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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 4,004 | $253.2K | 0.01% | −488,674−99.2% | Reduced |
| Norway Savings Bank | 4,005 | $253.3K | 0.11% | −1,253−23.8% | Reduced |
| All Terrain Financial Advisors, LLC | 4,028 | $254.7K | 0.11% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4,034 | $255.1K | 0.01% | +4,034 | New |
| Successful Portfolios LLC | 4,043 | $255.7K | 0.17% | −31−0.8% | Reduced |
| Baxter Bros Inc | 4,064 | $257.0K | 0.03% | −379−8.5% | Reduced |
| Old North State Trust, LLC | 4,064 | $257.0K | 0.22% | +4,064 | New |
| Circle Wealth Management, LLC | 4,071 | $257.4K | 0.01% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 4,083 | $258.2K | 0.14% | −32−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,085 | $258.4K | 0.01% | −3,772−48.0% | Reduced |
| Catalyst Financial Partners LLC | 4,443 | $258.4K | 0.07% | +265+6.3% | Added |
| Leuthold Group, LLC | 4,092 | $258.8K | 0.03% | −175−4.1% | Reduced |
| Parcion Private Wealth LLC | 4,094 | $258.9K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 4,100 | $259.3K | 0.26% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 5,043 | $259.4K | 0.19% | −967−16.1% | Reduced |
| Eagle Strategies LLC | 4,116 | $260.3K | 0.06% | +4,116 | New |
| Navis Wealth Advisors, LLC | 4,122 | $260.7K | 0.31% | +22+0.5% | Added |
| Accurate Wealth Management, LLC | 4,441 | $262.7K | 0.08% | −1,152−20.6% | Reduced |
| Gray Wealth Management Inc. | 4,154 | $262.7K | 0.12% | −19−0.5% | Reduced |
| Skopos Labs, Inc. | 4,213 | $267.4K | 0.12% | −386−8.4% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $268.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,248 | $268.6K | 0.02% | +4,248 | New |
| Lifestyle Asset Management, Inc. | 4,249 | $268.7K | 0.16% | −751−15.0% | Reduced |
| Strategic Financial Concepts, LLC | 4,254 | $269.0K | 0.06% | +4,254 | New |
| Hyman Charles D | 4,274 | $270.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,286 | $271.0K | 0.01% | +4,286 | New |
| Applied Capital LLC | 4,294 | $271.6K | 0.22% | −120−2.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,295 | $271.6K | 0.04% | +164+4.0% | Added |
| United Community Bank | 4,298 | $271.8K | 0.11% | +16+0.4% | Added |
| X-Square Capital, LLC | 4,452 | $273.0K | 0.13% | −169−3.7% | Reduced |
| InterOcean Capital Group, LLC | 4,319 | $273.2K | 0.01% | +4,319 | New |
| Gryphon Financial Partners LLC | 4,335 | $274.1K | 0.05% | −11,226−72.1% | Reduced |
| OneAscent Financial Services LLC | 4,352 | $275.0K | 0.03% | −277−6.0% | Reduced |
| Zions Bancorporation, N.A. | 4,362 | $275.9K | 0.02% | −153−3.4% | Reduced |
| Guardian Wealth Advisors, LLC | 4,388 | $277.5K | 0.03% | +407+10.2% | Added |
| Ti-Trust, Inc | 4,389 | $277.6K | 0.20% | +4,389 | New |
| Orca Investment Management, LLC | 4,393 | $277.8K | 0.26% | −617−12.3% | Reduced |
| Delta Financial Group, Inc. | 4,417 | $279.0K | 0.08% | −979−18.1% | Reduced |
| Richwood Investment Advisors, LLC | 4,427 | $280.0K | 0.25% | −260−5.5% | Reduced |
| Eudaimonia Partners, LLC | 4,429 | $280.1K | 0.07% | +256+6.1% | Added |
| Reuter James Wealth Management, LLC | 4,431 | $280.2K | 0.19% | +3+0.1% | Added |
| Tarbox Family Office, Inc. | 4,432 | $280.3K | 0.05% | 00.0% | Unchanged |
| Cedrus LLC | 4,444 | $281.1K | 0.15% | +189+4.4% | Added |
| Hansen & Associates Financial Group, Inc. | 4,754 | $281.2K | 0.16% | +4,754 | New |
| Trueblood Wealth Management, LLC | 4,458 | $281.9K | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,463 | $282.2K | 0.08% | −7−0.2% | Reduced |
| Raleigh Capital Management Inc. | 4,464 | $282.3K | 0.12% | +203+4.8% | Added |
| Associated Banc-Corp | 4,465 | $282.4K | 0.01% | −12−0.3% | Reduced |
| Lee Financial Co | 4,473 | $282.9K | 0.05% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 4,475 | $283.0K | 0.10% | +443+11.0% | Added |
| Evercore Wealth Management, LLC | 4,496 | $284.3K | 0.00% | −657−12.7% | Reduced |
| Gs Investments, Inc. | 4,499 | $284.5K | 0.14% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,501 | $284.6K | 0.02% | +4,501 | New |
| ABN AMRO Bank N.V. | 4,501 | $284.7K | 0.00% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,504 | $284.8K | 0.01% | +4,504 | New |
| O'Rourke & Company, Inc | 4,508 | $285.0K | 0.17% | +297+7.1% | Added |
| Berkeley Capital Partners, LLC | 4,525 | $286.1K | 0.09% | +4,525 | New |
| FinTrust Capital Advisors, LLC | 4,525 | $286.2K | 0.06% | −210−4.4% | Reduced |
| Avantax Planning Partners, Inc. | 4,528 | $286.3K | 0.01% | +558+14.1% | Added |
| Machina Capital S.A.S. | 4,534 | $286.7K | 0.15% | −2,941−39.3% | Reduced |
| Prentice Wealth Management LLC | 4,549 | $287.7K | 0.10% | −375−7.6% | Reduced |
| TBH Global Asset Management, LLC | 4,576 | $289.4K | 0.06% | +4,576 | New |
| Mission Wealth Management, LP | 4,605 | $291.2K | 0.01% | +4,605 | New |
| Samalin Investment Counsel, LLC | 4,607 | $291.3K | 0.14% | −28−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 4,613 | $291.8K | 0.02% | −727−13.6% | Reduced |
| Nwam LLC | 4,681 | $291.9K | 0.02% | −1,420−23.3% | Reduced |
| Glen Eagle Advisors, LLC | 4,649 | $294.0K | 0.06% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 4,681 | $296.0K | 0.05% | +26+0.6% | Added |
| Zullo Investment Group, Inc. | 4,697 | $297.0K | 0.14% | +446+10.5% | Added |
| Requisite Capital Management, LLC | 4,736 | $299.5K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,738 | $299.6K | 0.04% | +35+0.7% | Added |
| Sightline Wealth Advisors, LLC | 4,777 | $302.1K | 0.20% | +36+0.8% | Added |
| Blueprint Investment Partners LLC | 4,796 | $303.3K | 0.06% | +4,796 | New |
| Pine Valley Investments Ltd Liability Co | 4,796 | $303.3K | 0.02% | −75−1.5% | Reduced |
| Woodward Diversified Capital, LLC | 4,800 | $303.6K | 0.19% | +236+5.2% | Added |
| Callan Capital, LLC | 4,810 | $304.2K | 0.03% | +4,810 | New |
| TrueWealth Advisors, LLC | 4,830 | $305.5K | 0.12% | −85−1.7% | Reduced |
| Paulson Wealth Management Inc. | 4,835 | $305.8K | 0.09% | −300−5.8% | Reduced |
| EPG Wealth Management LLC | 4,838 | $306.0K | 0.07% | −87−1.8% | Reduced |
| Fortune Financial Advisors, LLC | 4,842 | $306.2K | 0.19% | −342−6.6% | Reduced |
| Keudell/Morrison Wealth Management | 4,862 | $307.5K | 0.09% | +4,862 | New |
| Brown Brothers Harriman & Co | 4,898 | $309.8K | 0.00% | +2,836+137.5% | Added |
| Dimension Capital Management LLC | 4,899 | $309.8K | 0.06% | −299−5.8% | Reduced |
| CFM Wealth Partners LLC | 4,899 | $309.8K | 0.06% | −200−3.9% | Reduced |
| Onefund, LLC | 4,898 | $310.8K | 0.37% | −163−3.2% | Reduced |
| Accel Wealth Management | 4,919 | $311.1K | 0.13% | +185+3.9% | Added |
| Keystone Financial Group | 4,938 | $312.3K | 0.05% | +326+7.1% | Added |
| Main Street Financial Solutions, LLC | 4,946 | $312.8K | 0.03% | −33−0.7% | Reduced |
| Ambassador Advisors, LLC | 4,983 | $315.1K | 0.06% | +4,983 | New |
| Pointe Capital Management LLC | 4,996 | $315.9K | 0.20% | −225−4.3% | Reduced |
| Ethos Financial Group, LLC | 4,990 | $316.0K | 0.06% | −977−16.4% | Reduced |
| Harbor Advisors LLC | 5,000 | $316.2K | 0.06% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,156 | $318.6K | 0.13% | −504−8.9% | Reduced |
| Everpar Advisors LLC | 5,076 | $321.0K | 0.20% | −5,897−53.7% | Reduced |
| Principal Street Partners, LLC | 5,076 | $321.4K | 0.06% | −186−3.5% | Reduced |
| Madison Wealth Partners, Inc | 5,088 | $321.7K | 0.12% | −746−12.8% | Reduced |
| FNY Investment Advisers, LLC | 5,100 | $322.0K | 0.21% | +2,930+135.0% | Added |
| Alta Advisers Ltd | 5,100 | $322.5K | 0.16% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,100 | $322.5K | 0.15% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,100 | $322.5K | 0.06% | +248+5.1% | Added |