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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 6,365 | $327.4K | 0.07% | −368−5.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,372 | $327.8K | 0.04% | −9,992−61.1% | Reduced |
| Brighton Jones LLC | 6,376 | $328.0K | 0.01% | −401−5.9% | Reduced |
| West Family Investments, Inc. | 6,394 | $328.9K | 0.11% | +6,394 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,396 | $329.0K | 0.01% | +1,319+26.0% | Added |
| FourThought Financial Partners, LLC | 6,419 | $330.2K | 0.04% | −174−2.6% | Reduced |
| Shepherd Financial Partners LLC | 6,423 | $330.4K | 0.05% | −98−1.5% | Reduced |
| RSM US Wealth Management LLC | 6,441 | $331.3K | 0.01% | +6,441 | New |
| Cim Investment Mangement Inc | 6,448 | $331.7K | 0.11% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,511 | $334.9K | 0.26% | +121+1.9% | Added |
| Intelligence Driven Advisers, LLC | 5,997 | $336.9K | 0.05% | +5,997 | New |
| Cowa, LLC | 6,600 | $339.5K | 0.21% | +200+3.1% | Added |
| Seelaus Asset Management LLC | 6,614 | $340.2K | 0.33% | +357+5.7% | Added |
| Cary Street Partners Asset Management LLC | 6,632 | $341.2K | 0.06% | −41,285−86.2% | Reduced |
| AdvisorNet Financial, Inc | 6,680 | $343.6K | 0.03% | +69+1.0% | Added |
| Massmutual Trust Co FSB | 6,688 | $344.0K | 0.01% | −56,433−89.4% | Reduced |
| Cohen & Steers, Inc. | 6,713 | $345.0K | 0.00% | +1,638+32.3% | Added |
| Vestmark Advisory Solutions, Inc. | 6,832 | $345.5K | 0.02% | +6,832 | New |
| Partners Capital Investment Group, LLP | 6,761 | $347.8K | 0.01% | +6,761 | New |
| Washington Capital Management Inc | 6,785 | $349.0K | 0.30% | −14,850−68.6% | Reduced |
| Aurora Private Wealth, Inc. | 6,804 | $350.0K | 0.33% | −113−1.6% | Reduced |
| Aspen Wealth Strategies, LLC | 6,859 | $352.8K | 0.26% | −1,088−13.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $352.9K | 0.25% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,885 | $354.2K | 0.13% | −531−7.2% | Reduced |
| MSH Capital Advisors LLC | 6,897 | $354.8K | 0.13% | −104−1.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,910 | $355.4K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,944 | $357.2K | 0.03% | +2,190+46.1% | Added |
| Northwest Bancshares, Inc. | 6,948 | $357.4K | 0.07% | −777−10.1% | Reduced |
| 9258 Wealth Management, LLC | 6,957 | $357.9K | 0.06% | −298−4.1% | Reduced |
| XTX Topco Ltd | 6,962 | $358.1K | 0.08% | +6,962 | New |
| Wall Street Access Asset Management, LLC | 6,967 | $358.4K | 0.17% | +202+3.0% | Added |
| Silverlake Wealth Management LLC | 6,981 | $359.1K | 0.20% | −387−5.3% | Reduced |
| Marino, Stram & Associates LLC | 6,994 | $359.8K | 0.09% | +4+0.1% | Added |
| Field & Main Bank | 7,010 | $360.5K | 0.15% | −838−10.7% | Reduced |
| First City Capital Management, Inc. | 7,018 | $361.0K | 0.21% | +23+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 7,040 | $362.7K | 0.01% | −6,768−49.0% | Reduced |
| Bartlett & Co. LLC | 7,040 | $363.0K | 0.01% | −6,768−49.0% | Reduced |
| Compagnie Lombard Odier SCmA | 7,083 | $364.4K | 0.01% | −2,700−27.6% | Reduced |
| Kathmere Capital Management, LLC | 7,085 | $364.5K | 0.05% | +7,085 | New |
| TrinityPoint Wealth, LLC | 7,108 | $365.6K | 0.07% | −366−4.9% | Reduced |
| Chapin Davis, Inc. | 7,128 | $366.7K | 0.15% | −298−4.0% | Reduced |
| Eads & Heald Wealth Management | 7,135 | $367.0K | 0.18% | +1,368+23.7% | Added |
| Founders Financial Alliance, LLC | 7,137 | $367.2K | 0.14% | −317−4.3% | Reduced |
| Calton & Associates, Inc. | 7,139 | $367.2K | 0.15% | +7,139 | New |
| HBK Sorce Advisory LLC | 7,165 | $368.6K | 0.01% | −134−1.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,200 | $370.4K | 0.20% | +7,200 | New |
| Good Life Advisors, LLC | 7,217 | $371.3K | 0.04% | +7,217 | New |
| Proathlete Wealth Management LLC | 7,222 | $371.5K | 0.22% | +7,222 | New |
| Avestar Capital, LLC | 7,227 | $371.8K | 0.05% | +7,227 | New |
| DCF Advisers, LLC | 7,250 | $372.9K | 0.25% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,275 | $374.2K | 0.07% | +1,830+33.6% | Added |
| Jennison Associates LLC | 7,302 | $375.6K | 0.00% | +7,302 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,369 | $379.1K | 0.01% | +7,369 | New |
| Opinicus Capital, Inc. | 7,371 | $379.2K | 0.39% | +7,371 | New |
| Capital Square, LLC | 7,411 | $381.2K | 0.43% | +2,255+43.7% | Added |
| Foster & Motley Inc | 7,430 | $382.0K | 0.03% | +7,430 | New |
| Buckingham Strategic Wealth, LLC | 7,466 | $384.1K | 0.00% | −3,496−31.9% | Reduced |
| Machina Capital S.A.S. | 7,475 | $384.5K | 0.25% | −13,407−64.2% | Reduced |
| Savvy Advisors, Inc. | 7,487 | $385.1K | 0.37% | +7,487 | New |
| Elkhorn Partners Limited Partnership | 7,500 | $386.0K | 0.27% | −1,450−16.2% | Reduced |
| MCF Advisors LLC | 7,521 | $386.9K | 0.03% | −723−8.8% | Reduced |
| Sigma Planning Corp | 7,531 | $387.4K | 0.03% | −11,795−61.0% | Reduced |
| Running Point Capital Advisors, LLC | 7,539 | $387.8K | 0.19% | −909−10.8% | Reduced |
| Delta Asset Management LLC | 7,548 | $388.2K | 0.04% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,551 | $388.4K | 0.31% | +566+8.1% | Added |
| BSW Wealth Partners | 7,573 | $389.6K | 0.08% | −119−1.5% | Reduced |
| Johnson Investment Counsel Inc | 7,577 | $389.8K | 0.00% | −992−11.6% | Reduced |
| FCG Investment Co | 7,588 | $390.3K | 0.38% | +7,588 | New |
| Prestige Wealth Management Group LLC | 7,605 | $391.2K | 0.09% | +686+9.9% | Added |
| Concord Asset Management, LLC | 7,631 | $392.6K | 0.12% | −15,094−66.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,652 | $393.6K | 0.43% | −2,549−25.0% | Reduced |
| Waldron Private Wealth LLC | 7,685 | $395.3K | 0.02% | −828−9.7% | Reduced |
| Beta Wealth Group, Inc. | 7,711 | $396.7K | 0.21% | +906+13.3% | Added |
| Sargent Investment Group, LLC | 7,726 | $397.4K | 0.09% | +440+6.0% | Added |
| Ballentine Partners, LLC | 7,731 | $397.7K | 0.01% | +347+4.7% | Added |
| First National Bank | 7,739 | $398.1K | 0.31% | −100−1.3% | Reduced |
| CFO4Life Group, LLC | 7,748 | $398.5K | 0.08% | −91−1.2% | Reduced |
| Summit Financial, LLC | 7,749 | $398.6K | 0.03% | +703+10.0% | Added |
| Dumont & Blake Investment Advisors LLC | 7,750 | $399.0K | 0.12% | −345−4.3% | Reduced |
| Banque Pictet & Cie SA | 7,760 | $399.2K | 0.00% | −5,000−39.2% | Reduced |
| NewEdge Wealth, LLC | 7,828 | $402.7K | 0.01% | +364+4.9% | Added |
| Connecticut Wealth Management, LLC | 7,857 | $404.1K | 0.02% | −17−0.2% | Reduced |
| Greenfield Savings Bank | 7,858 | $404.2K | 0.23% | −602−7.1% | Reduced |
| Parsons Capital Management Inc | 7,873 | $405.0K | 0.03% | −497−5.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,890 | $405.9K | 0.14% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,892 | $406.0K | 0.04% | +2,103+36.3% | Added |
| Marathon Capital Management | 7,922 | $407.5K | 0.10% | −675−7.9% | Reduced |
| Hoylecohen, LLC | 7,935 | $408.2K | 0.03% | −2,668−25.2% | Reduced |
| Pinebridge Investments, L.P. | 7,942 | $408.5K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 7,945 | $408.7K | 0.05% | +125+1.6% | Added |
| Fidelis Capital Partners, LLC | 7,947 | $408.8K | 0.09% | −298−3.6% | Reduced |
| Jefferies Financial Group Inc. | 7,990 | $411.0K | 0.01% | 00.0% | Unchanged |
| Fusion Capital, LLC | 8,005 | $411.8K | 0.21% | +8,005 | New |
| Carnegie Capital Asset Management, LLC | 8,023 | $412.7K | 0.01% | −305−3.7% | Reduced |
| Mayflower Financial Advisors, LLC | 8,045 | $413.8K | 0.06% | +155+2.0% | Added |
| IHT Wealth Management, LLC | 8,050 | $414.1K | 0.02% | +578+7.7% | Added |
| Powell Investment Advisors, LLC | 8,064 | $414.8K | 0.23% | −998−11.0% | Reduced |
| Lindbrook Capital, LLC | 8,088 | $416.0K | 0.04% | +4,226+109.4% | Added |
| BOS Asset Management, LLC | 8,098 | $416.6K | 0.29% | −1,051−11.5% | Reduced |
| Exencial Wealth Advisors, LLC | 8,103 | $416.8K | 0.02% | +2,246+38.3% | Added |