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 |
|---|---|---|---|---|---|
| Vicus Capital | 6,323 | $401.2K | 0.04% | +1,038+19.6% | Added |
| Gradient Investments LLC | 6,309 | $400.4K | 0.01% | +848+15.5% | Added |
| Brookstone Capital Management | 5,904 | $399.2K | 0.01% | −2,356−28.5% | Reduced |
| Capital Investment Advisory Services, LLC | 6,272 | $398.0K | 0.04% | +577+10.1% | Added |
| Banque Pictet & Cie SA | 6,240 | $396.0K | 0.00% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 6,230 | $395.0K | 0.36% | +6,230 | New |
| Field & Main Bank | 6,213 | $394.2K | 0.15% | −75−1.2% | Reduced |
| Insight Advisors, LLC | 6,209 | $394.0K | 0.07% | −187−2.9% | Reduced |
| Intellectus Partners, LLC | 6,206 | $393.8K | 0.11% | −4,050−39.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,161 | $391.0K | 0.01% | – | – |
| Brown, Lisle/Cummings, Inc. | 6,160 | $390.9K | 0.13% | −100−1.6% | Reduced |
| Fortis Advisors, LLC | 6,150 | $390.3K | 0.28% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6,138 | $390.0K | 0.00% | −171−2.7% | Reduced |
| LVZ Advisors, Inc. | 6,128 | $388.9K | 0.05% | +4+0.1% | Added |
| Denali Advisors LLC | 6,100 | $387.1K | 0.11% | +6,100 | New |
| Wealth Alliance | 6,099 | $387.0K | 0.05% | +56+0.9% | Added |
| Montecito Bank & Trust | 6,096 | $386.9K | 0.08% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,082 | $385.9K | 0.09% | +60+1.0% | Added |
| Founders Financial Alliance, LLC | 6,080 | $385.8K | 0.11% | −472−7.2% | Reduced |
| Avidian Wealth Solutions, LLC | 6,080 | $385.8K | 0.02% | +709+13.2% | Added |
| Harbour Investments, Inc. | 6,079 | $385.7K | 0.01% | +650+12.0% | Added |
| Financial Advocates Investment Management | 6,067 | $385.0K | 0.02% | +718+13.4% | Added |
| One Wealth Advisors, LLC | 6,591 | $384.9K | 0.08% | −3,254−33.1% | Reduced |
| Continuum Advisory, LLC | 6,059 | $384.5K | 0.06% | +149+2.5% | Added |
| Perennial Investment Advisors, LLC | 6,054 | $384.2K | 0.06% | −31−0.5% | Reduced |
| Good Life Advisors, LLC | 6,033 | $382.8K | 0.03% | +754+14.3% | Added |
| Northern Financial Advisors Inc | 6,028 | $382.5K | 0.31% | +28+0.5% | Added |
| SevenBridge Financial Group, LLC | 6,759 | $382.3K | 0.08% | −93−1.4% | Reduced |
| Altfest L J & Co Inc | 6,013 | $382.0K | 0.05% | −241−3.9% | Reduced |
| PDS Planning, Inc | 6,007 | $381.2K | 0.04% | +680+12.8% | Added |
| Gries Financial LLC | 6,000 | $380.8K | 0.08% | +176+3.0% | Added |
| Calton & Associates, Inc. | 5,992 | $380.3K | 0.19% | −624−9.4% | Reduced |
| Allstate Corp | 5,972 | $379.0K | 0.03% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,945 | $377.3K | 0.01% | −1,905−24.3% | Reduced |
| Hoylecohen, LLC | 5,934 | $376.6K | 0.03% | −456−7.1% | Reduced |
| Cromwell Holdings LLC | 5,927 | $376.1K | 0.23% | +5,927 | New |
| Evercore Wealth Management, LLC | 5,915 | $375.4K | 0.01% | +1,419+31.6% | Added |
| Black Swift Group, LLC | 5,915 | $375.4K | 0.09% | +5,915 | New |
| NTV Asset Management LLC | 5,907 | $374.9K | 0.05% | +125+2.2% | Added |
| Rakuten Securities, Inc. | 5,899 | $374.4K | 0.16% | +749+14.5% | Added |
| Main Street Research LLC | 5,888 | $373.7K | 0.02% | −2,709−31.5% | Reduced |
| Blueprint Investment Partners LLC | 5,886 | $373.5K | 0.08% | +1,090+22.7% | Added |
| Cohen & Steers, Inc. | 5,871 | $373.0K | 0.00% | −113−1.9% | Reduced |
| Jeppson Wealth Management, LLC | 5,867 | $372.3K | 0.14% | +28+0.5% | Added |
| Bokf, NA | 5,858 | $371.7K | 0.01% | −861−12.8% | Reduced |
| Intelligence Driven Advisers, LLC | 5,835 | $370.3K | 0.05% | −95−1.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,827 | $369.8K | 0.21% | +5,827 | New |
| Sym Financial Corp | 5,805 | $368.4K | 0.06% | +5,805 | New |
| Compagnie Lombard Odier SCmA | 5,803 | $368.3K | 0.01% | +250+4.5% | Added |
| Oldfield Partners LLP | 5,800 | $368.1K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,765 | $365.8K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,723 | $363.0K | 0.03% | −1,672−22.6% | Reduced |
| IFG Advisors, LLC | 5,713 | $362.6K | 0.09% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,700 | $362.0K | 0.02% | −1,187−17.2% | Reduced |
| Northwest Bancshares, Inc. | 5,677 | $360.3K | 0.06% | −317−5.3% | Reduced |
| NBC Securities, Inc. | 5,683 | $360.0K | 0.03% | −10.0% | Reduced |
| IPG Investment Advisors LLC | 5,662 | $359.3K | 0.08% | −450−7.4% | Reduced |
| SpiderRock Advisors, LLC | 5,651 | $358.7K | 0.01% | −180−3.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,073 | $356.8K | 0.19% | −30.0% | Reduced |
| Mather Group, LLC. | 5,622 | $355.5K | 0.00% | +2,639+88.5% | Added |
| Quent Capital, LLC | 5,593 | $354.9K | 0.04% | +57+1.0% | Added |
| TTP Investments, Inc. | 5,581 | $354.1K | 0.13% | +5,581 | New |
| Quotient Wealth Partners, LLC | 5,552 | $352.3K | 0.01% | +1,048+23.3% | Added |
| Transamerica Financial Advisors, Inc. | 5,545 | $352.0K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,543 | $351.8K | 0.02% | +254+4.8% | Added |
| MONECO Advisors, LLC | 5,542 | $351.7K | 0.05% | +157+2.9% | Added |
| Mission Wealth Management, LP | 5,530 | $350.9K | 0.01% | +925+20.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,525 | $350.6K | 0.14% | −8,319−60.1% | Reduced |
| Gateway Advisory, LLC | 5,500 | $349.0K | 0.06% | +68+1.3% | Added |
| Emfo, LLC | 5,500 | $349.0K | 0.31% | +5,500 | New |
| Nwam LLC | 5,486 | $348.2K | 0.10% | +805+17.2% | Added |
| Marcum Wealth, LLC | 5,461 | $346.5K | 0.03% | +28+0.5% | Added |
| SJS Investment Consulting Inc. | 5,433 | $344.8K | 0.07% | −106−1.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,432 | $344.7K | 0.02% | +3+0.1% | Added |
| FNY Investment Advisers, LLC | 5,435 | $344.0K | 0.23% | +335+6.6% | Added |
| Sound View Wealth Advisors Group, LLC | 5,374 | $341.1K | 0.04% | +60+1.1% | Added |
| SYSTM Wealth Solutions LLC | 5,372 | $340.9K | 0.08% | −21,640−80.1% | Reduced |
| D'Orazio & Associates, Inc. | 5,350 | $339.5K | 0.05% | +1,455+37.4% | Added |
| Wesbanco Bank Inc | 5,349 | $339.4K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 5,347 | $339.3K | 0.04% | −248−4.4% | Reduced |
| McAdam, LLC | 5,326 | $338.0K | 0.02% | +5,326 | New |
| Eads & Heald Wealth Management | 5,326 | $338.0K | 0.16% | −527−9.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,270 | $334.4K | 0.06% | +170+3.3% | Added |
| Everpar Advisors LLC | 5,256 | $333.5K | 0.17% | +180+3.5% | Added |
| Callan Capital, LLC | 5,241 | $332.6K | 0.03% | +431+9.0% | Added |
| Integrated Investment Consultants, LLC | 5,225 | $330.4K | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,202 | $330.1K | 0.07% | −205−3.8% | Reduced |
| RBF Capital, LLC | 5,200 | $330.0K | 0.02% | −3,300−38.8% | Reduced |
| Flputnam Investment Management Co | 5,198 | $329.9K | 0.01% | −3,167−37.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $329.7K | 0.13% | −150−2.9% | Reduced |
| Gilbert & Cook, Inc. | 5,194 | $329.6K | 0.05% | −473−8.3% | Reduced |
| ASB Consultores, LLC | 5,184 | $329.0K | 0.12% | −3,132−37.7% | Reduced |
| Prosperity Consulting Group, LLC | 5,174 | $328.3K | 0.04% | −1,057−17.0% | Reduced |
| Goldstone Financial Group, LLC | 5,173 | $328.3K | 0.07% | −457−8.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,173 | $328.2K | 0.11% | −946−15.5% | Reduced |
| First Citizens Bank & Trust Co | 5,172 | $328.2K | 0.01% | +1,741+50.7% | Added |
| Hancock Whitney Corp | 5,162 | $327.6K | 0.01% | −47−0.9% | Reduced |
| Cedrus LLC | 5,146 | $326.6K | 0.16% | +702+15.8% | Added |
| Pingora Partners LLC | 5,130 | $325.6K | 0.23% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 5,111 | $324.3K | 0.20% | +115+2.3% | Added |