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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| Intact Investment Management Inc. | 31,300 | $1.98M | 0.08% | +31,300 | New |
| Gotham Asset Management, LLC | 31,179 | $1.97M | 0.03% | +14,880+91.3% | Added |
| Profund Advisors LLC | 30,916 | $1.96M | 0.08% | −1,130−3.5% | Reduced |
| YHB Investment Advisors, Inc. | 30,911 | $1.95M | 0.17% | +140.0% | Added |
| Keybank National Association | 30,887 | $1.95M | 0.01% | +557+1.8% | Added |
| Naviter Wealth, LLC | 30,502 | $1.93M | 0.32% | +6,098+25.0% | Added |
| Birmingham Capital Management Co Inc | 30,465 | $1.93M | 0.71% | −1,140−3.6% | Reduced |
| Principal Securities, Inc. | 30,390 | $1.92M | 0.06% | +4,777+18.7% | Added |
| Granite Investment Partners, LLC | 30,035 | $1.90M | 0.07% | +6,103+25.5% | Added |
| Bangor Savings Bank | 30,020 | $1.90M | 0.19% | +29,312+4,140.1% | Added |
| Columbia Asset Management | 36,816 | $1.89M | 0.39% | 00.0% | Unchanged |
| Inscription Capital, LLC | 29,878 | $1.89M | 0.31% | +19,309+182.7% | Added |
| Round Hill Asset Management | 29,859 | $1.89M | 1.14% | +530+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 29,741 | $1.88M | 0.22% | −3,129−9.5% | Reduced |
| Schechter Investment Advisors, LLC | 29,609 | $1.87M | 0.14% | +2,663+9.9% | Added |
| Carret Asset Management, LLC | 29,526 | $1.87M | 0.22% | +40.0% | Added |
| Beach Investment Counsel Inc | 36,089 | $1.86M | 0.23% | +200+0.6% | Added |
| Stratos Wealth Partners, LTD. | 29,185 | $1.85M | 0.03% | +1,129+4.0% | Added |
| Transcend Wealth Collective, LLC | 29,123 | $1.84M | 0.15% | −107−0.4% | Reduced |
| Pinnacle Holdings, LLC | 29,110 | $1.84M | 0.74% | −190−0.6% | Reduced |
| Birchbrook, Inc. | 28,968 | $1.83M | 1.09% | −3,996−12.1% | Reduced |
| Meridian Investment Counsel Inc. | 28,877 | $1.83M | 0.61% | +17+0.1% | Added |
| FineMark National Bank & Trust | 28,714 | $1.82M | 0.07% | −1,790−5.9% | Reduced |
| Bleakley Financial Group, LLC | 28,695 | $1.81M | 0.05% | +904+3.3% | Added |
| Simplicity Wealth,LLC | 28,646 | $1.81M | 0.04% | +28,646 | New |
| Snowden Capital Advisors LLC | 28,464 | $1.80M | 0.06% | +6,435+29.2% | Added |
| Chicago Trust Co NA | 28,365 | $1.79M | 0.37% | +6,154+27.7% | Added |
| Meiji Yasuda Life Insurance Co | 28,252 | $1.79M | 0.04% | +3,794+15.5% | Added |
| Norris Financial Group, LLC | 28,185 | $1.78M | 0.98% | +28,185 | New |
| Equitable Trust Co | 27,670 | $1.75M | 0.12% | +3,617+15.0% | Added |
| Clearstead Advisors, LLC | 27,529 | $1.75M | 0.09% | +1,682+6.5% | Added |
| Advisors Management Group Inc | 27,488 | $1.74M | 0.43% | +1,275+4.9% | Added |
| Trust Asset Management LLC | 27,234 | $1.72M | 0.15% | 00.0% | Unchanged |
| Shay Capital LLC | 27,200 | $1.72M | 0.50% | +27,200 | New |
| Wellington Shields & Co., LLC | 27,171 | $1.72M | 0.58% | +680+2.6% | Added |
| SYSTM Wealth Solutions LLC | 27,012 | $1.71M | 0.22% | −1,893−6.5% | Reduced |
| Intrua Financial, LLC | 26,923 | $1.70M | 0.26% | −865−3.1% | Reduced |
| Longfellow Investment Management Co LLC | 26,873 | $1.70M | 0.38% | −11,144−29.3% | Reduced |
| Insight Inv LLC | 26,685 | $1.69M | 1.46% | +825+3.2% | Added |
| Allen Wealth Management, LLC | 26,643 | $1.68M | 1.49% | +342+1.3% | Added |
| Colony Group, LLC | 26,432 | $1.67M | 0.01% | +2,822+12.0% | Added |
| Lineweaver Wealth Advisors, LLC | 26,236 | $1.66M | 0.39% | +2,027+8.4% | Added |
| Meridian Wealth Management, LLC | 26,203 | $1.66M | 0.28% | +5,729+28.0% | Added |
| Waterfront Wealth Inc. | 26,830 | $1.66M | 0.46% | +7,014+35.4% | Added |
| Griffin Asset Management, Inc. | 26,163 | $1.65M | 0.20% | +10,172+63.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.65M | 0.52% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 26,113 | $1.65M | 0.02% | +17,628+207.8% | Added |
| Vident Advisory, LLC | 25,965 | $1.64M | 0.03% | +2,951+12.8% | Added |
| Meeder Advisory Services, Inc. | 25,908 | $1.64M | 0.17% | +2,138+9.0% | Added |
| Signaturefd, LLC | 25,858 | $1.64M | 0.03% | +3,263+14.4% | Added |
| Convergence Investment Partners, LLC | 25,855 | $1.64M | 0.63% | −12,127−31.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 25,760 | $1.63M | 0.17% | +1,790+7.5% | Added |
| Moody National Bank Trust Division | 25,735 | $1.63M | 0.13% | +844+3.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 25,653 | $1.62M | 0.69% | −292−1.1% | Reduced |
| Forum Financial Management, LP | 25,599 | $1.62M | 0.03% | −487−1.9% | Reduced |
| Criterion Capital Advisors, LLC | 25,398 | $1.61M | 1.07% | +4,567+21.9% | Added |
| CSS LLC | 25,226 | $1.60M | 0.13% | −4,000−13.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 30,944 | $1.59M | 0.61% | −1,376−4.3% | Reduced |
| PFG Investments, LLC | 24,947 | $1.58M | 0.10% | +18,744+302.2% | Added |
| CIBC Private Wealth Group, LLC | 24,703 | $1.57M | 0.00% | +2,833+13.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.56M | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 24,567 | $1.55M | 0.26% | +1,125+4.8% | Added |
| Boyar Asset Management Inc. | 24,395 | $1.54M | 1.01% | +726+3.1% | Added |
| Ameritas Advisory Services, LLC | 24,379 | $1.53M | 0.06% | +3,691+17.8% | Added |
| Game Creek Capital, LP | 24,000 | $1.52M | 0.82% | +2,500+11.6% | Added |
| Consilium Wealth Advisory, LLC | 23,680 | $1.50M | 0.84% | +6,069+34.5% | Added |
| New Century Financial Group, LLC | 23,587 | $1.49M | 1.03% | +938+4.1% | Added |
| Merit Financial Group, LLC | 23,880 | $1.47M | 0.04% | +10,597+79.8% | Added |
| CAPROCK Group, Inc. | 23,016 | $1.46M | 0.08% | +5,979+35.1% | Added |
| Mystic Asset Management, Inc. | 23,014 | $1.46M | 0.60% | +128+0.6% | Added |
| Infrastructure Capital Advisors, LLC | 23,008 | $1.46M | 0.19% | −8,540−27.1% | Reduced |
| Connective Portfolio Management, LLC | 23,000 | $1.45M | 2.56% | +3,000+15.0% | Added |
| Clearbridge Investments, LLC | 22,885 | $1.45M | 0.00% | +22,885 | New |
| Dakota Wealth Management | 22,763 | $1.44M | 0.04% | +3,201+16.4% | Added |
| Gold Investment Management Ltd. | 22,490 | $1.42M | 0.57% | +680+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 22,430 | $1.42M | 0.06% | +15,598+228.3% | Added |
| Sowell Financial Services LLC | 22,386 | $1.42M | 0.07% | −3,896−14.8% | Reduced |
| Coldstream Capital Management Inc | 22,390 | $1.42M | 0.04% | +3,640+19.4% | Added |
| Avitas Wealth Management LLC | 22,369 | $1.41M | 0.21% | +22,369 | New |
| Umb Bank N A | 22,350 | $1.41M | 0.02% | −9,919−30.7% | Reduced |
| Mirador Capital Partners LP | 22,332 | $1.41M | 0.27% | +16,254+267.4% | Added |
| Lido Advisors, LLC | 22,308 | $1.41M | 0.01% | +1,796+8.8% | Added |
| GFG Capital, LLC | 22,278 | $1.41M | 0.36% | −157−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 22,233 | $1.41M | 0.05% | −4,964−18.3% | Reduced |
| Lincoln National Corp | 22,209 | $1.40M | 0.02% | +7,896+55.2% | Added |
| PSI Advisors, LLC | 22,110 | $1.40M | 0.51% | −771−3.4% | Reduced |
| Atomi Financial Group, Inc. | 22,108 | $1.40M | 0.13% | +3,399+18.2% | Added |
| Duff & Phelps Investment Management Co | 22,082 | $1.40M | 0.02% | +796+3.7% | Added |
| VELA Investment Management, LLC | 22,063 | $1.40M | 0.51% | +4,139+23.1% | Added |
| Slagle Financial, LLC | 21,548 | $1.36M | 0.74% | −68,200−76.0% | Reduced |
| Jacobi Capital Management LLC | 21,517 | $1.36M | 0.13% | +157+0.7% | Added |
| American State Bank (Iowa) | 21,494 | $1.36M | 0.91% | −2,860−11.7% | Reduced |
| World Equity Group, Inc. | 21,446 | $1.36M | 0.28% | +1,854+9.5% | Added |
| Wetzel Investment Advisors, Inc. | 23,141 | $1.35M | 0.79% | +4,721+25.6% | Added |
| Altrafin AG | 21,200 | $1.34M | 0.49% | 00.0% | Unchanged |
| Huntington National Bank | 21,123 | $1.34M | 0.01% | +239+1.1% | Added |
| Barry Investment Advisors, LLC | 21,070 | $1.33M | 0.44% | −748−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,985 | $1.33M | 0.04% | +82+0.4% | Added |
| IFP Advisors, Inc | 20,928 | $1.32M | 0.06% | +4,867+30.3% | Added |
| Atlantic Union Bankshares Corp | 20,909 | $1.32M | 0.11% | +2,137+11.4% | Added |