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 |
|---|---|---|---|---|---|
| Chiron Capital Management, LLC | 15,822 | $1.00M | 0.96% | −4,899−23.6% | Reduced |
| Ransom Advisory, Ltd | 15,799 | $1.00M | 0.50% | −150−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 15,764 | $1.00M | 0.06% | +15,764 | New |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $1.00M | 0.22% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 15,746 | $999.3K | 0.07% | +242+1.6% | Added |
| Trust Point Inc. | 15,664 | $994.0K | 0.08% | −482−3.0% | Reduced |
| Northeast Financial Consultants Inc | 15,626 | $991.6K | 0.05% | −39,000−71.4% | Reduced |
| Evergreen Capital Management LLC | 15,613 | $990.8K | 0.04% | +1,281+8.9% | Added |
| Proequities, Inc. | 15,577 | $988.5K | 0.06% | +1,214+8.5% | Added |
| LifePlan Financial, LLC | 15,511 | $984.3K | 0.91% | −670−4.1% | Reduced |
| Somerset Trust Co | 15,385 | $976.3K | 0.40% | −154−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 15,382 | $976.2K | 0.15% | +127+0.8% | Added |
| Portside Wealth Group, LLC | 15,379 | $976.0K | 0.19% | −224−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 15,361 | $974.8K | 0.28% | +6,416+71.7% | Added |
| Winton Group Ltd | 15,327 | $972.7K | 0.07% | −69,507−81.9% | Reduced |
| Maven Securities LTD | 15,323 | $972.4K | 0.15% | −17,710−53.6% | Reduced |
| Adell Harriman & Carpenter Inc | 15,287 | $970.1K | 0.07% | +5,195+51.5% | Added |
| Navellier & Associates Inc | 15,276 | $969.4K | 0.11% | −200−1.3% | Reduced |
| Lake Street Advisors Group, LLC | 15,153 | $961.6K | 0.05% | +74+0.5% | Added |
| Widmann Financial Services, Inc. | 15,123 | $959.7K | 0.78% | −162−1.1% | Reduced |
| Excalibur Management Corp | 15,116 | $959.3K | 0.39% | +177+1.2% | Added |
| Castlekeep Investment Advisors LLC | 15,109 | $958.8K | 0.74% | −1,444−8.7% | Reduced |
| Intrinsic Value Partners, LLC | 15,077 | $956.8K | 1.00% | −30.0% | Reduced |
| Ballentine Partners, LLC | 15,068 | $956.2K | 0.02% | +2,680+21.6% | Added |
| Checchi Capital Advisers, LLC | 15,027 | $953.6K | 0.08% | +381+2.6% | Added |
| CMT Capital Markets Trading GmbH | 15,000 | $952.0K | 0.27% | −202,500−93.1% | Reduced |
| MUFG Securities EMEA plc | 14,874 | $943.9K | 0.04% | −1,321−8.2% | Reduced |
| DMG Group, LLC | 14,860 | $943.0K | 0.81% | +1,700+12.9% | Added |
| Wedmont Private Capital | 14,571 | $940.1K | 0.06% | +1,496+11.4% | Added |
| Trust Co of Toledo NA | 14,758 | $936.5K | 0.14% | +2,748+22.9% | Added |
| Waverton Investment Management Ltd | 14,700 | $933.2K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 14,701 | $932.9K | 0.04% | +10,854+282.1% | Added |
| Sandy Spring Bank | 14,616 | $927.5K | 0.04% | −1,020−6.5% | Reduced |
| Jmac Enterprises LLC | 14,572 | $924.7K | 0.16% | +8,586+143.4% | Added |
| Kingsview Wealth Management, LLC | 14,567 | $924.4K | 0.02% | +689+5.0% | Added |
| Conning Inc. | 14,506 | $920.6K | 0.03% | +75+0.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,500 | $920.2K | 0.60% | 00.0% | Unchanged |
| Stevens Capital Management LP | 14,376 | $912.0K | 0.31% | +14,376 | New |
| Summit Financial, LLC | 14,312 | $908.2K | 0.04% | +5,099+55.3% | Added |
| Premier Path Wealth Partners, LLC | 14,223 | $902.6K | 0.15% | +206+1.5% | Added |
| Modern Wealth Management, LLC | 14,144 | $897.6K | 0.07% | +322+2.3% | Added |
| Quadcap Wealth Management, LLC | 14,044 | $891.3K | 0.16% | +985+7.5% | Added |
| Cookson Peirce & Co Inc | 14,035 | $890.7K | 0.04% | +196+1.4% | Added |
| DCF Advisers, LLC | 14,000 | $888.4K | 0.46% | +6,750+93.1% | Added |
| Fulton Bank, N.A. | 13,984 | $887.4K | 0.04% | +187+1.4% | Added |
| TCG Advisory Services, LLC | 13,890 | $881.5K | 0.04% | −425−3.0% | Reduced |
| SageView Advisory Group, LLC | 13,827 | $877.5K | 0.04% | +4,312+45.3% | Added |
| BKM Wealth Management, LLC | 13,772 | $874.0K | 0.42% | +198+1.5% | Added |
| Shelton Wealth Management, LLC | 13,614 | $863.9K | 0.52% | +13,614 | New |
| Fort Sheridan Advisors LLC | 13,459 | $854.1K | 0.14% | +130+1.0% | Added |
| Haverford Trust Co | 13,432 | $852.4K | 0.01% | +13,432 | New |
| Commerzbank Aktiengesellschaft | 13,401 | $851.0K | 0.03% | +907+7.3% | Added |
| LGT Fund Management Co Ltd. | 13,400 | $850.4K | 0.11% | +13,400 | New |
| Stoneridge Investment Partners LLC | 13,381 | $849.0K | 0.32% | −1,300−8.9% | Reduced |
| Triangle Securities Wealth Management | 13,376 | $848.9K | 0.24% | −30−0.2% | Reduced |
| New Century Financial Group, LLC | 13,322 | $845.4K | 0.36% | −10,265−43.5% | Reduced |
| SeaCrest Wealth Management, LLC | 13,316 | $845.1K | 0.10% | +468+3.6% | Added |
| CX Institutional | 13,311 | $844.7K | 0.04% | +65+0.5% | Added |
| Concurrent Investment Advisors, LLC | 13,283 | $842.9K | 0.03% | +2,700+25.5% | Added |
| Lazari Capital Management, Inc. | 13,226 | $839.3K | 0.38% | +843+6.8% | Added |
| Breakwater Capital Group | 13,072 | $829.6K | 0.19% | +1,037+8.6% | Added |
| Connective Portfolio Management, LLC | 13,000 | $825.0K | 1.34% | −10,000−43.5% | Reduced |
| Mosley Wealth Management | 12,800 | $812.3K | 0.69% | −2,179−14.5% | Reduced |
| Verdence Capital Advisors LLC | 12,793 | $811.8K | 0.07% | −536−4.0% | Reduced |
| Privium Fund Management B.V. | 12,478 | $807.1K | 0.21% | −2,100−14.4% | Reduced |
| Asset Dedication, LLC | 12,705 | $806.2K | 0.06% | −58−0.5% | Reduced |
| Affinity Investment Advisors, LLC | 12,702 | $806.1K | 0.61% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 52,738 | $801.0K | 0.00% | +48,484+1,139.7% | Added |
| IHT Wealth Management, LLC | 12,620 | $800.8K | 0.03% | −3,020−19.3% | Reduced |
| Power Wealth Management LLC | 12,605 | $799.9K | 0.38% | +82+0.7% | Added |
| Trajan Wealth LLC | 12,604 | $799.9K | 0.05% | −1,696−11.9% | Reduced |
| Global Retirement Partners, LLC | 12,558 | $796.9K | 0.02% | +2,607+26.2% | Added |
| Edgestream Partners, L.P. | 12,514 | $794.1K | 0.04% | −30,427−70.9% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $793.3K | 0.01% | +12,500 | New |
| Manchester Capital Management LLC | 12,496 | $793.0K | 0.10% | −47−0.4% | Reduced |
| Nilsine Partners, LLC | 12,461 | $790.8K | 0.11% | +494+4.1% | Added |
| Shikiar Asset Management Inc | 12,438 | $789.0K | 0.21% | 00.0% | Unchanged |
| MWA Asset Management | 12,412 | $787.7K | 0.56% | +312+2.6% | Added |
| Intrust Bank NA | 12,403 | $787.1K | 0.08% | +831+7.2% | Added |
| Coastwise Capital Group, LLC | 12,383 | $785.8K | 0.75% | −4,792−27.9% | Reduced |
| Frank, Rimerman Advisors LLC | 12,382 | $785.8K | 0.06% | +11,927+2,621.3% | Added |
| Alexander Randolph Advisory, Inc. | 12,328 | $782.3K | 0.73% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 12,162 | $771.8K | 0.05% | −90−0.7% | Reduced |
| NorthRock Partners, LLC | 12,042 | $764.2K | 0.03% | −973−7.5% | Reduced |
| Diversify Wealth Management, LLC | 13,555 | $761.9K | 0.09% | +13,555 | New |
| Par Capital Management Inc | 12,000 | $761.5K | 0.02% | +12,000 | New |
| Chilton Capital Management LLC | 11,984 | $760.5K | 0.03% | −548−4.4% | Reduced |
| Hobbs Group Advisors, LLC | 11,902 | $755.3K | 0.29% | +11,902 | New |
| nVerses Capital, LLC | 11,900 | $755.2K | 0.45% | +11,900 | New |
| Citizens Financial Group Inc | 11,759 | $746.2K | 0.02% | +3,131+36.3% | Added |
| Smartleaf Asset Management LLC | 12,118 | $745.9K | 0.12% | +2,286+23.3% | Added |
| Hexagon Capital Partners LLC | 11,684 | $741.5K | 0.16% | −82−0.7% | Reduced |
| Ostrum Asset Management | 11,662 | $740.1K | 0.06% | −5,943−33.8% | Reduced |
| Gladstone Institutional Advisory LLC | 11,653 | $739.5K | 0.04% | +190+1.7% | Added |
| Krilogy Financial LLC | 11,596 | $735.9K | 0.05% | +1,449+14.3% | Added |
| Chesley Taft & Associates LLC | 11,579 | $734.8K | 0.04% | +11,579 | New |
| Hunter Associates Investment Management LLC | 11,540 | $731.0K | 0.12% | −100−0.9% | Reduced |
| Hollencrest Capital Management | 11,513 | $730.6K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 11,505 | $730.1K | 0.19% | +11,505 | New |
| First National Bank of Mount Dora, Trust Investment Services | 11,505 | $730.1K | 0.18% | −134−1.2% | Reduced |