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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 8,108 | $417.1K | 0.08% | +615+8.2% | Added |
| Perritt Capital Management Inc | 8,122 | $417.8K | 0.23% | −5,745−41.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 8,141 | $418.8K | 0.26% | −750−8.4% | Reduced |
| Ridgewood Investments LLC | 8,194 | $421.5K | 0.25% | −518−5.9% | Reduced |
| Summit Global Investments | 8,253 | $425.0K | 0.03% | −4,274−34.1% | Reduced |
| Alterna Wealth Management, Inc | 8,290 | $426.4K | 0.51% | 00.0% | Unchanged |
| 626 Financial, LLC | 8,291 | $426.5K | 0.28% | −11−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 7,857 | $426.9K | 0.02% | −13−0.2% | Reduced |
| AlphaCore Capital LLC | 8,305 | $427.2K | 0.06% | −499−5.7% | Reduced |
| Seven Mile Advisory | 8,327 | $428.3K | 0.37% | +1,669+25.1% | Added |
| My Legacy Advisors, LLC | 8,262 | $430.3K | 0.16% | +389+4.9% | Added |
| Flputnam Investment Management Co | 8,370 | $430.6K | 0.01% | +431+5.4% | Added |
| Titleist Asset Management, LLC | 8,377 | $430.9K | 0.08% | +8,377 | New |
| Next Level Private LLC | 8,427 | $433.5K | 0.25% | −265−3.0% | Reduced |
| Modera Wealth Management, LLC | 8,457 | $435.0K | 0.01% | −281−3.2% | Reduced |
| Phoenix Holdings Ltd. | 8,485 | $436.7K | 0.01% | −11,294−57.1% | Reduced |
| Montecito Bank & Trust | 8,496 | $437.0K | 0.09% | −1,255−12.9% | Reduced |
| RBF Capital, LLC | 8,500 | $437.2K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 8,540 | $439.3K | 0.31% | +8,540 | New |
| Cornerstone Wealth Management, LLC | 8,598 | $442.3K | 0.04% | −2,149−20.0% | Reduced |
| US Asset Management LLC | 8,667 | $446.0K | 0.44% | +8,667 | New |
| Steinberg Asset Management LLC | 8,782 | $451.7K | 0.40% | −300−3.3% | Reduced |
| Monticello Wealth Management, LLC | 8,807 | $453.0K | 0.04% | −2,263−20.4% | Reduced |
| Bokf, NA | 8,818 | $453.6K | 0.01% | −18,943−68.2% | Reduced |
| MainStreet Investment Advisors LLC | 8,824 | $453.9K | 0.05% | −63,747−87.8% | Reduced |
| Penserra Capital Management LLC | 8,856 | $455.0K | 0.01% | −1,925−17.9% | Reduced |
| Winton Group Ltd | 8,900 | $457.8K | 0.03% | +8,900 | New |
| Williams Jones Wealth Management, LLC. | 8,936 | $459.7K | 0.01% | −767−7.9% | Reduced |
| Tyche Wealth Partners LLC | 8,966 | $461.2K | 0.11% | +8,966 | New |
| Acorn Financial Advisory Services Inc | 9,017 | $463.9K | 0.08% | +98+1.1% | Added |
| Shapiro Capital Management LLC | 9,020 | $464.0K | 0.01% | +2,500+38.3% | Added |
| Brave Asset Management Inc | 9,024 | $464.2K | 0.13% | −79−0.9% | Reduced |
| Cabot Wealth Management Inc | 9,097 | $468.0K | 0.07% | −2,108−18.8% | Reduced |
| Private Trust Co NA | 9,115 | $468.9K | 0.06% | +251+2.8% | Added |
| Jacobs Levy Equity Management, Inc | 9,118 | $469.0K | 0.00% | +1,595+21.2% | Added |
| Certified Advisory Corp | 9,126 | $469.4K | 0.07% | −7,499−45.1% | Reduced |
| Investors Asset Management of Georgia Inc | 9,222 | $470.3K | 0.24% | −1,300−12.4% | Reduced |
| FDx Advisors, Inc. | 9,200 | $473.0K | 0.04% | +199+2.2% | Added |
| Mount Vernon Associates Inc | 9,270 | $477.0K | 0.47% | −1,300−12.3% | Reduced |
| Western Wealth Management, LLC | 9,298 | $478.3K | 0.03% | +744+8.7% | Added |
| Tocqueville Asset Management L.P. | 9,335 | $480.2K | 0.01% | +1,342+16.8% | Added |
| Simmons Bank | 9,336 | $480.2K | 0.04% | −5,452−36.9% | Reduced |
| Prelude Capital Management, LLC | 9,351 | $481.0K | 0.04% | +9,351 | New |
| Balboa Wealth Partners | 9,375 | $482.3K | 0.16% | +9,375 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 9,397 | $483.4K | 0.01% | −37−0.4% | Reduced |
| Waverton Investment Management Ltd | 9,400 | $483.8K | 0.01% | +9,400 | New |
| Symmetry Partners, LLC | 9,404 | $484.0K | 0.03% | −2,336−19.9% | Reduced |
| Everett Harris & Co | 9,441 | $485.6K | 0.01% | +9,441 | New |
| SevenBridge Financial Group, LLC | 9,452 | $486.2K | 0.11% | −1,070−10.2% | Reduced |
| RFG Advisory, LLC | 9,456 | $486.4K | 0.02% | −786−7.7% | Reduced |
| Continuum Advisory, LLC | 9,455 | $486.4K | 0.07% | −768−7.5% | Reduced |
| Mutual Advisors, LLC | 9,468 | $487.0K | 0.02% | −623−6.2% | Reduced |
| FIL Ltd | 9,495 | $488.4K | 0.00% | +9,495 | New |
| Johnson Financial Group, Inc. | 9,539 | $490.7K | 0.03% | −8,948−48.4% | Reduced |
| Navellier & Associates Inc | 9,552 | $491.4K | 0.07% | +2,754+40.5% | Added |
| Planning Capital Management Corp | 9,558 | $491.7K | 0.38% | +9,558 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 9,584 | $493.0K | 0.12% | +9,584 | New |
| Marco Investment Management LLC | 9,612 | $494.4K | 0.05% | −385−3.9% | Reduced |
| Adirondack Trust Co | 8,920 | $494.9K | 0.21% | +790+9.7% | Added |
| Stephenson National Bank & Trust | 9,687 | $498.3K | 0.25% | −1,017−9.5% | Reduced |
| Twelve Points Wealth Management LLC | 9,700 | $498.9K | 0.24% | +297+3.2% | Added |
| WNY Asset Management, LLC | 9,700 | $499.0K | 0.08% | +43+0.4% | Added |
| Claro Advisors LLC | 9,703 | $499.1K | 0.11% | +929+10.6% | Added |
| LVZ Advisors, Inc. | 9,722 | $500.1K | 0.07% | +708+7.9% | Added |
| Global Retirement Partners, LLC | 9,644 | $500.3K | 0.02% | −844−8.0% | Reduced |
| North Star Investment Management Corp. | 9,759 | $502.0K | 0.04% | −86−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 9,790 | $503.6K | 0.02% | −2,395−19.7% | Reduced |
| One Wealth Advisors, LLC | 9,815 | $504.9K | 0.10% | −131−1.3% | Reduced |
| Concord Wealth Partners | 9,848 | $506.6K | 0.10% | −18,916−65.8% | Reduced |
| Tower Bridge Advisors | 9,946 | $511.6K | 0.04% | −1,750−15.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,948 | $511.7K | 0.04% | +9,948 | New |
| Graypoint LLC | 9,980 | $513.4K | 0.04% | +3,478+53.5% | Added |
| Herold Advisors, Inc. | 9,986 | $513.7K | 0.14% | +350+3.6% | Added |
| EJF Capital LLC | 10,000 | $514.4K | 0.27% | 00.0% | Unchanged |
| Becker Capital Management Inc | 10,035 | $516.2K | 0.02% | −3,595−26.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,058 | $517.4K | 0.15% | +10,058 | New |
| Tevis Investment Management | 10,267 | $528.1K | 0.49% | +10,267 | New |
| Concurrent Investment Advisors, LLC | 10,312 | $530.4K | 0.03% | +10,312 | New |
| RMR Wealth Builders | 10,390 | $534.5K | 0.08% | +37+0.4% | Added |
| New Insight Wealth Advisors | 10,428 | $536.4K | 0.36% | +10,428 | New |
| Thrive Wealth Management, LLC | 10,437 | $536.9K | 0.12% | +2,214+26.9% | Added |
| Csenge Advisory Group | 10,445 | $537.3K | 0.03% | +443+4.4% | Added |
| Twin Focus Capital Partners, LLC | 10,508 | $540.5K | 0.11% | −7,000−40.0% | Reduced |
| Boston Financial Mangement LLC | 10,545 | $542.4K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,569 | $543.7K | 0.15% | +3,834+56.9% | Added |
| Sherbrooke Park Advisers LLC | 10,595 | $545.0K | 0.26% | −11,877−52.9% | Reduced |
| Clarius Group, LLC | 10,625 | $546.5K | 0.05% | −99−0.9% | Reduced |
| Breakwater Capital Group | 10,456 | $552.5K | 0.16% | +1,513+16.9% | Added |
| Cookson Peirce & Co Inc | 10,743 | $553.0K | 0.03% | +10,743 | New |
| Westside Investment Management, Inc. | 10,784 | $554.7K | 0.14% | −250−2.3% | Reduced |
| GLOBALT Investments LLC | 10,815 | $556.3K | 0.02% | +10,815 | New |
| Intrust Bank NA | 10,893 | $560.3K | 0.07% | +955+9.6% | Added |
| Deseret Mutual Benefit Administrators | 10,954 | $563.5K | 0.33% | −2,629−19.4% | Reduced |
| Everpar Advisors LLC | 10,973 | $564.5K | 0.26% | +10,973 | New |
| First National Bank of Mount Dora, Trust Investment Services | 10,979 | $564.8K | 0.15% | −186−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,089 | $570.4K | 0.15% | −398−3.5% | Reduced |
| Winthrop Capital Management, LLC | 11,156 | $573.9K | 0.19% | +11,156 | New |
| Sanibel Captiva Trust Company, Inc. | 11,233 | $577.8K | 0.02% | +11,233 | New |
| Balanced Rock Investment Advisor | 11,235 | $577.9K | 0.51% | +11,235 | New |
| Power Wealth Management LLC | 11,261 | $579.3K | 0.42% | +11,261 | New |