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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 3,989 | $253.1K | 0.01% | +3,989 | New |
| Catalina Capital Group, LLC | 3,981 | $252.6K | 0.10% | −21−0.5% | Reduced |
| Wealthspire Advisors, LLC | 3,977 | $252.4K | 0.00% | +457+13.0% | Added |
| 1858 Wealth Management, LLC | 3,968 | $251.8K | 0.21% | +3,968 | New |
| Beaumont Financial Advisors, LLC | 3,934 | $249.7K | 0.02% | +122+3.2% | Added |
| Epoch Investment Partners, Inc. | 3,913 | $248.3K | 0.00% | +506+14.9% | Added |
| Rosenberg Matthew Hamilton | 3,901 | $247.4K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,892 | $247.0K | 0.13% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,887 | $246.7K | 0.03% | +374+10.6% | Added |
| Norway Savings Bank | 3,885 | $246.5K | 0.14% | −120−3.0% | Reduced |
| NFP Retirement, Inc. | 3,864 | $245.2K | 0.02% | +27+0.7% | Added |
| Wealth Quarterback LLC | 3,860 | $244.9K | 0.14% | −10,259−72.7% | Reduced |
| ELCO Management Co., LLC | 3,840 | $243.7K | 0.14% | +3,840 | New |
| Requisite Capital Management, LLC | 3,836 | $243.4K | 0.06% | −900−19.0% | Reduced |
| Tobam | 3,837 | $243.0K | 0.04% | −7,176−65.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,824 | $242.7K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,795 | $240.8K | 0.02% | 00.0% | Unchanged |
| Tamar Securities, LLC | 3,794 | $240.8K | 0.04% | +3,794 | New |
| DCM Advisors, LLC | 3,792 | $240.6K | 0.13% | −2,290−37.7% | Reduced |
| Change Path, LLC | 3,789 | $240.0K | 0.01% | −7,596−66.7% | Reduced |
| Guardian Wealth Advisors, LLC | 3,733 | $236.9K | 0.03% | −655−14.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,722 | $236.2K | 0.02% | −1,074−22.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,713 | $235.6K | 0.01% | +131+3.7% | Added |
| Juncture Wealth Strategies, LLC | 3,698 | $234.7K | 0.10% | +3,698 | New |
| Pacific Center for Financial Services | 3,695 | $234.5K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 3,693 | $234.4K | 0.06% | +182+5.2% | Added |
| First National Bank of Omaha | 3,682 | $233.7K | 0.02% | +575+18.5% | Added |
| Aspen Wealth Strategies, LLC | 3,446 | $233.0K | 0.16% | +3,446 | New |
| EntryPoint Capital, LLC | 3,661 | $232.3K | 0.11% | +3,661 | New |
| Zions Bancorporation, N.A. | 3,658 | $232.1K | 0.02% | −704−16.1% | Reduced |
| Alera Investment Advisors, LLC | 3,657 | $232.1K | 0.03% | +3,657 | New |
| Connecticut Wealth Management, LLC | 3,647 | $231.4K | 0.01% | −438−10.7% | Reduced |
| Winthrop Advisory Group LLC | 3,645 | $231.3K | 0.03% | +3,645 | New |
| Successful Portfolios LLC | 3,640 | $231.0K | 0.16% | −403−10.0% | Reduced |
| Napatree Capital LLC | 3,639 | $230.9K | 0.19% | −45−1.2% | Reduced |
| Peoples Bank | 3,635 | $230.7K | 0.12% | 00.0% | Unchanged |
| David Loasby | 3,433 | $229.9K | 0.02% | +75+2.2% | Added |
| Gables Capital Management Inc. | 3,600 | $228.5K | 0.12% | +400+12.5% | Added |
| Symphony Financial, Ltd. Co. | 3,674 | $228.0K | 0.04% | +3,674 | New |
| Whitener Capital Management, Inc. | 3,587 | $227.7K | 0.07% | +288+8.7% | Added |
| Peregrine Asset Advisers, Inc. | 3,586 | $227.6K | 0.09% | +3,586 | New |
| Allied Investment Advisors, LLC | 3,585 | $227.5K | 0.05% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,570 | $226.6K | 0.13% | −679−16.0% | Reduced |
| Bahl & Gaynor Inc | 3,565 | $226.2K | 0.00% | −19−0.5% | Reduced |
| VisionPoint Advisory Group, LLC | 3,564 | $226.2K | 0.08% | +3,559+71,180.0% | Added |
| Lee Danner & Bass Inc | 3,563 | $226.0K | 0.02% | +3,563 | New |
| United Community Bank | 3,560 | $225.9K | 0.09% | −738−17.2% | Reduced |
| Blue Barn Wealth, LLC | 3,560 | $225.9K | 0.13% | −523−12.8% | Reduced |
| State of Wyoming | 3,559 | $225.9K | 0.04% | +2,824+384.2% | Added |
| TRUE Private Wealth Advisors | 3,552 | $225.4K | 0.03% | +247+7.5% | Added |
| Optas, LLC | 3,531 | $224.1K | 0.06% | +3,531 | New |
| Lansing Street Advisors | 3,527 | $223.8K | 0.09% | +117+3.4% | Added |
| Wayfinding Financial, LLC | 3,514 | $223.0K | 0.13% | −133−3.6% | Reduced |
| Baxter Bros Inc | 3,510 | $222.7K | 0.03% | −554−13.6% | Reduced |
| RDA Financial Network | 3,507 | $222.6K | 0.07% | +237+7.2% | Added |
| BancorpSouth Bank | 3,504 | $222.4K | 0.02% | +161+4.8% | Added |
| Auto-Owners Insurance Co | 3,500 | $222.1K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 3,496 | $221.9K | 0.64% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,491 | $221.6K | 0.08% | +24+0.7% | Added |
| Buckley Wealth Management, LLC | 3,452 | $219.1K | 0.07% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 3,432 | $217.8K | 0.07% | +27+0.8% | Added |
| Waller Financial Planning Group, Inc | 3,424 | $217.3K | 0.06% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 3,423 | $217.2K | 0.17% | +3,423 | New |
| Addison Capital Co | 3,413 | $216.6K | 0.09% | +3,413 | New |
| Garrison Point Advisors, LLC | 3,403 | $215.9K | 0.14% | −7−0.2% | Reduced |
| IVC Wealth Advisors LLC | 3,390 | $215.1K | 0.12% | −8−0.2% | Reduced |
| Valley Brook Capital Group | 3,384 | $214.7K | 0.17% | −100−2.9% | Reduced |
| Caldwell Trust Co | 3,358 | $213.1K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 3,331 | $211.4K | 0.10% | +10.0% | Added |
| Corundum Trust Company, INC | 3,315 | $210.4K | 0.61% | +3,315 | New |
| Vista Wealth Management Group, LLC | 3,310 | $210.1K | 0.02% | +3,310 | New |
| Keeley-Teton Advisors, LLC | 3,300 | $209.4K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,300 | $209.4K | 0.01% | +469+16.6% | Added |
| Financial Counselors Inc | 3,296 | $209.2K | 0.00% | +3,296 | New |
| Rappaport Reiches Capital Management, LLC | 3,289 | $208.7K | 0.06% | +3,289 | New |
| Embree Financial Group | 3,278 | $208.0K | 0.04% | −10.0% | Reduced |
| Apexium Financial, LP | 3,267 | $207.3K | 0.01% | +37+1.1% | Added |
| Calamos Wealth Management LLC | 3,248 | $206.1K | 0.01% | −424−11.5% | Reduced |
| Frisch Financial Group, Inc. | 3,253 | $206.0K | 0.06% | +19+0.6% | Added |
| Klingman & Associates, LLC | 3,241 | $205.7K | 0.01% | +3,241 | New |
| Millennium Capital Advisors, LLC | 3,214 | $204.0K | 0.14% | −25−0.8% | Reduced |
| Legacy Edge Advisors, LLC | 3,208 | $203.6K | 0.04% | +3,208 | New |
| Aire Advisors, LLC | 3,206 | $203.4K | 0.05% | +10.0% | Added |
| New Covenant Trust Company, N.A. | 3,122 | $203.4K | 0.23% | −156−4.8% | Reduced |
| Signature Wealth Management Partners, LLC | 3,200 | $203.1K | 0.15% | +3,200 | New |
| BLB&B Advisors, LLC | 3,198 | $202.9K | 0.01% | +3,198 | New |
| Aspen Investment Management Inc | 3,189 | $202.0K | 0.10% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 3,173 | $201.4K | 0.03% | +3,173 | New |
| Peoples Bank | 3,090 | $196.1K | 0.15% | −2,280−42.5% | Reduced |
| Nemes Rush Group LLC | 3,039 | $192.8K | 0.03% | −9−0.3% | Reduced |
| Oakworth Capital, Inc. | 3,012 | $191.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $190.4K | 0.05% | −800−21.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,980 | $189.1K | 0.06% | −150−4.8% | Reduced |
| Silvant Capital Management LLC | 2,906 | $184.4K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 2,867 | $182.0K | 0.01% | +125+4.6% | Added |
| MV Capital Management, Inc. | 2,836 | $180.0K | 0.02% | +44+1.6% | Added |
| Wunderlich Capital Managemnt | 2,833 | $179.8K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,625 | $166.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,620 | $166.3K | 0.00% | +463+21.5% | Added |
| Hanson & Doremus Investment Management | 2,572 | $163.0K | 0.03% | 00.0% | Unchanged |