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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 10,656 | $750.1K | 0.09% | +886+9.1% | Added |
| Focus Financial Network, Inc. | 10,621 | $747.6K | 0.03% | +4,539+74.6% | Added |
| Gleason Group, Inc. | 10,604 | $746.4K | 0.13% | +86+0.8% | Added |
| Moss Adams Wealth Advisors LLC | 10,583 | $744.9K | 0.08% | −414−3.8% | Reduced |
| Stephenson National Bank & Trust | 10,575 | $744.4K | 0.25% | −330−3.0% | Reduced |
| Investors Research Corp | 10,556 | $743.0K | 0.16% | +10.0% | Added |
| Independence Bank of Kentucky | 10,553 | $742.8K | 0.11% | +2,160+25.7% | Added |
| denkapparat Operations GmbH | 10,538 | $741.8K | 1.10% | +10,538 | New |
| Hollencrest Capital Management | 10,513 | $740.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 10,464 | $736.6K | 0.05% | −39,298−79.0% | Reduced |
| KDT Advisors, LLC | 10,400 | $732.1K | 1.07% | +10,400 | New |
| Westside Investment Management, Inc. | 10,346 | $728.3K | 0.15% | −150−1.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,337 | $727.6K | 0.17% | +1,006+10.8% | Added |
| IHT Wealth Management, LLC | 10,328 | $727.0K | 0.02% | −7,577−42.3% | Reduced |
| First Dallas Securities Inc. | 10,267 | $723.0K | 0.29% | +503+5.2% | Added |
| Affinity Investment Advisors, LLC | 10,271 | $723.0K | 0.60% | −2,422−19.1% | Reduced |
| Mayflower Financial Advisors, LLC | 10,224 | $719.7K | 0.11% | +206+2.1% | Added |
| V-Square Quantitative Management LLC | 10,124 | $712.6K | 0.10% | −1,341−11.7% | Reduced |
| Alexander Randolph Advisory, Inc. | 10,023 | $705.5K | 0.65% | −1,305−11.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,021 | $705.4K | 0.34% | −57−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 10,006 | $704.3K | 0.05% | +2,925+41.3% | Added |
| Leo Wealth, LLC | 10,002 | $704.0K | 0.06% | +75+0.8% | Added |
| Greenland Capital Management LP | 10,000 | $703.9K | 0.14% | +10,000 | New |
| Clarius Group, LLC | 9,993 | $703.4K | 0.05% | +23+0.2% | Added |
| Quinn Opportunity Partners LLC | 9,979 | $702.4K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,898 | $696.7K | 0.00% | −313−3.1% | Reduced |
| Hobbs Group Advisors, LLC | 9,894 | $696.4K | 0.26% | +856+9.5% | Added |
| RFG Advisory, LLC | 9,868 | $694.6K | 0.02% | +1,476+17.6% | Added |
| Private Trust Co NA | 9,843 | $692.8K | 0.07% | −61−0.6% | Reduced |
| LVZ Advisors, Inc. | 9,813 | $690.7K | 0.09% | +1,665+20.4% | Added |
| Oddo BHF Asset Management SAS | 9,804 | $690.1K | 0.03% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 9,780 | $688.4K | 0.15% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 9,777 | $688.0K | 0.28% | +2,045+26.4% | Added |
| Harvest Fund Management Co., Ltd | 9,662 | $680.0K | 0.03% | +7,673+385.8% | Added |
| Bridges Investment Management Inc | 9,647 | $679.1K | 0.01% | +9,647 | New |
| Hexagon Capital Partners LLC | 9,631 | $677.9K | 0.12% | −599−5.9% | Reduced |
| Marco Investment Management LLC | 9,579 | $674.3K | 0.06% | −53−0.6% | Reduced |
| SageView Advisory Group, LLC | 9,565 | $673.3K | 0.03% | +688+7.8% | Added |
| Los Angeles Capital Management LLC | 9,560 | $672.9K | 0.00% | 00.0% | Unchanged |
| FCG Investment Co | 9,551 | $672.3K | 0.41% | +40+0.4% | Added |
| Black Swift Group, LLC | 9,500 | $668.7K | 0.14% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 9,473 | $666.8K | 0.01% | −85−0.9% | Reduced |
| Lindbrook Capital, LLC | 9,467 | $666.4K | 0.06% | +249+2.7% | Added |
| Larson Financial Group LLC | 9,467 | $666.4K | 0.03% | +1,272+15.5% | Added |
| Savvy Advisors, Inc. | 9,461 | $665.9K | 0.08% | −1,495−13.6% | Reduced |
| Legacy Advisors, LLC | 9,419 | $663.0K | 0.06% | +5,456+137.7% | Added |
| Cabot Wealth Management Inc | 9,419 | $663.0K | 0.08% | +76+0.8% | Added |
| Thrive Wealth Management, LLC | 9,397 | $661.5K | 0.12% | −325−3.3% | Reduced |
| Bank Hapoalim BM | 9,385 | $661.0K | 0.11% | −310−3.2% | Reduced |
| Unified Investment Management | 9,341 | $657.5K | 0.75% | +9,341 | New |
| Western Wealth Management, LLC | 9,296 | $654.4K | 0.04% | −741−7.4% | Reduced |
| Humankind Investments LLC | 9,246 | $650.8K | 0.16% | −687−6.9% | Reduced |
| Strive Asset Management, LLC | 9,243 | $650.6K | 0.49% | +9,243 | New |
| Herold Advisors, Inc. | 9,236 | $650.1K | 0.14% | −150−1.6% | Reduced |
| Grandview Asset Management LLC | 9,235 | $650.0K | 0.24% | +9,235 | New |
| Gallacher Capital Management LLC | 9,229 | $649.6K | 0.32% | +628+7.3% | Added |
| Chilton Capital Management LLC | 9,210 | $648.3K | 0.03% | −2,670−22.5% | Reduced |
| Chiron Capital Management, LLC | 9,172 | $645.6K | 0.61% | −1,351−12.8% | Reduced |
| MidWestOne Financial Group, Inc. | 9,156 | $644.5K | 0.09% | +5,123+127.0% | Added |
| Perritt Capital Management Inc | 9,132 | $642.9K | 0.33% | +40.0% | Added |
| LRI Investments, LLC | 9,128 | $642.5K | 0.06% | +88+1.0% | Added |
| Essential Planning, LLC. | 9,490 | $638.9K | 0.00% | +9,490 | New |
| Centaurus Financial, Inc. | 9,038 | $636.0K | 0.04% | +444+5.2% | Added |
| Catalytic Wealth RIA, LLC | 9,033 | $635.8K | 0.11% | +264+3.0% | Added |
| Brave Asset Management Inc | 9,024 | $635.2K | 0.20% | 00.0% | Unchanged |
| Transce3nd, LLC | 8,955 | $631.9K | 0.21% | +8,955 | New |
| Wealth Effects LLC | 8,950 | $630.0K | 0.22% | +100+1.1% | Added |
| CBOE Vest Financial, LLC | 8,923 | $628.1K | 0.01% | +1,118+14.3% | Added |
| Total Wealth Planning & Management, Inc. | 8,873 | $624.6K | 0.61% | +8,873 | New |
| Deseret Mutual Benefit Administrators | 8,847 | $622.7K | 0.31% | −1,112−11.2% | Reduced |
| AdvisorNet Financial, Inc | 8,834 | $621.8K | 0.05% | −329−3.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,800 | $619.4K | 0.38% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 8,770 | $617.0K | 0.48% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8,756 | $616.3K | 0.08% | −278−3.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,731 | $614.5K | 0.20% | −743−7.8% | Reduced |
| Beta Wealth Group, Inc. | 8,723 | $614.0K | 0.27% | +102+1.2% | Added |
| Capital Square, LLC | 7,521 | $612.8K | 0.35% | +49+0.7% | Added |
| Cohen Investment Advisors LLC | 8,692 | $611.8K | 0.37% | +95+1.1% | Added |
| Geneos Wealth Management Inc. | 8,653 | $609.1K | 0.02% | −1,757−16.9% | Reduced |
| SkyView Investment Advisors, LLC | 8,648 | $609.0K | 0.10% | +8,648 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 8,637 | $608.0K | 0.64% | +135+1.6% | Added |
| Powell Investment Advisors, LLC | 8,628 | $607.3K | 0.28% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,628 | $607.2K | 0.23% | −57−0.7% | Reduced |
| 626 Financial, LLC | 8,614 | $606.3K | 0.33% | +97+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,606 | $605.8K | 0.13% | −2,313−21.2% | Reduced |
| Steinberg Asset Management LLC | 8,563 | $602.8K | 0.44% | −219−2.5% | Reduced |
| Claro Advisors LLC | 8,558 | $602.4K | 0.08% | −4,001−31.9% | Reduced |
| Wealthspire Advisors, LLC | 8,547 | $601.6K | 0.01% | −24−0.3% | Reduced |
| Spartan Fund Management Inc. | 8,500 | $598.3K | 2.00% | +8,500 | New |
| Syon Capital LLC | 8,459 | $595.4K | 0.05% | +8,459 | New |
| Flagship Harbor Advisors, LLC | 8,438 | $594.0K | 0.03% | −1,602−16.0% | Reduced |
| Stevens Capital Management LP | 8,421 | $593.0K | 0.24% | −13,688−61.9% | Reduced |
| Massmutual Trust Co FSB | 8,405 | $591.6K | 0.02% | +140+1.7% | Added |
| Hickory Point Bank & Trust | 8,339 | $587.0K | 0.52% | +8,339 | New |
| First PREMIER Bank | 8,335 | $586.0K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,322 | $585.8K | 0.04% | +461+5.9% | Added |
| Acorn Financial Advisory Services Inc | 8,301 | $584.3K | 0.10% | −110−1.3% | Reduced |
| Winton Group Ltd | 8,266 | $581.8K | 0.04% | +1,395+20.3% | Added |
| Ramirez Asset Management, Inc. | 8,235 | $579.7K | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,226 | $579.0K | 0.01% | +1,218+17.4% | Added |