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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 2,558 | $181.6K | 0.02% | +10.0% | Added |
| MV Capital Management, Inc. | 2,451 | $174.0K | 0.02% | −133−5.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,439 | $173.1K | 0.06% | −481−16.5% | Reduced |
| Main Street Group, LTD | 2,440 | $173.1K | 0.07% | +1,038+74.0% | Added |
| Crews Bank & Trust | 2,413 | $171.3K | 0.03% | −72−2.9% | Reduced |
| St Germain D J Co Inc | 2,351 | $166.9K | 0.01% | +472+25.1% | Added |
| Medallion Wealth Advisors, LLC | 2,355 | $166.1K | 0.08% | +511+27.7% | Added |
| Cooksen Wealth, LLC | 2,602 | $164.6K | 0.17% | +2,602 | New |
| Ancora Advisors, LLC | 2,292 | $162.7K | 0.00% | +979+74.6% | Added |
| State of Wyoming | 2,235 | $158.7K | 0.02% | +178+8.7% | Added |
| Addison Advisors LLC | 2,198 | $156.0K | 0.04% | +206+10.3% | Added |
| North Capital, Inc. | 2,151 | $152.7K | 0.14% | +2,151 | New |
| Cary Street Partner Investment Advisory LLC | 2,147 | $152.4K | 0.09% | +394+22.5% | Added |
| Richardson Financial Services Inc. | 2,140 | $151.9K | 0.12% | −20−0.9% | Reduced |
| Matrix Trust Co | 2,113 | $150.0K | 0.03% | +758+55.9% | Added |
| Catalyst Capital Advisors LLC | 2,106 | $149.5K | 0.00% | −71−3.3% | Reduced |
| Private Wealth Asset Management, LLC | 2,055 | $145.9K | 0.02% | +2,055 | New |
| City State Bank | 2,044 | $145.1K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $142.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,958 | $139.0K | 0.03% | +68+3.6% | Added |
| Rossby Financial, LCC | 1,970 | $134.8K | 0.06% | +1,970 | New |
| Prestige Wealth Management Group LLC | 1,816 | $128.9K | 0.03% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,800 | $127.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,784 | $127.0K | 0.08% | −1,032−36.6% | Reduced |
| Ogorek Anthony Joseph | 1,786 | $126.0K | 0.04% | +1,766+8,830.0% | Added |
| Binnacle Investments Inc | 1,734 | $123.1K | 0.09% | +1,734 | New |
| Johnson Financial Group, Inc. | 1,728 | $122.7K | 0.01% | +610+54.6% | Added |
| First Command Advisory Services, Inc. | 1,721 | $122.2K | 0.00% | −12−0.7% | Reduced |
| TSFG, LLC | 1,715 | $122.0K | 0.02% | +890+107.9% | Added |
| Avion Wealth | 1,723 | $121.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 1,657 | $117.6K | 0.01% | +1,657 | New |
| Sittner & Nelson, LLC | 1,638 | $116.3K | 0.05% | −70−4.1% | Reduced |
| Monetary Management Group Inc | 1,625 | $115.4K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,624 | $115.3K | 0.10% | +687+73.3% | Added |
| Peoples Financial Services Corp. | 1,602 | $113.7K | 0.05% | +100+6.7% | Added |
| Vision Financial Markets LLC | 1,600 | $113.6K | 0.12% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,600 | $113.6K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,595 | $113.2K | 0.02% | +3+0.2% | Added |
| Eastern Bank | 1,585 | $112.5K | 0.00% | +195+14.0% | Added |
| PFS Partners, LLC | 1,571 | $111.5K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,557 | $110.5K | 0.04% | +362+30.3% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $110.0K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,547 | $109.0K | 0.02% | +160+11.5% | Added |
| Hills Bank & Trust Co | 1,508 | $107.1K | 0.01% | −18−1.2% | Reduced |
| Future Financial Wealth Managment LLC | 1,500 | $106.5K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $106.0K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,482 | $105.2K | 0.10% | −15−1.0% | Reduced |
| Union Savings Bank | 1,475 | $104.7K | 0.05% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,455 | $103.3K | 0.06% | +1,455 | New |
| CBIZ Investment Advisory Services, LLC | 1,435 | $101.9K | 0.00% | +82+6.1% | Added |
| Heritage Wealth Advisors | 1,414 | $100.4K | 0.01% | −29−2.0% | Reduced |
| Millstone Evans Group, LLC | 1,403 | $99.6K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $99.4K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $99.4K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,400 | $99.0K | 0.01% | −881−38.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,328 | $94.3K | 0.02% | +2+0.2% | Added |
| Armstrong Advisory Group, Inc | 1,316 | $92.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,285 | $91.2K | 0.00% | +36+2.9% | Added |
| DT Investment Partners, LLC | 1,251 | $88.8K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,250 | $88.7K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,240 | $88.0K | 0.02% | +9+0.7% | Added |
| Riverview Trust Co | 1,233 | $87.5K | 0.09% | −32−2.5% | Reduced |
| Fortitude Family Office, LLC | 1,229 | $87.2K | 0.03% | −290−19.1% | Reduced |
| Bell Investment Advisors, Inc | 1,220 | $86.6K | 0.02% | +8+0.7% | Added |
| Trust Co of Vermont | 1,196 | $84.9K | 0.00% | +150+14.3% | Added |
| REAP Financial Group, LLC | 1,179 | $83.7K | 0.02% | +233+24.6% | Added |
| GW&K Investment Management, LLC | 1,154 | $82.0K | 0.00% | +74+6.9% | Added |
| Register Financial Advisors LLC | 1,150 | $81.6K | 0.04% | +975+557.1% | Added |
| Murphy & Mullick Capital Management Corp | 1,132 | $80.4K | 0.08% | +36+3.3% | Added |
| Cape Investment Advisory, Inc. | 1,123 | $79.8K | 0.03% | +85+8.2% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $78.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 1,100 | $78.1K | 0.00% | −1,600−59.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $78.1K | 0.18% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,088 | $77.2K | 0.03% | +91+9.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,049 | $74.5K | 0.01% | −405−27.9% | Reduced |
| Meeder Asset Management Inc | 1,045 | $74.2K | 0.01% | +532+103.7% | Added |
| ORG Partners LLC | 1,047 | $74.0K | 0.02% | +728+228.2% | Added |
| Blue Bell Private Wealth Management, LLC | 1,042 | $74.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,033 | $73.3K | 0.06% | −75−6.8% | Reduced |
| Bellwether Advisors, LLC | 1,019 | $72.3K | 0.02% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,043 | $71.3K | 0.01% | +1,043 | New |
| EMC Capital Management | 1,000 | $71.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,000 | $71.0K | 0.04% | −225−18.4% | Reduced |
| ZRC Wealth Management, LLC | 1,000 | $71.0K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $71.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 940 | $66.7K | 0.03% | +540+135.0% | Added |
| Newbridge Financial Services Group, Inc. | 904 | $64.2K | 0.02% | −798−46.9% | Reduced |
| Hoey Investments, Inc | 904 | $64.2K | 0.01% | +665+278.2% | Added |
| BankPlus Trust Department | 895 | $63.5K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 883 | $63.0K | 0.00% | +4+0.5% | Added |
| Pacifica Partners Inc. | 998 | $62.9K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 877 | $62.3K | 0.03% | −400−31.3% | Reduced |
| Global Financial Private Client, LLC | 877 | $62.3K | 0.02% | +54+6.6% | Added |
| JCIC Asset Management Inc. | 845 | $60.0K | 0.03% | 00.0% | Unchanged |
| NCP Inc. | 834 | $59.2K | 0.08% | +502+151.2% | Added |
| Smithfield Trust Co | 797 | $58.0K | 0.00% | +377+89.8% | Added |
| NewSquare Capital LLC | 813 | $57.7K | 0.00% | +604+289.0% | Added |
| Kozak & Associates, Inc. | 898 | $56.7K | 0.01% | +7+0.8% | Added |
| Saudi Central Bank | 744 | $52.8K | 0.28% | +744 | New |