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, Q2 2024
Institutional positions in Citigroup Inc as of Jun 30, 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
- 1,788
- +35 vs. Q1 2024
- Shares held
- 1.40B
- +12.6M (+0.9%) vs. Q1 2024
- Total value
- $88.5B
- +$1.20B (+1.4%) vs. Q1 2024
- New holders
- 162
- 742 more added
- Sold out
- 127
- 637 more reduced
25 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 2,064 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zuckerman Investment Group, LLC | 16,450 | $1.04M | 0.12% | +450+2.8% | Added |
| Melfa Wealth Management, LLC | 16,495 | $1.05M | 0.73% | −150−0.9% | Reduced |
| BTG Pactual Asset Management US LLC | 16,520 | $1.05M | 0.26% | +16,520 | New |
| Ignite Planners, LLC | 16,423 | $1.05M | 0.26% | −442−2.6% | Reduced |
| Ausdal Financial Partners, Inc. | 16,593 | $1.05M | 0.11% | −753−4.3% | Reduced |
| Legacy Capital Group California, Inc. | 16,596 | $1.05M | 0.38% | +169+1.0% | Added |
| Solitude Financial Services | 16,642 | $1.06M | 0.49% | +377+2.3% | Added |
| Buckingham Strategic Partners | 16,925 | $1.07M | 0.03% | −1,865−9.9% | Reduced |
| Essex Financial Services, Inc. | 18,567 | $1.08M | 0.08% | +2,746+17.4% | Added |
| LM Advisors LLC | 16,982 | $1.08M | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 17,122 | $1.08M | 0.02% | −1,705−9.1% | Reduced |
| EP Wealth Advisors, LLC | 17,342 | $1.10M | 0.01% | +3,313+23.6% | Added |
| Moors & Cabot, Inc. | 17,347 | $1.10M | 0.06% | +2,539+17.1% | Added |
| Bristlecone Advisors, LLC | 17,352 | $1.10M | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 16,765 | $1.10M | 0.04% | +1,138+7.3% | Added |
| Norden Group LLC | 17,438 | $1.11M | 0.22% | −866−4.7% | Reduced |
| Oarsman Capital, Inc. | 17,482 | $1.11M | 0.24% | +343+2.0% | Added |
| Sweet Financial Partners, LLC | 17,580 | $1.12M | 0.25% | +401+2.3% | Added |
| Umpqua Bank | 17,605 | $1.12M | 0.43% | +40.0% | Added |
| Carson Advisory Inc. | 17,713 | $1.12M | 0.79% | −100−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.12M | 0.74% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 17,843 | $1.13M | 0.15% | +1,422+8.7% | Added |
| Arkadios Wealth Advisors | 17,878 | $1.13M | 0.08% | +17,878 | New |
| Pallas Capital Advisors LLC | 17,646 | $1.15M | 0.05% | +5,778+48.7% | Added |
| Round Rock Advisors, LLC | 18,110 | $1.15M | 0.28% | +1,923+11.9% | Added |
| Mesirow Financial Investment Management, Inc. | 18,147 | $1.15M | 0.03% | −2,586−12.5% | Reduced |
| Resources Management Corp | 18,230 | $1.16M | 0.17% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 18,790 | $1.16M | 0.02% | −7,323−28.0% | Reduced |
| Dorchester Wealth Management Co | 18,290 | $1.16M | 0.22% | +2,800+18.1% | Added |
| Capstone Investment Advisors, LLC | 18,350 | $1.16M | 0.03% | +18,350 | New |
| Prime Capital Investment Advisors, LLC | 18,353 | $1.16M | 0.02% | −64−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,486 | $1.17M | 0.05% | +11,057+148.8% | Added |
| Warren Averett Asset Management, LLC | 18,503 | $1.17M | 0.02% | +537+3.0% | Added |
| Canandaigua National Bank & Trust Co | 18,525 | $1.18M | 0.13% | −2,324−11.1% | Reduced |
| AlphaCore Capital LLC | 18,587 | $1.18M | 0.28% | +10,001+116.5% | Added |
| Hilltop Holdings Inc. | 18,603 | $1.18M | 0.14% | +7,169+62.7% | Added |
| Spirit of America Management Corp | 18,700 | $1.19M | 0.24% | 00.0% | Unchanged |
| Regions Financial Corp | 18,827 | $1.19M | 0.01% | −320−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,885 | $1.20M | 0.05% | −3,348−15.1% | Reduced |
| InTrack Investment Management Inc | 18,959 | $1.20M | 0.86% | +907+5.0% | Added |
| AustralianSuper Pty Ltd | 18,993 | $1.21M | 0.01% | 00.0% | Unchanged |
| Game Creek Capital, LP | 19,250 | $1.22M | 0.68% | −4,750−19.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,276 | $1.22M | 0.03% | −1,709−8.1% | Reduced |
| Regal Investment Advisors LLC | 19,274 | $1.22M | 0.08% | −13−0.1% | Reduced |
| Golden State Equity Partners | 19,372 | $1.23M | 0.26% | +19,372 | New |
| Venture Visionary Partners LLC | 19,390 | $1.23M | 0.06% | −576−2.9% | Reduced |
| First National Trust Co | 19,596 | $1.24M | 0.05% | +1,000+5.4% | Added |
| Everett Harris & Co | 19,608 | $1.24M | 0.02% | +2,535+14.8% | Added |
| Tandem Capital Management Corp | 19,483 | $1.25M | 0.68% | −205−1.0% | Reduced |
| E&G Advisors, LP | 19,750 | $1.25M | 0.37% | 00.0% | Unchanged |
| Tevis Investment Management | 19,765 | $1.25M | 1.01% | +4,989+33.8% | Added |
| PSI Advisors, LLC | 19,807 | $1.26M | 0.40% | −2,303−10.4% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $1.26M | 0.08% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 19,957 | $1.27M | 0.26% | −10.0% | Reduced |
| Sowell Financial Services LLC | 19,985 | $1.27M | 0.06% | −2,401−10.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.27M | 0.16% | 00.0% | Unchanged |
| McDonald Partners LLC | 20,029 | $1.27M | 0.34% | +1,400+7.5% | Added |
| First Hawaiian Bank | 20,031 | $1.27M | 0.04% | −60−0.3% | Reduced |
| Merit Financial Group, LLC | 20,035 | $1.27M | 0.03% | −3,845−16.1% | Reduced |
| Cigna Investments Inc | 20,049 | $1.27M | 0.24% | −108−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 20,123 | $1.28M | 0.04% | −512−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 22,780 | $1.28M | 0.18% | +4,588+25.2% | Added |
| Benedict Financial Advisors Inc | 20,148 | $1.28M | 0.32% | +434+2.2% | Added |
| Wealthcare Advisory Partners LLC | 20,401 | $1.29M | 0.04% | +254+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 20,559 | $1.30M | 0.10% | +20,559 | New |
| BNP Paribas | 20,611 | $1.31M | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20,630 | $1.31M | 0.06% | +6,317+44.1% | Added |
| Arete Wealth Advisors, LLC | 21,003 | $1.33M | 0.11% | +5,057+31.7% | Added |
| White Pine Capital LLC | 20,955 | $1.33M | 0.50% | +268+1.3% | Added |
| Beacon Financial Advisory LLC | 20,964 | $1.33M | 0.50% | +20,964 | New |
| Dana Investment Advisors, Inc. | 20,968 | $1.33M | 0.04% | +312+1.5% | Added |
| Barry Investment Advisors, LLC | 20,998 | $1.33M | 0.45% | −72−0.3% | Reduced |
| USA Financial Portformulas Corp | 21,156 | $1.34M | 0.22% | +21,130+81,269.2% | Added |
| Transatlantique Private Wealth LLC | 21,438 | $1.36M | 0.55% | +652+3.1% | Added |
| American State Bank (Iowa) | 21,469 | $1.36M | 0.87% | −25−0.1% | Reduced |
| Jacobi Capital Management LLC | 21,682 | $1.38M | 0.12% | +165+0.8% | Added |
| Greenleaf Trust | 21,716 | $1.38M | 0.01% | +1,478+7.3% | Added |
| Coldstream Capital Management Inc | 21,775 | $1.38M | 0.03% | −615−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 21,855 | $1.39M | 0.07% | +17,242+373.8% | Added |
| Summit X, LLC | 21,894 | $1.40M | 0.31% | +3,197+17.1% | Added |
| GFG Capital, LLC | 22,278 | $1.41M | 0.39% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 22,299 | $1.42M | 0.50% | +236+1.1% | Added |
| CTC LLC | 22,416 | $1.42M | 0.11% | −134,349−85.7% | Reduced |
| Avitas Wealth Management LLC | 22,432 | $1.42M | 0.21% | +63+0.3% | Added |
| Dakota Wealth Management | 22,519 | $1.43M | 0.03% | −244−1.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 22,610 | $1.43M | 0.95% | +6,610+41.3% | Added |
| Huntington National Bank | 22,628 | $1.44M | 0.01% | +1,505+7.1% | Added |
| Longfellow Investment Management Co LLC | 22,677 | $1.44M | 0.36% | −4,196−15.6% | Reduced |
| Finivi Inc. | 22,744 | $1.44M | 1.20% | +22,744 | New |
| Pacitti Group Inc. | 22,807 | $1.45M | 0.76% | +7,195+46.1% | Added |
| Gold Investment Management Ltd. | 22,872 | $1.45M | 0.61% | +382+1.7% | Added |
| Slagle Financial, LLC | 22,992 | $1.46M | 0.75% | +1,444+6.7% | Added |
| Applied Finance Capital Management, LLC | 23,164 | $1.47M | 0.07% | +23,164 | New |
| Mystic Asset Management, Inc. | 23,286 | $1.48M | 0.60% | +272+1.2% | Added |
| CenterStar Asset Management, LLC | 23,468 | $1.49M | 2.24% | +23,468 | New |
| GAMMA Investing LLC | 23,472 | $1.49M | 0.20% | +8,598+57.8% | Added |
| Lido Advisors, LLC | 23,544 | $1.49M | 0.01% | +1,236+5.5% | Added |
| Intrua Financial, LLC | 23,586 | $1.50M | 0.24% | −3,337−12.4% | Reduced |
| Thoroughbred Financial Services, LLC | 23,800 | $1.51M | 0.10% | +8,946+60.2% | Added |
| Ameritas Advisory Services, LLC | 23,897 | $1.52M | 0.06% | −482−2.0% | Reduced |