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 |
|---|---|---|---|---|---|
| Alterna Wealth Management, Inc | 8,690 | $544.0K | 0.49% | +500+6.1% | Added |
| Adirondack Trust Co | 8,685 | $543.7K | 0.21% | −116−1.3% | Reduced |
| Abn Amro Investment Solutions | 8,654 | $541.7K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 8,628 | $540.1K | 0.25% | +159+1.9% | Added |
| Beta Wealth Group, Inc. | 8,621 | $539.7K | 0.24% | +406+4.9% | Added |
| Gallacher Capital Management LLC | 8,601 | $538.4K | 0.25% | +8,601 | New |
| Cohen Investment Advisors LLC | 8,597 | $538.2K | 0.33% | −32,384−79.0% | Reduced |
| Centaurus Financial, Inc. | 8,594 | $538.0K | 0.03% | +842+10.9% | Added |
| Wealthspire Advisors, LLC | 8,571 | $536.6K | 0.01% | +4,594+115.5% | Added |
| La Banque Postale Asset Management SA | 8,537 | $534.4K | 0.01% | −83,965−90.8% | Reduced |
| 626 Financial, LLC | 8,517 | $533.1K | 0.30% | +19+0.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,502 | $532.2K | 0.38% | +8,502 | New |
| Acorn Financial Advisory Services Inc | 8,411 | $526.5K | 0.09% | +42+0.5% | Added |
| Independence Bank of Kentucky | 8,393 | $525.4K | 0.11% | +6,480+338.7% | Added |
| RFG Advisory, LLC | 8,392 | $525.3K | 0.02% | −446−5.0% | Reduced |
| First PREMIER Bank | 8,335 | $522.0K | 0.13% | −1,983−19.2% | Reduced |
| Massmutual Trust Co FSB | 8,265 | $517.4K | 0.01% | +461+5.9% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $515.5K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8,195 | $513.0K | 0.03% | +3,619+79.1% | Added |
| Brookstone Capital Management | 8,178 | $511.9K | 0.01% | +2,274+38.5% | Added |
| Dumont & Blake Investment Advisors LLC | 8,153 | $510.4K | 0.14% | −7,888−49.2% | Reduced |
| LVZ Advisors, Inc. | 8,148 | $510.1K | 0.07% | +2,020+33.0% | Added |
| Journey Strategic Wealth LLC | 8,148 | $510.1K | 0.02% | −6,553−44.6% | Reduced |
| Integrity Financial Corp | 8,105 | $507.4K | 0.30% | +3,000+58.8% | Added |
| Seelaus Asset Management LLC | 8,096 | $506.8K | 0.46% | +1,245+18.2% | Added |
| Balanced Rock Investment Advisor | 8,089 | $506.4K | 0.40% | −283−3.4% | Reduced |
| First City Capital Management, Inc. | 8,048 | $503.8K | 0.26% | −760−8.6% | Reduced |
| Simmons Bank | 8,037 | $503.1K | 0.04% | −60−0.7% | Reduced |
| Harmony Asset Management LLC | 8,000 | $500.8K | 0.18% | +3,770+89.1% | Added |
| FIL Ltd | 7,906 | $494.9K | 0.00% | +868+12.3% | Added |
| BSW Wealth Partners | 7,902 | $494.7K | 0.07% | +308+4.1% | Added |
| Planning Capital Management Corp | 7,871 | $492.7K | 0.33% | −3,351−29.9% | Reduced |
| Parsons Capital Management Inc | 7,867 | $492.5K | 0.03% | +101+1.3% | Added |
| Quadrant Capital Group LLC | 7,861 | $492.1K | 0.03% | −276−3.4% | Reduced |
| CBOE Vest Financial, LLC | 7,805 | $488.6K | 0.01% | +7,805 | New |
| Quadrant Private Wealth Management, LLC | 7,760 | $485.8K | 0.12% | −138−1.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,752 | $485.3K | 0.23% | −100−1.3% | Reduced |
| Carnegie Lake Advisors LLC | 7,732 | $484.0K | 0.19% | +7,732 | New |
| Waldron Private Wealth LLC | 7,663 | $479.7K | 0.02% | −3,297−30.1% | Reduced |
| Watts Gwilliam & Co., LLC | 7,569 | $478.7K | 0.10% | +7,569 | New |
| Landscape Capital Management, L.L.C. | 7,645 | $478.6K | 0.05% | +7,645 | New |
| Keel Point, LLC | 7,629 | $477.6K | 0.04% | −367−4.6% | Reduced |
| KCM Investment Advisors LLC | 7,625 | $477.3K | 0.02% | +71+0.9% | Added |
| MCF Advisors LLC | 7,594 | $475.4K | 0.03% | +21+0.3% | Added |
| CFO4Life Group, LLC | 7,590 | $475.1K | 0.08% | +175+2.4% | Added |
| L2 Asset Management, LLC | 7,566 | $473.6K | 0.13% | +256+3.5% | Added |
| Aft, Forsyth & Company, Inc. | 7,563 | $473.4K | 0.23% | −28−0.4% | Reduced |
| Delta Asset Management LLC | 7,548 | $472.5K | 0.04% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 7,544 | $472.2K | 0.38% | +112+1.5% | Added |
| Marest Capital, LLC | 7,515 | $470.4K | 0.40% | +65+0.9% | Added |
| Diker Management LLC | 7,509 | $470.1K | 0.38% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,503 | $469.7K | 0.03% | −382−4.8% | Reduced |
| Brighton Jones LLC | 7,491 | $468.9K | 0.02% | −9−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,478 | $468.1K | 0.03% | −92,940−92.6% | Reduced |
| Capital Square, LLC | 7,472 | $467.7K | 0.28% | +61+0.8% | Added |
| Wealth Management Associates, Inc. | 7,416 | $464.3K | 0.20% | +7,416 | New |
| Ridgewood Investments LLC | 7,404 | $463.5K | 0.23% | −211−2.8% | Reduced |
| First National Bank | 7,325 | $458.5K | 0.32% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,317 | $458.0K | 0.02% | −1,171−13.8% | Reduced |
| Rehmann Capital Advisory Group | 7,385 | $456.6K | 0.03% | −8,361−53.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,288 | $456.2K | 0.07% | +23+0.3% | Added |
| FNY Investment Advisers, LLC | 7,280 | $455.0K | 0.22% | +1,845+33.9% | Added |
| Proathlete Wealth Management LLC | 7,253 | $454.0K | 0.19% | −76−1.0% | Reduced |
| Hodges Capital Management Inc. | 7,221 | $452.0K | 0.03% | +7,221 | New |
| Elkhorn Partners Limited Partnership | 7,200 | $451.0K | 0.29% | +800+12.5% | Added |
| Carnegie Capital Asset Management, LLC | 7,199 | $450.7K | 0.01% | −800−10.0% | Reduced |
| Silverlake Wealth Management LLC | 7,192 | $450.2K | 0.17% | +179+2.6% | Added |
| EverSource Wealth Advisors, LLC | 7,152 | $447.8K | 0.03% | +74+1.0% | Added |
| Mengis Capital Management, Inc. | 7,134 | $446.6K | 0.09% | 00.0% | Unchanged |
| Dearborn Partners LLC | 7,115 | $445.4K | 0.02% | +7,115 | New |
| Hayek Kallen Investment Management | 7,094 | $444.0K | 0.16% | +211+3.1% | Added |
| West Family Investments, Inc. | 7,086 | $443.6K | 0.15% | +692+10.8% | Added |
| Cornerstone Wealth Management, LLC | 7,081 | $443.2K | 0.03% | −469−6.2% | Reduced |
| Sargent Investment Group, LLC | 7,077 | $443.0K | 0.08% | +19+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 7,066 | $443.0K | 0.04% | +1,521+27.4% | Added |
| Modera Wealth Management, LLC | 7,066 | $442.3K | 0.01% | −1,191−14.4% | Reduced |
| CVA Family Office, LLC | 7,024 | $439.7K | 0.07% | +57+0.8% | Added |
| Moneta Group Investment Advisors LLC | 7,008 | $438.7K | 0.01% | −684−8.9% | Reduced |
| Wall Street Access Asset Management, LLC | 6,970 | $436.3K | 0.17% | +10.0% | Added |
| Continuum Advisory, LLC | 6,399 | $436.1K | 0.06% | +340+5.6% | Added |
| Merit Financial Group, LLC | 6,957 | $435.5K | 0.01% | −13,078−65.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,957 | $435.5K | 0.04% | +1,583+29.5% | Added |
| SevenBridge Financial Group, LLC | 6,224 | $434.4K | 0.08% | −535−7.9% | Reduced |
| Wealth Management Partners, LLC | 6,934 | $434.1K | 0.20% | +6,934 | New |
| 9258 Wealth Management, LLC | 6,896 | $431.7K | 0.06% | −570−7.6% | Reduced |
| Stablepoint Partners, LLC | 6,877 | $430.5K | 0.08% | +628+10.0% | Added |
| Winton Group Ltd | 6,871 | $430.1K | 0.03% | −8,456−55.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $429.4K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,844 | $428.4K | 0.06% | −72−1.0% | Reduced |
| Aviso Wealth Management | 6,827 | $427.3K | 0.23% | −3,769−35.6% | Reduced |
| Certified Advisory Corp | 6,818 | $426.8K | 0.05% | −290−4.1% | Reduced |
| Next Level Private LLC | 6,795 | $425.4K | 0.17% | −942−12.2% | Reduced |
| Washington Capital Management Inc | 6,785 | $424.7K | 0.33% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,780 | $424.4K | 0.14% | +450+7.1% | Added |
| Aurora Private Wealth, Inc. | 6,771 | $424.0K | 0.33% | +37+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 6,714 | $420.3K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,707 | $419.9K | 0.02% | +6,707 | New |
| Wallace Advisory Group, LLC | 6,582 | $417.7K | 0.31% | −217−3.2% | Reduced |
| Gateway Investment Advisers LLC | 6,664 | $417.2K | 0.00% | −1,024−13.3% | Reduced |
| Marino, Stram & Associates LLC | 6,625 | $414.8K | 0.09% | −98−1.5% | Reduced |