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
- 1,672
- +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
- 538 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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 87,642 | $4.51M | 0.86% | −13,335−13.2% | Reduced |
| National Philanthropic Trust | 88,732 | $4.56M | 0.12% | +88,732 | New |
| Factorial Partners, LLC | 89,400 | $4.60M | 2.91% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 89,767 | $4.62M | 0.81% | −6,144−6.4% | Reduced |
| Alyeska Investment Group, L.P. | 90,225 | $4.64M | 0.03% | −280,584−75.7% | Reduced |
| Farmers Trust Co | 90,267 | $4.64M | 0.97% | +619+0.7% | Added |
| Cresset Asset Management, LLC | 91,018 | $4.68M | 0.03% | −50,854−35.8% | Reduced |
| Meritage Portfolio Management | 91,212 | $4.69M | 0.31% | −723−0.8% | Reduced |
| Ethic Inc. | 91,503 | $4.71M | 0.14% | +6,181+7.2% | Added |
| Elm Ridge Management, LLC | 91,925 | $4.73M | 5.24% | 00.0% | Unchanged |
| Assetmark, Inc | 91,967 | $4.73M | 0.02% | −19,935−17.8% | Reduced |
| GAM Holding AG | 93,331 | $4.80M | 0.36% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 93,380 | $4.80M | 0.06% | −30,088−24.4% | Reduced |
| Berkshire Asset Management LLC | 93,380 | $4.80M | 0.27% | −3,989−4.1% | Reduced |
| Spears Abacus Advisors LLC | 93,881 | $4.83M | 0.38% | −5,330−5.4% | Reduced |
| Aptus Capital Advisors, LLC | 93,977 | $4.83M | 0.14% | +134+0.1% | Added |
| Level Four Advisory Services, LLC | 94,467 | $4.86M | 0.27% | −17,283−15.5% | Reduced |
| Long Focus Capital Management, LLC | 94,640 | $4.87M | 0.63% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 95,232 | $4.90M | 2.59% | +4,291+4.7% | Added |
| Harvest Portfolios Group Inc. | 95,966 | $4.94M | 0.21% | −404,471−80.8% | Reduced |
| Anderson Hoagland & Co | 96,173 | $4.99M | 0.61% | 00.0% | Unchanged |
| Gendell Jeffrey L | 100,000 | $5.14M | 0.28% | +100,000 | New |
| Scion Asset Management, LLC | 100,000 | $5.14M | 5.44% | +100,000 | New |
| Sonic GP LLC | 100,740 | $5.18M | 5.95% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 100,854 | $5.19M | 0.09% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 101,326 | $5.21M | 0.20% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 101,780 | $5.24M | 1.60% | +1,845+1.8% | Added |
| TownSquare Capital, LLC | 104,429 | $5.37M | 0.09% | −43,800−29.5% | Reduced |
| Cubic Asset Management, LLC | 105,458 | $5.42M | 1.39% | −4,560−4.1% | Reduced |
| Cornerstone Advisors, LLC | 105,900 | $5.45M | 0.24% | −9,600−8.3% | Reduced |
| Kempner Capital Management Inc. | 106,556 | $5.48M | 3.06% | −300.0% | Reduced |
| Parkside Investments, LLC | 108,709 | $5.59M | 0.95% | −3,845−3.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 110,834 | $5.70M | 2.28% | −5,500−4.7% | Reduced |
| Close Asset Management Ltd | 112,110 | $5.77M | 0.24% | +5,630+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 112,596 | $5.79M | 0.02% | −39,658−26.0% | Reduced |
| Banque Cantonale Vaudoise | 113,880 | $5.86M | 0.25% | +26,102+29.7% | Added |
| Mercer Global Advisors Inc | 114,377 | $5.88M | 0.02% | −17,843−13.5% | Reduced |
| Louisiana State Employees Retirement System | 115,700 | $5.95M | 0.12% | −3,600−3.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 115,800 | $5.96M | 0.24% | +115,800 | New |
| American Assets Investment Management, LLC | 116,400 | $5.99M | 0.62% | 00.0% | Unchanged |
| Ci Investments Inc. | 116,758 | $6.01M | 0.03% | −44,815−27.7% | Reduced |
| Access Investment Management LLC | 117,000 | $6.02M | 2.24% | +117,000 | New |
| Brinker Capital Investments, LLC | 111,487 | $6.02M | 0.07% | +2,730+2.5% | Added |
| Orion Portfolio Solutions, LLC | 111,487 | $6.02M | 0.07% | +2,730+2.5% | Added |
| Integrated Wealth Concepts LLC | 118,050 | $6.07M | 0.10% | −42,620−26.5% | Reduced |
| Oliver Luxxe Assets LLC | 121,008 | $6.22M | 1.46% | +570.0% | Added |
| Securian Asset Management, Inc | 121,211 | $6.24M | 0.18% | −16,980−12.3% | Reduced |
| Moore Capital Management, LP | 122,042 | $6.28M | 0.15% | +122,042 | New |
| Pathstone Holdings, LLC | 122,190 | $6.30M | 0.03% | +122,190 | New |
| Citizens Financial Group Inc | 123,123 | $6.33M | 0.22% | +5,100+4.3% | Added |
| Edgemoor Investment Advisors, Inc. | 123,474 | $6.35M | 0.66% | −20,641−14.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 124,314 | $6.39M | 0.01% | −10,795−8.0% | Reduced |
| Soltis Investment Advisors LLC | 124,589 | $6.41M | 0.72% | −12,342−9.0% | Reduced |
| Pacer Advisors, Inc. | 125,656 | $6.46M | 0.02% | +1,611+1.3% | Added |
| La Banque Postale Asset Management SA | 126,432 | $6.50M | 0.14% | −674−0.5% | Reduced |
| Carmel Capital Management L.L.C. | 127,675 | $6.57M | 3.15% | +21,850+20.6% | Added |
| Skylands Capital, LLC | 128,150 | $6.59M | 0.97% | +11,775+10.1% | Added |
| Stephens Inc | 128,505 | $6.61M | 0.11% | +2,942+2.3% | Added |
| Hartford Investment Management Co | 128,990 | $6.64M | 0.25% | −4,208−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 129,172 | $6.64M | 0.63% | −18,847−12.7% | Reduced |
| Hennessy Advisors Inc | 129,500 | $6.66M | 0.34% | −8,800−6.4% | Reduced |
| Hourglass Capital, LLC | 131,007 | $6.74M | 2.17% | −3,255−2.4% | Reduced |
| Claret Asset Management Corp | 131,317 | $6.75M | 1.21% | +2,102+1.6% | Added |
| HGK Asset Management Inc | 132,295 | $6.81M | 1.58% | +4,688+3.7% | Added |
| Country Club Bank | 134,463 | $6.93M | 0.52% | +134,463 | New |
| Westpac Banking Corp | 136,770 | $7.04M | 0.58% | +780+0.6% | Added |
| Eagle Capital Management LLC | 138,371 | $7.12M | 0.03% | −4,679,067−97.1% | Reduced |
| Point72 Middle East FZE | 138,582 | $7.13M | 0.49% | −105,222−43.2% | Reduced |
| Atria Wealth Solutions, Inc. | 138,698 | $7.13M | 0.09% | +17,257+14.2% | Added |
| Blume Capital Management, Inc. | 140,452 | $7.22M | 1.92% | +15,620+12.5% | Added |
| JustInvest LLC | 140,572 | $7.23M | 0.19% | +60,826+76.3% | Added |
| Old National Bancorp | 140,770 | $7.24M | 0.19% | +122,084+653.3% | Added |
| Linscomb & Williams, Inc. | 143,786 | $7.40M | 0.41% | −4,683−3.2% | Reduced |
| One Capital Management, LLC | 145,021 | $7.46M | 0.30% | +4,191+3.0% | Added |
| Blair William & Co | 145,075 | $7.46M | 0.03% | −14,906−9.3% | Reduced |
| Kestra Advisory Services, LLC | 147,142 | $7.57M | 0.06% | −10,244−6.5% | Reduced |
| Trustmark National Bank Trust Department | 147,544 | $7.59M | 0.69% | +13,135+9.8% | Added |
| Kovitz Investment Group Partners, LLC | 148,214 | $7.62M | 0.13% | +42,644+40.4% | Added |
| Quantinno Capital Management LP | 148,241 | $7.63M | 0.27% | +72,275+95.1% | Added |
| NWF Advisory Services Inc. | 148,862 | $7.66M | 1.52% | +1,777+1.2% | Added |
| Maryland State Retirement & Pension System | 149,507 | $7.69M | 0.16% | −300−0.2% | Reduced |
| Estabrook Capital Management | 150,320 | $7.73M | 1.26% | −14,882−9.0% | Reduced |
| Private Advisor Group, LLC | 153,085 | $7.87M | 0.06% | +13,069+9.3% | Added |
| Kentucky Retirement Systems | 153,131 | $7.88M | 0.25% | +3,808+2.6% | Added |
| Tejara Capital Ltd | 153,621 | $7.90M | 3.31% | −302,690−66.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 153,782 | $7.91M | 0.03% | +454+0.3% | Added |
| Castleark Management LLC | 154,414 | $7.94M | 0.35% | +150,570+3,917.0% | Added |
| NorthCrest Asset Manangement, LLC | 154,923 | $7.97M | 0.30% | −6,585−4.1% | Reduced |
| Boothbay Fund Management, LLC | 155,885 | $8.02M | 0.30% | +75,885+94.9% | Added |
| Marshall Wace, LLP | 157,365 | $8.09M | 0.02% | −152,306−49.2% | Reduced |
| Academy Capital Management Inc | 157,759 | $8.12M | 1.65% | −169,823−51.8% | Reduced |
| First American Trust, FSB | 159,417 | $8.20M | 1.01% | −5,606−3.4% | Reduced |
| Fifth Third Bancorp | 159,463 | $8.20M | 0.03% | −18,837−10.6% | Reduced |
| Cetera Advisor Networks LLC | 159,910 | $8.23M | 0.05% | +28,299+21.5% | Added |
| Gulf International Bank (UK) Ltd | 160,108 | $8.23M | 0.23% | −18,213−10.2% | Reduced |
| Nomura Holdings Inc | 162,888 | $8.38M | 0.08% | +84,020+106.5% | Added |
| Brown Advisory Inc | 164,247 | $8.45M | 0.01% | −17,390−9.6% | Reduced |
| Glenmede Trust Co NA | 165,234 | $8.50M | 0.04% | +15,952+10.7% | Added |
| ProVise Management Group, LLC | 165,237 | $8.50M | 0.72% | −16,203−8.9% | Reduced |
| River & Mercantile Asset Management LLP | 165,525 | $8.52M | 1.61% | −13,141−7.4% | Reduced |