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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 6,284 | $442.3K | 0.09% | +77+1.2% | Added |
| Stock Yards Bank & Trust Co | 6,276 | $441.8K | 0.02% | +1,195+23.5% | Added |
| Congress Park Capital LLC | 6,275 | $441.7K | 0.16% | +6,275 | New |
| Alta Advisers Ltd | 6,264 | $440.9K | 0.28% | +1,164+22.8% | Added |
| Callan Capital, LLC | 6,245 | $439.6K | 0.03% | +655+11.7% | Added |
| TTP Investments, Inc. | 6,215 | $437.5K | 0.15% | +362+6.2% | Added |
| FourThought Financial Partners, LLC | 6,210 | $437.1K | 0.05% | +6,210 | New |
| Bard Financial Services, Inc. | 6,195 | $436.1K | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,189 | $435.6K | 0.06% | −41−0.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,161 | $433.7K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,129 | $431.4K | 0.12% | +19+0.3% | Added |
| Nwam LLC | 6,122 | $430.9K | 0.03% | +629+11.5% | Added |
| Wealth Alliance | 6,119 | $430.7K | 0.05% | −8−0.1% | Reduced |
| Aviso Wealth Management | 6,104 | $429.6K | 0.22% | −723−10.6% | Reduced |
| Financial Advocates Investment Management | 6,095 | $429.1K | 0.02% | +18+0.3% | Added |
| NTV Asset Management LLC | 6,092 | $428.8K | 0.06% | +148+2.5% | Added |
| Northern Financial Advisors Inc | 6,090 | $428.7K | 0.34% | −299−4.7% | Reduced |
| Montecito Bank & Trust | 6,067 | $427.1K | 0.07% | −154−2.5% | Reduced |
| Cladis Investment Advisory, LLC | 6,011 | $423.1K | 0.30% | −500−7.7% | Reduced |
| Shell Asset Management Co | 6,009 | $423.0K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,992 | $421.8K | 0.09% | −262−4.2% | Reduced |
| Gries Financial LLC | 5,985 | $421.3K | 0.07% | +336+5.9% | Added |
| TrueWealth Advisors, LLC | 5,985 | $421.3K | 0.14% | +437+7.9% | Added |
| NBT Bank N A | 5,967 | $420.0K | 0.03% | −148−2.4% | Reduced |
| Rakuten Securities, Inc. | 5,953 | $419.0K | 0.17% | +139+2.4% | Added |
| Bartlett & Co. Wealth Management LLC | 5,949 | $418.8K | 0.01% | −765−11.4% | Reduced |
| Cromwell Holdings LLC | 5,927 | $417.2K | 0.24% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,926 | $417.1K | 0.15% | +28+0.5% | Added |
| Integrated Quantitative Investments LLC | 5,900 | $415.3K | 0.21% | +5,900 | New |
| Becker Capital Management Inc | 5,887 | $414.4K | 0.01% | −3,637−38.2% | Reduced |
| Confluence Wealth Services, Inc. | 5,051 | $414.1K | 0.03% | +828+19.6% | Added |
| Pines Wealth Management, LLC | 5,785 | $413.0K | 0.18% | +5,785 | New |
| Blueprint Investment Partners LLC | 5,862 | $412.6K | 0.07% | +741+14.5% | Added |
| MSH Capital Advisors LLC | 5,857 | $412.3K | 0.13% | −103−1.7% | Reduced |
| Everpar Advisors LLC | 5,837 | $410.9K | 0.21% | +488+9.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,773 | $406.4K | 0.03% | −3,735−39.3% | Reduced |
| Gateway Investment Advisers LLC | 5,753 | $405.0K | 0.00% | −911−13.7% | Reduced |
| ELCO Management Co., LLC | 5,734 | $403.6K | 0.21% | −40−0.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,734 | $403.6K | 0.22% | +5,734 | New |
| Main Street Research LLC | 5,730 | $403.3K | 0.03% | −412−6.7% | Reduced |
| PDS Planning, Inc | 5,729 | $403.3K | 0.04% | +12+0.2% | Added |
| Capital Investment Advisory Services, LLC | 5,726 | $403.1K | 0.04% | −67−1.2% | Reduced |
| IFG Advisors, LLC | 5,713 | $402.2K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,696 | $400.9K | 0.04% | −35−0.6% | Reduced |
| ASB Consultores, LLC | 5,695 | $400.9K | 0.17% | +207+3.8% | Added |
| Gables Capital Management Inc. | 5,675 | $399.5K | 0.19% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,664 | $398.7K | 0.05% | −41−0.7% | Reduced |
| Harbour Investments, Inc. | 5,664 | $398.7K | 0.01% | +72+1.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $397.8K | 0.15% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,629 | $396.2K | 0.00% | +5,629 | New |
| Running Point Capital Advisors, LLC | 5,617 | $395.4K | 0.14% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,615 | $395.2K | 0.05% | +92+1.7% | Added |
| May Hill Capital, LLC | 5,614 | $395.2K | 0.15% | +5,614 | New |
| CoreCap Advisors, LLC | 5,560 | $391.4K | 0.02% | +2,410+76.5% | Added |
| Gradient Investments LLC | 5,531 | $389.3K | 0.01% | +35+0.6% | Added |
| SJS Investment Consulting Inc. | 5,526 | $388.9K | 0.07% | +28+0.5% | Added |
| Quotient Wealth Partners, LLC | 5,520 | $388.6K | 0.01% | +353+6.8% | Added |
| Twin Focus Capital Partners, LLC | 5,508 | $387.7K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 5,507 | $387.6K | 0.05% | +197+3.7% | Added |
| D'Orazio & Associates, Inc. | 5,501 | $387.2K | 0.06% | +410+8.1% | Added |
| Coastal Investment Advisors, Inc. | 5,428 | $385.3K | 0.16% | +1,378+34.0% | Added |
| Aurora Private Wealth, Inc. | 5,458 | $384.0K | 0.29% | −1,313−19.4% | Reduced |
| Leigh Baldwin & Co., LLC | 5,438 | $382.8K | 0.32% | +5,438 | New |
| Greenfield Savings Bank | 5,430 | $382.2K | 0.18% | −1,116−17.0% | Reduced |
| Mission Wealth Management, LP | 5,400 | $380.1K | 0.01% | −252−4.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,361 | $377.4K | 0.01% | −194−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,358 | $377.1K | 0.02% | −1,794−25.1% | Reduced |
| Dynamic Advisor Solutions LLC | 5,352 | $376.7K | 0.02% | −5,392−50.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,348 | $376.4K | 0.15% | +236+4.6% | Added |
| Hancock Whitney Corp | 5,341 | $376.0K | 0.01% | −203−3.7% | Reduced |
| Catalyst Financial Partners LLC | 5,306 | $373.5K | 0.07% | +609+13.0% | Added |
| Gilbert & Cook, Inc. | 5,263 | $370.5K | 0.05% | +90+1.7% | Added |
| Samalin Investment Counsel, LLC | 5,258 | $370.1K | 0.16% | +23+0.4% | Added |
| Flputnam Investment Management Co | 5,256 | $370.0K | 0.01% | +651+14.1% | Added |
| Ridgewood Investments LLC | 5,247 | $369.4K | 0.18% | −2,157−29.1% | Reduced |
| First Nebraska Trust Co | 5,239 | $368.8K | 0.04% | 00.0% | Unchanged |
| PEAK6 LLC | 5,233 | $368.4K | 0.01% | +5,233 | New |
| Tradewinds, LLC. | 4,525 | $367.4K | 0.10% | −428−8.6% | Reduced |
| Alerus Financial NA | 5,183 | $364.8K | 0.03% | +5,183 | New |
| Fox Run Management, L.L.C. | 5,173 | $364.1K | 0.07% | −9,374−64.4% | Reduced |
| First Citizens Bank & Trust Co | 5,153 | $362.7K | 0.01% | −265−4.9% | Reduced |
| SOL Capital Management CO | 5,130 | $361.0K | 0.04% | −5,150−50.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,106 | $359.4K | 0.05% | +165+3.3% | Added |
| Zullo Investment Group, Inc. | 5,095 | $358.7K | 0.14% | +283+5.9% | Added |
| Marcum Wealth, LLC | 5,080 | $357.6K | 0.03% | +75+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 5,078 | $357.4K | 0.03% | +2,090+69.9% | Added |
| VisionPoint Advisory Group, LLC | 5,099 | $356.6K | 0.12% | −131−2.5% | Reduced |
| Onefund, LLC | 5,051 | $355.5K | 0.34% | +40+0.8% | Added |
| Madison Wealth Partners, Inc | 5,038 | $354.6K | 0.10% | −7−0.1% | Reduced |
| Eads & Heald Wealth Management | 5,033 | $354.0K | 0.17% | −53−1.0% | Reduced |
| Pointe Capital Management LLC | 5,018 | $353.2K | 0.20% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,013 | $352.9K | 0.16% | +32+0.6% | Added |
| Childress Capital Advisors, LLC | 5,004 | $352.2K | 0.10% | +218+4.6% | Added |
| Harbor Advisors LLC | 5,000 | $351.9K | 0.06% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,000 | $351.9K | 0.14% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 4,998 | $351.8K | 0.13% | +100+2.0% | Added |
| Ambassador Advisors, LLC | 4,963 | $349.4K | 0.06% | +5+0.1% | Added |
| BOS Asset Management, LLC | 4,936 | $347.4K | 0.12% | −56−1.1% | Reduced |
| Aprio Wealth Management, LLC | 4,936 | $347.4K | 0.05% | +1,661+50.7% | Added |
| Penserra Capital Management LLC | 4,946 | $347.0K | 0.01% | +4,790+3,070.5% | Added |