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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 907 | $57.0K | 0.01% | −1,663−64.7% | Reduced |
| Hall Laurie J Trustee | 900 | $57.0K | 0.02% | +330+57.9% | Added |
| Blue Bell Private Wealth Management, LLC | 906 | $57.3K | 0.01% | +39+4.5% | Added |
| ICA Group Wealth Management, LLC | 907 | $57.4K | 0.01% | −99−9.8% | Reduced |
| Princeton Global Asset Management LLC | 923 | $58.4K | 0.01% | +736+393.6% | Added |
| Castleview Partners, LLC | 925 | $58.5K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 926 | $59.0K | 0.00% | +6+0.7% | Added |
| Costello Asset Management, INC | 944 | $59.7K | 0.04% | 00.0% | Unchanged |
| Rational Advisors LLC | 968 | $61.2K | 0.01% | −513−34.6% | Reduced |
| Rise Advisors, LLC | 972 | $61.5K | 0.03% | +972 | New |
| Trust Co of Vermont | 988 | $62.5K | 0.00% | −159−13.9% | Reduced |
| EMC Capital Management | 1,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $63.2K | 0.03% | −600−37.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $63.2K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $63.2K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $63.2K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $63.2K | 0.01% | +1,000 | New |
| Central Pacific Bank - Trust Division | 1,000 | $63.5K | 0.01% | +1,000 | New |
| Venturi Wealth Management, LLC | 1,021 | $64.5K | 0.00% | +225+28.3% | Added |
| Bruce G. Allen Investments, LLC | 1,056 | $66.8K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,061 | $67.1K | 0.02% | +79+8.0% | Added |
| Salomon & Ludwin, LLC | 1,077 | $68.1K | 0.01% | +616+133.6% | Added |
| Tyler-Stone Wealth Management | 1,090 | $68.9K | 0.03% | +304+38.7% | Added |
| Ameliora Wealth Management Ltd. | 1,090 | $68.9K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,100 | $69.6K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,102 | $69.7K | 0.01% | +1,038+1,621.9% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $70.1K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,125 | $71.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,142 | $72.2K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,145 | $72.4K | 0.04% | −931−44.8% | Reduced |
| Y.D. More Investments Ltd | 1,168 | $73.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,172 | $74.1K | 0.00% | −1,278−52.2% | Reduced |
| Nordwand Advisors, LLC | 1,250 | $79.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $79.1K | 0.01% | −22,238−94.7% | Reduced |
| Bell Investment Advisors, Inc | 1,275 | $80.6K | 0.02% | +8+0.6% | Added |
| Cape Investment Advisory, Inc. | 1,278 | $80.8K | 0.04% | −118−8.5% | Reduced |
| JCIC Asset Management Inc. | 1,280 | $80.9K | 0.03% | −60−4.5% | Reduced |
| Montag A & Associates Inc | 1,304 | $82.5K | 0.00% | +983+306.2% | Added |
| SOA Wealth Advisors, LLC. | 1,316 | $83.2K | 0.02% | +2+0.2% | Added |
| First Financial Corp | 1,324 | $83.7K | 0.04% | +712+116.3% | Added |
| Peoples Financial Services Corp. | 1,325 | $83.8K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,348 | $85.2K | 0.05% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $88.5K | 0.06% | +1,400 | New |
| Norwood Financial Corp | 1,449 | $91.6K | 0.13% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,455 | $92.0K | 0.05% | −136−8.5% | Reduced |
| TCTC Holdings, LLC | 1,487 | $94.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,500 | $94.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $94.9K | 0.07% | +1,500 | New |
| Western Pacific Wealth Management, LP | 1,509 | $95.4K | 0.07% | +85+6.0% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $98.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,587 | $100.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,590 | $100.6K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,598 | $101.1K | 0.00% | +61+4.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $101.2K | 0.04% | +300+23.1% | Added |
| Monetary Management Group Inc | 1,625 | $102.8K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,629 | $103.0K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 1,700 | $108.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,708 | $108.0K | 0.05% | −10−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,716 | $108.5K | 0.04% | +9+0.5% | Added |
| Acropolis Investment Management, LLC | 1,721 | $108.8K | 0.01% | +1,721 | New |
| Avion Wealth | 1,711 | $109.0K | 0.03% | +113+7.1% | Added |
| Trust Co | 1,755 | $111.0K | 0.01% | +278+18.8% | Added |
| St Germain D J Co Inc | 1,763 | $111.5K | 0.01% | −749−29.8% | Reduced |
| Headlands Technologies LLC | 1,792 | $113.3K | 0.03% | −70,334−97.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,816 | $114.8K | 0.02% | −5,789−76.1% | Reduced |
| Hills Bank & Trust Co | 1,820 | $115.1K | 0.01% | +1,820 | New |
| Addison Advisors LLC | 1,852 | $117.1K | 0.04% | +194+11.7% | Added |
| Founders Capital Management | 1,854 | $117.2K | 0.08% | +54+3.0% | Added |
| Washington Trust Co | 1,859 | $117.6K | 0.00% | −1,785−49.0% | Reduced |
| Atlantic Trust, LLC | 1,899 | $120.1K | 0.03% | +9+0.5% | Added |
| Independence Bank of Kentucky | 1,913 | $121.0K | 0.04% | −50−2.5% | Reduced |
| Eagle Bay Advisors LLC | 1,963 | $124.2K | 0.08% | −26−1.3% | Reduced |
| LRI Investments, LLC | 1,965 | $124.3K | 0.03% | +1,965 | New |
| West Branch Capital LLC | 1,969 | $124.5K | 0.05% | −123−5.9% | Reduced |
| Grove Bank & Trust | 1,994 | $126.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,118 | $134.0K | 0.06% | −571−21.2% | Reduced |
| Operose Advisors LLC | 2,133 | $134.9K | 0.05% | +1,608+306.3% | Added |
| Ronald Blue Trust, Inc. | 2,136 | $135.1K | 0.00% | −1,891−47.0% | Reduced |
| HM Payson & Co | 2,157 | $136.4K | 0.00% | +114+5.6% | Added |
| Duncker Streett & Co Inc | 2,160 | $136.6K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,185 | $138.2K | 0.10% | +40+1.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,241 | $141.7K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 2,263 | $143.1K | 0.00% | +2,263 | New |
| JFS Wealth Advisors, LLC | 2,264 | $143.2K | 0.01% | +94+4.3% | Added |
| Belmont Capital, LLC | 2,282 | $144.3K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,305 | $145.8K | 0.02% | −550−19.3% | Reduced |
| Gleason Group, Inc. | 2,370 | $149.9K | 0.03% | +22+0.9% | Added |
| Mather Group, LLC. | 2,983 | $153.4K | 0.00% | +2,983 | New |
| SRS Capital Advisors, Inc. | 2,451 | $155.0K | 0.02% | +15+0.6% | Added |
| City State Bank | 2,557 | $162.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,572 | $163.0K | 0.03% | −600−18.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,625 | $166.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,669 | $168.8K | 0.01% | −606−18.5% | Reduced |
| Ancora Advisors, LLC | 2,688 | $170.0K | 0.00% | −3−0.1% | Reduced |
| First Foundation Advisors | 2,742 | $173.4K | 0.01% | +468+20.6% | Added |
| MV Capital Management, Inc. | 2,792 | $176.6K | 0.02% | −603−17.8% | Reduced |
| Central Trust Co | 2,813 | $177.9K | 0.00% | −1,028−26.8% | Reduced |
| Rothschild Investment LLC | 2,831 | $179.0K | 0.01% | +257+10.0% | Added |
| Wunderlich Capital Managemnt | 2,833 | $179.2K | 0.08% | −153−5.1% | Reduced |
| Silvant Capital Management LLC | 2,906 | $183.8K | 0.01% | 00.0% | Unchanged |