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 |
|---|---|---|---|---|---|
| Balanced Rock Investment Advisor | 8,372 | $531.3K | 0.45% | −154−1.8% | Reduced |
| Acorn Financial Advisory Services Inc | 8,369 | $531.1K | 0.10% | +43+0.5% | Added |
| Modera Wealth Management, LLC | 8,257 | $524.0K | 0.01% | −655−7.3% | Reduced |
| Ramirez Asset Management, Inc. | 8,235 | $522.6K | 0.11% | +8,235 | New |
| Beta Wealth Group, Inc. | 8,215 | $521.3K | 0.25% | +397+5.1% | Added |
| US Asset Management LLC | 8,206 | $521.0K | 0.47% | −292−3.4% | Reduced |
| Savvy Advisors, Inc. | 8,192 | $519.9K | 0.17% | +857+11.7% | Added |
| Alterna Wealth Management, Inc | 8,190 | $519.7K | 0.46% | −4,629−36.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,175 | $518.8K | 0.01% | −184−2.2% | Reduced |
| Quadrant Capital Group LLC | 8,137 | $516.4K | 0.04% | +549+7.2% | Added |
| Simmons Bank | 8,097 | $513.8K | 0.04% | −104−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,999 | $507.6K | 0.02% | +100+1.3% | Added |
| Bard Financial Services, Inc. | 7,945 | $504.2K | 0.05% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 7,942 | $504.0K | 0.07% | −1,139−12.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,898 | $501.2K | 0.12% | +344+4.6% | Added |
| North Star Investment Management Corp. | 7,885 | $500.4K | 0.04% | +80+1.0% | Added |
| Summit Global Investments | 7,866 | $499.0K | 0.03% | −3,074−28.1% | Reduced |
| Investors Asset Management of Georgia Inc | 7,852 | $498.3K | 0.24% | −500−6.0% | Reduced |
| Massmutual Trust Co FSB | 7,804 | $495.2K | 0.02% | +831+11.9% | Added |
| Parsons Capital Management Inc | 7,766 | $492.8K | 0.03% | −240−3.0% | Reduced |
| Centaurus Financial, Inc. | 7,752 | $492.0K | 0.03% | −10,583−57.7% | Reduced |
| Next Level Private LLC | 7,737 | $491.0K | 0.22% | +51+0.7% | Added |
| Moneta Group Investment Advisors LLC | 7,692 | $488.1K | 0.01% | +317+4.3% | Added |
| Gateway Investment Advisers LLC | 7,688 | $487.9K | 0.01% | −98,091−92.7% | Reduced |
| Catalytic Wealth RIA, LLC | 7,666 | $486.5K | 0.10% | −139−1.8% | Reduced |
| Ridgewood Investments LLC | 7,615 | $483.3K | 0.24% | −561−6.9% | Reduced |
| AlTi Global, Inc. | 7,600 | $482.3K | 0.01% | +111+1.5% | Added |
| BSW Wealth Partners | 7,594 | $481.9K | 0.08% | −44−0.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,591 | $481.7K | 0.25% | 00.0% | Unchanged |
| MCF Advisors LLC | 7,573 | $480.6K | 0.04% | +18+0.2% | Added |
| KCM Investment Advisors LLC | 7,554 | $479.4K | 0.02% | +107+1.4% | Added |
| Cornerstone Wealth Management, LLC | 7,550 | $479.1K | 0.04% | −81−1.1% | Reduced |
| Delta Asset Management LLC | 7,548 | $479.0K | 0.04% | 00.0% | Unchanged |
| Capital Square, LLC | 7,411 | $478.0K | 0.31% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 7,523 | $477.4K | 0.27% | −4,395−36.9% | Reduced |
| Diker Management LLC | 7,509 | $476.5K | 0.40% | +9+0.1% | Added |
| Brighton Jones LLC | 7,500 | $476.0K | 0.02% | −584−7.2% | Reduced |
| Johnson Investment Counsel Inc | 7,500 | $475.9K | 0.01% | −230−3.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,490 | $475.3K | 0.14% | +7,490 | New |
| 9258 Wealth Management, LLC | 7,466 | $473.8K | 0.07% | −236−3.1% | Reduced |
| Marest Capital, LLC | 7,450 | $472.8K | 0.42% | +56+0.8% | Added |
| Opinicus Capital, Inc. | 7,432 | $471.7K | 0.40% | −61−0.8% | Reduced |
| CFO4Life Group, LLC | 7,415 | $470.5K | 0.09% | +44+0.6% | Added |
| Pearl River Capital, LLC | 7,408 | $470.1K | 0.07% | +7,408 | New |
| AlphaStar Capital Management, LLC | 7,336 | $465.5K | 0.04% | +1,744+31.2% | Added |
| Proathlete Wealth Management LLC | 7,329 | $465.1K | 0.22% | +129+1.8% | Added |
| Keel Point, LLC | 7,996 | $464.9K | 0.04% | +2,266+39.5% | Added |
| First National Bank | 7,325 | $464.8K | 0.34% | −314−4.1% | Reduced |
| L2 Asset Management, LLC | 7,310 | $463.9K | 0.14% | +521+7.7% | Added |
| Gibbs Wealth Management | 7,291 | $462.7K | 0.19% | +2,027+38.5% | Added |
| TrinityPoint Wealth, LLC | 7,265 | $461.0K | 0.07% | +113+1.6% | Added |
| MSH Capital Advisors LLC | 7,253 | $460.3K | 0.15% | +504+7.5% | Added |
| Ronald Blue Trust, Inc. | 7,275 | $460.1K | 0.01% | +5,139+240.6% | Added |
| EverSource Wealth Advisors, LLC | 7,078 | $459.2K | 0.03% | +1,441+25.6% | Added |
| Bryn Mawr Trust Co | 7,171 | $455.1K | 0.02% | +75+1.1% | Added |
| Mengis Capital Management, Inc. | 7,134 | $452.7K | 0.09% | −912−11.3% | Reduced |
| Chapin Davis, Inc. | 7,129 | $452.4K | 0.15% | +10.0% | Added |
| Inceptionr LLC | 7,127 | $452.3K | 0.13% | +7,127 | New |
| Running Point Capital Advisors, LLC | 7,117 | $451.6K | 0.19% | −60−0.8% | Reduced |
| Certified Advisory Corp | 7,108 | $451.1K | 0.06% | +257+3.8% | Added |
| Stock Yards Bank & Trust Co | 7,086 | $449.7K | 0.01% | −365−4.9% | Reduced |
| Vanguard Capital Wealth Advisors | 7,087 | $449.7K | 0.30% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 7,058 | $447.9K | 0.09% | +1,420+25.2% | 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 |
| Silverlake Wealth Management LLC | 7,013 | $445.0K | 0.18% | +18+0.3% | Added |
| Atlas Brown,Inc. | 6,997 | $444.0K | 0.16% | −3,378−32.6% | Reduced |
| Wall Street Access Asset Management, LLC | 6,969 | $442.2K | 0.18% | −2,425−25.8% | Reduced |
| CVA Family Office, LLC | 6,967 | $442.1K | 0.08% | +17+0.2% | Added |
| Sterneck Capital Management, LLC | 6,958 | $441.5K | 0.25% | −4,304−38.2% | Reduced |
| Mayflower Financial Advisors, LLC | 6,935 | $440.1K | 0.07% | +109+1.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,916 | $438.9K | 0.06% | +747+12.1% | Added |
| Hayek Kallen Investment Management | 6,883 | $437.0K | 0.16% | +1,166+20.4% | Added |
| Focus Financial Network, Inc. | 6,445 | $435.7K | 0.02% | +36+0.6% | Added |
| Burke & Herbert Bank & Trust Co | 6,860 | $435.3K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 6,851 | $434.7K | 0.44% | −139−2.0% | Reduced |
| Advus Financial Partners, LLC | 6,835 | $433.7K | 0.13% | +188+2.8% | Added |
| Greenfield Savings Bank | 6,830 | $433.4K | 0.22% | −428−5.9% | Reduced |
| Wallace Advisory Group, LLC | 6,799 | $431.5K | 0.31% | +1,756+34.8% | Added |
| Washington Capital Management Inc | 6,785 | $430.6K | 0.36% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 6,769 | $429.6K | 0.22% | +6,769 | New |
| Aurora Private Wealth, Inc. | 6,734 | $427.0K | 0.37% | +33+0.5% | Added |
| Marino, Stram & Associates LLC | 6,723 | $426.7K | 0.10% | +141+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 6,714 | $426.1K | 0.01% | −369−5.2% | Reduced |
| Geneos Wealth Management Inc. | 6,697 | $425.0K | 0.02% | +234+3.6% | Added |
| Fiducient Advisors LLC | 6,682 | $424.0K | 0.06% | +182+2.8% | Added |
| Cowa, LLC | 6,610 | $419.5K | 0.22% | +10+0.2% | Added |
| Prestige Wealth Management Group LLC | 6,586 | $417.9K | 0.09% | +4,770+262.7% | Added |
| Elmwood Wealth Management, Inc. | 6,575 | $417.3K | 0.19% | −325−4.7% | Reduced |
| Cladis Investment Advisory, LLC | 6,511 | $413.2K | 0.30% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 6,508 | $413.0K | 0.07% | −2,000−23.5% | Reduced |
| Shepherd Financial Partners LLC | 6,472 | $410.7K | 0.05% | +7+0.1% | Added |
| Cim Investment Mangement Inc | 6,410 | $406.8K | 0.13% | −38−0.6% | Reduced |
| Elkhorn Partners Limited Partnership | 6,400 | $406.0K | 0.28% | −100−1.5% | Reduced |
| West Family Investments, Inc. | 6,394 | $405.8K | 0.12% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6,391 | $405.6K | 0.01% | +965+17.8% | Added |
| 3Chopt Investment Partners, LLC | 6,391 | $405.6K | 0.12% | +6,391 | New |
| Prelude Capital Management, LLC | 6,346 | $402.7K | 0.03% | +727+12.9% | Added |
| Stablepoint Partners, LLC | 6,249 | $401.8K | 0.08% | +2,500+66.7% | Added |
| Family Legacy, Inc. | 6,330 | $401.7K | 0.14% | 00.0% | Unchanged |