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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 731 | $45.8K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 721 | $45.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 701 | $43.9K | 0.01% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $42.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 631 | $39.5K | 0.01% | −100−13.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 635 | $39.0K | 0.02% | +260+69.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 617 | $38.6K | 0.01% | −149−19.5% | Reduced |
| CNB Bank | 614 | $38.4K | 0.02% | 00.0% | Unchanged |
| Exane Asset Management | 610 | $38.2K | 0.03% | −159,349−99.6% | Reduced |
| Laurel Wealth Advisors LLC | 607 | $38.0K | 0.01% | +236+63.6% | Added |
| Cranbrook Wealth Management, LLC | 595 | $37.2K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 575 | $36.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 576 | $36.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 568 | $35.6K | 0.00% | +368+184.0% | Added |
| Financial Perspectives, Inc | 546 | $34.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 544 | $34.1K | 0.01% | +225+70.5% | Added |
| Gilliland Jeter Wealth Management LLC | 542 | $33.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 529 | $33.1K | 0.01% | −200−27.4% | Reduced |
| Fairway Wealth LLC | 528 | $33.1K | 0.02% | −162−23.5% | Reduced |
| Princeton Global Asset Management LLC | 523 | $32.7K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 518 | $32.4K | 0.05% | −71−12.1% | Reduced |
| Meeder Asset Management Inc | 517 | $32.4K | 0.00% | +7+1.4% | Added |
| JNBA Financial Advisors | 503 | $31.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $31.3K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $31.1K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 449 | $30.9K | 0.02% | +449 | New |
| Legacy Wealth Managment, LLC | 449 | $30.9K | 0.02% | +449 | New |
| City Holding Co | 490 | $30.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 481 | $30.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 473 | $29.6K | 0.01% | +3+0.6% | Added |
| Coston, McIsaac & Partners | 466 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 471 | $29.0K | 0.00% | +144+44.0% | Added |
| Battery Global Advisors, LLC | 463 | $29.0K | 0.02% | +463 | New |
| Centennial Bank | 459 | $28.7K | 0.01% | −89−16.2% | Reduced |
| Northwest Investment Counselors, LLC | 450 | $28.2K | 0.01% | +450 | New |
| Smithfield Trust Co | 420 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 429 | $26.9K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 423 | $26.5K | 0.02% | −1−0.2% | Reduced |
| Avalon Trust Co | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 383 | $24.0K | 0.01% | −43−10.1% | Reduced |
| Raffa Wealth Management, LLC | 370 | $23.2K | 0.01% | −121−24.6% | Reduced |
| Capital Advisors, Ltd. LLC | 366 | $23.0K | 0.00% | −206−36.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 363 | $22.8K | 0.01% | +218+150.3% | Added |
| Salomon & Ludwin, LLC | 355 | $22.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 356 | $22.0K | 0.00% | −373−51.2% | Reduced |
| West Financial Advisors, LLC | 348 | $21.8K | 0.00% | +348 | New |
| Godsey & Gibb Associates | 346 | $21.7K | 0.00% | +346 | New |
| Jackson, Grant Investment Advisers, Inc. | 344 | $21.5K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 343 | $21.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 340 | $21.3K | 0.00% | −40−10.5% | Reduced |
| Indiana Trust & Investment Management CO | 340 | $21.3K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 338 | $21.0K | 0.00% | −256,219−99.9% | Reduced |
| Cornerstone Planning Group LLC | 324 | $21.0K | 0.01% | −87−21.2% | Reduced |
| NCP Inc. | 330 | $20.6K | 0.01% | +3+0.9% | Added |
| Glass Jacobson Investment Advisors llc | 328 | $20.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 327 | $20.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 325 | $20.3K | 0.00% | −18−5.2% | Reduced |
| New England Capital Financial Advisors LLC | 304 | $19.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 301 | $18.9K | 0.00% | −1,716−85.1% | Reduced |
| Valued Wealth Advisors LLC | 300 | $18.8K | 0.01% | +32+11.9% | Added |
| Bullock Wealth Management Group | 296 | $18.3K | 0.01% | +2+0.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 274 | $17.2K | 0.01% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 269 | $16.8K | 0.01% | +37+15.9% | Added |
| Chesapeake Asset Management LLC | 264 | $16.6K | 0.01% | −70−21.0% | Reduced |
| Barrett & Company, Inc. | 264 | $16.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 261 | $16.3K | 0.00% | +90+52.6% | Added |
| Uncommon Cents Investing LLC | 257 | $16.1K | 0.00% | +257 | New |
| AlphaMark Advisors, LLC | 250 | $16.0K | 0.01% | −328−56.7% | Reduced |
| Richard W. Paul & Associates, LLC | 251 | $15.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 250 | $15.7K | 0.00% | +250 | New |
| Cyrus J. Lawrence, LLC | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 236 | $14.8K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 234 | $14.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 233 | $14.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 227 | $14.2K | 0.01% | −443−66.1% | Reduced |
| Matrix Trust Co | 229 | $14.0K | 0.00% | +229 | New |
| Atticus Wealth Management, LLC | 219 | $13.7K | 0.00% | +2+0.9% | Added |
| Private Wealth Management Group, LLC | 213 | $13.3K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 210 | $13.1K | 0.00% | +10+5.0% | Added |
| Peterson Financial Group, Inc. | 209 | $13.1K | 0.05% | +209 | New |
| Core Alternative Capital | 205 | $12.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 203 | $12.7K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 202 | $12.6K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 201 | $12.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $12.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 195 | $12.2K | 0.00% | −165−45.8% | Reduced |
| Tradewinds Capital Management, LLC | 195 | $12.2K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 186 | $11.6K | 0.00% | +186 | New |
| Transcendent Capital Group LLC | 185 | $11.6K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 183 | $11.5K | 0.01% | −375−67.2% | Reduced |
| CoreFirst Bank & Trust | 182 | $11.4K | 0.01% | +182 | New |
| Syntax Research, Inc. | 179 | $11.2K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 177 | $11.1K | 0.00% | +137+342.5% | Added |
| Register Financial Advisors LLC | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 173 | $10.8K | 0.01% | +100+137.0% | Added |
| Dunhill Financial, LLC | 168 | $10.5K | 0.01% | +3+1.8% | Added |
| Globeflex Capital L P | 168 | $10.5K | 0.00% | −658,871−100.0% | Reduced |
| Missouri Trust & Investment Co | 164 | $10.3K | 0.00% | +164 | New |