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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 12,156 | $761.0K | 0.08% | +1,007+9.0% | Added |
| Diversify Advisory Services, LLC | 12,000 | $762.7K | 0.04% | +2,600+27.7% | Added |
| Nilsine Partners, LLC | 12,205 | $764.0K | 0.10% | −256−2.1% | Reduced |
| Coastwise Capital Group, LLC | 12,246 | $766.6K | 0.63% | −137−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 12,328 | $771.7K | 0.06% | +2,730+28.4% | Added |
| Shikiar Asset Management Inc | 12,438 | $779.0K | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 12,458 | $779.8K | 0.08% | −858−6.4% | Reduced |
| Trajan Wealth LLC | 12,464 | $780.2K | 0.05% | −140−1.1% | Reduced |
| Manchester Capital Management LLC | 12,466 | $780.3K | 0.09% | −30−0.2% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $782.5K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 12,559 | $786.2K | 0.10% | +1,965+18.5% | Added |
| Asset Dedication, LLC | 12,580 | $787.5K | 0.05% | −125−1.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 12,582 | $787.6K | 0.12% | +2,474+24.5% | Added |
| MWA Asset Management | 12,585 | $787.8K | 0.52% | +173+1.4% | Added |
| Frank, Rimerman Advisors LLC | 12,608 | $789.3K | 0.06% | +226+1.8% | Added |
| Inceptionr LLC | 12,629 | $790.6K | 0.19% | +5,502+77.2% | Added |
| Lazari Capital Management, Inc. | 12,638 | $791.1K | 0.34% | −588−4.4% | Reduced |
| Affinity Investment Advisors, LLC | 12,693 | $794.6K | 0.55% | −9−0.1% | Reduced |
| Verdence Capital Advisors LLC | 12,696 | $794.8K | 0.06% | −97−0.8% | Reduced |
| Johnson Investment Counsel Inc | 12,774 | $799.7K | 0.01% | +5,274+70.3% | Added |
| Privium Fund Management B.V. | 12,804 | $801.5K | 0.20% | +326+2.6% | Added |
| Haverford Trust Co | 12,907 | $808.0K | 0.01% | −525−3.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 13,144 | $816.0K | 0.01% | −3,978−23.2% | Reduced |
| CX Institutional | 13,053 | $817.1K | 0.04% | −258−1.9% | Reduced |
| Twinbeech Capital LP | 13,062 | $817.7K | 0.02% | −145,097−91.7% | Reduced |
| Cookson Peirce & Co Inc | 13,064 | $817.8K | 0.04% | −971−6.9% | Reduced |
| BKM Wealth Management, LLC | 13,065 | $817.9K | 0.33% | −707−5.1% | Reduced |
| Fort Sheridan Advisors LLC | 13,178 | $824.9K | 0.13% | −281−2.1% | Reduced |
| Triangle Securities Wealth Management | 13,263 | $830.3K | 0.21% | −113−0.8% | Reduced |
| Intrust Bank NA | 13,338 | $835.0K | 0.08% | +935+7.5% | Added |
| Diversify Wealth Management, LLC | 13,262 | $836.8K | 0.08% | −293−2.2% | Reduced |
| Stoneridge Investment Partners LLC | 13,381 | $838.0K | 0.31% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,393 | $838.5K | 0.03% | −33,683−71.6% | Reduced |
| Fusion Capital, LLC | 13,453 | $842.2K | 0.36% | +2,002+17.5% | Added |
| Sandy Spring Bank | 13,544 | $847.8K | 0.03% | −1,072−7.3% | Reduced |
| Gladstone Institutional Advisory LLC | 13,637 | $853.7K | 0.04% | +1,984+17.0% | Added |
| Summit Financial, LLC | 13,662 | $855.2K | 0.03% | −650−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 13,600 | $863.1K | 0.01% | +6,325+86.9% | Added |
| Breakwater Capital Group | 13,914 | $871.0K | 0.18% | +842+6.4% | Added |
| Quadcap Wealth Management, LLC | 13,941 | $872.7K | 0.14% | −103−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 14,040 | $878.9K | 0.14% | −183−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $884.8K | 0.05% | +10,339+272.4% | Added |
| Power Wealth Management LLC | 14,186 | $888.0K | 0.38% | +1,581+12.5% | Added |
| Fulton Bank, N.A. | 14,242 | $891.5K | 0.03% | +258+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,300 | $895.2K | 0.57% | −200−1.4% | Reduced |
| Conning Inc. | 14,350 | $898.3K | 0.03% | −156−1.1% | Reduced |
| Modern Wealth Management, LLC | 14,359 | $898.8K | 0.06% | +215+1.5% | Added |
| Evergreen Capital Management LLC | 14,435 | $903.6K | 0.03% | −1,178−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 14,461 | $905.3K | 0.04% | −692−4.6% | Reduced |
| Widmann Financial Services, Inc. | 14,467 | $905.6K | 0.69% | −656−4.3% | Reduced |
| LM Advisors LLC | 14,490 | $907.0K | 0.18% | −2,492−14.7% | Reduced |
| Fox Run Management, L.L.C. | 14,547 | $910.6K | 0.20% | +14,547 | New |
| Citizens Financial Group Inc | 14,549 | $910.8K | 0.02% | +2,790+23.7% | Added |
| Mosley Wealth Management | 14,732 | $910.9K | 0.62% | +1,932+15.1% | Added |
| Proequities, Inc. | 14,658 | $917.6K | 0.05% | −919−5.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,685 | $919.3K | 0.17% | +14,685 | New |
| Trust Point Inc. | 14,842 | $929.1K | 0.07% | −822−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 14,792 | $933.4K | 0.03% | −1,973−11.8% | Reduced |
| Guardian Investment Management | 14,990 | $938.4K | 0.81% | −1,300−8.0% | Reduced |
| Intrinsic Value Partners, LLC | 15,025 | $940.6K | 0.94% | −52−0.3% | Reduced |
| LifePlan Financial, LLC | 15,033 | $941.1K | 0.81% | −478−3.1% | Reduced |
| InTrack Investment Management Inc | 15,065 | $943.1K | 0.67% | −3,894−20.5% | Reduced |
| Checchi Capital Advisers, LLC | 15,073 | $943.6K | 0.07% | +46+0.3% | Added |
| DMG Group, LLC | 15,161 | $949.1K | 0.77% | +301+2.0% | Added |
| Excalibur Management Corp | 15,261 | $955.3K | 0.36% | +145+1.0% | Added |
| Wedmont Private Capital | 15,293 | $957.3K | 0.05% | +722+5.0% | Added |
| Somerset Trust Co | 15,314 | $958.7K | 0.36% | −71−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 15,326 | $958.8K | 0.03% | +2,043+15.4% | Added |
| Good Life Advisors, LLC | 15,356 | $961.2K | 0.06% | +9,323+154.5% | Added |
| Shelton Wealth Management, LLC | 15,415 | $965.0K | 0.55% | +1,801+13.2% | Added |
| Phoenix Holdings Ltd. | 15,493 | $972.0K | 0.01% | −3,297−17.5% | Reduced |
| Smartleaf Asset Management LLC | 15,744 | $974.1K | 0.12% | +3,626+29.9% | Added |
| Ransom Advisory, Ltd | 15,564 | $974.3K | 0.46% | −235−1.5% | Reduced |
| Northeast Financial Consultants Inc | 15,626 | $978.2K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 15,679 | $981.5K | 0.33% | −917−5.5% | Reduced |
| NewEdge Wealth, LLC | 15,685 | $981.9K | 0.02% | +4,800+44.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $986.6K | 0.20% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 15,765 | $986.9K | 0.39% | +15,765 | New |
| Paragon Capital Management LLC | 15,772 | $987.3K | 0.51% | −302−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 15,917 | $993.0K | 0.09% | −5,086−24.2% | Reduced |
| Tiaa Trust, National Association | 15,926 | $997.0K | 0.00% | −284,527−94.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 15,960 | $999.1K | 0.38% | +10,133+173.9% | Added |
| Moors & Cabot, Inc. | 15,966 | $999.4K | 0.05% | −1,381−8.0% | Reduced |
| Paradigm Financial Partners, LLC | 14,623 | $1.01M | 0.14% | −759−4.9% | Reduced |
| Ignite Planners, LLC | 16,113 | $1.01M | 0.23% | −310−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 16,129 | $1.01M | 0.10% | −2,396−12.9% | Reduced |
| Ausdal Financial Partners, Inc. | 16,129 | $1.01M | 0.11% | −464−2.8% | Reduced |
| Cito Capital Group, LLC | 16,151 | $1.01M | 0.38% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,186 | $1.01M | 0.02% | +1,619+11.1% | Added |
| Buckingham Strategic Partners | 16,240 | $1.02M | 0.02% | −685−4.0% | Reduced |
| CWA Asset Management Group, LLC | 16,257 | $1.02M | 0.05% | +16,257 | New |
| Mutual Advisors, LLC | 16,163 | $1.02M | 0.03% | +458+2.9% | Added |
| Accurate Wealth Management, LLC | 16,302 | $1.02M | 0.21% | +6,723+70.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,386 | $1.03M | 0.09% | +122+0.8% | Added |
| Wellington Shields Capital Management, LLC | 16,401 | $1.03M | 0.18% | −21,332−56.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,438 | $1.03M | 0.04% | −2,447−13.0% | Reduced |
| Zuckerman Investment Group, LLC | 16,462 | $1.03M | 0.11% | +12+0.1% | Added |
| Jmac Enterprises LLC | 16,469 | $1.03M | 0.16% | +1,897+13.0% | Added |
| Tandem Capital Management Corp | 16,473 | $1.03M | 0.54% | −3,010−15.4% | Reduced |
| Commerzbank Aktiengesellschaft | 16,473 | $1.03M | 0.03% | +3,072+22.9% | Added |