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 | 2,065 | $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 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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 32,018 | $1.65M | 0.09% | +5,285+19.8% | Added |
| Profund Advisors LLC | 32,046 | $1.65M | 0.07% | +6,908+27.5% | Added |
| Umb Bank N A | 32,269 | $1.66M | 0.02% | −12,219−27.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 32,320 | $1.66M | 0.32% | +363+1.1% | Added |
| HB Wealth Management, LLC | 32,715 | $1.68M | 0.02% | +16,759+105.0% | Added |
| Kingswood Wealth Advisors, LLC | 32,870 | $1.69M | 0.19% | +32,870 | New |
| Birchbrook, Inc. | 32,964 | $1.70M | 1.12% | +32,964 | New |
| Boston Private Wealth LLC | 33,003 | $1.70M | 0.04% | +3,512+11.9% | Added |
| Selway Asset Management | 33,117 | $1.70M | 0.72% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 33,528 | $1.72M | 0.05% | −1,708−4.8% | Reduced |
| Kovack Advisors, Inc. | 33,533 | $1.72M | 0.20% | +17,023+103.1% | Added |
| Wellington Shields Capital Management, LLC | 33,586 | $1.73M | 0.22% | +31,379+1,421.8% | Added |
| Am Investment Strategies LLC | 33,736 | $1.74M | 0.49% | +1,178+3.6% | Added |
| Miracle Mile Advisors, LLC | 34,119 | $1.76M | 0.05% | −14,344−29.6% | Reduced |
| United Capital Financial Advisers, LLC | 34,748 | $1.79M | 0.01% | −9,722−21.9% | Reduced |
| Agf Management Ltd | 34,769 | $1.79M | 0.01% | +10,360+42.4% | Added |
| Stonebridge Capital Advisors LLC | 35,049 | $1.80M | 0.18% | −529−1.5% | Reduced |
| Creative Financial Designs Inc | 35,133 | $1.81M | 0.18% | +500+1.4% | Added |
| Veriti Management LLC | 35,341 | $1.82M | 0.16% | +7,867+28.6% | Added |
| Horizon Investments, LLC | 35,847 | $1.83M | 0.05% | −1,768−4.7% | Reduced |
| Beach Investment Counsel Inc | 35,889 | $1.85M | 0.23% | −10,800−23.1% | Reduced |
| Solidarilty Wealth, LLC | 36,510 | $1.88M | 0.68% | −24,406−40.1% | Reduced |
| Insigneo Advisory Services, LLC | 36,539 | $1.88M | 0.26% | +61+0.2% | Added |
| Perigon Wealth Management, LLC | 36,618 | $1.88M | 0.06% | +12,632+52.7% | Added |
| Columbia Asset Management | 36,816 | $1.89M | 0.39% | −6,026−14.1% | Reduced |
| Engineers Gate Manager LP | 36,945 | $1.90M | 0.05% | −94,005−71.8% | Reduced |
| Winch Advisory Services, LLC | 37,007 | $1.90M | 0.63% | +946+2.6% | Added |
| First Business Financial Services, Inc. | 37,353 | $1.92M | 0.22% | +19,176+105.5% | Added |
| Freestone Capital Holdings, LLC | 37,378 | $1.92M | 0.09% | +28,589+325.3% | Added |
| Green Square Capital Advisors LLC | 37,498 | $1.93M | 0.26% | −6,977−15.7% | Reduced |
| Stansberry Asset Management, LLC | 37,581 | $1.93M | 0.32% | −39,914−51.5% | Reduced |
| Barometer Capital Management Inc. | 38,000 | $1.94M | 0.55% | +38,000 | New |
| Cullen/Frost Bankers, Inc. | 37,745 | $1.94M | 0.03% | −4,136−9.9% | Reduced |
| Ieq Capital, LLC | 37,848 | $1.95M | 0.03% | +12,991+52.3% | Added |
| Convergence Investment Partners, LLC | 37,982 | $1.95M | 1.02% | −1,187−3.0% | Reduced |
| Longfellow Investment Management Co LLC | 38,017 | $1.96M | 0.48% | −8,921−19.0% | Reduced |
| Quaker Capital Investments, LLC | 38,450 | $1.98M | 0.71% | −1,000−2.5% | Reduced |
| CWM, LLC | 38,849 | $2.00M | 0.01% | +13,955+56.1% | Added |
| ISAM Funds (UK) Ltd | 38,892 | $2.00M | 1.43% | −9,658−19.9% | Reduced |
| GFS Advisors, LLC | 38,940 | $2.00M | 0.29% | +38,940 | New |
| Sippican Capital Advisors | 39,234 | $2.02M | 1.58% | +219+0.6% | Added |
| Capital International Inc | 39,639 | $2.04M | 0.03% | +4,563+13.0% | Added |
| Massachusetts Wealth Management | 39,782 | $2.05M | 1.65% | +192+0.5% | Added |
| Tredje AP-fonden | 39,903 | $2.05M | 0.03% | −108,192−73.1% | Reduced |
| Synovus Financial Corp | 40,620 | $2.09M | 0.03% | −22,848−36.0% | Reduced |
| Naples Money Management LLC | 40,834 | $2.10M | 1.97% | +40,834 | New |
| Alpine Woods Capital Investors, LLC | 40,856 | $2.10M | 0.31% | −1,098−2.6% | Reduced |
| Vestcor Inc | 40,897 | $2.10M | 0.07% | −436−1.1% | Reduced |
| Equitable Holdings, Inc. | 41,004 | $2.11M | 0.03% | −5,813−12.4% | Reduced |
| S&CO Inc | 41,061 | $2.11M | 0.16% | −60,367−59.5% | Reduced |
| Continental Advisors LLC | 41,434 | $2.13M | 1.92% | −8,000−16.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,602 | $2.14M | 0.12% | +2,627+6.7% | Added |
| Salem Investment Counselors Inc | 41,668 | $2.14M | 0.07% | −7,792−15.8% | Reduced |
| Park Avenue Securities LLC | 42,366 | $2.18M | 0.03% | +1,151+2.8% | Added |
| Cohen Investment Advisors LLC | 42,486 | $2.19M | 1.61% | +1,505+3.7% | Added |
| TD Private Client Wealth LLC | 42,729 | $2.20M | 0.08% | +2,881+7.2% | Added |
| WFA Asset Management Corp | 42,854 | $2.20M | 1.20% | +888+2.1% | Added |
| Wharton Business Group, LLC | 42,868 | $2.21M | 0.11% | +1,745+4.2% | Added |
| Perpetual Ltd | 42,892 | $2.21M | 0.02% | −5,834−12.0% | Reduced |
| Avantax Advisory Services, Inc. | 43,209 | $2.22M | 0.02% | −7,093−14.1% | Reduced |
| Americana Partners, LLC | 127,632 | $2.24M | 0.21% | +94,269+282.6% | Added |
| Legato Capital Management LLC | 44,245 | $2.28M | 0.30% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 44,305 | $2.28M | 0.37% | −2,959−6.3% | Reduced |
| Capital Asset Advisory Services LLC | 44,357 | $2.28M | 0.14% | +3,044+7.4% | Added |
| Paradigm Asset Management Co LLC | 44,400 | $2.28M | 0.60% | −1,400−3.1% | Reduced |
| JB Capital LLC | 44,679 | $2.30M | 0.17% | +44,679 | New |
| Kore Advisors LP | 44,692 | $2.30M | 1.49% | +44,692 | New |
| Slagle Financial, LLC | 89,748 | $2.31M | 1.32% | +45,454+102.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,079 | $2.32M | 0.22% | −7,136−13.7% | Reduced |
| Romano Brothers and Company | 45,589 | $2.35M | 0.35% | −1,875−4.0% | Reduced |
| Wintrust Investments LLC | 45,793 | $2.36M | 0.23% | +16,409+55.8% | Added |
| Independent Advisor Alliance | 46,240 | $2.38M | 0.09% | +1,663+3.7% | Added |
| WBI Investments | 46,503 | $2.39M | 0.48% | +37,566+420.3% | Added |
| Leonteq Securities AG | 46,917 | $2.41M | 0.31% | −143,584−75.4% | Reduced |
| Lincluden Management Ltd | 47,070 | $2.42M | 0.29% | −433−0.9% | Reduced |
| Pitcairn Co | 47,245 | $2.43M | 0.18% | −2,099−4.3% | Reduced |
| Apollon Wealth Management, LLC | 47,485 | $2.44M | 0.08% | +5,723+13.7% | Added |
| HBW Advisory Services LLC | 47,568 | $2.45M | 0.46% | −861−1.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 47,659 | $2.45M | 0.62% | +3,106+7.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 47,922 | $2.47M | 0.01% | +861+1.8% | Added |
| Fiera Capital Corp | 48,217 | $2.48M | 0.01% | +48,217 | New |
| Pinkerton Retirement Specialists, LLC | 48,786 | $2.51M | 0.48% | −1,939−3.8% | Reduced |
| Alaska Permanent Fund Corp | 48,946 | $2.52M | 0.04% | +646+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 49,537 | $2.55M | 0.22% | +110.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 50,000 | $2.57M | 1.46% | −6,753−11.9% | Reduced |
| PMC FIG Opportunities LLC | 50,000 | $2.57M | 7.14% | +30,000+150.0% | Added |
| JBF Capital, Inc. | 50,000 | $2.57M | 0.50% | +50,000 | New |
| KMG Fiduciary Partners, LLC | 50,096 | $2.58M | 0.30% | +1,914+4.0% | Added |
| FJ Investments, LLC | 50,100 | $2.58M | 0.12% | +50,100 | New |
| Richard Bernstein Advisors LLC | 50,156 | $2.58M | 0.06% | +34+0.1% | Added |
| Whittier Trust Co | 50,429 | $2.59M | 0.04% | −23,514−31.8% | Reduced |
| Roanoke Asset Management Corp | 50,567 | $2.60M | 0.96% | −198−0.4% | Reduced |
| National Asset Management, Inc. | 50,627 | $2.60M | 0.07% | −9,884−16.3% | Reduced |
| Morningstar Investment Management LLC | 51,128 | $2.63M | 0.30% | +51,128 | New |
| Hantz Financial Services, Inc. | 51,455 | $2.65M | 0.06% | −3,688−6.7% | Reduced |
| Axxcess Wealth Management, LLC | 51,485 | $2.65M | 0.08% | +13,988+37.3% | Added |
| Ritholtz Wealth Management | 51,533 | $2.65M | 0.10% | +14,278+38.3% | Added |
| Diversified Trust Co | 51,876 | $2.67M | 0.09% | −2,595−4.8% | Reduced |
| Degroof Petercam Asset Management | 52,000 | $2.67M | 0.04% | +52,000 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 52,404 | $2.70M | 0.06% | −35,415−40.3% | Reduced |