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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 2,235 | $141.8K | 0.09% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,230 | $139.4K | 0.01% | +51+2.3% | Added |
| Duncker Streett & Co Inc | 2,160 | $135.2K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,048 | $128.2K | 0.01% | +175+9.3% | Added |
| Harvest Fund Management Co., Ltd | 1,989 | $125.0K | 0.01% | −3,734−65.2% | Reduced |
| Addison Advisors LLC | 1,992 | $124.7K | 0.03% | +16+0.8% | Added |
| West Branch Capital LLC | 1,976 | $123.7K | 0.04% | +7+0.4% | Added |
| Harbor Investment Advisory, LLC | 1,971 | $123.4K | 0.01% | −220−10.0% | Reduced |
| Atlantic Trust, LLC | 1,890 | $118.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,884 | $118.0K | 0.07% | −614−24.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,816 | $113.7K | 0.02% | −4,770−72.4% | Reduced |
| Main Street Group, LTD | 1,802 | $112.8K | 0.04% | −700−28.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,800 | $112.8K | 0.03% | +90+5.3% | Added |
| Avion Wealth | 1,785 | $111.0K | 0.03% | +106+6.3% | Added |
| St Germain D J Co Inc | 1,763 | $110.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,734 | $108.5K | 0.04% | +9+0.5% | Added |
| Acropolis Investment Management, LLC | 1,718 | $107.5K | 0.01% | −3−0.2% | Reduced |
| Sittner & Nelson, LLC | 1,708 | $106.9K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,704 | $106.7K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,700 | $105.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,661 | $104.0K | 0.04% | −13−0.8% | Reduced |
| PFS Partners, LLC | 1,630 | $102.0K | 0.06% | +1+0.1% | Added |
| Monetary Management Group Inc | 1,625 | $101.7K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,610 | $100.8K | 0.01% | +1,377+591.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $100.2K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,560 | $97.7K | 0.01% | +961+160.4% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $97.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,548 | $96.9K | 0.06% | +200+14.8% | Added |
| Western Pacific Wealth Management, LP | 1,509 | $94.5K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,500 | $93.9K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $93.9K | 0.07% | +1,500 | New |
| TCTC Holdings, LLC | 1,487 | $93.1K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 1,475 | $92.3K | 0.05% | −115−7.2% | Reduced |
| Heritage Wealth Advisors | 1,438 | $90.0K | 0.00% | +266+22.7% | Added |
| Ancora Advisors, LLC | 1,426 | $89.3K | 0.00% | −8−0.6% | Reduced |
| Versant Capital Management, Inc | 1,421 | $89.0K | 0.02% | +190+15.4% | Added |
| Bell Investment Advisors, Inc | 1,417 | $88.7K | 0.02% | +8+0.6% | Added |
| Founders Capital Management | 1,400 | $87.6K | 0.05% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $87.6K | 0.06% | 00.0% | Unchanged |
| Eastern Bank | 1,390 | $87.0K | 0.00% | +1,390 | New |
| Jag Capital Management, LLC | 1,390 | $87.0K | 0.01% | +1,390 | New |
| First Financial Corp | 1,324 | $82.9K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,323 | $82.8K | 0.02% | +4+0.3% | Added |
| Peoples Financial Services Corp. | 1,302 | $81.5K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,292 | $80.9K | 0.07% | +136+11.8% | Added |
| CBIZ Investment Advisory Services, LLC | 1,290 | $80.8K | 0.00% | +1,290 | New |
| Hemington Wealth Management | 1,251 | $80.0K | 0.02% | +1,251 | New |
| ORG Wealth Partners, LLC | 1,271 | $79.6K | 0.03% | +1,271 | New |
| Fortitude Family Office, LLC | 1,270 | $79.5K | 0.03% | +931+274.6% | Added |
| Voisard Asset Management Group, Inc. | 1,267 | $79.3K | 0.03% | −188−12.9% | Reduced |
| Riverview Trust Co | 1,265 | $79.2K | 0.07% | +467+58.5% | Added |
| DT Investment Partners, LLC | 1,251 | $78.3K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,250 | $78.3K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,249 | $78.2K | 0.00% | −54−4.1% | Reduced |
| Solstein Capital, LLC | 1,225 | $76.7K | 0.04% | +1,225 | New |
| Ashton Thomas Securities, LLC | 1,203 | $75.3K | 0.01% | +1,203 | New |
| EMC Capital Management | 13,780 | $71.0K | 0.06% | +12,780+1,278.0% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $69.4K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,108 | $69.3K | 0.01% | +465+72.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,108 | $69.0K | 0.02% | −29−2.6% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $68.9K | 0.11% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,090 | $68.2K | 0.03% | +10+0.9% | Added |
| Ameliora Wealth Management Ltd. | 1,090 | $68.2K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,087 | $68.0K | 0.00% | +86+8.6% | Added |
| Bruce G. Allen Investments, LLC | 1,078 | $67.5K | 0.05% | −68−5.9% | Reduced |
| True Wealth Design, LLC | 1,076 | $67.4K | 0.03% | +1,076 | New |
| TSFG, LLC | 1,047 | $66.0K | 0.01% | +218+26.3% | Added |
| Trust Co of Vermont | 1,046 | $65.5K | 0.00% | −77−6.9% | Reduced |
| Pacifica Partners Inc. | 1,028 | $64.4K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,003 | $62.8K | 0.01% | +97+10.7% | Added |
| Tucker Asset Management LLC | 1,000 | $62.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $62.6K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $62.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 997 | $62.4K | 0.03% | −3−0.3% | Reduced |
| Colonial Trust Co | 984 | $61.6K | 0.01% | −1−0.1% | Reduced |
| REAP Financial Group, LLC | 981 | $61.4K | 0.02% | +164+20.1% | Added |
| Coppell Advisory Solutions LLC | 978 | $60.5K | 0.01% | −209−17.6% | Reduced |
| Cape Investment Advisory, Inc. | 950 | $59.5K | 0.02% | +2+0.2% | Added |
| TruNorth Capital Management, LLC | 946 | $59.2K | 0.02% | +900+1,956.5% | Added |
| Bollard Group LLC | 938 | $59.0K | 0.00% | +6+0.6% | Added |
| Fairscale Capital, LLC | 937 | $58.7K | 0.05% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 931 | $58.3K | 0.02% | −1,098−54.1% | Reduced |
| Castleview Partners, LLC | 925 | $57.9K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 884 | $56.8K | 0.01% | +8+0.9% | Added |
| Hall Laurie J Trustee | 900 | $56.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $53.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $52.9K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 845 | $52.9K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 832 | $52.1K | 0.00% | +832 | New |
| Planned Solutions, Inc. | 832 | $52.1K | 0.02% | +832 | New |
| Beacon Capital Management, LLC | 813 | $50.9K | 0.01% | +373+84.8% | Added |
| Motco | 806 | $50.5K | 0.01% | +806 | New |
| Hilltop National Bank | 804 | $50.3K | 0.02% | +30+3.9% | Added |
| Global Financial Private Client, LLC | 800 | $50.1K | 0.02% | +800 | New |
| Carolinas Wealth Consulting LLC | 784 | $49.0K | 0.01% | −5−0.6% | Reduced |
| Sachetta, LLC | 780 | $48.8K | 0.02% | −134−14.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 774 | $48.5K | 0.01% | +774 | New |
| One River Asset Management, LLC | 769 | $47.6K | 0.05% | +769 | New |
| Gen-Wealth Partners Inc | 716 | $46.2K | 0.02% | +66+10.2% | Added |
| Front Row Advisors LLC | 735 | $46.0K | 0.02% | −44−5.6% | Reduced |