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; 2,643 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| TFC Financial Management | 216 | $11.1K | 0.00% | +61+39.4% | Added |
| Cordant, Inc. | 223 | $11.5K | 0.01% | +223 | New |
| Valley Forge Investment Consultants Inc Adv | 232 | $11.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 233 | $12.0K | 0.01% | +233 | New |
| Clear Point Advisors Inc. | 233 | $12.0K | 0.01% | +233 | New |
| Capital Advisors, Ltd. LLC | 234 | $12.0K | 0.00% | +13+5.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 241 | $12.4K | 0.01% | +241 | New |
| Bank of New Hampshire | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 251 | $12.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 258 | $13.3K | 0.00% | +70+37.2% | Added |
| Barrett & Company, Inc. | 264 | $13.6K | 0.01% | +1+0.4% | Added |
| Westchester Capital Management, Inc. | 273 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 277 | $14.2K | 0.00% | −268−49.2% | Reduced |
| New England Capital Financial Advisors LLC | 281 | $14.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 291 | $15.0K | 0.00% | +291 | New |
| Fairfield, Bush & Co. | 300 | $15.4K | 0.01% | +300 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 303 | $15.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 304 | $15.6K | 0.01% | +53+21.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 316 | $16.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 314 | $16.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 317 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 319 | $16.4K | 0.00% | +319 | New |
| First Community Trust NA | 320 | $16.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 321 | $16.5K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 328 | $16.9K | 0.01% | −33−9.1% | Reduced |
| Indiana Trust & Investment Management CO | 340 | $17.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $17.7K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 350 | $18.0K | 0.02% | +350 | New |
| RFP Financial Group LLC | 353 | $18.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 360 | $18.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 364 | $18.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 367 | $18.9K | 0.00% | +145+65.3% | Added |
| Salomon & Ludwin, LLC | 461 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 380 | $19.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $20.6K | 0.00% | +400 | New |
| Smithfield Trust Co | 420 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 424 | $21.8K | 0.01% | −113−21.0% | Reduced |
| Tortoise Investment Management, LLC | 429 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 430 | $22.1K | 0.01% | +193+81.4% | Added |
| GPS Wealth Strategies Group, LLC | 439 | $22.6K | 0.00% | +2+0.5% | Added |
| Tompkins Financial Corp | 447 | $23.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $23.2K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 455 | $23.4K | 0.00% | +455 | New |
| Strategic Investment Solutions, Inc. | 465 | $23.9K | 0.00% | −11,253−96.0% | Reduced |
| Coston, McIsaac & Partners | 468 | $24.0K | 0.01% | +1+0.2% | Added |
| Pineridge Advisors LLC | 474 | $24.4K | 0.01% | +474 | New |
| DHJJ Financial Advisors, Ltd. | 481 | $24.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 495 | $25.5K | 0.02% | −495−50.0% | Reduced |
| Global Trust Asset Management, LLC | 497 | $25.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $25.7K | 0.02% | +500 | New |
| Park Place Capital Corp | 502 | $25.8K | 0.01% | −124−19.8% | Reduced |
| JNBA Financial Advisors | 503 | $25.9K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $26.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 525 | $27.0K | 0.01% | −1,175−69.1% | Reduced |
| Fairway Wealth LLC | 528 | $27.2K | 0.02% | +528 | New |
| Financial Perspectives, Inc | 554 | $28.5K | 0.01% | +8+1.5% | Added |
| Hall Laurie J Trustee | 570 | $29.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 570 | $29.3K | 0.03% | +570 | New |
| Chesapeake Asset Management LLC | 570 | $29.3K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 585 | $30.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $30.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 598 | $30.8K | 0.00% | +569+1,962.1% | Added |
| First Financial Corp | 612 | $31.5K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 639 | $32.9K | 0.01% | −2,724−81.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 645 | $33.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 672 | $34.0K | 0.01% | −3,006−81.7% | Reduced |
| Financial Management Professionals, Inc. | 656 | $34.0K | 0.01% | −135−17.1% | Reduced |
| Rakuten Securities, Inc. | 679 | $34.9K | 0.03% | +679 | New |
| Toth Financial Advisory Corp | 698 | $35.9K | 0.00% | −184−20.9% | Reduced |
| CNB Bank | 705 | $36.3K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 708 | $36.4K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 721 | $37.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 727 | $37.4K | 0.01% | +1+0.1% | Added |
| West Paces Advisors Inc. | 731 | $37.6K | 0.01% | +26+3.7% | Added |
| Front Row Advisors LLC | 735 | $37.8K | 0.02% | −44−5.6% | Reduced |
| Tennessee Valley Asset Management Partners | 751 | $38.6K | 0.01% | +751 | New |
| Loomis Sayles & Co L P | 758 | $39.0K | 0.00% | −310−29.0% | Reduced |
| GW&K Investment Management, LLC | 786 | $40.0K | 0.00% | +126+19.1% | Added |
| Carolinas Wealth Consulting LLC | 784 | $40.3K | 0.01% | +20+2.6% | Added |
| Tyler-Stone Wealth Management | 786 | $40.4K | 0.02% | −151−16.1% | Reduced |
| Colonial Trust Co | 788 | $40.5K | 0.01% | −797−50.3% | Reduced |
| Venturi Wealth Management, LLC | 796 | $40.9K | 0.00% | +274+52.5% | Added |
| Ofi Invest Asset Management | 887 | $41.3K | 0.00% | −5−0.6% | Reduced |
| Pacifica Partners Inc. | 895 | $41.8K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 811 | $42.0K | 0.02% | −10,370−92.7% | Reduced |
| Sachetta, LLC | 817 | $42.0K | 0.02% | +817 | New |
| Blue Bell Private Wealth Management, LLC | 867 | $44.6K | 0.01% | +250+40.5% | Added |
| Kozak & Associates, Inc. | 861 | $44.7K | 0.01% | −42−4.7% | Reduced |
| Friedenthal Financial | 889 | $45.7K | 0.03% | +889 | New |
| Bollard Group LLC | 920 | $47.0K | 0.00% | +8+0.9% | Added |
| Castleview Partners, LLC | 925 | $47.6K | 0.03% | +60+6.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $47.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 934 | $48.0K | 0.02% | +934 | New |
| Costello Asset Management, INC | 944 | $48.6K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 982 | $50.0K | 0.02% | −321−24.6% | Reduced |
| TSFG, LLC | 973 | $50.0K | 0.02% | −23−2.3% | Reduced |
| Core Alternative Capital | 989 | $50.9K | 0.01% | −196−16.5% | Reduced |
| EMC Capital Management | 1,000 | $51.0K | 0.03% | −3,400−77.3% | Reduced |