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 |
|---|---|---|---|---|---|
| Hobbs Group Advisors, LLC | 11,902 | $755.3K | 0.29% | +11,902 | New |
| Chilton Capital Management LLC | 11,984 | $760.5K | 0.03% | −548−4.4% | Reduced |
| Par Capital Management Inc | 12,000 | $761.5K | 0.02% | +12,000 | New |
| Diversify Wealth Management, LLC | 13,555 | $761.9K | 0.09% | +13,555 | New |
| NorthRock Partners, LLC | 12,042 | $764.2K | 0.03% | −973−7.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,162 | $771.8K | 0.05% | −90−0.7% | Reduced |
| Alexander Randolph Advisory, Inc. | 12,328 | $782.3K | 0.73% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12,382 | $785.8K | 0.06% | +11,927+2,621.3% | Added |
| Coastwise Capital Group, LLC | 12,383 | $785.8K | 0.75% | −4,792−27.9% | Reduced |
| Intrust Bank NA | 12,403 | $787.1K | 0.08% | +831+7.2% | Added |
| MWA Asset Management | 12,412 | $787.7K | 0.56% | +312+2.6% | Added |
| Shikiar Asset Management Inc | 12,438 | $789.0K | 0.21% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 12,461 | $790.8K | 0.11% | +494+4.1% | Added |
| Manchester Capital Management LLC | 12,496 | $793.0K | 0.10% | −47−0.4% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $793.3K | 0.01% | +12,500 | New |
| Edgestream Partners, L.P. | 12,514 | $794.1K | 0.04% | −30,427−70.9% | Reduced |
| Global Retirement Partners, LLC | 12,558 | $796.9K | 0.02% | +2,607+26.2% | Added |
| Trajan Wealth LLC | 12,604 | $799.9K | 0.05% | −1,696−11.9% | Reduced |
| Power Wealth Management LLC | 12,605 | $799.9K | 0.38% | +82+0.7% | Added |
| IHT Wealth Management, LLC | 12,620 | $800.8K | 0.03% | −3,020−19.3% | Reduced |
| Strategic Financial Concepts, LLC | 52,738 | $801.0K | 0.00% | +48,484+1,139.7% | Added |
| Affinity Investment Advisors, LLC | 12,702 | $806.1K | 0.61% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12,705 | $806.2K | 0.06% | −58−0.5% | Reduced |
| Privium Fund Management B.V. | 12,478 | $807.1K | 0.21% | −2,100−14.4% | Reduced |
| Verdence Capital Advisors LLC | 12,793 | $811.8K | 0.07% | −536−4.0% | Reduced |
| Mosley Wealth Management | 12,800 | $812.3K | 0.69% | −2,179−14.5% | Reduced |
| Connective Portfolio Management, LLC | 13,000 | $825.0K | 1.34% | −10,000−43.5% | Reduced |
| Breakwater Capital Group | 13,072 | $829.6K | 0.19% | +1,037+8.6% | Added |
| Lazari Capital Management, Inc. | 13,226 | $839.3K | 0.38% | +843+6.8% | Added |
| Concurrent Investment Advisors, LLC | 13,283 | $842.9K | 0.03% | +2,700+25.5% | Added |
| CX Institutional | 13,311 | $844.7K | 0.04% | +65+0.5% | Added |
| SeaCrest Wealth Management, LLC | 13,316 | $845.1K | 0.10% | +468+3.6% | Added |
| New Century Financial Group, LLC | 13,322 | $845.4K | 0.36% | −10,265−43.5% | Reduced |
| Triangle Securities Wealth Management | 13,376 | $848.9K | 0.24% | −30−0.2% | Reduced |
| Stoneridge Investment Partners LLC | 13,381 | $849.0K | 0.32% | −1,300−8.9% | Reduced |
| LGT Fund Management Co Ltd. | 13,400 | $850.4K | 0.11% | +13,400 | New |
| Commerzbank Aktiengesellschaft | 13,401 | $851.0K | 0.03% | +907+7.3% | Added |
| Haverford Trust Co | 13,432 | $852.4K | 0.01% | +13,432 | New |
| Fort Sheridan Advisors LLC | 13,459 | $854.1K | 0.14% | +130+1.0% | Added |
| Shelton Wealth Management, LLC | 13,614 | $863.9K | 0.52% | +13,614 | New |
| BKM Wealth Management, LLC | 13,772 | $874.0K | 0.42% | +198+1.5% | Added |
| SageView Advisory Group, LLC | 13,827 | $877.5K | 0.04% | +4,312+45.3% | Added |
| TCG Advisory Services, LLC | 13,890 | $881.5K | 0.04% | −425−3.0% | Reduced |
| Fulton Bank, N.A. | 13,984 | $887.4K | 0.04% | +187+1.4% | Added |
| DCF Advisers, LLC | 14,000 | $888.4K | 0.46% | +6,750+93.1% | Added |
| Cookson Peirce & Co Inc | 14,035 | $890.7K | 0.04% | +196+1.4% | Added |
| Quadcap Wealth Management, LLC | 14,044 | $891.3K | 0.16% | +985+7.5% | Added |
| Modern Wealth Management, LLC | 14,144 | $897.6K | 0.07% | +322+2.3% | Added |
| Premier Path Wealth Partners, LLC | 14,223 | $902.6K | 0.15% | +206+1.5% | Added |
| Summit Financial, LLC | 14,312 | $908.2K | 0.04% | +5,099+55.3% | Added |
| Stevens Capital Management LP | 14,376 | $912.0K | 0.31% | +14,376 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,500 | $920.2K | 0.60% | 00.0% | Unchanged |
| Conning Inc. | 14,506 | $920.6K | 0.03% | +75+0.5% | Added |
| Kingsview Wealth Management, LLC | 14,567 | $924.4K | 0.02% | +689+5.0% | Added |
| Jmac Enterprises LLC | 14,572 | $924.7K | 0.16% | +8,586+143.4% | Added |
| Sandy Spring Bank | 14,616 | $927.5K | 0.04% | −1,020−6.5% | Reduced |
| Journey Strategic Wealth LLC | 14,701 | $932.9K | 0.04% | +10,854+282.1% | Added |
| Waverton Investment Management Ltd | 14,700 | $933.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14,758 | $936.5K | 0.14% | +2,748+22.9% | Added |
| Wedmont Private Capital | 14,571 | $940.1K | 0.06% | +1,496+11.4% | Added |
| DMG Group, LLC | 14,860 | $943.0K | 0.81% | +1,700+12.9% | Added |
| MUFG Securities EMEA plc | 14,874 | $943.9K | 0.04% | −1,321−8.2% | Reduced |
| CMT Capital Markets Trading GmbH | 15,000 | $952.0K | 0.27% | −202,500−93.1% | Reduced |
| Checchi Capital Advisers, LLC | 15,027 | $953.6K | 0.08% | +381+2.6% | Added |
| Ballentine Partners, LLC | 15,068 | $956.2K | 0.02% | +2,680+21.6% | Added |
| Intrinsic Value Partners, LLC | 15,077 | $956.8K | 1.00% | −30.0% | Reduced |
| Castlekeep Investment Advisors LLC | 15,109 | $958.8K | 0.74% | −1,444−8.7% | Reduced |
| Excalibur Management Corp | 15,116 | $959.3K | 0.39% | +177+1.2% | Added |
| Widmann Financial Services, Inc. | 15,123 | $959.7K | 0.78% | −162−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 15,153 | $961.6K | 0.05% | +74+0.5% | Added |
| Navellier & Associates Inc | 15,276 | $969.4K | 0.11% | −200−1.3% | Reduced |
| Adell Harriman & Carpenter Inc | 15,287 | $970.1K | 0.07% | +5,195+51.5% | Added |
| Maven Securities LTD | 15,323 | $972.4K | 0.15% | −17,710−53.6% | Reduced |
| Winton Group Ltd | 15,327 | $972.7K | 0.07% | −69,507−81.9% | Reduced |
| Boyd Watterson Asset Management LLC | 15,361 | $974.8K | 0.28% | +6,416+71.7% | Added |
| Portside Wealth Group, LLC | 15,379 | $976.0K | 0.19% | −224−1.4% | Reduced |
| Paradigm Financial Partners, LLC | 15,382 | $976.2K | 0.15% | +127+0.8% | Added |
| Somerset Trust Co | 15,385 | $976.3K | 0.40% | −154−1.0% | Reduced |
| LifePlan Financial, LLC | 15,511 | $984.3K | 0.91% | −670−4.1% | Reduced |
| Proequities, Inc. | 15,577 | $988.5K | 0.06% | +1,214+8.5% | Added |
| Evergreen Capital Management LLC | 15,613 | $990.8K | 0.04% | +1,281+8.9% | Added |
| Northeast Financial Consultants Inc | 15,626 | $991.6K | 0.05% | −39,000−71.4% | Reduced |
| Trust Point Inc. | 15,664 | $994.0K | 0.08% | −482−3.0% | Reduced |
| Rehmann Capital Advisory Group | 15,746 | $999.3K | 0.07% | +242+1.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $1.00M | 0.22% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,764 | $1.00M | 0.06% | +15,764 | New |
| Ransom Advisory, Ltd | 15,799 | $1.00M | 0.50% | −150−0.9% | Reduced |
| Chiron Capital Management, LLC | 15,822 | $1.00M | 0.96% | −4,899−23.6% | Reduced |
| Mutual Advisors, LLC | 15,705 | $1.01M | 0.03% | +634+4.2% | Added |
| Dumont & Blake Investment Advisors LLC | 16,041 | $1.02M | 0.14% | +8,056+100.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 16,057 | $1.02M | 0.11% | +56+0.3% | Added |
| Paragon Capital Management LLC | 16,074 | $1.02M | 0.55% | +16,074 | New |
| Cito Capital Group, LLC | 16,151 | $1.02M | 0.40% | 00.0% | Unchanged |
| Herbst Group, LLC | 16,201 | $1.03M | 0.63% | +801+5.2% | Added |
| Vise Technologies, Inc. | 16,207 | $1.03M | 0.18% | +59+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,264 | $1.03M | 0.10% | −20.0% | Reduced |
| Consilium Wealth Advisory, LLC | 16,267 | $1.03M | 0.56% | −7,413−31.3% | Reduced |
| Guardian Investment Management | 16,290 | $1.03M | 0.75% | −150−0.9% | Reduced |
| Sigma Planning Corp | 16,331 | $1.04M | 0.03% | +681+4.4% | Added |
| Permanent Capital Management, LP | 12,201 | $1.04M | 0.22% | +12,201 | New |