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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 5,163 | $324.0K | 0.04% | −1,001−16.2% | Reduced |
| Pingora Partners LLC | 5,130 | $324.4K | 0.24% | +170+3.4% | Added |
| Rakuten Securities, Inc. | 5,150 | $325.7K | 0.14% | +4,471+658.5% | Added |
| Exchange Traded Concepts, LLC | 5,185 | $327.9K | 0.01% | +5,069+4,369.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 5,189 | $328.2K | 0.10% | −762−12.8% | Reduced |
| BOS Asset Management, LLC | 5,195 | $328.5K | 0.17% | −2,903−35.8% | Reduced |
| Polymer Capital Management (HK) LTD | 5,200 | $328.8K | 0.08% | +5,200 | New |
| Hancock Whitney Corp | 5,209 | $329.4K | 0.01% | −940−15.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,225 | $330.4K | 0.09% | +5,225 | New |
| Advisory Alpha, LLC | 5,245 | $331.7K | 0.01% | +587+12.6% | Added |
| Sierra Summit Advisors LLC | 5,260 | $332.6K | 0.09% | +1,300+32.8% | Added |
| Gibbs Wealth Management | 5,264 | $332.9K | 0.19% | +5,264 | New |
| Good Life Advisors, LLC | 5,279 | $333.8K | 0.03% | −1,938−26.9% | Reduced |
| Vicus Capital | 5,285 | $334.2K | 0.03% | +86+1.7% | Added |
| Simon Quick Advisors, LLC | 5,289 | $334.5K | 0.03% | +1,369+34.9% | Added |
| Sound View Wealth Advisors Group, LLC | 5,314 | $336.1K | 0.04% | −653−10.9% | Reduced |
| PDS Planning, Inc | 5,327 | $336.9K | 0.04% | +831+18.5% | Added |
| Financial Advocates Investment Management | 5,349 | $338.3K | 0.02% | +400+8.1% | Added |
| Wesbanco Bank Inc | 5,349 | $338.3K | 0.01% | +5,349 | New |
| Peoples Bank | 5,370 | $339.6K | 0.27% | −400−6.9% | Reduced |
| Avidian Wealth Solutions, LLC | 5,371 | $339.7K | 0.02% | +395+7.9% | Added |
| MONECO Advisors, LLC | 5,385 | $340.6K | 0.05% | +872+19.3% | Added |
| SpiderRock Advisors, LLC | 5,831 | $341.9K | 0.01% | +5,831 | New |
| Beverly Hills Private Wealth, LLC | 5,407 | $341.9K | 0.08% | −414−7.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,426 | $343.1K | 0.01% | +9+0.2% | Added |
| Harbour Investments, Inc. | 5,429 | $343.3K | 0.01% | +819+17.8% | Added |
| Nicholas Hoffman & Company, LLC. | 5,429 | $343.4K | 0.02% | −709−11.6% | Reduced |
| Gateway Advisory, LLC | 5,432 | $343.5K | 0.06% | +5,432 | New |
| Marcum Wealth, LLC | 5,433 | $343.6K | 0.03% | +252+4.9% | Added |
| Stonegate Investment Group, LLC | 5,440 | $344.0K | 0.01% | +5,440 | New |
| Gradient Investments LLC | 5,461 | $345.4K | 0.01% | −778−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,637 | $345.7K | 0.03% | +1,417+33.6% | Added |
| Integrity Financial Corp | 5,483 | $346.7K | 0.24% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,536 | $350.1K | 0.04% | +50+0.9% | Added |
| SJS Investment Consulting Inc. | 5,539 | $350.3K | 0.07% | +214+4.0% | Added |
| Flynn Zito Capital Management, LLC | 5,545 | $350.7K | 0.18% | −107−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,545 | $351.0K | 0.04% | −180−3.1% | Reduced |
| Compagnie Lombard Odier SCmA | 5,553 | $351.2K | 0.01% | −1,530−21.6% | Reduced |
| Wellington Wealth Strategies, LLC. | 5,581 | $352.9K | 0.17% | +5,581 | New |
| AlphaStar Capital Management, LLC | 5,592 | $353.6K | 0.04% | +5,592 | New |
| Waterloo Capital, L.P. | 5,595 | $353.9K | 0.05% | −462−7.6% | Reduced |
| Prelude Capital Management, LLC | 5,619 | $355.3K | 0.02% | −3,732−39.9% | Reduced |
| Goldstone Financial Group, LLC | 5,630 | $356.0K | 0.08% | +175+3.2% | Added |
| New Insight Wealth Advisors | 5,638 | $356.5K | 0.22% | −4,790−45.9% | Reduced |
| Sargent Investment Group, LLC | 5,638 | $356.5K | 0.08% | −2,088−27.0% | Reduced |
| Gilbert & Cook, Inc. | 5,667 | $358.4K | 0.05% | +20+0.4% | Added |
| NBC Securities, Inc. | 5,684 | $359.0K | 0.03% | −581−9.3% | Reduced |
| Bluefin Capital Management, LLC | 5,691 | $359.9K | 0.06% | −1,397,109−99.6% | Reduced |
| Capital Investment Advisory Services, LLC | 5,695 | $360.2K | 0.04% | −116−2.0% | Reduced |
| IFG Advisors, LLC | 5,713 | $361.3K | 0.09% | −4−0.1% | Reduced |
| Hayek Kallen Investment Management | 5,717 | $362.0K | 0.14% | +961+20.2% | Added |
| Keel Point, LLC | 5,730 | $362.3K | 0.04% | +1,023+21.7% | Added |
| Anchor Capital Advisors LLC | 5,735 | $362.7K | 0.01% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,765 | $364.6K | 0.04% | +5,765 | New |
| NTV Asset Management LLC | 5,782 | $365.7K | 0.06% | +5,782 | New |
| Aaron Wealth Advisors | 5,791 | $366.2K | 0.05% | +1,661+40.2% | Added |
| Oldfield Partners LLP | 5,800 | $366.8K | 0.05% | −2,068,055−99.7% | Reduced |
| Grandview Asset Management LLC | 5,802 | $367.0K | 0.17% | +1,048+22.0% | Added |
| Gries Financial LLC | 5,824 | $368.3K | 0.06% | +700+13.7% | Added |
| LifePro Asset Management | 5,835 | $369.0K | 0.24% | +5,835 | New |
| Jeppson Wealth Management, LLC | 5,839 | $369.3K | 0.14% | −69−1.2% | Reduced |
| Eads & Heald Wealth Management | 5,853 | $370.0K | 0.17% | −1,282−18.0% | Reduced |
| Focus Financial Network, Inc. | 6,409 | $373.8K | 0.02% | +6,409 | New |
| Bright Futures Wealth Management, LLC. | 6,076 | $374.0K | 0.20% | +6,076 | New |
| Continuum Advisory, LLC | 5,910 | $374.2K | 0.06% | −3,545−37.5% | Reduced |
| New Vernon Capital Holdings II LLC | 5,921 | $374.4K | 0.19% | +5,921 | New |
| Intelligence Driven Advisers, LLC | 5,930 | $375.0K | 0.06% | −67−1.1% | Reduced |
| Allstate Corp | 5,972 | $377.7K | 0.03% | −303−4.8% | Reduced |
| Cohen & Steers, Inc. | 5,984 | $378.0K | 0.00% | −729−10.9% | Reduced |
| Jmac Enterprises LLC | 5,986 | $378.6K | 0.07% | +795+15.3% | Added |
| Northwest Bancshares, Inc. | 5,994 | $379.1K | 0.06% | −954−13.7% | Reduced |
| Northern Financial Advisors Inc | 6,000 | $379.4K | 0.30% | +3+0.1% | Added |
| LexAurum Advisors, LLC | 6,022 | $380.8K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 6,043 | $382.1K | 0.05% | −233−3.7% | Reduced |
| DCM Advisors, LLC | 6,082 | $384.6K | 0.16% | −6,314−50.9% | Reduced |
| Perennial Investment Advisors, LLC | 6,085 | $384.8K | 0.06% | −25−0.4% | Reduced |
| Montecito Bank & Trust | 6,096 | $385.5K | 0.08% | −2,400−28.2% | Reduced |
| FourThought Financial Partners, LLC | 6,098 | $385.6K | 0.04% | −321−5.0% | Reduced |
| IPG Investment Advisors LLC | 6,112 | $386.5K | 0.08% | +150+2.5% | Added |
| Total Clarity Wealth Management, Inc. | 6,119 | $387.0K | 0.13% | +276+4.7% | Added |
| LVZ Advisors, Inc. | 6,124 | $387.3K | 0.05% | −3,598−37.0% | Reduced |
| FDx Advisors, Inc. | 6,141 | $388.0K | 0.06% | −3,059−33.3% | Reduced |
| Fortis Advisors, LLC | 6,150 | $388.9K | 0.26% | +6,150 | New |
| Shell Asset Management Co | 6,130 | $389.0K | 0.02% | +6,130 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,169 | $390.1K | 0.06% | +559+10.0% | Added |
| Prosperity Consulting Group, LLC | 6,231 | $394.1K | 0.05% | +907+17.0% | Added |
| Banque Pictet & Cie SA | 6,240 | $394.6K | 0.00% | −1,520−19.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,260 | $395.9K | 0.13% | −625−9.1% | Reduced |
| Altfest L J & Co Inc | 6,254 | $396.0K | 0.06% | +224+3.7% | Added |
| Field & Main Bank | 6,288 | $397.7K | 0.15% | −722−10.3% | Reduced |
| Loomis Sayles & Co L P | 6,309 | $399.0K | 0.00% | +5,551+732.3% | Added |
| Family Legacy, Inc. | 6,330 | $400.3K | 0.14% | +179+2.9% | Added |
| Cutler Group LP | 6,363 | $402.0K | 0.20% | −268,081−97.7% | Reduced |
| Hoylecohen, LLC | 6,390 | $404.1K | 0.03% | −1,545−19.5% | Reduced |
| West Family Investments, Inc. | 6,394 | $404.4K | 0.13% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,396 | $404.5K | 0.08% | +31+0.5% | Added |
| Cim Investment Mangement Inc | 6,448 | $407.8K | 0.12% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | – | $408.6K | 0.01% | – | New |
| Geneos Wealth Management Inc. | 6,463 | $408.7K | 0.02% | +437+7.3% | Added |
| Shepherd Financial Partners LLC | 6,465 | $408.8K | 0.05% | +42+0.7% | Added |