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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 11,457 | $727.1K | 0.07% | −270−2.3% | Reduced |
| Fusion Capital, LLC | 11,451 | $726.7K | 0.33% | +417+3.8% | Added |
| My Legacy Advisors, LLC | 11,427 | $725.2K | 0.23% | +275+2.5% | Added |
| Fiduciary Trust Co | 11,409 | $724.0K | 0.01% | −778−6.4% | Reduced |
| Coastal Investment Advisors, Inc. | 11,387 | $722.6K | 0.14% | −2,675−19.0% | Reduced |
| WSFS Capital Management, LLC | 11,344 | $719.9K | 0.04% | +139+1.2% | Added |
| RMR Wealth Builders | 11,297 | $716.9K | 0.08% | +611+5.7% | Added |
| Bank of Hawaii | 11,246 | $713.7K | 0.03% | +1,717+18.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,244 | $713.5K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,240 | $713.3K | 0.12% | −9,139−44.8% | Reduced |
| Planning Capital Management Corp | 11,222 | $712.1K | 0.50% | +16+0.1% | Added |
| World Equity Group, Inc. | 11,215 | $711.7K | 0.21% | −10,231−47.7% | Reduced |
| Graypoint LLC | 11,177 | $709.3K | 0.05% | +1,166+11.6% | Added |
| Avestar Capital, LLC | 11,149 | $707.5K | 0.08% | +1,367+14.0% | Added |
| Capital Management Associates | 11,063 | $702.1K | 0.83% | −132−1.2% | Reduced |
| Investors Research Corp | 11,034 | $700.2K | 0.16% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,025 | $700.0K | 0.08% | −350−3.1% | Reduced |
| Ping Capital Management, Inc. | 11,000 | $698.1K | 0.44% | +11,000 | New |
| Waldron Private Wealth LLC | 10,960 | $695.5K | 0.03% | +313+2.9% | Added |
| HBK Sorce Advisory LLC | 10,950 | $694.9K | 0.02% | +1,507+16.0% | Added |
| Csenge Advisory Group | 10,932 | $693.7K | 0.04% | −809−6.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,919 | $692.9K | 0.16% | +50.0% | Added |
| Dynamic Advisor Solutions LLC | 10,913 | $692.5K | 0.02% | +2,463+29.1% | Added |
| Stephenson National Bank & Trust | 10,905 | $692.0K | 0.24% | −388−3.4% | Reduced |
| NewEdge Wealth, LLC | 10,885 | $690.8K | 0.01% | −519−4.6% | Reduced |
| Schnieders Capital Management LLC | 10,830 | $687.3K | 0.14% | −1,450−11.8% | Reduced |
| Johnson Financial Group, Inc. | 10,818 | $686.5K | 0.03% | +3,802+54.2% | Added |
| Private Trust Co NA | 10,801 | $685.4K | 0.07% | +791+7.9% | Added |
| Personal Cfo Solutions, LLC | 10,787 | $684.5K | 0.11% | −865−7.4% | Reduced |
| Spire Wealth Management | 10,770 | $683.5K | 0.02% | −402−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 10,729 | $680.9K | 0.04% | −791−6.9% | Reduced |
| Bridgeway Capital Management, LLC | 10,710 | $679.7K | 0.02% | −29,400−73.3% | Reduced |
| Bank Hapoalim BM | 10,692 | $679.0K | 0.10% | −3,132−22.7% | Reduced |
| Concord Wealth Partners | 10,672 | $677.2K | 0.12% | −862−7.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,648 | $675.7K | 0.01% | +2,942+38.2% | Added |
| Brown Brothers Harriman & Co | 10,622 | $674.1K | 0.01% | +5,724+116.9% | Added |
| Leo Wealth, LLC | 10,620 | $673.8K | 0.07% | −1,392−11.6% | Reduced |
| GeoWealth Management, LLC | 10,614 | $673.6K | 0.03% | +1,850+21.1% | Added |
| Aviso Wealth Management | 10,596 | $672.4K | 0.40% | −923−8.0% | Reduced |
| Claro Advisors LLC | 10,594 | $672.3K | 0.11% | +1,029+10.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,581 | $671.5K | 0.16% | +543+5.4% | Added |
| Westside Investment Management, Inc. | 10,496 | $666.1K | 0.15% | −63−0.6% | Reduced |
| WCG Wealth Advisors LLC | 10,492 | $666.0K | 0.05% | +10,492 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,480 | $665.1K | 0.02% | +2,829+37.0% | Added |
| Qtron Investments LLC | 10,471 | $664.5K | 0.10% | −2,115−16.8% | Reduced |
| Gleason Group, Inc. | 10,457 | $663.6K | 0.13% | +8,087+341.2% | Added |
| Titleist Asset Management, LLC | 10,440 | $662.5K | 0.10% | +32+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,398 | $660.0K | 0.01% | −642−5.8% | Reduced |
| Deseret Mutual Benefit Administrators | 10,353 | $657.0K | 0.30% | −509−4.7% | Reduced |
| First PREMIER Bank | 10,318 | $655.0K | 0.18% | −1,346−11.5% | Reduced |
| SeaBridge Investment Advisors LLC | 10,282 | $652.5K | 0.17% | −3,733−26.6% | Reduced |
| Philadelphia Trust Co | 10,207 | $648.0K | 0.05% | +10,207 | New |
| Clarius Group, LLC | 10,205 | $647.6K | 0.05% | −256−2.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 10,145 | $643.8K | 0.09% | +857+9.2% | Added |
| Jamison Private Wealth Management, Inc. | 10,108 | $641.4K | 0.11% | +1,441+16.6% | Added |
| J.W. Cole Advisors, Inc. | 10,033 | $636.7K | 0.03% | −4,095−29.0% | Reduced |
| Rossmore Private Capital | 10,030 | $636.5K | 0.08% | −2,045−16.9% | Reduced |
| NBT Bank N A | 10,020 | $635.9K | 0.05% | −702−6.5% | Reduced |
| EJF Capital LLC | 10,000 | $634.6K | 0.47% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 9,986 | $633.7K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,971 | $632.8K | 0.05% | +381+4.0% | Added |
| Twelve Points Wealth Management LLC | 9,870 | $626.3K | 0.22% | +844+9.4% | Added |
| Diversify Advisory Services, LLC | 9,400 | $625.6K | 0.03% | −6,904−42.3% | Reduced |
| Accurate Wealth Management, LLC | 9,579 | $623.9K | 0.15% | +5,138+115.7% | Added |
| Tyche Wealth Partners LLC | 9,818 | $623.1K | 0.15% | +800+8.9% | Added |
| Thrive Wealth Management, LLC | 9,744 | $618.3K | 0.12% | +360+3.8% | Added |
| Becker Capital Management Inc | 9,659 | $613.0K | 0.02% | −320−3.2% | Reduced |
| Marco Investment Management LLC | 9,632 | $611.2K | 0.06% | +55+0.6% | Added |
| Fullcircle Wealth LLC | 9,595 | $610.8K | 0.30% | +9,595 | New |
| Retirement Planning Co of New England, Inc. | 9,624 | $610.7K | 0.33% | +90+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 9,598 | $609.1K | 0.05% | −150−1.5% | Reduced |
| Sherbrooke Park Advisers LLC | 9,554 | $606.3K | 0.11% | +3,047+46.8% | Added |
| Wealth Effects LLC | 9,500 | $602.9K | 0.22% | +1,300+15.9% | Added |
| Wagner Wealth Management, LLC | 9,418 | $597.7K | 0.18% | +1,303+16.1% | Added |
| Paloma Partners Management Co | 9,400 | $596.5K | 0.05% | −35,814−79.2% | Reduced |
| Kathmere Capital Management, LLC | 9,352 | $593.5K | 0.06% | +347+3.9% | Added |
| Crestwood Advisors Group LLC | 9,337 | $592.5K | 0.01% | +2,581+38.2% | Added |
| Mount Vernon Associates Inc | 9,270 | $588.0K | 0.52% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 9,259 | $587.6K | 0.08% | +76+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 9,173 | $582.1K | 0.02% | −153−1.6% | Reduced |
| Perritt Capital Management Inc | 9,064 | $575.2K | 0.31% | +1,357+17.6% | Added |
| Brave Asset Management Inc | 9,024 | $572.7K | 0.15% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 8,994 | $570.8K | 0.02% | +3,554+65.3% | Added |
| Parkside Financial Bank & Trust | 8,961 | $568.7K | 0.09% | +149+1.7% | Added |
| Humankind Investments LLC | 8,931 | $566.8K | 0.15% | +8,931 | New |
| Lindbrook Capital, LLC | 8,901 | $564.9K | 0.05% | +414+4.9% | Added |
| Concord Asset Management, LLC | 8,899 | $564.7K | 0.14% | +198+2.3% | Added |
| FCG Investment Co | 8,873 | $563.1K | 0.43% | +65+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,850 | $561.6K | 0.39% | −650−6.8% | Reduced |
| RFG Advisory, LLC | 8,838 | $560.9K | 0.02% | −137−1.5% | Reduced |
| First City Capital Management, Inc. | 8,808 | $558.9K | 0.31% | +1,840+26.4% | Added |
| Adirondack Trust Co | 8,801 | $558.4K | 0.23% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 8,782 | $557.3K | 0.44% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 8,700 | $552.1K | 0.11% | −608−6.5% | Reduced |
| Abn Amro Investment Solutions | 8,654 | $549.2K | 0.01% | −11,439−56.9% | Reduced |
| Symmetry Partners, LLC | 8,505 | $540.0K | 0.03% | −5,575−39.6% | Reduced |
| 626 Financial, LLC | 8,498 | $539.3K | 0.31% | +10.0% | Added |
| Exencial Wealth Advisors, LLC | 8,488 | $538.6K | 0.02% | −293−3.3% | Reduced |
| Powell Investment Advisors, LLC | 8,469 | $537.4K | 0.28% | +450+5.6% | Added |
| AdvisorNet Financial, Inc | 8,450 | $536.2K | 0.05% | +413+5.1% | Added |