|
⚲
|
| Keyboard |
| Citigroup Global Markets Inc
✚
|
|
|---|---|
| CRD # | 7059 |
| SEC # | 801-3387 |
| CIK # | 0001080101, 0001012467, 0000315030, 0000091154 |
| AUM | 56.01 B (2026-06-30) |
| Employees | 7,036 (58% Investors, 71% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-816-6000 |
| Address | 388 Greenwich Street New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 22 Jul 2026 | Citigroup Global Markets Australia Pty Ltd Warrant 2025-06.02.35 on QBE Insur.Group — TradingView |
| Tue, 21 Jul 2026 | Boss Energy Shareholder Citigroup Global Markets Australia Cuts Stake — Moomoo |
| Fri, 10 Jul 2026 | Form FWP Citigroup Global Markets Filed by: Citigroup Global Markets Holdings Inc. — StreetInsider |
| Mon, 22 Jun 2026 | Watch Oil Price Decline Could Remove Some Central Bank Hawkish Bias: Citigroup Global Markets — Bloomberg.com |
| Tue, 16 Jun 2026 | Kingboard Laminates' Unit Enters Into Block Trade Agreement With Citigroup Global Markets, Merrill Lynch (Asia Pacific) — TradingView |
| CIK | Period |
|---|---|
| 0001080101 0001012467 0000315030 0000091154 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 13.5 | ||
| Apple Inc | 9.0 | ||
| Microsoft Corp | 8.6 | ||
| Tesla Motors Inc | 5.7 | ||
| Alphabet Inc | 4.9 | ||
| Amazon Com Inc | 4.7 | ||
| Broadcom Inc | 4.5 | ||
| Facebook Inc | 3.6 | ||
| SPDR Gold Trust | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Bank of America Corp /DE/ | 2.5 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Visa Inc | 2.0 | ||
| Carvana Co | 2.0 | ||
| Micron Technology Inc | 1.7 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| Lilly Eli & Co | 1.6 | ||
| Oracle Corp | 1.4 | ||
| Johnson & Johnson | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,655 | 9.5 |
| (b) Individuals (high net worth individuals) | 23,441 | 32.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 3.0 |
| (g) Pension and profit sharing plans | 41 | 1.5 |
| (h) Charitable organizations | 143 | 0.5 |
| (i) State or municipal government entities | 11 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,512 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 59,757 | 56.0 |
| By Discretionary | ||
| Discretionary | 37,632 | 35.0 |
| Non-Discretionary | 22,125 | 21.0 |
| Total | 59,757 | 56.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.4 | |
| United States Persons | 45.6 | |
| Total | 59,757 | 56.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000315030] | |
| 13F-NT | [0001012467] | |
| 13F-NT | [0001080101] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $17.0B |
| Clients | 2,481 (8 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | MBNUM2BPBDO7JBLYG310 |
| Comparable Firms | State | AUM |
|---|---|---|
|
IEQ Capital LLC
✚
|
CA | 56.77 B |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 50.54 B |
|
AE Wealth Management LLC
✚
|
KS | 49.84 B |
|
Savant Capital LLC
✚
|
IL | 49.57 B |
|
Cliffwater LLC
✚
|
CA | 48.51 B |
|
Marquette Associates Inc
✚
|
IL | 47.06 B |
|
EP Wealth Advisors LLC
✚
|
CA | 45.15 B |
|
Chevy Chase Trust Company
✚
|
MD | 44.93 B |
|
Private Advisor Group LLC
✚
|
NJ | 44.33 B |
|
Newedge Advisors LLC
✚
|
LA | 43.21 B |