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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 11,152 | $705.3K | 0.24% | +2,890+35.0% | Added |
| Delap Wealth Advisory, LLC | 11,147 | $704.9K | 0.28% | +11,147 | New |
| Sentry Investment Management LLC | 11,095 | $702.0K | 0.27% | +10,284+1,268.1% | Added |
| NewEdge Wealth, LLC | 11,404 | $701.8K | 0.02% | +3,576+45.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,040 | $698.0K | 0.01% | −2,104−16.0% | Reduced |
| Fusion Capital, LLC | 11,034 | $697.8K | 0.32% | +3,029+37.8% | Added |
| Investors Research Corp | 11,034 | $697.8K | 0.16% | −475−4.1% | Reduced |
| Tobam | 11,013 | $696.0K | 0.06% | −679−5.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,914 | $690.2K | 0.17% | −175−1.6% | Reduced |
| Summit Global Investments | 10,940 | $690.0K | 0.05% | +2,687+32.6% | Added |
| Deseret Mutual Benefit Administrators | 10,862 | $686.9K | 0.34% | −92−0.8% | Reduced |
| NBT Bank N A | 10,722 | $678.1K | 0.05% | −967−8.3% | Reduced |
| RMR Wealth Builders | 10,686 | $675.8K | 0.08% | +296+2.8% | Added |
| Waldron Private Wealth LLC | 10,647 | $673.3K | 0.03% | +2,962+38.5% | Added |
| Concurrent Investment Advisors, LLC | 10,583 | $669.2K | 0.03% | +271+2.6% | Added |
| Westside Investment Management, Inc. | 10,559 | $667.9K | 0.16% | −225−2.1% | Reduced |
| Clarius Group, LLC | 10,461 | $661.6K | 0.05% | −164−1.5% | Reduced |
| Boston Financial Mangement LLC | 10,430 | $659.6K | 0.02% | −115−1.1% | Reduced |
| Titleist Asset Management, LLC | 10,408 | $658.2K | 0.12% | +2,031+24.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 10,385 | $656.7K | 0.17% | +801+8.4% | Added |
| Atlas Brown,Inc. | 10,375 | $656.1K | 0.24% | −4,055−28.1% | Reduced |
| Balboa Wealth Partners | 10,288 | $650.6K | 0.21% | +913+9.7% | Added |
| Intellectus Partners, LLC | 10,256 | $648.6K | 0.17% | −1,550−13.1% | Reduced |
| Steel Peak Wealth Management LLC | 10,195 | $644.7K | 0.03% | −67,465−86.9% | Reduced |
| Krilogy Financial LLC | 10,147 | $641.7K | 0.05% | +10,147 | New |
| Adell Harriman & Carpenter Inc | 10,092 | $638.2K | 0.05% | +2,200+27.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,038 | $634.8K | 0.16% | −20−0.2% | Reduced |
| Graypoint LLC | 10,011 | $633.1K | 0.05% | +31+0.3% | Added |
| Private Trust Co NA | 10,010 | $633.0K | 0.07% | +895+9.8% | Added |
| 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 |
| Herold Advisors, Inc. | 9,986 | $631.5K | 0.15% | 00.0% | Unchanged |
| Becker Capital Management Inc | 9,979 | $631.1K | 0.02% | −56−0.6% | Reduced |
| Global Retirement Partners, LLC | 9,951 | $629.3K | 0.02% | +307+3.2% | Added |
| One Wealth Advisors, LLC | 9,845 | $622.6K | 0.11% | +30+0.3% | Added |
| Avestar Capital, LLC | 9,782 | $618.7K | 0.07% | +2,555+35.4% | Added |
| Gallacher Capital Management LLC | 9,766 | $617.6K | 0.31% | −2,417−19.8% | Reduced |
| Smartleaf Asset Management LLC | 9,832 | $617.0K | 0.12% | +4,430+82.0% | Added |
| Fukoku Mutual Life Insurance Co | 9,748 | $616.5K | 0.05% | +2,838+41.1% | Added |
| Western Wealth Management, LLC | 9,590 | $606.5K | 0.05% | +292+3.1% | Added |
| Marco Investment Management LLC | 9,577 | $605.6K | 0.06% | −35−0.4% | Reduced |
| Claro Advisors LLC | 9,565 | $604.9K | 0.11% | −138−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,534 | $603.0K | 0.33% | −12,065−55.9% | Reduced |
| Bank of Hawaii | 9,529 | $602.6K | 0.03% | +9,529 | New |
| SageView Advisory Group, LLC | 9,515 | $601.8K | 0.03% | −4,846−33.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,500 | $600.8K | 0.36% | +2,300+31.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,451 | $597.7K | 0.02% | +54+0.6% | Added |
| HBK Sorce Advisory LLC | 9,443 | $597.2K | 0.02% | +2,278+31.8% | Added |
| Wall Street Access Asset Management, LLC | 9,394 | $594.0K | 0.25% | +2,427+34.8% | Added |
| Thrive Wealth Management, LLC | 9,384 | $593.5K | 0.12% | −1,053−10.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,326 | $589.8K | 0.02% | −4,214−31.1% | Reduced |
| Cantor Fitzgerald, L. P. | 9,308 | $588.6K | 0.14% | −1,970−17.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 9,288 | $587.4K | 0.09% | +9,288 | New |
| Mount Vernon Associates Inc | 9,270 | $586.0K | 0.50% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,213 | $582.6K | 0.03% | +1,464+18.9% | Added |
| Cabot Wealth Management Inc | 9,183 | $580.7K | 0.08% | +86+0.9% | Added |
| Van Leeuwen & Company, LLC | 9,164 | $579.5K | 0.29% | −2,902−24.1% | Reduced |
| WNY Asset Management, LLC | 9,081 | $574.3K | 0.09% | −619−6.4% | Reduced |
| Twelve Points Wealth Management LLC | 9,026 | $570.8K | 0.21% | −674−6.9% | Reduced |
| Brave Asset Management Inc | 9,024 | $570.7K | 0.15% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 9,018 | $570.3K | 0.14% | +52+0.6% | Added |
| Kathmere Capital Management, LLC | 9,005 | $569.5K | 0.07% | +1,920+27.1% | Added |
| RFG Advisory, LLC | 8,975 | $567.6K | 0.02% | −481−5.1% | Reduced |
| Boyd Watterson Asset Management LLC | 8,945 | $565.7K | 0.20% | +5,730+178.2% | Added |
| Modera Wealth Management, LLC | 8,912 | $563.6K | 0.01% | +455+5.4% | Added |
| Parkside Financial Bank & Trust | 8,812 | $557.3K | 0.09% | +704+8.7% | Added |
| FCG Investment Co | 8,808 | $557.0K | 0.45% | +1,220+16.1% | Added |
| Adirondack Trust Co | 8,801 | $556.5K | 0.23% | −119−1.3% | Reduced |
| Steinberg Asset Management LLC | 8,782 | $555.4K | 0.47% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,781 | $555.3K | 0.02% | +678+8.4% | Added |
| GeoWealth Management, LLC | 8,764 | $554.2K | 0.02% | +2,772+46.3% | Added |
| WBI Investments | 8,734 | $552.3K | 0.11% | −37,769−81.2% | Reduced |
| Concord Asset Management, LLC | 8,701 | $550.3K | 0.14% | +1,070+14.0% | Added |
| Jamison Private Wealth Management, Inc. | 8,667 | $548.1K | 0.09% | +3,954+83.9% | Added |
| Citizens Financial Group Inc | 8,628 | $545.6K | 0.02% | −114,495−93.0% | Reduced |
| RSM US Wealth Management LLC | 8,615 | $544.6K | 0.01% | +2,174+33.8% | Added |
| AlphaCore Capital LLC | 8,586 | $543.0K | 0.14% | +281+3.4% | Added |
| Main Street Research LLC | 8,597 | $540.9K | 0.04% | +8,597 | New |
| Balanced Rock Investment Advisor | 8,526 | $539.2K | 0.46% | −2,709−24.1% | Reduced |
| Twin Focus Capital Partners, LLC | 8,508 | $538.0K | 0.10% | −2,000−19.0% | Reduced |
| RBF Capital, LLC | 8,500 | $537.5K | 0.03% | 00.0% | Unchanged |
| 626 Financial, LLC | 8,497 | $537.4K | 0.32% | +206+2.5% | Added |
| US Asset Management LLC | 8,498 | $537.0K | 0.48% | −169−1.9% | Reduced |
| Lindbrook Capital, LLC | 8,487 | $536.7K | 0.05% | +399+4.9% | Added |
| Dynamic Advisor Solutions LLC | 8,450 | $534.3K | 0.02% | +593+7.5% | Added |
| Flputnam Investment Management Co | 8,365 | $529.0K | 0.01% | −5−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,359 | $528.6K | 0.01% | −577−6.5% | Reduced |
| Investors Asset Management of Georgia Inc | 8,352 | $528.2K | 0.25% | −870−9.4% | Reduced |
| Acorn Financial Advisory Services Inc | 8,326 | $526.5K | 0.10% | −691−7.7% | Reduced |
| ASB Consultores, LLC | 8,316 | $525.9K | 0.14% | +8,316 | New |
| Brookstone Capital Management | 8,260 | $522.3K | 0.01% | −267,300−97.0% | Reduced |
| Simmons Bank | 8,201 | $518.6K | 0.04% | −1,135−12.2% | Reduced |
| Wealth Effects LLC | 8,200 | $518.6K | 0.19% | +2,600+46.4% | Added |
| Ridgewood Investments LLC | 8,176 | $517.1K | 0.27% | −18−0.2% | Reduced |
| Wagner Wealth Management, LLC | 8,115 | $513.2K | 0.16% | +8,115 | New |
| Brighton Jones LLC | 8,084 | $511.2K | 0.02% | +1,708+26.8% | Added |
| Sciencast Management LP | 8,084 | $511.2K | 0.31% | −22,139−73.3% | Reduced |
| Mengis Capital Management, Inc. | 8,046 | $508.8K | 0.08% | +8,046 | New |
| AdvisorNet Financial, Inc | 8,037 | $508.3K | 0.05% | +1,357+20.3% | Added |