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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 5,018 | $314.1K | 0.18% | −93−1.8% | Reduced |
| Onefund, LLC | 5,011 | $313.7K | 0.32% | +37+0.7% | Added |
| Marcum Wealth, LLC | 5,005 | $313.3K | 0.03% | −456−8.4% | Reduced |
| Advisory Alpha, LLC | 5,002 | $313.2K | 0.01% | +28+0.6% | Added |
| Lynch Asset Management, Inc. | 5,000 | $313.0K | 0.13% | −100−2.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $313.0K | 0.05% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 4,992 | $312.5K | 0.12% | +78+1.6% | Added |
| Court Place Advisors, LLC | 4,988 | $312.2K | 0.09% | +45+0.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $312.1K | 0.12% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,981 | $311.8K | 0.15% | +164+3.4% | Added |
| Ambassador Advisors, LLC | 4,958 | $310.4K | 0.05% | −13−0.3% | Reduced |
| Tradewinds, LLC. | 4,953 | $310.0K | 0.10% | +446+9.9% | Added |
| Atlas Brown,Inc. | 4,951 | $309.9K | 0.11% | −2,046−29.2% | Reduced |
| MBB Public Markets I LLC | 4,950 | $309.9K | 0.03% | −128,278−96.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,946 | $309.6K | 0.20% | −22−0.4% | Reduced |
| Pingora Partners LLC | 4,945 | $309.6K | 0.22% | −185−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,941 | $309.2K | 0.04% | −16−0.3% | Reduced |
| FinTrust Capital Advisors, LLC | 4,937 | $309.1K | 0.05% | +149+3.1% | Added |
| Berkeley Capital Partners, LLC | 4,904 | $307.0K | 0.09% | −34−0.7% | Reduced |
| Oldfield Partners LLP | 4,900 | $306.7K | 0.06% | −900−15.5% | Reduced |
| Juncture Wealth Strategies, LLC | 4,898 | $306.6K | 0.12% | +1,200+32.4% | Added |
| Paulson Wealth Management Inc. | 4,897 | $306.6K | 0.08% | +62+1.3% | Added |
| Sightline Wealth Advisors, LLC | 4,845 | $303.3K | 0.17% | +35+0.7% | Added |
| Old North State Trust, LLC | 4,835 | $303.0K | 0.25% | +474+10.9% | Added |
| Voya Financial Advisors, Inc. | 4,893 | $302.7K | 0.03% | +386+8.6% | Added |
| Brass Tax Wealth Management, Inc | 4,827 | $302.2K | 0.06% | +13+0.3% | Added |
| Steel Peak Wealth Management LLC | 4,825 | $302.0K | 0.01% | −117,592−96.1% | Reduced |
| Zullo Investment Group, Inc. | 4,812 | $301.3K | 0.13% | +21+0.4% | Added |
| Calton & Associates, Inc. | 4,789 | $299.8K | 0.11% | −1,203−20.1% | Reduced |
| Childress Capital Advisors, LLC | 4,786 | $299.6K | 0.08% | +213+4.7% | Added |
| Anchor Capital Advisors LLC | 4,785 | $299.5K | 0.01% | −55−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,782 | $299.3K | 0.03% | −240−4.8% | Reduced |
| Palumbo Wealth Management LLC | 4,749 | $297.3K | 0.12% | +4,749 | New |
| Essex Savings Bank | 4,731 | $296.2K | 0.07% | +48+1.0% | Added |
| EPG Wealth Management LLC | 4,726 | $295.9K | 0.07% | +4,726 | Added |
| Catalyst Financial Partners LLC | 4,697 | $294.0K | 0.06% | +305+6.9% | Added |
| Magnus Financial Group LLC | 4,696 | $293.9K | 0.03% | +114+2.5% | Added |
| Smith Thornton Advisors LLC | 4,688 | $293.5K | 0.19% | −135−2.8% | Reduced |
| Keystone Financial Group | 4,685 | $293.3K | 0.04% | −200−4.1% | Reduced |
| Capital Management Associates | 4,676 | $292.7K | 0.33% | −6,387−57.7% | Reduced |
| Evercore Wealth Management, LLC | 4,663 | $291.9K | 0.00% | −1,252−21.2% | Reduced |
| Accel Wealth Management | 4,659 | $291.6K | 0.11% | −231−4.7% | Reduced |
| AlTi Global, Inc. | 4,647 | $290.9K | 0.01% | −2,953−38.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,196 | $289.6K | 0.17% | +4,196 | New |
| Associated Banc-Corp | 4,624 | $289.5K | 0.01% | −84−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,576 | $286.0K | 0.00% | −271−5.6% | Reduced |
| TBH Global Asset Management, LLC | 4,553 | $285.0K | 0.06% | +19+0.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 4,547 | $284.6K | 0.09% | −265−5.5% | Reduced |
| ABN AMRO Bank N.V. | 4,566 | $284.2K | 0.00% | +4,566 | New |
| Gryphon Financial Partners LLC | 4,516 | $282.7K | 0.04% | −292−6.1% | Reduced |
| Gs Investments, Inc. | 4,499 | $281.6K | 0.13% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,478 | $280.3K | 0.14% | −36−0.8% | Reduced |
| Regal Investment Advisors LLC | 4,478 | $280.3K | 0.02% | −14,796−76.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,470 | $279.8K | 0.14% | +4,470 | New |
| Trueblood Wealth Management, LLC | 4,458 | $279.1K | 0.14% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,441 | $278.0K | 0.05% | −15−0.3% | Reduced |
| Tarbox Family Office, Inc. | 4,432 | $277.5K | 0.05% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,408 | $275.9K | 0.08% | −52−1.2% | Reduced |
| Wintrust Investments LLC | 4,349 | $272.0K | 0.20% | −40,538−90.3% | Reduced |
| Vicus Capital | 4,344 | $272.0K | 0.02% | −1,979−31.3% | Reduced |
| Avaii Wealth Management, LLC | 4,340 | $271.7K | 0.14% | −150−3.3% | Reduced |
| Gray Wealth Management Inc. | 4,325 | $270.8K | 0.11% | +3+0.1% | Added |
| X-Square Capital, LLC | 4,316 | $270.0K | 0.12% | −72−1.6% | Reduced |
| Applied Capital LLC | 4,304 | $269.4K | 0.21% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,286 | $268.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,279 | $267.9K | 0.02% | +621+17.0% | Added |
| Coastal Investment Advisors, Inc. | 4,050 | $267.4K | 0.12% | −7,337−64.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,253 | $266.2K | 0.07% | −622−12.8% | Reduced |
| MMBG Investment Advisors Co. | 4,250 | $266.1K | 0.03% | +4,250 | New |
| Systematic Alpha Investments, LLC | 4,238 | $265.3K | 0.01% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4,226 | $264.6K | 0.06% | +41+1.0% | Added |
| Confluence Wealth Services, Inc. | 4,223 | $264.4K | 0.02% | +4,223 | New |
| Richwood Investment Advisors, LLC | 4,207 | $263.4K | 0.22% | −300−6.7% | Reduced |
| Cedrus LLC | 4,184 | $262.0K | 0.10% | −962−18.7% | Reduced |
| Navis Wealth Advisors, LLC | 4,111 | $257.3K | 0.28% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,110 | $257.3K | 0.00% | −1,512−26.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,100 | $256.7K | 0.06% | 00.0% | Unchanged |
| David Loasby | 4,168 | $255.6K | 0.02% | +735+21.4% | Added |
| JFS Wealth Advisors, LLC | 4,060 | $254.2K | 0.02% | +1,751+75.8% | Added |
| Argonautica Private Wealth Management, Inc | 4,046 | $253.3K | 0.08% | +37+0.9% | Added |
| CFM Wealth Partners LLC | 4,043 | $253.1K | 0.04% | −56−1.4% | Reduced |
| Seven Mile Advisory | 4,038 | $252.8K | 0.17% | +29+0.7% | Added |
| William B. Walkup & Associates, Inc. | 4,037 | $252.7K | 0.16% | −30−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 4,033 | $252.5K | 0.03% | −698−14.8% | Reduced |
| All Terrain Financial Advisors, LLC | 4,028 | $252.2K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 4,030 | $252.0K | 0.18% | +4,030 | New |
| BancorpSouth Bank | 4,011 | $251.1K | 0.02% | +507+14.5% | Added |
| First Foundation Advisors | 4,007 | $250.9K | 0.01% | +1,140+39.8% | Added |
| Parcion Private Wealth LLC | 4,000 | $250.4K | 0.02% | −228−5.4% | Reduced |
| DecisionPoint Financial, LLC | 4,000 | $250.4K | 0.08% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $250.0K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3,989 | $249.7K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,984 | $249.4K | 0.08% | +3+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,975 | $248.8K | 0.04% | +3,975 | New |
| Tamar Securities, LLC | 3,970 | $248.5K | 0.03% | +176+4.6% | Added |
| Rosenberg Matthew Hamilton | 3,969 | $248.5K | 0.07% | +68+1.7% | Added |
| Legacy Advisors, LLC | 3,963 | $248.1K | 0.03% | +76+2.0% | Added |
| Westover Capital Advisors, LLC | 3,962 | $248.0K | 0.05% | +3,962 | New |
| Orca Investment Management, LLC | 3,947 | $247.1K | 0.22% | −425−9.7% | Reduced |
| Winthrop Advisory Group LLC | 3,944 | $246.9K | 0.03% | +299+8.2% | Added |