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 |
|---|---|---|---|---|---|
| Next Level Private LLC | 6,795 | $425.4K | 0.17% | −942−12.2% | Reduced |
| Certified Advisory Corp | 6,818 | $426.8K | 0.05% | −290−4.1% | Reduced |
| Aviso Wealth Management | 6,827 | $427.3K | 0.23% | −3,769−35.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,844 | $428.4K | 0.06% | −72−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $429.4K | 0.10% | 00.0% | Unchanged |
| Winton Group Ltd | 6,871 | $430.1K | 0.03% | −8,456−55.2% | Reduced |
| Stablepoint Partners, LLC | 6,877 | $430.5K | 0.08% | +628+10.0% | Added |
| 9258 Wealth Management, LLC | 6,896 | $431.7K | 0.06% | −570−7.6% | Reduced |
| Wealth Management Partners, LLC | 6,934 | $434.1K | 0.20% | +6,934 | New |
| SevenBridge Financial Group, LLC | 6,224 | $434.4K | 0.08% | −535−7.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,957 | $435.5K | 0.04% | +1,583+29.5% | Added |
| Merit Financial Group, LLC | 6,957 | $435.5K | 0.01% | −13,078−65.3% | Reduced |
| Continuum Advisory, LLC | 6,399 | $436.1K | 0.06% | +340+5.6% | Added |
| Wall Street Access Asset Management, LLC | 6,970 | $436.3K | 0.17% | +10.0% | Added |
| Moneta Group Investment Advisors LLC | 7,008 | $438.7K | 0.01% | −684−8.9% | Reduced |
| CVA Family Office, LLC | 7,024 | $439.7K | 0.07% | +57+0.8% | Added |
| Modera Wealth Management, LLC | 7,066 | $442.3K | 0.01% | −1,191−14.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,066 | $443.0K | 0.04% | +1,521+27.4% | Added |
| Sargent Investment Group, LLC | 7,077 | $443.0K | 0.08% | +19+0.3% | Added |
| Cornerstone Wealth Management, LLC | 7,081 | $443.2K | 0.03% | −469−6.2% | Reduced |
| West Family Investments, Inc. | 7,086 | $443.6K | 0.15% | +692+10.8% | Added |
| Hayek Kallen Investment Management | 7,094 | $444.0K | 0.16% | +211+3.1% | Added |
| Dearborn Partners LLC | 7,115 | $445.4K | 0.02% | +7,115 | New |
| Mengis Capital Management, Inc. | 7,134 | $446.6K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,152 | $447.8K | 0.03% | +74+1.0% | Added |
| Silverlake Wealth Management LLC | 7,192 | $450.2K | 0.17% | +179+2.6% | Added |
| Carnegie Capital Asset Management, LLC | 7,199 | $450.7K | 0.01% | −800−10.0% | Reduced |
| Elkhorn Partners Limited Partnership | 7,200 | $451.0K | 0.29% | +800+12.5% | Added |
| Hodges Capital Management Inc. | 7,221 | $452.0K | 0.03% | +7,221 | New |
| Proathlete Wealth Management LLC | 7,253 | $454.0K | 0.19% | −76−1.0% | Reduced |
| FNY Investment Advisers, LLC | 7,280 | $455.0K | 0.22% | +1,845+33.9% | Added |
| TrinityPoint Wealth, LLC | 7,288 | $456.2K | 0.07% | +23+0.3% | Added |
| Rehmann Capital Advisory Group | 7,385 | $456.6K | 0.03% | −8,361−53.1% | Reduced |
| Exencial Wealth Advisors, LLC | 7,317 | $458.0K | 0.02% | −1,171−13.8% | Reduced |
| First National Bank | 7,325 | $458.5K | 0.32% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,404 | $463.5K | 0.23% | −211−2.8% | Reduced |
| Wealth Management Associates, Inc. | 7,416 | $464.3K | 0.20% | +7,416 | New |
| Capital Square, LLC | 7,472 | $467.7K | 0.28% | +61+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 7,478 | $468.1K | 0.03% | −92,940−92.6% | Reduced |
| Brighton Jones LLC | 7,491 | $468.9K | 0.02% | −9−0.1% | Reduced |
| North Star Investment Management Corp. | 7,503 | $469.7K | 0.03% | −382−4.8% | Reduced |
| Diker Management LLC | 7,509 | $470.1K | 0.38% | 00.0% | Unchanged |
| Marest Capital, LLC | 7,515 | $470.4K | 0.40% | +65+0.9% | Added |
| Opinicus Capital, Inc. | 7,544 | $472.2K | 0.38% | +112+1.5% | Added |
| Delta Asset Management LLC | 7,548 | $472.5K | 0.04% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 7,563 | $473.4K | 0.23% | −28−0.4% | Reduced |
| L2 Asset Management, LLC | 7,566 | $473.6K | 0.13% | +256+3.5% | Added |
| CFO4Life Group, LLC | 7,590 | $475.1K | 0.08% | +175+2.4% | Added |
| MCF Advisors LLC | 7,594 | $475.4K | 0.03% | +21+0.3% | Added |
| KCM Investment Advisors LLC | 7,625 | $477.3K | 0.02% | +71+0.9% | Added |
| Keel Point, LLC | 7,629 | $477.6K | 0.04% | −367−4.6% | Reduced |
| Landscape Capital Management, L.L.C. | 7,645 | $478.6K | 0.05% | +7,645 | New |
| Watts Gwilliam & Co., LLC | 7,569 | $478.7K | 0.10% | +7,569 | New |
| Waldron Private Wealth LLC | 7,663 | $479.7K | 0.02% | −3,297−30.1% | Reduced |
| Carnegie Lake Advisors LLC | 7,732 | $484.0K | 0.19% | +7,732 | New |
| Investors Asset Management of Georgia Inc | 7,752 | $485.3K | 0.23% | −100−1.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,760 | $485.8K | 0.12% | −138−1.7% | Reduced |
| CBOE Vest Financial, LLC | 7,805 | $488.6K | 0.01% | +7,805 | New |
| Quadrant Capital Group LLC | 7,861 | $492.1K | 0.03% | −276−3.4% | Reduced |
| Parsons Capital Management Inc | 7,867 | $492.5K | 0.03% | +101+1.3% | Added |
| Planning Capital Management Corp | 7,871 | $492.7K | 0.33% | −3,351−29.9% | Reduced |
| BSW Wealth Partners | 7,902 | $494.7K | 0.07% | +308+4.1% | Added |
| FIL Ltd | 7,906 | $494.9K | 0.00% | +868+12.3% | Added |
| Harmony Asset Management LLC | 8,000 | $500.8K | 0.18% | +3,770+89.1% | Added |
| Simmons Bank | 8,037 | $503.1K | 0.04% | −60−0.7% | Reduced |
| First City Capital Management, Inc. | 8,048 | $503.8K | 0.26% | −760−8.6% | Reduced |
| Balanced Rock Investment Advisor | 8,089 | $506.4K | 0.40% | −283−3.4% | Reduced |
| Seelaus Asset Management LLC | 8,096 | $506.8K | 0.46% | +1,245+18.2% | Added |
| Integrity Financial Corp | 8,105 | $507.4K | 0.30% | +3,000+58.8% | Added |
| Journey Strategic Wealth LLC | 8,148 | $510.1K | 0.02% | −6,553−44.6% | Reduced |
| LVZ Advisors, Inc. | 8,148 | $510.1K | 0.07% | +2,020+33.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,153 | $510.4K | 0.14% | −7,888−49.2% | Reduced |
| Brookstone Capital Management | 8,178 | $511.9K | 0.01% | +2,274+38.5% | Added |
| Larson Financial Group LLC | 8,195 | $513.0K | 0.03% | +3,619+79.1% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $515.5K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8,265 | $517.4K | 0.01% | +461+5.9% | Added |
| First PREMIER Bank | 8,335 | $522.0K | 0.13% | −1,983−19.2% | Reduced |
| RFG Advisory, LLC | 8,392 | $525.3K | 0.02% | −446−5.0% | Reduced |
| Independence Bank of Kentucky | 8,393 | $525.4K | 0.11% | +6,480+338.7% | Added |
| Acorn Financial Advisory Services Inc | 8,411 | $526.5K | 0.09% | +42+0.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,502 | $532.2K | 0.38% | +8,502 | New |
| 626 Financial, LLC | 8,517 | $533.1K | 0.30% | +19+0.2% | Added |
| La Banque Postale Asset Management SA | 8,537 | $534.4K | 0.01% | −83,965−90.8% | Reduced |
| Wealthspire Advisors, LLC | 8,571 | $536.6K | 0.01% | +4,594+115.5% | Added |
| Centaurus Financial, Inc. | 8,594 | $538.0K | 0.03% | +842+10.9% | Added |
| Cohen Investment Advisors LLC | 8,597 | $538.2K | 0.33% | −32,384−79.0% | Reduced |
| Gallacher Capital Management LLC | 8,601 | $538.4K | 0.25% | +8,601 | New |
| Beta Wealth Group, Inc. | 8,621 | $539.7K | 0.24% | +406+4.9% | Added |
| Powell Investment Advisors, LLC | 8,628 | $540.1K | 0.25% | +159+1.9% | Added |
| Abn Amro Investment Solutions | 8,654 | $541.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,685 | $543.7K | 0.21% | −116−1.3% | Reduced |
| Alterna Wealth Management, Inc | 8,690 | $544.0K | 0.49% | +500+6.1% | Added |
| Catalytic Wealth RIA, LLC | 8,769 | $548.9K | 0.10% | +1,103+14.4% | Added |
| Mount Vernon Associates Inc | 8,770 | $549.0K | 0.44% | −500−5.4% | Reduced |
| Connective Portfolio Management, LLC | 3,800 | $549.1K | 1.07% | −9,200−70.8% | Reduced |
| Steinberg Asset Management LLC | 8,782 | $549.8K | 0.42% | 00.0% | Unchanged |
| Gibbs Wealth Management | 8,798 | $550.7K | 0.18% | +1,507+20.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,800 | $550.9K | 0.33% | −50−0.6% | Reduced |
| Wealth Effects LLC | 8,850 | $554.0K | 0.19% | −650−6.8% | Reduced |
| Marshall Wace, LLP | 8,876 | $555.6K | 0.00% | −136,783−93.9% | Reduced |