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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 513 | $36.1K | 0.00% | −4−0.8% | Reduced |
| Legacy Investment Solutions, LLC | 449 | $36.7K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 449 | $36.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 523 | $36.8K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 530 | $37.3K | 0.03% | +530 | New |
| Archer Investment Corp | 531 | $37.4K | 0.01% | +2+0.4% | Added |
| Laurel Wealth Advisors LLC | 539 | $37.9K | 0.01% | −68−11.2% | Reduced |
| Financial Perspectives, Inc | 546 | $38.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $38.6K | 0.00% | −19−3.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 550 | $38.7K | 0.03% | +550 | New |
| West Branch Capital LLC | 551 | $38.8K | 0.01% | −1,425−72.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 569 | $40.1K | 0.00% | −991−63.5% | Reduced |
| Park Place Capital Corp | 576 | $40.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 577 | $40.6K | 0.02% | −139−19.4% | Reduced |
| TruNorth Capital Management, LLC | 581 | $40.9K | 0.01% | −365−38.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 606 | $42.0K | 0.03% | −502−45.3% | Reduced |
| Wood Tarver Financial Group, LLC | 607 | $42.0K | 0.01% | +607 | New |
| Berbice Capital Management LLC | 600 | $42.2K | 0.03% | +600 | New |
| Innovative Advisory Group, LLC | 600 | $42.2K | 0.04% | +600 | New |
| Quest 10 Wealth Builders, Inc. | 601 | $42.3K | 0.04% | +601 | New |
| Cranbrook Wealth Management, LLC | 606 | $42.7K | 0.01% | +11+1.8% | Added |
| CNB Bank | 613 | $43.1K | 0.02% | −1−0.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 617 | $43.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 631 | $44.4K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 631 | $44.4K | 0.03% | +631 | New |
| Sachetta, LLC | 642 | $45.2K | 0.02% | −138−17.7% | Reduced |
| Financial Network Wealth Advisors LLC | 655 | $46.1K | 0.09% | −637−49.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 680 | $47.9K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 701 | $49.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 705 | $49.6K | 0.01% | −26−3.6% | Reduced |
| Global Trust Asset Management, LLC | 709 | $49.9K | 0.02% | +212+42.7% | Added |
| Hartford Financial Management Inc. | 721 | $50.8K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 731 | $51.5K | 0.02% | +203+38.4% | Added |
| Front Row Advisors LLC | 735 | $51.7K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 774 | $54.5K | 0.01% | +774 | New |
| Talon Private Wealth, LLC | 780 | $54.9K | 0.01% | +780 | New |
| Hilltop National Bank | 804 | $56.6K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 823 | $57.9K | 0.02% | +23+2.9% | Added |
| TSFG, LLC | 825 | $58.0K | 0.01% | −222−21.2% | Reduced |
| Vista Private Wealth Partners. LLC | 833 | $58.6K | 0.02% | −98−10.5% | Reduced |
| Coppell Advisory Solutions LLC | 837 | $59.1K | 0.01% | −141−14.4% | Reduced |
| First Community Trust NA | 845 | $59.5K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 845 | $59.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 857 | $60.3K | 0.03% | −467−35.3% | Reduced |
| Capital Management Associates | 859 | $60.5K | 0.07% | −3,817−81.6% | Reduced |
| Bollard Group LLC | 879 | $62.0K | 0.00% | −59−6.3% | Reduced |
| BankPlus Trust Department | 895 | $63.0K | 0.02% | +895 | New |
| Hall Laurie J Trustee | 900 | $63.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 891 | $63.3K | 0.01% | +7+0.8% | Added |
| GF Fund Management Co. Ltd. | 932 | $65.6K | 0.00% | +932 | New |
| Fairscale Capital, LLC | 937 | $66.0K | 0.06% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 946 | $66.6K | 0.02% | −35−3.6% | Reduced |
| Ofi Invest Asset Management | 1,008 | $68.5K | 0.00% | +1,008 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $68.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 998 | $69.8K | 0.03% | −30−2.9% | Reduced |
| EMC Capital Management | 1,000 | $70.0K | 0.04% | −12,780−92.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 997 | $70.2K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 997 | $70.2K | 0.03% | −93−8.5% | Reduced |
| ZRC Wealth Management, LLC | 1,000 | $70.4K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $70.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $70.4K | 0.03% | +1,000 | New |
| GKV Capital Management Co., Inc. | 1,000 | $70.4K | 0.03% | +1,000 | New |
| Bellwether Advisors, LLC | 1,019 | $71.7K | 0.01% | +1,019 | New |
| Cape Investment Advisory, Inc. | 1,038 | $73.0K | 0.03% | +88+9.3% | Added |
| Blue Bell Private Wealth Management, LLC | 1,042 | $73.3K | 0.01% | +39+3.9% | Added |
| Trust Co of Vermont | 1,046 | $73.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,080 | $76.0K | 0.00% | −7−0.6% | Reduced |
| Tucker Asset Management LLC | 1,095 | $77.1K | 0.01% | +95+9.5% | Added |
| Murphy & Mullick Capital Management Corp | 1,096 | $77.2K | 0.07% | +1,096 | New |
| Grayhawk Investment Strategies Inc. | 1,100 | $77.4K | 0.15% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,108 | $78.0K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,108 | $78.0K | 0.06% | +30+2.8% | Added |
| Carolinas Wealth Consulting LLC | 1,128 | $79.3K | 0.02% | +344+43.9% | Added |
| True Wealth Design, LLC | 1,195 | $84.1K | 0.03% | +119+11.1% | Added |
| Bell Investment Advisors, Inc | 1,212 | $85.3K | 0.02% | −205−14.5% | Reduced |
| Solstein Capital, LLC | 1,225 | $86.2K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 1,231 | $86.6K | 0.02% | −1,619−56.8% | Reduced |
| Montag A & Associates Inc | 1,249 | $87.9K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,250 | $88.0K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $88.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,265 | $89.0K | 0.08% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,277 | $89.9K | 0.05% | +1,277 | New |
| Johnson Financial Group, Inc. | 1,118 | $91.0K | 0.00% | −8,309−88.1% | Reduced |
| Ancora Advisors, LLC | 1,313 | $92.4K | 0.00% | −113−7.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,316 | $92.6K | 0.01% | +208+18.8% | Added |
| Wintrust Investments LLC | 1,330 | $93.0K | 0.08% | −3,019−69.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,326 | $93.3K | 0.02% | +3+0.2% | Added |
| Eagle Bay Advisors LLC | 1,341 | $94.4K | 0.06% | −320−19.3% | Reduced |
| Matrix Trust Co | 1,355 | $95.0K | 0.02% | +1,126+491.7% | Added |
| CBIZ Investment Advisory Services, LLC | 1,353 | $95.2K | 0.00% | +63+4.9% | Added |
| Hemington Wealth Management | 1,387 | $97.0K | 0.02% | +136+10.9% | Added |
| Eastern Bank | 1,390 | $97.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $98.5K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $98.5K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,402 | $98.7K | 0.04% | −400−22.2% | Reduced |
| Millstone Evans Group, LLC | 1,403 | $98.8K | 0.07% | +1,403 | New |
| Heritage Wealth Advisors | 1,443 | $101.6K | 0.01% | +5+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,454 | $102.3K | 0.01% | −1,491−50.6% | Reduced |
| Union Savings Bank | 1,475 | $103.8K | 0.05% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,497 | $105.4K | 0.10% | +1,497 | New |