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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 11,798 | $738.5K | 0.02% | −760−6.1% | Reduced |
| Stonegate Investment Group, LLC | 11,717 | $733.5K | 0.02% | +2,723+30.3% | Added |
| World Equity Group, Inc. | 11,602 | $726.3K | 0.26% | +387+3.5% | Added |
| RMR Wealth Builders | 11,592 | $725.7K | 0.08% | +295+2.6% | Added |
| Benjamin Edwards Inc | 11,561 | $723.8K | 0.01% | +10,664+1,188.9% | Added |
| WSFS Capital Management, LLC | 11,543 | $722.6K | 0.04% | +199+1.8% | Added |
| V-Square Quantitative Management LLC | 11,465 | $717.7K | 0.11% | +225+2.0% | Added |
| Washington Trust Bank | 11,457 | $717.2K | 0.07% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,454 | $717.0K | 0.02% | +210+1.9% | Added |
| Rossmore Private Capital | 11,430 | $715.5K | 0.09% | +1,400+14.0% | Added |
| Alexander Randolph Advisory, Inc. | 11,328 | $709.1K | 0.63% | −1,000−8.1% | Reduced |
| Fiduciary Trust Co | 11,295 | $707.1K | 0.01% | −114−1.0% | Reduced |
| NorthRock Partners, LLC | 11,289 | $706.4K | 0.02% | −753−6.3% | Reduced |
| Schnieders Capital Management LLC | 11,253 | $704.4K | 0.13% | +423+3.9% | Added |
| Philip James Wealth Mangement, LLC | 11,204 | $701.4K | 0.09% | +11,204 | New |
| WCG Wealth Advisors LLC | 11,202 | $701.0K | 0.05% | +710+6.8% | Added |
| NVWM, LLC | 11,145 | $697.7K | 0.18% | +6,176+124.3% | Added |
| Concord Wealth Partners | 11,092 | $694.4K | 0.12% | +420+3.9% | Added |
| Graypoint LLC | 11,077 | $693.4K | 0.04% | −100−0.9% | Reduced |
| First Commonwealth Financial Corp | 11,051 | $691.8K | 0.17% | −454−3.9% | Reduced |
| TCG Advisory Services, LLC | 11,009 | $689.2K | 0.03% | −2,881−20.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 10,997 | $688.4K | 0.08% | +852+8.4% | Added |
| Spire Wealth Management | 10,973 | $686.9K | 0.02% | +203+1.9% | Added |
| Savvy Advisors, Inc. | 10,956 | $685.8K | 0.14% | +2,764+33.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,919 | $683.5K | 0.14% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 10,905 | $682.7K | 0.22% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,822 | $677.5K | 0.15% | −683−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 10,744 | $672.6K | 0.02% | −169−1.5% | Reduced |
| San Luis Wealth Advisors LLC | 10,685 | $669.0K | 0.14% | +5,815+119.4% | Added |
| Twelve Points Wealth Management LLC | 10,687 | $669.0K | 0.21% | +817+8.3% | Added |
| Personal Cfo Solutions, LLC | 10,661 | $667.4K | 0.09% | −126−1.2% | Reduced |
| HBK Sorce Advisory LLC | 10,579 | $662.2K | 0.02% | −371−3.4% | Reduced |
| Investors Research Corp | 10,555 | $660.7K | 0.14% | −479−4.3% | Reduced |
| Chiron Capital Management, LLC | 10,523 | $658.7K | 0.58% | −5,299−33.5% | Reduced |
| Gleason Group, Inc. | 10,518 | $658.5K | 0.12% | +61+0.6% | Added |
| Hollencrest Capital Management | 10,513 | $658.1K | 0.03% | −1,000−8.7% | Reduced |
| Westside Investment Management, Inc. | 10,496 | $657.5K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,410 | $651.7K | 0.02% | +3,713+55.4% | Added |
| Cary Street Partner Investment Advisory LLC | 10,384 | $650.0K | 0.02% | +1,211+13.2% | Added |
| Philadelphia Trust Co | 10,362 | $649.0K | 0.05% | +155+1.5% | Added |
| GeoWealth Management, LLC | 10,288 | $644.0K | 0.02% | −326−3.1% | Reduced |
| SOL Capital Management CO | 10,280 | $644.0K | 0.07% | −745−6.8% | Reduced |
| Hexagon Capital Partners LLC | 10,230 | $640.4K | 0.13% | −1,454−12.4% | Reduced |
| Brown Brothers Harriman & Co | 10,211 | $639.2K | 0.00% | −411−3.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,078 | $630.9K | 0.31% | +454+4.7% | Added |
| Flagship Harbor Advisors, LLC | 10,040 | $628.5K | 0.03% | −689−6.4% | Reduced |
| Western Wealth Management, LLC | 10,037 | $628.3K | 0.04% | +66+0.7% | Added |
| Mayflower Financial Advisors, LLC | 10,018 | $627.1K | 0.09% | +3,083+44.5% | Added |
| Quinn Opportunity Partners LLC | 9,979 | $624.7K | 0.06% | −145,500−93.6% | Reduced |
| Clarius Group, LLC | 9,970 | $624.0K | 0.04% | −235−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 9,959 | $623.4K | 0.32% | −394−3.8% | Reduced |
| Humankind Investments LLC | 9,933 | $621.8K | 0.22% | +1,002+11.2% | Added |
| Leo Wealth, LLC | 9,927 | $621.4K | 0.06% | −693−6.5% | Reduced |
| Private Trust Co NA | 9,904 | $620.0K | 0.06% | −897−8.3% | Reduced |
| LRI Investments, LLC | 9,040 | $616.1K | 0.06% | +4,021+80.1% | Added |
| Kathmere Capital Management, LLC | 9,822 | $614.9K | 0.06% | +470+5.0% | Added |
| Oddo BHF Asset Management SAS | 9,804 | $613.7K | 0.03% | +9,804 | New |
| Intellectus Partners, LLC | 9,780 | $612.2K | 0.16% | +3,574+57.6% | Added |
| Aaron Wealth Advisors | 9,770 | $611.6K | 0.07% | +2,732+38.8% | Added |
| Tyche Wealth Partners LLC | 9,765 | $611.3K | 0.14% | −53−0.5% | Reduced |
| First Dallas Securities Inc. | 9,764 | $611.2K | 0.26% | +9,764 | New |
| Titleist Asset Management, LLC | 9,745 | $610.0K | 0.09% | −695−6.7% | Reduced |
| Thrive Wealth Management, LLC | 9,722 | $608.6K | 0.11% | −22−0.2% | Reduced |
| Bank Hapoalim BM | 9,695 | $607.0K | 0.09% | −997−9.3% | Reduced |
| Marco Investment Management LLC | 9,632 | $603.0K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,560 | $598.5K | 0.00% | −1,722,619−99.4% | Reduced |
| Crestwood Advisors Group LLC | 9,558 | $598.4K | 0.01% | +221+2.4% | Added |
| Hunter Associates Investment Management LLC | 9,514 | $598.0K | 0.09% | −2,026−17.6% | Reduced |
| Becker Capital Management Inc | 9,524 | $596.2K | 0.02% | −135−1.4% | Reduced |
| FCG Investment Co | 9,511 | $595.4K | 0.39% | +638+7.2% | Added |
| J.W. Cole Advisors, Inc. | 9,508 | $595.2K | 0.02% | −525−5.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,508 | $595.2K | 0.04% | +9,508 | New |
| Black Swift Group, LLC | 9,500 | $594.7K | 0.13% | +3,585+60.6% | Added |
| SeaBridge Investment Advisors LLC | 9,494 | $594.3K | 0.15% | −788−7.7% | Reduced |
| Concord Asset Management, LLC | 9,475 | $593.1K | 0.13% | +576+6.5% | Added |
| Total Clarity Wealth Management, Inc. | 9,474 | $593.0K | 0.19% | +4,301+83.1% | Added |
| My Legacy Advisors, LLC | 9,473 | $593.0K | 0.23% | −1,954−17.1% | Reduced |
| Sage Mountain Advisors LLC | 9,429 | $590.2K | 0.05% | +4,928+109.5% | Added |
| Johnson Financial Group, Inc. | 9,427 | $590.1K | 0.03% | −1,391−12.9% | Reduced |
| Herold Advisors, Inc. | 9,386 | $587.6K | 0.13% | −600−6.0% | Reduced |
| Cabot Wealth Management Inc | 9,343 | $584.9K | 0.07% | +84+0.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,331 | $584.1K | 0.12% | −1,250−11.8% | Reduced |
| Lindbrook Capital, LLC | 9,218 | $577.0K | 0.05% | +317+3.6% | Added |
| AdvisorNet Financial, Inc | 9,163 | $573.6K | 0.04% | +713+8.4% | Added |
| Perritt Capital Management Inc | 9,128 | $571.4K | 0.29% | +64+0.7% | Added |
| Hobbs Group Advisors, LLC | 9,038 | $565.8K | 0.20% | −2,864−24.1% | Reduced |
| Parkside Financial Bank & Trust | 9,034 | $565.5K | 0.08% | +73+0.8% | Added |
| Brave Asset Management Inc | 9,024 | $564.9K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 9,000 | $563.4K | 0.09% | −24,000−72.7% | Reduced |
| US Asset Management LLC | 8,110 | $559.0K | 0.49% | −96−1.2% | Reduced |
| American Trust Investment Advisors, LLC | 8,905 | $557.5K | 0.23% | +8,905 | New |
| SageView Advisory Group, LLC | 8,877 | $555.7K | 0.03% | −4,950−35.8% | Reduced |
| Marshall Wace, LLP | 8,876 | $555.6K | 0.00% | −136,783−93.9% | Reduced |
| Wealth Effects LLC | 8,850 | $554.0K | 0.19% | −650−6.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,800 | $550.9K | 0.33% | −50−0.6% | Reduced |
| Gibbs Wealth Management | 8,798 | $550.7K | 0.18% | +1,507+20.7% | Added |
| Steinberg Asset Management LLC | 8,782 | $549.8K | 0.42% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 3,800 | $549.1K | 1.07% | −9,200−70.8% | Reduced |
| Mount Vernon Associates Inc | 8,770 | $549.0K | 0.44% | −500−5.4% | Reduced |
| Catalytic Wealth RIA, LLC | 8,769 | $548.9K | 0.10% | +1,103+14.4% | Added |