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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 3,133 | $220.5K | 0.15% | +3,133 | New |
| Westwood Holdings Group Inc. | 3,138 | $220.9K | 0.00% | −441−12.3% | Reduced |
| Austin Private Wealth, LLC | 3,145 | $221.4K | 0.02% | +492+18.5% | Added |
| Aviance Capital Partners, LLC | 3,153 | $222.0K | 0.03% | +3,153 | New |
| Waterloo Capital, L.P. | 3,163 | $222.7K | 0.02% | +3,163 | New |
| Texas Bank & Trust Co | 3,188 | $224.4K | 0.09% | +3,188 | New |
| Signature Wealth Management Partners, LLC | 3,200 | $225.2K | 0.15% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,204 | $225.5K | 0.17% | −2,158−40.2% | Reduced |
| Evoke Wealth, LLC | 3,212 | $226.1K | 0.01% | +3,212 | New |
| Wealth Quarterback LLC | 3,220 | $226.7K | 0.11% | −138−4.1% | Reduced |
| Sivia Capital Partners, LLC | 3,232 | $227.5K | 0.11% | −61−1.9% | Reduced |
| Aire Advisors, LLC | 3,244 | $228.3K | 0.05% | +3,244 | New |
| Net Worth Advisory Group | 3,257 | $229.3K | 0.07% | +3,257 | New |
| Apella Capital, LLC | 3,258 | $229.3K | 0.01% | +3,258 | New |
| Spartan Planning & Wealth Management | 3,276 | $230.6K | 0.21% | +3,276 | New |
| Capital Markets Trading UK LLP | 3,276 | $231.0K | 0.14% | +63+2.0% | Added |
| Grimes & Company, Inc. | 3,286 | $231.3K | 0.01% | +3,286 | New |
| Financial Counselors Inc | 3,289 | $231.5K | 0.00% | −379−10.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $231.9K | 0.03% | +3,294 | New |
| Keeley-Teton Advisors, LLC | 3,300 | $232.3K | 0.03% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 3,301 | $232.4K | 0.16% | +81+2.5% | Added |
| Werba Rubin Papier Wealth Management | 3,303 | $232.5K | 0.05% | +3,303 | New |
| FDx Advisors, Inc. | 3,317 | $233.0K | 0.07% | −359−9.8% | Reduced |
| Embree Financial Group | 3,312 | $233.1K | 0.04% | +18+0.5% | Added |
| Corundum Trust Company, INC | 3,315 | $233.3K | 0.70% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,324 | $234.0K | 0.02% | +105+3.3% | Added |
| TCFG Wealth Management, LLC | 3,333 | $234.6K | 0.12% | +3,333 | New |
| Yoffe Investment Management, LLC | 3,334 | $234.7K | 0.35% | +3,334 | New |
| Alterna Wealth Management, Inc | 3,345 | $235.5K | 0.20% | −5,345−61.5% | Reduced |
| Kera Capital Partners, Inc. | 3,352 | $235.9K | 0.07% | +3,352 | New |
| IVC Wealth Advisors LLC | 3,356 | $236.2K | 0.13% | −69−2.0% | Reduced |
| Gsa Capital Partners LLP | 3,371 | $237.0K | 0.02% | +3,371 | New |
| Rappaport Reiches Capital Management, LLC | 3,374 | $237.5K | 0.06% | +48+1.4% | Added |
| Secure Asset Management, LLC | 3,378 | $237.8K | 0.04% | +3,378 | New |
| New Covenant Trust Company, N.A. | 3,380 | $237.9K | 0.24% | +3,380 | New |
| United Community Bank | 3,420 | $240.7K | 0.09% | −130−3.7% | Reduced |
| Blackhawk Capital Partners LLC. | 3,429 | $241.4K | 0.13% | −30−0.9% | Reduced |
| Sonora Investment Management Group, LLC | 3,439 | $242.1K | 0.02% | −383−10.0% | Reduced |
| Legacy Financial Advisors, Inc. | 3,447 | $242.6K | 0.04% | +10+0.3% | Added |
| Stokes Family Office, LLC | 3,456 | $243.3K | 0.03% | +3,456 | New |
| Reuter James Wealth Management, LLC | 3,458 | $243.4K | 0.05% | −299−8.0% | Reduced |
| Allen Capital Group, LLC | 3,462 | $243.7K | 0.03% | +3,462 | New |
| GK Wealth Management LLC | 3,467 | $244.1K | 0.31% | +3,467 | New |
| Norway Savings Bank | 3,470 | $244.3K | 0.14% | −135−3.7% | Reduced |
| Orca Investment Management, LLC | 3,472 | $244.4K | 0.23% | −475−12.0% | Reduced |
| Sava Infond d.o.o. | 3,500 | $246.4K | 0.04% | +3,500 | New |
| Y.D. More Investments Ltd | 3,506 | $246.6K | 0.02% | +1,276+57.2% | Added |
| Natural Investments, LLC | 3,537 | $248.0K | 0.07% | +3,537 | New |
| First National Bank of Omaha | 3,532 | $248.6K | 0.02% | −150−4.1% | Reduced |
| Shoker Investment Counsel, Inc. | 3,542 | $249.4K | 0.08% | +24+0.7% | Added |
| Wayfinding Financial, LLC | 3,559 | $250.0K | 0.13% | +3,559 | New |
| Carl P. Sherr & Co., LLC | 3,552 | $250.0K | 0.13% | +3,552 | New |
| Nemes Rush Group LLC | 3,561 | $250.6K | 0.03% | +513+16.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,561 | $250.7K | 0.06% | −539−13.1% | Reduced |
| Apexium Financial, LP | 3,561 | $250.7K | 0.02% | +278+8.5% | Added |
| Bahl & Gaynor Inc | 3,565 | $250.9K | 0.00% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 3,567 | $251.1K | 0.05% | −18−0.5% | Reduced |
| 1858 Wealth Management, LLC | 3,593 | $252.9K | 0.20% | −199−5.2% | Reduced |
| Resonant Capital Advisors, LLC | 3,596 | $253.1K | 0.02% | +3,596 | New |
| Summit Financial Wealth Advisors, LLC | 3,182 | $253.3K | 0.05% | +3,182 | New |
| Joel Isaacson & Co., LLC | 3,609 | $254.0K | 0.01% | +375+11.6% | Added |
| Pine Valley Investments Ltd Liability Co | 3,612 | $254.3K | 0.02% | −31−0.9% | Reduced |
| Edge Capital Group, LLC | 3,615 | $254.5K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,615 | $254.5K | 0.07% | +30+0.8% | Added |
| Lansing Street Advisors | 3,616 | $254.5K | 0.09% | +51+1.4% | Added |
| Vista Wealth Management Group, LLC | 3,617 | $254.6K | 0.02% | +3,617 | New |
| Balboa Wealth Partners | 3,626 | $255.3K | 0.06% | +3,626 | New |
| Leavell Investment Management, Inc. | 3,633 | $255.7K | 0.01% | +3,633 | New |
| Garrison Point Advisors, LLC | 3,665 | $257.9K | 0.12% | +10.0% | Added |
| Sage Investment Counsel LLC | 3,666 | $258.1K | 0.34% | +3,666 | New |
| Guardian Wealth Advisors, LLC | 3,679 | $259.0K | 0.02% | +86+2.4% | Added |
| Raleigh Capital Management Inc. | 3,679 | $259.0K | 0.10% | −86−2.3% | Reduced |
| Regal Investment Advisors LLC | 3,686 | $259.5K | 0.02% | −792−17.7% | Reduced |
| Pacific Center for Financial Services | 3,695 | $260.1K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,698 | $260.3K | 0.01% | +172+4.9% | Added |
| Advyzon Investment Management, LLC | 3,703 | $260.7K | 0.10% | +3,703 | New |
| McAdam, LLC | 3,708 | $261.0K | 0.01% | +399+12.1% | Added |
| Compagnie Lombard Odier SCmA | 3,740 | $263.3K | 0.00% | +200+5.6% | Added |
| Legacy Solutions, LLC | 3,740 | $263.3K | 0.29% | +3,740 | New |
| Secured Retirement Advisors, LLC | 3,759 | $264.6K | 0.15% | +438+13.2% | Added |
| Beaumont Financial Advisors, LLC | 3,763 | $264.9K | 0.02% | −14−0.4% | Reduced |
| Capital Advisors Inc | 3,771 | $265.4K | 0.01% | +40+1.1% | Added |
| Crabel Capital Management, LLC | 3,786 | $266.5K | 0.87% | +3,786 | New |
| Napatree Capital LLC | 3,791 | $266.8K | 0.16% | +202+5.6% | Added |
| Winthrop Advisory Group LLC | 3,801 | $267.5K | 0.03% | −143−3.6% | Reduced |
| Key Financial Inc | 3,816 | $268.6K | 0.06% | +111+3.0% | Added |
| Lake Street Financial LLC | 3,828 | $269.5K | 0.04% | −48−1.2% | Reduced |
| Seven Mile Advisory | 3,841 | $270.4K | 0.17% | −197−4.9% | Reduced |
| Castleark Management LLC | 3,844 | $270.6K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,844 | $270.6K | 0.15% | +114+3.1% | Added |
| Avantax Planning Partners, Inc. | 3,854 | $271.3K | 0.01% | +67+1.8% | Added |
| Beaton Management Co. Inc. | 3,866 | $272.0K | 0.14% | −26−0.7% | Reduced |
| Pacific Point Advisors, LLC | 3,475 | $272.7K | 0.17% | +3,475 | New |
| Ellevest, Inc. | 3,877 | $272.9K | 0.02% | +3,877 | New |
| Klingman & Associates, LLC | 3,879 | $273.0K | 0.02% | +684+21.4% | Added |
| Proficio Capital Partners LLC | 3,891 | $273.9K | 0.02% | +3,891 | New |
| Neville Rodie & Shaw Inc | 3,896 | $274.0K | 0.02% | +3,896 | New |
| AlTi Global, Inc. | 3,755 | $274.3K | 0.01% | −892−19.2% | Reduced |
| Guyasuta Investment Advisors Inc | 3,920 | $276.0K | 0.02% | +3,920 | New |
| RDA Financial Network | 3,930 | $276.6K | 0.08% | +443+12.7% | Added |