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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 6,586 | $417.9K | 0.09% | +4,770+262.7% | Added |
| Cowa, LLC | 6,610 | $419.5K | 0.22% | +10+0.2% | Added |
| Fiducient Advisors LLC | 6,682 | $424.0K | 0.06% | +182+2.8% | Added |
| Geneos Wealth Management Inc. | 6,697 | $425.0K | 0.02% | +234+3.6% | Added |
| Bartlett & Co. Wealth Management LLC | 6,714 | $426.1K | 0.01% | −369−5.2% | Reduced |
| Marino, Stram & Associates LLC | 6,723 | $426.7K | 0.10% | +141+2.1% | Added |
| Aurora Private Wealth, Inc. | 6,734 | $427.0K | 0.37% | +33+0.5% | Added |
| Bluesphere Advisors, LLC | 6,769 | $429.6K | 0.22% | +6,769 | New |
| Washington Capital Management Inc | 6,785 | $430.6K | 0.36% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,799 | $431.5K | 0.31% | +1,756+34.8% | Added |
| Greenfield Savings Bank | 6,830 | $433.4K | 0.22% | −428−5.9% | Reduced |
| Advus Financial Partners, LLC | 6,835 | $433.7K | 0.13% | +188+2.8% | Added |
| Seelaus Asset Management LLC | 6,851 | $434.7K | 0.44% | −139−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $435.3K | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,445 | $435.7K | 0.02% | +36+0.6% | Added |
| Hayek Kallen Investment Management | 6,883 | $437.0K | 0.16% | +1,166+20.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,916 | $438.9K | 0.06% | +747+12.1% | Added |
| Mayflower Financial Advisors, LLC | 6,935 | $440.1K | 0.07% | +109+1.6% | Added |
| Sterneck Capital Management, LLC | 6,958 | $441.5K | 0.25% | −4,304−38.2% | Reduced |
| CVA Family Office, LLC | 6,967 | $442.1K | 0.08% | +17+0.2% | Added |
| Wall Street Access Asset Management, LLC | 6,969 | $442.2K | 0.18% | −2,425−25.8% | Reduced |
| Atlas Brown,Inc. | 6,997 | $444.0K | 0.16% | −3,378−32.6% | Reduced |
| Silverlake Wealth Management LLC | 7,013 | $445.0K | 0.18% | +18+0.3% | Added |
| FIL Ltd | 7,038 | $446.6K | 0.00% | −268−3.7% | Reduced |
| Aaron Wealth Advisors | 7,038 | $446.6K | 0.06% | +1,247+21.5% | Added |
| Sargent Investment Group, LLC | 7,058 | $447.9K | 0.09% | +1,420+25.2% | Added |
| Vanguard Capital Wealth Advisors | 7,087 | $449.7K | 0.30% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,086 | $449.7K | 0.01% | −365−4.9% | Reduced |
| Certified Advisory Corp | 7,108 | $451.1K | 0.06% | +257+3.8% | Added |
| Running Point Capital Advisors, LLC | 7,117 | $451.6K | 0.19% | −60−0.8% | Reduced |
| Inceptionr LLC | 7,127 | $452.3K | 0.13% | +7,127 | New |
| Chapin Davis, Inc. | 7,129 | $452.4K | 0.15% | +10.0% | Added |
| Mengis Capital Management, Inc. | 7,134 | $452.7K | 0.09% | −912−11.3% | Reduced |
| Bryn Mawr Trust Co | 7,171 | $455.1K | 0.02% | +75+1.1% | Added |
| EverSource Wealth Advisors, LLC | 7,078 | $459.2K | 0.03% | +1,441+25.6% | Added |
| Ronald Blue Trust, Inc. | 7,275 | $460.1K | 0.01% | +5,139+240.6% | Added |
| MSH Capital Advisors LLC | 7,253 | $460.3K | 0.15% | +504+7.5% | Added |
| TrinityPoint Wealth, LLC | 7,265 | $461.0K | 0.07% | +113+1.6% | Added |
| Gibbs Wealth Management | 7,291 | $462.7K | 0.19% | +2,027+38.5% | Added |
| L2 Asset Management, LLC | 7,310 | $463.9K | 0.14% | +521+7.7% | Added |
| First National Bank | 7,325 | $464.8K | 0.34% | −314−4.1% | Reduced |
| Keel Point, LLC | 7,996 | $464.9K | 0.04% | +2,266+39.5% | Added |
| Proathlete Wealth Management LLC | 7,329 | $465.1K | 0.22% | +129+1.8% | Added |
| AlphaStar Capital Management, LLC | 7,336 | $465.5K | 0.04% | +1,744+31.2% | Added |
| Pearl River Capital, LLC | 7,408 | $470.1K | 0.07% | +7,408 | New |
| CFO4Life Group, LLC | 7,415 | $470.5K | 0.09% | +44+0.6% | Added |
| Opinicus Capital, Inc. | 7,432 | $471.7K | 0.40% | −61−0.8% | Reduced |
| Marest Capital, LLC | 7,450 | $472.8K | 0.42% | +56+0.8% | Added |
| 9258 Wealth Management, LLC | 7,466 | $473.8K | 0.07% | −236−3.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,490 | $475.3K | 0.14% | +7,490 | New |
| Johnson Investment Counsel Inc | 7,500 | $475.9K | 0.01% | −230−3.0% | Reduced |
| Brighton Jones LLC | 7,500 | $476.0K | 0.02% | −584−7.2% | Reduced |
| Diker Management LLC | 7,509 | $476.5K | 0.40% | +9+0.1% | Added |
| Camelot Portfolios, LLC | 7,523 | $477.4K | 0.27% | −4,395−36.9% | Reduced |
| Capital Square, LLC | 7,411 | $478.0K | 0.31% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,548 | $479.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 7,550 | $479.1K | 0.04% | −81−1.1% | Reduced |
| KCM Investment Advisors LLC | 7,554 | $479.4K | 0.02% | +107+1.4% | Added |
| MCF Advisors LLC | 7,573 | $480.6K | 0.04% | +18+0.2% | Added |
| Aft, Forsyth & Company, Inc. | 7,591 | $481.7K | 0.25% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,594 | $481.9K | 0.08% | −44−0.6% | Reduced |
| AlTi Global, Inc. | 7,600 | $482.3K | 0.01% | +111+1.5% | Added |
| Ridgewood Investments LLC | 7,615 | $483.3K | 0.24% | −561−6.9% | Reduced |
| Catalytic Wealth RIA, LLC | 7,666 | $486.5K | 0.10% | −139−1.8% | Reduced |
| Gateway Investment Advisers LLC | 7,688 | $487.9K | 0.01% | −98,091−92.7% | Reduced |
| Moneta Group Investment Advisors LLC | 7,692 | $488.1K | 0.01% | +317+4.3% | Added |
| Next Level Private LLC | 7,737 | $491.0K | 0.22% | +51+0.7% | Added |
| Centaurus Financial, Inc. | 7,752 | $492.0K | 0.03% | −10,583−57.7% | Reduced |
| Parsons Capital Management Inc | 7,766 | $492.8K | 0.03% | −240−3.0% | Reduced |
| Massmutual Trust Co FSB | 7,804 | $495.2K | 0.02% | +831+11.9% | Added |
| Investors Asset Management of Georgia Inc | 7,852 | $498.3K | 0.24% | −500−6.0% | Reduced |
| Summit Global Investments | 7,866 | $499.0K | 0.03% | −3,074−28.1% | Reduced |
| North Star Investment Management Corp. | 7,885 | $500.4K | 0.04% | +80+1.0% | Added |
| Quadrant Private Wealth Management, LLC | 7,898 | $501.2K | 0.12% | +344+4.6% | Added |
| WNY Asset Management, LLC | 7,942 | $504.0K | 0.07% | −1,139−12.5% | Reduced |
| Bard Financial Services, Inc. | 7,945 | $504.2K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,999 | $507.6K | 0.02% | +100+1.3% | Added |
| Simmons Bank | 8,097 | $513.8K | 0.04% | −104−1.3% | Reduced |
| Quadrant Capital Group LLC | 8,137 | $516.4K | 0.04% | +549+7.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,175 | $518.8K | 0.01% | −184−2.2% | Reduced |
| Alterna Wealth Management, Inc | 8,190 | $519.7K | 0.46% | −4,629−36.1% | Reduced |
| Savvy Advisors, Inc. | 8,192 | $519.9K | 0.17% | +857+11.7% | Added |
| US Asset Management LLC | 8,206 | $521.0K | 0.47% | −292−3.4% | Reduced |
| Beta Wealth Group, Inc. | 8,215 | $521.3K | 0.25% | +397+5.1% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $522.6K | 0.11% | +8,235 | New |
| Modera Wealth Management, LLC | 8,257 | $524.0K | 0.01% | −655−7.3% | Reduced |
| Acorn Financial Advisory Services Inc | 8,369 | $531.1K | 0.10% | +43+0.5% | Added |
| Balanced Rock Investment Advisor | 8,372 | $531.3K | 0.45% | −154−1.8% | Reduced |
| AdvisorNet Financial, Inc | 8,450 | $536.2K | 0.05% | +413+5.1% | Added |
| Powell Investment Advisors, LLC | 8,469 | $537.4K | 0.28% | +450+5.6% | Added |
| Exencial Wealth Advisors, LLC | 8,488 | $538.6K | 0.02% | −293−3.3% | Reduced |
| 626 Financial, LLC | 8,498 | $539.3K | 0.31% | +10.0% | Added |
| Symmetry Partners, LLC | 8,505 | $540.0K | 0.03% | −5,575−39.6% | Reduced |
| Abn Amro Investment Solutions | 8,654 | $549.2K | 0.01% | −11,439−56.9% | Reduced |
| Cantor Fitzgerald, L. P. | 8,700 | $552.1K | 0.11% | −608−6.5% | Reduced |
| Steinberg Asset Management LLC | 8,782 | $557.3K | 0.44% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,801 | $558.4K | 0.23% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 8,808 | $558.9K | 0.31% | +1,840+26.4% | Added |
| RFG Advisory, LLC | 8,838 | $560.9K | 0.02% | −137−1.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,850 | $561.6K | 0.39% | −650−6.8% | Reduced |