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 2024
Institutional positions in Citigroup Inc as of Mar 31, 2024. 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
- 1,777
- +125 vs. Q4 2023
- Shares held
- 1.39B
- +29.4M (+2.2%) vs. Q4 2023
- Total value
- $87.6B
- +$17.6B (+25.1%) vs. Q4 2023
- New holders
- 239
- 688 more added
- Sold out
- 114
- 635 more reduced
20 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 16,148 | $1.02M | 0.20% | −761−4.5% | Reduced |
| LifePlan Financial, LLC | 16,181 | $1.02M | 0.94% | +1,982+14.0% | Added |
| Round Rock Advisors, LLC | 16,187 | $1.02M | 0.25% | −3,286−16.9% | Reduced |
| MUFG Securities EMEA plc | 16,195 | $1.02M | 0.09% | −14,536−47.3% | Reduced |
| Solitude Financial Services | 16,265 | $1.03M | 0.47% | +1,895+13.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,266 | $1.03M | 0.08% | −1,020−5.9% | Reduced |
| Jump Financial, LLC | 16,287 | $1.03M | 0.03% | +16,287 | New |
| Diversify Advisory Services, LLC | 16,304 | $1.03M | 0.06% | +16,304 | New |
| Institute for Wealth Management, LLC. | 16,421 | $1.04M | 0.13% | +457+2.9% | Added |
| Legacy Capital Group California, Inc. | 16,427 | $1.04M | 0.38% | −284−1.7% | Reduced |
| Guardian Investment Management | 16,440 | $1.04M | 0.86% | −1,515−8.4% | Reduced |
| Castlekeep Investment Advisors LLC | 16,553 | $1.05M | 0.75% | +988+6.3% | Added |
| Melfa Wealth Management, LLC | 16,645 | $1.05M | 0.76% | +16,645 | New |
| Ignite Planners, LLC | 16,865 | $1.07M | 0.30% | −85−0.5% | Reduced |
| LM Advisors LLC | 16,982 | $1.07M | 0.17% | +1,900+12.6% | Added |
| Everett Harris & Co | 17,073 | $1.08M | 0.01% | +7,632+80.8% | Added |
| Oarsman Capital, Inc. | 17,139 | $1.08M | 0.26% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 17,175 | $1.09M | 1.01% | +563+3.4% | Added |
| Sweet Financial Partners, LLC | 17,179 | $1.09M | 0.25% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 17,346 | $1.10M | 0.13% | +2,560+17.3% | Added |
| Bristlecone Advisors, LLC | 17,352 | $1.10M | 0.10% | −39−0.2% | Reduced |
| Umpqua Bank | 17,601 | $1.11M | 0.46% | +17,601 | New |
| Ostrum Asset Management | 17,605 | $1.11M | 0.09% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 17,707 | $1.12M | 0.14% | −413,013−95.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.12M | 0.71% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 17,738 | $1.12M | 0.26% | +2,234+14.4% | Added |
| Carson Advisory Inc. | 17,813 | $1.13M | 0.79% | −500−2.7% | Reduced |
| Summit Trail Advisors, LLC | 17,940 | $1.13M | 0.03% | +3,195+21.7% | Added |
| Warren Averett Asset Management, LLC | 17,966 | $1.14M | 0.03% | +41+0.2% | Added |
| InTrack Investment Management Inc | 18,052 | $1.14M | 0.85% | −13,474−42.7% | Reduced |
| Fidelis Capital Partners, LLC | 18,192 | $1.15M | 0.17% | +10,245+128.9% | Added |
| Resources Management Corp | 18,230 | $1.15M | 0.17% | −200−1.1% | Reduced |
| Norden Group LLC | 18,304 | $1.16M | 0.24% | +5,556+43.6% | Added |
| Centaurus Financial, Inc. | 18,335 | $1.16M | 0.08% | −2,304−11.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,417 | $1.16M | 0.02% | −652−3.4% | Reduced |
| Credit Agricole S A | 20,082 | $1.17M | 0.02% | −1,115−5.3% | Reduced |
| First National Trust Co | 18,596 | $1.18M | 0.05% | 00.0% | Unchanged |
| McDonald Partners LLC | 18,629 | $1.18M | 0.32% | +3,930+26.7% | Added |
| Summit X, LLC | 18,697 | $1.18M | 0.30% | +2,471+15.2% | Added |
| Spirit of America Management Corp | 18,700 | $1.18M | 0.24% | +3,000+19.1% | Added |
| Pflug Koory, LLC | 18,714 | $1.18M | 0.58% | −1,170−5.9% | Reduced |
| Buckingham Strategic Partners | 18,790 | $1.19M | 0.03% | +6,934+58.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 18,827 | $1.19M | 0.02% | +103+0.6% | Added |
| AustralianSuper Pty Ltd | 18,993 | $1.21M | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 19,115 | $1.21M | 0.26% | +14,922+355.9% | Added |
| Regions Financial Corp | 19,147 | $1.21M | 0.01% | −1,635−7.9% | Reduced |
| Regal Investment Advisors LLC | 19,287 | $1.22M | 0.08% | −9,368−32.7% | Reduced |
| Oxford Wealth Group, LLC | 19,500 | $1.23M | 1.12% | +19,500 | New |
| Tandem Capital Management Corp | 19,688 | $1.25M | 0.71% | +30+0.2% | Added |
| Benedict Financial Advisors Inc | 19,714 | $1.25M | 0.32% | +19,714 | New |
| E&G Advisors, LP | 19,750 | $1.25M | 0.39% | −610−3.0% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $1.26M | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 19,934 | $1.26M | 0.01% | +3,233+19.4% | Added |
| Matthew Goff Investment Advisor, LLC | 19,958 | $1.26M | 0.26% | +48+0.2% | Added |
| Venture Visionary Partners LLC | 19,966 | $1.26M | 0.06% | +5,030+33.7% | Added |
| Jones Financial Companies LLLP | 19,986 | $1.26M | 0.00% | +3,951+24.6% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.26M | 0.16% | 00.0% | Unchanged |
| White Pine Capital LLC | 20,687 | $1.27M | 0.48% | −219−1.0% | Reduced |
| First Hawaiian Bank | 20,091 | $1.27M | 0.04% | −2,118−9.5% | Reduced |
| Abn Amro Investment Solutions | 20,093 | $1.27M | 0.02% | −1,060−5.0% | Reduced |
| HighPoint Advisor Group LLC | 20,096 | $1.27M | 0.09% | +236+1.2% | Added |
| Wealthcare Advisory Partners LLC | 20,147 | $1.27M | 0.04% | +1,449+7.7% | Added |
| Cigna Investments Inc | 20,157 | $1.27M | 0.24% | −254−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 20,216 | $1.28M | 0.02% | −1,832−8.3% | Reduced |
| Schear Investment Advisers, LLC | 20,233 | $1.28M | 1.03% | +20,233 | New |
| Greenleaf Trust | 20,238 | $1.28M | 0.01% | +923+4.8% | Added |
| V-Square Quantitative Management LLC | 20,379 | $1.29M | 0.22% | +7,652+60.1% | Added |
| Aigen Investment Management, LP | 20,437 | $1.29M | 0.28% | +20,437 | New |
| Ameritas Investment Partners, Inc. | 20,635 | $1.30M | 0.04% | −683−3.2% | Reduced |
| BNP Paribas | 20,611 | $1.31M | 0.06% | +20,611 | New |
| XTX Topco Ltd | 20,653 | $1.31M | 0.18% | +13,691+196.7% | Added |
| Lighthouse Investment Partners, LLC | 20,656 | $1.31M | 0.08% | −34,685−62.7% | Reduced |
| Dana Investment Advisors, Inc. | 20,656 | $1.31M | 0.04% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 20,721 | $1.31M | 1.19% | −10,686−34.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,733 | $1.31M | 0.03% | −1,551−7.0% | Reduced |
| Transatlantique Private Wealth LLC | 20,786 | $1.31M | 0.57% | −576−2.7% | Reduced |
| Canandaigua National Bank & Trust Co | 20,849 | $1.32M | 0.19% | −1,419−6.4% | Reduced |
| Atlantic Union Bankshares Corp | 20,909 | $1.32M | 0.11% | +2,137+11.4% | Added |
| IFP Advisors, Inc | 20,928 | $1.32M | 0.06% | +4,867+30.3% | Added |
| Whittier Trust Co of Nevada Inc | 20,985 | $1.33M | 0.04% | +82+0.4% | Added |
| Barry Investment Advisors, LLC | 21,070 | $1.33M | 0.44% | −748−3.4% | Reduced |
| Huntington National Bank | 21,123 | $1.34M | 0.01% | +239+1.1% | Added |
| Altrafin AG | 21,200 | $1.34M | 0.49% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 23,141 | $1.35M | 0.79% | +4,721+25.6% | Added |
| World Equity Group, Inc. | 21,446 | $1.36M | 0.28% | +1,854+9.5% | Added |
| American State Bank (Iowa) | 21,494 | $1.36M | 0.91% | −2,860−11.7% | Reduced |
| Jacobi Capital Management LLC | 21,517 | $1.36M | 0.13% | +157+0.7% | Added |
| Slagle Financial, LLC | 21,548 | $1.36M | 0.74% | −68,200−76.0% | Reduced |
| VELA Investment Management, LLC | 22,063 | $1.40M | 0.51% | +4,139+23.1% | Added |
| Duff & Phelps Investment Management Co | 22,082 | $1.40M | 0.02% | +796+3.7% | Added |
| Atomi Financial Group, Inc. | 22,108 | $1.40M | 0.13% | +3,399+18.2% | Added |
| PSI Advisors, LLC | 22,110 | $1.40M | 0.51% | −771−3.4% | Reduced |
| Lincoln National Corp | 22,209 | $1.40M | 0.02% | +7,896+55.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,233 | $1.41M | 0.05% | −4,964−18.3% | Reduced |
| GFG Capital, LLC | 22,278 | $1.41M | 0.36% | −157−0.7% | Reduced |
| Lido Advisors, LLC | 22,308 | $1.41M | 0.01% | +1,796+8.8% | Added |
| Mirador Capital Partners LP | 22,332 | $1.41M | 0.27% | +16,254+267.4% | Added |
| Umb Bank N A | 22,350 | $1.41M | 0.02% | −9,919−30.7% | Reduced |
| Avitas Wealth Management LLC | 22,369 | $1.41M | 0.21% | +22,369 | New |
| Coldstream Capital Management Inc | 22,390 | $1.42M | 0.04% | +3,640+19.4% | Added |