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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 3,891 | $273.9K | 0.02% | +3,891 | New |
| Klingman & Associates, LLC | 3,879 | $273.0K | 0.02% | +684+21.4% | Added |
| Ellevest, Inc. | 3,877 | $272.9K | 0.02% | +3,877 | New |
| Pacific Point Advisors, LLC | 3,475 | $272.7K | 0.17% | +3,475 | New |
| Beaton Management Co. Inc. | 3,866 | $272.0K | 0.14% | −26−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 3,854 | $271.3K | 0.01% | +67+1.8% | Added |
| Castleark Management LLC | 3,844 | $270.6K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,844 | $270.6K | 0.15% | +114+3.1% | Added |
| Seven Mile Advisory | 3,841 | $270.4K | 0.17% | −197−4.9% | Reduced |
| Lake Street Financial LLC | 3,828 | $269.5K | 0.04% | −48−1.2% | Reduced |
| Key Financial Inc | 3,816 | $268.6K | 0.06% | +111+3.0% | Added |
| Winthrop Advisory Group LLC | 3,801 | $267.5K | 0.03% | −143−3.6% | Reduced |
| Napatree Capital LLC | 3,791 | $266.8K | 0.16% | +202+5.6% | Added |
| Crabel Capital Management, LLC | 3,786 | $266.5K | 0.87% | +3,786 | New |
| Capital Advisors Inc | 3,771 | $265.4K | 0.01% | +40+1.1% | Added |
| Beaumont Financial Advisors, LLC | 3,763 | $264.9K | 0.02% | −14−0.4% | Reduced |
| Secured Retirement Advisors, LLC | 3,759 | $264.6K | 0.15% | +438+13.2% | Added |
| Compagnie Lombard Odier SCmA | 3,740 | $263.3K | 0.00% | +200+5.6% | Added |
| Legacy Solutions, LLC | 3,740 | $263.3K | 0.29% | +3,740 | New |
| McAdam, LLC | 3,708 | $261.0K | 0.01% | +399+12.1% | Added |
| Advyzon Investment Management, LLC | 3,703 | $260.7K | 0.10% | +3,703 | New |
| North Star Asset Management Inc | 3,698 | $260.3K | 0.01% | +172+4.9% | Added |
| Pacific Center for Financial Services | 3,695 | $260.1K | 0.07% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,686 | $259.5K | 0.02% | −792−17.7% | Reduced |
| Raleigh Capital Management Inc. | 3,679 | $259.0K | 0.10% | −86−2.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,679 | $259.0K | 0.02% | +86+2.4% | Added |
| Sage Investment Counsel LLC | 3,666 | $258.1K | 0.34% | +3,666 | New |
| Garrison Point Advisors, LLC | 3,665 | $257.9K | 0.12% | +10.0% | Added |
| Leavell Investment Management, Inc. | 3,633 | $255.7K | 0.01% | +3,633 | New |
| Balboa Wealth Partners | 3,626 | $255.3K | 0.06% | +3,626 | New |
| Vista Wealth Management Group, LLC | 3,617 | $254.6K | 0.02% | +3,617 | New |
| Lansing Street Advisors | 3,616 | $254.5K | 0.09% | +51+1.4% | Added |
| Whitener Capital Management, Inc. | 3,615 | $254.5K | 0.07% | +30+0.8% | Added |
| Edge Capital Group, LLC | 3,615 | $254.5K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,612 | $254.3K | 0.02% | −31−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,609 | $254.0K | 0.01% | +375+11.6% | Added |
| Summit Financial Wealth Advisors, LLC | 3,182 | $253.3K | 0.05% | +3,182 | New |
| Resonant Capital Advisors, LLC | 3,596 | $253.1K | 0.02% | +3,596 | New |
| 1858 Wealth Management, LLC | 3,593 | $252.9K | 0.20% | −199−5.2% | Reduced |
| Allied Investment Advisors, LLC | 3,567 | $251.1K | 0.05% | −18−0.5% | Reduced |
| Bahl & Gaynor Inc | 3,565 | $250.9K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 3,561 | $250.7K | 0.02% | +278+8.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,561 | $250.7K | 0.06% | −539−13.1% | Reduced |
| Nemes Rush Group LLC | 3,561 | $250.6K | 0.03% | +513+16.8% | Added |
| Carl P. Sherr & Co., LLC | 3,552 | $250.0K | 0.13% | +3,552 | New |
| Wayfinding Financial, LLC | 3,559 | $250.0K | 0.13% | +3,559 | New |
| Shoker Investment Counsel, Inc. | 3,542 | $249.4K | 0.08% | +24+0.7% | Added |
| First National Bank of Omaha | 3,532 | $248.6K | 0.02% | −150−4.1% | Reduced |
| Natural Investments, LLC | 3,537 | $248.0K | 0.07% | +3,537 | New |
| Y.D. More Investments Ltd | 3,506 | $246.6K | 0.02% | +1,276+57.2% | Added |
| Sava Infond d.o.o. | 3,500 | $246.4K | 0.04% | +3,500 | New |
| Orca Investment Management, LLC | 3,472 | $244.4K | 0.23% | −475−12.0% | Reduced |
| Norway Savings Bank | 3,470 | $244.3K | 0.14% | −135−3.7% | Reduced |
| GK Wealth Management LLC | 3,467 | $244.1K | 0.31% | +3,467 | New |
| Allen Capital Group, LLC | 3,462 | $243.7K | 0.03% | +3,462 | New |
| Reuter James Wealth Management, LLC | 3,458 | $243.4K | 0.05% | −299−8.0% | Reduced |
| Stokes Family Office, LLC | 3,456 | $243.3K | 0.03% | +3,456 | New |
| Legacy Financial Advisors, Inc. | 3,447 | $242.6K | 0.04% | +10+0.3% | Added |
| Sonora Investment Management Group, LLC | 3,439 | $242.1K | 0.02% | −383−10.0% | Reduced |
| Blackhawk Capital Partners LLC. | 3,429 | $241.4K | 0.13% | −30−0.9% | Reduced |
| United Community Bank | 3,420 | $240.7K | 0.09% | −130−3.7% | Reduced |
| New Covenant Trust Company, N.A. | 3,380 | $237.9K | 0.24% | +3,380 | New |
| Secure Asset Management, LLC | 3,378 | $237.8K | 0.04% | +3,378 | New |
| Rappaport Reiches Capital Management, LLC | 3,374 | $237.5K | 0.06% | +48+1.4% | Added |
| Gsa Capital Partners LLP | 3,371 | $237.0K | 0.02% | +3,371 | New |
| IVC Wealth Advisors LLC | 3,356 | $236.2K | 0.13% | −69−2.0% | Reduced |
| Kera Capital Partners, Inc. | 3,352 | $235.9K | 0.07% | +3,352 | New |
| Alterna Wealth Management, Inc | 3,345 | $235.5K | 0.20% | −5,345−61.5% | Reduced |
| Yoffe Investment Management, LLC | 3,334 | $234.7K | 0.35% | +3,334 | New |
| TCFG Wealth Management, LLC | 3,333 | $234.6K | 0.12% | +3,333 | New |
| Rothschild Investment LLC | 3,324 | $234.0K | 0.02% | +105+3.3% | Added |
| Corundum Trust Company, INC | 3,315 | $233.3K | 0.70% | 00.0% | Unchanged |
| Embree Financial Group | 3,312 | $233.1K | 0.04% | +18+0.5% | Added |
| FDx Advisors, Inc. | 3,317 | $233.0K | 0.07% | −359−9.8% | Reduced |
| Werba Rubin Papier Wealth Management | 3,303 | $232.5K | 0.05% | +3,303 | New |
| Millennium Capital Advisors, LLC | 3,301 | $232.4K | 0.16% | +81+2.5% | Added |
| Keeley-Teton Advisors, LLC | 3,300 | $232.3K | 0.03% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $231.9K | 0.03% | +3,294 | New |
| Financial Counselors Inc | 3,289 | $231.5K | 0.00% | −379−10.3% | Reduced |
| Grimes & Company, Inc. | 3,286 | $231.3K | 0.01% | +3,286 | New |
| Capital Markets Trading UK LLP | 3,276 | $231.0K | 0.14% | +63+2.0% | Added |
| Spartan Planning & Wealth Management | 3,276 | $230.6K | 0.21% | +3,276 | New |
| Apella Capital, LLC | 3,258 | $229.3K | 0.01% | +3,258 | New |
| Net Worth Advisory Group | 3,257 | $229.3K | 0.07% | +3,257 | New |
| Aire Advisors, LLC | 3,244 | $228.3K | 0.05% | +3,244 | New |
| Sivia Capital Partners, LLC | 3,232 | $227.5K | 0.11% | −61−1.9% | Reduced |
| Wealth Quarterback LLC | 3,220 | $226.7K | 0.11% | −138−4.1% | Reduced |
| Evoke Wealth, LLC | 3,212 | $226.1K | 0.01% | +3,212 | New |
| ISAM Funds (UK) Ltd | 3,204 | $225.5K | 0.17% | −2,158−40.2% | Reduced |
| Signature Wealth Management Partners, LLC | 3,200 | $225.2K | 0.15% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,188 | $224.4K | 0.09% | +3,188 | New |
| Waterloo Capital, L.P. | 3,163 | $222.7K | 0.02% | +3,163 | New |
| Aviance Capital Partners, LLC | 3,153 | $222.0K | 0.03% | +3,153 | New |
| Austin Private Wealth, LLC | 3,145 | $221.4K | 0.02% | +492+18.5% | Added |
| Westwood Holdings Group Inc. | 3,138 | $220.9K | 0.00% | −441−12.3% | Reduced |
| Sterling Investment Counsel, LLC | 3,133 | $220.5K | 0.15% | +3,133 | New |
| All Terrain Financial Advisors, LLC | 3,128 | $220.2K | 0.09% | −900−22.3% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,125 | $220.0K | 0.17% | +3,125 | New |
| Baxter Bros Inc | 3,116 | $219.3K | 0.03% | +3,116 | New |
| Legacy Edge Advisors, LLC | 3,107 | $218.7K | 0.03% | +3,107 | New |