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; 2,643 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 185 | $11.6K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 186 | $11.6K | 0.00% | +186 | New |
| Pinnacle Financial Partners Inc | 195 | $12.2K | 0.00% | −165−45.8% | Reduced |
| Tradewinds Capital Management, LLC | 195 | $12.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $12.5K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 202 | $12.6K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 203 | $12.7K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 205 | $12.8K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 209 | $13.1K | 0.05% | +209 | New |
| Westchester Capital Management, Inc. | 210 | $13.1K | 0.00% | +10+5.0% | Added |
| Private Wealth Management Group, LLC | 213 | $13.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 219 | $13.7K | 0.00% | +2+0.9% | Added |
| Matrix Trust Co | 229 | $14.0K | 0.00% | +229 | New |
| Frazier Financial Advisors, LLC | 227 | $14.2K | 0.01% | −443−66.1% | Reduced |
| Red Tortoise LLC | 233 | $14.6K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 234 | $14.7K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 236 | $14.8K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 250 | $15.7K | 0.00% | +250 | New |
| Richard W. Paul & Associates, LLC | 251 | $15.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $16.0K | 0.01% | −328−56.7% | Reduced |
| Uncommon Cents Investing LLC | 257 | $16.1K | 0.00% | +257 | New |
| Foster Dykema Cabot & Partners, LLC | 261 | $16.3K | 0.00% | +90+52.6% | Added |
| Barrett & Company, Inc. | 264 | $16.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 264 | $16.6K | 0.01% | −70−21.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 269 | $16.8K | 0.01% | +37+15.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 274 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 296 | $18.3K | 0.01% | +2+0.7% | Added |
| Valued Wealth Advisors LLC | 300 | $18.8K | 0.01% | +32+11.9% | Added |
| ORG Partners LLC | 301 | $18.9K | 0.00% | −1,716−85.1% | Reduced |
| New England Capital Financial Advisors LLC | 304 | $19.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 325 | $20.3K | 0.00% | −18−5.2% | Reduced |
| Tompkins Financial Corp | 327 | $20.5K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 328 | $20.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 330 | $20.6K | 0.01% | +3+0.9% | Added |
| Cornerstone Planning Group LLC | 324 | $21.0K | 0.01% | −87−21.2% | Reduced |
| Picton Mahoney Asset Management | 338 | $21.0K | 0.00% | −256,219−99.9% | Reduced |
| Citizens National Bank Trust Department | 340 | $21.3K | 0.00% | −40−10.5% | Reduced |
| Indiana Trust & Investment Management CO | 340 | $21.3K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 343 | $21.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $21.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 346 | $21.7K | 0.00% | +346 | New |
| West Financial Advisors, LLC | 348 | $21.8K | 0.00% | +348 | New |
| Valley National Advisers Inc | 356 | $22.0K | 0.00% | −373−51.2% | Reduced |
| Salomon & Ludwin, LLC | 355 | $22.2K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 363 | $22.8K | 0.01% | +218+150.3% | Added |
| Capital Advisors, Ltd. LLC | 366 | $23.0K | 0.00% | −206−36.0% | Reduced |
| Raffa Wealth Management, LLC | 370 | $23.2K | 0.01% | −121−24.6% | Reduced |
| WR Wealth Planners, LLC | 383 | $24.0K | 0.01% | −43−10.1% | Reduced |
| Avalon Trust Co | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 423 | $26.5K | 0.02% | −1−0.2% | Reduced |
| Tortoise Investment Management, LLC | 429 | $26.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 420 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 450 | $28.2K | 0.01% | +450 | New |
| Centennial Bank | 459 | $28.7K | 0.01% | −89−16.2% | Reduced |
| Battery Global Advisors, LLC | 463 | $29.0K | 0.02% | +463 | New |
| Coston, McIsaac & Partners | 466 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 471 | $29.0K | 0.00% | +144+44.0% | Added |
| Strategic Investment Solutions, Inc. | 473 | $29.6K | 0.01% | +3+0.6% | Added |
| DHJJ Financial Advisors, Ltd. | 481 | $30.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 490 | $30.7K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 449 | $30.9K | 0.02% | +449 | New |
| Legacy Wealth Managment, LLC | 449 | $30.9K | 0.02% | +449 | New |
| Horrell Capital Management, Inc. | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $31.1K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $31.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $31.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 517 | $32.4K | 0.00% | +7+1.4% | Added |
| Wiser Advisor Group LLC | 518 | $32.4K | 0.05% | −71−12.1% | Reduced |
| Princeton Global Asset Management LLC | 523 | $32.7K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 528 | $33.1K | 0.02% | −162−23.5% | Reduced |
| Archer Investment Corp | 529 | $33.1K | 0.01% | −200−27.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 542 | $33.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 544 | $34.1K | 0.01% | +225+70.5% | Added |
| Financial Perspectives, Inc | 546 | $34.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 568 | $35.6K | 0.00% | +368+184.0% | Added |
| Park Place Capital Corp | 576 | $36.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 575 | $36.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $37.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 607 | $38.0K | 0.01% | +236+63.6% | Added |
| Exane Asset Management | 610 | $38.2K | 0.03% | −159,349−99.6% | Reduced |
| CNB Bank | 614 | $38.4K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 617 | $38.6K | 0.01% | −149−19.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 635 | $39.0K | 0.02% | +260+69.3% | Added |
| McIlrath & Eck, LLC | 631 | $39.5K | 0.01% | −100−13.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 680 | $42.6K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 701 | $43.9K | 0.01% | +1+0.1% | Added |
| Hartford Financial Management Inc. | 721 | $45.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 731 | $45.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $46.0K | 0.02% | −44−5.6% | Reduced |
| Gen-Wealth Partners Inc | 716 | $46.2K | 0.02% | +66+10.2% | Added |
| One River Asset Management, LLC | 769 | $47.6K | 0.05% | +769 | New |
| Aster Capital Management (DIFC) Ltd | 774 | $48.5K | 0.01% | +774 | New |
| Sachetta, LLC | 780 | $48.8K | 0.02% | −134−14.7% | Reduced |
| Carolinas Wealth Consulting LLC | 784 | $49.0K | 0.01% | −5−0.6% | Reduced |
| Global Financial Private Client, LLC | 800 | $50.1K | 0.02% | +800 | New |
| Hilltop National Bank | 804 | $50.3K | 0.02% | +30+3.9% | Added |
| Motco | 806 | $50.5K | 0.01% | +806 | New |