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 |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | 5,121 | $320.6K | 0.06% | −765−13.0% | Reduced |
| Foster & Motley Inc | 5,134 | $321.0K | 0.02% | −566−9.9% | Reduced |
| Quotient Wealth Partners, LLC | 5,167 | $323.5K | 0.01% | −385−6.9% | Reduced |
| Gilbert & Cook, Inc. | 5,173 | $323.8K | 0.04% | −21−0.4% | Reduced |
| Flputnam Investment Management Co | 4,605 | $324.5K | 0.01% | −593−11.4% | Reduced |
| Chapin Davis, Inc. | 5,229 | $327.3K | 0.11% | −1,900−26.7% | Reduced |
| VisionPoint Advisory Group, LLC | 5,230 | $327.4K | 0.11% | +1,666+46.7% | Added |
| Samalin Investment Counsel, LLC | 5,235 | $327.7K | 0.14% | +311+6.3% | Added |
| First Nebraska Trust Co | 5,239 | $328.0K | 0.03% | −526−9.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,245 | $328.4K | 0.03% | +327+6.6% | Added |
| Kovack Advisors, Inc. | 5,264 | $329.5K | 0.03% | −22,862−81.3% | Reduced |
| RBF Capital, LLC | 5,200 | $330.0K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 5,310 | $332.0K | 0.05% | +352+7.1% | Added |
| NBC Securities, Inc. | 5,323 | $333.0K | 0.03% | −360−6.3% | Reduced |
| Wesbanco Bank Inc | 5,329 | $333.6K | 0.01% | −20−0.4% | Reduced |
| Everpar Advisors LLC | 5,349 | $334.8K | 0.17% | +93+1.8% | Added |
| ISAM Funds (UK) Ltd | 5,362 | $335.7K | 0.19% | +5,362 | New |
| First Citizens Bank & Trust Co | 5,418 | $339.2K | 0.01% | +246+4.8% | Added |
| ASB Consultores, LLC | 5,488 | $343.5K | 0.14% | +304+5.9% | Added |
| Nwam LLC | 5,493 | $343.9K | 0.02% | +7+0.1% | Added |
| Gradient Investments LLC | 5,496 | $344.1K | 0.01% | −813−12.9% | Reduced |
| SJS Investment Consulting Inc. | 5,498 | $344.2K | 0.06% | +65+1.2% | Added |
| Twin Focus Capital Partners, LLC | 5,508 | $344.8K | 0.05% | −1,000−15.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,523 | $345.7K | 0.05% | +253+4.8% | Added |
| Hancock Whitney Corp | 5,544 | $347.1K | 0.01% | +382+7.4% | Added |
| TrueWealth Advisors, LLC | 5,548 | $347.3K | 0.12% | +480+9.5% | Added |
| Cassaday & Co Wealth Management LLC | 5,555 | $347.7K | 0.01% | −836−13.1% | Reduced |
| Intelligence Driven Advisers, LLC | 5,555 | $347.7K | 0.05% | −280−4.8% | Reduced |
| Callan Capital, LLC | 5,590 | $350.0K | 0.02% | +349+6.7% | Added |
| Harbour Investments, Inc. | 5,592 | $350.1K | 0.01% | −487−8.0% | Reduced |
| Gateway Advisory, LLC | 5,605 | $350.9K | 0.06% | +105+1.9% | Added |
| Running Point Capital Advisors, LLC | 5,617 | $351.6K | 0.14% | −1,500−21.1% | Reduced |
| Northwest Bancshares, Inc. | 5,644 | $353.3K | 0.06% | −33−0.6% | Reduced |
| Gries Financial LLC | 5,649 | $353.6K | 0.07% | −351−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,651 | $353.8K | 0.00% | −2,524−30.9% | Reduced |
| Mission Wealth Management, LP | 5,652 | $353.8K | 0.01% | +122+2.2% | Added |
| Gables Capital Management Inc. | 5,675 | $355.3K | 0.18% | +2,075+57.6% | Added |
| Tocqueville Asset Management L.P. | 5,689 | $356.1K | 0.01% | −256−4.3% | Reduced |
| MONECO Advisors, LLC | 5,696 | $356.6K | 0.04% | +154+2.8% | Added |
| Perennial Investment Advisors, LLC | 5,705 | $357.1K | 0.05% | −349−5.8% | Reduced |
| IFG Advisors, LLC | 5,713 | $357.7K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,717 | $357.9K | 0.03% | −290−4.8% | Reduced |
| Quent Capital, LLC | 5,731 | $358.2K | 0.04% | +138+2.5% | Added |
| Bokf, NA | 5,845 | $358.4K | 0.01% | −13−0.2% | Reduced |
| ELCO Management Co., LLC | 5,774 | $361.5K | 0.19% | +1,934+50.4% | Added |
| Capital Investment Advisory Services, LLC | 5,793 | $362.6K | 0.03% | −479−7.6% | Reduced |
| Rakuten Securities, Inc. | 5,814 | $364.0K | 0.16% | −85−1.4% | Reduced |
| TTP Investments, Inc. | 5,853 | $366.4K | 0.13% | +272+4.9% | Added |
| Skopos Labs, Inc. | 5,871 | $367.5K | 0.12% | +1,658+39.4% | Added |
| Clear Street Markets LLC | 5,900 | $369.0K | 0.24% | +1,000+20.4% | Added |
| Jeppson Wealth Management, LLC | 5,898 | $369.2K | 0.13% | +31+0.5% | Added |
| Cromwell Holdings LLC | 5,927 | $371.0K | 0.24% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,944 | $372.1K | 0.05% | +37+0.6% | Added |
| MSH Capital Advisors LLC | 5,960 | $373.1K | 0.11% | −1,293−17.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,970 | $373.7K | 0.11% | −190−3.1% | Reduced |
| Shell Asset Management Co | 6,009 | $376.0K | 0.02% | +6,009 | New |
| Financial Advocates Investment Management | 6,077 | $380.4K | 0.02% | +10+0.2% | Added |
| Focus Financial Network, Inc. | 6,082 | $380.7K | 0.02% | −363−5.6% | Reduced |
| Founders Financial Alliance, LLC | 6,110 | $382.5K | 0.11% | +30+0.5% | Added |
| Field & Main Bank | 6,113 | $382.7K | 0.14% | −100−1.6% | Reduced |
| NBT Bank N A | 6,115 | $382.8K | 0.03% | −3,905−39.0% | Reduced |
| Wealth Alliance | 6,127 | $383.5K | 0.05% | +28+0.5% | Added |
| Simon Quick Advisors, LLC | 6,139 | $384.3K | 0.02% | +596+10.8% | Added |
| Main Street Research LLC | 6,142 | $384.5K | 0.02% | +254+4.3% | Added |
| Sym Financial Corp | 6,149 | $384.9K | 0.05% | +344+5.9% | Added |
| Avidian Wealth Solutions, LLC | 6,149 | $384.9K | 0.02% | +69+1.1% | Added |
| Fortis Advisors, LLC | 6,150 | $385.0K | 0.25% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 6,161 | $385.7K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,175 | $386.6K | 0.12% | +1,730+38.9% | Added |
| Bard Financial Services, Inc. | 6,195 | $387.8K | 0.05% | −1,750−22.0% | Reduced |
| LexAurum Advisors, LLC | 6,207 | $388.5K | 0.09% | +125+2.1% | Added |
| Insight Advisors, LLC | 6,209 | $388.7K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 6,221 | $389.4K | 0.07% | +125+2.1% | Added |
| Altfest L J & Co Inc | 6,230 | $390.0K | 0.05% | +217+3.6% | Added |
| Banque Pictet & Cie SA | 6,240 | $390.6K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,254 | $391.5K | 0.09% | +1,029+19.7% | Added |
| Cim Investment Mangement Inc | 6,296 | $394.1K | 0.12% | −114−1.8% | Reduced |
| Goldstone Financial Group, LLC | 6,363 | $398.3K | 0.07% | +1,190+23.0% | Added |
| Northern Financial Advisors Inc | 6,389 | $400.0K | 0.30% | +361+6.0% | Added |
| Shepherd Financial Partners LLC | 6,481 | $405.7K | 0.05% | +9+0.1% | Added |
| Elmwood Wealth Management, Inc. | 6,500 | $406.9K | 0.17% | −75−1.1% | Reduced |
| Cladis Investment Advisory, LLC | 6,511 | $407.6K | 0.28% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,525 | $408.5K | 0.22% | −433−6.2% | Reduced |
| Greenfield Savings Bank | 6,546 | $409.8K | 0.19% | −284−4.2% | Reduced |
| Fiducient Advisors LLC | 6,557 | $410.5K | 0.05% | −125−1.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,369 | $410.8K | 0.20% | +296+4.9% | Added |
| Prossimo Advisors, LLC | 6,565 | $411.0K | 0.30% | +335+5.4% | Added |
| Choate Investment Advisors | 6,566 | $411.0K | 0.01% | +6,566 | New |
| Sabal Trust CO | 6,584 | $412.2K | 0.02% | +6,584 | New |
| One Wealth Advisors, LLC | 6,585 | $412.2K | 0.06% | −6−0.1% | Reduced |
| Cowa, LLC | 6,610 | $413.8K | 0.20% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,625 | $414.8K | 0.09% | −98−1.5% | Reduced |
| Gateway Investment Advisers LLC | 6,664 | $417.2K | 0.00% | −1,024−13.3% | Reduced |
| Wallace Advisory Group, LLC | 6,582 | $417.7K | 0.31% | −217−3.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,707 | $419.9K | 0.02% | +6,707 | New |
| Bartlett & Co. Wealth Management LLC | 6,714 | $420.3K | 0.01% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 6,743 | $422.1K | 0.12% | −92−1.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,771 | $424.0K | 0.33% | +37+0.5% | Added |
| Family Legacy, Inc. | 6,780 | $424.4K | 0.14% | +450+7.1% | Added |
| Washington Capital Management Inc | 6,785 | $424.7K | 0.33% | 00.0% | Unchanged |