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 |
|---|---|---|---|---|---|
| Acorn Financial Advisory Services Inc | 8,301 | $584.3K | 0.10% | −110−1.3% | Reduced |
| Quadrant Capital Group LLC | 8,322 | $585.8K | 0.04% | +461+5.9% | Added |
| First PREMIER Bank | 8,335 | $586.0K | 0.15% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 8,339 | $587.0K | 0.52% | +8,339 | New |
| Massmutual Trust Co FSB | 8,405 | $591.6K | 0.02% | +140+1.7% | Added |
| Stevens Capital Management LP | 8,421 | $593.0K | 0.24% | −13,688−61.9% | Reduced |
| Flagship Harbor Advisors, LLC | 8,438 | $594.0K | 0.03% | −1,602−16.0% | Reduced |
| Syon Capital LLC | 8,459 | $595.4K | 0.05% | +8,459 | New |
| Spartan Fund Management Inc. | 8,500 | $598.3K | 2.00% | +8,500 | New |
| Wealthspire Advisors, LLC | 8,547 | $601.6K | 0.01% | −24−0.3% | Reduced |
| Claro Advisors LLC | 8,558 | $602.4K | 0.08% | −4,001−31.9% | Reduced |
| Steinberg Asset Management LLC | 8,563 | $602.8K | 0.44% | −219−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,606 | $605.8K | 0.13% | −2,313−21.2% | Reduced |
| 626 Financial, LLC | 8,614 | $606.3K | 0.33% | +97+1.1% | Added |
| Adirondack Trust Co | 8,628 | $607.2K | 0.23% | −57−0.7% | Reduced |
| Powell Investment Advisors, LLC | 8,628 | $607.3K | 0.28% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 8,637 | $608.0K | 0.64% | +135+1.6% | Added |
| SkyView Investment Advisors, LLC | 8,648 | $609.0K | 0.10% | +8,648 | New |
| Geneos Wealth Management Inc. | 8,653 | $609.1K | 0.02% | −1,757−16.9% | Reduced |
| Cohen Investment Advisors LLC | 8,692 | $611.8K | 0.37% | +95+1.1% | Added |
| Capital Square, LLC | 7,521 | $612.8K | 0.35% | +49+0.7% | Added |
| Beta Wealth Group, Inc. | 8,723 | $614.0K | 0.27% | +102+1.2% | Added |
| Total Clarity Wealth Management, Inc. | 8,731 | $614.5K | 0.20% | −743−7.8% | Reduced |
| Parkside Financial Bank & Trust | 8,756 | $616.3K | 0.08% | −278−3.1% | Reduced |
| Mount Vernon Associates Inc | 8,770 | $617.0K | 0.48% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 8,800 | $619.4K | 0.38% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,834 | $621.8K | 0.05% | −329−3.6% | Reduced |
| Deseret Mutual Benefit Administrators | 8,847 | $622.7K | 0.31% | −1,112−11.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,873 | $624.6K | 0.61% | +8,873 | New |
| CBOE Vest Financial, LLC | 8,923 | $628.1K | 0.01% | +1,118+14.3% | Added |
| Wealth Effects LLC | 8,950 | $630.0K | 0.22% | +100+1.1% | Added |
| Transce3nd, LLC | 8,955 | $631.9K | 0.21% | +8,955 | New |
| Brave Asset Management Inc | 9,024 | $635.2K | 0.20% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 9,033 | $635.8K | 0.11% | +264+3.0% | Added |
| Centaurus Financial, Inc. | 9,038 | $636.0K | 0.04% | +444+5.2% | Added |
| Essential Planning, LLC. | 9,490 | $638.9K | 0.00% | +9,490 | New |
| LRI Investments, LLC | 9,128 | $642.5K | 0.06% | +88+1.0% | Added |
| Perritt Capital Management Inc | 9,132 | $642.9K | 0.33% | +40.0% | Added |
| MidWestOne Financial Group, Inc. | 9,156 | $644.5K | 0.09% | +5,123+127.0% | Added |
| Chiron Capital Management, LLC | 9,172 | $645.6K | 0.61% | −1,351−12.8% | Reduced |
| Chilton Capital Management LLC | 9,210 | $648.3K | 0.03% | −2,670−22.5% | Reduced |
| Gallacher Capital Management LLC | 9,229 | $649.6K | 0.32% | +628+7.3% | Added |
| Grandview Asset Management LLC | 9,235 | $650.0K | 0.24% | +9,235 | New |
| Herold Advisors, Inc. | 9,236 | $650.1K | 0.14% | −150−1.6% | Reduced |
| Strive Asset Management, LLC | 9,243 | $650.6K | 0.49% | +9,243 | New |
| Humankind Investments LLC | 9,246 | $650.8K | 0.16% | −687−6.9% | Reduced |
| Western Wealth Management, LLC | 9,296 | $654.4K | 0.04% | −741−7.4% | Reduced |
| Unified Investment Management | 9,341 | $657.5K | 0.75% | +9,341 | New |
| Bank Hapoalim BM | 9,385 | $661.0K | 0.11% | −310−3.2% | Reduced |
| Thrive Wealth Management, LLC | 9,397 | $661.5K | 0.12% | −325−3.3% | Reduced |
| Cabot Wealth Management Inc | 9,419 | $663.0K | 0.08% | +76+0.8% | Added |
| Legacy Advisors, LLC | 9,419 | $663.0K | 0.06% | +5,456+137.7% | Added |
| Savvy Advisors, Inc. | 9,461 | $665.9K | 0.08% | −1,495−13.6% | Reduced |
| Larson Financial Group LLC | 9,467 | $666.4K | 0.03% | +1,272+15.5% | Added |
| Lindbrook Capital, LLC | 9,467 | $666.4K | 0.06% | +249+2.7% | Added |
| Crestwood Advisors Group LLC | 9,473 | $666.8K | 0.01% | −85−0.9% | Reduced |
| Black Swift Group, LLC | 9,500 | $668.7K | 0.14% | 00.0% | Unchanged |
| FCG Investment Co | 9,551 | $672.3K | 0.41% | +40+0.4% | Added |
| Los Angeles Capital Management LLC | 9,560 | $672.9K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 9,565 | $673.3K | 0.03% | +688+7.8% | Added |
| Marco Investment Management LLC | 9,579 | $674.3K | 0.06% | −53−0.6% | Reduced |
| Hexagon Capital Partners LLC | 9,631 | $677.9K | 0.12% | −599−5.9% | Reduced |
| Bridges Investment Management Inc | 9,647 | $679.1K | 0.01% | +9,647 | New |
| Harvest Fund Management Co., Ltd | 9,662 | $680.0K | 0.03% | +7,673+385.8% | Added |
| Carnegie Lake Advisors LLC | 9,777 | $688.0K | 0.28% | +2,045+26.4% | Added |
| Intellectus Partners, LLC | 9,780 | $688.4K | 0.15% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 9,804 | $690.1K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 9,813 | $690.7K | 0.09% | +1,665+20.4% | Added |
| Private Trust Co NA | 9,843 | $692.8K | 0.07% | −61−0.6% | Reduced |
| RFG Advisory, LLC | 9,868 | $694.6K | 0.02% | +1,476+17.6% | Added |
| Hobbs Group Advisors, LLC | 9,894 | $696.4K | 0.26% | +856+9.5% | Added |
| Brown Brothers Harriman & Co | 9,898 | $696.7K | 0.00% | −313−3.1% | Reduced |
| Quinn Opportunity Partners LLC | 9,979 | $702.4K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,993 | $703.4K | 0.05% | +23+0.2% | Added |
| Greenland Capital Management LP | 10,000 | $703.9K | 0.14% | +10,000 | New |
| Leo Wealth, LLC | 10,002 | $704.0K | 0.06% | +75+0.8% | Added |
| Cornerstone Wealth Management, LLC | 10,006 | $704.3K | 0.05% | +2,925+41.3% | Added |
| Retirement Planning Co of New England, Inc. | 10,021 | $705.4K | 0.34% | −57−0.6% | Reduced |
| Alexander Randolph Advisory, Inc. | 10,023 | $705.5K | 0.65% | −1,305−11.5% | Reduced |
| V-Square Quantitative Management LLC | 10,124 | $712.6K | 0.10% | −1,341−11.7% | Reduced |
| Mayflower Financial Advisors, LLC | 10,224 | $719.7K | 0.11% | +206+2.1% | Added |
| Affinity Investment Advisors, LLC | 10,271 | $723.0K | 0.60% | −2,422−19.1% | Reduced |
| First Dallas Securities Inc. | 10,267 | $723.0K | 0.29% | +503+5.2% | Added |
| IHT Wealth Management, LLC | 10,328 | $727.0K | 0.02% | −7,577−42.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,337 | $727.6K | 0.17% | +1,006+10.8% | Added |
| Westside Investment Management, Inc. | 10,346 | $728.3K | 0.15% | −150−1.4% | Reduced |
| KDT Advisors, LLC | 10,400 | $732.1K | 1.07% | +10,400 | New |
| Procyon Private Wealth Partners, LLC | 10,464 | $736.6K | 0.05% | −39,298−79.0% | Reduced |
| Hollencrest Capital Management | 10,513 | $740.0K | 0.03% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 10,538 | $741.8K | 1.10% | +10,538 | New |
| Independence Bank of Kentucky | 10,553 | $742.8K | 0.11% | +2,160+25.7% | Added |
| Investors Research Corp | 10,556 | $743.0K | 0.16% | +10.0% | Added |
| Stephenson National Bank & Trust | 10,575 | $744.4K | 0.25% | −330−3.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 10,583 | $744.9K | 0.08% | −414−3.8% | Reduced |
| Gleason Group, Inc. | 10,604 | $746.4K | 0.13% | +86+0.8% | Added |
| Focus Financial Network, Inc. | 10,621 | $747.6K | 0.03% | +4,539+74.6% | Added |
| Aaron Wealth Advisors | 10,656 | $750.1K | 0.09% | +886+9.1% | Added |
| Gibbs Wealth Management | 10,667 | $750.9K | 0.20% | +1,869+21.2% | Added |
| Sage Mountain Advisors LLC | 10,674 | $751.3K | 0.05% | +1,245+13.2% | Added |
| Flow Traders U.S. LLC | 10,763 | $758.0K | 0.03% | +10,763 | New |