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 |
|---|---|---|---|---|---|
| Processus Wealth & Capital Management, LLC | 35,722 | $2.24M | 1.84% | −2,232−5.9% | Reduced |
| Whittier Trust Co | 35,952 | $2.25M | 0.03% | −2,196−5.8% | Reduced |
| Inscription Capital, LLC | 36,059 | $2.26M | 0.34% | +3,286+10.0% | Added |
| Belpointe Asset Management LLC | 36,123 | $2.26M | 0.14% | +2,081+6.1% | Added |
| Richard P Slaughter Associates Inc | 36,177 | $2.26M | 0.53% | +96+0.3% | Added |
| EP Wealth Advisors, LLC | 36,395 | $2.28M | 0.02% | +19,053+109.9% | Added |
| Perpetual Ltd | 36,606 | $2.29M | 0.02% | 00.0% | Unchanged |
| Interval Partners, LP | 37,060 | $2.32M | 0.07% | +37,060 | New |
| Cidel Asset Management Inc | 37,188 | $2.33M | 0.16% | −3,764−9.2% | Reduced |
| Meeder Advisory Services, Inc. | 37,242 | $2.33M | 0.15% | +112+0.3% | Added |
| Winch Advisory Services, LLC | 37,336 | $2.34M | 0.65% | −359−1.0% | Reduced |
| Vestcor Inc | 37,360 | $2.34M | 0.07% | −22,652−37.7% | Reduced |
| DCF Advisers, LLC | 37,500 | $2.35M | 1.21% | +23,500+167.9% | Added |
| Cullen/Frost Bankers, Inc. | 37,518 | $2.35M | 0.03% | +3,248+9.5% | Added |
| Wetherby Asset Management Inc | 37,582 | $2.35M | 0.11% | +497+1.3% | Added |
| Freestone Capital Holdings, LLC | 37,972 | $2.38M | 0.08% | −3,857−9.2% | Reduced |
| Sippican Capital Advisors | 38,154 | $2.39M | 1.67% | −80−0.2% | Reduced |
| Bryn Mawr Trust Co | 38,191 | $2.39M | 0.04% | +31,020+432.6% | Added |
| Creative Financial Designs Inc | 38,413 | $2.40M | 0.20% | +1,643+4.5% | Added |
| Great Valley Advisor Group, Inc. | 38,532 | $2.41M | 0.06% | +5,164+15.5% | Added |
| Solidarilty Wealth, LLC | 38,583 | $2.42M | 0.65% | +2,409+6.7% | Added |
| Robertson Stephens Wealth Management, LLC | 38,858 | $2.43M | 0.09% | −1,114−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 39,090 | $2.45M | 0.04% | +4,655+13.5% | Added |
| Capital International Inc | 39,298 | $2.46M | 0.03% | +189+0.5% | Added |
| First Business Financial Services, Inc. | 39,361 | $2.46M | 0.25% | +1,257+3.3% | Added |
| TD Private Client Wealth LLC | 39,412 | $2.47M | 0.07% | +1,307+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 39,589 | $2.48M | 0.05% | +21,103+114.2% | Added |
| S&CO Inc | 39,641 | $2.48M | 0.16% | −420−1.0% | Reduced |
| Am Investment Strategies LLC | 39,635 | $2.48M | 0.60% | +5,310+15.5% | Added |
| Principal Securities, Inc. | 39,730 | $2.49M | 0.06% | +2,589+7.0% | Added |
| Jupiter Wealth Management LLC | 39,838 | $2.49M | 1.28% | +5,250+15.2% | Added |
| 44 Wealth Management LLC | 39,585 | $2.50M | 0.88% | +39,585 | New |
| WealthShield Partners, LLC | 39,919 | $2.50M | 0.34% | +10,802+37.1% | Added |
| Nicholas Investment Partners, LP | 40,000 | $2.50M | 0.23% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 40,043 | $2.51M | 0.90% | +22+0.1% | Added |
| Sonic GP LLC | 40,740 | $2.55M | 5.83% | −40,000−49.5% | Reduced |
| KMG Fiduciary Partners, LLC | 40,802 | $2.55M | 0.22% | +182+0.4% | Added |
| Massachusetts Wealth Management | 40,932 | $2.56M | 1.62% | +25+0.1% | Added |
| Eagle Capital Management LLC | 41,076 | $2.57M | 0.01% | −96,664−70.2% | Reduced |
| Empowered Funds, LLC | 41,171 | $2.58M | 0.04% | +3,630+9.7% | Added |
| IMA Wealth, Inc. | 41,204 | $2.58M | 0.56% | +41,204 | New |
| Vident Advisory, LLC | 41,230 | $2.58M | 0.06% | +1,907+4.8% | Added |
| Keybank National Association | 41,234 | $2.58M | 0.01% | +10,866+35.8% | Added |
| Cramer Rosenthal McGlynn LLC | 41,333 | $2.59M | 0.14% | +7,915+23.7% | Added |
| Snowden Capital Advisors LLC | 41,738 | $2.61M | 0.08% | −419−1.0% | Reduced |
| Quantitative Investment Management, LLC | 41,989 | $2.63M | 0.26% | −7,143−14.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 42,000 | $2.63M | 0.65% | +42,000 | New |
| Alden Global Capital LLC | 42,190 | $2.64M | 2.85% | −142,352−77.1% | Reduced |
| Ironwood Investment Management LLC | 42,323 | $2.65M | 1.29% | +8,376+24.7% | Added |
| Millington Financial Advisors, LLC | 42,419 | $2.66M | 1.65% | +274+0.7% | Added |
| HB Wealth Management, LLC | 42,929 | $2.69M | 0.03% | +1,284+3.1% | Added |
| Focused Wealth Management, Inc | 43,049 | $2.69M | 0.37% | −1,418−3.2% | Reduced |
| Clearstead Advisors, LLC | 43,405 | $2.72M | 0.04% | +2,204+5.3% | Added |
| Wasatch Advisors Inc | 43,447 | $2.72M | 0.01% | −11,029−20.2% | Reduced |
| apricus wealth, LLC | 43,495 | $2.72M | 1.79% | +1,040+2.4% | Added |
| 1832 Asset Management L.P. | 43,719 | $2.74M | 0.00% | +2,324+5.6% | Added |
| Thomasville National Bank | 43,881 | $2.75M | 0.20% | +43,881 | New |
| United Services Automobile Association | 44,310 | $2.77M | 0.07% | −9,746−18.0% | Reduced |
| Kore Advisors LP | 44,692 | $2.80M | 2.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 44,753 | $2.80M | 0.12% | +4,653+11.6% | Added |
| Sciencast Management LP | 44,858 | $2.81M | 0.83% | +44,858 | New |
| Banco BTG Pactual S.A. | 45,000 | $2.82M | 0.73% | −70,294−61.0% | Reduced |
| Hantz Financial Services, Inc. | 45,087 | $2.82M | 0.05% | −1,279−2.8% | Reduced |
| Wright Investors Service Inc | 45,411 | $2.84M | 0.74% | −22,577−33.2% | Reduced |
| Eisler Capital (US) LLC | 45,477 | $2.85M | 0.53% | +45,477 | New |
| Lombard Odier Asset Management (Switzerland) SA | 45,608 | $2.86M | 0.24% | +3,386+8.0% | Added |
| Bayesian Capital Management, LP | 46,500 | $2.91M | 0.34% | −105,400−69.4% | Reduced |
| JB Capital LLC | 46,504 | $2.91M | 0.17% | +1,130+2.5% | Added |
| Salzhauer Michael | 46,645 | $2.92M | 1.86% | +18,753+67.2% | Added |
| MAI Capital Management | 46,648 | $2.92M | 0.03% | −52,943−53.2% | Reduced |
| Capital Asset Advisory Services LLC | 46,313 | $2.93M | 0.15% | −1,191−2.5% | Reduced |
| Aigen Investment Management, LP | 47,135 | $2.95M | 0.58% | +47,135 | New |
| Lincluden Management Ltd | 47,173 | $2.95M | 0.32% | +623+1.3% | Added |
| Infrastructure Capital Advisors, LLC | 47,261 | $2.96M | 0.42% | +2,723+6.1% | Added |
| National Asset Management, Inc. | 47,694 | $2.96M | 0.08% | −6,232−11.6% | Reduced |
| Tower Research Capital LLC (TRC) | 47,384 | $2.97M | 0.08% | −12,780−21.2% | Reduced |
| Gotham Asset Management, LLC | 47,426 | $2.97M | 0.03% | +8,499+21.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47,507 | $2.97M | 0.12% | +62+0.1% | Added |
| Alaska Permanent Fund Corp | 47,731 | $2.99M | 0.04% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 47,898 | $3.00M | 0.44% | −11,508−19.4% | Reduced |
| Patten & Patten Inc | 48,264 | $3.02M | 0.20% | −4,305−8.2% | Reduced |
| Apollon Wealth Management, LLC | 48,393 | $3.03M | 0.09% | −5,665−10.5% | Reduced |
| Lockheed Martin Investment Management Co | 48,400 | $3.03M | 0.14% | +48,400 | New |
| Moody National Bank Trust Division | 48,466 | $3.03M | 0.32% | +21,181+77.6% | Added |
| Integrated Advisors Network LLC | 48,560 | $3.04M | 0.15% | +48,560 | New |
| Pitcairn Co | 48,737 | $3.05M | 0.18% | −12,359−20.2% | Reduced |
| Wedbush Securities Inc | 48,766 | $3.05M | 0.11% | −6,008−11.0% | Reduced |
| Adell Harriman & Carpenter Inc | 49,192 | $3.08M | 0.22% | +33,905+221.8% | Added |
| IFP Advisors, Inc | 49,212 | $3.08M | 0.11% | +7,851+19.0% | Added |
| Pacific Global Investment Management CO | 49,308 | $3.09M | 0.56% | +514+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 49,762 | $3.11M | 0.21% | −856−1.7% | Reduced |
| Chesley Taft & Associates LLC | 49,781 | $3.12M | 0.15% | +38,202+329.9% | Added |
| JBF Capital, Inc. | 50,000 | $3.13M | 0.47% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 50,156 | $3.14M | 0.07% | 00.0% | Unchanged |
| Wellington Management Group LLP | 50,524 | $3.16M | 0.00% | −16,943−25.1% | Reduced |
| Jennison Associates LLC | 50,749 | $3.18M | 0.00% | +10.0% | Added |
| Concentric Capital Strategies, LP | 50,996 | $3.19M | 0.20% | −93,634−64.7% | Reduced |
| Boothbay Fund Management, LLC | 51,714 | $3.24M | 0.10% | −56,780−52.3% | Reduced |
| Wharton Business Group, LLC | 52,003 | $3.25M | 0.15% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 52,139 | $3.26M | 1.36% | −3,710−6.6% | Reduced |