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; 2,645 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 | 2,645 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 4,830 | $305.5K | 0.12% | −85−1.7% | Reduced |
| Callan Capital, LLC | 4,810 | $304.2K | 0.03% | +4,810 | New |
| Woodward Diversified Capital, LLC | 4,800 | $303.6K | 0.19% | +236+5.2% | Added |
| Pine Valley Investments Ltd Liability Co | 4,796 | $303.3K | 0.02% | −75−1.5% | Reduced |
| Blueprint Investment Partners LLC | 4,796 | $303.3K | 0.06% | +4,796 | New |
| Sightline Wealth Advisors, LLC | 4,777 | $302.1K | 0.20% | +36+0.8% | Added |
| Magnus Financial Group LLC | 4,738 | $299.6K | 0.04% | +35+0.7% | Added |
| Requisite Capital Management, LLC | 4,736 | $299.5K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,697 | $297.0K | 0.14% | +446+10.5% | Added |
| MidWestOne Financial Group, Inc. | 4,681 | $296.0K | 0.05% | +26+0.6% | Added |
| Glen Eagle Advisors, LLC | 4,649 | $294.0K | 0.06% | +10.0% | Added |
| Nwam LLC | 4,681 | $291.9K | 0.02% | −1,420−23.3% | Reduced |
| Stratos Wealth Advisors, LLC | 4,613 | $291.8K | 0.02% | −727−13.6% | Reduced |
| Samalin Investment Counsel, LLC | 4,607 | $291.3K | 0.14% | −28−0.6% | Reduced |
| Mission Wealth Management, LP | 4,605 | $291.2K | 0.01% | +4,605 | New |
| TBH Global Asset Management, LLC | 4,576 | $289.4K | 0.06% | +4,576 | New |
| Prentice Wealth Management LLC | 4,549 | $287.7K | 0.10% | −375−7.6% | Reduced |
| Machina Capital S.A.S. | 4,534 | $286.7K | 0.15% | −2,941−39.3% | Reduced |
| Avantax Planning Partners, Inc. | 4,528 | $286.3K | 0.01% | +558+14.1% | Added |
| FinTrust Capital Advisors, LLC | 4,525 | $286.2K | 0.06% | −210−4.4% | Reduced |
| Berkeley Capital Partners, LLC | 4,525 | $286.1K | 0.09% | +4,525 | New |
| O'Rourke & Company, Inc | 4,508 | $285.0K | 0.17% | +297+7.1% | Added |
| Quotient Wealth Partners, LLC | 4,504 | $284.8K | 0.01% | +4,504 | New |
| ABN AMRO Bank N.V. | 4,501 | $284.7K | 0.00% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,501 | $284.6K | 0.02% | +4,501 | New |
| Gs Investments, Inc. | 4,499 | $284.5K | 0.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,496 | $284.3K | 0.00% | −657−12.7% | Reduced |
| Asset Allocation Strategies LLC | 4,475 | $283.0K | 0.10% | +443+11.0% | Added |
| Lee Financial Co | 4,473 | $282.9K | 0.05% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,465 | $282.4K | 0.01% | −12−0.3% | Reduced |
| Raleigh Capital Management Inc. | 4,464 | $282.3K | 0.12% | +203+4.8% | Added |
| Childress Capital Advisors, LLC | 4,463 | $282.2K | 0.08% | −7−0.2% | Reduced |
| Trueblood Wealth Management, LLC | 4,458 | $281.9K | 0.16% | 00.0% | Unchanged |
| Hansen & Associates Financial Group, Inc. | 4,754 | $281.2K | 0.16% | +4,754 | New |
| Cedrus LLC | 4,444 | $281.1K | 0.15% | +189+4.4% | Added |
| Tarbox Family Office, Inc. | 4,432 | $280.3K | 0.05% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 4,431 | $280.2K | 0.19% | +3+0.1% | Added |
| Eudaimonia Partners, LLC | 4,429 | $280.1K | 0.07% | +256+6.1% | Added |
| Richwood Investment Advisors, LLC | 4,427 | $280.0K | 0.25% | −260−5.5% | Reduced |
| Delta Financial Group, Inc. | 4,417 | $279.0K | 0.08% | −979−18.1% | Reduced |
| Orca Investment Management, LLC | 4,393 | $277.8K | 0.26% | −617−12.3% | Reduced |
| Ti-Trust, Inc | 4,389 | $277.6K | 0.20% | +4,389 | New |
| Guardian Wealth Advisors, LLC | 4,388 | $277.5K | 0.03% | +407+10.2% | Added |
| Zions Bancorporation, N.A. | 4,362 | $275.9K | 0.02% | −153−3.4% | Reduced |
| OneAscent Financial Services LLC | 4,352 | $275.0K | 0.03% | −277−6.0% | Reduced |
| Gryphon Financial Partners LLC | 4,335 | $274.1K | 0.05% | −11,226−72.1% | Reduced |
| InterOcean Capital Group, LLC | 4,319 | $273.2K | 0.01% | +4,319 | New |
| X-Square Capital, LLC | 4,452 | $273.0K | 0.13% | −169−3.7% | Reduced |
| United Community Bank | 4,298 | $271.8K | 0.11% | +16+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,295 | $271.6K | 0.04% | +164+4.0% | Added |
| Applied Capital LLC | 4,294 | $271.6K | 0.22% | −120−2.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,286 | $271.0K | 0.01% | +4,286 | New |
| Hyman Charles D | 4,274 | $270.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,254 | $269.0K | 0.06% | +4,254 | New |
| Lifestyle Asset Management, Inc. | 4,249 | $268.7K | 0.16% | −751−15.0% | Reduced |
| Meeder Asset Management Inc | 4,248 | $268.6K | 0.02% | +4,248 | New |
| Systematic Alpha Investments, LLC | 4,238 | $268.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,213 | $267.4K | 0.12% | −386−8.4% | Reduced |
| Gray Wealth Management Inc. | 4,154 | $262.7K | 0.12% | −19−0.5% | Reduced |
| Accurate Wealth Management, LLC | 4,441 | $262.7K | 0.08% | −1,152−20.6% | Reduced |
| Navis Wealth Advisors, LLC | 4,122 | $260.7K | 0.31% | +22+0.5% | Added |
| Eagle Strategies LLC | 4,116 | $260.3K | 0.06% | +4,116 | New |
| Wallace Advisory Group, LLC | 5,043 | $259.4K | 0.19% | −967−16.1% | Reduced |
| MRP Capital Investments, LLC | 4,100 | $259.3K | 0.26% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,094 | $258.9K | 0.02% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,092 | $258.8K | 0.03% | −175−4.1% | Reduced |
| Catalyst Financial Partners LLC | 4,443 | $258.4K | 0.07% | +265+6.3% | Added |
| Connecticut Wealth Management, LLC | 4,085 | $258.4K | 0.01% | −3,772−48.0% | Reduced |
| Blue Barn Wealth, LLC | 4,083 | $258.2K | 0.14% | −32−0.8% | Reduced |
| Circle Wealth Management, LLC | 4,071 | $257.4K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,064 | $257.0K | 0.22% | +4,064 | New |
| Baxter Bros Inc | 4,064 | $257.0K | 0.03% | −379−8.5% | Reduced |
| Successful Portfolios LLC | 4,043 | $255.7K | 0.17% | −31−0.8% | Reduced |
| Edge Capital Group, LLC | 4,034 | $255.1K | 0.01% | +4,034 | New |
| All Terrain Financial Advisors, LLC | 4,028 | $254.7K | 0.11% | 00.0% | Unchanged |
| Norway Savings Bank | 4,005 | $253.3K | 0.11% | −1,253−23.8% | Reduced |
| GTS Securities LLC | 4,004 | $253.2K | 0.01% | −488,674−99.2% | Reduced |
| Catalina Capital Group, LLC | 4,002 | $253.1K | 0.11% | +4,002 | New |
| Roble, Belko & Company, Inc | 4,000 | $253.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,988 | $252.2K | 0.03% | +3,988 | New |
| DecisionPoint Financial, LLC | 4,000 | $250.6K | 0.10% | +4,000 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 5,343 | $250.5K | 0.02% | +5,343 | New |
| Rosenberg Matthew Hamilton | 3,901 | $247.6K | 0.07% | +6+0.2% | Added |
| Legacy Financial Advisors, Inc. | 3,907 | $247.1K | 0.04% | −41−1.0% | Reduced |
| CoreCap Advisors, LLC | 3,905 | $247.0K | 0.01% | +3,905 | New |
| D'Orazio & Associates, Inc. | 3,895 | $246.3K | 0.04% | +3,895 | New |
| Capital Advisors Inc | 3,893 | $246.2K | 0.01% | +3,893 | New |
| Beaton Management Co. Inc. | 3,892 | $246.0K | 0.13% | −100−2.5% | Reduced |
| FirstPurpose Wealth LLC | 4,066 | $244.7K | 0.09% | −46−1.1% | Reduced |
| RMB Capital Management, LLC | 3,847 | $243.3K | 0.01% | +3,847 | New |
| Journey Strategic Wealth LLC | 3,847 | $243.3K | 0.01% | +3,847 | New |
| Essex Savings Bank | 4,729 | $243.2K | 0.07% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 3,837 | $242.7K | 0.02% | +3,837 | New |
| Rosenblum Silverman Sutton S F Inc | 3,824 | $241.8K | 0.07% | −350−8.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,812 | $241.1K | 0.02% | +3,812 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,806 | $241.0K | 0.00% | −647−14.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,800 | $240.3K | 0.07% | +3,800 | New |
| Seven Mile Advisory | 3,798 | $240.2K | 0.18% | −4,529−54.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,795 | $239.9K | 0.02% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 3,749 | $237.1K | 0.05% | +3,749 | New |