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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 3,949 | $278.0K | 0.00% | +3,949 | New |
| Tamar Securities, LLC | 3,950 | $278.1K | 0.04% | −20−0.5% | Reduced |
| Zions Bancorporation, N.A. | 3,956 | $278.5K | 0.02% | −323−7.5% | Reduced |
| Blue Barn Wealth, LLC | 3,961 | $278.8K | 0.15% | +116+3.0% | Added |
| Westover Capital Advisors, LLC | 3,962 | $278.9K | 0.06% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,977 | $279.9K | 0.09% | −69−1.7% | Reduced |
| Point72 Hong Kong Ltd | 3,981 | $280.2K | 0.02% | +3,981 | New |
| Beacon Investment Advisory Services, Inc. | 3,996 | $281.3K | 0.01% | −290−6.8% | Reduced |
| Parcion Private Wealth LLC | 4,000 | $281.6K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4,000 | $281.6K | 0.09% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $281.6K | 3.22% | +4,000 | New |
| Roble, Belko & Company, Inc | 4,000 | $282.0K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 4,008 | $282.1K | 0.01% | +10.0% | Added |
| Ronald Blue Trust, Inc. | 4,021 | $283.0K | 0.00% | −9,579−70.4% | Reduced |
| Rosenberg Matthew Hamilton | 4,025 | $283.3K | 0.07% | +56+1.4% | Added |
| William B. Walkup & Associates, Inc. | 4,035 | $284.0K | 0.18% | −20.0% | Reduced |
| Prentice Wealth Management LLC | 4,060 | $285.8K | 0.08% | −348−7.9% | Reduced |
| Calamos Wealth Management LLC | 4,072 | $286.6K | 0.01% | +614+17.8% | Added |
| Navis Wealth Advisors, LLC | 4,100 | $288.6K | 0.32% | −11−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,112 | $289.4K | 0.04% | +137+3.4% | Added |
| IFC Advisors LLC | 4,116 | $289.7K | 0.06% | +4,116 | New |
| Associated Banc-Corp | 4,124 | $290.3K | 0.01% | −500−10.8% | Reduced |
| Severin Investments, LLC | 4,135 | $291.1K | 0.29% | +4,135 | New |
| Northwest Bancshares, Inc. | 4,144 | $291.7K | 0.05% | −1,500−26.6% | Reduced |
| JBGlobal.com LLC | 4,145 | $291.8K | 0.31% | +4,145 | New |
| Bluesphere Advisors, LLC | 4,153 | $292.4K | 0.14% | +4,153 | New |
| David Loasby | 4,099 | $292.7K | 0.03% | −69−1.7% | Reduced |
| Cantor Fitzgerald, L. P. | 4,161 | $292.9K | 0.01% | +4,161 | New |
| BancorpSouth Bank | 4,162 | $293.0K | 0.02% | +151+3.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,162 | $293.0K | 0.11% | +402+10.7% | Added |
| Ariadne Wealth Management, LP | 3,621 | $294.4K | 0.13% | +379+11.7% | Added |
| Avaii Wealth Management, LLC | 4,212 | $296.5K | 0.15% | −128−2.9% | Reduced |
| Richwood Investment Advisors, LLC | 4,232 | $297.9K | 0.25% | +25+0.6% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $298.3K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,239 | $298.4K | 0.07% | −314−6.9% | Reduced |
| MMBG Investment Advisors Co. | 4,250 | $299.2K | 0.03% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 3,703 | $300.9K | 0.07% | −213−5.4% | Reduced |
| Foster & Motley Inc | 4,277 | $301.0K | 0.02% | −857−16.7% | Reduced |
| Optas, LLC | 4,286 | $301.7K | 0.06% | +920+27.3% | Added |
| Applied Capital LLC | 4,304 | $303.0K | 0.24% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,307 | $303.0K | 0.12% | −9−0.2% | Reduced |
| Vicus Capital | 4,320 | $304.1K | 0.03% | −24−0.6% | Reduced |
| Gray Wealth Management Inc. | 4,328 | $304.7K | 0.12% | +3+0.1% | Added |
| CFM Wealth Partners LLC | 4,343 | $305.7K | 0.05% | +300+7.4% | Added |
| Gryphon Financial Partners LLC | 4,352 | $306.4K | 0.04% | −164−3.6% | Reduced |
| Glen Eagle Advisors, LLC | 4,414 | $310.7K | 0.05% | −27−0.6% | Reduced |
| Kentucky Trust Co | 4,419 | $311.1K | 0.18% | +4,419 | New |
| OneAscent Financial Services LLC | 4,425 | $312.0K | 0.03% | +395+9.8% | Added |
| Chicago Capital, LLC | 4,439 | $312.5K | 0.01% | +450+11.3% | Added |
| Brass Tax Wealth Management, Inc | 4,441 | $312.6K | 0.07% | −386−8.0% | Reduced |
| Trueblood Wealth Management, LLC | 4,449 | $313.2K | 0.15% | −9−0.2% | Reduced |
| Paulson Wealth Management Inc. | 4,462 | $314.1K | 0.09% | −435−8.9% | Reduced |
| Keudell/Morrison Wealth Management | 4,462 | $314.1K | 0.08% | +209+4.9% | Added |
| Wesbanco Bank Inc | 4,464 | $314.2K | 0.01% | −865−16.2% | Reduced |
| Tarbox Family Office, Inc. | 4,465 | $314.3K | 0.05% | +33+0.7% | Added |
| Wealthstream Advisors, Inc. | 4,469 | $314.6K | 0.06% | +4,469 | New |
| Wealth Management Partners, LLC | 4,469 | $314.6K | 0.14% | −2,465−35.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,476 | $315.2K | 0.06% | +2,676+148.7% | Added |
| O'Rourke & Company, Inc | 4,485 | $315.7K | 0.15% | +7+0.2% | Added |
| Gs Investments, Inc. | 4,499 | $316.7K | 0.14% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,522 | $318.3K | 0.10% | +538+13.5% | Added |
| Monument Capital Management | 4,533 | $319.1K | 0.09% | +1,006+28.5% | Added |
| Advisory Alpha, LLC | 4,543 | $319.8K | 0.01% | −459−9.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 4,547 | $320.1K | 0.09% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,558 | $320.8K | 0.07% | −5,207−53.3% | Reduced |
| JFS Wealth Advisors, LLC | 4,562 | $321.1K | 0.02% | +502+12.4% | Added |
| Accel Wealth Management | 4,580 | $322.4K | 0.12% | −79−1.7% | Reduced |
| E Fund Management Co., Ltd. | 4,586 | $322.8K | 0.02% | +4,586 | New |
| SlateStone Wealth, LLC | 4,602 | $324.0K | 0.03% | +695+17.8% | Added |
| Birch Financial Group, LLC | 4,616 | $324.9K | 0.37% | +4,616 | New |
| Blackston Financial Advisory Group, LLC | 4,636 | $326.3K | 0.16% | +166+3.7% | Added |
| Calton & Associates, Inc. | 4,642 | $326.7K | 0.14% | −147−3.1% | Reduced |
| Chemistry Wealth Management LLC | 4,645 | $327.0K | 0.08% | +419+9.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,648 | $327.0K | 0.01% | +72+1.6% | Added |
| Keystone Financial Group | 4,648 | $327.1K | 0.03% | −37−0.8% | Reduced |
| Chapin Davis, Inc. | 5,229 | $327.3K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,663 | $328.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 4,680 | $329.4K | 0.12% | +4,680 | New |
| Angeles Wealth Management, LLC | 4,685 | $329.8K | 0.03% | +4,685 | New |
| Bay Capital Advisors, LLC | 4,685 | $329.8K | 0.27% | +4,685 | New |
| RBF Capital, LLC | 5,200 | $330.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,762 | $335.2K | 0.07% | −296−5.9% | Reduced |
| Mather Group, LLC. | 4,768 | $335.7K | 0.00% | +658+16.0% | Added |
| Essex Savings Bank | 4,772 | $335.8K | 0.08% | +41+0.9% | Added |
| EPG Wealth Management LLC | 4,771 | $335.9K | 0.09% | +45+1.0% | Added |
| ABN AMRO Bank N.V. | 4,826 | $336.1K | 0.00% | +260+5.7% | Added |
| Intelligence Driven Advisers, LLC | 4,780 | $336.5K | 0.06% | −775−14.0% | Reduced |
| Anchor Capital Advisors LLC | 4,785 | $336.8K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,794 | $337.0K | 0.21% | −41−0.8% | Reduced |
| Pingora Partners LLC | 4,795 | $337.5K | 0.22% | −150−3.0% | Reduced |
| Atlas Brown,Inc. | 4,850 | $341.4K | 0.12% | −101−2.0% | Reduced |
| Delta Financial Group, Inc. | 4,853 | $342.0K | 0.08% | +4,853 | New |
| Voya Financial Advisors, Inc. | 4,862 | $342.2K | 0.04% | −31−0.6% | Reduced |
| Sightline Wealth Advisors, LLC | 4,877 | $343.3K | 0.19% | +32+0.7% | Added |
| Oldfield Partners LLP | 4,900 | $344.9K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,913 | $345.8K | 0.07% | −119−2.4% | Reduced |
| Smith Thornton Advisors LLC | 4,928 | $346.9K | 0.22% | +240+5.1% | Added |
| Penserra Capital Management LLC | 4,946 | $347.0K | 0.01% | +4,790+3,070.5% | Added |
| Aprio Wealth Management, LLC | 4,936 | $347.4K | 0.05% | +1,661+50.7% | Added |
| BOS Asset Management, LLC | 4,936 | $347.4K | 0.12% | −56−1.1% | Reduced |