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 |
|---|---|---|---|---|---|
| City State Bank | 2,544 | $161.4K | 0.07% | −13−0.5% | Reduced |
| Covestor Ltd | 2,498 | $159.0K | 0.10% | −558−18.3% | Reduced |
| Main Street Group, LTD | 2,502 | $158.7K | 0.07% | −1,145−31.4% | Reduced |
| Grove Bank & Trust | 2,394 | $151.9K | 0.02% | +400+20.1% | Added |
| JFS Wealth Advisors, LLC | 2,309 | $146.5K | 0.01% | +45+2.0% | Added |
| Redwood Wealth Management Group, LLC | 2,285 | $145.0K | 0.11% | +2,285 | New |
| Belmont Capital, LLC | 2,282 | $144.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,241 | $142.2K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,235 | $141.8K | 0.10% | +50+2.3% | Added |
| Harbor Investment Advisory, LLC | 2,191 | $139.0K | 0.01% | +1,049+91.9% | Added |
| Y.D. More Investments Ltd | 2,179 | $138.1K | 0.01% | +1,011+86.6% | Added |
| Duncker Streett & Co Inc | 2,160 | $137.1K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,125 | $134.9K | 0.05% | −8−0.4% | Reduced |
| Anchor Investment Management, LLC | 2,056 | $130.5K | 0.01% | −249−10.8% | Reduced |
| Family Firm, Inc. | 2,044 | $129.7K | 0.03% | +2,044 | New |
| Vista Private Wealth Partners. LLC | 2,029 | $128.7K | 0.05% | +2,029 | New |
| ORG Partners LLC | 2,017 | $128.0K | 0.02% | +2,017 | New |
| Addison Advisors LLC | 1,976 | $125.4K | 0.04% | +124+6.7% | Added |
| West Branch Capital LLC | 1,969 | $124.9K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,913 | $121.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,890 | $119.9K | 0.03% | −9−0.5% | Reduced |
| Venturi Wealth Management, LLC | 1,873 | $118.8K | 0.01% | +852+83.4% | Added |
| Activest Wealth Management | 1,869 | $118.6K | 0.04% | −1,380−42.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,816 | $115.3K | 0.04% | −302−14.3% | Reduced |
| Washington Trust Co | 1,805 | $114.5K | 0.00% | −54−2.9% | Reduced |
| Central Trust Co | 1,782 | $113.1K | 0.00% | −1,031−36.7% | Reduced |
| St Germain D J Co Inc | 1,763 | $111.9K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,725 | $109.4K | 0.04% | +9+0.5% | Added |
| Acropolis Investment Management, LLC | 1,721 | $109.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,710 | $108.6K | 0.03% | +1,710 | New |
| Sittner & Nelson, LLC | 1,708 | $108.4K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,704 | $108.1K | 0.00% | +106+6.6% | Added |
| CKW Financial Group | 1,700 | $108.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,674 | $106.3K | 0.06% | −289−14.7% | Reduced |
| Quarry LP | 1,674 | $106.2K | 0.04% | +1,631+3,793.0% | Added |
| Avion Wealth | 1,679 | $106.0K | 0.03% | −32−1.9% | Reduced |
| Trust Co | 1,637 | $103.9K | 0.01% | −118−6.7% | Reduced |
| PFS Partners, LLC | 1,629 | $103.4K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,625 | $103.1K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $101.5K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,590 | $100.9K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,587 | $100.7K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $98.4K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,509 | $95.8K | 0.07% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,500 | $95.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,487 | $94.4K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,455 | $92.3K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,434 | $91.0K | 0.00% | −1,254−46.7% | Reduced |
| Bell Investment Advisors, Inc | 1,409 | $89.4K | 0.02% | +134+10.5% | Added |
| Founders Capital Management | 1,400 | $88.8K | 0.06% | −454−24.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,400 | $88.8K | 0.07% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,348 | $85.5K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 1,324 | $84.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,319 | $83.7K | 0.02% | +3+0.2% | Added |
| Montag A & Associates Inc | 1,303 | $82.7K | 0.00% | −1−0.1% | Reduced |
| Peoples Financial Services Corp. | 1,302 | $82.6K | 0.04% | −23−1.7% | Reduced |
| DT Investment Partners, LLC | 1,251 | $79.4K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,250 | $79.3K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,231 | $78.1K | 0.02% | +1,137+1,209.6% | Added |
| Coppell Advisory Solutions LLC | 1,187 | $75.3K | 0.01% | +1,187 | New |
| Heritage Wealth Advisors | 1,172 | $74.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,156 | $73.4K | 0.05% | +1,156 | New |
| Bruce G. Allen Investments, LLC | 1,146 | $72.7K | 0.06% | +90+8.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,137 | $72.0K | 0.02% | +76+7.2% | Added |
| Trust Co of Vermont | 1,123 | $71.3K | 0.00% | +135+13.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $70.3K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,100 | $69.8K | 0.32% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,093 | $69.4K | 0.03% | +3+0.3% | Added |
| Ameliora Wealth Management Ltd. | 1,090 | $69.2K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,080 | $68.5K | 0.04% | +108+11.1% | Added |
| Pacifica Partners Inc. | 1,028 | $66.2K | 0.03% | +133+14.9% | Added |
| EMC Capital Management | 1,000 | $64.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,001 | $64.0K | 0.00% | +212+26.9% | Added |
| Central Pacific Bank - Trust Division | 1,000 | $63.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $63.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $63.5K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $63.5K | 0.03% | +1,000 | New |
| Ofi Invest Asset Management | 1,068 | $63.2K | 0.00% | +363+51.5% | Added |
| Fairscale Capital, LLC | 937 | $63.0K | 0.06% | +937 | New |
| Colonial Trust Co | 985 | $62.5K | 0.01% | +226+29.8% | Added |
| Sachetta, LLC | 914 | $60.2K | 0.03% | +97+11.9% | Added |
| Cape Investment Advisory, Inc. | 948 | $60.2K | 0.03% | −330−25.8% | Reduced |
| Bollard Group LLC | 932 | $59.0K | 0.00% | +6+0.6% | Added |
| Castleview Partners, LLC | 925 | $58.7K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 906 | $57.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $57.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 900 | $57.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 897 | $57.0K | 0.01% | −10−1.1% | Reduced |
| Kozak & Associates, Inc. | 876 | $56.5K | 0.01% | +7+0.8% | Added |
| JCIC Asset Management Inc. | 845 | $53.6K | 0.02% | −435−34.0% | Reduced |
| First Community Trust NA | 845 | $53.6K | 0.05% | +525+164.1% | Added |
| TSFG, LLC | 829 | $53.0K | 0.01% | +3+0.4% | Added |
| REAP Financial Group, LLC | 817 | $51.9K | 0.01% | −17−2.0% | Reduced |
| Riverview Trust Co | 798 | $50.6K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 789 | $50.0K | 0.01% | −11−1.4% | Reduced |
| Front Row Advisors LLC | 779 | $49.4K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 774 | $49.1K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 766 | $48.6K | 0.01% | −41−5.1% | Reduced |