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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 8,615 | $544.6K | 0.01% | +2,174+33.8% | Added |
| Citizens Financial Group Inc | 8,628 | $545.6K | 0.02% | −114,495−93.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 8,667 | $548.1K | 0.09% | +3,954+83.9% | Added |
| Concord Asset Management, LLC | 8,701 | $550.3K | 0.14% | +1,070+14.0% | Added |
| WBI Investments | 8,734 | $552.3K | 0.11% | −37,769−81.2% | Reduced |
| GeoWealth Management, LLC | 8,764 | $554.2K | 0.02% | +2,772+46.3% | Added |
| Exencial Wealth Advisors, LLC | 8,781 | $555.3K | 0.02% | +678+8.4% | Added |
| Steinberg Asset Management LLC | 8,782 | $555.4K | 0.47% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,801 | $556.5K | 0.23% | −119−1.3% | Reduced |
| FCG Investment Co | 8,808 | $557.0K | 0.45% | +1,220+16.1% | Added |
| Parkside Financial Bank & Trust | 8,812 | $557.3K | 0.09% | +704+8.7% | Added |
| Modera Wealth Management, LLC | 8,912 | $563.6K | 0.01% | +455+5.4% | Added |
| Boyd Watterson Asset Management LLC | 8,945 | $565.7K | 0.20% | +5,730+178.2% | Added |
| RFG Advisory, LLC | 8,975 | $567.6K | 0.02% | −481−5.1% | Reduced |
| Kathmere Capital Management, LLC | 9,005 | $569.5K | 0.07% | +1,920+27.1% | Added |
| Tyche Wealth Partners LLC | 9,018 | $570.3K | 0.14% | +52+0.6% | Added |
| Brave Asset Management Inc | 9,024 | $570.7K | 0.15% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 9,026 | $570.8K | 0.21% | −674−6.9% | Reduced |
| WNY Asset Management, LLC | 9,081 | $574.3K | 0.09% | −619−6.4% | Reduced |
| Van Leeuwen & Company, LLC | 9,164 | $579.5K | 0.29% | −2,902−24.1% | Reduced |
| Cabot Wealth Management Inc | 9,183 | $580.7K | 0.08% | +86+0.9% | Added |
| Summit Financial, LLC | 9,213 | $582.6K | 0.03% | +1,464+18.9% | Added |
| Mount Vernon Associates Inc | 9,270 | $586.0K | 0.50% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 9,288 | $587.4K | 0.09% | +9,288 | New |
| Cantor Fitzgerald, L. P. | 9,308 | $588.6K | 0.14% | −1,970−17.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,326 | $589.8K | 0.02% | −4,214−31.1% | Reduced |
| Thrive Wealth Management, LLC | 9,384 | $593.5K | 0.12% | −1,053−10.1% | Reduced |
| Wall Street Access Asset Management, LLC | 9,394 | $594.0K | 0.25% | +2,427+34.8% | Added |
| HBK Sorce Advisory LLC | 9,443 | $597.2K | 0.02% | +2,278+31.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,451 | $597.7K | 0.02% | +54+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,500 | $600.8K | 0.36% | +2,300+31.9% | Added |
| SageView Advisory Group, LLC | 9,515 | $601.8K | 0.03% | −4,846−33.7% | Reduced |
| Bank of Hawaii | 9,529 | $602.6K | 0.03% | +9,529 | New |
| Retirement Planning Co of New England, Inc. | 9,534 | $603.0K | 0.33% | −12,065−55.9% | Reduced |
| Claro Advisors LLC | 9,565 | $604.9K | 0.11% | −138−1.4% | Reduced |
| Marco Investment Management LLC | 9,577 | $605.6K | 0.06% | −35−0.4% | Reduced |
| Western Wealth Management, LLC | 9,590 | $606.5K | 0.05% | +292+3.1% | Added |
| Fukoku Mutual Life Insurance Co | 9,748 | $616.5K | 0.05% | +2,838+41.1% | Added |
| Smartleaf Asset Management LLC | 9,832 | $617.0K | 0.12% | +4,430+82.0% | Added |
| Gallacher Capital Management LLC | 9,766 | $617.6K | 0.31% | −2,417−19.8% | Reduced |
| Avestar Capital, LLC | 9,782 | $618.7K | 0.07% | +2,555+35.4% | Added |
| One Wealth Advisors, LLC | 9,845 | $622.6K | 0.11% | +30+0.3% | Added |
| Global Retirement Partners, LLC | 9,951 | $629.3K | 0.02% | +307+3.2% | Added |
| Becker Capital Management Inc | 9,979 | $631.1K | 0.02% | −56−0.6% | Reduced |
| Herold Advisors, Inc. | 9,986 | $631.5K | 0.15% | 00.0% | Unchanged |
| Quaker Capital Investments, LLC | 10,000 | $632.4K | 0.24% | −28,450−74.0% | Reduced |
| EJF Capital LLC | 10,000 | $632.4K | 0.44% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 10,000 | $632.4K | 0.09% | +10,000 | New |
| Private Trust Co NA | 10,010 | $633.0K | 0.07% | +895+9.8% | Added |
| Graypoint LLC | 10,011 | $633.1K | 0.05% | +31+0.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,038 | $634.8K | 0.16% | −20−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 10,092 | $638.2K | 0.05% | +2,200+27.9% | Added |
| Krilogy Financial LLC | 10,147 | $641.7K | 0.05% | +10,147 | New |
| Steel Peak Wealth Management LLC | 10,195 | $644.7K | 0.03% | −67,465−86.9% | Reduced |
| Intellectus Partners, LLC | 10,256 | $648.6K | 0.17% | −1,550−13.1% | Reduced |
| Balboa Wealth Partners | 10,288 | $650.6K | 0.21% | +913+9.7% | Added |
| Atlas Brown,Inc. | 10,375 | $656.1K | 0.24% | −4,055−28.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 10,385 | $656.7K | 0.17% | +801+8.4% | Added |
| Titleist Asset Management, LLC | 10,408 | $658.2K | 0.12% | +2,031+24.2% | Added |
| Boston Financial Mangement LLC | 10,430 | $659.6K | 0.02% | −115−1.1% | Reduced |
| Clarius Group, LLC | 10,461 | $661.6K | 0.05% | −164−1.5% | Reduced |
| Westside Investment Management, Inc. | 10,559 | $667.9K | 0.16% | −225−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 10,583 | $669.2K | 0.03% | +271+2.6% | Added |
| Waldron Private Wealth LLC | 10,647 | $673.3K | 0.03% | +2,962+38.5% | Added |
| RMR Wealth Builders | 10,686 | $675.8K | 0.08% | +296+2.8% | Added |
| NBT Bank N A | 10,722 | $678.1K | 0.05% | −967−8.3% | Reduced |
| Deseret Mutual Benefit Administrators | 10,862 | $686.9K | 0.34% | −92−0.8% | Reduced |
| Summit Global Investments | 10,940 | $690.0K | 0.05% | +2,687+32.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,914 | $690.2K | 0.17% | −175−1.6% | Reduced |
| Tobam | 11,013 | $696.0K | 0.06% | −679−5.8% | Reduced |
| Investors Research Corp | 11,034 | $697.8K | 0.16% | −475−4.1% | Reduced |
| Fusion Capital, LLC | 11,034 | $697.8K | 0.32% | +3,029+37.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,040 | $698.0K | 0.01% | −2,104−16.0% | Reduced |
| NewEdge Wealth, LLC | 11,404 | $701.8K | 0.02% | +3,576+45.7% | Added |
| Sentry Investment Management LLC | 11,095 | $702.0K | 0.27% | +10,284+1,268.1% | Added |
| Delap Wealth Advisory, LLC | 11,147 | $704.9K | 0.28% | +11,147 | New |
| My Legacy Advisors, LLC | 11,152 | $705.3K | 0.24% | +2,890+35.0% | Added |
| Spire Wealth Management | 11,172 | $706.5K | 0.02% | −2,734−19.7% | Reduced |
| Capital Management Associates | 11,195 | $708.0K | 0.84% | −870−7.2% | Reduced |
| WSFS Capital Management, LLC | 11,205 | $708.6K | 0.04% | −63−0.6% | Reduced |
| Planning Capital Management Corp | 11,206 | $708.7K | 0.52% | +1,648+17.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,244 | $711.1K | 0.02% | +11+0.1% | Added |
| Sterneck Capital Management, LLC | 11,262 | $712.2K | 0.43% | −498−4.2% | Reduced |
| Stephenson National Bank & Trust | 11,293 | $714.2K | 0.25% | +1,606+16.6% | Added |
| Pine Harbor Wealth Management, LLC | 11,325 | $716.2K | 0.45% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,375 | $719.0K | 0.09% | −2,090−15.5% | Reduced |
| Change Path, LLC | 11,385 | $719.0K | 0.03% | +6,262+122.2% | Added |
| Scientech Research LLC | 11,380 | $719.7K | 0.38% | +11,380 | New |
| Hilltop Holdings Inc. | 11,434 | $723.1K | 0.08% | −16−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 11,463 | $724.9K | 0.04% | −1,221−9.6% | Reduced |
| Hollencrest Capital Management | 11,513 | $728.1K | 0.03% | 00.0% | Unchanged |
| Aviso Wealth Management | 11,519 | $728.4K | 0.46% | −783−6.4% | Reduced |
| Flagship Harbor Advisors, LLC | 11,520 | $728.5K | 0.05% | −2,049−15.1% | Reduced |
| Concord Wealth Partners | 11,534 | $729.4K | 0.13% | +1,686+17.1% | Added |
| Intrust Bank NA | 11,572 | $731.8K | 0.08% | +679+6.2% | Added |
| Hunter Associates Investment Management LLC | 11,640 | $735.0K | 0.12% | −400−3.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 11,639 | $736.0K | 0.18% | +660+6.0% | Added |
| Personal Cfo Solutions, LLC | 11,652 | $736.9K | 0.11% | +354+3.1% | Added |
| First PREMIER Bank | 11,664 | $737.0K | 0.19% | 00.0% | Unchanged |
| Washington Trust Bank | 11,727 | $741.6K | 0.07% | −273−2.3% | Reduced |