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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 3,943 | $246.8K | 0.00% | +30+0.8% | Added |
| Leuthold Group, LLC | 3,939 | $246.6K | 0.03% | −95−2.4% | Reduced |
| Asset Allocation Strategies LLC | 3,916 | $245.1K | 0.07% | −180−4.4% | Reduced |
| SlateStone Wealth, LLC | 3,907 | $245.0K | 0.02% | +3,907 | New |
| Maven Securities LTD | 3,902 | $244.3K | 0.03% | −11,421−74.5% | Reduced |
| Beaton Management Co. Inc. | 3,892 | $244.0K | 0.12% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,876 | $242.6K | 0.04% | −130−3.2% | Reduced |
| Blue Barn Wealth, LLC | 3,845 | $240.7K | 0.12% | +285+8.0% | Added |
| Castleark Management LLC | 3,844 | $240.6K | 0.01% | −150,570−97.5% | Reduced |
| Requisite Capital Management, LLC | 3,836 | $240.1K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,822 | $239.3K | 0.02% | +3,822 | New |
| 1858 Wealth Management, LLC | 3,792 | $237.4K | 0.20% | −176−4.4% | Reduced |
| Sierra Summit Advisors LLC | 3,791 | $237.3K | 0.05% | −289−7.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,787 | $237.1K | 0.01% | −682−15.3% | Reduced |
| Beaumont Financial Advisors, LLC | 3,777 | $236.5K | 0.02% | −157−4.0% | Reduced |
| Raleigh Capital Management Inc. | 3,765 | $235.7K | 0.09% | −399−9.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,760 | $235.4K | 0.09% | +3,760 | New |
| Reuter James Wealth Management, LLC | 3,757 | $235.2K | 0.04% | −675−15.2% | Reduced |
| Capital Advisors Inc | 3,731 | $233.5K | 0.00% | −330−8.1% | Reduced |
| Lifestyle Asset Management, Inc. | 3,730 | $233.5K | 0.13% | +160+4.5% | Added |
| USA Financial Portformulas Corp | 3,707 | $232.1K | 0.04% | −17,449−82.5% | Reduced |
| Key Financial Inc | 3,705 | $231.9K | 0.05% | +12+0.3% | Added |
| Pacific Center for Financial Services | 3,695 | $231.3K | 0.06% | 00.0% | Unchanged |
| First National Bank of Omaha | 3,682 | $230.5K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,676 | $230.0K | 0.06% | −912−19.9% | Reduced |
| Prelude Capital Management, LLC | 3,668 | $229.6K | 0.02% | −2,678−42.2% | Reduced |
| Financial Counselors Inc | 3,668 | $229.6K | 0.00% | +372+11.3% | Added |
| Garrison Point Advisors, LLC | 3,664 | $229.3K | 0.14% | +261+7.7% | Added |
| Pine Valley Investments Ltd Liability Co | 3,643 | $228.0K | 0.02% | −79−2.1% | Reduced |
| Peoples Bank | 3,635 | $227.6K | 0.12% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,615 | $226.3K | 0.01% | −453−11.1% | Reduced |
| Norway Savings Bank | 3,605 | $225.7K | 0.12% | −280−7.2% | Reduced |
| Guardian Wealth Advisors, LLC | 3,593 | $224.9K | 0.02% | −140−3.8% | Reduced |
| Napatree Capital LLC | 3,589 | $224.7K | 0.16% | −50−1.4% | Reduced |
| Whitener Capital Management, Inc. | 3,585 | $224.4K | 0.06% | −2−0.1% | Reduced |
| Allied Investment Advisors, LLC | 3,585 | $224.4K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,584 | $224.4K | 0.05% | −5,970−62.5% | Reduced |
| Westwood Holdings Group Inc. | 3,579 | $224.0K | 0.00% | +3,579 | New |
| Lansing Street Advisors | 3,565 | $223.2K | 0.08% | +38+1.1% | Added |
| Bahl & Gaynor Inc | 3,565 | $223.2K | 0.00% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 3,242 | $222.6K | 0.12% | +3,242 | New |
| United Community Bank | 3,550 | $222.2K | 0.09% | −10−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 3,540 | $221.6K | 0.00% | −2,263−39.0% | Reduced |
| Monument Capital Management | 3,527 | $220.8K | 0.06% | −470−11.8% | Reduced |
| North Star Asset Management Inc | 3,526 | $220.7K | 0.01% | +3,526 | New |
| Shoker Investment Counsel, Inc. | 3,518 | $220.3K | 0.07% | +27+0.8% | Added |
| Auto-Owners Insurance Co | 3,500 | $219.1K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 3,487 | $218.3K | 0.07% | −20−0.6% | Reduced |
| Alera Investment Advisors, LLC | 3,466 | $217.0K | 0.03% | −191−5.2% | Reduced |
| Blackhawk Capital Partners LLC. | 3,459 | $216.5K | 0.12% | +3,459 | New |
| Calamos Wealth Management LLC | 3,458 | $216.5K | 0.01% | +210+6.5% | Added |
| EntryPoint Capital, LLC | 3,453 | $216.2K | 0.12% | −208−5.7% | Reduced |
| TRUE Private Wealth Advisors | 3,443 | $215.5K | 0.03% | −109−3.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,437 | $215.2K | 0.04% | −652−15.9% | Reduced |
| Addison Capital Co | 3,426 | $214.5K | 0.09% | +13+0.4% | Added |
| IVC Wealth Advisors LLC | 3,425 | $214.4K | 0.12% | +35+1.0% | Added |
| Source Financial Advisors LLC | 3,424 | $214.3K | 0.06% | −8−0.2% | Reduced |
| Visionary Wealth Advisors | 3,368 | $210.9K | 0.01% | +3,368 | New |
| Optas, LLC | 3,366 | $210.7K | 0.05% | −165−4.7% | Reduced |
| Wealth Quarterback LLC | 3,358 | $210.2K | 0.11% | −502−13.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,326 | $208.2K | 0.06% | +37+1.1% | Added |
| Secured Retirement Advisors, LLC | 3,321 | $207.9K | 0.15% | −102−3.0% | Reduced |
| Corundum Trust Company, INC | 3,315 | $207.5K | 0.57% | 00.0% | Unchanged |
| McAdam, LLC | 3,309 | $207.2K | 0.01% | −2,017−37.9% | Reduced |
| Lee Danner & Bass Inc | 3,313 | $207.0K | 0.01% | −250−7.0% | Reduced |
| Caldwell Trust Co | 3,304 | $206.8K | 0.02% | −54−1.6% | Reduced |
| Keeley-Teton Advisors, LLC | 3,300 | $206.6K | 0.02% | 00.0% | Unchanged |
| Embree Financial Group | 3,294 | $206.2K | 0.04% | +16+0.5% | Added |
| Sivia Capital Partners, LLC | 3,293 | $206.1K | 0.12% | +3,293 | New |
| Apexium Financial, LP | 3,283 | $205.5K | 0.01% | +16+0.5% | Added |
| Aprio Wealth Management, LLC | 3,275 | $205.0K | 0.03% | +3,275 | New |
| Washington Trust Co | 3,250 | $203.4K | 0.01% | +1,445+80.1% | Added |
| Joel Isaacson & Co., LLC | 3,234 | $202.4K | 0.01% | −479−12.9% | Reduced |
| Millennium Capital Advisors, LLC | 3,220 | $201.6K | 0.13% | +6+0.2% | Added |
| Rothschild Investment LLC | 3,219 | $201.5K | 0.01% | −81−2.5% | Reduced |
| Capital Markets Trading UK LLP | 3,213 | $201.0K | 0.19% | −85,357−96.4% | Reduced |
| Signature Wealth Management Partners, LLC | 3,200 | $200.3K | 0.15% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,195 | $200.0K | 0.01% | −46−1.4% | Reduced |
| CoreCap Advisors, LLC | 3,150 | $197.2K | 0.01% | +3,150 | New |
| Peoples Bank | 3,090 | $193.4K | 0.13% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,048 | $192.8K | 0.03% | +9+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 2,988 | $187.0K | 0.01% | +2,988 | New |
| Pinnacle Bancorp, Inc. | 2,980 | $186.5K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,945 | $184.3K | 0.02% | +2,364+406.9% | Added |
| Oakworth Capital, Inc. | 2,944 | $184.3K | 0.01% | −68−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 2,919 | $182.7K | 0.00% | +2,919 | New |
| Silvant Capital Management LLC | 2,906 | $181.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,850 | $178.4K | 0.06% | +981+52.5% | Added |
| Operose Advisors LLC | 2,780 | $174.0K | 0.06% | +655+30.8% | Added |
| Austin Private Wealth, LLC | 2,653 | $166.1K | 0.02% | +2,653 | New |
| Washington Trust Advisors, Inc. | 2,625 | $164.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,605 | $163.1K | 0.00% | −15−0.6% | Reduced |
| nVerses Capital, LLC | 2,600 | $162.8K | 0.07% | −9,300−78.2% | Reduced |
| Tobam | 2,576 | $161.0K | 0.03% | −1,261−32.9% | Reduced |
| Grove Bank & Trust | 2,564 | $160.5K | 0.02% | +170+7.1% | Added |
| MV Capital Management, Inc. | 2,563 | $160.4K | 0.02% | −273−9.6% | Reduced |
| Anchor Investment Management, LLC | 2,557 | $160.0K | 0.02% | +501+24.4% | Added |
| City State Bank | 2,544 | $159.3K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,281 | $143.0K | 0.02% | −291−11.3% | Reduced |
| Capital Performance Advisors LLP | 2,278 | $142.6K | 0.04% | +2,278 | New |