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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 11,741 | $742.5K | 0.04% | +1,296+12.4% | Added |
| Hexagon Capital Partners LLC | 11,766 | $744.1K | 0.17% | −29−0.2% | Reduced |
| Pallas Capital Advisors LLC | 11,868 | $750.5K | 0.03% | +11,868 | New |
| Camelot Portfolios, LLC | 11,918 | $753.7K | 0.74% | −4,037−25.3% | Reduced |
| Nilsine Partners, LLC | 11,967 | $756.8K | 0.10% | +13+0.1% | Added |
| Trust Co of Toledo NA | 12,010 | $759.5K | 0.12% | +12,010 | New |
| Leo Wealth, LLC | 12,012 | $760.4K | 0.08% | −2,987−19.9% | Reduced |
| Breakwater Capital Group | 12,035 | $761.1K | 0.19% | +1,579+15.1% | Added |
| Rossmore Private Capital | 12,075 | $763.6K | 0.10% | −1,725−12.5% | Reduced |
| MWA Asset Management | 12,100 | $765.2K | 0.55% | +5,878+94.5% | Added |
| Fiduciary Trust Co | 12,187 | $770.7K | 0.01% | −392−3.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,252 | $774.8K | 0.06% | +12,252 | New |
| Schnieders Capital Management LLC | 12,280 | $776.6K | 0.16% | −957−7.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 12,328 | $779.6K | 0.68% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 12,383 | $783.1K | 0.43% | −691−5.3% | Reduced |
| Ballentine Partners, LLC | 12,388 | $783.4K | 0.01% | +4,657+60.2% | Added |
| Shikiar Asset Management Inc | 12,438 | $787.0K | 0.23% | −250−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 12,494 | $791.0K | 0.03% | −4,288−25.6% | Reduced |
| Power Wealth Management LLC | 12,523 | $792.0K | 0.50% | +1,262+11.2% | Added |
| Chilton Capital Management LLC | 12,532 | $792.5K | 0.04% | +822+7.0% | Added |
| Manchester Capital Management LLC | 12,543 | $793.2K | 0.10% | +200+1.6% | Added |
| Qtron Investments LLC | 12,586 | $795.9K | 0.11% | +1,287+11.4% | Added |
| Salzhauer Michael | 12,685 | $802.2K | 0.64% | −10,753−45.9% | Reduced |
| Affinity Investment Advisors, LLC | 12,702 | $803.3K | 0.59% | +12,702 | New |
| Asset Dedication, LLC | 12,763 | $804.0K | 0.06% | +197+1.6% | Added |
| Wedmont Private Capital | 13,075 | $806.2K | 0.06% | +1,379+11.8% | Added |
| Two Sigma Securities, LLC | 12,789 | $808.8K | 0.04% | −474,152−97.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12,797 | $809.3K | 0.29% | +1,100+9.4% | Added |
| Alterna Wealth Management, Inc | 12,819 | $810.7K | 0.81% | +4,529+54.6% | Added |
| SeaCrest Wealth Management, LLC | 12,848 | $812.5K | 0.10% | −2,399−15.7% | Reduced |
| NorthRock Partners, LLC | 13,015 | $823.1K | 0.03% | +752+6.1% | Added |
| Quadcap Wealth Management, LLC | 13,059 | $825.9K | 0.19% | −2,710−17.2% | Reduced |
| Greytown Advisors Inc. | 13,107 | $828.9K | 0.47% | −697−5.0% | Reduced |
| DMG Group, LLC | 13,160 | $832.2K | 0.72% | +38+0.3% | Added |
| CX Institutional | 13,246 | $837.7K | 0.04% | +538+4.2% | Added |
| Verdence Capital Advisors LLC | 13,329 | $843.0K | 0.08% | −355−2.6% | Reduced |
| Fort Sheridan Advisors LLC | 13,329 | $843.0K | 0.16% | +2,001+17.7% | Added |
| Triangle Securities Wealth Management | 13,406 | $847.8K | 0.24% | −56−0.4% | Reduced |
| BKM Wealth Management, LLC | 13,574 | $858.4K | 0.37% | +591+4.6% | Added |
| BTG Pactual Global Asset Management Ltd | 13,623 | $861.5K | 0.28% | +13,623 | New |
| Fulton Bank, N.A. | 13,797 | $872.5K | 0.04% | +65+0.5% | Added |
| Bank Hapoalim BM | 13,824 | $874.0K | 0.11% | −1,001−6.8% | Reduced |
| Modern Wealth Management, LLC | 13,822 | $874.1K | 0.08% | +13,822 | New |
| Cookson Peirce & Co Inc | 13,839 | $875.0K | 0.05% | +3,096+28.8% | Added |
| Baker Tilly Wealth Management, LLC | 13,844 | $875.5K | 0.16% | −230−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 13,878 | $877.6K | 0.02% | −3,456−19.9% | Reduced |
| SeaBridge Investment Advisors LLC | 14,015 | $886.3K | 0.23% | −1,180−7.8% | Reduced |
| Premier Path Wealth Partners, LLC | 14,017 | $886.4K | 0.17% | +125+0.9% | Added |
| EP Wealth Advisors, LLC | 14,029 | $887.2K | 0.01% | +2,510+21.8% | Added |
| Coastal Investment Advisors, Inc. | 14,062 | $889.3K | 0.18% | −1,073−7.1% | Reduced |
| Symmetry Partners, LLC | 14,080 | $890.0K | 0.07% | +4,676+49.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,108 | $892.2K | 0.00% | +14,108 | New |
| Wealth Quarterback LLC | 14,119 | $892.9K | 0.50% | −4,803−25.4% | Reduced |
| J.W. Cole Advisors, Inc. | 14,128 | $893.5K | 0.05% | +1,431+11.3% | Added |
| Trajan Wealth LLC | 14,300 | $904.3K | 0.06% | +14,300 | New |
| TCG Advisory Services, LLC | 14,315 | $905.3K | 0.05% | +2,445+20.6% | Added |
| Evergreen Capital Management LLC | 14,332 | $906.3K | 0.03% | +820+6.1% | Added |
| Proequities, Inc. | 14,363 | $908.3K | 0.06% | +803+5.9% | Added |
| Farther Finance Advisors, LLC | 14,313 | $908.3K | 0.06% | +1,781+14.2% | Added |
| Conning Inc. | 14,431 | $912.6K | 0.03% | −380−2.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,500 | $917.0K | 0.63% | −300−2.0% | Reduced |
| Privium Fund Management B.V. | 14,578 | $921.9K | 0.25% | −174−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 14,646 | $926.2K | 0.07% | +905+6.6% | Added |
| Stoneridge Investment Partners LLC | 14,681 | $928.0K | 0.35% | −8,723−37.3% | Reduced |
| Waverton Investment Management Ltd | 14,700 | $929.5K | 0.02% | +5,300+56.4% | Added |
| Tevis Investment Management | 14,776 | $934.4K | 0.79% | +4,509+43.9% | Added |
| Moors & Cabot, Inc. | 14,808 | $936.4K | 0.05% | −427−2.8% | Reduced |
| Thoroughbred Financial Services, LLC | 14,854 | $939.0K | 0.09% | −7,580−33.8% | Reduced |
| GAMMA Investing LLC | 14,874 | $940.6K | 0.19% | +2,158+17.0% | Added |
| Sutton Place Investors LLC | 14,924 | $943.8K | 0.47% | +475+3.3% | Added |
| Excalibur Management Corp | 14,939 | $944.7K | 0.40% | +626+4.4% | Added |
| Mosley Wealth Management | 14,979 | $947.3K | 0.89% | −781−5.0% | Reduced |
| Relative Value Partners Group, LLC | 16,874 | $947.8K | 0.06% | +10.0% | Added |
| Mutual Advisors, LLC | 15,071 | $953.1K | 0.03% | +5,603+59.2% | Added |
| Lake Street Advisors Group, LLC | 15,079 | $953.6K | 0.04% | +421+2.9% | Added |
| Intrinsic Value Partners, LLC | 15,080 | $953.7K | 1.02% | +1,650+12.3% | Added |
| Paradigm Financial Partners, LLC | 15,255 | $964.7K | 0.21% | −839−5.2% | Reduced |
| Widmann Financial Services, Inc. | 15,285 | $966.6K | 0.81% | −196−1.3% | Reduced |
| Parallel Advisors, LLC | 15,330 | $969.5K | 0.03% | +2,806+22.4% | Added |
| Herbst Group, LLC | 15,400 | $973.9K | 0.60% | +15,400 | New |
| CWA Asset Management Group, LLC | 15,431 | $975.9K | 0.06% | −98−0.6% | Reduced |
| Navellier & Associates Inc | 15,476 | $978.7K | 0.12% | +5,924+62.0% | Added |
| Chicago Partners Investment Group LLC | 15,627 | $979.4K | 0.04% | +3,043+24.2% | Added |
| Dorchester Wealth Management Co | 15,490 | $979.6K | 0.18% | +11,050+248.9% | Added |
| Rehmann Capital Advisory Group | 15,504 | $980.5K | 0.07% | +1,347+9.5% | Added |
| Somerset Trust Co | 15,539 | $982.7K | 0.40% | −945−5.7% | Reduced |
| Portside Wealth Group, LLC | 15,603 | $986.7K | 0.18% | +934+6.4% | Added |
| Pacitti Group Inc. | 15,612 | $987.3K | 0.53% | +15,612 | New |
| Sandy Spring Bank | 15,636 | $988.8K | 0.05% | −3,388−17.8% | Reduced |
| IHT Wealth Management, LLC | 15,640 | $989.1K | 0.04% | +7,590+94.3% | Added |
| Sigma Planning Corp | 15,650 | $989.7K | 0.03% | +8,119+107.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $996.7K | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 15,821 | $1.00M | 0.09% | +50+0.3% | Added |
| Arete Wealth Advisors, LLC | 15,946 | $1.01M | 0.09% | −2,570−13.9% | Reduced |
| Ransom Advisory, Ltd | 15,949 | $1.01M | 0.54% | +15,949 | New |
| Zuckerman Investment Group, LLC | 16,000 | $1.01M | 0.11% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 16,000 | $1.01M | 1.13% | +16,000 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 16,001 | $1.01M | 0.11% | +79+0.5% | Added |
| Cito Capital Group, LLC | 16,151 | $1.02M | 0.42% | +2,200+15.8% | Added |
| Trust Point Inc. | 16,146 | $1.02M | 0.08% | +1,851+12.9% | Added |