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 |
|---|---|---|---|---|---|
| Harmony Asset Management LLC | 8,192 | $576.6K | 0.23% | +192+2.4% | Added |
| Dumont & Blake Investment Advisors LLC | 8,190 | $576.5K | 0.15% | +37+0.5% | Added |
| Simon Quick Advisors, LLC | 8,188 | $576.3K | 0.03% | +2,049+33.4% | Added |
| Colonial Trust Co | 8,175 | $575.4K | 0.09% | +7,191+730.8% | Added |
| Goldstone Financial Group, LLC | 8,161 | $574.5K | 0.09% | +1,798+28.3% | Added |
| Ofc Financial Planning, LLC | 8,136 | $572.7K | 0.60% | +8,136 | New |
| Dearborn Partners LLC | 8,115 | $571.2K | 0.02% | +1,000+14.1% | Added |
| Advus Financial Partners, LLC | 8,091 | $569.5K | 0.16% | +1,348+20.0% | Added |
| First National Bank | 8,086 | $569.2K | 0.39% | +761+10.4% | Added |
| Alteri Wealth LLC | 8,025 | $564.9K | 0.16% | +8,025 | New |
| Caisse des Depots Et Consignations | 8,023 | $564.7K | 0.03% | +8,023 | New |
| Choate Investment Advisors | 7,986 | $562.1K | 0.01% | +1,420+21.6% | Added |
| Banque Pictet & Cie SA | 7,947 | $559.4K | 0.01% | +1,707+27.4% | Added |
| BSW Wealth Partners | 7,938 | $558.8K | 0.08% | +36+0.5% | Added |
| US Asset Management LLC | 7,845 | $552.0K | 0.50% | −265−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,774 | $547.2K | 0.13% | +14+0.2% | Added |
| Investors Asset Management of Georgia Inc | 7,750 | $545.5K | 0.27% | −20.0% | Reduced |
| Simmons Bank | 7,743 | $545.0K | 0.04% | −294−3.7% | Reduced |
| CFO4Life Group, LLC | 7,735 | $544.5K | 0.10% | +145+1.9% | Added |
| Sargent Investment Group, LLC | 7,443 | $541.6K | 0.09% | +366+5.2% | Added |
| KCM Investment Advisors LLC | 7,684 | $540.9K | 0.02% | +59+0.8% | Added |
| Watts Gwilliam & Co., LLC | 7,335 | $540.4K | 0.11% | −234−3.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,662 | $539.3K | 0.04% | +705+10.1% | Added |
| Oak Hill Wealth Advisors, LLC | 7,641 | $537.9K | 0.13% | +7,641 | New |
| Modera Wealth Management, LLC | 7,633 | $537.3K | 0.01% | +567+8.0% | Added |
| MCF Advisors LLC | 7,627 | $536.9K | 0.04% | +33+0.4% | Added |
| Opinicus Capital, Inc. | 7,603 | $535.2K | 0.45% | +59+0.8% | Added |
| Titleist Asset Management, LLC | 7,583 | $533.8K | 0.06% | −2,162−22.2% | Reduced |
| 111 Capital | 7,582 | $533.7K | 0.11% | +7,582 | New |
| Marest Capital, LLC | 7,573 | $533.0K | 0.43% | +58+0.8% | Added |
| Aft, Forsyth & Company, Inc. | 7,563 | $532.4K | 0.26% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 7,549 | $531.4K | 0.28% | −499−6.2% | Reduced |
| Delta Asset Management LLC | 7,548 | $531.3K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,518 | $529.2K | 0.02% | −145−1.9% | Reduced |
| Diker Management LLC | 7,509 | $528.6K | 0.46% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,502 | $528.1K | 0.01% | −22,180−74.7% | Reduced |
| Fortis Advisors, LLC | 7,500 | $527.9K | 0.35% | +1,350+22.0% | Added |
| AssuredPartners Investment Advisors, LLC | 7,499 | $527.9K | 0.10% | +7,499 | New |
| Wealth Management Associates, Inc. | 7,417 | $522.1K | 0.22% | +10.0% | Added |
| Cyndeo Wealth Partners, LLC | 7,405 | $521.2K | 0.04% | −73−1.0% | Reduced |
| TrinityPoint Wealth, LLC | 7,397 | $520.7K | 0.07% | +109+1.5% | Added |
| CVA Family Office, LLC | 7,392 | $520.3K | 0.08% | +368+5.2% | Added |
| Farringdon Capital, Ltd. | 7,389 | $520.1K | 0.21% | +7,389 | New |
| One Wealth Advisors, LLC | 7,354 | $517.6K | 0.08% | +769+11.7% | Added |
| FIL Ltd | 7,336 | $516.4K | 0.00% | −570−7.2% | Reduced |
| Morningstar Investment Management LLC | 7,324 | $516.0K | 0.04% | −17,080−70.0% | Reduced |
| Proathlete Wealth Management LLC | 7,325 | $515.6K | 0.19% | +72+1.0% | Added |
| Headlands Technologies LLC | 7,312 | $514.7K | 0.05% | −17,547−70.6% | Reduced |
| Family Legacy, Inc. | 7,007 | $513.3K | 0.17% | +227+3.3% | Added |
| Rehmann Capital Advisory Group | 7,278 | $512.3K | 0.03% | −107−1.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,254 | $510.6K | 0.07% | +410+6.0% | Added |
| Hodges Capital Management Inc. | 7,222 | $508.0K | 0.03% | +10.0% | Added |
| Par Capital Management Inc | 7,200 | $506.8K | 0.01% | +7,200 | New |
| Wellington Shields Capital Management, LLC | 7,199 | $506.7K | 0.09% | −9,202−56.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,183 | $505.6K | 0.15% | +1,213+20.3% | Added |
| Keel Point, LLC | 7,175 | $505.0K | 0.04% | −454−6.0% | Reduced |
| SevenBridge Financial Group, LLC | 6,224 | $504.8K | 0.10% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 7,163 | $504.2K | 0.11% | −403−5.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,157 | $503.8K | 0.19% | +187+2.7% | Added |
| Sym Financial Corp | 7,143 | $502.8K | 0.07% | +994+16.2% | Added |
| Integrity Financial Corp | 7,132 | $502.0K | 0.29% | −973−12.0% | Reduced |
| Silverlake Wealth Management LLC | 7,120 | $501.2K | 0.19% | −72−1.0% | Reduced |
| Balanced Rock Investment Advisor | 7,102 | $499.9K | 0.40% | −987−12.2% | Reduced |
| North Star Investment Management Corp. | 7,075 | $498.0K | 0.03% | −428−5.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,063 | $497.2K | 0.01% | −136−1.9% | Reduced |
| Journey Strategic Wealth LLC | 7,040 | $495.5K | 0.02% | −1,108−13.6% | Reduced |
| West Family Investments, Inc. | 7,010 | $493.4K | 0.17% | −76−1.1% | Reduced |
| Elkhorn Partners Limited Partnership | 7,000 | $493.0K | 0.32% | −200−2.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,937 | $489.0K | 0.05% | −129−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 6,943 | $488.7K | 0.02% | −374−5.1% | Reduced |
| Shepherd Financial Partners LLC | 6,905 | $486.1K | 0.06% | +424+6.5% | Added |
| Hayek Kallen Investment Management | 6,904 | $486.0K | 0.18% | −190−2.7% | Reduced |
| Field & Main Bank | 6,888 | $484.8K | 0.17% | +775+12.7% | Added |
| Burke & Herbert Bank & Trust Co | 6,860 | $482.9K | 0.11% | 00.0% | Unchanged |
| Next Level Private LLC | 6,846 | $481.9K | 0.19% | +51+0.8% | Added |
| Washington Capital Management Inc | 6,785 | $477.6K | 0.38% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,760 | $475.8K | 0.03% | +53+0.8% | Added |
| Fiducient Advisors LLC | 6,735 | $474.1K | 0.06% | +178+2.7% | Added |
| Certified Advisory Corp | 6,689 | $470.8K | 0.05% | −129−1.9% | Reduced |
| Stablepoint Partners, LLC | 6,677 | $470.0K | 0.09% | −200−2.9% | Reduced |
| MONECO Advisors, LLC | 6,666 | $469.2K | 0.05% | +970+17.0% | Added |
| Marino, Stram & Associates LLC | 6,628 | $466.6K | 0.10% | +30.0% | Added |
| Kovack Advisors, Inc. | 6,609 | $465.2K | 0.05% | +1,345+25.6% | Added |
| Wallace Advisory Group, LLC | 7,421 | $464.6K | 0.32% | +839+12.7% | Added |
| Bingham Private Wealth, LLC | 6,596 | $464.3K | 0.49% | +6,596 | New |
| Prossimo Advisors, LLC | 6,587 | $464.0K | 0.34% | +22+0.3% | Added |
| Avidian Wealth Solutions, LLC | 6,585 | $463.6K | 0.02% | +436+7.1% | Added |
| Jump Financial, LLC | 6,567 | $462.3K | 0.01% | −274,835−97.7% | Reduced |
| MFA Wealth Services | 6,525 | $459.3K | 0.37% | +6,525 | New |
| Continuum Advisory, LLC | 6,519 | $458.9K | 0.06% | +120+1.9% | Added |
| Opal Wealth Advisors, LLC | 6,501 | $457.6K | 0.14% | +326+5.3% | Added |
| Elmwood Wealth Management, Inc. | 6,500 | $457.5K | 0.18% | 00.0% | Unchanged |
| Cowa, LLC | 6,010 | $457.0K | 0.21% | −600−9.1% | Reduced |
| Magnus Financial Group LLC | 6,443 | $453.5K | 0.04% | +1,747+37.2% | Added |
| Palacios Wealth Management, LLC | 5,820 | $452.8K | 0.49% | +5,820 | New |
| Silver Oak Securities, Inc | 6,415 | $451.5K | 0.04% | +6,415 | New |
| Bokf, NA | 6,298 | $449.7K | 0.01% | +453+7.8% | Added |
| Insight Advisors, LLC | 6,325 | $445.2K | 0.08% | +116+1.9% | Added |
| Cim Investment Mangement Inc | 6,324 | $445.1K | 0.13% | +28+0.4% | Added |
| Skopos Labs, Inc. | 6,310 | $444.1K | 0.13% | +439+7.5% | Added |