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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 2,133 | $134.9K | 0.05% | +1,608+306.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,118 | $134.0K | 0.06% | −571−21.2% | Reduced |
| Grove Bank & Trust | 1,994 | $126.1K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,969 | $124.5K | 0.05% | −123−5.9% | Reduced |
| LRI Investments, LLC | 1,965 | $124.3K | 0.03% | +1,965 | New |
| Eagle Bay Advisors LLC | 1,963 | $124.2K | 0.08% | −26−1.3% | Reduced |
| Independence Bank of Kentucky | 1,913 | $121.0K | 0.04% | −50−2.5% | Reduced |
| Atlantic Trust, LLC | 1,899 | $120.1K | 0.03% | +9+0.5% | Added |
| Washington Trust Co | 1,859 | $117.6K | 0.00% | −1,785−49.0% | Reduced |
| Founders Capital Management | 1,854 | $117.2K | 0.08% | +54+3.0% | Added |
| Addison Advisors LLC | 1,852 | $117.1K | 0.04% | +194+11.7% | Added |
| Hills Bank & Trust Co | 1,820 | $115.1K | 0.01% | +1,820 | New |
| Prestige Wealth Management Group LLC | 1,816 | $114.8K | 0.02% | −5,789−76.1% | Reduced |
| Headlands Technologies LLC | 1,792 | $113.3K | 0.03% | −70,334−97.5% | Reduced |
| St Germain D J Co Inc | 1,763 | $111.5K | 0.01% | −749−29.8% | Reduced |
| Trust Co | 1,755 | $111.0K | 0.01% | +278+18.8% | Added |
| Avion Wealth | 1,711 | $109.0K | 0.03% | +113+7.1% | Added |
| Acropolis Investment Management, LLC | 1,721 | $108.8K | 0.01% | +1,721 | New |
| Carmichael Hill & Associates, Inc. | 1,716 | $108.5K | 0.04% | +9+0.5% | Added |
| Sittner & Nelson, LLC | 1,708 | $108.0K | 0.05% | −10−0.6% | Reduced |
| CKW Financial Group | 1,700 | $108.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,629 | $103.0K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,625 | $102.8K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $101.2K | 0.04% | +300+23.1% | Added |
| First Command Advisory Services, Inc. | 1,598 | $101.1K | 0.00% | +61+4.0% | Added |
| Union Savings Bank | 1,590 | $100.6K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,587 | $100.4K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $98.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,509 | $95.4K | 0.07% | +85+6.0% | Added |
| Altshuler Shaham Ltd | 1,500 | $94.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $94.9K | 0.07% | +1,500 | New |
| TCTC Holdings, LLC | 1,487 | $94.0K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,455 | $92.0K | 0.05% | −136−8.5% | Reduced |
| Norwood Financial Corp | 1,449 | $91.6K | 0.13% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $88.5K | 0.06% | +1,400 | New |
| AllSquare Wealth Management LLC | 1,348 | $85.2K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,325 | $83.8K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,324 | $83.7K | 0.04% | +712+116.3% | Added |
| SOA Wealth Advisors, LLC. | 1,316 | $83.2K | 0.02% | +2+0.2% | Added |
| Montag A & Associates Inc | 1,304 | $82.5K | 0.00% | +983+306.2% | Added |
| JCIC Asset Management Inc. | 1,280 | $80.9K | 0.03% | −60−4.5% | Reduced |
| Cape Investment Advisory, Inc. | 1,278 | $80.8K | 0.04% | −118−8.5% | Reduced |
| Bell Investment Advisors, Inc | 1,275 | $80.6K | 0.02% | +8+0.6% | Added |
| DT Investment Partners, LLC | 1,251 | $79.1K | 0.01% | −22,238−94.7% | Reduced |
| Nordwand Advisors, LLC | 1,250 | $79.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,172 | $74.1K | 0.00% | −1,278−52.2% | Reduced |
| Y.D. More Investments Ltd | 1,168 | $73.7K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,145 | $72.4K | 0.04% | −931−44.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,142 | $72.2K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,125 | $71.1K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,108 | $70.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,102 | $69.7K | 0.01% | +1,038+1,621.9% | Added |
| Grayhawk Investment Strategies Inc. | 1,100 | $69.6K | 0.06% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,090 | $68.9K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,090 | $68.9K | 0.03% | +304+38.7% | Added |
| Salomon & Ludwin, LLC | 1,077 | $68.1K | 0.01% | +616+133.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,061 | $67.1K | 0.02% | +79+8.0% | Added |
| Bruce G. Allen Investments, LLC | 1,056 | $66.8K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,021 | $64.5K | 0.00% | +225+28.3% | Added |
| Central Pacific Bank - Trust Division | 1,000 | $63.5K | 0.01% | +1,000 | New |
| ZRC Wealth Management, LLC | 1,000 | $63.2K | 0.03% | −600−37.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $63.2K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $63.2K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $63.2K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $63.2K | 0.01% | +1,000 | New |
| EMC Capital Management | 1,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 988 | $62.5K | 0.00% | −159−13.9% | Reduced |
| Rise Advisors, LLC | 972 | $61.5K | 0.03% | +972 | New |
| Rational Advisors LLC | 968 | $61.2K | 0.01% | −513−34.6% | Reduced |
| Costello Asset Management, INC | 944 | $59.7K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 926 | $59.0K | 0.00% | +6+0.7% | Added |
| Castleview Partners, LLC | 925 | $58.5K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 923 | $58.4K | 0.01% | +736+393.6% | Added |
| ICA Group Wealth Management, LLC | 907 | $57.4K | 0.01% | −99−9.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 906 | $57.3K | 0.01% | +39+4.5% | Added |
| Benjamin Edwards Inc | 907 | $57.0K | 0.01% | −1,663−64.7% | Reduced |
| Hall Laurie J Trustee | 900 | $57.0K | 0.02% | +330+57.9% | Added |
| AlphaMark Advisors, LLC | 878 | $56.0K | 0.02% | −712−44.8% | Reduced |
| Kozak & Associates, Inc. | 869 | $55.7K | 0.01% | +8+0.9% | Added |
| Pacifica Partners Inc. | 895 | $54.5K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 834 | $52.8K | 0.01% | −847−50.4% | Reduced |
| TSFG, LLC | 826 | $52.0K | 0.01% | −147−15.1% | Reduced |
| Friedenthal Financial | 822 | $52.0K | 0.03% | −67−7.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $51.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 807 | $51.0K | 0.02% | +162+25.1% | Added |
| Carolinas Wealth Consulting LLC | 800 | $50.6K | 0.01% | +16+2.0% | Added |
| Riverview Trust Co | 798 | $50.5K | 0.04% | +798 | New |
| GW&K Investment Management, LLC | 789 | $50.0K | 0.00% | +3+0.4% | Added |
| Front Row Advisors LLC | 779 | $49.3K | 0.02% | +44+6.0% | Added |
| Hilltop National Bank | 774 | $48.9K | 0.02% | +774 | New |
| Colonial Trust Co | 759 | $48.0K | 0.01% | −29−3.7% | Reduced |
| State of Wyoming | 735 | $46.5K | 0.01% | −1,207−62.2% | Reduced |
| West Paces Advisors Inc. | 731 | $46.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 728 | $46.1K | 0.01% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 725 | $45.8K | 0.02% | +725 | New |
| Hartford Financial Management Inc. | 721 | $45.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 719 | $45.0K | 0.01% | +47+7.0% | Added |
| CNB Bank | 710 | $44.9K | 0.02% | +5+0.7% | Added |
| Marshall Wace, LLP | 700 | $44.3K | 0.00% | −156,665−99.6% | Reduced |
| Toth Financial Advisory Corp | 699 | $44.2K | 0.01% | +1+0.1% | Added |