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; 2,643 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 145 | $10.4K | 0.01% | +145 | New |
| FLP Wealth Management, LLC | 152 | $10.7K | 0.03% | +152 | New |
| Harbor Capital Advisors, Inc. | 156 | $11.0K | 0.00% | −10−6.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 161 | $11.4K | 0.00% | −320−66.5% | Reduced |
| New Millennium Group LLC | 167 | $11.8K | 0.01% | +146+695.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 171 | $12.0K | 0.00% | −90−34.5% | Reduced |
| Highline Wealth Partners LLC | 174 | $12.2K | 0.00% | +32+22.5% | Added |
| Register Financial Advisors LLC | 175 | $12.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 177 | $12.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 179 | $12.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 181 | $12.8K | 0.00% | +58+47.2% | Added |
| CoreFirst Bank & Trust | 182 | $12.8K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 183 | $12.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 185 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 186 | $13.1K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 186 | $13.1K | 0.00% | +186 | New |
| Truvestments Capital LLC | 187 | $13.2K | 0.00% | +135+259.6% | Added |
| Pathway Financial Advisers, LLC | 192 | $13.5K | 0.00% | −9,841−98.1% | Reduced |
| Accent Capital Management, LLC | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $14.1K | 0.01% | +200 | New |
| Modus Advisors, LLC | 200 | $14.1K | 0.00% | +200 | New |
| Anfield Capital Management, LLC | 201 | $14.1K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 201 | $14.1K | 0.01% | +201 | New |
| Fairman Group, LLC | 202 | $14.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 209 | $14.7K | 0.00% | +134+178.7% | Added |
| South Plains Financial, Inc. | 212 | $14.9K | 0.01% | +212 | New |
| Stonebridge Financial Group, LLC | 213 | $15.0K | 0.00% | +213 | New |
| Private Wealth Management Group, LLC | 213 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 221 | $15.6K | 0.00% | +2+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 222 | $15.7K | 0.00% | +58+35.4% | Added |
| Bogart Wealth, LLC | 223 | $15.7K | 0.00% | +218+4,360.0% | Added |
| Tompkins Financial Corp | 227 | $16.0K | 0.00% | −100−30.6% | Reduced |
| Red Tortoise LLC | 233 | $16.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 236 | $16.6K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 239 | $16.8K | 0.00% | −336−58.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 240 | $16.9K | 0.01% | +240 | New |
| Plante Moran Financial Advisors, LLC | 242 | $17.0K | 0.00% | +143+144.4% | Added |
| Olistico Wealth, LLC | 245 | $17.2K | 0.01% | +42+20.7% | Added |
| Accredited Wealth Management, LLC | 245 | $17.3K | 0.02% | +245 | New |
| 1620 Investment Advisors, Inc. | 250 | $17.6K | 0.01% | +250 | New |
| Mainstream Capital Management LLC | 250 | $17.6K | 0.01% | +250 | New |
| Richard W. Paul & Associates, LLC | 251 | $17.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Motco | 259 | $18.2K | 0.00% | −547−67.9% | Reduced |
| Missouri Trust & Investment Co | 260 | $18.3K | 0.01% | +96+58.5% | Added |
| Barrett & Company, Inc. | 264 | $18.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 268 | $18.9K | 0.01% | −32−10.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 269 | $18.9K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 270 | $19.0K | 0.01% | −189−41.2% | Reduced |
| Dunhill Financial, LLC | 272 | $19.1K | 0.01% | +104+61.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 274 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 285 | $20.0K | 0.00% | +35+14.0% | Added |
| Pineridge Advisors LLC | 287 | $20.2K | 0.01% | +128+80.5% | Added |
| Bullock Wealth Management Group | 298 | $20.9K | 0.01% | +2+0.7% | Added |
| Pittenger & Anderson Inc | 300 | $21.1K | 0.00% | +300 | New |
| Horizons Wealth Management | 303 | $21.3K | 0.02% | −120−28.4% | Reduced |
| New England Capital Financial Advisors LLC | 304 | $21.4K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 307 | $21.6K | 0.02% | +307 | New |
| Salomon & Ludwin, LLC | 311 | $21.9K | 0.00% | −44−12.4% | Reduced |
| Whipplewood Advisors, LLC | 318 | $22.4K | 0.01% | +318 | New |
| ORG Partners LLC | 319 | $22.5K | 0.00% | +18+6.0% | Added |
| TFC Financial Management | 325 | $22.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 327 | $23.0K | 0.01% | −43−11.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 328 | $23.1K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 332 | $23.4K | 0.01% | +2+0.6% | Added |
| Indiana Trust & Investment Management CO | 340 | $23.9K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 340 | $23.9K | 0.05% | +340 | New |
| Pacific Capital Wealth Advisors, Inc | 343 | $24.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $24.2K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 348 | $24.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 354 | $24.9K | 0.01% | −29−7.6% | Reduced |
| Valley National Advisers Inc | 356 | $25.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 362 | $25.5K | 0.01% | −182−33.5% | Reduced |
| Ameriflex Group, Inc. | 313 | $25.5K | 0.01% | +313 | New |
| CarsonAllaria Wealth Management, Ltd. | 364 | $25.7K | 0.01% | +1+0.3% | Added |
| Core Alternative Capital | 376 | $26.5K | 0.01% | +171+83.4% | Added |
| JNBA Financial Advisors | 377 | $26.6K | 0.00% | −126−25.0% | Reduced |
| Consultiva Wealth Management, Corp. | 379 | $26.7K | 0.13% | +379 | New |
| Capital Advisors, Ltd. LLC | 386 | $27.0K | 0.00% | +20+5.5% | Added |
| Cornerstone Planning Group LLC | 343 | $27.8K | 0.01% | +19+5.9% | Added |
| Avalon Trust Co | 400 | $28.2K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $28.2K | 0.01% | +400 | New |
| Smithfield Trust Co | 420 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 429 | $30.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $31.0K | 0.01% | −185−29.1% | Reduced |
| UMA Financial Services, Inc. | 449 | $31.6K | 0.01% | +449 | New |
| Coston, McIsaac & Partners | 466 | $32.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 461 | $32.0K | 0.00% | +123+36.4% | Added |
| Battery Global Advisors, LLC | 465 | $32.7K | 0.02% | +2+0.4% | Added |
| Financial Management Professionals, Inc. | 477 | $33.6K | 0.00% | +6+1.3% | Added |
| Wiser Advisor Group LLC | 482 | $34.0K | 0.05% | −36−6.9% | Reduced |
| City Holding Co | 490 | $34.5K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 492 | $34.6K | 0.01% | +492 | New |
| WPG Advisers, LLC | 492 | $34.6K | 0.03% | +492 | New |
| Horrell Capital Management, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $35.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $35.2K | 0.00% | +300+150.0% | Added |
| Beacon Capital Management, LLC | 501 | $35.3K | 0.00% | −312−38.4% | Reduced |
| Strategic Investment Solutions, Inc. | 577 | $35.3K | 0.01% | +104+22.0% | Added |