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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 3,173 | $201.4K | 0.03% | +3,173 | New |
| Aspen Investment Management Inc | 3,189 | $202.0K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,198 | $202.9K | 0.01% | +3,198 | New |
| Signature Wealth Management Partners, LLC | 3,200 | $203.1K | 0.15% | +3,200 | New |
| New Covenant Trust Company, N.A. | 3,122 | $203.4K | 0.23% | −156−4.8% | Reduced |
| Aire Advisors, LLC | 3,206 | $203.4K | 0.05% | +10.0% | Added |
| Legacy Edge Advisors, LLC | 3,208 | $203.6K | 0.04% | +3,208 | New |
| Millennium Capital Advisors, LLC | 3,214 | $204.0K | 0.14% | −25−0.8% | Reduced |
| Klingman & Associates, LLC | 3,241 | $205.7K | 0.01% | +3,241 | New |
| Frisch Financial Group, Inc. | 3,253 | $206.0K | 0.06% | +19+0.6% | Added |
| Calamos Wealth Management LLC | 3,248 | $206.1K | 0.01% | −424−11.5% | Reduced |
| Apexium Financial, LP | 3,267 | $207.3K | 0.01% | +37+1.1% | Added |
| Embree Financial Group | 3,278 | $208.0K | 0.04% | −10.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,289 | $208.7K | 0.06% | +3,289 | New |
| Financial Counselors Inc | 3,296 | $209.2K | 0.00% | +3,296 | New |
| Keeley-Teton Advisors, LLC | 3,300 | $209.4K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,300 | $209.4K | 0.01% | +469+16.6% | Added |
| Vista Wealth Management Group, LLC | 3,310 | $210.1K | 0.02% | +3,310 | New |
| Corundum Trust Company, INC | 3,315 | $210.4K | 0.61% | +3,315 | New |
| Pavion Blue Capital, LLC | 3,331 | $211.4K | 0.10% | +10.0% | Added |
| Caldwell Trust Co | 3,358 | $213.1K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 3,384 | $214.7K | 0.17% | −100−2.9% | Reduced |
| IVC Wealth Advisors LLC | 3,390 | $215.1K | 0.12% | −8−0.2% | Reduced |
| Garrison Point Advisors, LLC | 3,403 | $215.9K | 0.14% | −7−0.2% | Reduced |
| Addison Capital Co | 3,413 | $216.6K | 0.09% | +3,413 | New |
| Secured Retirement Advisors, LLC | 3,423 | $217.2K | 0.17% | +3,423 | New |
| Waller Financial Planning Group, Inc | 3,424 | $217.3K | 0.06% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 3,432 | $217.8K | 0.07% | +27+0.8% | Added |
| Buckley Wealth Management, LLC | 3,452 | $219.1K | 0.07% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,491 | $221.6K | 0.08% | +24+0.7% | Added |
| AJOVista, LLC | 3,496 | $221.9K | 0.64% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 3,500 | $222.1K | 0.01% | 00.0% | Unchanged |
| BancorpSouth Bank | 3,504 | $222.4K | 0.02% | +161+4.8% | Added |
| RDA Financial Network | 3,507 | $222.6K | 0.07% | +237+7.2% | Added |
| Baxter Bros Inc | 3,510 | $222.7K | 0.03% | −554−13.6% | Reduced |
| Wayfinding Financial, LLC | 3,514 | $223.0K | 0.13% | −133−3.6% | Reduced |
| Lansing Street Advisors | 3,527 | $223.8K | 0.09% | +117+3.4% | Added |
| Optas, LLC | 3,531 | $224.1K | 0.06% | +3,531 | New |
| TRUE Private Wealth Advisors | 3,552 | $225.4K | 0.03% | +247+7.5% | Added |
| State of Wyoming | 3,559 | $225.9K | 0.04% | +2,824+384.2% | Added |
| United Community Bank | 3,560 | $225.9K | 0.09% | −738−17.2% | Reduced |
| Blue Barn Wealth, LLC | 3,560 | $225.9K | 0.13% | −523−12.8% | Reduced |
| Lee Danner & Bass Inc | 3,563 | $226.0K | 0.02% | +3,563 | New |
| VisionPoint Advisory Group, LLC | 3,564 | $226.2K | 0.08% | +3,559+71,180.0% | Added |
| Bahl & Gaynor Inc | 3,565 | $226.2K | 0.00% | −19−0.5% | Reduced |
| Lifestyle Asset Management, Inc. | 3,570 | $226.6K | 0.13% | −679−16.0% | Reduced |
| Allied Investment Advisors, LLC | 3,585 | $227.5K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 3,586 | $227.6K | 0.09% | +3,586 | New |
| Whitener Capital Management, Inc. | 3,587 | $227.7K | 0.07% | +288+8.7% | Added |
| Symphony Financial, Ltd. Co. | 3,674 | $228.0K | 0.04% | +3,674 | New |
| Gables Capital Management Inc. | 3,600 | $228.5K | 0.12% | +400+12.5% | Added |
| David Loasby | 3,433 | $229.9K | 0.02% | +75+2.2% | Added |
| Peoples Bank | 3,635 | $230.7K | 0.12% | 00.0% | Unchanged |
| Napatree Capital LLC | 3,639 | $230.9K | 0.19% | −45−1.2% | Reduced |
| Successful Portfolios LLC | 3,640 | $231.0K | 0.16% | −403−10.0% | Reduced |
| Winthrop Advisory Group LLC | 3,645 | $231.3K | 0.03% | +3,645 | New |
| Connecticut Wealth Management, LLC | 3,647 | $231.4K | 0.01% | −438−10.7% | Reduced |
| Alera Investment Advisors, LLC | 3,657 | $232.1K | 0.03% | +3,657 | New |
| Zions Bancorporation, N.A. | 3,658 | $232.1K | 0.02% | −704−16.1% | Reduced |
| EntryPoint Capital, LLC | 3,661 | $232.3K | 0.11% | +3,661 | New |
| Aspen Wealth Strategies, LLC | 3,446 | $233.0K | 0.16% | +3,446 | New |
| First National Bank of Omaha | 3,682 | $233.7K | 0.02% | +575+18.5% | Added |
| Key Financial Inc | 3,693 | $234.4K | 0.06% | +182+5.2% | Added |
| Pacific Center for Financial Services | 3,695 | $234.5K | 0.07% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,698 | $234.7K | 0.10% | +3,698 | New |
| Joel Isaacson & Co., LLC | 3,713 | $235.6K | 0.01% | +131+3.7% | Added |
| Pine Valley Investments Ltd Liability Co | 3,722 | $236.2K | 0.02% | −1,074−22.4% | Reduced |
| Guardian Wealth Advisors, LLC | 3,733 | $236.9K | 0.03% | −655−14.9% | Reduced |
| Change Path, LLC | 3,789 | $240.0K | 0.01% | −7,596−66.7% | Reduced |
| DCM Advisors, LLC | 3,792 | $240.6K | 0.13% | −2,290−37.7% | Reduced |
| Tamar Securities, LLC | 3,794 | $240.8K | 0.04% | +3,794 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,795 | $240.8K | 0.02% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 3,824 | $242.7K | 0.06% | 00.0% | Unchanged |
| Tobam | 3,837 | $243.0K | 0.04% | −7,176−65.2% | Reduced |
| Requisite Capital Management, LLC | 3,836 | $243.4K | 0.06% | −900−19.0% | Reduced |
| ELCO Management Co., LLC | 3,840 | $243.7K | 0.14% | +3,840 | New |
| Wealth Quarterback LLC | 3,860 | $244.9K | 0.14% | −10,259−72.7% | Reduced |
| NFP Retirement, Inc. | 3,864 | $245.2K | 0.02% | +27+0.7% | Added |
| Norway Savings Bank | 3,885 | $246.5K | 0.14% | −120−3.0% | Reduced |
| Legacy Advisors, LLC | 3,887 | $246.7K | 0.03% | +374+10.6% | Added |
| Beaton Management Co. Inc. | 3,892 | $247.0K | 0.13% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,901 | $247.4K | 0.07% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 3,913 | $248.3K | 0.00% | +506+14.9% | Added |
| Beaumont Financial Advisors, LLC | 3,934 | $249.7K | 0.02% | +122+3.2% | Added |
| 1858 Wealth Management, LLC | 3,968 | $251.8K | 0.21% | +3,968 | New |
| Wealthspire Advisors, LLC | 3,977 | $252.4K | 0.00% | +457+13.0% | Added |
| Catalina Capital Group, LLC | 3,981 | $252.6K | 0.10% | −21−0.5% | Reduced |
| Chicago Capital, LLC | 3,989 | $253.1K | 0.01% | +3,989 | New |
| Monument Capital Management | 3,997 | $253.7K | 0.07% | +3,997 | New |
| Roble, Belko & Company, Inc | 4,000 | $254.0K | 0.04% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,006 | $254.0K | 0.03% | −12,868−76.3% | Reduced |
| Lake Street Financial LLC | 4,006 | $254.0K | 0.03% | +18+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 4,009 | $254.4K | 0.09% | +4,009 | New |
| Seven Mile Advisory | 4,009 | $254.4K | 0.19% | +211+5.6% | Added |
| All Terrain Financial Advisors, LLC | 4,028 | $255.6K | 0.11% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,034 | $256.0K | 0.03% | −58−1.4% | Reduced |
| Capital Advisors Inc | 4,061 | $257.7K | 0.01% | +168+4.3% | Added |
| William B. Walkup & Associates, Inc. | 4,067 | $258.1K | 0.17% | +4,067 | New |
| Edge Capital Group, LLC | 4,068 | $258.2K | 0.01% | +34+0.8% | Added |
| Sierra Summit Advisors LLC | 4,080 | $258.9K | 0.06% | −1,180−22.4% | Reduced |