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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 22,386 | $1.42M | 0.07% | −3,896−14.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,430 | $1.42M | 0.06% | +15,598+228.3% | Added |
| Gold Investment Management Ltd. | 22,490 | $1.42M | 0.57% | +680+3.1% | Added |
| Dakota Wealth Management | 22,763 | $1.44M | 0.04% | +3,201+16.4% | Added |
| Clearbridge Investments, LLC | 22,885 | $1.45M | 0.00% | +22,885 | New |
| Connective Portfolio Management, LLC | 23,000 | $1.45M | 2.56% | +3,000+15.0% | Added |
| Infrastructure Capital Advisors, LLC | 23,008 | $1.46M | 0.19% | −8,540−27.1% | Reduced |
| Mystic Asset Management, Inc. | 23,014 | $1.46M | 0.60% | +128+0.6% | Added |
| CAPROCK Group, Inc. | 23,016 | $1.46M | 0.08% | +5,979+35.1% | Added |
| Merit Financial Group, LLC | 23,880 | $1.47M | 0.04% | +10,597+79.8% | Added |
| New Century Financial Group, LLC | 23,587 | $1.49M | 1.03% | +938+4.1% | Added |
| Consilium Wealth Advisory, LLC | 23,680 | $1.50M | 0.84% | +6,069+34.5% | Added |
| Game Creek Capital, LP | 24,000 | $1.52M | 0.82% | +2,500+11.6% | Added |
| Ameritas Advisory Services, LLC | 24,379 | $1.53M | 0.06% | +3,691+17.8% | Added |
| Boyar Asset Management Inc. | 24,395 | $1.54M | 1.01% | +726+3.1% | Added |
| Cooper Financial Group | 24,567 | $1.55M | 0.26% | +1,125+4.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.56M | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 24,703 | $1.57M | 0.00% | +2,833+13.0% | Added |
| PFG Investments, LLC | 24,947 | $1.58M | 0.10% | +18,744+302.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 30,944 | $1.59M | 0.61% | −1,376−4.3% | Reduced |
| CSS LLC | 25,226 | $1.60M | 0.13% | −4,000−13.7% | Reduced |
| Criterion Capital Advisors, LLC | 25,398 | $1.61M | 1.07% | +4,567+21.9% | Added |
| Forum Financial Management, LP | 25,599 | $1.62M | 0.03% | −487−1.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 25,653 | $1.62M | 0.69% | −292−1.1% | Reduced |
| Moody National Bank Trust Division | 25,735 | $1.63M | 0.13% | +844+3.4% | Added |
| Penobscot Investment Management Company, Inc. | 25,760 | $1.63M | 0.17% | +1,790+7.5% | Added |
| Convergence Investment Partners, LLC | 25,855 | $1.64M | 0.63% | −12,127−31.9% | Reduced |
| Signaturefd, LLC | 25,858 | $1.64M | 0.03% | +3,263+14.4% | Added |
| Meeder Advisory Services, Inc. | 25,908 | $1.64M | 0.17% | +2,138+9.0% | Added |
| Vident Advisory, LLC | 25,965 | $1.64M | 0.03% | +2,951+12.8% | Added |
| Phoenix Holdings Ltd. | 26,113 | $1.65M | 0.02% | +17,628+207.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.65M | 0.52% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 26,163 | $1.65M | 0.20% | +10,172+63.6% | Added |
| Waterfront Wealth Inc. | 26,830 | $1.66M | 0.46% | +7,014+35.4% | Added |
| Meridian Wealth Management, LLC | 26,203 | $1.66M | 0.28% | +5,729+28.0% | Added |
| Lineweaver Wealth Advisors, LLC | 26,236 | $1.66M | 0.39% | +2,027+8.4% | Added |
| Colony Group, LLC | 26,432 | $1.67M | 0.01% | +2,822+12.0% | Added |
| Allen Wealth Management, LLC | 26,643 | $1.68M | 1.49% | +342+1.3% | Added |
| Insight Inv LLC | 26,685 | $1.69M | 1.46% | +825+3.2% | Added |
| Longfellow Investment Management Co LLC | 26,873 | $1.70M | 0.38% | −11,144−29.3% | Reduced |
| Intrua Financial, LLC | 26,923 | $1.70M | 0.26% | −865−3.1% | Reduced |
| SYSTM Wealth Solutions LLC | 27,012 | $1.71M | 0.22% | −1,893−6.5% | Reduced |
| Wellington Shields & Co., LLC | 27,171 | $1.72M | 0.58% | +680+2.6% | Added |
| Shay Capital LLC | 27,200 | $1.72M | 0.50% | +27,200 | New |
| Trust Asset Management LLC | 27,234 | $1.72M | 0.15% | 00.0% | Unchanged |
| Advisors Management Group Inc | 27,488 | $1.74M | 0.43% | +1,275+4.9% | Added |
| Clearstead Advisors, LLC | 27,529 | $1.75M | 0.09% | +1,682+6.5% | Added |
| Equitable Trust Co | 27,670 | $1.75M | 0.12% | +3,617+15.0% | Added |
| Norris Financial Group, LLC | 28,185 | $1.78M | 0.98% | +28,185 | New |
| Meiji Yasuda Life Insurance Co | 28,252 | $1.79M | 0.04% | +3,794+15.5% | Added |
| Chicago Trust Co NA | 28,365 | $1.79M | 0.37% | +6,154+27.7% | Added |
| Snowden Capital Advisors LLC | 28,464 | $1.80M | 0.06% | +6,435+29.2% | Added |
| Simplicity Wealth,LLC | 28,646 | $1.81M | 0.04% | +28,646 | New |
| Bleakley Financial Group, LLC | 28,695 | $1.81M | 0.05% | +904+3.3% | Added |
| FineMark National Bank & Trust | 28,714 | $1.82M | 0.07% | −1,790−5.9% | Reduced |
| Meridian Investment Counsel Inc. | 28,877 | $1.83M | 0.61% | +17+0.1% | Added |
| Birchbrook, Inc. | 28,968 | $1.83M | 1.09% | −3,996−12.1% | Reduced |
| Pinnacle Holdings, LLC | 29,110 | $1.84M | 0.74% | −190−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 29,123 | $1.84M | 0.15% | −107−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 29,185 | $1.85M | 0.03% | +1,129+4.0% | Added |
| Beach Investment Counsel Inc | 36,089 | $1.86M | 0.23% | +200+0.6% | Added |
| Carret Asset Management, LLC | 29,526 | $1.87M | 0.22% | +40.0% | Added |
| Schechter Investment Advisors, LLC | 29,609 | $1.87M | 0.14% | +2,663+9.9% | Added |
| Kingswood Wealth Advisors, LLC | 29,741 | $1.88M | 0.22% | −3,129−9.5% | Reduced |
| Round Hill Asset Management | 29,859 | $1.89M | 1.14% | +530+1.8% | Added |
| Inscription Capital, LLC | 29,878 | $1.89M | 0.31% | +19,309+182.7% | Added |
| Columbia Asset Management | 36,816 | $1.89M | 0.39% | 00.0% | Unchanged |
| Bangor Savings Bank | 30,020 | $1.90M | 0.19% | +29,312+4,140.1% | Added |
| Granite Investment Partners, LLC | 30,035 | $1.90M | 0.07% | +6,103+25.5% | Added |
| Principal Securities, Inc. | 30,390 | $1.92M | 0.06% | +4,777+18.7% | Added |
| Birmingham Capital Management Co Inc | 30,465 | $1.93M | 0.71% | −1,140−3.6% | Reduced |
| Naviter Wealth, LLC | 30,502 | $1.93M | 0.32% | +6,098+25.0% | Added |
| Keybank National Association | 30,887 | $1.95M | 0.01% | +557+1.8% | Added |
| YHB Investment Advisors, Inc. | 30,911 | $1.95M | 0.17% | +140.0% | Added |
| Profund Advisors LLC | 30,916 | $1.96M | 0.08% | −1,130−3.5% | Reduced |
| Gotham Asset Management, LLC | 31,179 | $1.97M | 0.03% | +14,880+91.3% | Added |
| Intact Investment Management Inc. | 31,300 | $1.98M | 0.08% | +31,300 | New |
| Altman Advisors, Inc. | 31,270 | $1.98M | 0.97% | +1,002+3.3% | Added |
| Sumitomo Life Insurance Co | 32,259 | $2.04M | 0.05% | −1,269−3.8% | Reduced |
| ExodusPoint Capital Management, LP | 32,349 | $2.05M | 0.03% | +32,349 | New |
| Belpointe Asset Management LLC | 32,366 | $2.05M | 0.15% | +1,688+5.5% | Added |
| Kovack Advisors, Inc. | 32,403 | $2.05M | 0.25% | −1,130−3.4% | Reduced |
| United Capital Financial Advisers, LLC | 32,469 | $2.05M | 0.02% | −2,279−6.6% | Reduced |
| Empowered Funds, LLC | 32,473 | $2.05M | 0.04% | −46,010−58.6% | Reduced |
| Maven Securities LTD | 33,033 | $2.09M | 0.12% | +20,747+168.9% | Added |
| Great Valley Advisor Group, Inc. | 33,086 | $2.09M | 0.06% | +4,405+15.4% | Added |
| Selway Asset Management | 33,117 | $2.09M | 0.84% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 33,281 | $2.10M | 0.54% | +1,283+4.0% | Added |
| Ashton Thomas Private Wealth, LLC | 33,672 | $2.13M | 0.12% | +2,135+6.8% | Added |
| Culbertson A N & Co Inc | 33,689 | $2.13M | 0.37% | +2,020+6.4% | Added |
| Ascent Group, LLC | 33,704 | $2.13M | 0.19% | +3,278+10.8% | Added |
| Grey Street Capital, LLC | 33,835 | $2.14M | 0.29% | +33,835 | New |
| Am Investment Strategies LLC | 24,052 | $2.15M | 0.55% | −9,684−28.7% | Reduced |
| Stonebridge Capital Advisors LLC | 34,064 | $2.15M | 0.19% | −985−2.8% | Reduced |
| Columbus Macro, LLC | 34,186 | $2.16M | 0.82% | +6,588+23.9% | Added |
| Miracle Mile Advisors, LLC | 34,471 | $2.18M | 0.05% | +352+1.0% | Added |
| Shelton Capital Management | 34,608 | $2.19M | 0.06% | +13,300+62.4% | Added |
| Jupiter Wealth Management LLC | 34,922 | $2.19M | 1.16% | +17,922+105.4% | Added |
| Independent Financial Group, LLC | 35,230 | $2.23M | 0.10% | +4,454+14.5% | Added |
| Concentric Capital Strategies, LP | 35,529 | $2.25M | 0.14% | +35,529 | New |