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 2023
Institutional positions in Citigroup Inc as of Dec 31, 2023. 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
- 1,673
- +175 vs. Q3 2023
- Shares held
- 1.38B
- +24.3M (+1.8%) vs. Q3 2023
- Total value
- $71.0B
- +$15.1B (+27.1%) vs. Q3 2023
- New holders
- 285
- 539 more added
- Sold out
- 110
- 682 more reduced
22 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 | 2,064 | $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 2023
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 21,360 | $1.10M | 0.11% | +264+1.3% | Added |
| Transatlantique Private Wealth LLC | 21,362 | $1.10M | 0.51% | −1,380−6.1% | Reduced |
| Game Creek Capital, LP | 21,500 | $1.11M | 0.64% | +5,250+32.3% | Added |
| Retirement Planning Co of New England, Inc. | 21,599 | $1.11M | 0.50% | +1,026+5.0% | Added |
| Gold Investment Management Ltd. | 21,810 | $1.12M | 0.48% | +21,810 | New |
| Barry Investment Advisors, LLC | 21,818 | $1.12M | 0.38% | −2,081−8.7% | Reduced |
| CIBC Private Wealth Group, LLC | 21,870 | $1.12M | 0.00% | +479+2.2% | Added |
| Snowden Capital Advisors LLC | 22,029 | $1.13M | 0.04% | −22,045−50.0% | Reduced |
| Resources Investment Advisors, LLC. | 22,048 | $1.13M | 0.02% | +7,123+47.7% | Added |
| First Hawaiian Bank | 22,209 | $1.14M | 0.04% | −156−0.7% | Reduced |
| Chicago Trust Co NA | 22,211 | $1.14M | 0.25% | −8,087−26.7% | Reduced |
| Canandaigua National Bank & Trust Co | 22,268 | $1.15M | 0.18% | −1,434−6.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 22,284 | $1.15M | 0.04% | +22,284 | New |
| SRN Advisors, LLC | 22,319 | $1.15M | 1.03% | +2,616+13.3% | Added |
| We Are One Seven, LLC | 22,407 | $1.15M | 0.07% | −837−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 22,434 | $1.15M | 0.09% | +3,773+20.2% | Added |
| GFG Capital, LLC | 22,435 | $1.15M | 0.31% | 00.0% | Unchanged |
| Signaturefd, LLC | 22,595 | $1.16M | 0.03% | +205+0.9% | Added |
| New Century Financial Group, LLC | 22,649 | $1.17M | 1.01% | +22,649 | New |
| PSI Advisors, LLC | 22,881 | $1.18M | 0.44% | −1,145−4.8% | Reduced |
| Mystic Asset Management, Inc. | 22,886 | $1.18M | 0.56% | +398+1.8% | Added |
| Vident Advisory, LLC | 23,014 | $1.18M | 0.03% | −877−3.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 23,260 | $1.20M | 0.54% | −2,000−7.9% | Reduced |
| Stoneridge Investment Partners LLC | 23,404 | $1.20M | 0.51% | −42,962−64.7% | Reduced |
| Stevens Capital Management LP | 23,406 | $1.20M | 0.30% | +4,074+21.1% | Added |
| Salzhauer Michael | 23,438 | $1.21M | 1.08% | +14,857+173.1% | Added |
| Cooper Financial Group | 23,442 | $1.21M | 0.22% | +1,769+8.2% | Added |
| HighPoint Advisor Group LLC | 19,860 | $1.21M | 0.09% | +19,860 | New |
| Colony Group, LLC | 23,610 | $1.21M | 0.02% | +23,610 | New |
| Boyar Asset Management Inc. | 23,669 | $1.22M | 0.91% | −2,546−9.7% | Reduced |
| Meeder Advisory Services, Inc. | 23,770 | $1.22M | 0.14% | −1,549−6.1% | Reduced |
| Granite Investment Partners, LLC | 23,932 | $1.23M | 0.05% | −1,497−5.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,970 | $1.23M | 0.14% | +3,400+16.5% | Added |
| Equitable Trust Co | 24,053 | $1.24M | 0.09% | +5,861+32.2% | Added |
| Marex Group plc | 24,202 | $1.24M | 0.05% | −31,439−56.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 24,209 | $1.25M | 0.32% | +10,087+71.4% | Added |
| American State Bank (Iowa) | 24,354 | $1.25M | 0.80% | +802+3.4% | Added |
| Naviter Wealth, LLC | 24,404 | $1.26M | 0.25% | −264−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,458 | $1.26M | 0.03% | −248−1.0% | Reduced |
| Kornitzer Capital Management Inc | 24,630 | $1.27M | 0.02% | +200+0.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.27M | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 24,743 | $1.27M | 0.02% | −175,871−87.7% | Reduced |
| Moody National Bank Trust Division | 24,891 | $1.28M | 0.10% | −28,387−53.3% | Reduced |
| Savant Capital, LLC | 25,297 | $1.30M | 0.02% | +3,374+15.4% | Added |
| Principal Securities, Inc. | 25,613 | $1.32M | 0.05% | +25,613 | New |
| Clearstead Advisors, LLC | 25,847 | $1.33M | 0.07% | +17,445+207.6% | Added |
| Insight Inv LLC | 25,860 | $1.33M | 1.30% | −400−1.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 25,945 | $1.33M | 0.62% | +25,945 | New |
| M Holdings Securities, Inc. | 25,982 | $1.34M | 0.15% | +25,982 | New |
| DT Investment Partners, LLC | 23,489 | $1.34M | 0.15% | −498−2.1% | Reduced |
| Forum Financial Management, LP | 26,086 | $1.34M | 0.03% | +921+3.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.34M | 0.47% | 00.0% | Unchanged |
| Advisors Management Group Inc | 26,213 | $1.35M | 0.37% | +1,308+5.3% | Added |
| Sowell Financial Services LLC | 26,282 | $1.35M | 0.07% | −13,478−33.9% | Reduced |
| Allen Wealth Management, LLC | 26,301 | $1.35M | 1.32% | +26,301 | New |
| Philadelphia Trust Co | 26,427 | $1.36M | 0.13% | +26,427 | New |
| Wellington Shields & Co., LLC | 26,491 | $1.36M | 0.50% | −837−3.1% | Reduced |
| Quest Partners LLC | 26,809 | $1.38M | 0.29% | +26,809 | New |
| Caxton Associates LP | 26,896 | $1.38M | 0.07% | −9,208−25.5% | Reduced |
| Schechter Investment Advisors, LLC | 26,946 | $1.39M | 0.12% | +2,120+8.5% | Added |
| NEOS Investment Management LLC | 27,129 | $1.40M | 0.13% | +7,011+34.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 27,197 | $1.40M | 0.06% | −8,450−23.7% | Reduced |
| Trust Asset Management LLC | 27,234 | $1.40M | 0.14% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 27,629 | $1.42M | 0.10% | +6,736+32.2% | Added |
| Columbus Macro, LLC | 27,598 | $1.43M | 0.56% | +1,420+5.4% | Added |
| Intrua Financial, LLC | 27,788 | $1.43M | 0.22% | +3,465+14.2% | Added |
| Bleakley Financial Group, LLC | 27,791 | $1.43M | 0.05% | +4,047+17.0% | Added |
| Sawtooth Solutions, LLC | 27,791 | $1.43M | 0.04% | +4,150+17.6% | Added |
| Graham Capital Management, L.P. | 27,999 | $1.44M | 0.05% | −212,339−88.4% | Reduced |
| Stratos Wealth Partners, LTD. | 28,056 | $1.44M | 0.03% | +176+0.6% | Added |
| Regal Investment Advisors LLC | 28,655 | $1.47M | 0.11% | −1,343−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 28,681 | $1.48M | 0.05% | +12,520+77.5% | Added |
| TrueMark Investments, LLC | 28,754 | $1.48M | 1.47% | +28,754 | New |
| Meridian Investment Counsel Inc. | 28,860 | $1.48M | 0.51% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 28,905 | $1.49M | 0.21% | −143−0.5% | Reduced |
| CSS LLC | 29,226 | $1.50M | 0.12% | −1,000−3.3% | Reduced |
| Transcend Wealth Collective, LLC | 29,230 | $1.50M | 0.13% | +7,531+34.7% | Added |
| Pinnacle Holdings, LLC | 29,300 | $1.51M | 0.62% | +31+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 29,319 | $1.51M | 0.09% | +10,753+57.9% | Added |
| Round Hill Asset Management | 29,329 | $1.51M | 0.95% | +3,645+14.2% | Added |
| Carret Asset Management, LLC | 29,522 | $1.52M | 0.19% | −1,475−4.8% | Reduced |
| CTC LLC | 29,783 | $1.53M | 0.02% | −490,646−94.3% | Reduced |
| Sciencast Management LP | 30,223 | $1.55M | 0.85% | +30,223 | New |
| Altman Advisors, Inc. | 30,268 | $1.56M | 0.82% | +680+2.3% | Added |
| Keybank National Association | 30,330 | $1.56M | 0.01% | +8,212+37.1% | Added |
| FineMark National Bank & Trust | 30,504 | $1.57M | 0.06% | +15,744+106.7% | Added |
| Belpointe Asset Management LLC | 30,678 | $1.58M | 0.14% | +2,125+7.4% | Added |
| MUFG Securities EMEA plc | 30,731 | $1.58M | 0.13% | −24,072−43.9% | Reduced |
| Independent Financial Group, LLC | 30,776 | $1.58M | 0.08% | +5,306+20.8% | Added |
| YHB Investment Advisors, Inc. | 30,897 | $1.59M | 0.15% | −6,344−17.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 31,287 | $1.61M | 1.61% | +31,287 | New |
| Chiron Capital Management, LLC | 31,407 | $1.62M | 1.41% | −12,400−28.3% | Reduced |
| InTrack Investment Management Inc | 31,526 | $1.62M | 1.22% | +3,856+13.9% | Added |
| Ashton Thomas Private Wealth, LLC | 31,537 | $1.62M | 0.10% | −23,445−42.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 31,548 | $1.62M | 0.25% | +31,548 | New |
| Birmingham Capital Management Co Inc | 31,605 | $1.63M | 0.64% | −200−0.6% | Reduced |
| Brevan Howard Capital Management LP | 31,630 | $1.63M | 0.16% | +34+0.1% | Added |
| Culbertson A N & Co Inc | 31,669 | $1.63M | 0.30% | +870+2.8% | Added |
| Ascent Group, LLC | 30,426 | $1.64M | 0.16% | +6,420+26.7% | Added |
| DoubleLine ETF Adviser LP | 31,998 | $1.65M | 0.48% | +2,339+7.9% | Added |