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
- 1,996
- +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
- 775 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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 4,913 | $345.8K | 0.07% | −119−2.4% | Reduced |
| Oldfield Partners LLP | 4,900 | $344.9K | 0.10% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 4,877 | $343.3K | 0.19% | +32+0.7% | Added |
| Voya Financial Advisors, Inc. | 4,862 | $342.2K | 0.04% | −31−0.6% | Reduced |
| Delta Financial Group, Inc. | 4,853 | $342.0K | 0.08% | +4,853 | New |
| Atlas Brown,Inc. | 4,850 | $341.4K | 0.12% | −101−2.0% | Reduced |
| Pingora Partners LLC | 4,795 | $337.5K | 0.22% | −150−3.0% | Reduced |
| Old North State Trust, LLC | 4,794 | $337.0K | 0.21% | −41−0.8% | Reduced |
| Anchor Capital Advisors LLC | 4,785 | $336.8K | 0.01% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 4,780 | $336.5K | 0.06% | −775−14.0% | Reduced |
| ABN AMRO Bank N.V. | 4,826 | $336.1K | 0.00% | +260+5.7% | Added |
| EPG Wealth Management LLC | 4,771 | $335.9K | 0.09% | +45+1.0% | Added |
| Essex Savings Bank | 4,772 | $335.8K | 0.08% | +41+0.9% | Added |
| Mather Group, LLC. | 4,768 | $335.7K | 0.00% | +658+16.0% | Added |
| Principal Street Partners, LLC | 4,762 | $335.2K | 0.07% | −296−5.9% | Reduced |
| RBF Capital, LLC | 5,200 | $330.0K | 0.02% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,685 | $329.8K | 0.27% | +4,685 | New |
| Angeles Wealth Management, LLC | 4,685 | $329.8K | 0.03% | +4,685 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 4,680 | $329.4K | 0.12% | +4,680 | New |
| Evercore Wealth Management, LLC | 4,663 | $328.2K | 0.00% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,229 | $327.3K | 0.11% | 00.0% | Unchanged |
| Keystone Financial Group | 4,648 | $327.1K | 0.03% | −37−0.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,648 | $327.0K | 0.01% | +72+1.6% | Added |
| Chemistry Wealth Management LLC | 4,645 | $327.0K | 0.08% | +419+9.9% | Added |
| Calton & Associates, Inc. | 4,642 | $326.7K | 0.14% | −147−3.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,636 | $326.3K | 0.16% | +166+3.7% | Added |
| Birch Financial Group, LLC | 4,616 | $324.9K | 0.37% | +4,616 | New |
| SlateStone Wealth, LLC | 4,602 | $324.0K | 0.03% | +695+17.8% | Added |
| E Fund Management Co., Ltd. | 4,586 | $322.8K | 0.02% | +4,586 | New |
| Accel Wealth Management | 4,580 | $322.4K | 0.12% | −79−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,562 | $321.1K | 0.02% | +502+12.4% | Added |
| Tyche Wealth Partners LLC | 4,558 | $320.8K | 0.07% | −5,207−53.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 4,547 | $320.1K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,543 | $319.8K | 0.01% | −459−9.2% | Reduced |
| Monument Capital Management | 4,533 | $319.1K | 0.09% | +1,006+28.5% | Added |
| Catalina Capital Group, LLC | 4,522 | $318.3K | 0.10% | +538+13.5% | Added |
| Gs Investments, Inc. | 4,499 | $316.7K | 0.14% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,485 | $315.7K | 0.15% | +7+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,476 | $315.2K | 0.06% | +2,676+148.7% | Added |
| Wealth Management Partners, LLC | 4,469 | $314.6K | 0.14% | −2,465−35.5% | Reduced |
| Wealthstream Advisors, Inc. | 4,469 | $314.6K | 0.06% | +4,469 | New |
| Tarbox Family Office, Inc. | 4,465 | $314.3K | 0.05% | +33+0.7% | Added |
| Wesbanco Bank Inc | 4,464 | $314.2K | 0.01% | −865−16.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,462 | $314.1K | 0.08% | +209+4.9% | Added |
| Paulson Wealth Management Inc. | 4,462 | $314.1K | 0.09% | −435−8.9% | Reduced |
| Trueblood Wealth Management, LLC | 4,449 | $313.2K | 0.15% | −9−0.2% | Reduced |
| Brass Tax Wealth Management, Inc | 4,441 | $312.6K | 0.07% | −386−8.0% | Reduced |
| Chicago Capital, LLC | 4,439 | $312.5K | 0.01% | +450+11.3% | Added |
| OneAscent Financial Services LLC | 4,425 | $312.0K | 0.03% | +395+9.8% | Added |
| Kentucky Trust Co | 4,419 | $311.1K | 0.18% | +4,419 | New |
| Glen Eagle Advisors, LLC | 4,414 | $310.7K | 0.05% | −27−0.6% | Reduced |
| Gryphon Financial Partners LLC | 4,352 | $306.4K | 0.04% | −164−3.6% | Reduced |
| CFM Wealth Partners LLC | 4,343 | $305.7K | 0.05% | +300+7.4% | Added |
| Gray Wealth Management Inc. | 4,328 | $304.7K | 0.12% | +3+0.1% | Added |
| Vicus Capital | 4,320 | $304.1K | 0.03% | −24−0.6% | Reduced |
| X-Square Capital, LLC | 4,307 | $303.0K | 0.12% | −9−0.2% | Reduced |
| Applied Capital LLC | 4,304 | $303.0K | 0.24% | 00.0% | Unchanged |
| Optas, LLC | 4,286 | $301.7K | 0.06% | +920+27.3% | Added |
| Foster & Motley Inc | 4,277 | $301.0K | 0.02% | −857−16.7% | Reduced |
| Asset Allocation Strategies LLC | 3,703 | $300.9K | 0.07% | −213−5.4% | Reduced |
| MMBG Investment Advisors Co. | 4,250 | $299.2K | 0.03% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,239 | $298.4K | 0.07% | −314−6.9% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $298.3K | 0.01% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,232 | $297.9K | 0.25% | +25+0.6% | Added |
| Avaii Wealth Management, LLC | 4,212 | $296.5K | 0.15% | −128−2.9% | Reduced |
| Ariadne Wealth Management, LP | 3,621 | $294.4K | 0.13% | +379+11.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,162 | $293.0K | 0.11% | +402+10.7% | Added |
| BancorpSouth Bank | 4,162 | $293.0K | 0.02% | +151+3.8% | Added |
| Cantor Fitzgerald, L. P. | 4,161 | $292.9K | 0.01% | +4,161 | New |
| David Loasby | 4,099 | $292.7K | 0.03% | −69−1.7% | Reduced |
| Bluesphere Advisors, LLC | 4,153 | $292.4K | 0.14% | +4,153 | New |
| JBGlobal.com LLC | 4,145 | $291.8K | 0.31% | +4,145 | New |
| Northwest Bancshares, Inc. | 4,144 | $291.7K | 0.05% | −1,500−26.6% | Reduced |
| Severin Investments, LLC | 4,135 | $291.1K | 0.29% | +4,135 | New |
| Associated Banc-Corp | 4,124 | $290.3K | 0.01% | −500−10.8% | Reduced |
| IFC Advisors LLC | 4,116 | $289.7K | 0.06% | +4,116 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,112 | $289.4K | 0.04% | +137+3.4% | Added |
| Navis Wealth Advisors, LLC | 4,100 | $288.6K | 0.32% | −11−0.3% | Reduced |
| Calamos Wealth Management LLC | 4,072 | $286.6K | 0.01% | +614+17.8% | Added |
| Prentice Wealth Management LLC | 4,060 | $285.8K | 0.08% | −348−7.9% | Reduced |
| William B. Walkup & Associates, Inc. | 4,035 | $284.0K | 0.18% | −20.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,025 | $283.3K | 0.07% | +56+1.4% | Added |
| Ronald Blue Trust, Inc. | 4,021 | $283.0K | 0.00% | −9,579−70.4% | Reduced |
| First Foundation Advisors | 4,008 | $282.1K | 0.01% | +10.0% | Added |
| Roble, Belko & Company, Inc | 4,000 | $282.0K | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,000 | $281.6K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4,000 | $281.6K | 0.09% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $281.6K | 3.22% | +4,000 | New |
| Beacon Investment Advisory Services, Inc. | 3,996 | $281.3K | 0.01% | −290−6.8% | Reduced |
| Point72 Hong Kong Ltd | 3,981 | $280.2K | 0.02% | +3,981 | New |
| Argonautica Private Wealth Management, Inc | 3,977 | $279.9K | 0.09% | −69−1.7% | Reduced |
| Westover Capital Advisors, LLC | 3,962 | $278.9K | 0.06% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,961 | $278.8K | 0.15% | +116+3.0% | Added |
| Zions Bancorporation, N.A. | 3,956 | $278.5K | 0.02% | −323−7.5% | Reduced |
| Tamar Securities, LLC | 3,950 | $278.1K | 0.04% | −20−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 3,949 | $278.0K | 0.00% | +3,949 | New |
| RDA Financial Network | 3,930 | $276.6K | 0.08% | +443+12.7% | Added |
| Guyasuta Investment Advisors Inc | 3,920 | $276.0K | 0.02% | +3,920 | New |
| AlTi Global, Inc. | 3,755 | $274.3K | 0.01% | −892−19.2% | Reduced |
| Neville Rodie & Shaw Inc | 3,896 | $274.0K | 0.02% | +3,896 | New |