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
- 1,778
- +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 | 2,644 | $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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 3,012 | $190.5K | 0.01% | +1,433+90.8% | Added |
| Crewe Advisors LLC | 3,038 | $192.1K | 0.02% | +3,038 | New |
| Nemes Rush Group LLC | 3,048 | $192.8K | 0.03% | −14−0.5% | Reduced |
| Covestor Ltd | 3,056 | $194.0K | 0.12% | −1,228−28.7% | Reduced |
| Clear Street Markets LLC | 3,100 | $196.0K | 0.09% | +3,100 | New |
| Pinnacle Bancorp, Inc. | 3,130 | $197.9K | 0.06% | −63−2.0% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 3,175 | $200.8K | 0.09% | −2,126−40.1% | Reduced |
| Fishman Jay A Ltd | 3,175 | $200.8K | 0.02% | +3,175 | New |
| Cedar Brook Financial Partners, LLC | 3,185 | $201.4K | 0.04% | +3,185 | New |
| BluePath Capital Management, LLC | 3,188 | $201.6K | 0.16% | +3,188 | New |
| Aspen Investment Management Inc | 3,189 | $202.0K | 0.10% | +3,189 | New |
| Tower Bridge Advisors | 3,196 | $202.1K | 0.02% | −6,750−67.9% | Reduced |
| Bradley Foster & Sargent Inc | 3,196 | $202.1K | 0.00% | +3,196 | New |
| Gables Capital Management Inc. | 3,200 | $202.4K | 0.11% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,205 | $202.7K | 0.05% | +3,205 | New |
| Eagle Harbor Asset Management Inc | 3,208 | $202.9K | 0.22% | +3,208 | New |
| New Jersey Better Educational Savings Trust | 3,211 | $203.1K | 0.38% | +3,211 | New |
| Apexium Financial, LP | 3,230 | $204.3K | 0.02% | +3,230 | New |
| Millennium Capital Advisors, LLC | 3,239 | $204.8K | 0.14% | +3,239 | New |
| Frisch Financial Group, Inc. | 3,234 | $205.0K | 0.07% | +3,234 | New |
| Activest Wealth Management | 3,249 | $205.4K | 0.10% | −499−13.3% | Reduced |
| Bank Ozk | 3,255 | $205.8K | 0.09% | −2,269−41.1% | Reduced |
| RDA Financial Network | 3,270 | $206.8K | 0.07% | +3,270 | New |
| David Loasby | 3,358 | $207.0K | 0.02% | +3,358 | New |
| Howard Capital Management Inc. | 3,275 | $207.1K | 0.02% | +3,275 | New |
| New Covenant Trust Company, N.A. | 3,278 | $207.3K | 0.21% | +3,278 | New |
| Embree Financial Group | 3,279 | $207.4K | 0.04% | +3,279 | New |
| Whitener Capital Management, Inc. | 3,299 | $208.7K | 0.07% | +3,299 | New |
| Keeley-Teton Advisors, LLC | 3,300 | $208.7K | 0.03% | +3,300 | New |
| TRUE Private Wealth Advisors | 3,305 | $209.0K | 0.02% | −840−20.3% | Reduced |
| Private Capital Management LLC | 3,307 | $209.1K | 0.05% | +3,307 | New |
| Visionary Wealth Advisors | 3,310 | $209.3K | 0.01% | +3,310 | New |
| Sage Mountain Advisors LLC | 3,320 | $210.0K | 0.02% | +3,320 | New |
| Pavion Blue Capital, LLC | 3,330 | $210.6K | 0.10% | +3,330 | New |
| Mirabella Financial Services LLP | 3,338 | $210.7K | 0.02% | −2,762−45.3% | Reduced |
| BancorpSouth Bank | 3,343 | $211.4K | 0.02% | +3,343 | New |
| Caldwell Trust Co | 3,358 | $212.4K | 0.02% | +350+11.6% | Added |
| IVC Wealth Advisors LLC | 3,398 | $214.9K | 0.12% | +3,398 | New |
| Eagle Global Advisors LLC | 3,400 | $215.0K | 0.01% | +3,400 | New |
| Source Financial Advisors LLC | 3,405 | $215.3K | 0.07% | +3,405 | New |
| Epoch Investment Partners, Inc. | 3,407 | $215.5K | 0.00% | +3,407 | New |
| Garrison Point Advisors, LLC | 3,410 | $215.6K | 0.14% | +3,410 | New |
| Lansing Street Advisors | 3,410 | $215.7K | 0.10% | +3,410 | New |
| Waller Financial Planning Group, Inc | 3,424 | $216.5K | 0.06% | −590−14.7% | Reduced |
| First Citizens Bank & Trust Co | 3,431 | $217.0K | 0.00% | +3,431 | New |
| Audent Global Asset Management, LLC | 3,450 | $218.2K | 0.22% | +3,450 | New |
| Buckley Wealth Management, LLC | 3,452 | $218.3K | 0.07% | +3,452 | New |
| Sanders Morris Harris LLC | 3,454 | $218.4K | 0.04% | +3,454 | New |
| BEAM Asset Management, LLC | 3,456 | $218.5K | 0.13% | +3,456 | New |
| Oak Harbor Wealth Partners, LLC | 3,460 | $218.8K | 0.07% | +3,460 | New |
| Aspiriant, LLC | 3,466 | $219.2K | 0.01% | +3,466 | New |
| Sterling Investment Counsel, LLC | 3,470 | $219.4K | 0.10% | +3,470 | New |
| Latitude Advisors, LLC | 3,474 | $219.7K | 0.14% | +3,474 | New |
| Shoker Investment Counsel, Inc. | 3,467 | $220.1K | 0.08% | +3,467 | New |
| Valley Brook Capital Group | 3,484 | $220.3K | 0.18% | +3,484 | New |
| First National Bank of Omaha | 3,107 | $220.6K | 0.02% | −1,385−30.8% | Reduced |
| AJOVista, LLC | 3,496 | $221.1K | 0.60% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 3,500 | $221.3K | 0.01% | +3,500 | New |
| Key Financial Inc | 3,511 | $222.0K | 0.06% | −14−0.4% | Reduced |
| Legacy Advisors, LLC | 3,513 | $222.2K | 0.03% | +3,513 | New |
| Wealthspire Advisors, LLC | 3,520 | $222.6K | 0.00% | −873−19.9% | Reduced |
| Confluence Wealth Services, Inc. | 3,564 | $225.4K | 0.02% | +3,564 | New |
| Napatree Capital LLC | 3,684 | $225.9K | 0.22% | −1,724−31.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,582 | $226.5K | 0.01% | +3,582 | New |
| Highlander Capital Management, LLC | 3,584 | $226.7K | 0.08% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,584 | $226.7K | 0.00% | +3,584 | New |
| Allied Investment Advisors, LLC | 3,585 | $226.7K | 0.05% | +3,585 | New |
| Wayfinding Financial, LLC | 3,647 | $228.0K | 0.13% | +3,647 | New |
| Vaughan David Investments LLC | 3,625 | $229.0K | 0.01% | +3,625 | New |
| Investmark Advisory Group LLC | 3,623 | $229.1K | 0.13% | +3,623 | New |
| Peoples Bank | 3,635 | $229.9K | 0.13% | +3,635 | New |
| Resurgent Financial Advisors LLC | 3,636 | $230.0K | 0.12% | −1,518−29.5% | Reduced |
| Main Street Group, LTD | 3,647 | $231.1K | 0.10% | +1,828+100.5% | Added |
| Calamos Wealth Management LLC | 3,672 | $232.2K | 0.01% | −1,016−21.7% | Reduced |
| Pacific Center for Financial Services | 3,695 | $233.7K | 0.07% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 3,713 | $234.8K | 0.01% | +3,713 | New |
| Avaii Wealth Management, LLC | 3,717 | $235.1K | 0.14% | +3,717 | New |
| Stablepoint Partners, LLC | 3,749 | $237.1K | 0.05% | +3,749 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,795 | $239.9K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,798 | $240.2K | 0.18% | −4,529−54.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,800 | $240.3K | 0.07% | +3,800 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,806 | $241.0K | 0.00% | −647−14.5% | Reduced |
| Beaumont Financial Advisors, LLC | 3,812 | $241.1K | 0.02% | +3,812 | New |
| Rosenblum Silverman Sutton S F Inc | 3,824 | $241.8K | 0.07% | −350−8.4% | Reduced |
| NFP Retirement, Inc. | 3,837 | $242.7K | 0.02% | +3,837 | New |
| Essex Savings Bank | 4,729 | $243.2K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,847 | $243.3K | 0.01% | +3,847 | New |
| RMB Capital Management, LLC | 3,847 | $243.3K | 0.01% | +3,847 | New |
| FirstPurpose Wealth LLC | 4,066 | $244.7K | 0.09% | −46−1.1% | Reduced |
| Beaton Management Co. Inc. | 3,892 | $246.0K | 0.13% | −100−2.5% | Reduced |
| Capital Advisors Inc | 3,893 | $246.2K | 0.01% | +3,893 | New |
| D'Orazio & Associates, Inc. | 3,895 | $246.3K | 0.04% | +3,895 | New |
| CoreCap Advisors, LLC | 3,905 | $247.0K | 0.01% | +3,905 | New |
| Legacy Financial Advisors, Inc. | 3,907 | $247.1K | 0.04% | −41−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 3,901 | $247.6K | 0.07% | +6+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,343 | $250.5K | 0.02% | +5,343 | New |
| DecisionPoint Financial, LLC | 4,000 | $250.6K | 0.10% | +4,000 | New |
| Lake Street Financial LLC | 3,988 | $252.2K | 0.03% | +3,988 | New |
| Roble, Belko & Company, Inc | 4,000 | $253.0K | 0.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,002 | $253.1K | 0.11% | +4,002 | New |