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 |
|---|---|---|---|---|---|
| Cowa, LLC | 6,610 | $413.8K | 0.20% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 6,585 | $412.2K | 0.06% | −6−0.1% | Reduced |
| Sabal Trust CO | 6,584 | $412.2K | 0.02% | +6,584 | New |
| Choate Investment Advisors | 6,566 | $411.0K | 0.01% | +6,566 | New |
| Prossimo Advisors, LLC | 6,565 | $411.0K | 0.30% | +335+5.4% | Added |
| Bright Futures Wealth Management, LLC. | 6,369 | $410.8K | 0.20% | +296+4.9% | Added |
| Fiducient Advisors LLC | 6,557 | $410.5K | 0.05% | −125−1.9% | Reduced |
| Greenfield Savings Bank | 6,546 | $409.8K | 0.19% | −284−4.2% | Reduced |
| Sterneck Capital Management, LLC | 6,525 | $408.5K | 0.22% | −433−6.2% | Reduced |
| Cladis Investment Advisory, LLC | 6,511 | $407.6K | 0.28% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,500 | $406.9K | 0.17% | −75−1.1% | Reduced |
| Shepherd Financial Partners LLC | 6,481 | $405.7K | 0.05% | +9+0.1% | Added |
| Northern Financial Advisors Inc | 6,389 | $400.0K | 0.30% | +361+6.0% | Added |
| Goldstone Financial Group, LLC | 6,363 | $398.3K | 0.07% | +1,190+23.0% | Added |
| Cim Investment Mangement Inc | 6,296 | $394.1K | 0.12% | −114−1.8% | Reduced |
| Integrated Investment Consultants, LLC | 6,254 | $391.5K | 0.09% | +1,029+19.7% | Added |
| Banque Pictet & Cie SA | 6,240 | $390.6K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,230 | $390.0K | 0.05% | +217+3.6% | Added |
| Montecito Bank & Trust | 6,221 | $389.4K | 0.07% | +125+2.1% | Added |
| Insight Advisors, LLC | 6,209 | $388.7K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,207 | $388.5K | 0.09% | +125+2.1% | Added |
| Bard Financial Services, Inc. | 6,195 | $387.8K | 0.05% | −1,750−22.0% | Reduced |
| Opal Wealth Advisors, LLC | 6,175 | $386.6K | 0.12% | +1,730+38.9% | Added |
| Horizon Kinetics Asset Management LLC | 6,161 | $385.7K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 6,150 | $385.0K | 0.25% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,149 | $384.9K | 0.02% | +69+1.1% | Added |
| Sym Financial Corp | 6,149 | $384.9K | 0.05% | +344+5.9% | Added |
| Main Street Research LLC | 6,142 | $384.5K | 0.02% | +254+4.3% | Added |
| Simon Quick Advisors, LLC | 6,139 | $384.3K | 0.02% | +596+10.8% | Added |
| Wealth Alliance | 6,127 | $383.5K | 0.05% | +28+0.5% | Added |
| NBT Bank N A | 6,115 | $382.8K | 0.03% | −3,905−39.0% | Reduced |
| Field & Main Bank | 6,113 | $382.7K | 0.14% | −100−1.6% | Reduced |
| Founders Financial Alliance, LLC | 6,110 | $382.5K | 0.11% | +30+0.5% | Added |
| Focus Financial Network, Inc. | 6,082 | $380.7K | 0.02% | −363−5.6% | Reduced |
| Financial Advocates Investment Management | 6,077 | $380.4K | 0.02% | +10+0.2% | Added |
| Shell Asset Management Co | 6,009 | $376.0K | 0.02% | +6,009 | New |
| Brown, Lisle/Cummings, Inc. | 5,970 | $373.7K | 0.11% | −190−3.1% | Reduced |
| MSH Capital Advisors LLC | 5,960 | $373.1K | 0.11% | −1,293−17.8% | Reduced |
| NTV Asset Management LLC | 5,944 | $372.1K | 0.05% | +37+0.6% | Added |
| Cromwell Holdings LLC | 5,927 | $371.0K | 0.24% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,898 | $369.2K | 0.13% | +31+0.5% | Added |
| Clear Street Markets LLC | 5,900 | $369.0K | 0.24% | +1,000+20.4% | Added |
| Skopos Labs, Inc. | 5,871 | $367.5K | 0.12% | +1,658+39.4% | Added |
| TTP Investments, Inc. | 5,853 | $366.4K | 0.13% | +272+4.9% | Added |
| Rakuten Securities, Inc. | 5,814 | $364.0K | 0.16% | −85−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 5,793 | $362.6K | 0.03% | −479−7.6% | Reduced |
| ELCO Management Co., LLC | 5,774 | $361.5K | 0.19% | +1,934+50.4% | Added |
| Bokf, NA | 5,845 | $358.4K | 0.01% | −13−0.2% | Reduced |
| Quent Capital, LLC | 5,731 | $358.2K | 0.04% | +138+2.5% | Added |
| PDS Planning, Inc | 5,717 | $357.9K | 0.03% | −290−4.8% | Reduced |
| IFG Advisors, LLC | 5,713 | $357.7K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,705 | $357.1K | 0.05% | −349−5.8% | Reduced |
| MONECO Advisors, LLC | 5,696 | $356.6K | 0.04% | +154+2.8% | Added |
| Tocqueville Asset Management L.P. | 5,689 | $356.1K | 0.01% | −256−4.3% | Reduced |
| Gables Capital Management Inc. | 5,675 | $355.3K | 0.18% | +2,075+57.6% | Added |
| Mission Wealth Management, LP | 5,652 | $353.8K | 0.01% | +122+2.2% | Added |
| Williams Jones Wealth Management, LLC. | 5,651 | $353.8K | 0.00% | −2,524−30.9% | Reduced |
| Gries Financial LLC | 5,649 | $353.6K | 0.07% | −351−5.9% | Reduced |
| Northwest Bancshares, Inc. | 5,644 | $353.3K | 0.06% | −33−0.6% | Reduced |
| Running Point Capital Advisors, LLC | 5,617 | $351.6K | 0.14% | −1,500−21.1% | Reduced |
| Gateway Advisory, LLC | 5,605 | $350.9K | 0.06% | +105+1.9% | Added |
| Harbour Investments, Inc. | 5,592 | $350.1K | 0.01% | −487−8.0% | Reduced |
| Callan Capital, LLC | 5,590 | $350.0K | 0.02% | +349+6.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,555 | $347.7K | 0.01% | −836−13.1% | Reduced |
| Intelligence Driven Advisers, LLC | 5,555 | $347.7K | 0.05% | −280−4.8% | Reduced |
| TrueWealth Advisors, LLC | 5,548 | $347.3K | 0.12% | +480+9.5% | Added |
| Hancock Whitney Corp | 5,544 | $347.1K | 0.01% | +382+7.4% | Added |
| Relyea Zuckerberg Hanson LLC | 5,523 | $345.7K | 0.05% | +253+4.8% | Added |
| Twin Focus Capital Partners, LLC | 5,508 | $344.8K | 0.05% | −1,000−15.4% | Reduced |
| SJS Investment Consulting Inc. | 5,498 | $344.2K | 0.06% | +65+1.2% | Added |
| Gradient Investments LLC | 5,496 | $344.1K | 0.01% | −813−12.9% | Reduced |
| Nwam LLC | 5,493 | $343.9K | 0.02% | +7+0.1% | Added |
| ASB Consultores, LLC | 5,488 | $343.5K | 0.14% | +304+5.9% | Added |
| First Citizens Bank & Trust Co | 5,418 | $339.2K | 0.01% | +246+4.8% | Added |
| ISAM Funds (UK) Ltd | 5,362 | $335.7K | 0.19% | +5,362 | New |
| Everpar Advisors LLC | 5,349 | $334.8K | 0.17% | +93+1.8% | Added |
| Wesbanco Bank Inc | 5,329 | $333.6K | 0.01% | −20−0.4% | Reduced |
| NBC Securities, Inc. | 5,323 | $333.0K | 0.03% | −360−6.3% | Reduced |
| Ethos Financial Group, LLC | 5,310 | $332.0K | 0.05% | +352+7.1% | Added |
| RBF Capital, LLC | 5,200 | $330.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,264 | $329.5K | 0.03% | −22,862−81.3% | Reduced |
| SRS Capital Advisors, Inc. | 5,245 | $328.4K | 0.03% | +327+6.6% | Added |
| First Nebraska Trust Co | 5,239 | $328.0K | 0.03% | −526−9.1% | Reduced |
| Samalin Investment Counsel, LLC | 5,235 | $327.7K | 0.14% | +311+6.3% | Added |
| VisionPoint Advisory Group, LLC | 5,230 | $327.4K | 0.11% | +1,666+46.7% | Added |
| Chapin Davis, Inc. | 5,229 | $327.3K | 0.11% | −1,900−26.7% | Reduced |
| Flputnam Investment Management Co | 4,605 | $324.5K | 0.01% | −593−11.4% | Reduced |
| Gilbert & Cook, Inc. | 5,173 | $323.8K | 0.04% | −21−0.4% | Reduced |
| Quotient Wealth Partners, LLC | 5,167 | $323.5K | 0.01% | −385−6.9% | Reduced |
| Foster & Motley Inc | 5,134 | $321.0K | 0.02% | −566−9.9% | Reduced |
| Blueprint Investment Partners LLC | 5,121 | $320.6K | 0.06% | −765−13.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,112 | $320.0K | 0.14% | −413−7.5% | Reduced |
| Alta Advisers Ltd | 5,100 | $319.3K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,091 | $318.7K | 0.05% | −259−4.8% | Reduced |
| Stock Yards Bank & Trust Co | 5,081 | $318.1K | 0.01% | −2,005−28.3% | Reduced |
| Eads & Heald Wealth Management | 5,086 | $318.0K | 0.15% | −240−4.5% | Reduced |
| Principal Street Partners, LLC | 5,058 | $317.7K | 0.05% | −18−0.4% | Reduced |
| Madison Wealth Partners, Inc | 5,045 | $315.8K | 0.09% | −46−0.9% | Reduced |
| Martingale Asset Management L P | 5,042 | $315.6K | 0.01% | +5,042 | New |
| Beverly Hills Private Wealth, LLC | 5,032 | $315.0K | 0.06% | −170−3.3% | Reduced |