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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 22,677 | $1.44M | 0.36% | −4,196−15.6% | Reduced |
| Huntington National Bank | 22,628 | $1.44M | 0.01% | +1,505+7.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 22,610 | $1.43M | 0.95% | +6,610+41.3% | Added |
| Dakota Wealth Management | 22,519 | $1.43M | 0.03% | −244−1.1% | Reduced |
| Avitas Wealth Management LLC | 22,432 | $1.42M | 0.21% | +63+0.3% | Added |
| CTC LLC | 22,416 | $1.42M | 0.11% | −134,349−85.7% | Reduced |
| VELA Investment Management, LLC | 22,299 | $1.42M | 0.50% | +236+1.1% | Added |
| GFG Capital, LLC | 22,278 | $1.41M | 0.39% | 00.0% | Unchanged |
| Summit X, LLC | 21,894 | $1.40M | 0.31% | +3,197+17.1% | Added |
| Stratos Wealth Advisors, LLC | 21,855 | $1.39M | 0.07% | +17,242+373.8% | Added |
| Coldstream Capital Management Inc | 21,775 | $1.38M | 0.03% | −615−2.7% | Reduced |
| Greenleaf Trust | 21,716 | $1.38M | 0.01% | +1,478+7.3% | Added |
| Jacobi Capital Management LLC | 21,682 | $1.38M | 0.12% | +165+0.8% | Added |
| American State Bank (Iowa) | 21,469 | $1.36M | 0.87% | −25−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 21,438 | $1.36M | 0.55% | +652+3.1% | Added |
| USA Financial Portformulas Corp | 21,156 | $1.34M | 0.22% | +21,130+81,269.2% | Added |
| Barry Investment Advisors, LLC | 20,998 | $1.33M | 0.45% | −72−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 20,968 | $1.33M | 0.04% | +312+1.5% | Added |
| Beacon Financial Advisory LLC | 20,964 | $1.33M | 0.50% | +20,964 | New |
| White Pine Capital LLC | 20,955 | $1.33M | 0.50% | +268+1.3% | Added |
| Arete Wealth Advisors, LLC | 21,003 | $1.33M | 0.11% | +5,057+31.7% | Added |
| Farther Finance Advisors, LLC | 20,630 | $1.31M | 0.06% | +6,317+44.1% | Added |
| BNP Paribas | 20,611 | $1.31M | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 20,559 | $1.30M | 0.10% | +20,559 | New |
| Wealthcare Advisory Partners LLC | 20,401 | $1.29M | 0.04% | +254+1.3% | Added |
| Benedict Financial Advisors Inc | 20,148 | $1.28M | 0.32% | +434+2.2% | Added |
| Fidelis Capital Partners, LLC | 22,780 | $1.28M | 0.18% | +4,588+25.2% | Added |
| Ameritas Investment Partners, Inc. | 20,123 | $1.28M | 0.04% | −512−2.5% | Reduced |
| Cigna Investments Inc | 20,049 | $1.27M | 0.24% | −108−0.5% | Reduced |
| Merit Financial Group, LLC | 20,035 | $1.27M | 0.03% | −3,845−16.1% | Reduced |
| First Hawaiian Bank | 20,031 | $1.27M | 0.04% | −60−0.3% | Reduced |
| McDonald Partners LLC | 20,029 | $1.27M | 0.34% | +1,400+7.5% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.27M | 0.16% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 19,985 | $1.27M | 0.06% | −2,401−10.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 19,957 | $1.27M | 0.26% | −10.0% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $1.26M | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 19,807 | $1.26M | 0.40% | −2,303−10.4% | Reduced |
| Tevis Investment Management | 19,765 | $1.25M | 1.01% | +4,989+33.8% | Added |
| E&G Advisors, LP | 19,750 | $1.25M | 0.37% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 19,483 | $1.25M | 0.68% | −205−1.0% | Reduced |
| Everett Harris & Co | 19,608 | $1.24M | 0.02% | +2,535+14.8% | Added |
| First National Trust Co | 19,596 | $1.24M | 0.05% | +1,000+5.4% | Added |
| Venture Visionary Partners LLC | 19,390 | $1.23M | 0.06% | −576−2.9% | Reduced |
| Golden State Equity Partners | 19,372 | $1.23M | 0.26% | +19,372 | New |
| Regal Investment Advisors LLC | 19,274 | $1.22M | 0.08% | −13−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,276 | $1.22M | 0.03% | −1,709−8.1% | Reduced |
| Game Creek Capital, LP | 19,250 | $1.22M | 0.68% | −4,750−19.8% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $1.21M | 0.01% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 18,959 | $1.20M | 0.86% | +907+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,885 | $1.20M | 0.05% | −3,348−15.1% | Reduced |
| Regions Financial Corp | 18,827 | $1.19M | 0.01% | −320−1.7% | Reduced |
| Spirit of America Management Corp | 18,700 | $1.19M | 0.24% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 18,603 | $1.18M | 0.14% | +7,169+62.7% | Added |
| AlphaCore Capital LLC | 18,587 | $1.18M | 0.28% | +10,001+116.5% | Added |
| Canandaigua National Bank & Trust Co | 18,525 | $1.18M | 0.13% | −2,324−11.1% | Reduced |
| Warren Averett Asset Management, LLC | 18,503 | $1.17M | 0.02% | +537+3.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,486 | $1.17M | 0.05% | +11,057+148.8% | Added |
| Prime Capital Investment Advisors, LLC | 18,353 | $1.16M | 0.02% | −64−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 18,350 | $1.16M | 0.03% | +18,350 | New |
| Dorchester Wealth Management Co | 18,290 | $1.16M | 0.22% | +2,800+18.1% | Added |
| Phoenix Holdings Ltd. | 18,790 | $1.16M | 0.02% | −7,323−28.0% | Reduced |
| Resources Management Corp | 18,230 | $1.16M | 0.17% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 18,147 | $1.15M | 0.03% | −2,586−12.5% | Reduced |
| Round Rock Advisors, LLC | 18,110 | $1.15M | 0.28% | +1,923+11.9% | Added |
| Pallas Capital Advisors LLC | 17,646 | $1.15M | 0.05% | +5,778+48.7% | Added |
| Arkadios Wealth Advisors | 17,878 | $1.13M | 0.08% | +17,878 | New |
| Institute for Wealth Management, LLC. | 17,843 | $1.13M | 0.15% | +1,422+8.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.12M | 0.74% | 00.0% | Unchanged |
| Carson Advisory Inc. | 17,713 | $1.12M | 0.79% | −100−0.6% | Reduced |
| Umpqua Bank | 17,605 | $1.12M | 0.43% | +40.0% | Added |
| Sweet Financial Partners, LLC | 17,580 | $1.12M | 0.25% | +401+2.3% | Added |
| Oarsman Capital, Inc. | 17,482 | $1.11M | 0.24% | +343+2.0% | Added |
| Norden Group LLC | 17,438 | $1.11M | 0.22% | −866−4.7% | Reduced |
| Chicago Partners Investment Group LLC | 16,765 | $1.10M | 0.04% | +1,138+7.3% | Added |
| Bristlecone Advisors, LLC | 17,352 | $1.10M | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,347 | $1.10M | 0.06% | +2,539+17.1% | Added |
| EP Wealth Advisors, LLC | 17,342 | $1.10M | 0.01% | +3,313+23.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 17,122 | $1.08M | 0.02% | −1,705−9.1% | Reduced |
| LM Advisors LLC | 16,982 | $1.08M | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 18,567 | $1.08M | 0.08% | +2,746+17.4% | Added |
| Buckingham Strategic Partners | 16,925 | $1.07M | 0.03% | −1,865−9.9% | Reduced |
| Solitude Financial Services | 16,642 | $1.06M | 0.49% | +377+2.3% | Added |
| Legacy Capital Group California, Inc. | 16,596 | $1.05M | 0.38% | +169+1.0% | Added |
| Ausdal Financial Partners, Inc. | 16,593 | $1.05M | 0.11% | −753−4.3% | Reduced |
| Ignite Planners, LLC | 16,423 | $1.05M | 0.26% | −442−2.6% | Reduced |
| BTG Pactual Asset Management US LLC | 16,520 | $1.05M | 0.26% | +16,520 | New |
| Melfa Wealth Management, LLC | 16,495 | $1.05M | 0.73% | −150−0.9% | Reduced |
| Zuckerman Investment Group, LLC | 16,450 | $1.04M | 0.12% | +450+2.8% | Added |
| Permanent Capital Management, LP | 12,201 | $1.04M | 0.22% | +12,201 | New |
| Sigma Planning Corp | 16,331 | $1.04M | 0.03% | +681+4.4% | Added |
| Guardian Investment Management | 16,290 | $1.03M | 0.75% | −150−0.9% | Reduced |
| Consilium Wealth Advisory, LLC | 16,267 | $1.03M | 0.56% | −7,413−31.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,264 | $1.03M | 0.10% | −20.0% | Reduced |
| Vise Technologies, Inc. | 16,207 | $1.03M | 0.18% | +59+0.4% | Added |
| Herbst Group, LLC | 16,201 | $1.03M | 0.63% | +801+5.2% | Added |
| Cito Capital Group, LLC | 16,151 | $1.02M | 0.40% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 16,074 | $1.02M | 0.55% | +16,074 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 16,057 | $1.02M | 0.11% | +56+0.3% | Added |
| Dumont & Blake Investment Advisors LLC | 16,041 | $1.02M | 0.14% | +8,056+100.9% | Added |
| Mutual Advisors, LLC | 15,705 | $1.01M | 0.03% | +634+4.2% | Added |