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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 14,401 | $1.01M | 0.01% | −1,092−7.0% | Reduced |
| Breakwater Capital Group | 14,388 | $1.01M | 0.20% | +474+3.4% | Added |
| Ransom Advisory, Ltd | 14,314 | $1.01M | 0.46% | −1,250−8.0% | Reduced |
| Michels Family Financial, LLC | 14,311 | $1.01M | 0.92% | +14,311 | New |
| Sowell Financial Services LLC | 14,307 | $1.01M | 0.05% | −3,988−21.8% | Reduced |
| Premier Path Wealth Partners, LLC | 14,242 | $1.00M | 0.15% | +202+1.4% | Added |
| Power Wealth Management LLC | 14,229 | $1.00M | 0.42% | +43+0.3% | Added |
| Citizens National Bank Trust Department | 14,201 | $999.6K | 0.21% | +13,861+4,076.8% | Added |
| MWA Asset Management | 14,183 | $998.3K | 0.66% | +1,598+12.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 14,176 | $997.8K | 0.03% | +2,722+23.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $994.9K | 0.05% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 14,060 | $989.7K | 0.87% | −973−6.5% | Reduced |
| CX Institutional | 13,860 | $975.7K | 0.04% | +807+6.2% | Added |
| Diversify Wealth Management, LLC | 13,553 | $967.7K | 0.08% | +291+2.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,700 | $964.3K | 0.56% | −600−4.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,634 | $959.5K | 0.02% | −4,083−23.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 13,584 | $956.2K | 0.14% | +1,002+8.0% | Added |
| Johnson Investment Counsel Inc | 13,569 | $955.1K | 0.01% | +795+6.2% | Added |
| Trust Point Inc. | 13,560 | $954.5K | 0.07% | −1,282−8.6% | Reduced |
| Frank, Rimerman Advisors LLC | 13,500 | $950.3K | 0.07% | +892+7.1% | Added |
| Gladstone Institutional Advisory LLC | 13,383 | $942.0K | 0.04% | −254−1.9% | Reduced |
| Fullcircle Wealth LLC | 11,446 | $939.7K | 0.38% | −115−1.0% | Reduced |
| Whalen Wealth Management Inc. | 13,312 | $937.0K | 0.65% | +13,312 | New |
| Texas Capital Bank Wealth Management Services Inc | 13,281 | $934.8K | 0.10% | +13,281 | New |
| Shikiar Asset Management Inc | 13,188 | $928.0K | 0.25% | +750+6.0% | Added |
| Graypoint LLC | 13,177 | $927.5K | 0.06% | +2,100+19.0% | Added |
| Good Life Advisors, LLC | 13,082 | $920.8K | 0.07% | −2,274−14.8% | Reduced |
| Fort Sheridan Advisors LLC | 13,008 | $915.6K | 0.13% | −170−1.3% | Reduced |
| StoneX Group Inc. | 12,909 | $908.6K | 0.05% | +12,909 | New |
| Guardian Investment Management | 12,890 | $907.3K | 0.66% | −2,100−14.0% | Reduced |
| BKM Wealth Management, LLC | 12,878 | $906.5K | 0.37% | −187−1.4% | Reduced |
| Triangle Securities Wealth Management | 12,864 | $905.5K | 0.23% | −399−3.0% | Reduced |
| Callan Family Office, LLC | 12,745 | $897.1K | 0.06% | +12,745 | New |
| Harvey Capital Management Inc | 12,700 | $894.0K | 0.21% | +12,700 | New |
| Concord Wealth Partners | 12,698 | $893.8K | 0.15% | +1,606+14.5% | Added |
| SeaCrest Wealth Management, LLC | 12,661 | $891.2K | 0.09% | +203+1.6% | Added |
| Haverford Trust Co | 12,644 | $890.0K | 0.01% | −263−2.0% | Reduced |
| Nilsine Partners, LLC | 12,634 | $889.3K | 0.10% | +429+3.5% | Added |
| Sagespring Wealth Partners, LLC | 12,595 | $886.6K | 0.02% | +12,595 | New |
| J.W. Cole Advisors, Inc. | 12,594 | $886.5K | 0.04% | +3,086+32.5% | Added |
| Umpqua Bank | 12,055 | $886.0K | 0.31% | −8,275−40.7% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $879.9K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,497 | $879.7K | 0.03% | −1,745−12.3% | Reduced |
| Manchester Capital Management LLC | 12,466 | $877.5K | 0.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,450 | $876.4K | 0.03% | −40,020−76.3% | Reduced |
| Diversify Advisory Services, LLC | 12,225 | $872.9K | 0.05% | +225+1.9% | Added |
| SRS Capital Advisors, Inc. | 12,378 | $871.4K | 0.05% | +7,133+136.0% | Added |
| R Squared Ltd | 12,290 | $865.1K | 0.84% | +12,290 | New |
| Lazari Capital Management, Inc. | 12,277 | $864.1K | 0.34% | −361−2.9% | Reduced |
| Sabal Trust CO | 12,170 | $856.6K | 0.05% | +5,586+84.8% | Added |
| Stonegate Investment Group, LLC | 12,122 | $853.3K | 0.02% | +405+3.5% | Added |
| Coastwise Capital Group, LLC | 12,100 | $851.7K | 0.68% | −146−1.2% | Reduced |
| Asset Dedication, LLC | 12,100 | $851.7K | 0.07% | −480−3.8% | Reduced |
| Loomis Sayles & Co L P | 12,069 | $850.0K | 0.00% | +115+1.0% | Added |
| Benjamin Edwards Inc | 12,073 | $849.9K | 0.01% | +512+4.4% | Added |
| Twelve Points Wealth Management LLC | 12,023 | $846.3K | 0.24% | +1,336+12.5% | Added |
| 3Chopt Investment Partners, LLC | 12,004 | $845.0K | 0.29% | +12,004 | New |
| Ulysses Management LLC | 12,000 | $844.7K | 0.20% | +12,000 | New |
| World Equity Group, Inc. | 11,980 | $843.3K | 0.18% | +378+3.3% | Added |
| Avestar Capital, LLC | 11,960 | $841.9K | 0.08% | −196−1.6% | Reduced |
| Sandy Spring Bank | 11,952 | $841.3K | 0.03% | −1,592−11.8% | Reduced |
| Seelaus Asset Management LLC | 11,876 | $836.0K | 0.76% | +3,780+46.7% | Added |
| Personal Cfo Solutions, LLC | 11,856 | $834.6K | 0.16% | +1,195+11.2% | Added |
| Fortress Private Ledger, LLC | 11,826 | $832.4K | 0.51% | +11,826 | New |
| Venturi Wealth Management, LLC | 11,820 | $832.0K | 0.04% | +9,772+477.1% | Added |
| HBK Sorce Advisory LLC | 11,803 | $830.8K | 0.03% | +1,224+11.6% | Added |
| Morningstar Investment Services LLC | 11,787 | $830.0K | 0.08% | −146,764−92.6% | Reduced |
| First Commonwealth Financial Corp | 11,771 | $828.6K | 0.20% | +720+6.5% | Added |
| Concord Asset Management, LLC | 11,686 | $822.6K | 0.18% | +2,211+23.3% | Added |
| Independent Financial Group, LLC | 11,621 | $818.0K | 0.03% | −1,772−13.2% | Reduced |
| SeaBridge Investment Advisors LLC | 11,584 | $815.4K | 0.17% | +2,090+22.0% | Added |
| WCG Wealth Advisors LLC | 11,573 | $815.0K | 0.05% | +371+3.3% | Added |
| Csenge Advisory Group | 11,532 | $811.8K | 0.04% | +256+2.3% | Added |
| Two Sigma Securities, LLC | 11,520 | $810.9K | 0.15% | −15,344−57.1% | Reduced |
| Philadelphia Trust Co | 11,507 | $810.0K | 0.06% | +1,145+11.0% | Added |
| Washington Trust Bank | 11,457 | $806.5K | 0.08% | 00.0% | Unchanged |
| RMR Wealth Builders | 11,432 | $804.7K | 0.08% | −160−1.4% | Reduced |
| Rossmore Private Capital | 11,430 | $804.6K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 11,411 | $804.0K | 0.06% | −4,506−28.3% | Reduced |
| Chiron Investment Management, LLC | 11,402 | $802.6K | 0.27% | +11,402 | New |
| WSFS Capital Management, LLC | 11,351 | $799.0K | 0.04% | −192−1.7% | Reduced |
| GeoWealth Management, LLC | 11,338 | $798.1K | 0.03% | +1,050+10.2% | Added |
| NorthRock Partners, LLC | 11,311 | $796.2K | 0.03% | +22+0.2% | Added |
| American Trust Investment Advisors, LLC | 11,250 | $791.9K | 0.32% | +2,345+26.3% | Added |
| Kingswood Wealth Advisors, LLC | 11,240 | $791.2K | 0.06% | −19,654−63.6% | Reduced |
| Fidelis Capital Partners, LLC | 9,932 | $790.7K | 0.08% | −13,692−58.0% | Reduced |
| Schnieders Capital Management LLC | 11,203 | $788.6K | 0.16% | −50−0.4% | Reduced |
| Trajan Wealth LLC | 11,146 | $784.6K | 0.04% | −1,318−10.6% | Reduced |
| NVWM, LLC | 11,105 | $781.7K | 0.20% | −40−0.4% | Reduced |
| Verdence Capital Advisors LLC | 11,041 | $777.2K | 0.06% | −1,655−13.0% | Reduced |
| Spire Wealth Management | 10,980 | $772.9K | 0.02% | +7+0.1% | Added |
| Riverbend Wealth Management, LLC | 10,944 | $771.6K | 0.69% | +10,944 | New |
| Aster Capital Management (DIFC) Ltd | 10,961 | $771.5K | 0.29% | +10,187+1,316.1% | Added |
| Philip James Wealth Mangement, LLC | 10,957 | $771.2K | 0.10% | −247−2.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,883 | $766.1K | 0.18% | +61+0.6% | Added |
| Kathmere Capital Management, LLC | 10,809 | $760.8K | 0.07% | +987+10.0% | Added |
| My Legacy Advisors, LLC | 9,714 | $760.3K | 0.30% | +241+2.5% | Added |
| Flow Traders U.S. LLC | 10,763 | $758.0K | 0.03% | +10,763 | New |
| Sage Mountain Advisors LLC | 10,674 | $751.3K | 0.05% | +1,245+13.2% | Added |
| Gibbs Wealth Management | 10,667 | $750.9K | 0.20% | +1,869+21.2% | Added |