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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 6,096 | $385.5K | 0.08% | −2,400−28.2% | Reduced |
| Perennial Investment Advisors, LLC | 6,085 | $384.8K | 0.06% | −25−0.4% | Reduced |
| DCM Advisors, LLC | 6,082 | $384.6K | 0.16% | −6,314−50.9% | Reduced |
| Wealth Alliance | 6,043 | $382.1K | 0.05% | −233−3.7% | Reduced |
| LexAurum Advisors, LLC | 6,022 | $380.8K | 0.10% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,000 | $379.4K | 0.30% | +3+0.1% | Added |
| Northwest Bancshares, Inc. | 5,994 | $379.1K | 0.06% | −954−13.7% | Reduced |
| Jmac Enterprises LLC | 5,986 | $378.6K | 0.07% | +795+15.3% | Added |
| Cohen & Steers, Inc. | 5,984 | $378.0K | 0.00% | −729−10.9% | Reduced |
| Allstate Corp | 5,972 | $377.7K | 0.03% | −303−4.8% | Reduced |
| Intelligence Driven Advisers, LLC | 5,930 | $375.0K | 0.06% | −67−1.1% | Reduced |
| New Vernon Capital Holdings II LLC | 5,921 | $374.4K | 0.19% | +5,921 | New |
| Continuum Advisory, LLC | 5,910 | $374.2K | 0.06% | −3,545−37.5% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,076 | $374.0K | 0.20% | +6,076 | New |
| Focus Financial Network, Inc. | 6,409 | $373.8K | 0.02% | +6,409 | New |
| Eads & Heald Wealth Management | 5,853 | $370.0K | 0.17% | −1,282−18.0% | Reduced |
| Jeppson Wealth Management, LLC | 5,839 | $369.3K | 0.14% | −69−1.2% | Reduced |
| LifePro Asset Management | 5,835 | $369.0K | 0.24% | +5,835 | New |
| Gries Financial LLC | 5,824 | $368.3K | 0.06% | +700+13.7% | Added |
| Grandview Asset Management LLC | 5,802 | $367.0K | 0.17% | +1,048+22.0% | Added |
| Oldfield Partners LLP | 5,800 | $366.8K | 0.05% | −2,068,055−99.7% | Reduced |
| Aaron Wealth Advisors | 5,791 | $366.2K | 0.05% | +1,661+40.2% | Added |
| NTV Asset Management LLC | 5,782 | $365.7K | 0.06% | +5,782 | New |
| First Nebraska Trust Co | 5,765 | $364.6K | 0.04% | +5,765 | New |
| Anchor Capital Advisors LLC | 5,735 | $362.7K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 5,730 | $362.3K | 0.04% | +1,023+21.7% | Added |
| Hayek Kallen Investment Management | 5,717 | $362.0K | 0.14% | +961+20.2% | Added |
| IFG Advisors, LLC | 5,713 | $361.3K | 0.09% | −4−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 5,695 | $360.2K | 0.04% | −116−2.0% | Reduced |
| Bluefin Capital Management, LLC | 5,691 | $359.9K | 0.06% | −1,397,109−99.6% | Reduced |
| NBC Securities, Inc. | 5,684 | $359.0K | 0.03% | −581−9.3% | Reduced |
| Gilbert & Cook, Inc. | 5,667 | $358.4K | 0.05% | +20+0.4% | Added |
| New Insight Wealth Advisors | 5,638 | $356.5K | 0.22% | −4,790−45.9% | Reduced |
| Sargent Investment Group, LLC | 5,638 | $356.5K | 0.08% | −2,088−27.0% | Reduced |
| Goldstone Financial Group, LLC | 5,630 | $356.0K | 0.08% | +175+3.2% | Added |
| Prelude Capital Management, LLC | 5,619 | $355.3K | 0.02% | −3,732−39.9% | Reduced |
| Waterloo Capital, L.P. | 5,595 | $353.9K | 0.05% | −462−7.6% | Reduced |
| AlphaStar Capital Management, LLC | 5,592 | $353.6K | 0.04% | +5,592 | New |
| Wellington Wealth Strategies, LLC. | 5,581 | $352.9K | 0.17% | +5,581 | New |
| Compagnie Lombard Odier SCmA | 5,553 | $351.2K | 0.01% | −1,530−21.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,545 | $351.0K | 0.04% | −180−3.1% | Reduced |
| Flynn Zito Capital Management, LLC | 5,545 | $350.7K | 0.18% | −107−1.9% | Reduced |
| SJS Investment Consulting Inc. | 5,539 | $350.3K | 0.07% | +214+4.0% | Added |
| Quent Capital, LLC | 5,536 | $350.1K | 0.04% | +50+0.9% | Added |
| Integrity Financial Corp | 5,483 | $346.7K | 0.24% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,637 | $345.7K | 0.03% | +1,417+33.6% | Added |
| Gradient Investments LLC | 5,461 | $345.4K | 0.01% | −778−12.5% | Reduced |
| Stonegate Investment Group, LLC | 5,440 | $344.0K | 0.01% | +5,440 | New |
| Marcum Wealth, LLC | 5,433 | $343.6K | 0.03% | +252+4.9% | Added |
| Gateway Advisory, LLC | 5,432 | $343.5K | 0.06% | +5,432 | New |
| Nicholas Hoffman & Company, LLC. | 5,429 | $343.4K | 0.02% | −709−11.6% | Reduced |
| Harbour Investments, Inc. | 5,429 | $343.3K | 0.01% | +819+17.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,426 | $343.1K | 0.01% | +9+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,407 | $341.9K | 0.08% | −414−7.1% | Reduced |
| SpiderRock Advisors, LLC | 5,831 | $341.9K | 0.01% | +5,831 | New |
| MONECO Advisors, LLC | 5,385 | $340.6K | 0.05% | +872+19.3% | Added |
| Avidian Wealth Solutions, LLC | 5,371 | $339.7K | 0.02% | +395+7.9% | Added |
| Peoples Bank | 5,370 | $339.6K | 0.27% | −400−6.9% | Reduced |
| Wesbanco Bank Inc | 5,349 | $338.3K | 0.01% | +5,349 | New |
| Financial Advocates Investment Management | 5,349 | $338.3K | 0.02% | +400+8.1% | Added |
| PDS Planning, Inc | 5,327 | $336.9K | 0.04% | +831+18.5% | Added |
| Sound View Wealth Advisors Group, LLC | 5,314 | $336.1K | 0.04% | −653−10.9% | Reduced |
| Simon Quick Advisors, LLC | 5,289 | $334.5K | 0.03% | +1,369+34.9% | Added |
| Vicus Capital | 5,285 | $334.2K | 0.03% | +86+1.7% | Added |
| Good Life Advisors, LLC | 5,279 | $333.8K | 0.03% | −1,938−26.9% | Reduced |
| Gibbs Wealth Management | 5,264 | $332.9K | 0.19% | +5,264 | New |
| Sierra Summit Advisors LLC | 5,260 | $332.6K | 0.09% | +1,300+32.8% | Added |
| Advisory Alpha, LLC | 5,245 | $331.7K | 0.01% | +587+12.6% | Added |
| Integrated Investment Consultants, LLC | 5,225 | $330.4K | 0.09% | +5,225 | New |
| Hancock Whitney Corp | 5,209 | $329.4K | 0.01% | −940−15.3% | Reduced |
| Polymer Capital Management (HK) LTD | 5,200 | $328.8K | 0.08% | +5,200 | New |
| BOS Asset Management, LLC | 5,195 | $328.5K | 0.17% | −2,903−35.8% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,189 | $328.2K | 0.10% | −762−12.8% | Reduced |
| Exchange Traded Concepts, LLC | 5,185 | $327.9K | 0.01% | +5,069+4,369.8% | Added |
| Rakuten Securities, Inc. | 5,150 | $325.7K | 0.14% | +4,471+658.5% | Added |
| Pingora Partners LLC | 5,130 | $324.4K | 0.24% | +170+3.4% | Added |
| Voya Financial Advisors, Inc. | 5,163 | $324.0K | 0.04% | −1,001−16.2% | Reduced |
| Alta Advisers Ltd | 5,100 | $322.5K | 0.16% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,100 | $322.5K | 0.15% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,100 | $322.5K | 0.06% | +248+5.1% | Added |
| FNY Investment Advisers, LLC | 5,100 | $322.0K | 0.21% | +2,930+135.0% | Added |
| Madison Wealth Partners, Inc | 5,088 | $321.7K | 0.12% | −746−12.8% | Reduced |
| Principal Street Partners, LLC | 5,076 | $321.4K | 0.06% | −186−3.5% | Reduced |
| Everpar Advisors LLC | 5,076 | $321.0K | 0.20% | −5,897−53.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,156 | $318.6K | 0.13% | −504−8.9% | Reduced |
| Harbor Advisors LLC | 5,000 | $316.2K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,990 | $316.0K | 0.06% | −977−16.4% | Reduced |
| Pointe Capital Management LLC | 4,996 | $315.9K | 0.20% | −225−4.3% | Reduced |
| Ambassador Advisors, LLC | 4,983 | $315.1K | 0.06% | +4,983 | New |
| Main Street Financial Solutions, LLC | 4,946 | $312.8K | 0.03% | −33−0.7% | Reduced |
| Keystone Financial Group | 4,938 | $312.3K | 0.05% | +326+7.1% | Added |
| Accel Wealth Management | 4,919 | $311.1K | 0.13% | +185+3.9% | Added |
| Onefund, LLC | 4,898 | $310.8K | 0.37% | −163−3.2% | Reduced |
| Dimension Capital Management LLC | 4,899 | $309.8K | 0.06% | −299−5.8% | Reduced |
| CFM Wealth Partners LLC | 4,899 | $309.8K | 0.06% | −200−3.9% | Reduced |
| Brown Brothers Harriman & Co | 4,898 | $309.8K | 0.00% | +2,836+137.5% | Added |
| Keudell/Morrison Wealth Management | 4,862 | $307.5K | 0.09% | +4,862 | New |
| Fortune Financial Advisors, LLC | 4,842 | $306.2K | 0.19% | −342−6.6% | Reduced |
| EPG Wealth Management LLC | 4,838 | $306.0K | 0.07% | −87−1.8% | Reduced |
| Paulson Wealth Management Inc. | 4,835 | $305.8K | 0.09% | −300−5.8% | Reduced |