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 |
|---|---|---|---|---|---|
| Portland Investment Counsel Inc. | 429,700 | $508.0K | 0.28% | −176,700−29.1% | Reduced |
| Powell Investment Advisors, LLC | 8,019 | $507.1K | 0.27% | −45−0.6% | Reduced |
| Parsons Capital Management Inc | 8,006 | $506.3K | 0.03% | +133+1.7% | Added |
| Glaxis Capital Management, LLC | 8,000 | $505.9K | 0.95% | +8,000 | New |
| Dumont & Blake Investment Advisors LLC | 7,985 | $505.0K | 0.15% | +235+3.0% | Added |
| Bard Financial Services, Inc. | 7,945 | $502.4K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,899 | $499.5K | 0.02% | −124−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 7,850 | $496.4K | 0.01% | −1,485−15.9% | Reduced |
| Beta Wealth Group, Inc. | 7,818 | $494.4K | 0.24% | +107+1.4% | Added |
| North Star Investment Management Corp. | 7,805 | $493.6K | 0.04% | −1,954−20.0% | Reduced |
| Catalytic Wealth RIA, LLC | 7,805 | $493.6K | 0.10% | +7,805 | New |
| Johnson Investment Counsel Inc | 7,730 | $488.8K | 0.01% | +153+2.0% | Added |
| Watts Gwilliam & Co., LLC | 7,679 | $488.3K | 0.15% | +7,679 | New |
| Perritt Capital Management Inc | 7,707 | $487.4K | 0.26% | −415−5.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,706 | $487.3K | 0.01% | +240+3.2% | Added |
| 9258 Wealth Management, LLC | 7,702 | $487.1K | 0.08% | +745+10.7% | Added |
| Next Level Private LLC | 7,686 | $486.1K | 0.22% | −741−8.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,651 | $483.9K | 0.02% | +1,255+19.6% | Added |
| First National Bank | 7,639 | $483.1K | 0.37% | −100−1.3% | Reduced |
| BSW Wealth Partners | 7,638 | $483.0K | 0.08% | +65+0.9% | Added |
| Cornerstone Wealth Management, LLC | 7,631 | $482.6K | 0.04% | −967−11.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,591 | $480.1K | 0.27% | −550−6.8% | Reduced |
| Quadrant Capital Group LLC | 7,588 | $479.9K | 0.04% | +644+9.3% | Added |
| MCF Advisors LLC | 7,555 | $477.7K | 0.04% | +34+0.5% | Added |
| Quadrant Private Wealth Management, LLC | 7,554 | $477.7K | 0.12% | −11,486−60.3% | Reduced |
| Delta Asset Management LLC | 7,548 | $477.3K | 0.04% | 00.0% | Unchanged |
| Diker Management LLC | 7,500 | $474.3K | 0.39% | +3,500+87.5% | Added |
| Opinicus Capital, Inc. | 7,493 | $473.8K | 0.42% | +122+1.7% | Added |
| AlTi Global, Inc. | 7,489 | $473.6K | 0.01% | +3,445+85.2% | Added |
| Stock Yards Bank & Trust Co | 7,451 | $471.2K | 0.02% | −2,339−23.9% | Reduced |
| KCM Investment Advisors LLC | 7,447 | $471.0K | 0.02% | +1,224+19.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,429 | $469.8K | 0.06% | +7,429 | New |
| Capital Square, LLC | 7,411 | $468.7K | 0.33% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7,395 | $468.0K | 0.04% | +6,063+455.2% | Added |
| Marest Capital, LLC | 7,394 | $467.4K | 0.43% | +7,394 | New |
| Moneta Group Investment Advisors LLC | 7,375 | $466.4K | 0.01% | +1,444+24.3% | Added |
| CFO4Life Group, LLC | 7,371 | $466.1K | 0.08% | −377−4.9% | Reduced |
| Bridgefront Capital, LLC | 7,349 | $464.8K | 0.35% | +7,349 | New |
| Savvy Advisors, Inc. | 7,335 | $463.9K | 0.27% | −152−2.0% | Reduced |
| Imprint Wealth LLC | 7,306 | $463.6K | 0.11% | +1,296+21.6% | Added |
| FIL Ltd | 7,306 | $462.0K | 0.00% | −2,189−23.1% | Reduced |
| Greenfield Savings Bank | 7,258 | $459.0K | 0.24% | −600−7.6% | Reduced |
| DCF Advisers, LLC | 7,250 | $458.5K | 0.28% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7,200 | $455.3K | 0.24% | −22−0.3% | Reduced |
| Running Point Capital Advisors, LLC | 7,177 | $453.9K | 0.20% | −362−4.8% | Reduced |
| TrinityPoint Wealth, LLC | 7,152 | $452.3K | 0.07% | +44+0.6% | Added |
| Chapin Davis, Inc. | 7,128 | $450.8K | 0.16% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,096 | $448.8K | 0.02% | +7,096 | New |
| Vanguard Capital Wealth Advisors | 7,087 | $448.2K | 0.32% | −464−6.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,083 | $447.9K | 0.01% | +43+0.6% | Added |
| Johnson Financial Group, Inc. | 7,016 | $443.7K | 0.02% | −2,523−26.4% | Reduced |
| Silverlake Wealth Management LLC | 6,995 | $442.4K | 0.23% | +14+0.2% | Added |
| Seelaus Asset Management LLC | 6,990 | $442.0K | 0.44% | +376+5.7% | Added |
| Massmutual Trust Co FSB | 6,973 | $441.0K | 0.01% | +285+4.3% | Added |
| First City Capital Management, Inc. | 6,968 | $440.7K | 0.24% | −50−0.7% | Reduced |
| CVA Family Office, LLC | 6,950 | $439.5K | 0.08% | −325−4.5% | Reduced |
| Elmwood Wealth Management, Inc. | 6,900 | $436.4K | 0.19% | +2,310+50.3% | Added |
| Foster & Motley Inc | 6,887 | $436.0K | 0.03% | −543−7.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $433.8K | 0.33% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,851 | $433.3K | 0.06% | −2,275−24.9% | Reduced |
| Mayflower Financial Advisors, LLC | 6,826 | $431.7K | 0.07% | −1,219−15.2% | Reduced |
| L2 Asset Management, LLC | 6,789 | $429.3K | 0.14% | +591+9.5% | Added |
| Crestwood Advisors Group LLC | 6,756 | $427.2K | 0.01% | +875+14.9% | Added |
| MSH Capital Advisors LLC | 6,749 | $426.8K | 0.15% | −148−2.1% | Reduced |
| Washington Capital Management Inc | 6,785 | $426.8K | 0.35% | 00.0% | Unchanged |
| Bokf, NA | 6,719 | $426.4K | 0.01% | −2,099−23.8% | Reduced |
| Aurora Private Wealth, Inc. | 6,701 | $425.0K | 0.37% | −103−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 6,852 | $421.5K | 0.10% | −2,600−27.5% | Reduced |
| Calton & Associates, Inc. | 6,616 | $418.4K | 0.20% | −523−7.3% | Reduced |
| Cowa, LLC | 6,600 | $417.4K | 0.25% | 00.0% | Unchanged |
| Marex Group plc | 6,586 | $416.5K | 0.01% | −17,616−72.8% | Reduced |
| Marino, Stram & Associates LLC | 6,582 | $416.2K | 0.10% | −412−5.9% | Reduced |
| Founders Financial Alliance, LLC | 6,552 | $414.4K | 0.12% | −585−8.2% | Reduced |
| Cladis Investment Advisory, LLC | 6,511 | $411.8K | 0.30% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 6,507 | $411.5K | 0.08% | −4,088−38.6% | Reduced |
| Fiducient Advisors LLC | 6,500 | $411.1K | 0.08% | +6,500 | New |
| Elkhorn Partners Limited Partnership | 6,500 | $411.0K | 0.30% | −1,000−13.3% | Reduced |
| Shepherd Financial Partners LLC | 6,465 | $408.8K | 0.05% | +42+0.7% | Added |
| Geneos Wealth Management Inc. | 6,463 | $408.7K | 0.02% | +437+7.3% | Added |
| Horizon Kinetics Asset Management LLC | – | $408.6K | 0.01% | – | New |
| Cim Investment Mangement Inc | 6,448 | $407.8K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,396 | $404.5K | 0.08% | +31+0.5% | Added |
| West Family Investments, Inc. | 6,394 | $404.4K | 0.13% | 00.0% | Unchanged |
| Hoylecohen, LLC | 6,390 | $404.1K | 0.03% | −1,545−19.5% | Reduced |
| Cutler Group LP | 6,363 | $402.0K | 0.20% | −268,081−97.7% | Reduced |
| Family Legacy, Inc. | 6,330 | $400.3K | 0.14% | +179+2.9% | Added |
| Loomis Sayles & Co L P | 6,309 | $399.0K | 0.00% | +5,551+732.3% | Added |
| Field & Main Bank | 6,288 | $397.7K | 0.15% | −722−10.3% | Reduced |
| Altfest L J & Co Inc | 6,254 | $396.0K | 0.06% | +224+3.7% | Added |
| Brown, Lisle/Cummings, Inc. | 6,260 | $395.9K | 0.13% | −625−9.1% | Reduced |
| Banque Pictet & Cie SA | 6,240 | $394.6K | 0.00% | −1,520−19.6% | Reduced |
| Prosperity Consulting Group, LLC | 6,231 | $394.1K | 0.05% | +907+17.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,169 | $390.1K | 0.06% | +559+10.0% | Added |
| Shell Asset Management Co | 6,130 | $389.0K | 0.02% | +6,130 | New |
| Fortis Advisors, LLC | 6,150 | $388.9K | 0.26% | +6,150 | New |
| FDx Advisors, Inc. | 6,141 | $388.0K | 0.06% | −3,059−33.3% | Reduced |
| LVZ Advisors, Inc. | 6,124 | $387.3K | 0.05% | −3,598−37.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,119 | $387.0K | 0.13% | +276+4.7% | Added |
| IPG Investment Advisors LLC | 6,112 | $386.5K | 0.08% | +150+2.5% | Added |
| FourThought Financial Partners, LLC | 6,098 | $385.6K | 0.04% | −321−5.0% | Reduced |