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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 4,000 | $250.0K | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,000 | $250.4K | 0.02% | −228−5.4% | Reduced |
| DecisionPoint Financial, LLC | 4,000 | $250.4K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 4,007 | $250.9K | 0.01% | +1,140+39.8% | Added |
| BancorpSouth Bank | 4,011 | $251.1K | 0.02% | +507+14.5% | Added |
| OneAscent Financial Services LLC | 4,030 | $252.0K | 0.18% | +4,030 | New |
| All Terrain Financial Advisors, LLC | 4,028 | $252.2K | 0.10% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,033 | $252.5K | 0.03% | −698−14.8% | Reduced |
| William B. Walkup & Associates, Inc. | 4,037 | $252.7K | 0.16% | −30−0.7% | Reduced |
| Seven Mile Advisory | 4,038 | $252.8K | 0.17% | +29+0.7% | Added |
| CFM Wealth Partners LLC | 4,043 | $253.1K | 0.04% | −56−1.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,046 | $253.3K | 0.08% | +37+0.9% | Added |
| JFS Wealth Advisors, LLC | 4,060 | $254.2K | 0.02% | +1,751+75.8% | Added |
| David Loasby | 4,168 | $255.6K | 0.02% | +735+21.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,100 | $256.7K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,110 | $257.3K | 0.00% | −1,512−26.9% | Reduced |
| Navis Wealth Advisors, LLC | 4,111 | $257.3K | 0.28% | 00.0% | Unchanged |
| Cedrus LLC | 4,184 | $262.0K | 0.10% | −962−18.7% | Reduced |
| Richwood Investment Advisors, LLC | 4,207 | $263.4K | 0.22% | −300−6.7% | Reduced |
| Confluence Wealth Services, Inc. | 4,223 | $264.4K | 0.02% | +4,223 | New |
| Chemistry Wealth Management LLC | 4,226 | $264.6K | 0.06% | +41+1.0% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $265.3K | 0.01% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,250 | $266.1K | 0.03% | +4,250 | New |
| Keudell/Morrison Wealth Management | 4,253 | $266.2K | 0.07% | −622−12.8% | Reduced |
| Coastal Investment Advisors, Inc. | 4,050 | $267.4K | 0.12% | −7,337−64.4% | Reduced |
| Zions Bancorporation, N.A. | 4,279 | $267.9K | 0.02% | +621+17.0% | Added |
| Beacon Investment Advisory Services, Inc. | 4,286 | $268.3K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 4,304 | $269.4K | 0.21% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,316 | $270.0K | 0.12% | −72−1.6% | Reduced |
| Gray Wealth Management Inc. | 4,325 | $270.8K | 0.11% | +3+0.1% | Added |
| Avaii Wealth Management, LLC | 4,340 | $271.7K | 0.14% | −150−3.3% | Reduced |
| Vicus Capital | 4,344 | $272.0K | 0.02% | −1,979−31.3% | Reduced |
| Wintrust Investments LLC | 4,349 | $272.0K | 0.20% | −40,538−90.3% | Reduced |
| Prentice Wealth Management LLC | 4,408 | $275.9K | 0.08% | −52−1.2% | Reduced |
| Tarbox Family Office, Inc. | 4,432 | $277.5K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,441 | $278.0K | 0.05% | −15−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,458 | $279.1K | 0.14% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,470 | $279.8K | 0.14% | +4,470 | New |
| Regal Investment Advisors LLC | 4,478 | $280.3K | 0.02% | −14,796−76.8% | Reduced |
| O'Rourke & Company, Inc | 4,478 | $280.3K | 0.14% | −36−0.8% | Reduced |
| Gs Investments, Inc. | 4,499 | $281.6K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,516 | $282.7K | 0.04% | −292−6.1% | Reduced |
| ABN AMRO Bank N.V. | 4,566 | $284.2K | 0.00% | +4,566 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 4,547 | $284.6K | 0.09% | −265−5.5% | Reduced |
| TBH Global Asset Management, LLC | 4,553 | $285.0K | 0.06% | +19+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,576 | $286.0K | 0.00% | −271−5.6% | Reduced |
| Associated Banc-Corp | 4,624 | $289.5K | 0.01% | −84−1.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,196 | $289.6K | 0.17% | +4,196 | New |
| AlTi Global, Inc. | 4,647 | $290.9K | 0.01% | −2,953−38.9% | Reduced |
| Accel Wealth Management | 4,659 | $291.6K | 0.11% | −231−4.7% | Reduced |
| Evercore Wealth Management, LLC | 4,663 | $291.9K | 0.00% | −1,252−21.2% | Reduced |
| Capital Management Associates | 4,676 | $292.7K | 0.33% | −6,387−57.7% | Reduced |
| Keystone Financial Group | 4,685 | $293.3K | 0.04% | −200−4.1% | Reduced |
| Smith Thornton Advisors LLC | 4,688 | $293.5K | 0.19% | −135−2.8% | Reduced |
| Magnus Financial Group LLC | 4,696 | $293.9K | 0.03% | +114+2.5% | Added |
| Catalyst Financial Partners LLC | 4,697 | $294.0K | 0.06% | +305+6.9% | Added |
| EPG Wealth Management LLC | 4,726 | $295.9K | 0.07% | +4,726 | Added |
| Essex Savings Bank | 4,731 | $296.2K | 0.07% | +48+1.0% | Added |
| Palumbo Wealth Management LLC | 4,749 | $297.3K | 0.12% | +4,749 | New |
| Main Street Financial Solutions, LLC | 4,782 | $299.3K | 0.03% | −240−4.8% | Reduced |
| Anchor Capital Advisors LLC | 4,785 | $299.5K | 0.01% | −55−1.1% | Reduced |
| Childress Capital Advisors, LLC | 4,786 | $299.6K | 0.08% | +213+4.7% | Added |
| Calton & Associates, Inc. | 4,789 | $299.8K | 0.11% | −1,203−20.1% | Reduced |
| Zullo Investment Group, Inc. | 4,812 | $301.3K | 0.13% | +21+0.4% | Added |
| Steel Peak Wealth Management LLC | 4,825 | $302.0K | 0.01% | −117,592−96.1% | Reduced |
| Brass Tax Wealth Management, Inc | 4,827 | $302.2K | 0.06% | +13+0.3% | Added |
| Voya Financial Advisors, Inc. | 4,893 | $302.7K | 0.03% | +386+8.6% | Added |
| Old North State Trust, LLC | 4,835 | $303.0K | 0.25% | +474+10.9% | Added |
| Sightline Wealth Advisors, LLC | 4,845 | $303.3K | 0.17% | +35+0.7% | Added |
| Paulson Wealth Management Inc. | 4,897 | $306.6K | 0.08% | +62+1.3% | Added |
| Juncture Wealth Strategies, LLC | 4,898 | $306.6K | 0.12% | +1,200+32.4% | Added |
| Oldfield Partners LLP | 4,900 | $306.7K | 0.06% | −900−15.5% | Reduced |
| Berkeley Capital Partners, LLC | 4,904 | $307.0K | 0.09% | −34−0.7% | Reduced |
| FinTrust Capital Advisors, LLC | 4,937 | $309.1K | 0.05% | +149+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,941 | $309.2K | 0.04% | −16−0.3% | Reduced |
| Pingora Partners LLC | 4,945 | $309.6K | 0.22% | −185−3.6% | Reduced |
| Woodward Diversified Capital, LLC | 4,946 | $309.6K | 0.20% | −22−0.4% | Reduced |
| MBB Public Markets I LLC | 4,950 | $309.9K | 0.03% | −128,278−96.3% | Reduced |
| Atlas Brown,Inc. | 4,951 | $309.9K | 0.11% | −2,046−29.2% | Reduced |
| Tradewinds, LLC. | 4,953 | $310.0K | 0.10% | +446+9.9% | Added |
| Ambassador Advisors, LLC | 4,958 | $310.4K | 0.05% | −13−0.3% | Reduced |
| Flynn Zito Capital Management, LLC | 4,981 | $311.8K | 0.15% | +164+3.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $312.1K | 0.12% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,988 | $312.2K | 0.09% | +45+0.9% | Added |
| BOS Asset Management, LLC | 4,992 | $312.5K | 0.12% | +78+1.6% | Added |
| Lynch Asset Management, Inc. | 5,000 | $313.0K | 0.13% | −100−2.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $313.0K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,002 | $313.2K | 0.01% | +28+0.6% | Added |
| Marcum Wealth, LLC | 5,005 | $313.3K | 0.03% | −456−8.4% | Reduced |
| Onefund, LLC | 5,011 | $313.7K | 0.32% | +37+0.7% | Added |
| Pointe Capital Management LLC | 5,018 | $314.1K | 0.18% | −93−1.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,032 | $315.0K | 0.06% | −170−3.3% | Reduced |
| Martingale Asset Management L P | 5,042 | $315.6K | 0.01% | +5,042 | New |
| Madison Wealth Partners, Inc | 5,045 | $315.8K | 0.09% | −46−0.9% | Reduced |
| Principal Street Partners, LLC | 5,058 | $317.7K | 0.05% | −18−0.4% | Reduced |
| Eads & Heald Wealth Management | 5,086 | $318.0K | 0.15% | −240−4.5% | Reduced |
| Stock Yards Bank & Trust Co | 5,081 | $318.1K | 0.01% | −2,005−28.3% | Reduced |
| D'Orazio & Associates, Inc. | 5,091 | $318.7K | 0.05% | −259−4.8% | Reduced |
| Alta Advisers Ltd | 5,100 | $319.3K | 0.15% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,112 | $320.0K | 0.14% | −413−7.5% | Reduced |