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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 4,089 | $259.5K | 0.05% | +182+4.7% | Added |
| DecisionPoint Financial, LLC | 4,000 | $259.5K | 0.09% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 4,096 | $259.9K | 0.09% | −379−8.5% | Reduced |
| CFM Wealth Partners LLC | 4,099 | $260.1K | 0.05% | −800−16.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,100 | $260.2K | 0.07% | +4,100 | New |
| Navis Wealth Advisors, LLC | 4,111 | $260.9K | 0.30% | −11−0.3% | Reduced |
| Raleigh Capital Management Inc. | 4,164 | $264.2K | 0.11% | −300−6.7% | Reduced |
| Fortune Financial Advisors, LLC | 4,180 | $265.2K | 0.16% | −662−13.7% | Reduced |
| Chemistry Wealth Management LLC | 4,185 | $265.6K | 0.07% | +4,185 | New |
| Skopos Labs, Inc. | 4,213 | $267.4K | 0.12% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,228 | $268.3K | 0.02% | +134+3.3% | Added |
| Harmony Asset Management LLC | 4,230 | $268.4K | 0.11% | +4,230 | New |
| Systematic Alpha Investments, LLC | 4,238 | $268.9K | 0.01% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 4,256 | $270.1K | 0.16% | −8,851−67.5% | Reduced |
| Hyman Charles D | 4,274 | $271.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,286 | $272.0K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 4,304 | $273.1K | 0.24% | +10+0.2% | Added |
| Gray Wealth Management Inc. | 4,322 | $274.3K | 0.12% | +168+4.0% | Added |
| Crewe Advisors LLC | 4,325 | $274.5K | 0.03% | +1,287+42.4% | Added |
| Searle & Co. | 4,339 | $275.4K | 0.06% | +4,339 | New |
| Old North State Trust, LLC | 4,361 | $277.0K | 0.24% | +297+7.3% | Added |
| Voya Financial Advisors, Inc. | 4,507 | $277.4K | 0.03% | −656−12.7% | Reduced |
| Orca Investment Management, LLC | 4,372 | $277.4K | 0.26% | −21−0.5% | Reduced |
| X-Square Capital, LLC | 4,388 | $278.0K | 0.13% | −64−1.4% | Reduced |
| Catalyst Financial Partners LLC | 4,392 | $278.7K | 0.06% | −51−1.1% | Reduced |
| Duff & Phelps Investment Management Co | 4,393 | $278.8K | 0.00% | −17,689−80.1% | Reduced |
| Reuter James Wealth Management, LLC | 4,432 | $281.3K | 0.21% | +10.0% | Added |
| Tarbox Family Office, Inc. | 4,432 | $281.3K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,445 | $282.1K | 0.09% | +4,445 | New |
| Glen Eagle Advisors, LLC | 4,456 | $282.8K | 0.05% | −193−4.2% | Reduced |
| Trueblood Wealth Management, LLC | 4,458 | $282.9K | 0.16% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,460 | $283.0K | 0.09% | −89−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,469 | $283.6K | 0.01% | −59−1.3% | Reduced |
| Avaii Wealth Management, LLC | 4,490 | $284.9K | 0.16% | +773+20.8% | Added |
| Gs Investments, Inc. | 4,499 | $285.5K | 0.13% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 4,500 | $285.6K | 0.12% | +4,500 | New |
| Sage Mountain Advisors LLC | 4,501 | $285.6K | 0.03% | +1,181+35.6% | Added |
| O'Rourke & Company, Inc | 4,514 | $286.0K | 0.16% | +6+0.1% | Added |
| Tradewinds, LLC. | 4,507 | $286.0K | 0.09% | +4,507 | New |
| Richwood Investment Advisors, LLC | 4,507 | $286.0K | 0.25% | +80+1.8% | Added |
| TBH Global Asset Management, LLC | 4,534 | $287.7K | 0.06% | −42−0.9% | Reduced |
| Childress Capital Advisors, LLC | 4,573 | $290.2K | 0.08% | +110+2.5% | Added |
| Larson Financial Group LLC | 4,576 | $290.4K | 0.02% | +1,907+71.4% | Added |
| Magnus Financial Group LLC | 4,582 | $290.8K | 0.03% | −156−3.3% | Reduced |
| FDx Advisors, Inc. | 4,588 | $291.0K | 0.08% | −1,553−25.3% | Reduced |
| Essex Savings Bank | 4,683 | $297.1K | 0.08% | −46−1.0% | Reduced |
| Associated Banc-Corp | 4,708 | $298.8K | 0.01% | +243+5.4% | Added |
| MidWestOne Financial Group, Inc. | 4,731 | $300.2K | 0.05% | +50+1.1% | Added |
| FinTrust Capital Advisors, LLC | 4,788 | $303.8K | 0.06% | +263+5.8% | Added |
| Zullo Investment Group, Inc. | 4,791 | $304.1K | 0.13% | +94+2.0% | Added |
| Gryphon Financial Partners LLC | 4,808 | $305.1K | 0.05% | +473+10.9% | Added |
| EPG Wealth Management LLC | 0 | $305.2K | 0.07% | −4,838−100.0% | Reduced |
| Sightline Wealth Advisors, LLC | 4,810 | $305.2K | 0.19% | +33+0.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 4,812 | $305.4K | 0.09% | −377−7.3% | Reduced |
| Brass Tax Wealth Management, Inc | 4,814 | $305.5K | 0.06% | +4,814 | New |
| Flynn Zito Capital Management, LLC | 4,817 | $305.7K | 0.16% | −728−13.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,847 | $306.0K | 0.01% | +1,041+27.4% | Added |
| Smith Thornton Advisors LLC | 4,823 | $306.1K | 0.23% | +4,823 | New |
| Paulson Wealth Management Inc. | 4,835 | $306.8K | 0.09% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 4,840 | $307.1K | 0.01% | −895−15.6% | Reduced |
| San Luis Wealth Advisors LLC | 4,870 | $309.0K | 0.07% | +4,870 | New |
| Keudell/Morrison Wealth Management | 4,875 | $309.4K | 0.09% | +13+0.3% | Added |
| Keystone Financial Group | 4,885 | $310.0K | 0.11% | −53−1.1% | Reduced |
| Accel Wealth Management | 4,890 | $310.3K | 0.12% | −29−0.6% | Reduced |
| Clear Street Markets LLC | 4,900 | $311.0K | 0.12% | +1,800+58.1% | Added |
| BOS Asset Management, LLC | 4,914 | $311.9K | 0.14% | −281−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,918 | $312.1K | 0.03% | +2,467+100.7% | Added |
| Samalin Investment Counsel, LLC | 4,924 | $312.5K | 0.15% | +317+6.9% | Added |
| Berkeley Capital Partners, LLC | 4,938 | $313.4K | 0.09% | +413+9.1% | Added |
| Court Place Advisors, LLC | 4,943 | $313.7K | 0.10% | +4,943 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,957 | $314.6K | 0.04% | +662+15.4% | Added |
| Ethos Financial Group, LLC | 4,958 | $315.0K | 0.06% | −32−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 4,968 | $315.3K | 0.18% | +168+3.5% | Added |
| NVWM, LLC | 4,969 | $315.3K | 0.08% | +4,950+26,052.6% | Added |
| Ambassador Advisors, LLC | 4,971 | $315.4K | 0.06% | −12−0.2% | Reduced |
| Onefund, LLC | 4,974 | $315.6K | 0.34% | +76+1.6% | Added |
| Advisory Alpha, LLC | 4,974 | $315.7K | 0.01% | −271−5.2% | Reduced |
| Balboa Wealth Partners | 4,999 | $317.2K | 0.08% | −5,289−51.4% | Reduced |
| Harbor Advisors LLC | 5,000 | $317.3K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,019 | $318.5K | 0.04% | +3,054+155.4% | Added |
| Main Street Financial Solutions, LLC | 5,022 | $318.7K | 0.03% | +76+1.5% | Added |
| LifePro Asset Management | 5,054 | $320.7K | 0.23% | −781−13.4% | Reduced |
| TrueWealth Advisors, LLC | 5,068 | $321.6K | 0.12% | +238+4.9% | Added |
| Principal Street Partners, LLC | 5,076 | $322.1K | 0.06% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 5,091 | $323.1K | 0.11% | +3+0.1% | Added |
| Alta Advisers Ltd | 5,100 | $323.6K | 0.16% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,100 | $323.6K | 0.14% | 00.0% | Unchanged |
| Integrity Financial Corp | 5,105 | $324.0K | 0.20% | −378−6.9% | Reduced |
| Pointe Capital Management LLC | 5,111 | $324.3K | 0.20% | +115+2.3% | Added |
| Pingora Partners LLC | 5,130 | $325.6K | 0.23% | 00.0% | Unchanged |
| Cedrus LLC | 5,146 | $326.6K | 0.16% | +702+15.8% | Added |
| Hancock Whitney Corp | 5,162 | $327.6K | 0.01% | −47−0.9% | Reduced |
| First Citizens Bank & Trust Co | 5,172 | $328.2K | 0.01% | +1,741+50.7% | Added |
| Total Clarity Wealth Management, Inc. | 5,173 | $328.2K | 0.11% | −946−15.5% | Reduced |
| Goldstone Financial Group, LLC | 5,173 | $328.3K | 0.07% | −457−8.1% | Reduced |
| Prosperity Consulting Group, LLC | 5,174 | $328.3K | 0.04% | −1,057−17.0% | Reduced |
| ASB Consultores, LLC | 5,184 | $329.0K | 0.12% | −3,132−37.7% | Reduced |
| Gilbert & Cook, Inc. | 5,194 | $329.6K | 0.05% | −473−8.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $329.7K | 0.13% | −150−2.9% | Reduced |
| Flputnam Investment Management Co | 5,198 | $329.9K | 0.01% | −3,167−37.9% | Reduced |