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; 2,643 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| Accent Capital Management, LLC | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $12.8K | 0.01% | +201 | New |
| Fairman Group, LLC | 202 | $12.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 203 | $12.9K | 0.01% | +203 | New |
| Core Alternative Capital | 205 | $13.0K | 0.00% | +35+20.6% | Added |
| Private Wealth Management Group, LLC | 213 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 217 | $13.8K | 0.00% | +1+0.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 232 | $14.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 233 | $14.8K | 0.00% | −25−9.7% | Reduced |
| Red Tortoise LLC | 233 | $14.8K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 234 | $14.8K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 236 | $15.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 236 | $15.0K | 0.03% | +230+3,833.3% | Added |
| Cyrus J. Lawrence, LLC | 250 | $15.0K | 0.00% | +250 | New |
| RFP Financial Group LLC | 241 | $15.3K | 0.01% | −3−1.2% | Reduced |
| Richardson Capital Management LLC | 250 | $15.9K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 251 | $15.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 264 | $16.7K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 268 | $17.0K | 0.01% | +25+10.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 274 | $17.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 290 | $18.4K | 0.00% | +110+61.1% | Added |
| Elequin Capital LP | 290 | $18.4K | 0.00% | +290 | New |
| Bullock Wealth Management Group | 294 | $18.7K | 0.01% | +1+0.3% | Added |
| Northwest Capital Management Inc | 295 | $18.7K | 0.01% | −22−6.9% | Reduced |
| New England Capital Financial Advisors LLC | 304 | $19.3K | 0.01% | +23+8.2% | Added |
| Lynx Investment Advisory | 304 | $19.3K | 0.01% | +304 | New |
| Abound Wealth Management | 319 | $20.3K | 0.01% | −3−0.9% | Reduced |
| NCP Inc. | 327 | $20.7K | 0.01% | +3+0.9% | Added |
| Tompkins Financial Corp | 327 | $20.8K | 0.00% | −5−1.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 328 | $20.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 327 | $21.0K | 0.00% | +48+17.2% | Added |
| Chesapeake Asset Management LLC | 334 | $21.2K | 0.02% | −295−46.9% | Reduced |
| Fortitude Family Office, LLC | 339 | $21.5K | 0.01% | +219+182.5% | Added |
| Indiana Trust & Investment Management CO | 340 | $21.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 343 | $21.8K | 0.00% | +18+5.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 343 | $21.8K | 0.00% | +205+148.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 344 | $21.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 355 | $22.5K | 0.00% | −722−67.0% | Reduced |
| Great Lakes Retirement, Inc. | 357 | $22.7K | 0.00% | +357 | New |
| Pinnacle Financial Partners Inc | 360 | $22.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 411 | $23.1K | 0.01% | −35−7.8% | Reduced |
| Laurel Wealth Advisors LLC | 371 | $23.5K | 0.00% | +64+20.8% | Added |
| Hazlett, Burt & Watson, Inc. | 375 | $24.0K | 0.01% | +375 | New |
| Citizens National Bank Trust Department | 380 | $24.1K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 394 | $25.0K | 0.02% | +394 | New |
| Avalon Trust Co | 400 | $25.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 420 | $27.0K | 0.00% | −92−18.0% | Reduced |
| WR Wealth Planners, LLC | 426 | $27.0K | 0.01% | +147+52.7% | Added |
| Tortoise Investment Management, LLC | 429 | $27.2K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 424 | $27.6K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 440 | $27.9K | 0.01% | −20−4.3% | Reduced |
| Coston, McIsaac & Partners | 466 | $29.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 470 | $30.5K | 0.01% | +470 | New |
| DHJJ Financial Advisors, Ltd. | 481 | $30.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 490 | $31.1K | 0.00% | −10−2.0% | Reduced |
| Raffa Wealth Management, LLC | 491 | $31.2K | 0.01% | +90+22.4% | Added |
| Global Trust Asset Management, LLC | 497 | $31.5K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $31.9K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 504 | $32.0K | 0.02% | +504 | New |
| Meeder Asset Management Inc | 510 | $32.4K | 0.00% | −3,738−88.0% | Reduced |
| Princeton Global Asset Management LLC | 523 | $33.2K | 0.01% | −400−43.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 542 | $34.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 546 | $34.6K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 548 | $34.8K | 0.02% | +73+15.4% | Added |
| SWAN Capital LLC | 558 | $35.4K | 0.02% | +558 | New |
| Capital Advisors, Ltd. LLC | 572 | $36.0K | 0.00% | +276+93.2% | Added |
| Hoey Investments, Inc | 575 | $36.5K | 0.01% | +500+666.7% | Added |
| Park Place Capital Corp | 576 | $36.6K | 0.01% | −62−9.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 581 | $36.9K | 0.01% | +190+48.6% | Added |
| AlphaMark Advisors, LLC | 578 | $37.0K | 0.01% | −300−34.2% | Reduced |
| Wiser Advisor Group LLC | 589 | $37.3K | 0.06% | −92−13.5% | Reduced |
| Cranbrook Wealth Management, LLC | 595 | $37.8K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 599 | $38.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 614 | $39.0K | 0.02% | −96−13.5% | Reduced |
| Armstrong Advisory Group, Inc | 643 | $40.8K | 0.00% | +432+204.7% | Added |
| Gen-Wealth Partners Inc | 650 | $41.2K | 0.02% | −75−10.3% | Reduced |
| Frazier Financial Advisors, LLC | 670 | $42.5K | 0.03% | +148+28.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $43.2K | 0.02% | +185+37.4% | Added |
| Fairway Wealth LLC | 690 | $43.8K | 0.03% | +162+30.7% | Added |
| Toth Financial Advisory Corp | 700 | $44.4K | 0.01% | +1+0.1% | Added |
| SWS Partners | 707 | $44.9K | 0.01% | +707 | New |
| Hartford Financial Management Inc. | 721 | $45.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 729 | $46.0K | 0.01% | +10+1.4% | Added |
| Archer Investment Corp | 729 | $46.3K | 0.01% | +1+0.1% | Added |
| West Paces Advisors Inc. | 731 | $46.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 731 | $46.4K | 0.01% | +417+132.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 766 | $48.6K | 0.01% | −41−5.1% | Reduced |
| Hilltop National Bank | 774 | $49.1K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 779 | $49.4K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 789 | $50.0K | 0.01% | −11−1.4% | Reduced |
| Riverview Trust Co | 798 | $50.6K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 817 | $51.9K | 0.01% | −17−2.0% | Reduced |
| TSFG, LLC | 829 | $53.0K | 0.01% | +3+0.4% | Added |
| JCIC Asset Management Inc. | 845 | $53.6K | 0.02% | −435−34.0% | Reduced |
| First Community Trust NA | 845 | $53.6K | 0.05% | +525+164.1% | Added |
| Kozak & Associates, Inc. | 876 | $56.5K | 0.01% | +7+0.8% | Added |
| Hall Laurie J Trustee | 900 | $57.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 897 | $57.0K | 0.01% | −10−1.1% | Reduced |