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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 11,268 | $579.6K | 0.04% | +6,268+125.4% | Added |
| Cantor Fitzgerald, L. P. | 11,278 | $580.1K | 0.13% | −26−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,298 | $581.2K | 0.10% | −108−0.9% | Reduced |
| Qtron Investments LLC | 11,299 | $581.2K | 0.10% | +2,732+31.9% | Added |
| Pine Harbor Wealth Management, LLC | 11,325 | $582.6K | 0.44% | +11,325 | New |
| Fort Sheridan Advisors LLC | 11,328 | $582.7K | 0.12% | +598+5.6% | Added |
| Hilltop Holdings Inc. | 11,450 | $588.9K | 0.07% | −3,314−22.4% | Reduced |
| Investors Research Corp | 11,509 | $592.0K | 0.14% | −207−1.8% | Reduced |
| Hollencrest Capital Management | 11,513 | $592.2K | 0.06% | −51−0.4% | Reduced |
| EP Wealth Advisors, LLC | 11,519 | $592.5K | 0.01% | −1,828−13.7% | Reduced |
| First PREMIER Bank | 11,664 | $600.0K | 0.17% | 00.0% | Unchanged |
| Tobam | 11,692 | $601.0K | 0.05% | +2,434+26.3% | Added |
| NBT Bank N A | 11,689 | $601.3K | 0.05% | +2,196+23.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,697 | $601.7K | 0.27% | +1,136+10.8% | Added |
| Chilton Capital Management LLC | 11,710 | $602.4K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 11,742 | $604.0K | 0.18% | +11,742 | New |
| Sterneck Capital Management, LLC | 11,760 | $605.0K | 0.39% | −1,400−10.6% | Reduced |
| Hexagon Capital Partners LLC | 11,795 | $606.7K | 0.15% | +3,441+41.2% | Added |
| Intellectus Partners, LLC | 11,806 | $607.3K | 0.18% | −980−7.7% | Reduced |
| Buckingham Strategic Partners | 11,856 | $609.9K | 0.03% | −168−1.4% | Reduced |
| TCG Advisory Services, LLC | 11,870 | $610.6K | 0.04% | +11,870 | New |
| Lecap Asset Management Ltd | 11,905 | $612.4K | 0.22% | +11,905 | New |
| Nilsine Partners, LLC | 11,954 | $614.9K | 0.09% | +307+2.6% | Added |
| XR Securities LLC | 11,956 | $615.0K | 0.19% | −29,465−71.1% | Reduced |
| Washington Trust Bank | 12,000 | $617.3K | 0.05% | −57−0.5% | Reduced |
| Hunter Associates Investment Management LLC | 12,040 | $620.0K | 0.11% | −3,330−21.7% | Reduced |
| Capital Management Associates | 12,065 | $620.6K | 0.79% | +11,815+4,726.0% | Added |
| Van Leeuwen & Company, LLC | 12,066 | $620.7K | 0.36% | −40−0.3% | Reduced |
| Gallacher Capital Management LLC | 12,183 | $626.7K | 0.35% | +4,686+62.5% | Added |
| Tiaa Trust, National Association | 12,239 | $629.6K | 0.00% | −3,111−20.3% | Reduced |
| NorthRock Partners, LLC | 12,263 | $630.8K | 0.03% | +12,263 | New |
| Wedmont Private Capital | 11,696 | $631.7K | 0.05% | +4,327+58.7% | Added |
| Maven Securities LTD | 12,286 | $632.0K | 0.07% | −22,940−65.1% | Reduced |
| Aviso Wealth Management | 12,302 | $632.8K | 0.46% | +12,302 | New |
| Alexander Randolph Advisory, Inc. | 12,328 | $634.2K | 0.58% | +12,328 | New |
| Manchester Capital Management LLC | 12,343 | $634.9K | 0.09% | +431+3.6% | Added |
| DCM Advisors, LLC | 12,396 | $637.6K | 0.23% | −329−2.6% | Reduced |
| Parallel Advisors, LLC | 12,524 | $644.2K | 0.02% | +4,459+55.3% | Added |
| Farther Finance Advisors, LLC | 12,532 | $644.6K | 0.05% | +673+5.7% | Added |
| Asset Dedication, LLC | 12,566 | $645.0K | 0.05% | −1,321−9.5% | Reduced |
| Fiduciary Trust Co | 12,579 | $647.1K | 0.01% | −3,751−23.0% | Reduced |
| Gladstone Institutional Advisory LLC | 12,684 | $652.5K | 0.04% | +2,388+23.2% | Added |
| Shikiar Asset Management Inc | 12,688 | $653.0K | 0.20% | −5,750−31.2% | Reduced |
| J.W. Cole Advisors, Inc. | 12,697 | $653.2K | 0.04% | +2,375+23.0% | Added |
| CX Institutional | 12,708 | $653.7K | 0.03% | +904+7.7% | Added |
| Focus Financial Network Inc | 12,719 | $654.3K | 0.02% | +12,719 | New |
| V-Square Quantitative Management LLC | 12,727 | $654.7K | 0.16% | +7,823+159.5% | Added |
| Norden Group LLC | 12,748 | $655.7K | 0.11% | +974+8.3% | Added |
| BKM Wealth Management, LLC | 12,983 | $667.8K | 0.28% | +12,983 | New |
| Chicago Partners Investment Group LLC | 12,584 | $670.2K | 0.03% | −57−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,040 | $670.8K | 0.06% | +13,040 | New |
| Lazari Capital Management, Inc. | 13,074 | $672.5K | 0.38% | −1,257−8.8% | Reduced |
| DMG Group, LLC | 13,122 | $675.0K | 0.64% | +172+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,144 | $676.0K | 0.01% | −1,446−9.9% | Reduced |
| Schnieders Capital Management LLC | 13,237 | $680.9K | 0.15% | +3,424+34.9% | Added |
| Merit Financial Group, LLC | 13,283 | $683.3K | 0.02% | +3,441+35.0% | Added |
| Intrinsic Value Partners, LLC | 13,430 | $690.8K | 0.81% | −465−3.3% | Reduced |
| Triangle Securities Wealth Management | 13,462 | $692.5K | 0.22% | −848−5.9% | Reduced |
| SOL Capital Management CO | 13,465 | $693.0K | 0.09% | −4,045−23.1% | Reduced |
| Evergreen Capital Management LLC | 13,512 | $695.1K | 0.03% | +4,500+49.9% | Added |
| Cary Street Partner Investment Advisory LLC | 13,540 | $696.5K | 0.03% | −45,671−77.1% | Reduced |
| Proequities, Inc. | 13,560 | $697.5K | 0.05% | +338+2.6% | Added |
| Flagship Harbor Advisors, LLC | 13,569 | $698.0K | 0.05% | −406−2.9% | Reduced |
| Verdence Capital Advisors LLC | 13,684 | $703.9K | 0.07% | −1,851−11.9% | Reduced |
| Fulton Bank, N.A. | 13,732 | $706.4K | 0.03% | +1,369+11.1% | Added |
| Checchi Capital Advisers, LLC | 13,741 | $706.8K | 0.06% | +2,120+18.2% | Added |
| Rossmore Private Capital | 13,800 | $709.9K | 0.10% | +200+1.5% | Added |
| Greytown Advisors Inc. | 13,804 | $710.1K | 0.39% | −880−6.0% | Reduced |
| GAMMA Investing LLC | 12,716 | $714.3K | 0.19% | +12,716 | New |
| Premier Path Wealth Partners, LLC | 13,892 | $714.6K | 0.16% | +13,892 | New |
| Spire Wealth Management | 13,906 | $716.5K | 0.02% | −6,695−32.5% | Reduced |
| Cito Capital Group, LLC | 13,951 | $718.0K | 0.31% | +300+2.2% | Added |
| Baker Tilly Wealth Management, LLC | 14,074 | $724.0K | 0.12% | −2,097−13.0% | Reduced |
| Rehmann Capital Advisory Group | 14,157 | $728.3K | 0.06% | +63+0.4% | Added |
| LifePlan Financial, LLC | 14,199 | $730.4K | 0.73% | +14,199 | New |
| Trust Point Inc. | 14,295 | $735.3K | 0.06% | +14,295 | New |
| Excalibur Management Corp | 14,313 | $736.3K | 0.35% | +295+2.1% | Added |
| Lincoln National Corp | 14,313 | $736.3K | 0.01% | +1,062+8.0% | Added |
| Solitude Financial Services | 14,370 | $739.2K | 0.40% | +120+0.8% | Added |
| Atlas Brown,Inc. | 14,430 | $742.3K | 0.31% | +259+1.8% | Added |
| Sutton Place Investors LLC | 14,449 | $743.3K | 0.54% | +14,449 | New |
| Lake Street Advisors Group, LLC | 14,658 | $754.0K | 0.04% | +2,803+23.6% | Added |
| Portside Wealth Group, LLC | 14,669 | $754.5K | 0.14% | −1,768−10.8% | Reduced |
| McDonald Partners LLC | 14,699 | $756.1K | 0.22% | +4,350+42.0% | Added |
| Summit Trail Advisors, LLC | 14,745 | $758.5K | 0.03% | +3,761+34.2% | Added |
| Ausdal Financial Partners, Inc. | 14,786 | $760.6K | 0.09% | −28−0.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,800 | $761.3K | 0.63% | 00.0% | Unchanged |
| Conning Inc. | 14,811 | $761.9K | 0.03% | 00.0% | Unchanged |
| Bank Hapoalim BM | 14,825 | $763.0K | 0.10% | −2,605−14.9% | Reduced |
| Venture Visionary Partners LLC | 14,936 | $768.3K | 0.04% | −1,088−6.8% | Reduced |
| Invst, LLC | 14,255 | $774.7K | 0.10% | −857−5.7% | Reduced |
| LM Advisors LLC | 15,082 | $775.8K | 0.16% | +15,082 | New |
| Coastal Investment Advisors, Inc. | 15,135 | $778.5K | 0.18% | −2,996−16.5% | Reduced |
| SeaBridge Investment Advisors LLC | 15,195 | $781.6K | 0.23% | −1,255−7.6% | Reduced |
| Privium Fund Management B.V. | 14,752 | $782.4K | 0.22% | −1,080−6.8% | Reduced |
| Moors & Cabot, Inc. | 15,235 | $783.7K | 0.05% | −2,884−15.9% | Reduced |
| Leo Wealth, LLC | 14,999 | $793.4K | 0.08% | +14,999 | New |
| Widmann Financial Services, Inc. | 15,481 | $796.4K | 0.72% | −468−2.9% | Reduced |
| Abundance Wealth Counselors | 15,504 | $798.0K | 0.21% | +462+3.1% | Added |
| CWA Asset Management Group, LLC | 15,529 | $798.8K | 0.05% | +1,614+11.6% | Added |