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 | 2,065 | $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, 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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 58,296 | $3.70M | 0.29% | +368+0.6% | Added |
| Valeo Financial Advisors, LLC | 58,447 | $3.71M | 0.12% | +3,187+5.8% | Added |
| Peapack Gladstone Financial Corp | 58,981 | $3.74M | 0.06% | −1,537−2.5% | Reduced |
| Ieq Capital, LLC | 59,332 | $3.77M | 0.05% | +10,239+20.9% | Added |
| Perigon Wealth Management, LLC | 59,615 | $3.78M | 0.11% | +10,523+21.4% | Added |
| Jackson Hole Capital Partners, LLC | 59,641 | $3.78M | 0.83% | +8,755+17.2% | Added |
| Palouse Capital Management, Inc. | 59,887 | $3.80M | 2.55% | −1,936−3.1% | Reduced |
| Vestcor Inc | 60,012 | $3.81M | 0.13% | +24,100+67.1% | Added |
| Spears Abacus Advisors LLC | 60,045 | $3.81M | 0.08% | −1,821−2.9% | Reduced |
| Park Avenue Securities LLC | 60,143 | $3.82M | 0.05% | +4,772+8.6% | Added |
| Tower Research Capital LLC (TRC) | 60,164 | $3.82M | 0.06% | −4,488−6.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 60,701 | $3.85M | 0.10% | +312+0.5% | Added |
| Ritholtz Wealth Management | 60,723 | $3.85M | 0.13% | +465+0.8% | Added |
| BDF-Gestion | 60,845 | $3.86M | 0.37% | +60,845 | New |
| Pitcairn Co | 61,096 | $3.88M | 0.24% | +7,780+14.6% | Added |
| Everence Capital Management Inc | 63,306 | $3.88M | 0.27% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 61,284 | $3.89M | 0.09% | −2,220−3.5% | Reduced |
| Advisors Asset Management, Inc. | 61,350 | $3.89M | 0.08% | −5,815−8.7% | Reduced |
| Eagle Rock Investment Company, LLC | 61,462 | $3.90M | 0.71% | −409−0.7% | Reduced |
| Gifford Fong Associates | 61,471 | $3.90M | 1.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 61,523 | $3.90M | 0.26% | −1,281−2.0% | Reduced |
| Bailard, Inc. | 61,574 | $3.91M | 0.11% | +40+0.1% | Added |
| CAPROCK Group, Inc. | 61,645 | $3.91M | 0.16% | +38,629+167.8% | Added |
| Viewpoint Capital Management LLC | 61,985 | $3.93M | 2.41% | +150.0% | Added |
| Plato Investment Management Ltd | 62,223 | $3.95M | 0.37% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 62,756 | $3.98M | 1.09% | +896+1.4% | Added |
| Advisory Services Network, LLC | 63,688 | $4.04M | 0.08% | −2,821−4.2% | Reduced |
| Jones Financial Companies LLLP | 63,726 | $4.04M | 0.00% | +43,740+218.9% | Added |
| Twin Capital Management Inc | 63,729 | $4.04M | 0.48% | +1,433+2.3% | Added |
| New England Asset Management Inc | 64,255 | $4.08M | 0.68% | −1,005−1.5% | Reduced |
| International Assets Investment Management, LLC | 64,513 | $4.09M | 0.39% | −7,067−9.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 64,900 | $4.12M | 1.43% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 65,246 | $4.14M | 1.12% | −7,472−10.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 65,257 | $4.14M | 0.43% | +65,257 | New |
| Proquility Private Wealth Partners, LLC | 65,589 | $4.16M | 1.42% | −2,025−3.0% | Reduced |
| CWM, LLC | 65,804 | $4.18M | 0.02% | +8,549+14.9% | Added |
| Omers Administration Corp | 65,845 | $4.18M | 0.04% | +65,845 | New |
| Empirical Finance, LLC | 65,970 | $4.19M | 0.26% | −5,390−7.6% | Reduced |
| PMC FIG Opportunities LLC | 66,506 | $4.22M | 6.38% | −7,970−10.7% | Reduced |
| Bridge Creek Capital Management LLC | 67,061 | $4.26M | 1.37% | +60+0.1% | Added |
| Wellington Management Group LLP | 67,467 | $4.28M | 0.00% | −2,779,264−97.6% | Reduced |
| Norinchukin Bank, The | 67,679 | $4.29M | 0.12% | +1,517+2.3% | Added |
| Avantax Advisory Services, Inc. | 67,858 | $4.31M | 0.03% | +26,996+66.1% | Added |
| Hohimer Wealth Management, LLC | 67,881 | $4.31M | 1.00% | +67,881 | New |
| Wright Investors Service Inc | 67,988 | $4.31M | 1.14% | −4,811−6.6% | Reduced |
| Teza Capital Management LLC | 69,097 | $4.38M | 0.54% | +69,097 | New |
| Independent Advisor Alliance | 69,401 | $4.40M | 0.15% | +6,225+9.9% | Added |
| Intact Investment Management Inc. | 69,410 | $4.40M | 0.16% | +38,110+121.8% | Added |
| Northwest & Ethical Investments L.P. | 69,783 | $4.43M | 0.13% | −1,900−2.7% | Reduced |
| Birinyi Associates Inc | 70,128 | $4.45M | 1.33% | +70,128 | New |
| Pinkerton Retirement Specialists, LLC | 70,184 | $4.45M | 0.68% | +5,194+8.0% | Added |
| Advisory Resource Group | 70,357 | $4.46M | 1.01% | −2,828−3.9% | Reduced |
| Clarity Wealth Advisors, LLC | 70,362 | $4.47M | 1.44% | −1,646−2.3% | Reduced |
| Natixis | 70,511 | $4.47M | 0.03% | −1,521,541−95.6% | Reduced |
| Auxier Asset Management | 70,596 | $4.48M | 0.71% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 71,192 | $4.52M | 0.19% | +22,908+47.4% | Added |
| Umb Bank N A | 71,350 | $4.53M | 0.07% | +49,000+219.2% | Added |
| Bourgeon Capital Management LLC | 72,991 | $4.63M | 0.91% | +290.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 73,317 | $4.65M | 0.02% | +8,593+13.3% | Added |
| Elgethun Capital Management | 73,467 | $4.66M | 1.18% | +5,600+8.3% | Added |
| Thompson Siegel & Walmsley LLC | 73,563 | $4.67M | 0.07% | +985+1.4% | Added |
| Savant Capital, LLC | 74,131 | $4.70M | 0.05% | −19,301−20.7% | Reduced |
| GLOBALT Investments LLC | 74,554 | $4.73M | 0.19% | −705−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 74,801 | $4.75M | 0.06% | −9,657−11.4% | Reduced |
| Capital International Ltd | 74,807 | $4.75M | 0.22% | +1,679+2.3% | Added |
| Gardner Lewis Asset Management L P | 74,950 | $4.76M | 1.32% | +74,950 | New |
| Stamos Capital Partners, L.P. | 75,260 | $4.78M | 1.01% | −3,990−5.0% | Reduced |
| GQG Partners LLC | 76,599 | $4.86M | 0.01% | +3,544+4.9% | Added |
| Farmers & Merchants Investments Inc | 76,681 | $4.87M | 0.16% | +3,875+5.3% | Added |
| Sunbelt Securities, Inc. | 77,270 | $4.90M | 0.50% | +425+0.6% | Added |
| Academy Capital Management Inc | 77,627 | $4.93M | 0.89% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 77,804 | $4.94M | 0.47% | +6,372+8.9% | Added |
| Westbourne Investment Advisors, Inc. | 77,928 | $4.95M | 1.79% | −624−0.8% | Reduced |
| TrueMark Investments, LLC | 78,499 | $4.98M | 1.70% | +17,757+29.2% | Added |
| Rakuten Investment Management, Inc. | 81,323 | $5.01M | 0.03% | +30,148+58.9% | Added |
| Sonic GP LLC | 80,740 | $5.12M | 10.58% | −20,000−19.9% | Reduced |
| Metis Global Partners, LLC | 80,790 | $5.13M | 0.18% | +1,154+1.4% | Added |
| Altrius Capital Management Inc | 81,211 | $5.15M | 1.36% | −982−1.2% | Reduced |
| Meyer Handelman Co | 81,561 | $5.18M | 0.18% | −29,134−26.3% | Reduced |
| Scott & Selber, Inc. | 82,279 | $5.22M | 1.67% | +1,447+1.8% | Added |
| E. Ohman J:or Asset Management AB | 82,300 | $5.22M | 0.13% | +5,000+6.5% | Added |
| Moore Capital Management, LP | 82,500 | $5.24M | 0.11% | +25,500+44.7% | Added |
| M&R Capital Management Inc | 83,911 | $5.32M | 1.27% | +2,180+2.7% | Added |
| Meritage Portfolio Management | 83,927 | $5.33M | 0.34% | −1,970−2.3% | Reduced |
| Farmers Trust Co | 84,378 | $5.35M | 1.09% | −2,030−2.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 85,383 | $5.42M | 1.81% | 00.0% | Unchanged |
| Factorial Partners, LLC | 86,000 | $5.46M | 3.36% | −3,400−3.8% | Reduced |
| Continental Advisors LLC | 86,434 | $5.49M | 4.24% | 00.0% | Unchanged |
| Fiera Capital Corp | 87,345 | $5.54M | 0.02% | +23,979+37.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 87,412 | $5.55M | 0.09% | +38,162+77.5% | Added |
| Steward Partners Investment Advisory, LLC | 87,793 | $5.57M | 0.06% | +360+0.4% | Added |
| Wolverine Trading, LLC | 87,848 | $5.57M | 0.09% | −42,718−32.7% | Reduced |
| Assenagon Asset Management S.A. | 88,225 | $5.60M | 0.01% | −3,239−3.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 88,281 | $5.60M | 1.00% | +1,821+2.1% | Added |
| Capital International Sarl | 88,400 | $5.61M | 0.17% | +3,155+3.7% | Added |
| Capital Markets Trading UK LLP | 88,570 | $5.62M | 4.13% | −109,966−55.4% | Reduced |
| Vinva Investment Management Ltd | 91,338 | $5.62M | 0.29% | +13,788+17.8% | Added |
| Hedeker Wealth, LLC | 88,724 | $5.63M | 1.63% | −872−1.0% | Reduced |
| Consolidated Investment Group LLC | 89,767 | $5.70M | 0.88% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 91,913 | $5.83M | 0.22% | −5,194−5.3% | Reduced |