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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 40,390 | $2.90M | 0.15% | −6,653−14.1% | Reduced |
| Meeder Advisory Services, Inc. | 40,772 | $2.89M | 0.17% | +2,546+6.7% | Added |
| Cramer Rosenthal McGlynn LLC | 40,763 | $2.89M | 0.21% | −166−0.4% | Reduced |
| TD Private Client Wealth LLC | 40,743 | $2.89M | 0.08% | +1,868+4.8% | Added |
| Cordatus Wealth Management LLC | 40,246 | $2.86M | 0.78% | −70−0.2% | Reduced |
| Mfg Wealth Management, Inc. | 40,190 | $2.85M | 2.73% | −7,142−15.1% | Reduced |
| BCJ Capital Management, LLC | 40,085 | $2.85M | 0.21% | +40,085 | New |
| Cobalt Capital Management, Inc. | 40,000 | $2.84M | 1.40% | −143,000−78.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 40,000 | $2.84M | 0.26% | −5,000−11.1% | Reduced |
| Collar Capital Management, LLC | 39,783 | $2.82M | 2.56% | +167+0.4% | Added |
| Solidarilty Wealth, LLC | 39,700 | $2.82M | 0.69% | +1,198+3.1% | Added |
| Concurrent Investment Advisors, LLC | 39,657 | $2.82M | 0.07% | +22,182+126.9% | Added |
| S&CO Inc | 39,641 | $2.81M | 0.19% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 39,479 | $2.80M | 0.45% | +465+1.2% | Added |
| Allworth Financial LP | 41,042 | $2.80M | 0.02% | −2,331−5.4% | Reduced |
| Equitable Trust Co | 38,742 | $2.75M | 0.15% | +6,862+21.5% | Added |
| Castlekeep Investment Advisors LLC | 38,566 | $2.74M | 1.41% | +15,020+63.8% | Added |
| Whittier Trust Co | 38,287 | $2.72M | 0.04% | −2,925−7.1% | Reduced |
| Boyd Watterson Asset Management LLC | 38,210 | $2.71M | 0.87% | +7,218+23.3% | Added |
| Meiji Yasuda Life Insurance Co | 37,953 | $2.69M | 0.05% | −1,321−3.4% | Reduced |
| DCF Advisers, LLC | 37,500 | $2.66M | 1.43% | −7,500−16.7% | Reduced |
| United Capital Financial Advisers, LLC | 37,426 | $2.66M | 0.02% | +4,386+13.3% | Added |
| Winch Advisory Services, LLC | 37,147 | $2.64M | 0.70% | −125−0.3% | Reduced |
| MUFG Securities Americas Inc. | 37,062 | $2.63M | 0.31% | +5,730+18.3% | Added |
| Creative Financial Designs Inc | 37,047 | $2.63M | 0.21% | −2,356−6.0% | Reduced |
| Nebula Research & Development LLC | 36,965 | $2.62M | 0.24% | +16,487+80.5% | Added |
| WFA Asset Management Corp | 41,244 | $2.61M | 1.36% | +5,075+14.0% | Added |
| Robertson Stephens Wealth Management, LLC | 36,639 | $2.60M | 0.10% | −2,369−6.1% | Reduced |
| 44 Wealth Management LLC | 36,630 | $2.60M | 0.98% | −248−0.7% | Reduced |
| Schear Investment Advisers, LLC | 36,446 | $2.59M | 1.49% | +2,839+8.4% | Added |
| Tounjian Advisory Partners, LLC | 36,414 | $2.59M | 0.48% | +36,414 | New |
| Naviter Wealth, LLC | 36,663 | $2.58M | 0.31% | +570+1.6% | Added |
| Cooper Financial Group | 36,318 | $2.58M | 0.34% | +1,904+5.5% | Added |
| Freestone Capital Holdings, LLC | 36,093 | $2.56M | 0.10% | +621+1.8% | Added |
| Processus Wealth & Capital Management, LLC | 35,859 | $2.55M | 2.17% | +484+1.4% | Added |
| Horizon Investments, LLC | 35,934 | $2.53M | 0.08% | +1,002+2.9% | Added |
| Blue Edge Capital, LLC | 35,586 | $2.53M | 0.41% | +35,586 | New |
| Penobscot Investment Management Company, Inc. | 35,313 | $2.51M | 0.24% | +1,150+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 35,269 | $2.50M | 0.08% | +18,182+106.4% | Added |
| PMC FIG Opportunities LLC | 35,000 | $2.48M | 6.07% | −2,190−5.9% | Reduced |
| Resources Investment Advisors, LLC. | 34,437 | $2.44M | 0.03% | −239−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 34,238 | $2.43M | 0.41% | +2,107+6.6% | Added |
| GAMMA Investing LLC | 34,236 | $2.43M | 0.18% | +3,855+12.7% | Added |
| Caxton Associates LLP | 34,093 | $2.42M | 0.08% | +34,093 | New |
| Alpine Woods Capital Investors, LLC | 34,000 | $2.41M | 0.61% | +7,828+29.9% | Added |
| Belpointe Asset Management LLC | 33,948 | $2.41M | 0.13% | −841−2.4% | Reduced |
| Cresset Asset Management, LLC | 33,812 | $2.40M | 0.01% | −410−1.2% | Reduced |
| Advisor Resource Council | 36,392 | $2.40M | 0.19% | +36,392 | New |
| Round Hill Asset Management | 33,725 | $2.39M | 1.72% | +5,026+17.5% | Added |
| Pensionmark Financial Group, LLC | 33,614 | $2.39M | 0.06% | +6,908+25.9% | Added |
| Manske Wealth Management | 33,358 | $2.37M | 0.89% | −6,846−17.0% | Reduced |
| Fiduciary Trust Co | 33,185 | $2.36M | 0.03% | +18,262+122.4% | Added |
| Wetzel Investment Advisors, Inc. | 32,966 | $2.34M | 1.18% | +200+0.6% | Added |
| Trexquant Investment LP | 32,955 | $2.34M | 0.03% | +32,955 | New |
| Game Creek Capital, LP | 32,625 | $2.32M | 1.44% | −3,250−9.1% | Reduced |
| Ameliora Wealth Management Ltd. | 32,590 | $2.31M | 0.87% | 00.0% | Unchanged |
| Bank & Trust Co | 32,411 | $2.30M | 1.87% | −643−1.9% | Reduced |
| Salem Investment Counselors Inc | 32,173 | $2.28M | 0.08% | −2,407−7.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 32,075 | $2.28M | 0.29% | +2,246+7.5% | Added |
| Allen Wealth Management, LLC | 32,070 | $2.28M | 1.57% | +927+3.0% | Added |
| Gladstone Institutional Advisory LLC | 32,003 | $2.27M | 0.11% | +18,620+139.1% | Added |
| Quadrant Capital Group LLC | 31,974 | $2.27M | 0.08% | +23,652+284.2% | Added |
| Parallel Advisors, LLC | 31,972 | $2.27M | 0.05% | +693+2.2% | Added |
| Talon Private Wealth, LLC | 31,420 | $2.27M | 0.30% | +30,640+3,928.2% | Added |
| Agp Franklin, LLC | 35,148 | $2.26M | 1.39% | +1,519+4.5% | Added |
| SBI Securities Co., Ltd. | 31,697 | $2.25M | 0.08% | −34,200−51.9% | Reduced |
| Stonebridge Capital Advisors LLC | 31,579 | $2.24M | 0.18% | −444−1.4% | Reduced |
| Connable Office Inc | 31,509 | $2.24M | 0.24% | −379−1.2% | Reduced |
| Waterfront Wealth Inc. | 31,363 | $2.23M | 0.54% | −399−1.3% | Reduced |
| Griffin Asset Management, Inc. | 31,338 | $2.22M | 0.27% | +13,606+76.7% | Added |
| Cornercap Investment Counsel Inc | 31,263 | $2.22M | 1.16% | −368−1.2% | Reduced |
| Mirador Capital Partners LP | 31,187 | $2.21M | 0.39% | +2,508+8.7% | Added |
| Granite Investment Partners, LLC | 31,168 | $2.21M | 0.11% | +800+2.6% | Added |
| Pallas Capital Advisors LLC | 30,964 | $2.20M | 0.09% | +11,853+62.0% | Added |
| Sippican Capital Advisors | 30,865 | $2.19M | 1.65% | −5,919−16.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 30,813 | $2.19M | 0.85% | +1,887+6.5% | Added |
| Wellington Shields & Co., LLC | 30,711 | $2.18M | 0.68% | +1,200+4.1% | Added |
| Cary Street Partners Financial LLC | 30,512 | $2.17M | 0.07% | +4,311+16.5% | Added |
| Cidel Asset Management Inc | 30,469 | $2.16M | 0.14% | −3,032−9.1% | Reduced |
| Atomi Financial Group, Inc. | 30,440 | $2.16M | 0.10% | +1,135+3.9% | Added |
| Advisors Management Group Inc | 30,425 | $2.16M | 0.47% | −127−0.4% | Reduced |
| AlphaCore Capital LLC | 30,341 | $2.15M | 0.18% | +2,109+7.5% | Added |
| Forum Financial Management, LP | 30,257 | $2.15M | 0.04% | −81−0.3% | Reduced |
| YANKCOM Partnership | 30,126 | $2.14M | 1.18% | +126+0.4% | Added |
| Maxi Investments CY Ltd | 30,050 | $2.13M | 0.42% | −3,493−10.4% | Reduced |
| Advent Capital Management | 30,000 | $2.13M | 0.05% | −10,000−25.0% | Reduced |
| Buckingham Strategic Partners | 29,773 | $2.11M | 0.03% | +11,260+60.8% | Added |
| Columbia Asset Management | 29,735 | $2.11M | 0.43% | −1,645−5.2% | Reduced |
| Altman Advisors, Inc. | 30,852 | $2.11M | 0.97% | −111−0.4% | Reduced |
| Ostrum Asset Management | 29,596 | $2.10M | 0.11% | +6,430+27.8% | Added |
| YHB Investment Advisors, Inc. | 29,523 | $2.10M | 0.18% | −1,022−3.3% | Reduced |
| Bayview Asset Management, LLC | 29,500 | $2.09M | 2.35% | +29,500 | New |
| Jupiter Wealth Management LLC | 27,500 | $2.09M | 1.27% | −15,588−36.2% | Reduced |
| Coldstream Capital Management Inc | 29,459 | $2.09M | 0.04% | +2,971+11.2% | Added |
| Chicago Trust Co NA | 29,367 | $2.08M | 0.37% | +315+1.1% | Added |
| GFS Advisors, LLC | 29,115 | $2.07M | 0.42% | −2,825−8.8% | Reduced |
| Mystic Asset Management, Inc. | 29,100 | $2.07M | 0.54% | +150+0.5% | Added |
| Pinnacle Holdings, LLC | 28,960 | $2.06M | 0.78% | 00.0% | Unchanged |
| Everett Harris & Co | 28,899 | $2.05M | 0.03% | +618+2.2% | Added |
| Kennondale Capital Management LLC | 28,644 | $2.03M | 2.22% | 00.0% | Unchanged |