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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 4,963 | $349.4K | 0.06% | +5+0.1% | Added |
| Juncture Wealth Strategies, LLC | 4,998 | $351.8K | 0.13% | +100+2.0% | Added |
| Harbor Advisors LLC | 5,000 | $351.9K | 0.06% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,000 | $351.9K | 0.14% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,004 | $352.2K | 0.10% | +218+4.6% | Added |
| Flynn Zito Capital Management, LLC | 5,013 | $352.9K | 0.16% | +32+0.6% | Added |
| Pointe Capital Management LLC | 5,018 | $353.2K | 0.20% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 5,033 | $354.0K | 0.17% | −53−1.0% | Reduced |
| Madison Wealth Partners, Inc | 5,038 | $354.6K | 0.10% | −7−0.1% | Reduced |
| Onefund, LLC | 5,051 | $355.5K | 0.34% | +40+0.8% | Added |
| VisionPoint Advisory Group, LLC | 5,099 | $356.6K | 0.12% | −131−2.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,078 | $357.4K | 0.03% | +2,090+69.9% | Added |
| Marcum Wealth, LLC | 5,080 | $357.6K | 0.03% | +75+1.5% | Added |
| Zullo Investment Group, Inc. | 5,095 | $358.7K | 0.14% | +283+5.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,106 | $359.4K | 0.05% | +165+3.3% | Added |
| SOL Capital Management CO | 5,130 | $361.0K | 0.04% | −5,150−50.1% | Reduced |
| First Citizens Bank & Trust Co | 5,153 | $362.7K | 0.01% | −265−4.9% | Reduced |
| Fox Run Management, L.L.C. | 5,173 | $364.1K | 0.07% | −9,374−64.4% | Reduced |
| Alerus Financial NA | 5,183 | $364.8K | 0.03% | +5,183 | New |
| Tradewinds, LLC. | 4,525 | $367.4K | 0.10% | −428−8.6% | Reduced |
| PEAK6 LLC | 5,233 | $368.4K | 0.01% | +5,233 | New |
| First Nebraska Trust Co | 5,239 | $368.8K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,247 | $369.4K | 0.18% | −2,157−29.1% | Reduced |
| Flputnam Investment Management Co | 5,256 | $370.0K | 0.01% | +651+14.1% | Added |
| Samalin Investment Counsel, LLC | 5,258 | $370.1K | 0.16% | +23+0.4% | Added |
| Gilbert & Cook, Inc. | 5,263 | $370.5K | 0.05% | +90+1.7% | Added |
| Catalyst Financial Partners LLC | 5,306 | $373.5K | 0.07% | +609+13.0% | Added |
| Hancock Whitney Corp | 5,341 | $376.0K | 0.01% | −203−3.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,348 | $376.4K | 0.15% | +236+4.6% | Added |
| Dynamic Advisor Solutions LLC | 5,352 | $376.7K | 0.02% | −5,392−50.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,358 | $377.1K | 0.02% | −1,794−25.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,361 | $377.4K | 0.01% | −194−3.5% | Reduced |
| Mission Wealth Management, LP | 5,400 | $380.1K | 0.01% | −252−4.5% | Reduced |
| Greenfield Savings Bank | 5,430 | $382.2K | 0.18% | −1,116−17.0% | Reduced |
| Leigh Baldwin & Co., LLC | 5,438 | $382.8K | 0.32% | +5,438 | New |
| Aurora Private Wealth, Inc. | 5,458 | $384.0K | 0.29% | −1,313−19.4% | Reduced |
| Coastal Investment Advisors, Inc. | 5,428 | $385.3K | 0.16% | +1,378+34.0% | Added |
| D'Orazio & Associates, Inc. | 5,501 | $387.2K | 0.06% | +410+8.1% | Added |
| Ethos Financial Group, LLC | 5,507 | $387.6K | 0.05% | +197+3.7% | Added |
| Twin Focus Capital Partners, LLC | 5,508 | $387.7K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,520 | $388.6K | 0.01% | +353+6.8% | Added |
| SJS Investment Consulting Inc. | 5,526 | $388.9K | 0.07% | +28+0.5% | Added |
| Gradient Investments LLC | 5,531 | $389.3K | 0.01% | +35+0.6% | Added |
| CoreCap Advisors, LLC | 5,560 | $391.4K | 0.02% | +2,410+76.5% | Added |
| May Hill Capital, LLC | 5,614 | $395.2K | 0.15% | +5,614 | New |
| Relyea Zuckerberg Hanson LLC | 5,615 | $395.2K | 0.05% | +92+1.7% | Added |
| Running Point Capital Advisors, LLC | 5,617 | $395.4K | 0.14% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,629 | $396.2K | 0.00% | +5,629 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $397.8K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,664 | $398.7K | 0.01% | +72+1.3% | Added |
| Perennial Investment Advisors, LLC | 5,664 | $398.7K | 0.05% | −41−0.7% | Reduced |
| Gables Capital Management Inc. | 5,675 | $399.5K | 0.19% | 00.0% | Unchanged |
| ASB Consultores, LLC | 5,695 | $400.9K | 0.17% | +207+3.8% | Added |
| Quent Capital, LLC | 5,696 | $400.9K | 0.04% | −35−0.6% | Reduced |
| IFG Advisors, LLC | 5,713 | $402.2K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,726 | $403.1K | 0.04% | −67−1.2% | Reduced |
| PDS Planning, Inc | 5,729 | $403.3K | 0.04% | +12+0.2% | Added |
| Main Street Research LLC | 5,730 | $403.3K | 0.03% | −412−6.7% | Reduced |
| ELCO Management Co., LLC | 5,734 | $403.6K | 0.21% | −40−0.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,734 | $403.6K | 0.22% | +5,734 | New |
| Gateway Investment Advisers LLC | 5,753 | $405.0K | 0.00% | −911−13.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,773 | $406.4K | 0.03% | −3,735−39.3% | Reduced |
| Everpar Advisors LLC | 5,837 | $410.9K | 0.21% | +488+9.1% | Added |
| MSH Capital Advisors LLC | 5,857 | $412.3K | 0.13% | −103−1.7% | Reduced |
| Blueprint Investment Partners LLC | 5,862 | $412.6K | 0.07% | +741+14.5% | Added |
| Pines Wealth Management, LLC | 5,785 | $413.0K | 0.18% | +5,785 | New |
| Confluence Wealth Services, Inc. | 5,051 | $414.1K | 0.03% | +828+19.6% | Added |
| Becker Capital Management Inc | 5,887 | $414.4K | 0.01% | −3,637−38.2% | Reduced |
| Integrated Quantitative Investments LLC | 5,900 | $415.3K | 0.21% | +5,900 | New |
| Jeppson Wealth Management, LLC | 5,926 | $417.1K | 0.15% | +28+0.5% | Added |
| Cromwell Holdings LLC | 5,927 | $417.2K | 0.24% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,949 | $418.8K | 0.01% | −765−11.4% | Reduced |
| Rakuten Securities, Inc. | 5,953 | $419.0K | 0.17% | +139+2.4% | Added |
| NBT Bank N A | 5,967 | $420.0K | 0.03% | −148−2.4% | Reduced |
| TrueWealth Advisors, LLC | 5,985 | $421.3K | 0.14% | +437+7.9% | Added |
| Gries Financial LLC | 5,985 | $421.3K | 0.07% | +336+5.9% | Added |
| Integrated Investment Consultants, LLC | 5,992 | $421.8K | 0.09% | −262−4.2% | Reduced |
| Shell Asset Management Co | 6,009 | $423.0K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,011 | $423.1K | 0.30% | −500−7.7% | Reduced |
| Montecito Bank & Trust | 6,067 | $427.1K | 0.07% | −154−2.5% | Reduced |
| Northern Financial Advisors Inc | 6,090 | $428.7K | 0.34% | −299−4.7% | Reduced |
| NTV Asset Management LLC | 6,092 | $428.8K | 0.06% | +148+2.5% | Added |
| Financial Advocates Investment Management | 6,095 | $429.1K | 0.02% | +18+0.3% | Added |
| Aviso Wealth Management | 6,104 | $429.6K | 0.22% | −723−10.6% | Reduced |
| Wealth Alliance | 6,119 | $430.7K | 0.05% | −8−0.1% | Reduced |
| Nwam LLC | 6,122 | $430.9K | 0.03% | +629+11.5% | Added |
| Founders Financial Alliance, LLC | 6,129 | $431.4K | 0.12% | +19+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 6,161 | $433.7K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,189 | $435.6K | 0.06% | −41−0.7% | Reduced |
| Bard Financial Services, Inc. | 6,195 | $436.1K | 0.05% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,210 | $437.1K | 0.05% | +6,210 | New |
| TTP Investments, Inc. | 6,215 | $437.5K | 0.15% | +362+6.2% | Added |
| Callan Capital, LLC | 6,245 | $439.6K | 0.03% | +655+11.7% | Added |
| Alta Advisers Ltd | 6,264 | $440.9K | 0.28% | +1,164+22.8% | Added |
| Congress Park Capital LLC | 6,275 | $441.7K | 0.16% | +6,275 | New |
| Stock Yards Bank & Trust Co | 6,276 | $441.8K | 0.02% | +1,195+23.5% | Added |
| LexAurum Advisors, LLC | 6,284 | $442.3K | 0.09% | +77+1.2% | Added |
| Skopos Labs, Inc. | 6,310 | $444.1K | 0.13% | +439+7.5% | Added |
| Cim Investment Mangement Inc | 6,324 | $445.1K | 0.13% | +28+0.4% | Added |
| Insight Advisors, LLC | 6,325 | $445.2K | 0.08% | +116+1.9% | Added |