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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 1,500 | $105.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $105.6K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,502 | $105.7K | 0.05% | +200+15.4% | Added |
| CKW Financial Group | 1,500 | $106.0K | 0.01% | −200−11.8% | Reduced |
| Fortitude Family Office, LLC | 1,519 | $106.9K | 0.04% | +249+19.6% | Added |
| Hills Bank & Trust Co | 1,526 | $107.4K | 0.01% | +1,526 | New |
| Rocky Mountain Advisers, LLC | 1,550 | $109.1K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,571 | $110.6K | 0.06% | −59−3.6% | Reduced |
| Jag Capital Management, LLC | 1,592 | $112.1K | 0.02% | +202+14.5% | Added |
| Operose Advisors LLC | 1,600 | $112.6K | 0.04% | −1,180−42.4% | Reduced |
| Vision Financial Markets LLC | 1,600 | $112.6K | 0.12% | +1,600 | New |
| Monetary Management Group Inc | 1,625 | $114.4K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,632 | $114.9K | 0.06% | +1,632 | New |
| Newbridge Financial Services Group, Inc. | 1,702 | $119.8K | 0.03% | +1,702 | New |
| Sittner & Nelson, LLC | 1,708 | $120.2K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 1,723 | $121.0K | 0.03% | −62−3.5% | Reduced |
| First Command Advisory Services, Inc. | 1,733 | $122.0K | 0.00% | +29+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,753 | $123.4K | 0.08% | −8,631−83.1% | Reduced |
| Vermillion Wealth Management, Inc. | 1,800 | $126.7K | 0.06% | +1,800 | New |
| Prestige Wealth Management Group LLC | 1,816 | $127.8K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,844 | $129.9K | 0.06% | +1,844 | New |
| St Germain D J Co Inc | 1,879 | $132.3K | 0.01% | +116+6.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,879 | $132.3K | 0.01% | +1,879 | New |
| Atlantic Trust, LLC | 1,890 | $133.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 1,975 | $139.0K | 0.04% | −601−23.3% | Reduced |
| Addison Advisors LLC | 1,992 | $140.2K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $140.8K | 0.05% | +400+25.0% | Added |
| City State Bank | 2,044 | $143.9K | 0.05% | −500−19.7% | Reduced |
| State of Wyoming | 2,057 | $144.8K | 0.02% | +2,057 | New |
| Van Hulzen Asset Management, LLC | 2,076 | $146.1K | 0.01% | +2,076 | New |
| Harbor Investment Advisory, LLC | 2,093 | $147.3K | 0.01% | +122+6.2% | Added |
| Exchange Traded Concepts, LLC | 2,157 | $151.8K | 0.00% | −301,146−99.3% | Reduced |
| Richardson Financial Services Inc. | 2,160 | $152.0K | 0.11% | −75−3.4% | Reduced |
| Catalyst Capital Advisors LLC | 2,177 | $153.2K | 0.00% | −742−25.4% | Reduced |
| Lee Danner & Bass Inc | 2,264 | $159.4K | 0.01% | −1,049−31.7% | Reduced |
| Hanson & Doremus Investment Management | 2,281 | $161.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,341 | $164.8K | 0.04% | +920+64.7% | Added |
| TCTC Holdings, LLC | 2,417 | $170.1K | 0.01% | +930+62.5% | Added |
| Crews Bank & Trust | 2,485 | $174.9K | 0.03% | +2,485 | New |
| HM Payson & Co | 2,513 | $176.9K | 0.00% | −92−3.5% | Reduced |
| Kestra Investment Management, LLC | 2,553 | $179.7K | 0.01% | +2,553 | New |
| Anchor Investment Management, LLC | 2,557 | $180.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,584 | $181.9K | 0.02% | +21+0.8% | Added |
| Atala Financial Inc | 2,615 | $184.1K | 0.13% | +2,615 | New |
| Washington Trust Advisors, Inc. | 2,625 | $184.8K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,692 | $189.5K | 0.01% | −252−8.6% | Reduced |
| Washington Trust Co | 2,700 | $190.1K | 0.01% | −550−16.9% | Reduced |
| Duncker Streett & Co Inc | 2,719 | $191.4K | 0.04% | +559+25.9% | Added |
| AllSquare Wealth Management LLC | 2,748 | $193.4K | 0.11% | +1,200+77.5% | Added |
| Copia Wealth Management | 2,751 | $193.6K | 0.18% | +2,751 | New |
| Covestor Ltd | 2,816 | $198.0K | 0.12% | +932+49.5% | Added |
| IFG Advisory, LLC | 2,844 | $200.2K | 0.01% | +2,844 | New |
| Peregrine Asset Advisers, Inc. | 2,848 | $200.4K | 0.07% | −61,261−95.6% | Reduced |
| Stenger Family Office, LLC | 2,849 | $200.5K | 0.07% | +2,849 | New |
| Second Line Capital, LLC | 2,849 | $200.6K | 0.05% | +2,849 | New |
| Lantz Financial LLC | 2,850 | $200.6K | 0.05% | +2,850 | New |
| Symphony Financial, Ltd. Co. | 2,468 | $201.5K | 0.03% | +2,468 | New |
| Davis Investment Partners, LLC | 2,827 | $201.8K | 0.09% | +2,827 | New |
| Aspen Investment Management Inc | 2,889 | $203.0K | 0.09% | +2,889 | New |
| TFR Capital, LLC. | 2,884 | $203.0K | 0.10% | +2,884 | New |
| Golden State Wealth Management, LLC | 2,885 | $203.1K | 0.03% | +2,885 | New |
| Home Federal Bank of Tennessee | 2,889 | $203.4K | 0.06% | +2,889 | New |
| Silvant Capital Management LLC | 2,906 | $204.6K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,910 | $204.8K | 0.02% | +2,910 | New |
| Pinnacle Bancorp, Inc. | 2,920 | $205.5K | 0.07% | −60−2.0% | Reduced |
| GSB Wealth Management, LLC | 2,925 | $205.9K | 0.05% | +2,925 | New |
| Daymark Wealth Partners, LLC | 2,927 | $206.0K | 0.01% | +2,927 | New |
| Alpha Cubed Investments, LLC | 2,930 | $206.2K | 0.01% | +2,930 | New |
| Pavion Blue Capital, LLC | 2,933 | $206.4K | 0.10% | +2,933 | New |
| Camelot Portfolios, LLC | 2,938 | $206.8K | 0.22% | +2,938 | New |
| TRUE Private Wealth Advisors | 2,951 | $207.8K | 0.03% | −492−14.3% | Reduced |
| Aspen Wealth Strategies, LLC | 2,958 | $208.2K | 0.13% | +2,958 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,960 | $208.3K | 0.07% | +2,960 | New |
| Albert D Mason Inc | 2,960 | $208.4K | 0.14% | +2,960 | New |
| RKL Wealth Management LLC | 2,962 | $208.5K | 0.02% | +2,962 | New |
| Successful Portfolios LLC | 2,966 | $208.7K | 0.14% | +2,966 | New |
| Vestmark Advisory Solutions, Inc. | 2,979 | $209.7K | 0.01% | +2,979 | New |
| Patten Group, Inc. | 2,981 | $209.8K | 0.05% | +2,981 | New |
| Sendero Wealth Management, LLC | 2,997 | $211.0K | 0.03% | +2,997 | New |
| Grove Bank & Trust | 3,000 | $211.2K | 0.03% | +436+17.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,006 | $211.6K | 0.04% | +3,006 | New |
| Caldwell Trust Co | 3,008 | $211.7K | 0.02% | −296−9.0% | Reduced |
| Visionary Wealth Advisors | 3,008 | $211.7K | 0.01% | −360−10.7% | Reduced |
| Western Pacific Wealth Management, LP | 3,034 | $213.6K | 0.17% | +1,525+101.1% | Added |
| Requisite Capital Management, LLC | 3,036 | $213.7K | 0.04% | −800−20.9% | Reduced |
| Frisch Financial Group, Inc. | 3,033 | $214.0K | 0.06% | +3,033 | New |
| Addison Capital Co | 3,046 | $214.4K | 0.09% | −380−11.1% | Reduced |
| Apriem Advisors | 3,053 | $214.9K | 0.02% | +3,053 | New |
| Oak Harbor Wealth Partners, LLC | 3,064 | $215.7K | 0.06% | +3,064 | New |
| Evolution Wealth Advisors, LLC | 3,070 | $216.1K | 0.04% | +3,070 | New |
| Mechanics Bank Trust Department | 3,071 | $216.2K | 0.03% | +3,071 | New |
| Yoder Wealth Management, Inc. | 3,083 | $217.0K | 0.12% | +3,083 | New |
| Peoples Bank | 3,090 | $217.5K | 0.15% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,118 | $218.0K | 0.00% | +2,923+1,499.0% | Added |
| Eagle Global Advisors LLC | 3,100 | $218.2K | 0.01% | +3,100 | New |
| Alpha Family Trust | 3,100 | $218.2K | 0.12% | +3,100 | New |
| Legacy Edge Advisors, LLC | 3,107 | $218.7K | 0.03% | +3,107 | New |
| Baxter Bros Inc | 3,116 | $219.3K | 0.03% | +3,116 | New |
| Fearless Solutions, LLC dba Best Invest | 3,125 | $220.0K | 0.17% | +3,125 | New |
| All Terrain Financial Advisors, LLC | 3,128 | $220.2K | 0.09% | −900−22.3% | Reduced |