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, Q4 2024
Institutional positions in Citigroup Inc as of Dec 31, 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
- 1,997
- +237 vs. Q3 2024
- Shares held
- 1.42B
- +23.6M (+1.7%) vs. Q3 2024
- Total value
- $100.1B
- +$12.4B (+14.2%) vs. Q3 2024
- New holders
- 329
- 776 more added
- Sold out
- 92
- 659 more reduced
32 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,064 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 9,714 | $760.3K | 0.30% | +241+2.5% | Added |
| Kathmere Capital Management, LLC | 10,809 | $760.8K | 0.07% | +987+10.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,883 | $766.1K | 0.18% | +61+0.6% | Added |
| Philip James Wealth Mangement, LLC | 10,957 | $771.2K | 0.10% | −247−2.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 10,961 | $771.5K | 0.29% | +10,187+1,316.1% | Added |
| Riverbend Wealth Management, LLC | 10,944 | $771.6K | 0.69% | +10,944 | New |
| Spire Wealth Management | 10,980 | $772.9K | 0.02% | +7+0.1% | Added |
| Verdence Capital Advisors LLC | 11,041 | $777.2K | 0.06% | −1,655−13.0% | Reduced |
| NVWM, LLC | 11,105 | $781.7K | 0.20% | −40−0.4% | Reduced |
| Trajan Wealth LLC | 11,146 | $784.6K | 0.04% | −1,318−10.6% | Reduced |
| Schnieders Capital Management LLC | 11,203 | $788.6K | 0.16% | −50−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 9,932 | $790.7K | 0.08% | −13,692−58.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,240 | $791.2K | 0.06% | −19,654−63.6% | Reduced |
| American Trust Investment Advisors, LLC | 11,250 | $791.9K | 0.32% | +2,345+26.3% | Added |
| NorthRock Partners, LLC | 11,311 | $796.2K | 0.03% | +22+0.2% | Added |
| GeoWealth Management, LLC | 11,338 | $798.1K | 0.03% | +1,050+10.2% | Added |
| WSFS Capital Management, LLC | 11,351 | $799.0K | 0.04% | −192−1.7% | Reduced |
| Chiron Investment Management, LLC | 11,402 | $802.6K | 0.27% | +11,402 | New |
| Arete Wealth Advisors, LLC | 11,411 | $804.0K | 0.06% | −4,506−28.3% | Reduced |
| Rossmore Private Capital | 11,430 | $804.6K | 0.10% | 00.0% | Unchanged |
| RMR Wealth Builders | 11,432 | $804.7K | 0.08% | −160−1.4% | Reduced |
| Washington Trust Bank | 11,457 | $806.5K | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 11,507 | $810.0K | 0.06% | +1,145+11.0% | Added |
| Two Sigma Securities, LLC | 11,520 | $810.9K | 0.15% | −15,344−57.1% | Reduced |
| Csenge Advisory Group | 11,532 | $811.8K | 0.04% | +256+2.3% | Added |
| WCG Wealth Advisors LLC | 11,573 | $815.0K | 0.05% | +371+3.3% | Added |
| SeaBridge Investment Advisors LLC | 11,584 | $815.4K | 0.17% | +2,090+22.0% | Added |
| Independent Financial Group, LLC | 11,621 | $818.0K | 0.03% | −1,772−13.2% | Reduced |
| Concord Asset Management, LLC | 11,686 | $822.6K | 0.18% | +2,211+23.3% | Added |
| First Commonwealth Financial Corp | 11,771 | $828.6K | 0.20% | +720+6.5% | Added |
| Morningstar Investment Services LLC | 11,787 | $830.0K | 0.08% | −146,764−92.6% | Reduced |
| HBK Sorce Advisory LLC | 11,803 | $830.8K | 0.03% | +1,224+11.6% | Added |
| Venturi Wealth Management, LLC | 11,820 | $832.0K | 0.04% | +9,772+477.1% | Added |
| Fortress Private Ledger, LLC | 11,826 | $832.4K | 0.51% | +11,826 | New |
| Personal Cfo Solutions, LLC | 11,856 | $834.6K | 0.16% | +1,195+11.2% | Added |
| Seelaus Asset Management LLC | 11,876 | $836.0K | 0.76% | +3,780+46.7% | Added |
| Sandy Spring Bank | 11,952 | $841.3K | 0.03% | −1,592−11.8% | Reduced |
| Avestar Capital, LLC | 11,960 | $841.9K | 0.08% | −196−1.6% | Reduced |
| World Equity Group, Inc. | 11,980 | $843.3K | 0.18% | +378+3.3% | Added |
| Ulysses Management LLC | 12,000 | $844.7K | 0.20% | +12,000 | New |
| 3Chopt Investment Partners, LLC | 12,004 | $845.0K | 0.29% | +12,004 | New |
| Twelve Points Wealth Management LLC | 12,023 | $846.3K | 0.24% | +1,336+12.5% | Added |
| Benjamin Edwards Inc | 12,073 | $849.9K | 0.01% | +512+4.4% | Added |
| Loomis Sayles & Co L P | 12,069 | $850.0K | 0.00% | +115+1.0% | Added |
| Asset Dedication, LLC | 12,100 | $851.7K | 0.07% | −480−3.8% | Reduced |
| Coastwise Capital Group, LLC | 12,100 | $851.7K | 0.68% | −146−1.2% | Reduced |
| Stonegate Investment Group, LLC | 12,122 | $853.3K | 0.02% | +405+3.5% | Added |
| Sabal Trust CO | 12,170 | $856.6K | 0.05% | +5,586+84.8% | Added |
| Lazari Capital Management, Inc. | 12,277 | $864.1K | 0.34% | −361−2.9% | Reduced |
| R Squared Ltd | 12,290 | $865.1K | 0.84% | +12,290 | New |
| SRS Capital Advisors, Inc. | 12,378 | $871.4K | 0.05% | +7,133+136.0% | Added |
| Diversify Advisory Services, LLC | 12,225 | $872.9K | 0.05% | +225+1.9% | Added |
| Centiva Capital, LP | 12,450 | $876.4K | 0.03% | −40,020−76.3% | Reduced |
| Manchester Capital Management LLC | 12,466 | $877.5K | 0.10% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,497 | $879.7K | 0.03% | −1,745−12.3% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $879.9K | 0.01% | 00.0% | Unchanged |
| Umpqua Bank | 12,055 | $886.0K | 0.31% | −8,275−40.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,594 | $886.5K | 0.04% | +3,086+32.5% | Added |
| Sagespring Wealth Partners, LLC | 12,595 | $886.6K | 0.02% | +12,595 | New |
| Nilsine Partners, LLC | 12,634 | $889.3K | 0.10% | +429+3.5% | Added |
| Haverford Trust Co | 12,644 | $890.0K | 0.01% | −263−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 12,661 | $891.2K | 0.09% | +203+1.6% | Added |
| Concord Wealth Partners | 12,698 | $893.8K | 0.15% | +1,606+14.5% | Added |
| Harvey Capital Management Inc | 12,700 | $894.0K | 0.21% | +12,700 | New |
| Callan Family Office, LLC | 12,745 | $897.1K | 0.06% | +12,745 | New |
| Triangle Securities Wealth Management | 12,864 | $905.5K | 0.23% | −399−3.0% | Reduced |
| BKM Wealth Management, LLC | 12,878 | $906.5K | 0.37% | −187−1.4% | Reduced |
| Guardian Investment Management | 12,890 | $907.3K | 0.66% | −2,100−14.0% | Reduced |
| StoneX Group Inc. | 12,909 | $908.6K | 0.05% | +12,909 | New |
| Fort Sheridan Advisors LLC | 13,008 | $915.6K | 0.13% | −170−1.3% | Reduced |
| Good Life Advisors, LLC | 13,082 | $920.8K | 0.07% | −2,274−14.8% | Reduced |
| Graypoint LLC | 13,177 | $927.5K | 0.06% | +2,100+19.0% | Added |
| Shikiar Asset Management Inc | 13,188 | $928.0K | 0.25% | +750+6.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 13,281 | $934.8K | 0.10% | +13,281 | New |
| Whalen Wealth Management Inc. | 13,312 | $937.0K | 0.65% | +13,312 | New |
| Fullcircle Wealth LLC | 11,446 | $939.7K | 0.38% | −115−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 13,383 | $942.0K | 0.04% | −254−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 13,500 | $950.3K | 0.07% | +892+7.1% | Added |
| Trust Point Inc. | 13,560 | $954.5K | 0.07% | −1,282−8.6% | Reduced |
| Johnson Investment Counsel Inc | 13,569 | $955.1K | 0.01% | +795+6.2% | Added |
| Jamison Private Wealth Management, Inc. | 13,584 | $956.2K | 0.14% | +1,002+8.0% | Added |
| Whittier Trust Co of Nevada Inc | 13,634 | $959.5K | 0.02% | −4,083−23.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,700 | $964.3K | 0.56% | −600−4.2% | Reduced |
| Diversify Wealth Management, LLC | 13,553 | $967.7K | 0.08% | +291+2.2% | Added |
| CX Institutional | 13,860 | $975.7K | 0.04% | +807+6.2% | Added |
| LifePlan Financial, LLC | 14,060 | $989.7K | 0.87% | −973−6.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $994.9K | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 14,176 | $997.8K | 0.03% | +2,722+23.8% | Added |
| MWA Asset Management | 14,183 | $998.3K | 0.66% | +1,598+12.7% | Added |
| Citizens National Bank Trust Department | 14,201 | $999.6K | 0.21% | +13,861+4,076.8% | Added |
| Power Wealth Management LLC | 14,229 | $1.00M | 0.42% | +43+0.3% | Added |
| Premier Path Wealth Partners, LLC | 14,242 | $1.00M | 0.15% | +202+1.4% | Added |
| Sowell Financial Services LLC | 14,307 | $1.01M | 0.05% | −3,988−21.8% | Reduced |
| Michels Family Financial, LLC | 14,311 | $1.01M | 0.92% | +14,311 | New |
| Ransom Advisory, Ltd | 14,314 | $1.01M | 0.46% | −1,250−8.0% | Reduced |
| Breakwater Capital Group | 14,388 | $1.01M | 0.20% | +474+3.4% | Added |
| Phoenix Holdings Ltd. | 14,401 | $1.01M | 0.01% | −1,092−7.0% | Reduced |
| Citizens Financial Group Inc | 14,404 | $1.01M | 0.02% | −145−1.0% | Reduced |
| Intrust Bank NA | 14,514 | $1.02M | 0.10% | +1,176+8.8% | Added |
| Intrinsic Value Partners, LLC | 14,525 | $1.02M | 1.03% | −500−3.3% | Reduced |