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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 5,200 | $330.0K | 0.02% | −3,300−38.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,202 | $330.1K | 0.07% | −205−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 5,225 | $330.4K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,241 | $332.6K | 0.03% | +431+9.0% | Added |
| Everpar Advisors LLC | 5,256 | $333.5K | 0.17% | +180+3.5% | Added |
| Relyea Zuckerberg Hanson LLC | 5,270 | $334.4K | 0.06% | +170+3.3% | Added |
| Eads & Heald Wealth Management | 5,326 | $338.0K | 0.16% | −527−9.0% | Reduced |
| McAdam, LLC | 5,326 | $338.0K | 0.02% | +5,326 | New |
| Waterloo Capital, L.P. | 5,347 | $339.3K | 0.04% | −248−4.4% | Reduced |
| Wesbanco Bank Inc | 5,349 | $339.4K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,350 | $339.5K | 0.05% | +1,455+37.4% | Added |
| SYSTM Wealth Solutions LLC | 5,372 | $340.9K | 0.08% | −21,640−80.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,374 | $341.1K | 0.04% | +60+1.1% | Added |
| FNY Investment Advisers, LLC | 5,435 | $344.0K | 0.23% | +335+6.6% | Added |
| Nicholas Hoffman & Company, LLC. | 5,432 | $344.7K | 0.02% | +3+0.1% | Added |
| SJS Investment Consulting Inc. | 5,433 | $344.8K | 0.07% | −106−1.9% | Reduced |
| Marcum Wealth, LLC | 5,461 | $346.5K | 0.03% | +28+0.5% | Added |
| Nwam LLC | 5,486 | $348.2K | 0.10% | +805+17.2% | Added |
| Gateway Advisory, LLC | 5,500 | $349.0K | 0.06% | +68+1.3% | Added |
| Emfo, LLC | 5,500 | $349.0K | 0.31% | +5,500 | New |
| Baker Tilly Wealth Management, LLC | 5,525 | $350.6K | 0.14% | −8,319−60.1% | Reduced |
| Mission Wealth Management, LP | 5,530 | $350.9K | 0.01% | +925+20.1% | Added |
| MONECO Advisors, LLC | 5,542 | $351.7K | 0.05% | +157+2.9% | Added |
| Simon Quick Advisors, LLC | 5,543 | $351.8K | 0.02% | +254+4.8% | Added |
| Transamerica Financial Advisors, Inc. | 5,545 | $352.0K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,552 | $352.3K | 0.01% | +1,048+23.3% | Added |
| TTP Investments, Inc. | 5,581 | $354.1K | 0.13% | +5,581 | New |
| Quent Capital, LLC | 5,593 | $354.9K | 0.04% | +57+1.0% | Added |
| Mather Group, LLC. | 5,622 | $355.5K | 0.00% | +2,639+88.5% | Added |
| Bright Futures Wealth Management, LLC. | 6,073 | $356.8K | 0.19% | −30.0% | Reduced |
| SpiderRock Advisors, LLC | 5,651 | $358.7K | 0.01% | −180−3.1% | Reduced |
| IPG Investment Advisors LLC | 5,662 | $359.3K | 0.08% | −450−7.4% | Reduced |
| NBC Securities, Inc. | 5,683 | $360.0K | 0.03% | −10.0% | Reduced |
| Northwest Bancshares, Inc. | 5,677 | $360.3K | 0.06% | −317−5.3% | Reduced |
| Foster & Motley Inc | 5,700 | $362.0K | 0.02% | −1,187−17.2% | Reduced |
| IFG Advisors, LLC | 5,713 | $362.6K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,723 | $363.0K | 0.03% | −1,672−22.6% | Reduced |
| First Nebraska Trust Co | 5,765 | $365.8K | 0.04% | 00.0% | Unchanged |
| Oldfield Partners LLP | 5,800 | $368.1K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,803 | $368.3K | 0.01% | +250+4.5% | Added |
| Sym Financial Corp | 5,805 | $368.4K | 0.06% | +5,805 | New |
| Gordian Capital Singapore Pte Ltd | 5,827 | $369.8K | 0.21% | +5,827 | New |
| Intelligence Driven Advisers, LLC | 5,835 | $370.3K | 0.05% | −95−1.6% | Reduced |
| Bokf, NA | 5,858 | $371.7K | 0.01% | −861−12.8% | Reduced |
| Jeppson Wealth Management, LLC | 5,867 | $372.3K | 0.14% | +28+0.5% | Added |
| Cohen & Steers, Inc. | 5,871 | $373.0K | 0.00% | −113−1.9% | Reduced |
| Blueprint Investment Partners LLC | 5,886 | $373.5K | 0.08% | +1,090+22.7% | Added |
| Main Street Research LLC | 5,888 | $373.7K | 0.02% | −2,709−31.5% | Reduced |
| Rakuten Securities, Inc. | 5,899 | $374.4K | 0.16% | +749+14.5% | Added |
| NTV Asset Management LLC | 5,907 | $374.9K | 0.05% | +125+2.2% | Added |
| Evercore Wealth Management, LLC | 5,915 | $375.4K | 0.01% | +1,419+31.6% | Added |
| Black Swift Group, LLC | 5,915 | $375.4K | 0.09% | +5,915 | New |
| Cromwell Holdings LLC | 5,927 | $376.1K | 0.23% | +5,927 | New |
| Hoylecohen, LLC | 5,934 | $376.6K | 0.03% | −456−7.1% | Reduced |
| Tocqueville Asset Management L.P. | 5,945 | $377.3K | 0.01% | −1,905−24.3% | Reduced |
| Allstate Corp | 5,972 | $379.0K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,992 | $380.3K | 0.19% | −624−9.4% | Reduced |
| Gries Financial LLC | 6,000 | $380.8K | 0.08% | +176+3.0% | Added |
| PDS Planning, Inc | 6,007 | $381.2K | 0.04% | +680+12.8% | Added |
| Altfest L J & Co Inc | 6,013 | $382.0K | 0.05% | −241−3.9% | Reduced |
| SevenBridge Financial Group, LLC | 6,759 | $382.3K | 0.08% | −93−1.4% | Reduced |
| Northern Financial Advisors Inc | 6,028 | $382.5K | 0.31% | +28+0.5% | Added |
| Good Life Advisors, LLC | 6,033 | $382.8K | 0.03% | +754+14.3% | Added |
| Perennial Investment Advisors, LLC | 6,054 | $384.2K | 0.06% | −31−0.5% | Reduced |
| Continuum Advisory, LLC | 6,059 | $384.5K | 0.06% | +149+2.5% | Added |
| One Wealth Advisors, LLC | 6,591 | $384.9K | 0.08% | −3,254−33.1% | Reduced |
| Financial Advocates Investment Management | 6,067 | $385.0K | 0.02% | +718+13.4% | Added |
| Harbour Investments, Inc. | 6,079 | $385.7K | 0.01% | +650+12.0% | Added |
| Avidian Wealth Solutions, LLC | 6,080 | $385.8K | 0.02% | +709+13.2% | Added |
| Founders Financial Alliance, LLC | 6,080 | $385.8K | 0.11% | −472−7.2% | Reduced |
| LexAurum Advisors, LLC | 6,082 | $385.9K | 0.09% | +60+1.0% | Added |
| Montecito Bank & Trust | 6,096 | $386.9K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 6,099 | $387.0K | 0.05% | +56+0.9% | Added |
| Denali Advisors LLC | 6,100 | $387.1K | 0.11% | +6,100 | New |
| LVZ Advisors, Inc. | 6,128 | $388.9K | 0.05% | +4+0.1% | Added |
| Loomis Sayles & Co L P | 6,138 | $390.0K | 0.00% | −171−2.7% | Reduced |
| Fortis Advisors, LLC | 6,150 | $390.3K | 0.28% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,160 | $390.9K | 0.13% | −100−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,161 | $391.0K | 0.01% | – | – |
| Intellectus Partners, LLC | 6,206 | $393.8K | 0.11% | −4,050−39.5% | Reduced |
| Insight Advisors, LLC | 6,209 | $394.0K | 0.07% | −187−2.9% | Reduced |
| Field & Main Bank | 6,213 | $394.2K | 0.15% | −75−1.2% | Reduced |
| Prossimo Advisors, LLC | 6,230 | $395.0K | 0.36% | +6,230 | New |
| Banque Pictet & Cie SA | 6,240 | $396.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,272 | $398.0K | 0.04% | +577+10.1% | Added |
| Brookstone Capital Management | 5,904 | $399.2K | 0.01% | −2,356−28.5% | Reduced |
| Gradient Investments LLC | 6,309 | $400.4K | 0.01% | +848+15.5% | Added |
| Vicus Capital | 6,323 | $401.2K | 0.04% | +1,038+19.6% | Added |
| Family Legacy, Inc. | 6,330 | $401.7K | 0.14% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 6,249 | $401.8K | 0.08% | +2,500+66.7% | Added |
| Prelude Capital Management, LLC | 6,346 | $402.7K | 0.03% | +727+12.9% | Added |
| 3Chopt Investment Partners, LLC | 6,391 | $405.6K | 0.12% | +6,391 | New |
| Cassaday & Co Wealth Management LLC | 6,391 | $405.6K | 0.01% | +965+17.8% | Added |
| West Family Investments, Inc. | 6,394 | $405.8K | 0.12% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 6,400 | $406.0K | 0.28% | −100−1.5% | Reduced |
| Cim Investment Mangement Inc | 6,410 | $406.8K | 0.13% | −38−0.6% | Reduced |
| Shepherd Financial Partners LLC | 6,472 | $410.7K | 0.05% | +7+0.1% | Added |
| Twin Focus Capital Partners, LLC | 6,508 | $413.0K | 0.07% | −2,000−23.5% | Reduced |
| Cladis Investment Advisory, LLC | 6,511 | $413.2K | 0.30% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,575 | $417.3K | 0.19% | −325−4.7% | Reduced |