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 | 2,474 | $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 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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 35,605 | $2.25M | 0.03% | −2,140−5.7% | Reduced |
| Wellington Shields Capital Management, LLC | 35,633 | $2.25M | 0.42% | +2,047+6.1% | Added |
| Boston Private Wealth LLC | 35,819 | $2.27M | 0.05% | +2,816+8.5% | Added |
| Kornitzer Capital Management Inc | 35,895 | $2.27M | 0.04% | +11,265+45.7% | Added |
| Vestcor Inc | 35,912 | $2.27M | 0.08% | −4,985−12.2% | Reduced |
| HB Wealth Management, LLC | 36,068 | $2.28M | 0.03% | +3,353+10.2% | Added |
| Green Square Capital Advisors LLC | 36,110 | $2.28M | 0.30% | −1,388−3.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 36,138 | $2.29M | 0.16% | +36,138 | New |
| Wetherby Asset Management Inc | 36,183 | $2.29M | 0.11% | +4,165+13.0% | Added |
| Northern Oak Wealth Management Inc | 36,400 | $2.30M | 0.27% | +20,080+123.0% | Added |
| Horizon Investments, LLC | 36,804 | $2.31M | 0.06% | +957+2.7% | Added |
| Ironwood Investment Management LLC | 36,547 | $2.31M | 1.13% | +17,225+89.1% | Added |
| Inspire Trust Co, N.A. | 37,006 | $2.34M | 1.31% | +17,358+88.3% | Added |
| Stansberry Asset Management, LLC | 37,024 | $2.34M | 0.32% | −557−1.5% | Reduced |
| Winch Advisory Services, LLC | 37,099 | $2.35M | 0.72% | +92+0.2% | Added |
| We Are One Seven, LLC | 37,100 | $2.35M | 0.12% | +14,693+65.6% | Added |
| Creative Financial Designs Inc | 37,256 | $2.36M | 0.22% | +2,123+6.0% | Added |
| Advanced Portfolio Management, LLC | 37,502 | $2.37M | 4.48% | +37,502 | New |
| Robertson Stephens Wealth Management, LLC | 37,677 | $2.38M | 0.13% | +8,358+28.5% | Added |
| Cramer Rosenthal McGlynn LLC | 37,758 | $2.39M | 0.13% | +37,758 | New |
| Hamilton Capital Partners Inc. | 37,878 | $2.40M | 0.29% | +37,878 | New |
| Processus Wealth & Capital Management, LLC | 37,928 | $2.40M | 2.13% | +6,641+21.2% | Added |
| First Business Financial Services, Inc. | 37,970 | $2.40M | 0.26% | +617+1.7% | Added |
| Solidarilty Wealth, LLC | 38,094 | $2.41M | 0.75% | +1,584+4.3% | Added |
| Veriti Management LLC | 38,263 | $2.42M | 0.18% | +2,922+8.3% | Added |
| Capital International Inc | 38,553 | $2.44M | 0.03% | −1,086−2.7% | Reduced |
| HBW Advisory Services LLC | 47,568 | $2.45M | 0.46% | 00.0% | Unchanged |
| Sippican Capital Advisors | 38,770 | $2.45M | 1.91% | −464−1.2% | Reduced |
| Salem Investment Counselors Inc | 39,164 | $2.48M | 0.08% | −2,504−6.0% | Reduced |
| National Asset Management, Inc. | 60,511 | $2.49M | 0.07% | +9,884+19.5% | Added |
| Equitable Holdings, Inc. | 39,464 | $2.50M | 0.03% | −1,540−3.8% | Reduced |
| Synovus Financial Corp | 39,748 | $2.51M | 0.03% | −872−2.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 41,183 | $2.53M | 0.50% | +327+0.8% | Added |
| Nicholas Investment Partners, LP | 40,000 | $2.53M | 0.26% | +40,000 | New |
| Insigneo Advisory Services, LLC | 40,026 | $2.53M | 0.30% | +3,487+9.5% | Added |
| S&CO Inc | 40,061 | $2.53M | 0.18% | −1,000−2.4% | Reduced |
| Bridgeway Capital Management, LLC | 40,110 | $2.54M | 0.05% | −15,000−27.2% | Reduced |
| GFS Advisors, LLC | 40,440 | $2.56M | 0.42% | +1,500+3.9% | Added |
| Massachusetts Wealth Management | 40,682 | $2.57M | 1.81% | +900+2.3% | Added |
| Avantax Advisory Services, Inc. | 40,862 | $2.58M | 0.02% | −2,347−5.4% | Reduced |
| Freestone Capital Holdings, LLC | 41,111 | $2.60M | 0.10% | +3,733+10.0% | Added |
| KMG Fiduciary Partners, LLC | 41,141 | $2.60M | 0.27% | −8,955−17.9% | Reduced |
| Constant Guidance Financial LLC | 42,529 | $2.61M | 2.41% | −17,383−29.0% | Reduced |
| WFA Asset Management Corp | 41,244 | $2.61M | 1.36% | −1,610−3.8% | Reduced |
| Edgestream Partners, L.P. | 42,941 | $2.72M | 0.14% | +15,312+55.4% | Added |
| apricus wealth, LLC | 43,520 | $2.75M | 1.94% | +43,520 | New |
| Whittier Trust Co | 44,222 | $2.80M | 0.04% | −6,207−12.3% | Reduced |
| Point72 (DIFC) Ltd | 44,331 | $2.80M | 0.22% | +44,331 | New |
| Paradigm Asset Management Co LLC | 44,400 | $2.81M | 0.71% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 44,504 | $2.81M | 0.44% | +199+0.4% | Added |
| Brevan Howard Capital Management LP | 44,510 | $2.81M | 0.26% | +12,880+40.7% | Added |
| Alberta Investment Management Corp | 44,600 | $2.82M | 0.03% | −11,100−19.9% | Reduced |
| Romano Brothers and Company | 44,639 | $2.82M | 0.39% | −950−2.1% | Reduced |
| Kore Advisors LP | 44,692 | $2.83M | 1.98% | 00.0% | Unchanged |
| JB Capital LLC | 44,728 | $2.83M | 0.19% | +49+0.1% | Added |
| Eagle Asset Management Inc | 44,749 | $2.84M | 0.01% | +44,749 | New |
| TD Private Client Wealth LLC | 45,127 | $2.85M | 0.09% | +2,398+5.6% | Added |
| Richard P Slaughter Associates Inc | 45,177 | $2.86M | 0.69% | −8,374−15.6% | Reduced |
| Paloma Partners Management Co | 45,214 | $2.86M | 0.41% | +45,214 | New |
| Wintrust Investments LLC | 45,314 | $2.87M | 0.25% | −479−1.0% | Reduced |
| Centiva Capital, LP | 46,281 | $2.93M | 0.17% | −202,426−81.4% | Reduced |
| Duality Advisers, LP | 46,517 | $2.94M | 0.29% | −35,550−43.3% | Reduced |
| Lincluden Management Ltd | 46,622 | $2.95M | 0.35% | −448−1.0% | Reduced |
| Cohen Investment Advisors LLC | 46,920 | $2.97M | 1.92% | +4,434+10.4% | Added |
| Capital Asset Advisory Services LLC | 48,201 | $2.97M | 0.17% | +3,844+8.7% | Added |
| Tokio Marine Asset Management Co Ltd | 47,809 | $3.02M | 0.15% | +6,207+14.9% | Added |
| NEOS Investment Management LLC | 48,284 | $3.05M | 0.19% | +21,155+78.0% | Added |
| Perpetual Ltd | 48,450 | $3.06M | 0.03% | +5,558+13.0% | Added |
| Morningstar Investment Management LLC | 48,466 | $3.06M | 0.33% | −2,662−5.2% | Reduced |
| Hantz Financial Services, Inc. | 48,727 | $3.08M | 0.06% | −2,728−5.3% | Reduced |
| Alaska Permanent Fund Corp | 48,871 | $3.09M | 0.05% | −75−0.2% | Reduced |
| Agf Management Ltd | 49,039 | $3.10M | 0.02% | +14,270+41.0% | Added |
| Procyon Private Wealth Partners, LLC | 49,049 | $3.10M | 0.24% | −488−1.0% | Reduced |
| Perigon Wealth Management, LLC | 49,092 | $3.10M | 0.09% | +12,474+34.1% | Added |
| Ieq Capital, LLC | 49,093 | $3.10M | 0.04% | +11,245+29.7% | Added |
| Legato Capital Management LLC | 49,161 | $3.11M | 0.38% | +4,916+11.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,250 | $3.12M | 0.06% | −3,154−6.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,967 | $3.16M | 0.15% | +45,749+1,084.6% | Added |
| JBF Capital, Inc. | 50,000 | $3.16M | 0.52% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 50,000 | $3.16M | 1.73% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 50,050 | $3.17M | 0.60% | −3,239−6.1% | Reduced |
| Richard Bernstein Advisors LLC | 50,156 | $3.17M | 0.07% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 50,406 | $3.19M | 1.05% | −161−0.3% | Reduced |
| Apollon Wealth Management, LLC | 50,706 | $3.21M | 0.10% | +3,221+6.8% | Added |
| Jackson Hole Capital Partners, LLC | 50,886 | $3.22M | 0.74% | +3,227+6.8% | Added |
| Rakuten Investment Management, Inc. | 51,175 | $3.24M | 0.02% | +46,434+979.4% | Added |
| Pitcairn Co | 53,316 | $3.37M | 0.22% | +6,071+12.9% | Added |
| Siemens Fonds Invest GmbH | 53,995 | $3.41M | 0.26% | −1,137−2.1% | Reduced |
| Valeo Financial Advisors, LLC | 55,260 | $3.45M | 0.12% | −3,833−6.5% | Reduced |
| Northeast Financial Consultants Inc | 54,626 | $3.45M | 0.17% | −7,500−12.1% | Reduced |
| First Interstate Bank | 54,697 | $3.46M | 0.24% | −2,219−3.9% | Reduced |
| Karpas Strategies, LLC | 54,736 | $3.46M | 1.08% | +133+0.2% | Added |
| Cornerstone Wealth Group, LLC | 55,264 | $3.49M | 0.32% | −664−1.2% | Reduced |
| Park Avenue Securities LLC | 55,371 | $3.50M | 0.05% | +13,005+30.7% | Added |
| Gamco Investors, Inc. Et Al | 55,430 | $3.51M | 0.04% | +2,175+4.1% | Added |
| Axxcess Wealth Management, LLC | 55,545 | $3.51M | 0.10% | +4,060+7.9% | Added |
| Argent Trust Co | 56,181 | $3.55M | 0.16% | −1,409−2.4% | Reduced |
| Moore Capital Management, LP | 57,000 | $3.60M | 0.07% | −65,042−53.3% | Reduced |
| United Services Automobile Association | 57,056 | $3.61M | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 57,255 | $3.62M | 0.02% | +18,406+47.4% | Added |