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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 8,877 | $555.7K | 0.03% | −4,950−35.8% | Reduced |
| American Trust Investment Advisors, LLC | 8,905 | $557.5K | 0.23% | +8,905 | New |
| US Asset Management LLC | 8,110 | $559.0K | 0.49% | −96−1.2% | Reduced |
| Versor Investments LP | 9,000 | $563.4K | 0.09% | −24,000−72.7% | Reduced |
| Brave Asset Management Inc | 9,024 | $564.9K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,034 | $565.5K | 0.08% | +73+0.8% | Added |
| Hobbs Group Advisors, LLC | 9,038 | $565.8K | 0.20% | −2,864−24.1% | Reduced |
| Perritt Capital Management Inc | 9,128 | $571.4K | 0.29% | +64+0.7% | Added |
| AdvisorNet Financial, Inc | 9,163 | $573.6K | 0.04% | +713+8.4% | Added |
| Lindbrook Capital, LLC | 9,218 | $577.0K | 0.05% | +317+3.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,331 | $584.1K | 0.12% | −1,250−11.8% | Reduced |
| Cabot Wealth Management Inc | 9,343 | $584.9K | 0.07% | +84+0.9% | Added |
| Herold Advisors, Inc. | 9,386 | $587.6K | 0.13% | −600−6.0% | Reduced |
| Johnson Financial Group, Inc. | 9,427 | $590.1K | 0.03% | −1,391−12.9% | Reduced |
| Sage Mountain Advisors LLC | 9,429 | $590.2K | 0.05% | +4,928+109.5% | Added |
| My Legacy Advisors, LLC | 9,473 | $593.0K | 0.23% | −1,954−17.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,474 | $593.0K | 0.19% | +4,301+83.1% | Added |
| Concord Asset Management, LLC | 9,475 | $593.1K | 0.13% | +576+6.5% | Added |
| SeaBridge Investment Advisors LLC | 9,494 | $594.3K | 0.15% | −788−7.7% | Reduced |
| Black Swift Group, LLC | 9,500 | $594.7K | 0.13% | +3,585+60.6% | Added |
| Campbell & CO Investment Adviser LLC | 9,508 | $595.2K | 0.04% | +9,508 | New |
| J.W. Cole Advisors, Inc. | 9,508 | $595.2K | 0.02% | −525−5.2% | Reduced |
| FCG Investment Co | 9,511 | $595.4K | 0.39% | +638+7.2% | Added |
| Becker Capital Management Inc | 9,524 | $596.2K | 0.02% | −135−1.4% | Reduced |
| Hunter Associates Investment Management LLC | 9,514 | $598.0K | 0.09% | −2,026−17.6% | Reduced |
| Crestwood Advisors Group LLC | 9,558 | $598.4K | 0.01% | +221+2.4% | Added |
| Los Angeles Capital Management LLC | 9,560 | $598.5K | 0.00% | −1,722,619−99.4% | Reduced |
| Marco Investment Management LLC | 9,632 | $603.0K | 0.05% | 00.0% | Unchanged |
| Bank Hapoalim BM | 9,695 | $607.0K | 0.09% | −997−9.3% | Reduced |
| Thrive Wealth Management, LLC | 9,722 | $608.6K | 0.11% | −22−0.2% | Reduced |
| Titleist Asset Management, LLC | 9,745 | $610.0K | 0.09% | −695−6.7% | Reduced |
| First Dallas Securities Inc. | 9,764 | $611.2K | 0.26% | +9,764 | New |
| Tyche Wealth Partners LLC | 9,765 | $611.3K | 0.14% | −53−0.5% | Reduced |
| Aaron Wealth Advisors | 9,770 | $611.6K | 0.07% | +2,732+38.8% | Added |
| Intellectus Partners, LLC | 9,780 | $612.2K | 0.16% | +3,574+57.6% | Added |
| Oddo BHF Asset Management SAS | 9,804 | $613.7K | 0.03% | +9,804 | New |
| Kathmere Capital Management, LLC | 9,822 | $614.9K | 0.06% | +470+5.0% | Added |
| LRI Investments, LLC | 9,040 | $616.1K | 0.06% | +4,021+80.1% | Added |
| Private Trust Co NA | 9,904 | $620.0K | 0.06% | −897−8.3% | Reduced |
| Leo Wealth, LLC | 9,927 | $621.4K | 0.06% | −693−6.5% | Reduced |
| Humankind Investments LLC | 9,933 | $621.8K | 0.22% | +1,002+11.2% | Added |
| Deseret Mutual Benefit Administrators | 9,959 | $623.4K | 0.32% | −394−3.8% | Reduced |
| Clarius Group, LLC | 9,970 | $624.0K | 0.04% | −235−2.3% | Reduced |
| Quinn Opportunity Partners LLC | 9,979 | $624.7K | 0.06% | −145,500−93.6% | Reduced |
| Mayflower Financial Advisors, LLC | 10,018 | $627.1K | 0.09% | +3,083+44.5% | Added |
| Western Wealth Management, LLC | 10,037 | $628.3K | 0.04% | +66+0.7% | Added |
| Flagship Harbor Advisors, LLC | 10,040 | $628.5K | 0.03% | −689−6.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,078 | $630.9K | 0.31% | +454+4.7% | Added |
| Brown Brothers Harriman & Co | 10,211 | $639.2K | 0.00% | −411−3.9% | Reduced |
| Hexagon Capital Partners LLC | 10,230 | $640.4K | 0.13% | −1,454−12.4% | Reduced |
| SOL Capital Management CO | 10,280 | $644.0K | 0.07% | −745−6.8% | Reduced |
| GeoWealth Management, LLC | 10,288 | $644.0K | 0.02% | −326−3.1% | Reduced |
| Philadelphia Trust Co | 10,362 | $649.0K | 0.05% | +155+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 10,384 | $650.0K | 0.02% | +1,211+13.2% | Added |
| Geneos Wealth Management Inc. | 10,410 | $651.7K | 0.02% | +3,713+55.4% | Added |
| Westside Investment Management, Inc. | 10,496 | $657.5K | 0.14% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10,513 | $658.1K | 0.03% | −1,000−8.7% | Reduced |
| Gleason Group, Inc. | 10,518 | $658.5K | 0.12% | +61+0.6% | Added |
| Chiron Capital Management, LLC | 10,523 | $658.7K | 0.58% | −5,299−33.5% | Reduced |
| Investors Research Corp | 10,555 | $660.7K | 0.14% | −479−4.3% | Reduced |
| HBK Sorce Advisory LLC | 10,579 | $662.2K | 0.02% | −371−3.4% | Reduced |
| Personal Cfo Solutions, LLC | 10,661 | $667.4K | 0.09% | −126−1.2% | Reduced |
| Twelve Points Wealth Management LLC | 10,687 | $669.0K | 0.21% | +817+8.3% | Added |
| San Luis Wealth Advisors LLC | 10,685 | $669.0K | 0.14% | +5,815+119.4% | Added |
| Dynamic Advisor Solutions LLC | 10,744 | $672.6K | 0.02% | −169−1.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,822 | $677.5K | 0.15% | −683−5.9% | Reduced |
| Stephenson National Bank & Trust | 10,905 | $682.7K | 0.22% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,919 | $683.5K | 0.14% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,956 | $685.8K | 0.14% | +2,764+33.7% | Added |
| Spire Wealth Management | 10,973 | $686.9K | 0.02% | +203+1.9% | Added |
| Moss Adams Wealth Advisors LLC | 10,997 | $688.4K | 0.08% | +852+8.4% | Added |
| TCG Advisory Services, LLC | 11,009 | $689.2K | 0.03% | −2,881−20.7% | Reduced |
| First Commonwealth Financial Corp | 11,051 | $691.8K | 0.17% | −454−3.9% | Reduced |
| Graypoint LLC | 11,077 | $693.4K | 0.04% | −100−0.9% | Reduced |
| Concord Wealth Partners | 11,092 | $694.4K | 0.12% | +420+3.9% | Added |
| NVWM, LLC | 11,145 | $697.7K | 0.18% | +6,176+124.3% | Added |
| WCG Wealth Advisors LLC | 11,202 | $701.0K | 0.05% | +710+6.8% | Added |
| Philip James Wealth Mangement, LLC | 11,204 | $701.4K | 0.09% | +11,204 | New |
| Schnieders Capital Management LLC | 11,253 | $704.4K | 0.13% | +423+3.9% | Added |
| NorthRock Partners, LLC | 11,289 | $706.4K | 0.02% | −753−6.3% | Reduced |
| Fiduciary Trust Co | 11,295 | $707.1K | 0.01% | −114−1.0% | Reduced |
| Alexander Randolph Advisory, Inc. | 11,328 | $709.1K | 0.63% | −1,000−8.1% | Reduced |
| Rossmore Private Capital | 11,430 | $715.5K | 0.09% | +1,400+14.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,454 | $717.0K | 0.02% | +210+1.9% | Added |
| Washington Trust Bank | 11,457 | $717.2K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,465 | $717.7K | 0.11% | +225+2.0% | Added |
| WSFS Capital Management, LLC | 11,543 | $722.6K | 0.04% | +199+1.8% | Added |
| Benjamin Edwards Inc | 11,561 | $723.8K | 0.01% | +10,664+1,188.9% | Added |
| RMR Wealth Builders | 11,592 | $725.7K | 0.08% | +295+2.6% | Added |
| World Equity Group, Inc. | 11,602 | $726.3K | 0.26% | +387+3.5% | Added |
| Stonegate Investment Group, LLC | 11,717 | $733.5K | 0.02% | +2,723+30.3% | Added |
| Global Retirement Partners, LLC | 11,798 | $738.5K | 0.02% | −760−6.1% | Reduced |
| Ostrum Asset Management | 11,806 | $739.1K | 0.06% | +144+1.2% | Added |
| Csenge Advisory Group | 11,276 | $741.3K | 0.04% | +344+3.1% | Added |
| Fullcircle Wealth LLC | 11,561 | $741.8K | 0.33% | +1,966+20.5% | Added |
| Chilton Capital Management LLC | 11,880 | $743.7K | 0.03% | −104−0.9% | Reduced |
| Loomis Sayles & Co L P | 11,954 | $748.0K | 0.00% | +5,816+94.8% | Added |
| Change Path, LLC | 11,986 | $750.3K | 0.03% | +8,197+216.3% | Added |
| Navellier & Associates Inc | 11,998 | $751.1K | 0.10% | −3,278−21.5% | Reduced |
| Ping Capital Management, Inc. | 12,000 | $751.2K | 0.42% | +1,000+9.1% | Added |