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
- 1,791
- +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
- 698 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 16,163 | $1.02M | 0.03% | +458+2.9% | Added |
| CWA Asset Management Group, LLC | 16,257 | $1.02M | 0.05% | +16,257 | New |
| Buckingham Strategic Partners | 16,240 | $1.02M | 0.02% | −685−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 16,186 | $1.01M | 0.02% | +1,619+11.1% | Added |
| Cito Capital Group, LLC | 16,151 | $1.01M | 0.38% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,129 | $1.01M | 0.11% | −464−2.8% | Reduced |
| Canandaigua National Bank & Trust Co | 16,129 | $1.01M | 0.10% | −2,396−12.9% | Reduced |
| Ignite Planners, LLC | 16,113 | $1.01M | 0.23% | −310−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 14,623 | $1.01M | 0.14% | −759−4.9% | Reduced |
| Moors & Cabot, Inc. | 15,966 | $999.4K | 0.05% | −1,381−8.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 15,960 | $999.1K | 0.38% | +10,133+173.9% | Added |
| Tiaa Trust, National Association | 15,926 | $997.0K | 0.00% | −284,527−94.7% | Reduced |
| Arete Wealth Advisors, LLC | 15,917 | $993.0K | 0.09% | −5,086−24.2% | Reduced |
| Paragon Capital Management LLC | 15,772 | $987.3K | 0.51% | −302−1.9% | Reduced |
| Machina Capital S.A.S. | 15,765 | $986.9K | 0.39% | +15,765 | New |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $986.6K | 0.20% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 15,685 | $981.9K | 0.02% | +4,800+44.1% | Added |
| Legacy Capital Group California, Inc. | 15,679 | $981.5K | 0.33% | −917−5.5% | Reduced |
| Northeast Financial Consultants Inc | 15,626 | $978.2K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 15,564 | $974.3K | 0.46% | −235−1.5% | Reduced |
| Smartleaf Asset Management LLC | 15,744 | $974.1K | 0.12% | +3,626+29.9% | Added |
| Phoenix Holdings Ltd. | 15,493 | $972.0K | 0.01% | −3,297−17.5% | Reduced |
| Shelton Wealth Management, LLC | 15,415 | $965.0K | 0.55% | +1,801+13.2% | Added |
| Good Life Advisors, LLC | 15,356 | $961.2K | 0.06% | +9,323+154.5% | Added |
| Concurrent Investment Advisors, LLC | 15,326 | $958.8K | 0.03% | +2,043+15.4% | Added |
| Somerset Trust Co | 15,314 | $958.7K | 0.36% | −71−0.5% | Reduced |
| Wedmont Private Capital | 15,293 | $957.3K | 0.05% | +722+5.0% | Added |
| Excalibur Management Corp | 15,261 | $955.3K | 0.36% | +145+1.0% | Added |
| DMG Group, LLC | 15,161 | $949.1K | 0.77% | +301+2.0% | Added |
| Checchi Capital Advisers, LLC | 15,073 | $943.6K | 0.07% | +46+0.3% | Added |
| InTrack Investment Management Inc | 15,065 | $943.1K | 0.67% | −3,894−20.5% | Reduced |
| LifePlan Financial, LLC | 15,033 | $941.1K | 0.81% | −478−3.1% | Reduced |
| Intrinsic Value Partners, LLC | 15,025 | $940.6K | 0.94% | −52−0.3% | Reduced |
| Guardian Investment Management | 14,990 | $938.4K | 0.81% | −1,300−8.0% | Reduced |
| Chicago Partners Investment Group LLC | 14,792 | $933.4K | 0.03% | −1,973−11.8% | Reduced |
| Trust Point Inc. | 14,842 | $929.1K | 0.07% | −822−5.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,685 | $919.3K | 0.17% | +14,685 | New |
| Proequities, Inc. | 14,658 | $917.6K | 0.05% | −919−5.9% | Reduced |
| Mosley Wealth Management | 14,732 | $910.9K | 0.62% | +1,932+15.1% | Added |
| Citizens Financial Group Inc | 14,549 | $910.8K | 0.02% | +2,790+23.7% | Added |
| Fox Run Management, L.L.C. | 14,547 | $910.6K | 0.20% | +14,547 | New |
| LM Advisors LLC | 14,490 | $907.0K | 0.18% | −2,492−14.7% | Reduced |
| Widmann Financial Services, Inc. | 14,467 | $905.6K | 0.69% | −656−4.3% | Reduced |
| Lake Street Advisors Group, LLC | 14,461 | $905.3K | 0.04% | −692−4.6% | Reduced |
| Evergreen Capital Management LLC | 14,435 | $903.6K | 0.03% | −1,178−7.5% | Reduced |
| Modern Wealth Management, LLC | 14,359 | $898.8K | 0.06% | +215+1.5% | Added |
| Conning Inc. | 14,350 | $898.3K | 0.03% | −156−1.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,300 | $895.2K | 0.57% | −200−1.4% | Reduced |
| Fulton Bank, N.A. | 14,242 | $891.5K | 0.03% | +258+1.8% | Added |
| Power Wealth Management LLC | 14,186 | $888.0K | 0.38% | +1,581+12.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $884.8K | 0.05% | +10,339+272.4% | Added |
| Premier Path Wealth Partners, LLC | 14,040 | $878.9K | 0.14% | −183−1.3% | Reduced |
| Quadcap Wealth Management, LLC | 13,941 | $872.7K | 0.14% | −103−0.7% | Reduced |
| Breakwater Capital Group | 13,914 | $871.0K | 0.18% | +842+6.4% | Added |
| Ronald Blue Trust, Inc. | 13,600 | $863.1K | 0.01% | +6,325+86.9% | Added |
| Summit Financial, LLC | 13,662 | $855.2K | 0.03% | −650−4.5% | Reduced |
| Gladstone Institutional Advisory LLC | 13,637 | $853.7K | 0.04% | +1,984+17.0% | Added |
| Sandy Spring Bank | 13,544 | $847.8K | 0.03% | −1,072−7.3% | Reduced |
| Fusion Capital, LLC | 13,453 | $842.2K | 0.36% | +2,002+17.5% | Added |
| Independent Financial Group, LLC | 13,393 | $838.5K | 0.03% | −33,683−71.6% | Reduced |
| Stoneridge Investment Partners LLC | 13,381 | $838.0K | 0.31% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 13,262 | $836.8K | 0.08% | −293−2.2% | Reduced |
| Intrust Bank NA | 13,338 | $835.0K | 0.08% | +935+7.5% | Added |
| Triangle Securities Wealth Management | 13,263 | $830.3K | 0.21% | −113−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 13,178 | $824.9K | 0.13% | −281−2.1% | Reduced |
| BKM Wealth Management, LLC | 13,065 | $817.9K | 0.33% | −707−5.1% | Reduced |
| Cookson Peirce & Co Inc | 13,064 | $817.8K | 0.04% | −971−6.9% | Reduced |
| Twinbeech Capital LP | 13,062 | $817.7K | 0.02% | −145,097−91.7% | Reduced |
| CX Institutional | 13,053 | $817.1K | 0.04% | −258−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 13,144 | $816.0K | 0.01% | −3,978−23.2% | Reduced |
| Haverford Trust Co | 12,907 | $808.0K | 0.01% | −525−3.9% | Reduced |
| Privium Fund Management B.V. | 12,804 | $801.5K | 0.20% | +326+2.6% | Added |
| Johnson Investment Counsel Inc | 12,774 | $799.7K | 0.01% | +5,274+70.3% | Added |
| Verdence Capital Advisors LLC | 12,696 | $794.8K | 0.06% | −97−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 12,693 | $794.6K | 0.55% | −9−0.1% | Reduced |
| Lazari Capital Management, Inc. | 12,638 | $791.1K | 0.34% | −588−4.4% | Reduced |
| Inceptionr LLC | 12,629 | $790.6K | 0.19% | +5,502+77.2% | Added |
| Frank, Rimerman Advisors LLC | 12,608 | $789.3K | 0.06% | +226+1.8% | Added |
| MWA Asset Management | 12,585 | $787.8K | 0.52% | +173+1.4% | Added |
| Jamison Private Wealth Management, Inc. | 12,582 | $787.6K | 0.12% | +2,474+24.5% | Added |
| Asset Dedication, LLC | 12,580 | $787.5K | 0.05% | −125−1.0% | Reduced |
| Claro Advisors LLC | 12,559 | $786.2K | 0.10% | +1,965+18.5% | Added |
| J. Safra Sarasin Holding AG | 12,500 | $782.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12,466 | $780.3K | 0.09% | −30−0.2% | Reduced |
| Trajan Wealth LLC | 12,464 | $780.2K | 0.05% | −140−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 12,458 | $779.8K | 0.08% | −858−6.4% | Reduced |
| Shikiar Asset Management Inc | 12,438 | $779.0K | 0.20% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 12,328 | $771.7K | 0.06% | +2,730+28.4% | Added |
| Coastwise Capital Group, LLC | 12,246 | $766.6K | 0.63% | −137−1.1% | Reduced |
| Nilsine Partners, LLC | 12,205 | $764.0K | 0.10% | −256−2.1% | Reduced |
| Diversify Advisory Services, LLC | 12,000 | $762.7K | 0.04% | +2,600+27.7% | Added |
| Avestar Capital, LLC | 12,156 | $761.0K | 0.08% | +1,007+9.0% | Added |
| Ping Capital Management, Inc. | 12,000 | $751.2K | 0.42% | +1,000+9.1% | Added |
| Navellier & Associates Inc | 11,998 | $751.1K | 0.10% | −3,278−21.5% | Reduced |
| Change Path, LLC | 11,986 | $750.3K | 0.03% | +8,197+216.3% | Added |
| Loomis Sayles & Co L P | 11,954 | $748.0K | 0.00% | +5,816+94.8% | Added |
| Chilton Capital Management LLC | 11,880 | $743.7K | 0.03% | −104−0.9% | Reduced |
| Fullcircle Wealth LLC | 11,561 | $741.8K | 0.33% | +1,966+20.5% | Added |
| Csenge Advisory Group | 11,276 | $741.3K | 0.04% | +344+3.1% | Added |
| Ostrum Asset Management | 11,806 | $739.1K | 0.06% | +144+1.2% | Added |