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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $57.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 906 | $57.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 925 | $58.7K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 932 | $59.0K | 0.00% | +6+0.6% | Added |
| Cape Investment Advisory, Inc. | 948 | $60.2K | 0.03% | −330−25.8% | Reduced |
| Sachetta, LLC | 914 | $60.2K | 0.03% | +97+11.9% | Added |
| Colonial Trust Co | 985 | $62.5K | 0.01% | +226+29.8% | Added |
| Fairscale Capital, LLC | 937 | $63.0K | 0.06% | +937 | New |
| Ofi Invest Asset Management | 1,068 | $63.2K | 0.00% | +363+51.5% | Added |
| Central Pacific Bank - Trust Division | 1,000 | $63.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $63.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $63.5K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $63.5K | 0.03% | +1,000 | New |
| EMC Capital Management | 1,000 | $64.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,001 | $64.0K | 0.00% | +212+26.9% | Added |
| Pacifica Partners Inc. | 1,028 | $66.2K | 0.03% | +133+14.9% | Added |
| Rise Advisors, LLC | 1,080 | $68.5K | 0.04% | +108+11.1% | Added |
| Ameliora Wealth Management Ltd. | 1,090 | $69.2K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,093 | $69.4K | 0.03% | +3+0.3% | Added |
| Grayhawk Investment Strategies Inc. | 1,100 | $69.8K | 0.32% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,108 | $70.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,123 | $71.3K | 0.00% | +135+13.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,137 | $72.0K | 0.02% | +76+7.2% | Added |
| Bruce G. Allen Investments, LLC | 1,146 | $72.7K | 0.06% | +90+8.5% | Added |
| Financial Network Wealth Advisors LLC | 1,156 | $73.4K | 0.05% | +1,156 | New |
| Heritage Wealth Advisors | 1,172 | $74.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,187 | $75.3K | 0.01% | +1,187 | New |
| Versant Capital Management, Inc | 1,231 | $78.1K | 0.02% | +1,137+1,209.6% | Added |
| Nordwand Advisors, LLC | 1,250 | $79.3K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $79.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,302 | $82.6K | 0.04% | −23−1.7% | Reduced |
| Montag A & Associates Inc | 1,303 | $82.7K | 0.00% | −1−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,319 | $83.7K | 0.02% | +3+0.2% | Added |
| First Financial Corp | 1,324 | $84.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,348 | $85.5K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $88.8K | 0.06% | −454−24.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,400 | $88.8K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,409 | $89.4K | 0.02% | +134+10.5% | Added |
| Ancora Advisors, LLC | 1,434 | $91.0K | 0.00% | −1,254−46.7% | Reduced |
| Voisard Asset Management Group, Inc. | 1,455 | $92.3K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,487 | $94.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,500 | $95.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,509 | $95.8K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $98.4K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,587 | $100.7K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,590 | $100.9K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $101.5K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,625 | $103.1K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,629 | $103.4K | 0.07% | 00.0% | Unchanged |
| Trust Co | 1,637 | $103.9K | 0.01% | −118−6.7% | Reduced |
| Avion Wealth | 1,679 | $106.0K | 0.03% | −32−1.9% | Reduced |
| Quarry LP | 1,674 | $106.2K | 0.04% | +1,631+3,793.0% | Added |
| Eagle Bay Advisors LLC | 1,674 | $106.3K | 0.06% | −289−14.7% | Reduced |
| CKW Financial Group | 1,700 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,704 | $108.1K | 0.00% | +106+6.6% | Added |
| Sittner & Nelson, LLC | 1,708 | $108.4K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,710 | $108.6K | 0.03% | +1,710 | New |
| Acropolis Investment Management, LLC | 1,721 | $109.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,725 | $109.4K | 0.04% | +9+0.5% | Added |
| St Germain D J Co Inc | 1,763 | $111.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,782 | $113.1K | 0.00% | −1,031−36.7% | Reduced |
| Washington Trust Co | 1,805 | $114.5K | 0.00% | −54−2.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,816 | $115.3K | 0.04% | −302−14.3% | Reduced |
| Activest Wealth Management | 1,869 | $118.6K | 0.04% | −1,380−42.5% | Reduced |
| Venturi Wealth Management, LLC | 1,873 | $118.8K | 0.01% | +852+83.4% | Added |
| Atlantic Trust, LLC | 1,890 | $119.9K | 0.03% | −9−0.5% | Reduced |
| Independence Bank of Kentucky | 1,913 | $121.4K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,969 | $124.9K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,976 | $125.4K | 0.04% | +124+6.7% | Added |
| ORG Partners LLC | 2,017 | $128.0K | 0.02% | +2,017 | New |
| Vista Private Wealth Partners. LLC | 2,029 | $128.7K | 0.05% | +2,029 | New |
| Family Firm, Inc. | 2,044 | $129.7K | 0.03% | +2,044 | New |
| Anchor Investment Management, LLC | 2,056 | $130.5K | 0.01% | −249−10.8% | Reduced |
| Operose Advisors LLC | 2,125 | $134.9K | 0.05% | −8−0.4% | Reduced |
| Duncker Streett & Co Inc | 2,160 | $137.1K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,179 | $138.1K | 0.01% | +1,011+86.6% | Added |
| Harbor Investment Advisory, LLC | 2,191 | $139.0K | 0.01% | +1,049+91.9% | Added |
| Richardson Financial Services Inc. | 2,235 | $141.8K | 0.10% | +50+2.3% | Added |
| Sugarloaf Wealth Management, LLC | 2,241 | $142.2K | 0.03% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,282 | $144.8K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,285 | $145.0K | 0.11% | +2,285 | New |
| JFS Wealth Advisors, LLC | 2,309 | $146.5K | 0.01% | +45+2.0% | Added |
| Grove Bank & Trust | 2,394 | $151.9K | 0.02% | +400+20.1% | Added |
| Main Street Group, LTD | 2,502 | $158.7K | 0.07% | −1,145−31.4% | Reduced |
| Covestor Ltd | 2,498 | $159.0K | 0.10% | −558−18.3% | Reduced |
| City State Bank | 2,544 | $161.4K | 0.07% | −13−0.5% | Reduced |
| Hanson & Doremus Investment Management | 2,572 | $163.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 2,620 | $166.3K | 0.00% | +463+21.5% | Added |
| Washington Trust Advisors, Inc. | 2,625 | $166.6K | 0.02% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 2,833 | $179.8K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,836 | $180.0K | 0.02% | +44+1.6% | Added |
| First Foundation Advisors | 2,867 | $182.0K | 0.01% | +125+4.6% | Added |
| Silvant Capital Management LLC | 2,906 | $184.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,980 | $189.1K | 0.06% | −150−4.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $190.4K | 0.05% | −800−21.1% | Reduced |
| Oakworth Capital, Inc. | 3,012 | $191.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,039 | $192.8K | 0.03% | −9−0.3% | Reduced |
| Peoples Bank | 3,090 | $196.1K | 0.15% | −2,280−42.5% | Reduced |