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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 731 | $46.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 731 | $46.4K | 0.01% | +417+132.8% | Added |
| Archer Investment Corp | 729 | $46.3K | 0.01% | +1+0.1% | Added |
| Valley National Advisers Inc | 729 | $46.0K | 0.01% | +10+1.4% | Added |
| Hartford Financial Management Inc. | 721 | $45.8K | 0.01% | 00.0% | Unchanged |
| SWS Partners | 707 | $44.9K | 0.01% | +707 | New |
| Toth Financial Advisory Corp | 700 | $44.4K | 0.01% | +1+0.1% | Added |
| Fairway Wealth LLC | 690 | $43.8K | 0.03% | +162+30.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $43.2K | 0.02% | +185+37.4% | Added |
| Frazier Financial Advisors, LLC | 670 | $42.5K | 0.03% | +148+28.4% | Added |
| Gen-Wealth Partners Inc | 650 | $41.2K | 0.02% | −75−10.3% | Reduced |
| Armstrong Advisory Group, Inc | 643 | $40.8K | 0.00% | +432+204.7% | Added |
| CNB Bank | 614 | $39.0K | 0.02% | −96−13.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 599 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $37.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 589 | $37.3K | 0.06% | −92−13.5% | Reduced |
| AlphaMark Advisors, LLC | 578 | $37.0K | 0.01% | −300−34.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 581 | $36.9K | 0.01% | +190+48.6% | Added |
| Park Place Capital Corp | 576 | $36.6K | 0.01% | −62−9.7% | Reduced |
| Hoey Investments, Inc | 575 | $36.5K | 0.01% | +500+666.7% | Added |
| Capital Advisors, Ltd. LLC | 572 | $36.0K | 0.00% | +276+93.2% | Added |
| SWAN Capital LLC | 558 | $35.4K | 0.02% | +558 | New |
| Centennial Bank | 548 | $34.8K | 0.02% | +73+15.4% | Added |
| Financial Perspectives, Inc | 546 | $34.6K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 542 | $34.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 523 | $33.2K | 0.01% | −400−43.3% | Reduced |
| Meeder Asset Management Inc | 510 | $32.4K | 0.00% | −3,738−88.0% | Reduced |
| Triad Wealth Partners, LLC | 504 | $32.0K | 0.02% | +504 | New |
| Horrell Capital Management, Inc. | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $31.9K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $31.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 491 | $31.2K | 0.01% | +90+22.4% | Added |
| City Holding Co | 490 | $31.1K | 0.00% | −10−2.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 481 | $30.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 470 | $30.5K | 0.01% | +470 | New |
| Coston, McIsaac & Partners | 466 | $29.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 440 | $27.9K | 0.01% | −20−4.3% | Reduced |
| Horizons Wealth Management | 424 | $27.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 429 | $27.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 426 | $27.0K | 0.01% | +147+52.7% | Added |
| Smithfield Trust Co | 420 | $27.0K | 0.00% | −92−18.0% | Reduced |
| Avalon Trust Co | 400 | $25.4K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 394 | $25.0K | 0.02% | +394 | New |
| Citizens National Bank Trust Department | 380 | $24.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 375 | $24.0K | 0.01% | +375 | New |
| Laurel Wealth Advisors LLC | 371 | $23.5K | 0.00% | +64+20.8% | Added |
| Cornerstone Planning Group LLC | 411 | $23.1K | 0.01% | −35−7.8% | Reduced |
| Pinnacle Financial Partners Inc | 360 | $22.8K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 357 | $22.7K | 0.00% | +357 | New |
| Salomon & Ludwin, LLC | 355 | $22.5K | 0.00% | −722−67.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 344 | $21.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 343 | $21.8K | 0.00% | +18+5.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 343 | $21.8K | 0.00% | +205+148.6% | Added |
| Indiana Trust & Investment Management CO | 340 | $21.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 339 | $21.5K | 0.01% | +219+182.5% | Added |
| Chesapeake Asset Management LLC | 334 | $21.2K | 0.02% | −295−46.9% | Reduced |
| Financial Management Professionals, Inc. | 327 | $21.0K | 0.00% | +48+17.2% | Added |
| Glass Jacobson Investment Advisors llc | 328 | $20.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 327 | $20.8K | 0.00% | −5−1.5% | Reduced |
| NCP Inc. | 327 | $20.7K | 0.01% | +3+0.9% | Added |
| Abound Wealth Management | 319 | $20.3K | 0.01% | −3−0.9% | Reduced |
| Lynx Investment Advisory | 304 | $19.3K | 0.01% | +304 | New |
| New England Capital Financial Advisors LLC | 304 | $19.3K | 0.01% | +23+8.2% | Added |
| Northwest Capital Management Inc | 295 | $18.7K | 0.01% | −22−6.9% | Reduced |
| Bullock Wealth Management Group | 294 | $18.7K | 0.01% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 290 | $18.4K | 0.00% | +110+61.1% | Added |
| Elequin Capital LP | 290 | $18.4K | 0.00% | +290 | New |
| Atlantic Edge Private Wealth Management, LLC | 274 | $17.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 268 | $17.0K | 0.01% | +25+10.3% | Added |
| Barrett & Company, Inc. | 264 | $16.7K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 251 | $15.9K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 250 | $15.9K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 241 | $15.3K | 0.01% | −3−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 250 | $15.0K | 0.00% | +250 | New |
| Rogco, LP | 236 | $15.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 236 | $15.0K | 0.03% | +230+3,833.3% | Added |
| Clear Point Advisors Inc. | 234 | $14.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 233 | $14.8K | 0.00% | −25−9.7% | Reduced |
| Red Tortoise LLC | 233 | $14.8K | 0.01% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 232 | $14.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 217 | $13.8K | 0.00% | +1+0.5% | Added |
| Private Wealth Management Group, LLC | 213 | $13.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 205 | $13.0K | 0.00% | +35+20.6% | Added |
| Olistico Wealth, LLC | 203 | $12.9K | 0.01% | +203 | New |
| Fairman Group, LLC | 202 | $12.8K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $12.8K | 0.01% | +201 | New |
| Westchester Capital Management, Inc. | 200 | $12.7K | 0.00% | −73−26.7% | Reduced |
| Webster Bank, N. A. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 195 | $12.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 185 | $11.7K | 0.01% | +85+85.0% | Added |
| Kelly Financial Services LLC | 182 | $11.5K | 0.00% | +41+29.1% | Added |
| Syntax Research, Inc. | 179 | $11.4K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 175 | $11.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 171 | $10.9K | 0.00% | −75−30.5% | Reduced |
| Dunhill Financial, LLC | 165 | $10.5K | 0.01% | +4+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 164 | $10.4K | 0.00% | +37+29.1% | Added |
| New Age Alpha Advisors, LLC | 164 | $10.4K | 0.01% | +164 | New |