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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 813 | $50.9K | 0.01% | +373+84.8% | Added |
| Planned Solutions, Inc. | 832 | $52.1K | 0.02% | +832 | New |
| Point72 Asset Management, L.P. | 832 | $52.1K | 0.00% | +832 | New |
| First Community Trust NA | 845 | $52.9K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 845 | $52.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $53.5K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 900 | $56.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 884 | $56.8K | 0.01% | +8+0.9% | Added |
| Castleview Partners, LLC | 925 | $57.9K | 0.03% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 931 | $58.3K | 0.02% | −1,098−54.1% | Reduced |
| Fairscale Capital, LLC | 937 | $58.7K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 938 | $59.0K | 0.00% | +6+0.6% | Added |
| TruNorth Capital Management, LLC | 946 | $59.2K | 0.02% | +900+1,956.5% | Added |
| Cape Investment Advisory, Inc. | 950 | $59.5K | 0.02% | +2+0.2% | Added |
| Coppell Advisory Solutions LLC | 978 | $60.5K | 0.01% | −209−17.6% | Reduced |
| REAP Financial Group, LLC | 981 | $61.4K | 0.02% | +164+20.1% | Added |
| Colonial Trust Co | 984 | $61.6K | 0.01% | −1−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 997 | $62.4K | 0.03% | −3−0.3% | Reduced |
| Tucker Asset Management LLC | 1,000 | $62.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $62.6K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $62.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,003 | $62.8K | 0.01% | +97+10.7% | Added |
| Pacifica Partners Inc. | 1,028 | $64.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,046 | $65.5K | 0.00% | −77−6.9% | Reduced |
| TSFG, LLC | 1,047 | $66.0K | 0.01% | +218+26.3% | Added |
| True Wealth Design, LLC | 1,076 | $67.4K | 0.03% | +1,076 | New |
| Bruce G. Allen Investments, LLC | 1,078 | $67.5K | 0.05% | −68−5.9% | Reduced |
| GW&K Investment Management, LLC | 1,087 | $68.0K | 0.00% | +86+8.6% | Added |
| Ameliora Wealth Management Ltd. | 1,090 | $68.2K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,090 | $68.2K | 0.03% | +10+0.9% | Added |
| Grayhawk Investment Strategies Inc. | 1,100 | $68.9K | 0.11% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,108 | $69.0K | 0.02% | −29−2.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,108 | $69.3K | 0.01% | +465+72.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $69.4K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 13,780 | $71.0K | 0.06% | +12,780+1,278.0% | Added |
| Ashton Thomas Securities, LLC | 1,203 | $75.3K | 0.01% | +1,203 | New |
| Solstein Capital, LLC | 1,225 | $76.7K | 0.04% | +1,225 | New |
| Montag A & Associates Inc | 1,249 | $78.2K | 0.00% | −54−4.1% | Reduced |
| Nordwand Advisors, LLC | 1,250 | $78.3K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $78.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,265 | $79.2K | 0.07% | +467+58.5% | Added |
| Voisard Asset Management Group, Inc. | 1,267 | $79.3K | 0.03% | −188−12.9% | Reduced |
| Fortitude Family Office, LLC | 1,270 | $79.5K | 0.03% | +931+274.6% | Added |
| ORG Wealth Partners, LLC | 1,271 | $79.6K | 0.03% | +1,271 | New |
| Hemington Wealth Management | 1,251 | $80.0K | 0.02% | +1,251 | New |
| CBIZ Investment Advisory Services, LLC | 1,290 | $80.8K | 0.00% | +1,290 | New |
| Financial Network Wealth Advisors LLC | 1,292 | $80.9K | 0.07% | +136+11.8% | Added |
| Peoples Financial Services Corp. | 1,302 | $81.5K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,323 | $82.8K | 0.02% | +4+0.3% | Added |
| First Financial Corp | 1,324 | $82.9K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,390 | $87.0K | 0.01% | +1,390 | New |
| Eastern Bank | 1,390 | $87.0K | 0.00% | +1,390 | New |
| Founders Capital Management | 1,400 | $87.6K | 0.05% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $87.6K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,417 | $88.7K | 0.02% | +8+0.6% | Added |
| Versant Capital Management, Inc | 1,421 | $89.0K | 0.02% | +190+15.4% | Added |
| Ancora Advisors, LLC | 1,426 | $89.3K | 0.00% | −8−0.6% | Reduced |
| Heritage Wealth Advisors | 1,438 | $90.0K | 0.00% | +266+22.7% | Added |
| Union Savings Bank | 1,475 | $92.3K | 0.05% | −115−7.2% | Reduced |
| TCTC Holdings, LLC | 1,487 | $93.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,500 | $93.9K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $93.9K | 0.07% | +1,500 | New |
| Western Pacific Wealth Management, LP | 1,509 | $94.5K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,548 | $96.9K | 0.06% | +200+14.8% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $97.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,560 | $97.7K | 0.01% | +961+160.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $100.2K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,610 | $100.8K | 0.01% | +1,377+591.0% | Added |
| Monetary Management Group Inc | 1,625 | $101.7K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,630 | $102.0K | 0.06% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,661 | $104.0K | 0.04% | −13−0.8% | Reduced |
| CKW Financial Group | 1,700 | $105.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,704 | $106.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,708 | $106.9K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,718 | $107.5K | 0.01% | −3−0.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,734 | $108.5K | 0.04% | +9+0.5% | Added |
| St Germain D J Co Inc | 1,763 | $110.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,785 | $111.0K | 0.03% | +106+6.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,800 | $112.8K | 0.03% | +90+5.3% | Added |
| Main Street Group, LTD | 1,802 | $112.8K | 0.04% | −700−28.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,816 | $113.7K | 0.02% | −4,770−72.4% | Reduced |
| Covestor Ltd | 1,884 | $118.0K | 0.07% | −614−24.6% | Reduced |
| Atlantic Trust, LLC | 1,890 | $118.3K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,971 | $123.4K | 0.01% | −220−10.0% | Reduced |
| West Branch Capital LLC | 1,976 | $123.7K | 0.04% | +7+0.4% | Added |
| Addison Advisors LLC | 1,992 | $124.7K | 0.03% | +16+0.8% | Added |
| Harvest Fund Management Co., Ltd | 1,989 | $125.0K | 0.01% | −3,734−65.2% | Reduced |
| Venturi Wealth Management, LLC | 2,048 | $128.2K | 0.01% | +175+9.3% | Added |
| Duncker Streett & Co Inc | 2,160 | $135.2K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,230 | $139.4K | 0.01% | +51+2.3% | Added |
| Richardson Financial Services Inc. | 2,235 | $141.8K | 0.09% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,278 | $142.6K | 0.04% | +2,278 | New |
| Hanson & Doremus Investment Management | 2,281 | $143.0K | 0.02% | −291−11.3% | Reduced |
| City State Bank | 2,544 | $159.3K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,557 | $160.0K | 0.02% | +501+24.4% | Added |
| MV Capital Management, Inc. | 2,563 | $160.4K | 0.02% | −273−9.6% | Reduced |
| Grove Bank & Trust | 2,564 | $160.5K | 0.02% | +170+7.1% | Added |
| Tobam | 2,576 | $161.0K | 0.03% | −1,261−32.9% | Reduced |
| nVerses Capital, LLC | 2,600 | $162.8K | 0.07% | −9,300−78.2% | Reduced |
| HM Payson & Co | 2,605 | $163.1K | 0.00% | −15−0.6% | Reduced |