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 |
|---|---|---|---|---|---|
| Avaii Wealth Management, LLC | 3,717 | $235.1K | 0.14% | +3,717 | New |
| Angeles Investment Advisors, LLC | 3,713 | $234.8K | 0.01% | +3,713 | New |
| Pacific Center for Financial Services | 3,695 | $233.7K | 0.07% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,672 | $232.2K | 0.01% | −1,016−21.7% | Reduced |
| Main Street Group, LTD | 3,647 | $231.1K | 0.10% | +1,828+100.5% | Added |
| Resurgent Financial Advisors LLC | 3,636 | $230.0K | 0.12% | −1,518−29.5% | Reduced |
| Peoples Bank | 3,635 | $229.9K | 0.13% | +3,635 | New |
| Investmark Advisory Group LLC | 3,623 | $229.1K | 0.13% | +3,623 | New |
| Vaughan David Investments LLC | 3,625 | $229.0K | 0.01% | +3,625 | New |
| Wayfinding Financial, LLC | 3,647 | $228.0K | 0.13% | +3,647 | New |
| Allied Investment Advisors, LLC | 3,585 | $226.7K | 0.05% | +3,585 | New |
| Highlander Capital Management, LLC | 3,584 | $226.7K | 0.08% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,584 | $226.7K | 0.00% | +3,584 | New |
| Joel Isaacson & Co., LLC | 3,582 | $226.5K | 0.01% | +3,582 | New |
| Napatree Capital LLC | 3,684 | $225.9K | 0.22% | −1,724−31.9% | Reduced |
| Confluence Wealth Services, Inc. | 3,564 | $225.4K | 0.02% | +3,564 | New |
| Wealthspire Advisors, LLC | 3,520 | $222.6K | 0.00% | −873−19.9% | Reduced |
| Legacy Advisors, LLC | 3,513 | $222.2K | 0.03% | +3,513 | New |
| Key Financial Inc | 3,511 | $222.0K | 0.06% | −14−0.4% | Reduced |
| Auto-Owners Insurance Co | 3,500 | $221.3K | 0.01% | +3,500 | New |
| AJOVista, LLC | 3,496 | $221.1K | 0.60% | 00.0% | Unchanged |
| First National Bank of Omaha | 3,107 | $220.6K | 0.02% | −1,385−30.8% | Reduced |
| Valley Brook Capital Group | 3,484 | $220.3K | 0.18% | +3,484 | New |
| Shoker Investment Counsel, Inc. | 3,467 | $220.1K | 0.08% | +3,467 | New |
| Latitude Advisors, LLC | 3,474 | $219.7K | 0.14% | +3,474 | New |
| Sterling Investment Counsel, LLC | 3,470 | $219.4K | 0.10% | +3,470 | New |
| Aspiriant, LLC | 3,466 | $219.2K | 0.01% | +3,466 | New |
| Oak Harbor Wealth Partners, LLC | 3,460 | $218.8K | 0.07% | +3,460 | New |
| BEAM Asset Management, LLC | 3,456 | $218.5K | 0.13% | +3,456 | New |
| Sanders Morris Harris LLC | 3,454 | $218.4K | 0.04% | +3,454 | New |
| Buckley Wealth Management, LLC | 3,452 | $218.3K | 0.07% | +3,452 | New |
| Audent Global Asset Management, LLC | 3,450 | $218.2K | 0.22% | +3,450 | New |
| First Citizens Bank & Trust Co | 3,431 | $217.0K | 0.00% | +3,431 | New |
| Waller Financial Planning Group, Inc | 3,424 | $216.5K | 0.06% | −590−14.7% | Reduced |
| Lansing Street Advisors | 3,410 | $215.7K | 0.10% | +3,410 | New |
| Garrison Point Advisors, LLC | 3,410 | $215.6K | 0.14% | +3,410 | New |
| Epoch Investment Partners, Inc. | 3,407 | $215.5K | 0.00% | +3,407 | New |
| Source Financial Advisors LLC | 3,405 | $215.3K | 0.07% | +3,405 | New |
| Eagle Global Advisors LLC | 3,400 | $215.0K | 0.01% | +3,400 | New |
| IVC Wealth Advisors LLC | 3,398 | $214.9K | 0.12% | +3,398 | New |
| Caldwell Trust Co | 3,358 | $212.4K | 0.02% | +350+11.6% | Added |
| BancorpSouth Bank | 3,343 | $211.4K | 0.02% | +3,343 | New |
| Mirabella Financial Services LLP | 3,338 | $210.7K | 0.02% | −2,762−45.3% | Reduced |
| Pavion Blue Capital, LLC | 3,330 | $210.6K | 0.10% | +3,330 | New |
| Sage Mountain Advisors LLC | 3,320 | $210.0K | 0.02% | +3,320 | New |
| Visionary Wealth Advisors | 3,310 | $209.3K | 0.01% | +3,310 | New |
| Private Capital Management LLC | 3,307 | $209.1K | 0.05% | +3,307 | New |
| TRUE Private Wealth Advisors | 3,305 | $209.0K | 0.02% | −840−20.3% | Reduced |
| Keeley-Teton Advisors, LLC | 3,300 | $208.7K | 0.03% | +3,300 | New |
| Whitener Capital Management, Inc. | 3,299 | $208.7K | 0.07% | +3,299 | New |
| Embree Financial Group | 3,279 | $207.4K | 0.04% | +3,279 | New |
| New Covenant Trust Company, N.A. | 3,278 | $207.3K | 0.21% | +3,278 | New |
| Howard Capital Management Inc. | 3,275 | $207.1K | 0.02% | +3,275 | New |
| David Loasby | 3,358 | $207.0K | 0.02% | +3,358 | New |
| RDA Financial Network | 3,270 | $206.8K | 0.07% | +3,270 | New |
| Bank Ozk | 3,255 | $205.8K | 0.09% | −2,269−41.1% | Reduced |
| Activest Wealth Management | 3,249 | $205.4K | 0.10% | −499−13.3% | Reduced |
| Frisch Financial Group, Inc. | 3,234 | $205.0K | 0.07% | +3,234 | New |
| Millennium Capital Advisors, LLC | 3,239 | $204.8K | 0.14% | +3,239 | New |
| Apexium Financial, LP | 3,230 | $204.3K | 0.02% | +3,230 | New |
| New Jersey Better Educational Savings Trust | 3,211 | $203.1K | 0.38% | +3,211 | New |
| Eagle Harbor Asset Management Inc | 3,208 | $202.9K | 0.22% | +3,208 | New |
| Aire Advisors, LLC | 3,205 | $202.7K | 0.05% | +3,205 | New |
| Gables Capital Management Inc. | 3,200 | $202.4K | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,196 | $202.1K | 0.00% | +3,196 | New |
| Tower Bridge Advisors | 3,196 | $202.1K | 0.02% | −6,750−67.9% | Reduced |
| Aspen Investment Management Inc | 3,189 | $202.0K | 0.10% | +3,189 | New |
| BluePath Capital Management, LLC | 3,188 | $201.6K | 0.16% | +3,188 | New |
| Cedar Brook Financial Partners, LLC | 3,185 | $201.4K | 0.04% | +3,185 | New |
| Beacon Bridge Wealth Partners, LLC | 3,175 | $200.8K | 0.09% | −2,126−40.1% | Reduced |
| Fishman Jay A Ltd | 3,175 | $200.8K | 0.02% | +3,175 | New |
| Pinnacle Bancorp, Inc. | 3,130 | $197.9K | 0.06% | −63−2.0% | Reduced |
| Clear Street Markets LLC | 3,100 | $196.0K | 0.09% | +3,100 | New |
| Covestor Ltd | 3,056 | $194.0K | 0.12% | −1,228−28.7% | Reduced |
| Nemes Rush Group LLC | 3,048 | $192.8K | 0.03% | −14−0.5% | Reduced |
| Crewe Advisors LLC | 3,038 | $192.1K | 0.02% | +3,038 | New |
| Oakworth Capital, Inc. | 3,012 | $190.5K | 0.01% | +1,433+90.8% | Added |
| Silvant Capital Management LLC | 2,906 | $183.8K | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 2,833 | $179.2K | 0.08% | −153−5.1% | Reduced |
| Rothschild Investment LLC | 2,831 | $179.0K | 0.01% | +257+10.0% | Added |
| Central Trust Co | 2,813 | $177.9K | 0.00% | −1,028−26.8% | Reduced |
| MV Capital Management, Inc. | 2,792 | $176.6K | 0.02% | −603−17.8% | Reduced |
| First Foundation Advisors | 2,742 | $173.4K | 0.01% | +468+20.6% | Added |
| Ancora Advisors, LLC | 2,688 | $170.0K | 0.00% | −3−0.1% | Reduced |
| Larson Financial Group LLC | 2,669 | $168.8K | 0.01% | −606−18.5% | Reduced |
| Washington Trust Advisors, Inc. | 2,625 | $166.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,572 | $163.0K | 0.03% | −600−18.9% | Reduced |
| City State Bank | 2,557 | $162.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,451 | $155.0K | 0.02% | +15+0.6% | Added |
| Mather Group, LLC. | 2,983 | $153.4K | 0.00% | +2,983 | New |
| Gleason Group, Inc. | 2,370 | $149.9K | 0.03% | +22+0.9% | Added |
| Anchor Investment Management, LLC | 2,305 | $145.8K | 0.02% | −550−19.3% | Reduced |
| Belmont Capital, LLC | 2,282 | $144.3K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,264 | $143.2K | 0.01% | +94+4.3% | Added |
| Capula Management Ltd | 2,263 | $143.1K | 0.00% | +2,263 | New |
| Sugarloaf Wealth Management, LLC | 2,241 | $141.7K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,185 | $138.2K | 0.10% | +40+1.9% | Added |
| Duncker Streett & Co Inc | 2,160 | $136.6K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 2,157 | $136.4K | 0.00% | +114+5.6% | Added |
| Ronald Blue Trust, Inc. | 2,136 | $135.1K | 0.00% | −1,891−47.0% | Reduced |