | +3,345 | New |
| Madison Wealth Partners, Inc | 3,339 | $237.0K | 0.06% | −1,699−33.7% | Reduced |
| waypoint wealth counsel | 3,336 | $236.8K | 0.15% | +3,336 | New |
| Yoffe Investment Management, LLC | 3,334 | $236.7K | 0.35% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,334 | $236.7K | 0.01% | +48+1.5% | Added |
| Corundum Trust Company, INC | 3,315 | $235.3K | 0.68% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,311 | $235.0K | 0.03% | −145−4.2% | Reduced |
| Millennium Capital Advisors, LLC | 3,306 | $234.7K | 0.17% | +5+0.2% | Added |
| Caldwell Trust Co | 3,302 | $234.4K | 0.03% | +294+9.8% | Added |
| Keeley-Teton Advisors, LLC | 3,300 | $234.3K | 0.03% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 3,300 | $234.2K | 0.02% | +3,300 | New |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $233.8K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,287 | $233.3K | 0.01% | +870+36.0% | Added |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $232.8K | 0.18% | +155+5.0% | Added |
| Rothschild Investment LLC | 3,270 | $232.1K | 0.02% | −54−1.6% | Reduced |
| New Covenant Trust Company, N.A. | 3,288 | $231.2K | 0.24% | −92−2.7% | Reduced |
| NBC Securities, Inc. | 3,247 | $230.0K | 0.02% | +3,244+108,133.3% | Added |
| Simplicity Wealth,LLC | 3,239 | $230.0K | 0.02% | +3,239 | New |
| ELCO Management Co., LLC | 3,234 | $229.6K | 0.13% | −2,500−43.6% | Reduced |
| Aspen Wealth Strategies, LLC | 3,226 | $229.0K | 0.15% | +268+9.1% | Added |
| Sendero Wealth Management, LLC | 3,220 | $228.6K | 0.03% | +223+7.4% | Added |
| Brookwood Investment Group LLC | 3,217 | $228.4K | 0.04% | +3,217 | New |
| Apriem Advisors | 3,206 | $227.6K | 0.03% | +153+5.0% | Added |
| Aire Advisors, LLC | 3,206 | $227.6K | 0.05% | −38−1.2% | Reduced |
| Guyasuta Investment Advisors Inc | 3,205 | $227.5K | 0.01% | −715−18.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,182 | $225.9K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,172 | $225.2K | 0.05% | −206−6.1% | Reduced |
| AllSquare Wealth Management LLC | 3,148 | $223.5K | 0.13% | +400+14.6% | Added |
| Plancorp, LLC | 3,139 | $222.9K | 0.01% | +3,139 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,130 | $222.2K | 0.06% | −431−12.1% | Reduced |
| All Terrain Financial Advisors, LLC | 3,128 | $222.1K | 0.09% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,118 | $221.3K | 0.00% | −20−0.6% | Reduced |
| Evolution Wealth Advisors, LLC | 3,114 | $221.1K | 0.04% | +44+1.4% | Added |
| Legacy Edge Advisors, LLC | 3,107 | $220.6K | 0.03% | 00.0% | Unchanged |
| First National Bank of Omaha | 3,107 | $220.6K | 0.02% | −425−12.0% | Reduced |
| Werba Rubin Papier Wealth Management | 3,104 | $220.4K | 0.05% | −199−6.0% | Reduced |
| Austin Private Wealth, LLC | 3,102 | $220.2K | 0.02% | −43−1.4% | Reduced |
| Peoples Bank | 3,090 | $219.4K | 0.15% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,085 | $219.0K | 0.11% | +3,085 | New |
| Norway Savings Bank | 3,080 | $218.6K | 0.12% | −390−11.2% | Reduced |
| Yoder Wealth Management, Inc. | 3,077 | $218.4K | 0.12% | −6−0.2% | Reduced |
| Raleigh Capital Management Inc. | 3,071 | $218.0K | 0.10% | −608−16.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,064 | $217.5K | 0.06% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,060 | $217.2K | 0.14% | −140−4.4% | Reduced |
| Requisite Capital Management, LLC | 3,036 | $215.5K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,034 | $215.4K | 0.19% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,008 | $213.6K | 0.03% | +3,008 | New |
| Security National Bank | 3,000 | $213.0K | 0.04% | +3,000 | New |
| Ferguson Wellman Capital Management, Inc | 2,991 | $212.3K | 0.00% | +2,991 | New |
| Advyzon Investment Management, LLC | 2,986 | $212.0K | 0.07% | −717−19.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,985 | $211.9K | 0.07% | +25+0.8% | Added |
| Grove Bank & Trust | 2,979 | $211.5K | 0.03% | −21−0.7% | Reduced |
| FLC Capital Advisors | 2,979 | $211.4K | 0.05% | +2,979 | New |
| Successful Portfolios LLC | 2,967 | $210.6K | 0.14% | +10.0% | Added |
| BIP Wealth, LLC | 2,965 | $210.5K | 0.01% | +2,965 | New |
| RKL Wealth Management LLC | 2,962 | $210.3K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,958 | $210.0K | 0.03% | +7+0.2% | Added |
| IVC Wealth Advisors LLC | 2,954 | $209.7K | 0.11% | −402−12.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,951 | $209.5K | 0.01% | +2,951 | New |
| Octavia Wealth Advisors, LLC | 2,947 | $209.2K | 0.03% | +2,947 | New |
| Camelot Portfolios, LLC | 2,942 | $208.8K | 0.13% | +4+0.1% | Added |
| Chicago Capital, LLC | 2,939 | $208.6K | 0.01% | −1,500−33.8% | Reduced |
| Caisse des Depots Et Consignations | 2,936 | $208.4K | 0.01% | −5,087−63.4% | Reduced |
| Wealth Quarterback LLC | 2,934 | $208.3K | 0.12% | −286−8.9% | Reduced |
| Pavion Blue Capital, LLC | 2,934 | $208.3K | 0.10% | +10.0% | Added |
| Keystone Financial Group | 2,933 | $208.2K | 0.02% | −1,715−36.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,927 | $207.8K | 0.02% | +834+39.8% | Added |
| MJP Associates Inc | 2,925 | $207.7K | 0.04% | +2,925 | New |
| First National Corp | 2,924 | $207.6K | 0.05% | +2,924 | New |
| Traphagen Investment Advisors LLC | 2,908 | $206.4K | 0.02% | +2,908 | New |
| Silvant Capital Management LLC | 2,906 | $206.3K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,904 | $206.1K | 0.04% | −554−16.0% | Reduced |
| Lantz Financial LLC | 2,892 | $205.3K | 0.06% | +42+1.5% | Added |
| WealthTrust Axiom LLC | 2,891 | $205.2K | 0.06% | +2,891 | New |
| Home Federal Bank of Tennessee | 2,889 | $205.1K | 0.06% | 00.0% | Unchanged |
| GK Wealth Management LLC | 2,883 | $204.7K | 0.26% | −584−16.8% | Reduced |
| Donaldson Capital Management, LLC | 2,874 | $204.0K | 0.01% | +2,874 | New |
| Gitterman Wealth Management, LLC | 2,869 | $203.9K | 0.05% | +2,869 | New |
| D.B. Root & Company, LLC | 2,855 | $202.7K | 0.07% | +2,855 | New |
| Davis R M Inc | 2,852 | $202.5K | 0.00% | +2,852 | New |
| Golden State Wealth Management, LLC | 2,849 | $202.3K | 0.03% | −36−1.2% | Reduced |
| Balboa Wealth Partners | 2,838 | $201.5K | 0.05% | −788−21.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,832 | $201.1K | 0.25% | +2,832 | New |
| Hamilton Capital, LLC | 2,820 | $200.2K | 0.01% | +2,820 | New |
| Oakworth Capital, Inc. | 2,807 | $199.3K | 0.01% | +115+4.3% | Added |
| Cheviot Value Management, LLC | 2,783 | $195.5K | 0.02% | +2,783 | New |
| Duncker Streett & Co Inc | 2,719 | $193.0K | 0.04% | 00.0% | Unchanged |
| Copia Wealth Management | 2,701 | $191.7K | 0.18% | −50−1.8% | Reduced |
| Capula Management Ltd | 2,673 | $189.8K | 0.00% | +2,673 | New |
| Atala Financial Inc | 2,615 | $185.6K | 0.14% | 00.0% | Unchanged |
| HM Payson & Co | 2,583 | $183.4K | 0.00% | +70+2.8% | Added |
| Global Trust Asset Management, LLC | 2,575 | $182.8K | 0.11% | +1,866+263.2% | Added |