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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 15,255 | $964.7K | 0.21% | −839−5.2% | Reduced |
| Intrinsic Value Partners, LLC | 15,080 | $953.7K | 1.02% | +1,650+12.3% | Added |
| Lake Street Advisors Group, LLC | 15,079 | $953.6K | 0.04% | +421+2.9% | Added |
| Mutual Advisors, LLC | 15,071 | $953.1K | 0.03% | +5,603+59.2% | Added |
| Relative Value Partners Group, LLC | 16,874 | $947.8K | 0.06% | +10.0% | Added |
| Mosley Wealth Management | 14,979 | $947.3K | 0.89% | −781−5.0% | Reduced |
| Excalibur Management Corp | 14,939 | $944.7K | 0.40% | +626+4.4% | Added |
| Sutton Place Investors LLC | 14,924 | $943.8K | 0.47% | +475+3.3% | Added |
| GAMMA Investing LLC | 14,874 | $940.6K | 0.19% | +2,158+17.0% | Added |
| Thoroughbred Financial Services, LLC | 14,854 | $939.0K | 0.09% | −7,580−33.8% | Reduced |
| Moors & Cabot, Inc. | 14,808 | $936.4K | 0.05% | −427−2.8% | Reduced |
| Tevis Investment Management | 14,776 | $934.4K | 0.79% | +4,509+43.9% | Added |
| Waverton Investment Management Ltd | 14,700 | $929.5K | 0.02% | +5,300+56.4% | Added |
| Stoneridge Investment Partners LLC | 14,681 | $928.0K | 0.35% | −8,723−37.3% | Reduced |
| Checchi Capital Advisers, LLC | 14,646 | $926.2K | 0.07% | +905+6.6% | Added |
| Privium Fund Management B.V. | 14,578 | $921.9K | 0.25% | −174−1.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,500 | $917.0K | 0.63% | −300−2.0% | Reduced |
| Conning Inc. | 14,431 | $912.6K | 0.03% | −380−2.6% | Reduced |
| Farther Finance Advisors, LLC | 14,313 | $908.3K | 0.06% | +1,781+14.2% | Added |
| Proequities, Inc. | 14,363 | $908.3K | 0.06% | +803+5.9% | Added |
| Evergreen Capital Management LLC | 14,332 | $906.3K | 0.03% | +820+6.1% | Added |
| TCG Advisory Services, LLC | 14,315 | $905.3K | 0.05% | +2,445+20.6% | Added |
| Trajan Wealth LLC | 14,300 | $904.3K | 0.06% | +14,300 | New |
| J.W. Cole Advisors, Inc. | 14,128 | $893.5K | 0.05% | +1,431+11.3% | Added |
| Wealth Quarterback LLC | 14,119 | $892.9K | 0.50% | −4,803−25.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,108 | $892.2K | 0.00% | +14,108 | New |
| Symmetry Partners, LLC | 14,080 | $890.0K | 0.07% | +4,676+49.7% | Added |
| Coastal Investment Advisors, Inc. | 14,062 | $889.3K | 0.18% | −1,073−7.1% | Reduced |
| EP Wealth Advisors, LLC | 14,029 | $887.2K | 0.01% | +2,510+21.8% | Added |
| Premier Path Wealth Partners, LLC | 14,017 | $886.4K | 0.17% | +125+0.9% | Added |
| SeaBridge Investment Advisors LLC | 14,015 | $886.3K | 0.23% | −1,180−7.8% | Reduced |
| Kingsview Wealth Management, LLC | 13,878 | $877.6K | 0.02% | −3,456−19.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,844 | $875.5K | 0.16% | −230−1.6% | Reduced |
| Cookson Peirce & Co Inc | 13,839 | $875.0K | 0.05% | +3,096+28.8% | Added |
| Modern Wealth Management, LLC | 13,822 | $874.1K | 0.08% | +13,822 | New |
| Bank Hapoalim BM | 13,824 | $874.0K | 0.11% | −1,001−6.8% | Reduced |
| Fulton Bank, N.A. | 13,797 | $872.5K | 0.04% | +65+0.5% | Added |
| BTG Pactual Global Asset Management Ltd | 13,623 | $861.5K | 0.28% | +13,623 | New |
| BKM Wealth Management, LLC | 13,574 | $858.4K | 0.37% | +591+4.6% | Added |
| Triangle Securities Wealth Management | 13,406 | $847.8K | 0.24% | −56−0.4% | Reduced |
| Fort Sheridan Advisors LLC | 13,329 | $843.0K | 0.16% | +2,001+17.7% | Added |
| Verdence Capital Advisors LLC | 13,329 | $843.0K | 0.08% | −355−2.6% | Reduced |
| CX Institutional | 13,246 | $837.7K | 0.04% | +538+4.2% | Added |
| DMG Group, LLC | 13,160 | $832.2K | 0.72% | +38+0.3% | Added |
| Greytown Advisors Inc. | 13,107 | $828.9K | 0.47% | −697−5.0% | Reduced |
| Quadcap Wealth Management, LLC | 13,059 | $825.9K | 0.19% | −2,710−17.2% | Reduced |
| NorthRock Partners, LLC | 13,015 | $823.1K | 0.03% | +752+6.1% | Added |
| SeaCrest Wealth Management, LLC | 12,848 | $812.5K | 0.10% | −2,399−15.7% | Reduced |
| Alterna Wealth Management, Inc | 12,819 | $810.7K | 0.81% | +4,529+54.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 12,797 | $809.3K | 0.29% | +1,100+9.4% | Added |
| Two Sigma Securities, LLC | 12,789 | $808.8K | 0.04% | −474,152−97.4% | Reduced |
| Wedmont Private Capital | 13,075 | $806.2K | 0.06% | +1,379+11.8% | Added |
| Asset Dedication, LLC | 12,763 | $804.0K | 0.06% | +197+1.6% | Added |
| Affinity Investment Advisors, LLC | 12,702 | $803.3K | 0.59% | +12,702 | New |
| Salzhauer Michael | 12,685 | $802.2K | 0.64% | −10,753−45.9% | Reduced |
| Qtron Investments LLC | 12,586 | $795.9K | 0.11% | +1,287+11.4% | Added |
| Manchester Capital Management LLC | 12,543 | $793.2K | 0.10% | +200+1.6% | Added |
| Chilton Capital Management LLC | 12,532 | $792.5K | 0.04% | +822+7.0% | Added |
| Power Wealth Management LLC | 12,523 | $792.0K | 0.50% | +1,262+11.2% | Added |
| Commerzbank Aktiengesellschaft | 12,494 | $791.0K | 0.03% | −4,288−25.6% | Reduced |
| Shikiar Asset Management Inc | 12,438 | $787.0K | 0.23% | −250−2.0% | Reduced |
| Ballentine Partners, LLC | 12,388 | $783.4K | 0.01% | +4,657+60.2% | Added |
| Lazari Capital Management, Inc. | 12,383 | $783.1K | 0.43% | −691−5.3% | Reduced |
| Alexander Randolph Advisory, Inc. | 12,328 | $779.6K | 0.68% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 12,280 | $776.6K | 0.16% | −957−7.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,252 | $774.8K | 0.06% | +12,252 | New |
| Fiduciary Trust Co | 12,187 | $770.7K | 0.01% | −392−3.1% | Reduced |
| MWA Asset Management | 12,100 | $765.2K | 0.55% | +5,878+94.5% | Added |
| Rossmore Private Capital | 12,075 | $763.6K | 0.10% | −1,725−12.5% | Reduced |
| Breakwater Capital Group | 12,035 | $761.1K | 0.19% | +1,579+15.1% | Added |
| Leo Wealth, LLC | 12,012 | $760.4K | 0.08% | −2,987−19.9% | Reduced |
| Trust Co of Toledo NA | 12,010 | $759.5K | 0.12% | +12,010 | New |
| Nilsine Partners, LLC | 11,967 | $756.8K | 0.10% | +13+0.1% | Added |
| Camelot Portfolios, LLC | 11,918 | $753.7K | 0.74% | −4,037−25.3% | Reduced |
| Pallas Capital Advisors LLC | 11,868 | $750.5K | 0.03% | +11,868 | New |
| Hexagon Capital Partners LLC | 11,766 | $744.1K | 0.17% | −29−0.2% | Reduced |
| Csenge Advisory Group | 11,741 | $742.5K | 0.04% | +1,296+12.4% | Added |
| Washington Trust Bank | 11,727 | $741.6K | 0.07% | −273−2.3% | Reduced |
| First PREMIER Bank | 11,664 | $737.0K | 0.19% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 11,652 | $736.9K | 0.11% | +354+3.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 11,639 | $736.0K | 0.18% | +660+6.0% | Added |
| Hunter Associates Investment Management LLC | 11,640 | $735.0K | 0.12% | −400−3.3% | Reduced |
| Intrust Bank NA | 11,572 | $731.8K | 0.08% | +679+6.2% | Added |
| Concord Wealth Partners | 11,534 | $729.4K | 0.13% | +1,686+17.1% | Added |
| Flagship Harbor Advisors, LLC | 11,520 | $728.5K | 0.05% | −2,049−15.1% | Reduced |
| Aviso Wealth Management | 11,519 | $728.4K | 0.46% | −783−6.4% | Reduced |
| Hollencrest Capital Management | 11,513 | $728.1K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,463 | $724.9K | 0.04% | −1,221−9.6% | Reduced |
| Hilltop Holdings Inc. | 11,434 | $723.1K | 0.08% | −16−0.1% | Reduced |
| Scientech Research LLC | 11,380 | $719.7K | 0.38% | +11,380 | New |
| 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 |
| Pine Harbor Wealth Management, LLC | 11,325 | $716.2K | 0.45% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 11,293 | $714.2K | 0.25% | +1,606+16.6% | Added |
| Sterneck Capital Management, LLC | 11,262 | $712.2K | 0.43% | −498−4.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,244 | $711.1K | 0.02% | +11+0.1% | Added |
| Planning Capital Management Corp | 11,206 | $708.7K | 0.52% | +1,648+17.2% | Added |
| WSFS Capital Management, LLC | 11,205 | $708.6K | 0.04% | −63−0.6% | Reduced |
| Capital Management Associates | 11,195 | $708.0K | 0.84% | −870−7.2% | Reduced |
| Spire Wealth Management | 11,172 | $706.5K | 0.02% | −2,734−19.7% | Reduced |