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; 2,643 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
- 1,778
- +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
- 689 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 | 2,643 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $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 |
|---|---|---|---|---|---|
| Cedar Wealth Management, LLC | 182 | $11.5K | 0.00% | +182 | New |
| Tanglewood Legacy Advisors, LLC | 185 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 195 | $12.3K | 0.00% | +100+105.3% | Added |
| Webster Bank, N. A. | 200 | $12.6K | 0.00% | −6−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 200 | $12.6K | 0.00% | +200 | New |
| Fairman Group, LLC | 202 | $12.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 212 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 213 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 216 | $13.6K | 0.00% | +2+0.9% | Added |
| Pineridge Advisors LLC | 217 | $13.7K | 0.00% | −257−54.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 232 | $14.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 233 | $14.7K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 234 | $14.8K | 0.01% | +1+0.4% | Added |
| Rogco, LP | 236 | $14.9K | 0.01% | −4,540−95.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 241 | $15.2K | 0.00% | +209+653.1% | Added |
| Valued Wealth Advisors LLC | 243 | $15.4K | 0.01% | +72+42.1% | Added |
| RFP Financial Group LLC | 244 | $15.4K | 0.01% | −109−30.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 246 | $15.6K | 0.00% | +246 | New |
| Richardson Capital Management LLC | 250 | $15.8K | 0.01% | +250 | New |
| Richard W. Paul & Associates, LLC | 251 | $15.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 258 | $16.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 264 | $16.7K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 270 | $17.1K | 0.00% | −7−2.5% | Reduced |
| Westchester Capital Management, Inc. | 273 | $17.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 274 | $17.3K | 0.01% | +33+13.7% | Added |
| WR Wealth Planners, LLC | 279 | $17.6K | 0.01% | +279 | New |
| New England Capital Financial Advisors LLC | 281 | $17.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 279 | $18.0K | 0.00% | −377−57.5% | Reduced |
| Bullock Wealth Management Group | 293 | $18.6K | 0.01% | +293 | New |
| Impact Partnership Wealth, LLC | 297 | $18.8K | 0.01% | −342−53.5% | Reduced |
| Capital Advisors, Ltd. LLC | 296 | $19.0K | 0.00% | +62+26.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 303 | $19.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 307 | $19.4K | 0.00% | −57−15.7% | Reduced |
| McIlrath & Eck, LLC | 314 | $19.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 317 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 320 | $20.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 322 | $20.4K | 0.01% | +18+5.9% | Added |
| NCP Inc. | 324 | $20.5K | 0.01% | +324 | New |
| TFC Financial Management | 325 | $20.6K | 0.00% | +109+50.5% | Added |
| Glass Jacobson Investment Advisors llc | 328 | $20.7K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 332 | $21.0K | 0.00% | −115−25.7% | Reduced |
| Indiana Trust & Investment Management CO | 340 | $21.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $21.8K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 424 | $21.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 360 | $22.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 380 | $24.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 391 | $24.7K | 0.00% | −48−10.9% | Reduced |
| Avalon Trust Co | 400 | $25.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 401 | $25.4K | 0.01% | −50−11.1% | Reduced |
| Tortoise Investment Management, LLC | 429 | $27.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 446 | $27.4K | 0.01% | +16+3.7% | Added |
| Frank, Rimerman Advisors LLC | 455 | $28.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 466 | $29.0K | 0.01% | −2−0.4% | Reduced |
| Beacon Capital Management, LLC | 460 | $29.1K | 0.01% | +212+85.5% | Added |
| Centennial Bank | 475 | $30.0K | 0.02% | −1,808−79.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 481 | $30.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 495 | $31.3K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $31.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 500 | $31.6K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $31.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $31.8K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 512 | $33.0K | 0.00% | +92+21.9% | Added |
| Frazier Financial Advisors, LLC | 522 | $33.0K | 0.03% | −48−8.4% | Reduced |
| Fairway Wealth LLC | 528 | $33.4K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 542 | $34.3K | 0.01% | +542 | New |
| Financial Perspectives, Inc | 546 | $34.5K | 0.01% | −8−1.4% | Reduced |
| Cranbrook Wealth Management, LLC | 595 | $37.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 599 | $37.9K | 0.00% | +1+0.2% | Added |
| Orion Capital Management LLC | 600 | $37.9K | 0.02% | +100+20.0% | Added |
| Chesapeake Asset Management LLC | 629 | $39.8K | 0.04% | +59+10.4% | Added |
| Park Place Capital Corp | 638 | $40.3K | 0.01% | +136+27.1% | Added |
| Ofi Invest Asset Management | 705 | $41.3K | 0.00% | −182−20.5% | Reduced |
| Sachetta, LLC | 817 | $42.0K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 681 | $43.3K | 0.07% | −421−38.2% | Reduced |
| Toth Financial Advisory Corp | 699 | $44.2K | 0.01% | +1+0.1% | Added |
| Marshall Wace, LLP | 700 | $44.3K | 0.00% | −156,665−99.6% | Reduced |
| CNB Bank | 710 | $44.9K | 0.02% | +5+0.7% | Added |
| Valley National Advisers Inc | 719 | $45.0K | 0.01% | +47+7.0% | Added |
| Hartford Financial Management Inc. | 721 | $45.6K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 725 | $45.8K | 0.02% | +725 | New |
| Archer Investment Corp | 728 | $46.1K | 0.01% | +1+0.1% | Added |
| West Paces Advisors Inc. | 731 | $46.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 735 | $46.5K | 0.01% | −1,207−62.2% | Reduced |
| Colonial Trust Co | 759 | $48.0K | 0.01% | −29−3.7% | Reduced |
| Hilltop National Bank | 774 | $48.9K | 0.02% | +774 | New |
| Front Row Advisors LLC | 779 | $49.3K | 0.02% | +44+6.0% | Added |
| GW&K Investment Management, LLC | 789 | $50.0K | 0.00% | +3+0.4% | Added |
| Riverview Trust Co | 798 | $50.5K | 0.04% | +798 | New |
| Carolinas Wealth Consulting LLC | 800 | $50.6K | 0.01% | +16+2.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 807 | $51.0K | 0.02% | +162+25.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $51.8K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 822 | $52.0K | 0.03% | −67−7.5% | Reduced |
| TSFG, LLC | 826 | $52.0K | 0.01% | −147−15.1% | Reduced |
| REAP Financial Group, LLC | 834 | $52.8K | 0.01% | −847−50.4% | Reduced |
| Pacifica Partners Inc. | 895 | $54.5K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 869 | $55.7K | 0.01% | +8+0.9% | Added |
| AlphaMark Advisors, LLC | 878 | $56.0K | 0.02% | −712−44.8% | Reduced |