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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 1,403 | $98.8K | 0.07% | +1,403 | New |
| Main Street Group, LTD | 1,402 | $98.7K | 0.04% | −400−22.2% | Reduced |
| Founders Capital Management | 1,400 | $98.5K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $98.5K | 0.06% | 00.0% | Unchanged |
| Eastern Bank | 1,390 | $97.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,387 | $97.0K | 0.02% | +136+10.9% | Added |
| CBIZ Investment Advisory Services, LLC | 1,353 | $95.2K | 0.00% | +63+4.9% | Added |
| Matrix Trust Co | 1,355 | $95.0K | 0.02% | +1,126+491.7% | Added |
| Eagle Bay Advisors LLC | 1,341 | $94.4K | 0.06% | −320−19.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,326 | $93.3K | 0.02% | +3+0.2% | Added |
| Wintrust Investments LLC | 1,330 | $93.0K | 0.08% | −3,019−69.4% | Reduced |
| Armstrong Advisory Group, Inc | 1,316 | $92.6K | 0.01% | +208+18.8% | Added |
| Ancora Advisors, LLC | 1,313 | $92.4K | 0.00% | −113−7.9% | Reduced |
| Johnson Financial Group, Inc. | 1,118 | $91.0K | 0.00% | −8,309−88.1% | Reduced |
| Aventura Private Wealth, LLC | 1,277 | $89.9K | 0.05% | +1,277 | New |
| Riverview Trust Co | 1,265 | $89.0K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,251 | $88.1K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,250 | $88.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,249 | $87.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,231 | $86.6K | 0.02% | −1,619−56.8% | Reduced |
| Solstein Capital, LLC | 1,225 | $86.2K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,212 | $85.3K | 0.02% | −205−14.5% | Reduced |
| True Wealth Design, LLC | 1,195 | $84.1K | 0.03% | +119+11.1% | Added |
| Carolinas Wealth Consulting LLC | 1,128 | $79.3K | 0.02% | +344+43.9% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $78.0K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,108 | $78.0K | 0.06% | +30+2.8% | Added |
| Grayhawk Investment Strategies Inc. | 1,100 | $77.4K | 0.15% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,096 | $77.2K | 0.07% | +1,096 | New |
| Tucker Asset Management LLC | 1,095 | $77.1K | 0.01% | +95+9.5% | Added |
| GW&K Investment Management, LLC | 1,080 | $76.0K | 0.00% | −7−0.6% | Reduced |
| Trust Co of Vermont | 1,046 | $73.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,042 | $73.3K | 0.01% | +39+3.9% | Added |
| Cape Investment Advisory, Inc. | 1,038 | $73.0K | 0.03% | +88+9.3% | Added |
| Bellwether Advisors, LLC | 1,019 | $71.7K | 0.01% | +1,019 | New |
| ZRC Wealth Management, LLC | 1,000 | $70.4K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $70.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $70.4K | 0.03% | +1,000 | New |
| GKV Capital Management Co., Inc. | 1,000 | $70.4K | 0.03% | +1,000 | New |
| Rise Advisors, LLC | 997 | $70.2K | 0.03% | −93−8.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 997 | $70.2K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $70.0K | 0.04% | −12,780−92.7% | Reduced |
| Pacifica Partners Inc. | 998 | $69.8K | 0.03% | −30−2.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $68.9K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,008 | $68.5K | 0.00% | +1,008 | New |
| REAP Financial Group, LLC | 946 | $66.6K | 0.02% | −35−3.6% | Reduced |
| Fairscale Capital, LLC | 937 | $66.0K | 0.06% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 932 | $65.6K | 0.00% | +932 | New |
| Kozak & Associates, Inc. | 891 | $63.3K | 0.01% | +7+0.8% | Added |
| Hall Laurie J Trustee | 900 | $63.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 895 | $63.0K | 0.02% | +895 | New |
| Bollard Group LLC | 879 | $62.0K | 0.00% | −59−6.3% | Reduced |
| Capital Management Associates | 859 | $60.5K | 0.07% | −3,817−81.6% | Reduced |
| First Financial Corp | 857 | $60.3K | 0.03% | −467−35.3% | Reduced |
| First Community Trust NA | 845 | $59.5K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 845 | $59.5K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 837 | $59.1K | 0.01% | −141−14.4% | Reduced |
| Vista Private Wealth Partners. LLC | 833 | $58.6K | 0.02% | −98−10.5% | Reduced |
| TSFG, LLC | 825 | $58.0K | 0.01% | −222−21.2% | Reduced |
| Global Financial Private Client, LLC | 823 | $57.9K | 0.02% | +23+2.9% | Added |
| Hilltop National Bank | 804 | $56.6K | 0.02% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 780 | $54.9K | 0.01% | +780 | New |
| Evelyn Partners Investment Management Services Ltd | 774 | $54.5K | 0.01% | +774 | New |
| Front Row Advisors LLC | 735 | $51.7K | 0.02% | 00.0% | Unchanged |
| Fairway Wealth LLC | 731 | $51.5K | 0.02% | +203+38.4% | Added |
| Hartford Financial Management Inc. | 721 | $50.8K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 709 | $49.9K | 0.02% | +212+42.7% | Added |
| West Paces Advisors Inc. | 705 | $49.6K | 0.01% | −26−3.6% | Reduced |
| Toth Financial Advisory Corp | 701 | $49.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 680 | $47.9K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 655 | $46.1K | 0.09% | −637−49.3% | Reduced |
| Sachetta, LLC | 642 | $45.2K | 0.02% | −138−17.7% | Reduced |
| McIlrath & Eck, LLC | 631 | $44.4K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 631 | $44.4K | 0.03% | +631 | New |
| Oliver Lagore Vanvalin Investment Group | 617 | $43.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 613 | $43.1K | 0.02% | −1−0.2% | Reduced |
| Cranbrook Wealth Management, LLC | 606 | $42.7K | 0.01% | +11+1.8% | Added |
| Quest 10 Wealth Builders, Inc. | 601 | $42.3K | 0.04% | +601 | New |
| Berbice Capital Management LLC | 600 | $42.2K | 0.03% | +600 | New |
| Innovative Advisory Group, LLC | 600 | $42.2K | 0.04% | +600 | New |
| Householder Group Estate & Retirement Specialist, LLC | 606 | $42.0K | 0.03% | −502−45.3% | Reduced |
| Wood Tarver Financial Group, LLC | 607 | $42.0K | 0.01% | +607 | New |
| TruNorth Capital Management, LLC | 581 | $40.9K | 0.01% | −365−38.6% | Reduced |
| Gen-Wealth Partners Inc | 577 | $40.6K | 0.02% | −139−19.4% | Reduced |
| Park Place Capital Corp | 576 | $40.5K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 569 | $40.1K | 0.00% | −991−63.5% | Reduced |
| West Branch Capital LLC | 551 | $38.8K | 0.01% | −1,425−72.1% | Reduced |
| Runnymede Capital Advisors, Inc. | 550 | $38.7K | 0.03% | +550 | New |
| GHP Investment Advisors, Inc. | 549 | $38.6K | 0.00% | −19−3.3% | Reduced |
| Financial Perspectives, Inc | 546 | $38.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 539 | $37.9K | 0.01% | −68−11.2% | Reduced |
| Archer Investment Corp | 531 | $37.4K | 0.01% | +2+0.4% | Added |
| Sierra Ocean, LLC | 530 | $37.3K | 0.03% | +530 | New |
| Princeton Global Asset Management LLC | 523 | $36.8K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 449 | $36.7K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 449 | $36.7K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 513 | $36.1K | 0.00% | −4−0.8% | Reduced |
| Strategic Investment Solutions, Inc. | 577 | $35.3K | 0.01% | +104+22.0% | Added |
| Beacon Capital Management, LLC | 501 | $35.3K | 0.00% | −312−38.4% | Reduced |
| Logan Capital Management Inc | 500 | $35.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $35.2K | 0.00% | +300+150.0% | Added |