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 |
|---|---|---|---|---|---|
| Integrity Financial Corp | 5,105 | $324.0K | 0.20% | −378−6.9% | Reduced |
| Alta Advisers Ltd | 5,100 | $323.6K | 0.16% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,100 | $323.6K | 0.14% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 5,091 | $323.1K | 0.11% | +3+0.1% | Added |
| Principal Street Partners, LLC | 5,076 | $322.1K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,068 | $321.6K | 0.12% | +238+4.9% | Added |
| LifePro Asset Management | 5,054 | $320.7K | 0.23% | −781−13.4% | Reduced |
| Main Street Financial Solutions, LLC | 5,022 | $318.7K | 0.03% | +76+1.5% | Added |
| LRI Investments, LLC | 5,019 | $318.5K | 0.04% | +3,054+155.4% | Added |
| Harbor Advisors LLC | 5,000 | $317.3K | 0.06% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,999 | $317.2K | 0.08% | −5,289−51.4% | Reduced |
| Advisory Alpha, LLC | 4,974 | $315.7K | 0.01% | −271−5.2% | Reduced |
| Onefund, LLC | 4,974 | $315.6K | 0.34% | +76+1.6% | Added |
| Ambassador Advisors, LLC | 4,971 | $315.4K | 0.06% | −12−0.2% | Reduced |
| NVWM, LLC | 4,969 | $315.3K | 0.08% | +4,950+26,052.6% | Added |
| Woodward Diversified Capital, LLC | 4,968 | $315.3K | 0.18% | +168+3.5% | Added |
| Ethos Financial Group, LLC | 4,958 | $315.0K | 0.06% | −32−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,957 | $314.6K | 0.04% | +662+15.4% | Added |
| Court Place Advisors, LLC | 4,943 | $313.7K | 0.10% | +4,943 | New |
| Berkeley Capital Partners, LLC | 4,938 | $313.4K | 0.09% | +413+9.1% | Added |
| Samalin Investment Counsel, LLC | 4,924 | $312.5K | 0.15% | +317+6.9% | Added |
| SRS Capital Advisors, Inc. | 4,918 | $312.1K | 0.03% | +2,467+100.7% | Added |
| BOS Asset Management, LLC | 4,914 | $311.9K | 0.14% | −281−5.4% | Reduced |
| Clear Street Markets LLC | 4,900 | $311.0K | 0.12% | +1,800+58.1% | Added |
| Accel Wealth Management | 4,890 | $310.3K | 0.12% | −29−0.6% | Reduced |
| Keystone Financial Group | 4,885 | $310.0K | 0.11% | −53−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 4,875 | $309.4K | 0.09% | +13+0.3% | Added |
| San Luis Wealth Advisors LLC | 4,870 | $309.0K | 0.07% | +4,870 | New |
| Anchor Capital Advisors LLC | 4,840 | $307.1K | 0.01% | −895−15.6% | Reduced |
| Paulson Wealth Management Inc. | 4,835 | $306.8K | 0.09% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 4,823 | $306.1K | 0.23% | +4,823 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,847 | $306.0K | 0.01% | +1,041+27.4% | Added |
| Flynn Zito Capital Management, LLC | 4,817 | $305.7K | 0.16% | −728−13.1% | Reduced |
| Brass Tax Wealth Management, Inc | 4,814 | $305.5K | 0.06% | +4,814 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 4,812 | $305.4K | 0.09% | −377−7.3% | Reduced |
| Sightline Wealth Advisors, LLC | 4,810 | $305.2K | 0.19% | +33+0.7% | Added |
| EPG Wealth Management LLC | 0 | $305.2K | 0.07% | −4,838−100.0% | Reduced |
| Gryphon Financial Partners LLC | 4,808 | $305.1K | 0.05% | +473+10.9% | Added |
| Zullo Investment Group, Inc. | 4,791 | $304.1K | 0.13% | +94+2.0% | Added |
| FinTrust Capital Advisors, LLC | 4,788 | $303.8K | 0.06% | +263+5.8% | Added |
| MidWestOne Financial Group, Inc. | 4,731 | $300.2K | 0.05% | +50+1.1% | Added |
| Associated Banc-Corp | 4,708 | $298.8K | 0.01% | +243+5.4% | Added |
| Essex Savings Bank | 4,683 | $297.1K | 0.08% | −46−1.0% | Reduced |
| FDx Advisors, Inc. | 4,588 | $291.0K | 0.08% | −1,553−25.3% | Reduced |
| Magnus Financial Group LLC | 4,582 | $290.8K | 0.03% | −156−3.3% | Reduced |
| Larson Financial Group LLC | 4,576 | $290.4K | 0.02% | +1,907+71.4% | Added |
| Childress Capital Advisors, LLC | 4,573 | $290.2K | 0.08% | +110+2.5% | Added |
| TBH Global Asset Management, LLC | 4,534 | $287.7K | 0.06% | −42−0.9% | Reduced |
| Richwood Investment Advisors, LLC | 4,507 | $286.0K | 0.25% | +80+1.8% | Added |
| Tradewinds, LLC. | 4,507 | $286.0K | 0.09% | +4,507 | New |
| O'Rourke & Company, Inc | 4,514 | $286.0K | 0.16% | +6+0.1% | Added |
| Sage Mountain Advisors LLC | 4,501 | $285.6K | 0.03% | +1,181+35.6% | Added |
| CTC Alternative Strategies, Ltd. | 4,500 | $285.6K | 0.12% | +4,500 | New |
| Gs Investments, Inc. | 4,499 | $285.5K | 0.13% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 4,490 | $284.9K | 0.16% | +773+20.8% | Added |
| Avantax Planning Partners, Inc. | 4,469 | $283.6K | 0.01% | −59−1.3% | Reduced |
| Prentice Wealth Management LLC | 4,460 | $283.0K | 0.09% | −89−2.0% | Reduced |
| Trueblood Wealth Management, LLC | 4,458 | $282.9K | 0.16% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,456 | $282.8K | 0.05% | −193−4.2% | Reduced |
| Opal Wealth Advisors, LLC | 4,445 | $282.1K | 0.09% | +4,445 | New |
| Tarbox Family Office, Inc. | 4,432 | $281.3K | 0.05% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 4,432 | $281.3K | 0.21% | +10.0% | Added |
| Duff & Phelps Investment Management Co | 4,393 | $278.8K | 0.00% | −17,689−80.1% | Reduced |
| Catalyst Financial Partners LLC | 4,392 | $278.7K | 0.06% | −51−1.1% | Reduced |
| X-Square Capital, LLC | 4,388 | $278.0K | 0.13% | −64−1.4% | Reduced |
| Orca Investment Management, LLC | 4,372 | $277.4K | 0.26% | −21−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 4,507 | $277.4K | 0.03% | −656−12.7% | Reduced |
| Old North State Trust, LLC | 4,361 | $277.0K | 0.24% | +297+7.3% | Added |
| Searle & Co. | 4,339 | $275.4K | 0.06% | +4,339 | New |
| Crewe Advisors LLC | 4,325 | $274.5K | 0.03% | +1,287+42.4% | Added |
| Gray Wealth Management Inc. | 4,322 | $274.3K | 0.12% | +168+4.0% | Added |
| Applied Capital LLC | 4,304 | $273.1K | 0.24% | +10+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,286 | $272.0K | 0.01% | 00.0% | Unchanged |
| Hyman Charles D | 4,274 | $271.0K | 0.02% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 4,256 | $270.1K | 0.16% | −8,851−67.5% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $268.9K | 0.01% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 4,230 | $268.4K | 0.11% | +4,230 | New |
| Parcion Private Wealth LLC | 4,228 | $268.3K | 0.02% | +134+3.3% | Added |
| Skopos Labs, Inc. | 4,213 | $267.4K | 0.12% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4,185 | $265.6K | 0.07% | +4,185 | New |
| Fortune Financial Advisors, LLC | 4,180 | $265.2K | 0.16% | −662−13.7% | Reduced |
| Raleigh Capital Management Inc. | 4,164 | $264.2K | 0.11% | −300−6.7% | Reduced |
| Navis Wealth Advisors, LLC | 4,111 | $260.9K | 0.30% | −11−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,100 | $260.2K | 0.07% | +4,100 | New |
| CFM Wealth Partners LLC | 4,099 | $260.1K | 0.05% | −800−16.3% | Reduced |
| Asset Allocation Strategies LLC | 4,096 | $259.9K | 0.09% | −379−8.5% | Reduced |
| DecisionPoint Financial, LLC | 4,000 | $259.5K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,089 | $259.5K | 0.05% | +182+4.7% | Added |
| Sierra Summit Advisors LLC | 4,080 | $258.9K | 0.06% | −1,180−22.4% | Reduced |
| Edge Capital Group, LLC | 4,068 | $258.2K | 0.01% | +34+0.8% | Added |
| William B. Walkup & Associates, Inc. | 4,067 | $258.1K | 0.17% | +4,067 | New |
| Capital Advisors Inc | 4,061 | $257.7K | 0.01% | +168+4.3% | Added |
| Leuthold Group, LLC | 4,034 | $256.0K | 0.03% | −58−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 4,028 | $255.6K | 0.11% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,009 | $254.4K | 0.19% | +211+5.6% | Added |
| Argonautica Private Wealth Management, Inc | 4,009 | $254.4K | 0.09% | +4,009 | New |
| Relative Value Partners Group, LLC | 4,006 | $254.0K | 0.03% | −12,868−76.3% | Reduced |
| Lake Street Financial LLC | 4,006 | $254.0K | 0.03% | +18+0.5% | Added |
| Roble, Belko & Company, Inc | 4,000 | $254.0K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 3,997 | $253.7K | 0.07% | +3,997 | New |