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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 2,625 | $164.3K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,653 | $166.1K | 0.02% | +2,653 | New |
| Operose Advisors LLC | 2,780 | $174.0K | 0.06% | +655+30.8% | Added |
| Activest Wealth Management | 2,850 | $178.4K | 0.06% | +981+52.5% | Added |
| Silvant Capital Management LLC | 2,906 | $181.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,919 | $182.7K | 0.00% | +2,919 | New |
| Oakworth Capital, Inc. | 2,944 | $184.3K | 0.01% | −68−2.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,945 | $184.3K | 0.02% | +2,364+406.9% | Added |
| Pinnacle Bancorp, Inc. | 2,980 | $186.5K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,988 | $187.0K | 0.01% | +2,988 | New |
| Nemes Rush Group LLC | 3,048 | $192.8K | 0.03% | +9+0.3% | Added |
| Peoples Bank | 3,090 | $193.4K | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,150 | $197.2K | 0.01% | +3,150 | New |
| Klingman & Associates, LLC | 3,195 | $200.0K | 0.01% | −46−1.4% | Reduced |
| Signature Wealth Management Partners, LLC | 3,200 | $200.3K | 0.15% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 3,213 | $201.0K | 0.19% | −85,357−96.4% | Reduced |
| Rothschild Investment LLC | 3,219 | $201.5K | 0.01% | −81−2.5% | Reduced |
| Millennium Capital Advisors, LLC | 3,220 | $201.6K | 0.13% | +6+0.2% | Added |
| Joel Isaacson & Co., LLC | 3,234 | $202.4K | 0.01% | −479−12.9% | Reduced |
| Washington Trust Co | 3,250 | $203.4K | 0.01% | +1,445+80.1% | Added |
| Aprio Wealth Management, LLC | 3,275 | $205.0K | 0.03% | +3,275 | New |
| Apexium Financial, LP | 3,283 | $205.5K | 0.01% | +16+0.5% | Added |
| Sivia Capital Partners, LLC | 3,293 | $206.1K | 0.12% | +3,293 | New |
| Embree Financial Group | 3,294 | $206.2K | 0.04% | +16+0.5% | Added |
| Keeley-Teton Advisors, LLC | 3,300 | $206.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,304 | $206.8K | 0.02% | −54−1.6% | Reduced |
| Lee Danner & Bass Inc | 3,313 | $207.0K | 0.01% | −250−7.0% | Reduced |
| McAdam, LLC | 3,309 | $207.2K | 0.01% | −2,017−37.9% | Reduced |
| Corundum Trust Company, INC | 3,315 | $207.5K | 0.57% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 3,321 | $207.9K | 0.15% | −102−3.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,326 | $208.2K | 0.06% | +37+1.1% | Added |
| Wealth Quarterback LLC | 3,358 | $210.2K | 0.11% | −502−13.0% | Reduced |
| Optas, LLC | 3,366 | $210.7K | 0.05% | −165−4.7% | Reduced |
| Visionary Wealth Advisors | 3,368 | $210.9K | 0.01% | +3,368 | New |
| Source Financial Advisors LLC | 3,424 | $214.3K | 0.06% | −8−0.2% | Reduced |
| IVC Wealth Advisors LLC | 3,425 | $214.4K | 0.12% | +35+1.0% | Added |
| Addison Capital Co | 3,426 | $214.5K | 0.09% | +13+0.4% | Added |
| Legacy Financial Advisors, Inc. | 3,437 | $215.2K | 0.04% | −652−15.9% | Reduced |
| TRUE Private Wealth Advisors | 3,443 | $215.5K | 0.03% | −109−3.1% | Reduced |
| EntryPoint Capital, LLC | 3,453 | $216.2K | 0.12% | −208−5.7% | Reduced |
| Calamos Wealth Management LLC | 3,458 | $216.5K | 0.01% | +210+6.5% | Added |
| Blackhawk Capital Partners LLC. | 3,459 | $216.5K | 0.12% | +3,459 | New |
| Alera Investment Advisors, LLC | 3,466 | $217.0K | 0.03% | −191−5.2% | Reduced |
| RDA Financial Network | 3,487 | $218.3K | 0.07% | −20−0.6% | Reduced |
| Auto-Owners Insurance Co | 3,500 | $219.1K | 0.01% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,518 | $220.3K | 0.07% | +27+0.8% | Added |
| North Star Asset Management Inc | 3,526 | $220.7K | 0.01% | +3,526 | New |
| Monument Capital Management | 3,527 | $220.8K | 0.06% | −470−11.8% | Reduced |
| Compagnie Lombard Odier SCmA | 3,540 | $221.6K | 0.00% | −2,263−39.0% | Reduced |
| United Community Bank | 3,550 | $222.2K | 0.09% | −10−0.3% | Reduced |
| Ariadne Wealth Management, LP | 3,242 | $222.6K | 0.12% | +3,242 | New |
| Bahl & Gaynor Inc | 3,565 | $223.2K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,565 | $223.2K | 0.08% | +38+1.1% | Added |
| Westwood Holdings Group Inc. | 3,579 | $224.0K | 0.00% | +3,579 | New |
| Sherbrooke Park Advisers LLC | 3,584 | $224.4K | 0.05% | −5,970−62.5% | Reduced |
| Allied Investment Advisors, LLC | 3,585 | $224.4K | 0.04% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,585 | $224.4K | 0.06% | −2−0.1% | Reduced |
| Napatree Capital LLC | 3,589 | $224.7K | 0.16% | −50−1.4% | Reduced |
| Guardian Wealth Advisors, LLC | 3,593 | $224.9K | 0.02% | −140−3.8% | Reduced |
| Norway Savings Bank | 3,605 | $225.7K | 0.12% | −280−7.2% | Reduced |
| Edge Capital Group, LLC | 3,615 | $226.3K | 0.01% | −453−11.1% | Reduced |
| Peoples Bank | 3,635 | $227.6K | 0.12% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,643 | $228.0K | 0.02% | −79−2.1% | Reduced |
| Garrison Point Advisors, LLC | 3,664 | $229.3K | 0.14% | +261+7.7% | Added |
| Prelude Capital Management, LLC | 3,668 | $229.6K | 0.02% | −2,678−42.2% | Reduced |
| Financial Counselors Inc | 3,668 | $229.6K | 0.00% | +372+11.3% | Added |
| FDx Advisors, Inc. | 3,676 | $230.0K | 0.06% | −912−19.9% | Reduced |
| First National Bank of Omaha | 3,682 | $230.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,695 | $231.3K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 3,705 | $231.9K | 0.05% | +12+0.3% | Added |
| USA Financial Portformulas Corp | 3,707 | $232.1K | 0.04% | −17,449−82.5% | Reduced |
| Lifestyle Asset Management, Inc. | 3,730 | $233.5K | 0.13% | +160+4.5% | Added |
| Capital Advisors Inc | 3,731 | $233.5K | 0.00% | −330−8.1% | Reduced |
| Reuter James Wealth Management, LLC | 3,757 | $235.2K | 0.04% | −675−15.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,760 | $235.4K | 0.09% | +3,760 | New |
| Raleigh Capital Management Inc. | 3,765 | $235.7K | 0.09% | −399−9.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,777 | $236.5K | 0.02% | −157−4.0% | Reduced |
| Avantax Planning Partners, Inc. | 3,787 | $237.1K | 0.01% | −682−15.3% | Reduced |
| Sierra Summit Advisors LLC | 3,791 | $237.3K | 0.05% | −289−7.1% | Reduced |
| 1858 Wealth Management, LLC | 3,792 | $237.4K | 0.20% | −176−4.4% | Reduced |
| Sonora Investment Management Group, LLC | 3,822 | $239.3K | 0.02% | +3,822 | New |
| Requisite Capital Management, LLC | 3,836 | $240.1K | 0.05% | 00.0% | Unchanged |
| Castleark Management LLC | 3,844 | $240.6K | 0.01% | −150,570−97.5% | Reduced |
| Blue Barn Wealth, LLC | 3,845 | $240.7K | 0.12% | +285+8.0% | Added |
| Lake Street Financial LLC | 3,876 | $242.6K | 0.04% | −130−3.2% | Reduced |
| Beaton Management Co. Inc. | 3,892 | $244.0K | 0.12% | 00.0% | Unchanged |
| Maven Securities LTD | 3,902 | $244.3K | 0.03% | −11,421−74.5% | Reduced |
| SlateStone Wealth, LLC | 3,907 | $245.0K | 0.02% | +3,907 | New |
| Asset Allocation Strategies LLC | 3,916 | $245.1K | 0.07% | −180−4.4% | Reduced |
| Leuthold Group, LLC | 3,939 | $246.6K | 0.03% | −95−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 3,943 | $246.8K | 0.00% | +30+0.8% | Added |
| Winthrop Advisory Group LLC | 3,944 | $246.9K | 0.03% | +299+8.2% | Added |
| Orca Investment Management, LLC | 3,947 | $247.1K | 0.22% | −425−9.7% | Reduced |
| Westover Capital Advisors, LLC | 3,962 | $248.0K | 0.05% | +3,962 | New |
| Legacy Advisors, LLC | 3,963 | $248.1K | 0.03% | +76+2.0% | Added |
| Rosenberg Matthew Hamilton | 3,969 | $248.5K | 0.07% | +68+1.7% | Added |
| Tamar Securities, LLC | 3,970 | $248.5K | 0.03% | +176+4.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,975 | $248.8K | 0.04% | +3,975 | New |
| Catalina Capital Group, LLC | 3,984 | $249.4K | 0.08% | +3+0.1% | Added |
| Chicago Capital, LLC | 3,989 | $249.7K | 0.01% | 00.0% | Unchanged |