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 |
|---|---|---|---|---|---|
| Bokf, NA | 6,298 | $449.7K | 0.01% | +453+7.8% | Added |
| Silver Oak Securities, Inc | 6,415 | $451.5K | 0.04% | +6,415 | New |
| Palacios Wealth Management, LLC | 5,820 | $452.8K | 0.49% | +5,820 | New |
| Magnus Financial Group LLC | 6,443 | $453.5K | 0.04% | +1,747+37.2% | Added |
| Cowa, LLC | 6,010 | $457.0K | 0.21% | −600−9.1% | Reduced |
| Elmwood Wealth Management, Inc. | 6,500 | $457.5K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,501 | $457.6K | 0.14% | +326+5.3% | Added |
| Continuum Advisory, LLC | 6,519 | $458.9K | 0.06% | +120+1.9% | Added |
| MFA Wealth Services | 6,525 | $459.3K | 0.37% | +6,525 | New |
| Jump Financial, LLC | 6,567 | $462.3K | 0.01% | −274,835−97.7% | Reduced |
| Avidian Wealth Solutions, LLC | 6,585 | $463.6K | 0.02% | +436+7.1% | Added |
| Prossimo Advisors, LLC | 6,587 | $464.0K | 0.34% | +22+0.3% | Added |
| Bingham Private Wealth, LLC | 6,596 | $464.3K | 0.49% | +6,596 | New |
| Wallace Advisory Group, LLC | 7,421 | $464.6K | 0.32% | +839+12.7% | Added |
| Kovack Advisors, Inc. | 6,609 | $465.2K | 0.05% | +1,345+25.6% | Added |
| Marino, Stram & Associates LLC | 6,628 | $466.6K | 0.10% | +30.0% | Added |
| MONECO Advisors, LLC | 6,666 | $469.2K | 0.05% | +970+17.0% | Added |
| Stablepoint Partners, LLC | 6,677 | $470.0K | 0.09% | −200−2.9% | Reduced |
| Certified Advisory Corp | 6,689 | $470.8K | 0.05% | −129−1.9% | Reduced |
| Fiducient Advisors LLC | 6,735 | $474.1K | 0.06% | +178+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 6,760 | $475.8K | 0.03% | +53+0.8% | Added |
| Washington Capital Management Inc | 6,785 | $477.6K | 0.38% | 00.0% | Unchanged |
| Next Level Private LLC | 6,846 | $481.9K | 0.19% | +51+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 6,860 | $482.9K | 0.11% | 00.0% | Unchanged |
| Field & Main Bank | 6,888 | $484.8K | 0.17% | +775+12.7% | Added |
| Hayek Kallen Investment Management | 6,904 | $486.0K | 0.18% | −190−2.7% | Reduced |
| Shepherd Financial Partners LLC | 6,905 | $486.1K | 0.06% | +424+6.5% | Added |
| Exencial Wealth Advisors, LLC | 6,943 | $488.7K | 0.02% | −374−5.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,937 | $489.0K | 0.05% | −129−1.8% | Reduced |
| Elkhorn Partners Limited Partnership | 7,000 | $493.0K | 0.32% | −200−2.8% | Reduced |
| West Family Investments, Inc. | 7,010 | $493.4K | 0.17% | −76−1.1% | Reduced |
| Journey Strategic Wealth LLC | 7,040 | $495.5K | 0.02% | −1,108−13.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,063 | $497.2K | 0.01% | −136−1.9% | Reduced |
| North Star Investment Management Corp. | 7,075 | $498.0K | 0.03% | −428−5.7% | Reduced |
| Balanced Rock Investment Advisor | 7,102 | $499.9K | 0.40% | −987−12.2% | Reduced |
| Silverlake Wealth Management LLC | 7,120 | $501.2K | 0.19% | −72−1.0% | Reduced |
| Integrity Financial Corp | 7,132 | $502.0K | 0.29% | −973−12.0% | Reduced |
| Sym Financial Corp | 7,143 | $502.8K | 0.07% | +994+16.2% | Added |
| Wall Street Access Asset Management, LLC | 7,157 | $503.8K | 0.19% | +187+2.7% | Added |
| L2 Asset Management, LLC | 7,163 | $504.2K | 0.11% | −403−5.3% | Reduced |
| SevenBridge Financial Group, LLC | 6,224 | $504.8K | 0.10% | 00.0% | Unchanged |
| Keel Point, LLC | 7,175 | $505.0K | 0.04% | −454−6.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,183 | $505.6K | 0.15% | +1,213+20.3% | Added |
| Wellington Shields Capital Management, LLC | 7,199 | $506.7K | 0.09% | −9,202−56.1% | Reduced |
| Par Capital Management Inc | 7,200 | $506.8K | 0.01% | +7,200 | New |
| Hodges Capital Management Inc. | 7,222 | $508.0K | 0.03% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,254 | $510.6K | 0.07% | +410+6.0% | Added |
| Rehmann Capital Advisory Group | 7,278 | $512.3K | 0.03% | −107−1.4% | Reduced |
| Family Legacy, Inc. | 7,007 | $513.3K | 0.17% | +227+3.3% | Added |
| Headlands Technologies LLC | 7,312 | $514.7K | 0.05% | −17,547−70.6% | Reduced |
| Proathlete Wealth Management LLC | 7,325 | $515.6K | 0.19% | +72+1.0% | Added |
| Morningstar Investment Management LLC | 7,324 | $516.0K | 0.04% | −17,080−70.0% | Reduced |
| FIL Ltd | 7,336 | $516.4K | 0.00% | −570−7.2% | Reduced |
| One Wealth Advisors, LLC | 7,354 | $517.6K | 0.08% | +769+11.7% | Added |
| Farringdon Capital, Ltd. | 7,389 | $520.1K | 0.21% | +7,389 | New |
| CVA Family Office, LLC | 7,392 | $520.3K | 0.08% | +368+5.2% | Added |
| TrinityPoint Wealth, LLC | 7,397 | $520.7K | 0.07% | +109+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 7,405 | $521.2K | 0.04% | −73−1.0% | Reduced |
| Wealth Management Associates, Inc. | 7,417 | $522.1K | 0.22% | +10.0% | Added |
| AssuredPartners Investment Advisors, LLC | 7,499 | $527.9K | 0.10% | +7,499 | New |
| Fortis Advisors, LLC | 7,500 | $527.9K | 0.35% | +1,350+22.0% | Added |
| Capstone Investment Advisors, LLC | 7,502 | $528.1K | 0.01% | −22,180−74.7% | Reduced |
| Diker Management LLC | 7,509 | $528.6K | 0.46% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,518 | $529.2K | 0.02% | −145−1.9% | Reduced |
| Delta Asset Management LLC | 7,548 | $531.3K | 0.05% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 7,549 | $531.4K | 0.28% | −499−6.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,563 | $532.4K | 0.26% | 00.0% | Unchanged |
| Marest Capital, LLC | 7,573 | $533.0K | 0.43% | +58+0.8% | Added |
| 111 Capital | 7,582 | $533.7K | 0.11% | +7,582 | New |
| Titleist Asset Management, LLC | 7,583 | $533.8K | 0.06% | −2,162−22.2% | Reduced |
| Opinicus Capital, Inc. | 7,603 | $535.2K | 0.45% | +59+0.8% | Added |
| MCF Advisors LLC | 7,627 | $536.9K | 0.04% | +33+0.4% | Added |
| Modera Wealth Management, LLC | 7,633 | $537.3K | 0.01% | +567+8.0% | Added |
| Oak Hill Wealth Advisors, LLC | 7,641 | $537.9K | 0.13% | +7,641 | New |
| Sound View Wealth Advisors Group, LLC | 7,662 | $539.3K | 0.04% | +705+10.1% | Added |
| Watts Gwilliam & Co., LLC | 7,335 | $540.4K | 0.11% | −234−3.1% | Reduced |
| KCM Investment Advisors LLC | 7,684 | $540.9K | 0.02% | +59+0.8% | Added |
| Sargent Investment Group, LLC | 7,443 | $541.6K | 0.09% | +366+5.2% | Added |
| CFO4Life Group, LLC | 7,735 | $544.5K | 0.10% | +145+1.9% | Added |
| Simmons Bank | 7,743 | $545.0K | 0.04% | −294−3.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,750 | $545.5K | 0.27% | −20.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,774 | $547.2K | 0.13% | +14+0.2% | Added |
| US Asset Management LLC | 7,845 | $552.0K | 0.50% | −265−3.3% | Reduced |
| BSW Wealth Partners | 7,938 | $558.8K | 0.08% | +36+0.5% | Added |
| Banque Pictet & Cie SA | 7,947 | $559.4K | 0.01% | +1,707+27.4% | Added |
| Choate Investment Advisors | 7,986 | $562.1K | 0.01% | +1,420+21.6% | Added |
| Caisse des Depots Et Consignations | 8,023 | $564.7K | 0.03% | +8,023 | New |
| Alteri Wealth LLC | 8,025 | $564.9K | 0.16% | +8,025 | New |
| First National Bank | 8,086 | $569.2K | 0.39% | +761+10.4% | Added |
| Advus Financial Partners, LLC | 8,091 | $569.5K | 0.16% | +1,348+20.0% | Added |
| Dearborn Partners LLC | 8,115 | $571.2K | 0.02% | +1,000+14.1% | Added |
| Ofc Financial Planning, LLC | 8,136 | $572.7K | 0.60% | +8,136 | New |
| Goldstone Financial Group, LLC | 8,161 | $574.5K | 0.09% | +1,798+28.3% | Added |
| Colonial Trust Co | 8,175 | $575.4K | 0.09% | +7,191+730.8% | Added |
| Simon Quick Advisors, LLC | 8,188 | $576.3K | 0.03% | +2,049+33.4% | Added |
| Dumont & Blake Investment Advisors LLC | 8,190 | $576.5K | 0.15% | +37+0.5% | Added |
| Harmony Asset Management LLC | 8,192 | $576.6K | 0.23% | +192+2.4% | Added |
| Moneta Group Investment Advisors LLC | 8,226 | $579.0K | 0.01% | +1,218+17.4% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $579.7K | 0.12% | 00.0% | Unchanged |
| Winton Group Ltd | 8,266 | $581.8K | 0.04% | +1,395+20.3% | Added |