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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 28,315 | $2.01M | 0.06% | +2,330+9.0% | Added |
| Sumitomo Life Insurance Co | 28,205 | $2.00M | 0.07% | −305−1.1% | Reduced |
| Insigneo Advisory Services, LLC | 27,933 | $1.98M | 0.20% | +824+3.0% | Added |
| Pacitti Group Inc. | 27,806 | $1.97M | 0.94% | +1,701+6.5% | Added |
| Farther Finance Advisors, LLC | 27,914 | $1.97M | 0.05% | +6,242+28.8% | Added |
| Savant Capital, LLC | 27,671 | $1.96M | 0.02% | −55,295−66.6% | Reduced |
| Selway Asset Management | 27,667 | $1.96M | 0.81% | −3,050−9.9% | Reduced |
| Bangor Savings Bank | 27,501 | $1.95M | 0.18% | −748−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,454 | $1.95M | 0.02% | +7,020+34.4% | Added |
| Carret Asset Management, LLC | 27,393 | $1.94M | 0.22% | −1,096−3.8% | Reduced |
| Profund Advisors LLC | 27,391 | $1.94M | 0.08% | −4,058−12.9% | Reduced |
| EJF Capital LLC | 27,334 | $1.94M | 1.23% | −7,500−21.5% | Reduced |
| Insight Inv LLC | 27,268 | $1.94M | 1.33% | +146+0.5% | Added |
| Kingsview Wealth Management, LLC | 27,260 | $1.94M | 0.04% | +10,314+60.9% | Added |
| Meridian Investment Counsel Inc. | 27,252 | $1.93M | 0.57% | −1,050−3.7% | Reduced |
| FineMark National Bank & Trust | 27,188 | $1.93M | 0.07% | −622−2.2% | Reduced |
| Journey Advisory Group, LLC | 27,154 | $1.93M | 0.16% | +27,154 | New |
| Slagle Financial, LLC | 26,966 | $1.91M | 0.85% | −95−0.4% | Reduced |
| Laurion Capital Management LP | 26,921 | $1.91M | 0.15% | −71,491−72.6% | Reduced |
| Finivi Inc. | 26,827 | $1.90M | 1.53% | +1,406+5.5% | Added |
| Evelyn Partners Investment Management LLP | 26,804 | $1.90M | 0.06% | −150−0.6% | Reduced |
| CSS LLC | 26,696 | $1.90M | 0.13% | −810−2.9% | Reduced |
| J.W. Cole Advisors, Inc. | 26,695 | $1.90M | 0.06% | +14,101+112.0% | Added |
| Inscription Capital, LLC | 29,878 | $1.89M | 0.32% | +29,878 | New |
| Greenleaf Trust | 26,576 | $1.89M | 0.02% | +2,428+10.1% | Added |
| Commerzbank Aktiengesellschaft | 26,434 | $1.88M | 0.04% | +6,293+31.2% | Added |
| Trust Asset Management LLC | 26,304 | $1.87M | 0.15% | −930−3.4% | Reduced |
| Green Square Capital Advisors LLC | 26,162 | $1.86M | 0.28% | −1,693−6.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.85M | 0.58% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 26,053 | $1.85M | 0.65% | +26,053 | New |
| Legacy Capital Group California, Inc. | 25,786 | $1.83M | 0.64% | +10,213+65.6% | Added |
| Ballentine Partners, LLC | 25,635 | $1.82M | 0.03% | +2,403+10.3% | Added |
| VELA Investment Management, LLC | 25,597 | $1.82M | 0.62% | −815−3.1% | Reduced |
| Meridian Wealth Management, LLC | 25,521 | $1.81M | 0.09% | −218−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 25,118 | $1.78M | 0.03% | −10,059−28.6% | Reduced |
| Gold Investment Management Ltd. | 25,115 | $1.78M | 0.75% | +97+0.4% | Added |
| Consilium Wealth Advisory, LLC | 25,099 | $1.78M | 0.89% | −694−2.7% | Reduced |
| McDonald Partners LLC | 25,009 | $1.78M | 0.46% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 24,866 | $1.77M | 0.06% | +14,538+140.8% | Added |
| Longfellow Investment Management Co LLC | 24,681 | $1.75M | 0.43% | +3,243+15.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.75M | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 24,269 | $1.72M | 0.05% | +3,440+16.5% | Added |
| Ocean Capital Management, LLC | 24,259 | $1.72M | 0.41% | −57−0.2% | Reduced |
| Jennison Associates LLC | 24,204 | $1.72M | 0.00% | +219+0.9% | Added |
| MidWestOne Financial Group, Inc. | 24,110 | $1.71M | 0.24% | +14,954+163.3% | Added |
| PFG Investments, LLC | 24,059 | $1.71M | 0.11% | −1,449−5.7% | Reduced |
| Signaturefd, LLC | 23,737 | $1.69M | 0.03% | −1,644−6.5% | Reduced |
| Schechter Investment Advisors, LLC | 23,615 | $1.68M | 0.14% | +233+1.0% | Added |
| Versor Investments LP | 23,500 | $1.67M | 0.27% | −1,000−4.1% | Reduced |
| KPP Advisory Services LLC | 23,415 | $1.66M | 0.32% | +23,415 | New |
| Chancellor Financial Group WB LP | 23,376 | $1.66M | 1.38% | +3,093+15.2% | Added |
| Gordian Capital Singapore Pte Ltd | 23,450 | $1.65M | 1.03% | −2,150−8.4% | Reduced |
| Bleakley Financial Group, LLC | 23,282 | $1.65M | 0.05% | +2,897+14.2% | Added |
| Sabal Trust CO | 23,254 | $1.65M | 0.09% | +11,084+91.1% | Added |
| Wright Investors Service Inc | 23,003 | $1.63M | 0.54% | −754−3.2% | Reduced |
| Stansberry Asset Management, LLC | 22,989 | $1.63M | 0.20% | −11,173−32.7% | Reduced |
| Thoroughbred Financial Services, LLC | 22,935 | $1.63M | 0.10% | +85+0.4% | Added |
| Parsons Capital Management Inc | 22,867 | $1.62M | 0.09% | −95−0.4% | Reduced |
| Stance Capital LLC | 22,730 | $1.61M | 1.19% | +22,730 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,572 | $1.60M | 0.01% | −149,941−86.9% | Reduced |
| Advanced Portfolio Management, LLC | 22,500 | $1.60M | 3.22% | −53,634−70.4% | Reduced |
| Berkeley Capital Partners, LLC | 22,493 | $1.60M | 0.44% | −750−3.2% | Reduced |
| SWP Investment Management LLC | 22,378 | $1.59M | 1.98% | +22,378 | New |
| Buckley Wealth Management, LLC | 22,017 | $1.56M | 0.49% | −135−0.6% | Reduced |
| Two Sigma Investments, LP | 21,900 | $1.55M | 0.00% | −24,500−52.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,832 | $1.55M | 0.03% | +2,390+12.3% | Added |
| American State Bank (Iowa) | 21,643 | $1.54M | 0.93% | +302+1.4% | Added |
| Summit Financial, LLC | 21,627 | $1.54M | 0.04% | +6,701+44.9% | Added |
| Jacobi Capital Management LLC | 21,570 | $1.53M | 0.11% | −105−0.5% | Reduced |
| GFG Capital, LLC | 21,553 | $1.53M | 0.47% | +15+0.1% | Added |
| Aigen Investment Management, LP | 21,549 | $1.53M | 0.24% | −1,515−6.6% | Reduced |
| Golden State Equity Partners | 21,512 | $1.53M | 0.30% | +499+2.4% | Added |
| Peloton Wealth Strategists | 21,300 | $1.51M | 0.63% | +21,300 | New |
| Beacon Financial Advisory LLC | 21,280 | $1.51M | 0.46% | −85−0.4% | Reduced |
| Umb Bank N A | 21,052 | $1.49M | 0.02% | −43,316−67.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.49M | 0.36% | −31,500−60.0% | Reduced |
| Brighton Jones LLC | 20,972 | $1.49M | 0.05% | +982+4.9% | Added |
| White Pine Capital LLC | 20,952 | $1.49M | 0.52% | +120+0.6% | Added |
| Persistent Asset Partners Ltd | 20,931 | $1.49M | 1.31% | −3,922−15.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 20,872 | $1.48M | 0.08% | +615+3.0% | Added |
| Wealthstar Advisors, LLC | 20,849 | $1.48M | 0.68% | +20,849 | New |
| HighPoint Advisor Group LLC | 21,384 | $1.47M | 0.09% | −1,236−5.5% | Reduced |
| Pacific Global Investment Management CO | 20,694 | $1.47M | 2.08% | +3,316+19.1% | Added |
| Dana Investment Advisors, Inc. | 20,568 | $1.46M | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 23,577 | $1.45M | 0.07% | +6,188+35.6% | Added |
| Stevens Capital Management LP | 20,381 | $1.45M | 0.36% | +11,960+142.0% | Added |
| Spirit of America Management Corp | 20,350 | $1.44M | 0.29% | +1,650+8.8% | Added |
| Perpetual Ltd | 20,276 | $1.44M | 0.02% | −223−1.1% | Reduced |
| Avantra Family Wealth, Inc. | 20,244 | $1.44M | 1.38% | −37−0.2% | Reduced |
| Marshall Wace, LLP | 20,241 | $1.44M | 0.00% | −265,062−92.9% | Reduced |
| Smartleaf Asset Management LLC | 20,397 | $1.43M | 0.14% | +56+0.3% | Added |
| Benedict Financial Advisors Inc | 20,182 | $1.43M | 0.33% | −5,570−21.6% | Reduced |
| Clarius Group, LLC | 20,164 | $1.43M | 0.09% | +10,171+101.8% | Added |
| Ausdal Financial Partners, Inc. | 20,059 | $1.42M | 0.11% | +2,803+16.2% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.42M | 0.18% | 00.0% | Unchanged |
| Central Trust Co | 19,985 | $1.42M | 0.03% | +77+0.4% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $1.41M | 0.08% | 00.0% | Unchanged |
| BNP Paribas | 19,876 | $1.41M | 0.06% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 19,749 | $1.40M | 0.12% | +347+1.8% | Added |
| Tevis Investment Management | 19,902 | $1.40M | 1.04% | 00.0% | Unchanged |