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; 2,644 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 | 2,644 | $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 |
|---|---|---|---|---|---|
| FCG Investment Co | 8,873 | $563.1K | 0.43% | +65+0.7% | Added |
| Concord Asset Management, LLC | 8,899 | $564.7K | 0.14% | +198+2.3% | Added |
| Lindbrook Capital, LLC | 8,901 | $564.9K | 0.05% | +414+4.9% | Added |
| Humankind Investments LLC | 8,931 | $566.8K | 0.15% | +8,931 | New |
| Parkside Financial Bank & Trust | 8,961 | $568.7K | 0.09% | +149+1.7% | Added |
| Stonegate Investment Group, LLC | 8,994 | $570.8K | 0.02% | +3,554+65.3% | Added |
| Brave Asset Management Inc | 9,024 | $572.7K | 0.15% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 9,064 | $575.2K | 0.31% | +1,357+17.6% | Added |
| Cary Street Partner Investment Advisory LLC | 9,173 | $582.1K | 0.02% | −153−1.6% | Reduced |
| Cabot Wealth Management Inc | 9,259 | $587.6K | 0.08% | +76+0.8% | Added |
| Mount Vernon Associates Inc | 9,270 | $588.0K | 0.52% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 9,337 | $592.5K | 0.01% | +2,581+38.2% | Added |
| Kathmere Capital Management, LLC | 9,352 | $593.5K | 0.06% | +347+3.9% | Added |
| Paloma Partners Management Co | 9,400 | $596.5K | 0.05% | −35,814−79.2% | Reduced |
| Wagner Wealth Management, LLC | 9,418 | $597.7K | 0.18% | +1,303+16.1% | Added |
| Wealth Effects LLC | 9,500 | $602.9K | 0.22% | +1,300+15.9% | Added |
| Sherbrooke Park Advisers LLC | 9,554 | $606.3K | 0.11% | +3,047+46.8% | Added |
| Fukoku Mutual Life Insurance Co | 9,598 | $609.1K | 0.05% | −150−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,624 | $610.7K | 0.33% | +90+0.9% | Added |
| Fullcircle Wealth LLC | 9,595 | $610.8K | 0.30% | +9,595 | New |
| Marco Investment Management LLC | 9,632 | $611.2K | 0.06% | +55+0.6% | Added |
| Becker Capital Management Inc | 9,659 | $613.0K | 0.02% | −320−3.2% | Reduced |
| Thrive Wealth Management, LLC | 9,744 | $618.3K | 0.12% | +360+3.8% | Added |
| Tyche Wealth Partners LLC | 9,818 | $623.1K | 0.15% | +800+8.9% | Added |
| Accurate Wealth Management, LLC | 9,579 | $623.9K | 0.15% | +5,138+115.7% | Added |
| Diversify Advisory Services, LLC | 9,400 | $625.6K | 0.03% | −6,904−42.3% | Reduced |
| Twelve Points Wealth Management LLC | 9,870 | $626.3K | 0.22% | +844+9.4% | Added |
| Western Wealth Management, LLC | 9,971 | $632.8K | 0.05% | +381+4.0% | Added |
| Herold Advisors, Inc. | 9,986 | $633.7K | 0.15% | 00.0% | Unchanged |
| EJF Capital LLC | 10,000 | $634.6K | 0.47% | 00.0% | Unchanged |
| NBT Bank N A | 10,020 | $635.9K | 0.05% | −702−6.5% | Reduced |
| Rossmore Private Capital | 10,030 | $636.5K | 0.08% | −2,045−16.9% | Reduced |
| J.W. Cole Advisors, Inc. | 10,033 | $636.7K | 0.03% | −4,095−29.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,108 | $641.4K | 0.11% | +1,441+16.6% | Added |
| Moss Adams Wealth Advisors LLC | 10,145 | $643.8K | 0.09% | +857+9.2% | Added |
| Clarius Group, LLC | 10,205 | $647.6K | 0.05% | −256−2.4% | Reduced |
| Philadelphia Trust Co | 10,207 | $648.0K | 0.05% | +10,207 | New |
| SeaBridge Investment Advisors LLC | 10,282 | $652.5K | 0.17% | −3,733−26.6% | Reduced |
| First PREMIER Bank | 10,318 | $655.0K | 0.18% | −1,346−11.5% | Reduced |
| Deseret Mutual Benefit Administrators | 10,353 | $657.0K | 0.30% | −509−4.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,398 | $660.0K | 0.01% | −642−5.8% | Reduced |
| Titleist Asset Management, LLC | 10,440 | $662.5K | 0.10% | +32+0.3% | Added |
| Gleason Group, Inc. | 10,457 | $663.6K | 0.13% | +8,087+341.2% | Added |
| Qtron Investments LLC | 10,471 | $664.5K | 0.10% | −2,115−16.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,480 | $665.1K | 0.02% | +2,829+37.0% | Added |
| WCG Wealth Advisors LLC | 10,492 | $666.0K | 0.05% | +10,492 | New |
| Westside Investment Management, Inc. | 10,496 | $666.1K | 0.15% | −63−0.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,581 | $671.5K | 0.16% | +543+5.4% | Added |
| Claro Advisors LLC | 10,594 | $672.3K | 0.11% | +1,029+10.8% | Added |
| Aviso Wealth Management | 10,596 | $672.4K | 0.40% | −923−8.0% | Reduced |
| GeoWealth Management, LLC | 10,614 | $673.6K | 0.03% | +1,850+21.1% | Added |
| Leo Wealth, LLC | 10,620 | $673.8K | 0.07% | −1,392−11.6% | Reduced |
| Brown Brothers Harriman & Co | 10,622 | $674.1K | 0.01% | +5,724+116.9% | Added |
| Buckingham Strategic Wealth, LLC | 10,648 | $675.7K | 0.01% | +2,942+38.2% | Added |
| Concord Wealth Partners | 10,672 | $677.2K | 0.12% | −862−7.5% | Reduced |
| Bank Hapoalim BM | 10,692 | $679.0K | 0.10% | −3,132−22.7% | Reduced |
| Bridgeway Capital Management, LLC | 10,710 | $679.7K | 0.02% | −29,400−73.3% | Reduced |
| Flagship Harbor Advisors, LLC | 10,729 | $680.9K | 0.04% | −791−6.9% | Reduced |
| Spire Wealth Management | 10,770 | $683.5K | 0.02% | −402−3.6% | Reduced |
| Personal Cfo Solutions, LLC | 10,787 | $684.5K | 0.11% | −865−7.4% | Reduced |
| Private Trust Co NA | 10,801 | $685.4K | 0.07% | +791+7.9% | Added |
| Johnson Financial Group, Inc. | 10,818 | $686.5K | 0.03% | +3,802+54.2% | Added |
| Schnieders Capital Management LLC | 10,830 | $687.3K | 0.14% | −1,450−11.8% | Reduced |
| NewEdge Wealth, LLC | 10,885 | $690.8K | 0.01% | −519−4.6% | Reduced |
| Stephenson National Bank & Trust | 10,905 | $692.0K | 0.24% | −388−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 10,913 | $692.5K | 0.02% | +2,463+29.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,919 | $692.9K | 0.16% | +50.0% | Added |
| Csenge Advisory Group | 10,932 | $693.7K | 0.04% | −809−6.9% | Reduced |
| HBK Sorce Advisory LLC | 10,950 | $694.9K | 0.02% | +1,507+16.0% | Added |
| Waldron Private Wealth LLC | 10,960 | $695.5K | 0.03% | +313+2.9% | Added |
| Ping Capital Management, Inc. | 11,000 | $698.1K | 0.44% | +11,000 | New |
| SOL Capital Management CO | 11,025 | $700.0K | 0.08% | −350−3.1% | Reduced |
| Investors Research Corp | 11,034 | $700.2K | 0.16% | 00.0% | Unchanged |
| Capital Management Associates | 11,063 | $702.1K | 0.83% | −132−1.2% | Reduced |
| Avestar Capital, LLC | 11,149 | $707.5K | 0.08% | +1,367+14.0% | Added |
| Graypoint LLC | 11,177 | $709.3K | 0.05% | +1,166+11.6% | Added |
| World Equity Group, Inc. | 11,215 | $711.7K | 0.21% | −10,231−47.7% | Reduced |
| Planning Capital Management Corp | 11,222 | $712.1K | 0.50% | +16+0.1% | Added |
| V-Square Quantitative Management LLC | 11,240 | $713.3K | 0.12% | −9,139−44.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,244 | $713.5K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 11,246 | $713.7K | 0.03% | +1,717+18.0% | Added |
| RMR Wealth Builders | 11,297 | $716.9K | 0.08% | +611+5.7% | Added |
| WSFS Capital Management, LLC | 11,344 | $719.9K | 0.04% | +139+1.2% | Added |
| Coastal Investment Advisors, Inc. | 11,387 | $722.6K | 0.14% | −2,675−19.0% | Reduced |
| Fiduciary Trust Co | 11,409 | $724.0K | 0.01% | −778−6.4% | Reduced |
| My Legacy Advisors, LLC | 11,427 | $725.2K | 0.23% | +275+2.5% | Added |
| Fusion Capital, LLC | 11,451 | $726.7K | 0.33% | +417+3.8% | Added |
| Washington Trust Bank | 11,457 | $727.1K | 0.07% | −270−2.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 11,505 | $730.1K | 0.18% | −134−1.2% | Reduced |
| First Commonwealth Financial Corp | 11,505 | $730.1K | 0.19% | +11,505 | New |
| Hollencrest Capital Management | 11,513 | $730.6K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 11,540 | $731.0K | 0.12% | −100−0.9% | Reduced |
| Chesley Taft & Associates LLC | 11,579 | $734.8K | 0.04% | +11,579 | New |
| Krilogy Financial LLC | 11,596 | $735.9K | 0.05% | +1,449+14.3% | Added |
| Gladstone Institutional Advisory LLC | 11,653 | $739.5K | 0.04% | +190+1.7% | Added |
| Ostrum Asset Management | 11,662 | $740.1K | 0.06% | −5,943−33.8% | Reduced |
| Hexagon Capital Partners LLC | 11,684 | $741.5K | 0.16% | −82−0.7% | Reduced |
| Smartleaf Asset Management LLC | 12,118 | $745.9K | 0.12% | +2,286+23.3% | Added |
| Citizens Financial Group Inc | 11,759 | $746.2K | 0.02% | +3,131+36.3% | Added |
| nVerses Capital, LLC | 11,900 | $755.2K | 0.45% | +11,900 | New |