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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 3,100 | $218.2K | 0.01% | +3,100 | New |
| Alpha Family Trust | 3,100 | $218.2K | 0.12% | +3,100 | New |
| Pinnacle Financial Partners Inc | 3,118 | $218.0K | 0.00% | +2,923+1,499.0% | Added |
| Peoples Bank | 3,090 | $217.5K | 0.15% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 3,083 | $217.0K | 0.12% | +3,083 | New |
| Mechanics Bank Trust Department | 3,071 | $216.2K | 0.03% | +3,071 | New |
| Evolution Wealth Advisors, LLC | 3,070 | $216.1K | 0.04% | +3,070 | New |
| Oak Harbor Wealth Partners, LLC | 3,064 | $215.7K | 0.06% | +3,064 | New |
| Apriem Advisors | 3,053 | $214.9K | 0.02% | +3,053 | New |
| Addison Capital Co | 3,046 | $214.4K | 0.09% | −380−11.1% | Reduced |
| Frisch Financial Group, Inc. | 3,033 | $214.0K | 0.06% | +3,033 | New |
| Requisite Capital Management, LLC | 3,036 | $213.7K | 0.04% | −800−20.9% | Reduced |
| Western Pacific Wealth Management, LP | 3,034 | $213.6K | 0.17% | +1,525+101.1% | Added |
| Visionary Wealth Advisors | 3,008 | $211.7K | 0.01% | −360−10.7% | Reduced |
| Caldwell Trust Co | 3,008 | $211.7K | 0.02% | −296−9.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,006 | $211.6K | 0.04% | +3,006 | New |
| Grove Bank & Trust | 3,000 | $211.2K | 0.03% | +436+17.0% | Added |
| Sendero Wealth Management, LLC | 2,997 | $211.0K | 0.03% | +2,997 | New |
| Patten Group, Inc. | 2,981 | $209.8K | 0.05% | +2,981 | New |
| Vestmark Advisory Solutions, Inc. | 2,979 | $209.7K | 0.01% | +2,979 | New |
| Successful Portfolios LLC | 2,966 | $208.7K | 0.14% | +2,966 | New |
| RKL Wealth Management LLC | 2,962 | $208.5K | 0.02% | +2,962 | New |
| Albert D Mason Inc | 2,960 | $208.4K | 0.14% | +2,960 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,960 | $208.3K | 0.07% | +2,960 | New |
| Aspen Wealth Strategies, LLC | 2,958 | $208.2K | 0.13% | +2,958 | New |
| TRUE Private Wealth Advisors | 2,951 | $207.8K | 0.03% | −492−14.3% | Reduced |
| Camelot Portfolios, LLC | 2,938 | $206.8K | 0.22% | +2,938 | New |
| Pavion Blue Capital, LLC | 2,933 | $206.4K | 0.10% | +2,933 | New |
| Alpha Cubed Investments, LLC | 2,930 | $206.2K | 0.01% | +2,930 | New |
| Daymark Wealth Partners, LLC | 2,927 | $206.0K | 0.01% | +2,927 | New |
| GSB Wealth Management, LLC | 2,925 | $205.9K | 0.05% | +2,925 | New |
| Pinnacle Bancorp, Inc. | 2,920 | $205.5K | 0.07% | −60−2.0% | Reduced |
| Tritonpoint Wealth, LLC | 2,910 | $204.8K | 0.02% | +2,910 | New |
| Silvant Capital Management LLC | 2,906 | $204.6K | 0.01% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,889 | $203.4K | 0.06% | +2,889 | New |
| Golden State Wealth Management, LLC | 2,885 | $203.1K | 0.03% | +2,885 | New |
| TFR Capital, LLC. | 2,884 | $203.0K | 0.10% | +2,884 | New |
| Aspen Investment Management Inc | 2,889 | $203.0K | 0.09% | +2,889 | New |
| Davis Investment Partners, LLC | 2,827 | $201.8K | 0.09% | +2,827 | New |
| Symphony Financial, Ltd. Co. | 2,468 | $201.5K | 0.03% | +2,468 | New |
| Lantz Financial LLC | 2,850 | $200.6K | 0.05% | +2,850 | New |
| Second Line Capital, LLC | 2,849 | $200.6K | 0.05% | +2,849 | New |
| Stenger Family Office, LLC | 2,849 | $200.5K | 0.07% | +2,849 | New |
| Peregrine Asset Advisers, Inc. | 2,848 | $200.4K | 0.07% | −61,261−95.6% | Reduced |
| IFG Advisory, LLC | 2,844 | $200.2K | 0.01% | +2,844 | New |
| Covestor Ltd | 2,816 | $198.0K | 0.12% | +932+49.5% | Added |
| Copia Wealth Management | 2,751 | $193.6K | 0.18% | +2,751 | New |
| AllSquare Wealth Management LLC | 2,748 | $193.4K | 0.11% | +1,200+77.5% | Added |
| Duncker Streett & Co Inc | 2,719 | $191.4K | 0.04% | +559+25.9% | Added |
| Washington Trust Co | 2,700 | $190.1K | 0.01% | −550−16.9% | Reduced |
| Oakworth Capital, Inc. | 2,692 | $189.5K | 0.01% | −252−8.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,625 | $184.8K | 0.02% | 00.0% | Unchanged |
| Atala Financial Inc | 2,615 | $184.1K | 0.13% | +2,615 | New |
| MV Capital Management, Inc. | 2,584 | $181.9K | 0.02% | +21+0.8% | Added |
| Anchor Investment Management, LLC | 2,557 | $180.0K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,553 | $179.7K | 0.01% | +2,553 | New |
| HM Payson & Co | 2,513 | $176.9K | 0.00% | −92−3.5% | Reduced |
| Crews Bank & Trust | 2,485 | $174.9K | 0.03% | +2,485 | New |
| TCTC Holdings, LLC | 2,417 | $170.1K | 0.01% | +930+62.5% | Added |
| Versant Capital Management, Inc | 2,341 | $164.8K | 0.04% | +920+64.7% | Added |
| Hanson & Doremus Investment Management | 2,281 | $161.0K | 0.03% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2,264 | $159.4K | 0.01% | −1,049−31.7% | Reduced |
| Catalyst Capital Advisors LLC | 2,177 | $153.2K | 0.00% | −742−25.4% | Reduced |
| Richardson Financial Services Inc. | 2,160 | $152.0K | 0.11% | −75−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,157 | $151.8K | 0.00% | −301,146−99.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,093 | $147.3K | 0.01% | +122+6.2% | Added |
| Van Hulzen Asset Management, LLC | 2,076 | $146.1K | 0.01% | +2,076 | New |
| State of Wyoming | 2,057 | $144.8K | 0.02% | +2,057 | New |
| City State Bank | 2,044 | $143.9K | 0.05% | −500−19.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $140.8K | 0.05% | +400+25.0% | Added |
| Addison Advisors LLC | 1,992 | $140.2K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,975 | $139.0K | 0.04% | −601−23.3% | Reduced |
| Atlantic Trust, LLC | 1,890 | $133.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,879 | $132.3K | 0.01% | +116+6.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,879 | $132.3K | 0.01% | +1,879 | New |
| Medallion Wealth Advisors, LLC | 1,844 | $129.9K | 0.06% | +1,844 | New |
| Prestige Wealth Management Group LLC | 1,816 | $127.8K | 0.03% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,800 | $126.7K | 0.06% | +1,800 | New |
| Cary Street Partner Investment Advisory LLC | 1,753 | $123.4K | 0.08% | −8,631−83.1% | Reduced |
| First Command Advisory Services, Inc. | 1,733 | $122.0K | 0.00% | +29+1.7% | Added |
| Avion Wealth | 1,723 | $121.0K | 0.03% | −62−3.5% | Reduced |
| Sittner & Nelson, LLC | 1,708 | $120.2K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,702 | $119.8K | 0.03% | +1,702 | New |
| Fourth Dimension Wealth, LLC | 1,632 | $114.9K | 0.06% | +1,632 | New |
| Monetary Management Group Inc | 1,625 | $114.4K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,600 | $112.6K | 0.04% | −1,180−42.4% | Reduced |
| Vision Financial Markets LLC | 1,600 | $112.6K | 0.12% | +1,600 | New |
| Jag Capital Management, LLC | 1,592 | $112.1K | 0.02% | +202+14.5% | Added |
| PFS Partners, LLC | 1,571 | $110.6K | 0.06% | −59−3.6% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $109.1K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,526 | $107.4K | 0.01% | +1,526 | New |
| Fortitude Family Office, LLC | 1,519 | $106.9K | 0.04% | +249+19.6% | Added |
| CKW Financial Group | 1,500 | $106.0K | 0.01% | −200−11.8% | Reduced |
| Peoples Financial Services Corp. | 1,502 | $105.7K | 0.05% | +200+15.4% | Added |
| Altshuler Shaham Ltd | 1,500 | $105.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $105.6K | 0.08% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,497 | $105.4K | 0.10% | +1,497 | New |
| Union Savings Bank | 1,475 | $103.8K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,454 | $102.3K | 0.01% | −1,491−50.6% | Reduced |
| Heritage Wealth Advisors | 1,443 | $101.6K | 0.01% | +5+0.3% | Added |