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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 24,007 | $1.52M | 0.01% | −169,715−87.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 22,901 | $1.53M | 0.88% | −240−1.0% | Reduced |
| Mirador Capital Partners LP | 24,286 | $1.54M | 0.29% | +1,954+8.7% | Added |
| Boyar Asset Management Inc. | 24,395 | $1.55M | 1.06% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.56M | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 24,903 | $1.58M | 0.14% | −4,838−16.3% | Reduced |
| Convergence Investment Partners, LLC | 24,953 | $1.58M | 0.46% | −902−3.5% | Reduced |
| Criterion Capital Advisors, LLC | 25,408 | $1.61M | 1.02% | +100.0% | Added |
| Griffin Asset Management, Inc. | 25,499 | $1.62M | 0.19% | −664−2.5% | Reduced |
| HighPoint Advisor Group LLC | 24,754 | $1.63M | 0.10% | +4,658+23.2% | Added |
| Schechter Investment Advisors, LLC | 25,728 | $1.63M | 0.12% | −3,881−13.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,795 | $1.64M | 0.47% | +12,998+101.6% | Added |
| Oxford Wealth Group, LLC | 26,076 | $1.65M | 1.14% | +6,576+33.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.66M | 0.51% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 26,183 | $1.66M | 0.26% | −15,000−36.4% | Reduced |
| CSS LLC | 26,226 | $1.66M | 0.12% | +1,000+4.0% | Added |
| CIBC Private Wealth Group, LLC | 25,863 | $1.67M | 0.00% | +1,160+4.7% | Added |
| Norris Financial Group, LLC | 26,421 | $1.68M | 0.87% | −1,764−6.3% | Reduced |
| Forum Financial Management, LP | 26,494 | $1.68M | 0.03% | +895+3.5% | Added |
| Cohen Investment Advisors LLC | 40,981 | $1.69M | 1.36% | −5,939−12.7% | Reduced |
| Insight Inv LLC | 26,685 | $1.69M | 1.46% | 00.0% | Unchanged |
| Cooper Financial Group | 26,752 | $1.70M | 0.25% | +2,185+8.9% | Added |
| Schear Investment Advisers, LLC | 26,775 | $1.70M | 1.23% | +6,542+32.3% | Added |
| Granite Investment Partners, LLC | 26,837 | $1.70M | 0.07% | −3,198−10.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 26,860 | $1.70M | 0.74% | +1,207+4.7% | Added |
| Birchbrook, Inc. | 26,917 | $1.71M | 1.02% | −2,051−7.1% | Reduced |
| Trust Asset Management LLC | 27,234 | $1.73M | 0.15% | 00.0% | Unchanged |
| Signaturefd, LLC | 27,265 | $1.73M | 0.04% | +1,407+5.4% | Added |
| Moody National Bank Trust Division | 27,285 | $1.73M | 0.13% | +1,550+6.0% | Added |
| Allen Wealth Management, LLC | 27,476 | $1.74M | 1.55% | +833+3.1% | Added |
| Waterfront Wealth Inc. | 27,521 | $1.75M | 0.47% | +691+2.6% | Added |
| PFG Investments, LLC | 27,616 | $1.75M | 0.13% | +2,669+10.7% | Added |
| Chicago Trust Co NA | 27,748 | $1.76M | 0.36% | −617−2.2% | Reduced |
| Salzhauer Michael | 27,892 | $1.77M | 1.43% | +15,207+119.9% | Added |
| Simplicity Wealth,LLC | 27,894 | $1.77M | 0.04% | −752−2.6% | Reduced |
| Bleakley Financial Group, LLC | 27,904 | $1.77M | 0.05% | −791−2.8% | Reduced |
| Parallel Advisors, LLC | 28,001 | $1.78M | 0.05% | +12,671+82.7% | Added |
| Kovack Advisors, Inc. | 28,126 | $1.78M | 0.20% | −4,277−13.2% | Reduced |
| Atomi Financial Group, Inc. | 28,133 | $1.79M | 0.13% | +6,025+27.3% | Added |
| Vestmark Advisory Solutions, Inc. | 28,160 | $1.79M | 0.07% | +5,730+25.5% | Added |
| Advisors Management Group Inc | 28,240 | $1.79M | 0.45% | +752+2.7% | Added |
| Wellington Shields & Co., LLC | 28,271 | $1.79M | 0.58% | +1,100+4.0% | Added |
| Bridgefront Capital, LLC | 28,277 | $1.79M | 0.75% | +20,928+284.8% | Added |
| Boston Private Wealth LLC | 28,343 | $1.80M | 0.04% | −7,476−20.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 28,387 | $1.80M | 0.37% | +2,151+8.2% | Added |
| Birmingham Capital Management Co Inc | 28,465 | $1.81M | 0.71% | −2,000−6.6% | Reduced |
| Sumitomo Life Insurance Co | 28,568 | $1.81M | 0.04% | −3,691−11.4% | Reduced |
| FineMark National Bank & Trust | 28,707 | $1.82M | 0.07% | −70.0% | Reduced |
| Leonteq Securities AG | 28,719 | $1.82M | 0.25% | +28,719 | New |
| Meridian Investment Counsel Inc. | 28,877 | $1.83M | 0.58% | 00.0% | Unchanged |
| Round Hill Asset Management | 28,884 | $1.83M | 1.17% | −975−3.3% | Reduced |
| Pinnacle Holdings, LLC | 29,083 | $1.85M | 0.75% | −27−0.1% | Reduced |
| WealthShield Partners, LLC | 29,117 | $1.85M | 0.28% | +29,117 | New |
| Equitable Trust Co | 29,240 | $1.86M | 0.13% | +1,570+5.7% | Added |
| Carret Asset Management, LLC | 29,431 | $1.87M | 0.22% | −95−0.3% | Reduced |
| Culbertson A N & Co Inc | 29,539 | $1.87M | 0.33% | −4,150−12.3% | Reduced |
| Profund Advisors LLC | 29,721 | $1.89M | 0.07% | −1,195−3.9% | Reduced |
| Bangor Savings Bank | 29,741 | $1.89M | 0.19% | −279−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 29,968 | $1.90M | 0.12% | +9,059+43.3% | Added |
| Keybank National Association | 30,368 | $1.93M | 0.01% | −519−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 34,314 | $1.93M | 0.22% | −5,712−14.3% | Reduced |
| Resources Investment Advisors, LLC. | 30,734 | $1.95M | 0.02% | +10,518+52.0% | Added |
| RSM US Wealth Management LLC | 30,935 | $1.96M | 0.03% | +22,320+259.1% | Added |
| YHB Investment Advisors, Inc. | 30,923 | $1.96M | 0.17% | +120.0% | Added |
| Altman Advisors, Inc. | 30,957 | $1.96M | 1.12% | −313−1.0% | Reduced |
| Green Square Capital Advisors LLC | 31,210 | $1.98M | 0.27% | −4,900−13.6% | Reduced |
| Paradigm Asset Management Co LLC | 31,300 | $1.99M | 0.55% | −13,100−29.5% | Reduced |
| Selway Asset Management | 31,317 | $1.99M | 0.81% | −1,800−5.4% | Reduced |
| Naviter Wealth, LLC | 31,658 | $2.01M | 0.30% | +1,156+3.8% | Added |
| Marex Group plc | 31,829 | $2.02M | 0.05% | +25,243+383.3% | Added |
| DoubleLine ETF Adviser LP | 31,845 | $2.02M | 0.53% | −1,436−4.3% | Reduced |
| WFA Asset Management Corp | 32,106 | $2.04M | 1.15% | −9,138−22.2% | Reduced |
| Stansberry Asset Management, LLC | 32,263 | $2.05M | 0.27% | −4,761−12.9% | Reduced |
| Centiva Capital, LP | 32,270 | $2.05M | 0.10% | −14,011−30.3% | Reduced |
| Columbia Asset Management | 32,655 | $2.07M | 0.39% | −4,161−11.3% | Reduced |
| Allworth Financial LP | 31,891 | $2.08M | 0.01% | +11,957+60.0% | Added |
| Inscription Capital, LLC | 32,773 | $2.08M | 0.33% | +2,895+9.7% | Added |
| Columbus Macro, LLC | 32,722 | $2.09M | 0.81% | −1,464−4.3% | Reduced |
| Versor Investments LP | 33,000 | $2.09M | 0.39% | +33,000 | New |
| United Capital Financial Advisers, LLC | 33,305 | $2.11M | 0.02% | +836+2.6% | Added |
| Great Valley Advisor Group, Inc. | 33,368 | $2.12M | 0.06% | +282+0.9% | Added |
| Bank & Trust Co | 33,385 | $2.12M | 1.80% | +33,385 | New |
| Cramer Rosenthal McGlynn LLC | 33,418 | $2.12M | 0.12% | −4,340−11.5% | Reduced |
| Legato Capital Management LLC | 33,713 | $2.14M | 0.29% | −15,448−31.4% | Reduced |
| Stonebridge Capital Advisors LLC | 33,936 | $2.15M | 0.19% | −128−0.4% | Reduced |
| Ironwood Investment Management LLC | 33,947 | $2.15M | 1.15% | −2,600−7.1% | Reduced |
| Jefferies Financial Group Inc. | 33,989 | $2.16M | 0.04% | −181,750−84.2% | Reduced |
| Belpointe Asset Management LLC | 34,042 | $2.16M | 0.15% | +1,676+5.2% | Added |
| Cullen/Frost Bankers, Inc. | 34,270 | $2.17M | 0.03% | −1,335−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 34,285 | $2.18M | 0.21% | +8,525+33.1% | Added |
| Am Investment Strategies LLC | 34,325 | $2.18M | 0.54% | +10,273+42.7% | Added |
| Stratos Wealth Partners, LTD. | 34,435 | $2.19M | 0.03% | +5,250+18.0% | Added |
| Miracle Mile Advisors, LLC | 34,665 | $2.20M | 0.05% | +194+0.6% | Added |
| Transcend Wealth Collective, LLC | 34,814 | $2.21M | 0.16% | +5,691+19.5% | Added |
| Summit Trail Advisors, LLC | 35,061 | $2.22M | 0.06% | +17,121+95.4% | Added |
| Ashton Thomas Private Wealth, LLC | 35,334 | $2.24M | 0.12% | +1,662+4.9% | Added |
| Jupiter Wealth Management LLC | 34,588 | $2.24M | 1.19% | −334−1.0% | Reduced |
| Ascent Group, LLC | 35,559 | $2.26M | 0.18% | +1,855+5.5% | Added |
| Constant Guidance Financial LLC | 36,024 | $2.26M | 2.35% | −6,505−15.3% | Reduced |
| Richard P Slaughter Associates Inc | 36,081 | $2.29M | 0.54% | −9,096−20.1% | Reduced |