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
- 1,777
- +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
- 688 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Elkhorn Partners Limited Partnership | 6,500 | $411.0K | 0.30% | −1,000−13.3% | Reduced |
| Fiducient Advisors LLC | 6,500 | $411.1K | 0.08% | +6,500 | New |
| Sherbrooke Park Advisers LLC | 6,507 | $411.5K | 0.08% | −4,088−38.6% | Reduced |
| Cladis Investment Advisory, LLC | 6,511 | $411.8K | 0.30% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,552 | $414.4K | 0.12% | −585−8.2% | Reduced |
| Marino, Stram & Associates LLC | 6,582 | $416.2K | 0.10% | −412−5.9% | Reduced |
| Marex Group plc | 6,586 | $416.5K | 0.01% | −17,616−72.8% | Reduced |
| Cowa, LLC | 6,600 | $417.4K | 0.25% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,616 | $418.4K | 0.20% | −523−7.3% | Reduced |
| SevenBridge Financial Group, LLC | 6,852 | $421.5K | 0.10% | −2,600−27.5% | Reduced |
| Aurora Private Wealth, Inc. | 6,701 | $425.0K | 0.37% | −103−1.5% | Reduced |
| Bokf, NA | 6,719 | $426.4K | 0.01% | −2,099−23.8% | Reduced |
| Washington Capital Management Inc | 6,785 | $426.8K | 0.35% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,749 | $426.8K | 0.15% | −148−2.1% | Reduced |
| Crestwood Advisors Group LLC | 6,756 | $427.2K | 0.01% | +875+14.9% | Added |
| L2 Asset Management, LLC | 6,789 | $429.3K | 0.14% | +591+9.5% | Added |
| Mayflower Financial Advisors, LLC | 6,826 | $431.7K | 0.07% | −1,219−15.2% | Reduced |
| Certified Advisory Corp | 6,851 | $433.3K | 0.06% | −2,275−24.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $433.8K | 0.33% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,887 | $436.0K | 0.03% | −543−7.3% | Reduced |
| Elmwood Wealth Management, Inc. | 6,900 | $436.4K | 0.19% | +2,310+50.3% | Added |
| CVA Family Office, LLC | 6,950 | $439.5K | 0.08% | −325−4.5% | Reduced |
| First City Capital Management, Inc. | 6,968 | $440.7K | 0.24% | −50−0.7% | Reduced |
| Massmutual Trust Co FSB | 6,973 | $441.0K | 0.01% | +285+4.3% | Added |
| Seelaus Asset Management LLC | 6,990 | $442.0K | 0.44% | +376+5.7% | Added |
| Silverlake Wealth Management LLC | 6,995 | $442.4K | 0.23% | +14+0.2% | Added |
| Johnson Financial Group, Inc. | 7,016 | $443.7K | 0.02% | −2,523−26.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,083 | $447.9K | 0.01% | +43+0.6% | Added |
| Vanguard Capital Wealth Advisors | 7,087 | $448.2K | 0.32% | −464−6.1% | Reduced |
| Bryn Mawr Trust Co | 7,096 | $448.8K | 0.02% | +7,096 | New |
| Chapin Davis, Inc. | 7,128 | $450.8K | 0.16% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,152 | $452.3K | 0.07% | +44+0.6% | Added |
| Running Point Capital Advisors, LLC | 7,177 | $453.9K | 0.20% | −362−4.8% | Reduced |
| Proathlete Wealth Management LLC | 7,200 | $455.3K | 0.24% | −22−0.3% | Reduced |
| DCF Advisers, LLC | 7,250 | $458.5K | 0.28% | 00.0% | Unchanged |
| Greenfield Savings Bank | 7,258 | $459.0K | 0.24% | −600−7.6% | Reduced |
| FIL Ltd | 7,306 | $462.0K | 0.00% | −2,189−23.1% | Reduced |
| Imprint Wealth LLC | 7,306 | $463.6K | 0.11% | +1,296+21.6% | Added |
| Savvy Advisors, Inc. | 7,335 | $463.9K | 0.27% | −152−2.0% | Reduced |
| Bridgefront Capital, LLC | 7,349 | $464.8K | 0.35% | +7,349 | New |
| CFO4Life Group, LLC | 7,371 | $466.1K | 0.08% | −377−4.9% | Reduced |
| Moneta Group Investment Advisors LLC | 7,375 | $466.4K | 0.01% | +1,444+24.3% | Added |
| Marest Capital, LLC | 7,394 | $467.4K | 0.43% | +7,394 | New |
| Harvest Fund Management Co., Ltd | 7,395 | $468.0K | 0.04% | +6,063+455.2% | Added |
| Capital Square, LLC | 7,411 | $468.7K | 0.33% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,429 | $469.8K | 0.06% | +7,429 | New |
| KCM Investment Advisors LLC | 7,447 | $471.0K | 0.02% | +1,224+19.7% | Added |
| Stock Yards Bank & Trust Co | 7,451 | $471.2K | 0.02% | −2,339−23.9% | Reduced |
| AlTi Global, Inc. | 7,489 | $473.6K | 0.01% | +3,445+85.2% | Added |
| Opinicus Capital, Inc. | 7,493 | $473.8K | 0.42% | +122+1.7% | Added |
| Diker Management LLC | 7,500 | $474.3K | 0.39% | +3,500+87.5% | Added |
| Delta Asset Management LLC | 7,548 | $477.3K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 7,554 | $477.7K | 0.12% | −11,486−60.3% | Reduced |
| MCF Advisors LLC | 7,555 | $477.7K | 0.04% | +34+0.5% | Added |
| Quadrant Capital Group LLC | 7,588 | $479.9K | 0.04% | +644+9.3% | Added |
| Aft, Forsyth & Company, Inc. | 7,591 | $480.1K | 0.27% | −550−6.8% | Reduced |
| Cornerstone Wealth Management, LLC | 7,631 | $482.6K | 0.04% | −967−11.2% | Reduced |
| BSW Wealth Partners | 7,638 | $483.0K | 0.08% | +65+0.9% | Added |
| First National Bank | 7,639 | $483.1K | 0.37% | −100−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,651 | $483.9K | 0.02% | +1,255+19.6% | Added |
| Next Level Private LLC | 7,686 | $486.1K | 0.22% | −741−8.8% | Reduced |
| 9258 Wealth Management, LLC | 7,702 | $487.1K | 0.08% | +745+10.7% | Added |
| Buckingham Strategic Wealth, LLC | 7,706 | $487.3K | 0.01% | +240+3.2% | Added |
| Perritt Capital Management Inc | 7,707 | $487.4K | 0.26% | −415−5.1% | Reduced |
| Watts Gwilliam & Co., LLC | 7,679 | $488.3K | 0.15% | +7,679 | New |
| Johnson Investment Counsel Inc | 7,730 | $488.8K | 0.01% | +153+2.0% | Added |
| Catalytic Wealth RIA, LLC | 7,805 | $493.6K | 0.10% | +7,805 | New |
| North Star Investment Management Corp. | 7,805 | $493.6K | 0.04% | −1,954−20.0% | Reduced |
| Beta Wealth Group, Inc. | 7,818 | $494.4K | 0.24% | +107+1.4% | Added |
| Tocqueville Asset Management L.P. | 7,850 | $496.4K | 0.01% | −1,485−15.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,899 | $499.5K | 0.02% | −124−1.5% | Reduced |
| Bard Financial Services, Inc. | 7,945 | $502.4K | 0.05% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,985 | $505.0K | 0.15% | +235+3.0% | Added |
| Glaxis Capital Management, LLC | 8,000 | $505.9K | 0.95% | +8,000 | New |
| Parsons Capital Management Inc | 8,006 | $506.3K | 0.03% | +133+1.7% | Added |
| Powell Investment Advisors, LLC | 8,019 | $507.1K | 0.27% | −45−0.6% | Reduced |
| Portland Investment Counsel Inc. | 429,700 | $508.0K | 0.28% | −176,700−29.1% | Reduced |
| AdvisorNet Financial, Inc | 8,037 | $508.3K | 0.05% | +1,357+20.3% | Added |
| Mengis Capital Management, Inc. | 8,046 | $508.8K | 0.08% | +8,046 | New |
| Sciencast Management LP | 8,084 | $511.2K | 0.31% | −22,139−73.3% | Reduced |
| Brighton Jones LLC | 8,084 | $511.2K | 0.02% | +1,708+26.8% | Added |
| Wagner Wealth Management, LLC | 8,115 | $513.2K | 0.16% | +8,115 | New |
| Ridgewood Investments LLC | 8,176 | $517.1K | 0.27% | −18−0.2% | Reduced |
| Wealth Effects LLC | 8,200 | $518.6K | 0.19% | +2,600+46.4% | Added |
| Simmons Bank | 8,201 | $518.6K | 0.04% | −1,135−12.2% | Reduced |
| Brookstone Capital Management | 8,260 | $522.3K | 0.01% | −267,300−97.0% | Reduced |
| ASB Consultores, LLC | 8,316 | $525.9K | 0.14% | +8,316 | New |
| Acorn Financial Advisory Services Inc | 8,326 | $526.5K | 0.10% | −691−7.7% | Reduced |
| Investors Asset Management of Georgia Inc | 8,352 | $528.2K | 0.25% | −870−9.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,359 | $528.6K | 0.01% | −577−6.5% | Reduced |
| Flputnam Investment Management Co | 8,365 | $529.0K | 0.01% | −5−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 8,450 | $534.3K | 0.02% | +593+7.5% | Added |
| Lindbrook Capital, LLC | 8,487 | $536.7K | 0.05% | +399+4.9% | Added |
| US Asset Management LLC | 8,498 | $537.0K | 0.48% | −169−1.9% | Reduced |
| 626 Financial, LLC | 8,497 | $537.4K | 0.32% | +206+2.5% | Added |
| RBF Capital, LLC | 8,500 | $537.5K | 0.03% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 8,508 | $538.0K | 0.10% | −2,000−19.0% | Reduced |
| Balanced Rock Investment Advisor | 8,526 | $539.2K | 0.46% | −2,709−24.1% | Reduced |
| Main Street Research LLC | 8,597 | $540.9K | 0.04% | +8,597 | New |
| AlphaCore Capital LLC | 8,586 | $543.0K | 0.14% | +281+3.4% | Added |