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, Q3 2024
Institutional positions in Citigroup Inc as of Sep 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
- 1,792
- +23 vs. Q2 2024
- Shares held
- 1.40B
- +167.9M (+13.6%) vs. Q2 2024
- Total value
- $87.9B
- +$9.59B (+12.2%) vs. Q2 2024
- New holders
- 145
- 705 more added
- Sold out
- 122
- 699 more reduced
19 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 16,495 | $1.03M | 0.68% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 16,504 | $1.03M | 0.14% | +1,746+11.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 16,581 | $1.04M | 0.10% | +524+3.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,791 | $1.05M | 0.03% | +6,311+60.2% | Added |
| Solitude Financial Services | 16,905 | $1.06M | 0.45% | +263+1.6% | Added |
| Dorchester Wealth Management Co | 16,907 | $1.06M | 0.19% | −1,383−7.6% | Reduced |
| Sigma Planning Corp | 16,987 | $1.06M | 0.03% | +656+4.0% | Added |
| Carson Advisory Inc. | 17,288 | $1.08M | 0.68% | −425−2.4% | Reduced |
| Bristlecone Advisors, LLC | 17,352 | $1.09M | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 17,371 | $1.09M | 0.19% | +1,992+13.0% | Added |
| Prosperity Consulting Group, LLC | 17,387 | $1.09M | 0.08% | +12,213+236.0% | Added |
| Sweet Financial Partners, LLC | 17,582 | $1.10M | 0.24% | +20.0% | Added |
| Vise Technologies, Inc. | 17,716 | $1.11M | 0.14% | +1,509+9.3% | Added |
| Whittier Trust Co of Nevada Inc | 17,717 | $1.11M | 0.03% | −1,559−8.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.11M | 0.69% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,552 | $1.12M | 0.08% | −1,015−5.5% | Reduced |
| IHT Wealth Management, LLC | 17,905 | $1.12M | 0.03% | +5,285+41.9% | Added |
| Institute for Wealth Management, LLC. | 17,908 | $1.12M | 0.14% | +65+0.4% | Added |
| Dark Forest Capital Management LP | 17,961 | $1.12M | 0.14% | +17,961 | New |
| Round Rock Advisors, LLC | 18,007 | $1.13M | 0.26% | −103−0.6% | Reduced |
| Abundance Wealth Counselors | 18,054 | $1.13M | 0.23% | +18,054 | New |
| Benedict Financial Advisors Inc | 18,113 | $1.13M | 0.27% | −2,035−10.1% | Reduced |
| Central Trust Co | 18,184 | $1.14M | 0.03% | +16,402+920.4% | Added |
| Resources Management Corp | 18,239 | $1.14M | 0.15% | +90.0% | Added |
| Regions Financial Corp | 18,285 | $1.14M | 0.01% | −542−2.9% | Reduced |
| Sowell Financial Services LLC | 18,295 | $1.15M | 0.05% | −1,690−8.5% | Reduced |
| Pallas Capital Advisors LLC | 18,291 | $1.15M | 0.05% | +645+3.7% | Added |
| Warren Averett Asset Management, LLC | 18,470 | $1.16M | 0.02% | −33−0.2% | Reduced |
| Venture Visionary Partners LLC | 18,473 | $1.16M | 0.05% | −917−4.7% | Reduced |
| Oarsman Capital, Inc. | 18,482 | $1.16M | 0.21% | +1,000+5.7% | Added |
| Summit X, LLC | 18,308 | $1.16M | 0.28% | −3,586−16.4% | Reduced |
| E&G Advisors, LP | 18,583 | $1.16M | 0.32% | −1,167−5.9% | Reduced |
| Spirit of America Management Corp | 18,700 | $1.17M | 0.23% | 00.0% | Unchanged |
| Pflug Koory, LLC | 18,714 | $1.17M | 0.58% | +18,714 | New |
| Sterling Capital Management LLC | 18,832 | $1.18M | 0.02% | +18,832 | New |
| Herbst Group, LLC | 18,856 | $1.18M | 0.73% | +2,655+16.4% | Added |
| Polianta Ltd | 18,900 | $1.18M | 0.56% | +18,900 | New |
| PSI Advisors, LLC | 18,967 | $1.19M | 0.35% | −840−4.2% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $1.19M | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 19,379 | $1.21M | 0.02% | +1,232+6.8% | Added |
| Bleakley Financial Group, LLC | 19,395 | $1.21M | 0.04% | −8,509−30.5% | Reduced |
| BNP Paribas | 19,511 | $1.22M | 0.05% | −1,100−5.3% | Reduced |
| First Hawaiian Bank | 19,531 | $1.22M | 0.04% | −500−2.5% | Reduced |
| Birchbrook, Inc. | 19,577 | $1.23M | 0.68% | −7,340−27.3% | Reduced |
| Stratos Wealth Advisors, LLC | 19,649 | $1.23M | 0.06% | −2,206−10.1% | Reduced |
| Wealthcare Advisory Partners LLC | 19,685 | $1.23M | 0.04% | −716−3.5% | Reduced |
| Cigna Investments Inc | 19,744 | $1.24M | 0.22% | −305−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,784 | $1.24M | 0.02% | +1,431+7.8% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $1.25M | 0.06% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 19,927 | $1.25M | 0.10% | −18,459−48.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 19,957 | $1.25M | 0.24% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.25M | 0.15% | 00.0% | Unchanged |
| Holocene Advisors, LP | 20,293 | $1.27M | 0.01% | +20,293 | New |
| Umpqua Bank | 20,330 | $1.27M | 0.47% | +2,725+15.5% | Added |
| Fifth Third Wealth Advisors LLC | 20,395 | $1.28M | 0.08% | −164−0.8% | Reduced |
| Tevis Investment Management | 20,396 | $1.28M | 0.94% | +631+3.2% | Added |
| BDF-Gestion | 60,845 | $1.28M | 0.21% | 00.0% | Unchanged |
| Qtron Investments LLC | 20,598 | $1.29M | 0.18% | +10,127+96.7% | Added |
| Factorial Partners, LLC | 20,600 | $1.29M | 0.74% | −65,400−76.0% | Reduced |
| Golden State Equity Partners | 20,621 | $1.29M | 0.20% | +1,249+6.4% | Added |
| Transatlantique Private Wealth LLC | 20,718 | $1.30M | 0.50% | −720−3.4% | Reduced |
| First National Trust Co | 20,781 | $1.30M | 0.05% | +1,185+6.0% | Added |
| White Pine Capital LLC | 20,906 | $1.31M | 0.45% | −49−0.2% | Reduced |
| Beacon Financial Advisory LLC | 21,045 | $1.32M | 0.45% | +81+0.4% | Added |
| Dana Investment Advisors, Inc. | 21,068 | $1.32M | 0.04% | +100+0.5% | Added |
| Coldstream Capital Management Inc | 21,232 | $1.33M | 0.03% | −543−2.5% | Reduced |
| Oxford Wealth Group, LLC | 21,232 | $1.33M | 1.08% | −4,844−18.6% | Reduced |
| Game Creek Capital, LP | 21,250 | $1.33M | 0.72% | +2,000+10.4% | Added |
| American State Bank (Iowa) | 21,325 | $1.33M | 0.81% | −144−0.7% | Reduced |
| McDonald Partners LLC | 21,369 | $1.34M | 0.33% | +1,340+6.7% | Added |
| Pensionmark Financial Group, LLC | 21,527 | $1.35M | 0.04% | +5,763+36.6% | Added |
| Consilium Wealth Advisory, LLC | 21,798 | $1.36M | 0.74% | +5,531+34.0% | Added |
| Jacobi Capital Management LLC | 21,865 | $1.37M | 0.10% | +183+0.8% | Added |
| Greenleaf Trust | 21,921 | $1.37M | 0.01% | +205+0.9% | Added |
| Buckley Wealth Management, LLC | 22,067 | $1.38M | 0.43% | +18,615+539.3% | Added |
| Stevens Capital Management LP | 22,109 | $1.38M | 0.20% | +7,733+53.8% | Added |
| GFG Capital, LLC | 22,278 | $1.39M | 0.56% | 00.0% | Unchanged |
| Huntington National Bank | 22,262 | $1.39M | 0.01% | −366−1.6% | Reduced |
| Farther Finance Advisors, LLC | 22,313 | $1.40M | 0.05% | +1,683+8.2% | Added |
| Dakota Wealth Management | 22,459 | $1.41M | 0.03% | −60−0.3% | Reduced |
| Ballentine Partners, LLC | 22,460 | $1.41M | 0.02% | +7,392+49.1% | Added |
| Intrua Financial, LLC | 22,656 | $1.42M | 0.23% | −930−3.9% | Reduced |
| Avitas Wealth Management LLC | 22,764 | $1.43M | 0.20% | +332+1.5% | Added |
| Longfellow Investment Management Co LLC | 22,816 | $1.43M | 0.36% | +139+0.6% | Added |
| Mystic Asset Management, Inc. | 22,913 | $1.43M | 0.54% | −373−1.6% | Reduced |
| Applied Finance Capital Management, LLC | 22,917 | $1.43M | 0.06% | −247−1.1% | Reduced |
| Castlekeep Investment Advisors LLC | 23,024 | $1.44M | 0.98% | +7,915+52.4% | Added |
| HighPoint Advisor Group LLC | 23,088 | $1.45M | 0.08% | −1,666−6.7% | Reduced |
| Convergence Investment Partners, LLC | 23,125 | $1.45M | 0.39% | −1,828−7.3% | Reduced |
| Everett Harris & Co | 23,131 | $1.45M | 0.02% | +3,523+18.0% | Added |
| Bridgefront Capital, LLC | 23,235 | $1.45M | 0.56% | −5,042−17.8% | Reduced |
| PMC FIG Opportunities LLC | 23,286 | $1.46M | 2.25% | −43,220−65.0% | Reduced |
| Thoroughbred Financial Services, LLC | 23,310 | $1.46M | 0.09% | −490−2.1% | Reduced |
| Finivi Inc. | 23,311 | $1.46M | 1.18% | +567+2.5% | Added |
| Schechter Investment Advisors, LLC | 23,756 | $1.49M | 0.11% | −1,972−7.7% | Reduced |
| Gold Investment Management Ltd. | 23,941 | $1.49M | 0.62% | +1,069+4.7% | Added |
| Fidelis Capital Partners, LLC | 23,624 | $1.49M | 0.18% | +844+3.7% | Added |
| Panagora Asset Management Inc | 23,865 | $1.49M | 0.01% | −142−0.6% | Reduced |
| Boyar Asset Management Inc. | 23,995 | $1.50M | 0.97% | −400−1.6% | Reduced |
| Ocean Capital Management, LLC | 24,320 | $1.52M | 0.36% | +24,320 | New |