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 |
|---|---|---|---|---|---|
| Sightline Wealth Advisors, LLC | 4,741 | $243.9K | 0.19% | +4,741 | New |
| Rakuten Investment Management, Inc. | 4,741 | $244.3K | 0.00% | +4,741 | New |
| Hayek Kallen Investment Management | 4,756 | $245.0K | 0.10% | −486−9.3% | Reduced |
| Grandview Asset Management LLC | 4,754 | $245.0K | 0.13% | −198−4.0% | Reduced |
| Rogco, LP | 4,776 | $245.7K | 0.11% | +2,867+150.2% | Added |
| Allen Capital Group, LLC | 4,781 | $245.9K | 0.04% | +4,781 | New |
| Wallace Advisory Group, LLC | 6,010 | $247.2K | 0.19% | +532+9.7% | Added |
| Relyea Zuckerberg Hanson LLC | 4,852 | $249.6K | 0.05% | +4,852 | New |
| Pine Valley Investments Ltd Liability Co | 4,871 | $250.6K | 0.02% | −35−0.7% | Reduced |
| TrueWealth Advisors, LLC | 4,915 | $252.8K | 0.10% | +4,915 | New |
| Redwood Investment Management, LLC | 4,909 | $253.0K | 0.02% | +4,909 | New |
| Prentice Wealth Management LLC | 4,924 | $253.3K | 0.10% | +4,924 | New |
| Financial Advocates Investment Management | 4,949 | $254.6K | 0.02% | +4,949 | New |
| Pingora Partners LLC | 4,960 | $255.1K | 0.23% | +4,960 | New |
| Avidian Wealth Solutions, LLC | 4,976 | $256.0K | 0.02% | −261−5.0% | Reduced |
| Main Street Financial Solutions, LLC | 4,979 | $256.1K | 0.03% | −331−6.2% | Reduced |
| Lifestyle Asset Management, Inc. | 5,000 | $257.2K | 0.14% | −372−6.9% | Reduced |
| Harbor Advisors LLC | 5,000 | $257.2K | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 5,003 | $257.3K | 0.08% | +5,003 | New |
| Orca Investment Management, LLC | 5,010 | $257.7K | 0.25% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,925 | $259.9K | 0.07% | −17−0.3% | Reduced |
| Onefund, LLC | 5,061 | $260.3K | 0.34% | +5,061 | New |
| CFM Wealth Partners LLC | 5,099 | $262.3K | 0.06% | −291−5.4% | Reduced |
| Lynch Asset Management, Inc. | 5,100 | $262.3K | 0.15% | −22,000−81.2% | Reduced |
| Alta Advisers Ltd | 5,100 | $262.3K | 0.14% | 00.0% | Unchanged |
| Gries Financial LLC | 5,124 | $263.6K | 0.06% | +5,124 | New |
| Change Path, LLC | 5,123 | $264.0K | 0.02% | +5,123 | New |
| Paulson Wealth Management Inc. | 5,135 | $264.1K | 0.08% | +5,135 | New |
| Evercore Wealth Management, LLC | 5,153 | $265.1K | 0.00% | +5,153 | New |
| Resurgent Financial Advisors LLC | 5,154 | $265.1K | 0.16% | −1,922−27.2% | Reduced |
| Marcum Wealth, LLC | 5,181 | $266.5K | 0.03% | +92+1.8% | Added |
| Fortune Financial Advisors, LLC | 5,184 | $266.7K | 0.19% | −223−4.1% | Reduced |
| Jmac Enterprises LLC | 5,191 | $267.0K | 0.06% | −1,404−21.3% | Reduced |
| Dimension Capital Management LLC | 5,198 | $267.4K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 5,199 | $267.4K | 0.03% | −1,133−17.9% | Reduced |
| Pointe Capital Management LLC | 5,221 | $268.6K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 5,240 | $269.5K | 0.15% | +5,240 | New |
| Provence Wealth Management Group | 5,251 | $270.1K | 0.15% | −1,407−21.1% | Reduced |
| Norway Savings Bank | 5,258 | $270.5K | 0.12% | −4,910−48.3% | Reduced |
| Principal Street Partners, LLC | 5,262 | $270.7K | 0.07% | +5,262 | New |
| Beacon Bridge Wealth Partners, LLC | 5,301 | $272.7K | 0.14% | −111−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 5,324 | $273.9K | 0.09% | +5,324 | New |
| SJS Investment Consulting Inc. | 5,325 | $273.9K | 0.06% | +55+1.0% | Added |
| Smartleaf Asset Management LLC | 5,402 | $274.5K | 0.07% | +5,402 | New |
| Stratos Wealth Advisors, LLC | 5,340 | $274.7K | 0.02% | −152−2.8% | Reduced |
| Delta Financial Group, Inc. | 5,396 | $278.0K | 0.09% | +107+2.0% | Added |
| Napatree Capital LLC | 5,408 | $278.2K | 0.28% | +5,408 | New |
| Cassaday & Co Wealth Management LLC | 5,417 | $278.7K | 0.01% | −493−8.3% | Reduced |
| Goldstone Financial Group, LLC | 5,455 | $280.6K | 0.07% | +207+3.9% | Added |
| Integrity Financial Corp | 5,483 | $282.0K | 0.20% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,486 | $282.2K | 0.04% | +236+4.5% | Added |
| Bank Ozk | 5,524 | $284.2K | 0.14% | −4,591−45.4% | Reduced |
| Wealth Effects LLC | 5,600 | $288.1K | 0.11% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,610 | $288.6K | 0.05% | +37+0.7% | Added |
| Gratus Wealth Advisors, LLC | 5,646 | $290.4K | 0.06% | +5,646 | New |
| Gilbert & Cook, Inc. | 5,647 | $290.5K | 0.04% | +154+2.8% | Added |
| Flynn Zito Capital Management, LLC | 5,652 | $290.7K | 0.20% | +5,652 | New |
| Accurate Wealth Management, LLC | 5,593 | $291.3K | 0.09% | −512−8.4% | Reduced |
| IFG Advisors, LLC | 5,717 | $294.1K | 0.09% | −96−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,725 | $295.0K | 0.04% | −1,071−15.8% | Reduced |
| Anchor Capital Advisors LLC | 5,735 | $295.0K | 0.01% | −1,325−18.8% | Reduced |
| Peoples Bank | 5,770 | $296.7K | 0.24% | −100−1.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,811 | $298.9K | 0.03% | +341+6.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,821 | $299.4K | 0.08% | −93−1.6% | Reduced |
| Madison Wealth Partners, Inc | 5,834 | $300.1K | 0.12% | +5,834 | New |
| Total Clarity Wealth Management, Inc. | 5,843 | $300.6K | 0.12% | −80−1.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,660 | $301.5K | 0.13% | −1,000−15.0% | Reduced |
| Crestwood Advisors Group LLC | 5,881 | $302.5K | 0.01% | −45−0.8% | Reduced |
| Strategic Advocates LLC | 5,901 | $303.5K | 0.13% | −1,841−23.8% | Reduced |
| Jeppson Wealth Management, LLC | 5,908 | $303.9K | 0.13% | −37−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 5,931 | $305.1K | 0.01% | +345+6.2% | Added |
| Wealth Management Partners, LLC | 5,934 | $305.2K | 0.17% | −625−9.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,951 | $306.1K | 0.10% | −957−13.9% | Reduced |
| IPG Investment Advisors LLC | 5,962 | $306.7K | 0.06% | +664+12.5% | Added |
| Sound View Wealth Advisors Group, LLC | 5,967 | $306.9K | 0.03% | +5,967 | New |
| Ethos Financial Group, LLC | 5,967 | $307.0K | 0.07% | −21−0.4% | Reduced |
| GeoWealth Management, LLC | 5,992 | $308.0K | 0.03% | +3,234+117.3% | Added |
| Northern Financial Advisors Inc | 5,997 | $308.5K | 0.26% | −894−13.0% | Reduced |
| Imprint Wealth LLC | 6,010 | $309.1K | 0.25% | +826+15.9% | Added |
| LexAurum Advisors, LLC | 6,022 | $309.7K | 0.08% | +6,022 | New |
| Geneos Wealth Management Inc. | 6,026 | $310.0K | 0.02% | −446−6.9% | Reduced |
| Altfest L J & Co Inc | 6,030 | $310.0K | 0.04% | −148−2.4% | Reduced |
| Waterloo Capital, L.P. | 6,057 | $311.6K | 0.05% | +6,057 | New |
| Mirador Capital Partners LP | 6,078 | $312.7K | 0.07% | +228+3.9% | Added |
| Mirabella Financial Services LLP | 6,100 | $313.8K | 0.05% | +6,100 | New |
| Nwam LLC | 6,101 | $313.8K | 0.03% | +377+6.6% | Added |
| Perennial Investment Advisors, LLC | 6,110 | $314.3K | 0.05% | +549+9.9% | Added |
| Nicholas Hoffman & Company, LLC. | 6,138 | $315.7K | 0.02% | +6,138 | New |
| Hancock Whitney Corp | 6,149 | $316.3K | 0.01% | −434−6.6% | Reduced |
| Family Legacy, Inc. | 6,151 | $316.4K | 0.12% | +50+0.8% | Added |
| Voya Financial Advisors, Inc. | 6,164 | $317.6K | 0.04% | −470−7.1% | Reduced |
| L2 Asset Management, LLC | 6,198 | $318.8K | 0.13% | +6,160+16,210.5% | Added |
| PFG Investments, LLC | 6,203 | $319.1K | 0.06% | −546−8.1% | Reduced |
| MWA Asset Management | 6,222 | $320.1K | 0.26% | −3,076−33.1% | Reduced |
| KCM Investment Advisors LLC | 6,223 | $320.1K | 0.01% | +69+1.1% | Added |
| Gradient Investments LLC | 6,239 | $320.9K | 0.01% | −118−1.9% | Reduced |
| NBC Securities, Inc. | 6,265 | $322.0K | 0.03% | −1,305−17.2% | Reduced |
| Allstate Corp | 6,275 | $322.8K | 0.02% | +700+12.6% | Added |
| Wealth Alliance | 6,276 | $322.8K | 0.05% | −3,395−35.1% | Reduced |
| Advus Financial Partners, LLC | 6,326 | $325.4K | 0.11% | +640+11.3% | Added |