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 | 2,064 | $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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 34,042 | $2.16M | 0.15% | +1,676+5.2% | Added |
| Jefferies Financial Group Inc. | 33,989 | $2.16M | 0.04% | −181,750−84.2% | Reduced |
| Ironwood Investment Management LLC | 33,947 | $2.15M | 1.15% | −2,600−7.1% | Reduced |
| Stonebridge Capital Advisors LLC | 33,936 | $2.15M | 0.19% | −128−0.4% | Reduced |
| Legato Capital Management LLC | 33,713 | $2.14M | 0.29% | −15,448−31.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 33,418 | $2.12M | 0.12% | −4,340−11.5% | Reduced |
| Bank & Trust Co | 33,385 | $2.12M | 1.80% | +33,385 | New |
| Great Valley Advisor Group, Inc. | 33,368 | $2.12M | 0.06% | +282+0.9% | Added |
| United Capital Financial Advisers, LLC | 33,305 | $2.11M | 0.02% | +836+2.6% | Added |
| Versor Investments LP | 33,000 | $2.09M | 0.39% | +33,000 | New |
| Columbus Macro, LLC | 32,722 | $2.09M | 0.81% | −1,464−4.3% | Reduced |
| Inscription Capital, LLC | 32,773 | $2.08M | 0.33% | +2,895+9.7% | Added |
| Allworth Financial LP | 31,891 | $2.08M | 0.01% | +11,957+60.0% | Added |
| Columbia Asset Management | 32,655 | $2.07M | 0.39% | −4,161−11.3% | Reduced |
| Centiva Capital, LP | 32,270 | $2.05M | 0.10% | −14,011−30.3% | Reduced |
| Stansberry Asset Management, LLC | 32,263 | $2.05M | 0.27% | −4,761−12.9% | Reduced |
| WFA Asset Management Corp | 32,106 | $2.04M | 1.15% | −9,138−22.2% | Reduced |
| DoubleLine ETF Adviser LP | 31,845 | $2.02M | 0.53% | −1,436−4.3% | Reduced |
| Marex Group plc | 31,829 | $2.02M | 0.05% | +25,243+383.3% | Added |
| Naviter Wealth, LLC | 31,658 | $2.01M | 0.30% | +1,156+3.8% | Added |
| Selway Asset Management | 31,317 | $1.99M | 0.81% | −1,800−5.4% | Reduced |
| Paradigm Asset Management Co LLC | 31,300 | $1.99M | 0.55% | −13,100−29.5% | Reduced |
| Green Square Capital Advisors LLC | 31,210 | $1.98M | 0.27% | −4,900−13.6% | Reduced |
| Altman Advisors, Inc. | 30,957 | $1.96M | 1.12% | −313−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 30,923 | $1.96M | 0.17% | +120.0% | Added |
| RSM US Wealth Management LLC | 30,935 | $1.96M | 0.03% | +22,320+259.1% | Added |
| Resources Investment Advisors, LLC. | 30,734 | $1.95M | 0.02% | +10,518+52.0% | Added |
| Insigneo Advisory Services, LLC | 34,314 | $1.93M | 0.22% | −5,712−14.3% | Reduced |
| Keybank National Association | 30,368 | $1.93M | 0.01% | −519−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 29,968 | $1.90M | 0.12% | +9,059+43.3% | Added |
| Bangor Savings Bank | 29,741 | $1.89M | 0.19% | −279−0.9% | Reduced |
| Profund Advisors LLC | 29,721 | $1.89M | 0.07% | −1,195−3.9% | Reduced |
| Culbertson A N & Co Inc | 29,539 | $1.87M | 0.33% | −4,150−12.3% | Reduced |
| Carret Asset Management, LLC | 29,431 | $1.87M | 0.22% | −95−0.3% | Reduced |
| Equitable Trust Co | 29,240 | $1.86M | 0.13% | +1,570+5.7% | Added |
| WealthShield Partners, LLC | 29,117 | $1.85M | 0.28% | +29,117 | New |
| Pinnacle Holdings, LLC | 29,083 | $1.85M | 0.75% | −27−0.1% | Reduced |
| Round Hill Asset Management | 28,884 | $1.83M | 1.17% | −975−3.3% | Reduced |
| Meridian Investment Counsel Inc. | 28,877 | $1.83M | 0.58% | 00.0% | Unchanged |
| Leonteq Securities AG | 28,719 | $1.82M | 0.25% | +28,719 | New |
| FineMark National Bank & Trust | 28,707 | $1.82M | 0.07% | −70.0% | Reduced |
| Sumitomo Life Insurance Co | 28,568 | $1.81M | 0.04% | −3,691−11.4% | Reduced |
| Birmingham Capital Management Co Inc | 28,465 | $1.81M | 0.71% | −2,000−6.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 28,387 | $1.80M | 0.37% | +2,151+8.2% | Added |
| Boston Private Wealth LLC | 28,343 | $1.80M | 0.04% | −7,476−20.9% | Reduced |
| Bridgefront Capital, LLC | 28,277 | $1.79M | 0.75% | +20,928+284.8% | Added |
| Wellington Shields & Co., LLC | 28,271 | $1.79M | 0.58% | +1,100+4.0% | Added |
| Advisors Management Group Inc | 28,240 | $1.79M | 0.45% | +752+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 28,160 | $1.79M | 0.07% | +5,730+25.5% | Added |
| Atomi Financial Group, Inc. | 28,133 | $1.79M | 0.13% | +6,025+27.3% | Added |
| Kovack Advisors, Inc. | 28,126 | $1.78M | 0.20% | −4,277−13.2% | Reduced |
| Parallel Advisors, LLC | 28,001 | $1.78M | 0.05% | +12,671+82.7% | Added |
| Bleakley Financial Group, LLC | 27,904 | $1.77M | 0.05% | −791−2.8% | Reduced |
| Simplicity Wealth,LLC | 27,894 | $1.77M | 0.04% | −752−2.6% | Reduced |
| Salzhauer Michael | 27,892 | $1.77M | 1.43% | +15,207+119.9% | Added |
| Chicago Trust Co NA | 27,748 | $1.76M | 0.36% | −617−2.2% | Reduced |
| PFG Investments, LLC | 27,616 | $1.75M | 0.13% | +2,669+10.7% | Added |
| Waterfront Wealth Inc. | 27,521 | $1.75M | 0.47% | +691+2.6% | Added |
| Allen Wealth Management, LLC | 27,476 | $1.74M | 1.55% | +833+3.1% | Added |
| Moody National Bank Trust Division | 27,285 | $1.73M | 0.13% | +1,550+6.0% | Added |
| Signaturefd, LLC | 27,265 | $1.73M | 0.04% | +1,407+5.4% | Added |
| Trust Asset Management LLC | 27,234 | $1.73M | 0.15% | 00.0% | Unchanged |
| Birchbrook, Inc. | 26,917 | $1.71M | 1.02% | −2,051−7.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 26,860 | $1.70M | 0.74% | +1,207+4.7% | Added |
| Granite Investment Partners, LLC | 26,837 | $1.70M | 0.07% | −3,198−10.6% | Reduced |
| Schear Investment Advisers, LLC | 26,775 | $1.70M | 1.23% | +6,542+32.3% | Added |
| Cooper Financial Group | 26,752 | $1.70M | 0.25% | +2,185+8.9% | Added |
| Insight Inv LLC | 26,685 | $1.69M | 1.46% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 40,981 | $1.69M | 1.36% | −5,939−12.7% | Reduced |
| Forum Financial Management, LP | 26,494 | $1.68M | 0.03% | +895+3.5% | Added |
| Norris Financial Group, LLC | 26,421 | $1.68M | 0.87% | −1,764−6.3% | Reduced |
| CIBC Private Wealth Group, LLC | 25,863 | $1.67M | 0.00% | +1,160+4.7% | Added |
| CSS LLC | 26,226 | $1.66M | 0.12% | +1,000+4.0% | Added |
| Alpine Woods Capital Investors, LLC | 26,183 | $1.66M | 0.26% | −15,000−36.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.66M | 0.51% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 26,076 | $1.65M | 1.14% | +6,576+33.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 25,795 | $1.64M | 0.47% | +12,998+101.6% | Added |
| Schechter Investment Advisors, LLC | 25,728 | $1.63M | 0.12% | −3,881−13.1% | Reduced |
| HighPoint Advisor Group LLC | 24,754 | $1.63M | 0.10% | +4,658+23.2% | Added |
| Griffin Asset Management, Inc. | 25,499 | $1.62M | 0.19% | −664−2.5% | Reduced |
| Criterion Capital Advisors, LLC | 25,408 | $1.61M | 1.02% | +100.0% | Added |
| Convergence Investment Partners, LLC | 24,953 | $1.58M | 0.46% | −902−3.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 24,903 | $1.58M | 0.14% | −4,838−16.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.56M | 0.06% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 24,395 | $1.55M | 1.06% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 24,286 | $1.54M | 0.29% | +1,954+8.7% | Added |
| Wetzel Investment Advisors, Inc. | 22,901 | $1.53M | 0.88% | −240−1.0% | Reduced |
| Panagora Asset Management Inc | 24,007 | $1.52M | 0.01% | −169,715−87.6% | Reduced |
| Ameritas Advisory Services, LLC | 23,897 | $1.52M | 0.06% | −482−2.0% | Reduced |
| Thoroughbred Financial Services, LLC | 23,800 | $1.51M | 0.10% | +8,946+60.2% | Added |
| Intrua Financial, LLC | 23,586 | $1.50M | 0.24% | −3,337−12.4% | Reduced |
| Lido Advisors, LLC | 23,544 | $1.49M | 0.01% | +1,236+5.5% | Added |
| GAMMA Investing LLC | 23,472 | $1.49M | 0.20% | +8,598+57.8% | Added |
| CenterStar Asset Management, LLC | 23,468 | $1.49M | 2.24% | +23,468 | New |
| Mystic Asset Management, Inc. | 23,286 | $1.48M | 0.60% | +272+1.2% | Added |
| Applied Finance Capital Management, LLC | 23,164 | $1.47M | 0.07% | +23,164 | New |
| Slagle Financial, LLC | 22,992 | $1.46M | 0.75% | +1,444+6.7% | Added |
| Gold Investment Management Ltd. | 22,872 | $1.45M | 0.61% | +382+1.7% | Added |
| Pacitti Group Inc. | 22,807 | $1.45M | 0.76% | +7,195+46.1% | Added |
| Finivi Inc. | 22,744 | $1.44M | 1.20% | +22,744 | New |