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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 999 | $51.0K | 0.01% | −1,384−58.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $51.4K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $51.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $51.4K | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,006 | $51.8K | 0.01% | +1,006 | New |
| Bruce G. Allen Investments, LLC | 1,056 | $54.3K | 0.05% | +1,056 | New |
| Cooksen Wealth, LLC | 1,084 | $55.8K | 0.06% | +1,084 | New |
| Ameliora Wealth Management Ltd. | 1,090 | $56.1K | 0.03% | −5,175−82.6% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $56.6K | 0.03% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,102 | $56.7K | 0.09% | +1,102 | New |
| Investment Research & Advisory Group, Inc. | 1,108 | $57.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,111 | $57.2K | 0.01% | +302+37.3% | Added |
| Studio Investment Management LLC | 1,125 | $57.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,142 | $58.7K | 0.01% | +11+1.0% | Added |
| Trust Co of Vermont | 1,147 | $59.0K | 0.00% | −2,274−66.5% | Reduced |
| Y.D. More Investments Ltd | 1,168 | $59.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,167 | $60.0K | 0.02% | −49,822−97.7% | Reduced |
| Nordwand Advisors, LLC | 1,250 | $64.3K | 0.02% | +1,250 | New |
| Financial Connections Group, Inc. | 1,264 | $65.0K | 0.04% | +1,264 | New |
| Bell Investment Advisors, Inc | 1,267 | $65.2K | 0.01% | +579+84.2% | Added |
| ZRC Wealth Management, LLC | 1,600 | $65.8K | 0.04% | +1,600 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,300 | $66.9K | 0.03% | +1,300 | New |
| SOA Wealth Advisors, LLC. | 1,314 | $67.6K | 0.02% | −201−13.3% | Reduced |
| Peoples Financial Services Corp. | 1,325 | $68.1K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,340 | $68.9K | 0.03% | −35−2.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,332 | $69.0K | 0.01% | −1,423−51.7% | Reduced |
| AllSquare Wealth Management LLC | 1,348 | $69.3K | 0.04% | +300+28.6% | Added |
| Cape Investment Advisory, Inc. | 1,396 | $71.8K | 0.04% | +354+34.0% | Added |
| Western Pacific Wealth Management, LP | 1,424 | $73.3K | 0.05% | −2,065−59.2% | Reduced |
| Norwood Financial Corp | 1,449 | $74.5K | 0.11% | +655+82.5% | Added |
| Trust Co | 1,477 | $76.0K | 0.01% | −249−14.4% | Reduced |
| Rational Advisors LLC | 1,481 | $76.2K | 0.01% | −2,504−62.8% | Reduced |
| TCTC Holdings, LLC | 1,487 | $76.5K | 0.00% | −1,865−55.6% | Reduced |
| Altshuler Shaham Ltd | 1,500 | $77.2K | 0.00% | −3,121,060−100.0% | Reduced |
| Baystate Wealth Management LLC | 1,533 | $78.9K | 0.01% | −74−4.6% | Reduced |
| First Command Advisory Services, Inc. | 1,537 | $79.1K | 0.00% | −35−2.2% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $79.7K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,579 | $81.2K | 0.01% | −120−7.1% | Reduced |
| JJJ Advisors Inc. | 1,587 | $81.6K | 0.02% | +785+97.9% | Added |
| Union Savings Bank | 1,590 | $81.8K | 0.05% | +500+45.9% | Added |
| Voisard Asset Management Group, Inc. | 1,591 | $81.8K | 0.05% | +1,591 | New |
| Avion Wealth | 1,598 | $82.0K | 0.02% | +111+7.5% | Added |
| AlphaMark Advisors, LLC | 1,590 | $82.0K | 0.03% | +890+127.1% | Added |
| Monetary Management Group Inc | 1,625 | $83.6K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,629 | $83.8K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,658 | $85.3K | 0.03% | +279+20.2% | Added |
| REAP Financial Group, LLC | 1,681 | $86.5K | 0.03% | +1,681 | New |
| CKW Financial Group | 1,700 | $87.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,707 | $87.8K | 0.04% | +92+5.7% | Added |
| Sittner & Nelson, LLC | 1,718 | $88.4K | 0.05% | −287−14.3% | Reduced |
| Founders Capital Management | 1,800 | $92.6K | 0.07% | +200+12.5% | Added |
| Banco de Sabadell, S.A | 1,808 | $93.0K | 0.07% | −1,108−38.0% | Reduced |
| Glassman Wealth Services | 1,816 | $93.4K | 0.01% | +895+97.2% | Added |
| Main Street Group, LTD | 1,819 | $93.6K | 0.03% | +1,819 | New |
| Planned Solutions, Inc. | 1,832 | $94.2K | 0.04% | +1,832 | New |
| Atlantic Trust, LLC | 1,890 | $97.2K | 0.03% | −2,110−52.8% | Reduced |
| State of Wyoming | 1,942 | $99.9K | 0.02% | +1,942 | New |
| Independence Bank of Kentucky | 1,963 | $101.0K | 0.04% | −709−26.5% | Reduced |
| Eagle Bay Advisors LLC | 1,989 | $102.3K | 0.06% | −106−5.1% | Reduced |
| Grove Bank & Trust | 1,994 | $102.6K | 0.02% | −790−28.4% | Reduced |
| HM Payson & Co | 2,043 | $105.1K | 0.00% | −2,579−55.8% | Reduced |
| Brown Brothers Harriman & Co | 2,062 | $106.1K | 0.00% | +865+72.3% | Added |
| Mechanics Financial Corp | 2,076 | $106.8K | 0.06% | −7,193−77.6% | Reduced |
| West Branch Capital LLC | 2,092 | $107.6K | 0.05% | −580−21.7% | Reduced |
| Richardson Financial Services Inc. | 2,145 | $110.3K | 0.10% | +2,145 | New |
| FNY Investment Advisers, LLC | 2,170 | $111.0K | 0.12% | −1,720−44.2% | Reduced |
| Duncker Streett & Co Inc | 2,160 | $111.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,170 | $111.6K | 0.01% | +6+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 2,241 | $115.3K | 0.03% | −3,390−60.2% | Reduced |
| First Foundation Advisors | 2,274 | $117.0K | 0.01% | +2,274 | New |
| Belmont Capital, LLC | 2,282 | $117.4K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 2,283 | $117.4K | 0.07% | −6,066−72.7% | Reduced |
| Gleason Group, Inc. | 2,348 | $120.8K | 0.03% | +27+1.2% | Added |
| SRS Capital Advisors, Inc. | 2,436 | $125.3K | 0.01% | +26+1.1% | Added |
| Heritage Wealth Advisors | 2,450 | $126.0K | 0.01% | +1,050+75.0% | Added |
| Spartan Planning & Wealth Management | 2,476 | $127.4K | 0.14% | +2,469+35,271.4% | Added |
| St Germain D J Co Inc | 2,512 | $129.2K | 0.01% | +1,249+98.9% | Added |
| Truvestments Capital LLC | 2,532 | $130.2K | 0.06% | +2,200+662.7% | Added |
| City State Bank | 2,557 | $132.0K | 0.07% | −300−10.5% | Reduced |
| Benjamin Edwards Inc | 2,570 | $132.0K | 0.03% | −83−3.1% | Reduced |
| Rothschild Investment LLC | 2,574 | $132.4K | 0.01% | +2,574 | New |
| Plato Investment Management Ltd | 2,602 | $133.8K | 0.16% | +2,602 | New |
| Washington Trust Advisors, Inc. | 2,625 | $135.0K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,652 | $136.4K | 0.03% | +2,652 | New |
| Newbridge Financial Services Group, Inc. | 2,689 | $138.3K | 0.07% | −204−7.1% | Reduced |
| Ancora Advisors, LLC | 2,691 | $138.4K | 0.00% | −924−25.6% | Reduced |
| Coppell Advisory Solutions LLC | 2,820 | $145.1K | 0.03% | +2,752+4,047.1% | Added |
| Anchor Investment Management, LLC | 2,855 | $146.8K | 0.02% | −330−10.4% | Reduced |
| Silvant Capital Management LLC | 2,906 | $149.5K | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 2,986 | $153.6K | 0.07% | +2,986 | New |
| Caldwell Trust Co | 3,008 | $154.7K | 0.02% | −1,624−35.1% | Reduced |
| Nemes Rush Group LLC | 3,062 | $157.5K | 0.03% | −904−22.8% | Reduced |
| Hanson & Doremus Investment Management | 3,172 | $163.0K | 0.03% | +414+15.0% | Added |
| Pinnacle Bancorp, Inc. | 3,193 | $164.2K | 0.05% | −2,810−46.8% | Reduced |
| Gables Capital Management Inc. | 3,200 | $164.6K | 0.10% | +100+3.2% | Added |
| Ronald Blue Trust, Inc. | 4,027 | $165.0K | 0.00% | −7,417−64.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,215 | $165.4K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,275 | $168.5K | 0.01% | −121−3.6% | Reduced |
| MV Capital Management, Inc. | 3,395 | $174.6K | 0.02% | +683+25.2% | Added |
| AJOVista, LLC | 3,496 | $179.8K | 0.23% | +3,496 | New |