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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 15,565 | $800.7K | 0.57% | +15,565 | New |
| Spirit of America Management Corp | 15,700 | $807.6K | 0.18% | −1,000−6.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $810.7K | 0.09% | +1,227+8.4% | Added |
| Mosley Wealth Management | 15,760 | $810.7K | 0.80% | +15,760 | New |
| Quadcap Wealth Management, LLC | 15,769 | $811.2K | 0.21% | +15,769 | New |
| Essex Financial Services, Inc. | 15,771 | $811.3K | 0.08% | +254+1.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 15,922 | $819.0K | 0.10% | −1,739−9.8% | Reduced |
| SageView Advisory Group, LLC | 14,361 | $819.8K | 0.04% | +4,807+50.3% | Added |
| Camelot Portfolios, LLC | 15,955 | $820.7K | 0.49% | +1,941+13.9% | Added |
| Institute for Wealth Management, LLC. | 15,964 | $821.2K | 0.13% | −308−1.9% | Reduced |
| Griffin Asset Management, Inc. | 15,991 | $822.6K | 0.10% | +984+6.6% | Added |
| Zuckerman Investment Group, LLC | 16,000 | $823.0K | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16,035 | $824.9K | 0.00% | −1,516−8.6% | Reduced |
| IFP Advisors, Inc | 16,061 | $826.3K | 0.04% | −8,460−34.5% | Reduced |
| Paradigm Financial Partners, LLC | 16,094 | $827.9K | 0.20% | −1,795−10.0% | Reduced |
| SeaCrest Wealth Management, LLC | 15,247 | $828.4K | 0.10% | −2,146−12.3% | Reduced |
| DFPG Investments, LLC | 15,504 | $831.6K | 0.06% | −50,049−76.3% | Reduced |
| Summit X, LLC | 16,226 | $834.7K | 0.24% | −11,164−40.8% | Reduced |
| Prudent Man Advisors, LLC | 16,284 | $837.6K | 0.31% | −13,079−44.5% | Reduced |
| Gotham Asset Management, LLC | 16,299 | $838.4K | 0.02% | +543+3.4% | Added |
| Northern Oak Wealth Management Inc | 16,320 | $839.5K | 0.10% | +9,451+137.6% | Added |
| Somerset Trust Co | 16,484 | $847.9K | 0.37% | −786−4.6% | Reduced |
| Coastwise Capital Group, LLC | 16,612 | $854.5K | 0.87% | −324−1.9% | Reduced |
| Allworth Financial LP | 16,701 | $859.1K | 0.01% | +3,207+23.8% | Added |
| Legacy Capital Group California, Inc. | 16,711 | $859.6K | 0.33% | +1,896+12.8% | Added |
| Commerzbank Aktiengesellschaft | 16,782 | $864.0K | 0.03% | +1,351+8.8% | Added |
| Relative Value Partners Group, LLC | 16,873 | $867.9K | 0.05% | −152−0.9% | Reduced |
| Vise Technologies, Inc. | 16,909 | $869.8K | 0.19% | +5,370+46.5% | Added |
| Jupiter Wealth Management LLC | 17,000 | $874.5K | 0.51% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,037 | $876.4K | 0.06% | −4,040−19.2% | Reduced |
| Oarsman Capital, Inc. | 17,139 | $881.6K | 0.23% | +475+2.9% | Added |
| Sweet Financial Partners, LLC | 17,179 | $883.7K | 0.21% | +2,000+13.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,286 | $889.2K | 0.08% | −2,128−11.0% | Reduced |
| Kingsview Wealth Management, LLC | 17,334 | $891.7K | 0.03% | −2,121−10.9% | Reduced |
| HCR Wealth Advisors | 17,339 | $891.9K | 0.14% | +2,892+20.0% | Added |
| Bristlecone Advisors, LLC | 17,391 | $894.6K | 0.09% | +41+0.2% | Added |
| Ignite Planners, LLC | 16,950 | $899.1K | 0.27% | −1,324−7.2% | Reduced |
| Ostrum Asset Management | 17,605 | $905.6K | 0.08% | +74+0.4% | Added |
| Consilium Wealth Advisory, LLC | 17,611 | $905.9K | 0.54% | +2,932+20.0% | Added |
| Polianta Ltd | 17,700 | $910.0K | 0.53% | −6,300−26.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $911.5K | 0.64% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 17,924 | $922.0K | 0.37% | +3,556+24.7% | Added |
| Warren Averett Asset Management, LLC | 17,925 | $922.1K | 0.03% | +6,385+55.3% | Added |
| Guardian Investment Management | 17,955 | $923.6K | 0.78% | −40−0.2% | Reduced |
| Carson Advisory Inc. | 18,313 | $942.0K | 0.73% | −820−4.3% | Reduced |
| Resources Management Corp | 18,430 | $948.0K | 0.14% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 18,420 | $948.0K | 0.58% | +18,420 | New |
| Arete Wealth Advisors, LLC | 18,516 | $952.5K | 0.07% | +498+2.8% | Added |
| First National Trust Co | 18,596 | $956.6K | 0.04% | −508−2.7% | Reduced |
| Mork Capital Management, LLC | 18,640 | $958.8K | 0.59% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,698 | $961.8K | 0.04% | −771−4.0% | Reduced |
| Atomi Financial Group, Inc. | 18,709 | $962.4K | 0.13% | +6,359+51.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 18,724 | $963.0K | 0.02% | −3,722−16.6% | Reduced |
| Coldstream Capital Management Inc | 18,750 | $964.5K | 0.03% | +7,968+73.9% | Added |
| Atlantic Union Bankshares Corp | 18,772 | $965.6K | 0.09% | +1,673+9.8% | Added |
| Martin & Co Inc | 18,849 | $969.6K | 0.24% | −801−4.1% | Reduced |
| Meitav Dash Investments Ltd | 18,856 | $971.5K | 0.01% | −5,083−21.2% | Reduced |
| Wealth Quarterback LLC | 18,922 | $973.4K | 0.59% | +953+5.3% | Added |
| AustralianSuper Pty Ltd | 18,993 | $977.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 19,024 | $978.6K | 0.05% | −32,472−63.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,040 | $979.4K | 0.27% | +155+0.8% | Added |
| Prime Capital Investment Advisors, LLC | 19,069 | $980.9K | 0.01% | +2,459+14.8% | Added |
| Neo Ivy Capital Management | 19,206 | $988.0K | 2.21% | +19,206 | New |
| Greenleaf Trust | 19,315 | $993.6K | 0.01% | +1,464+8.2% | Added |
| Ironwood Investment Management LLC | 19,322 | $993.9K | 0.52% | +338+1.8% | Added |
| Columbia Trust Co 01012016 | 19,379 | $996.9K | 0.45% | +1,772+10.1% | Added |
| Round Rock Advisors, LLC | 19,473 | $1.00M | 0.25% | +19,473 | New |
| Dakota Wealth Management | 19,562 | $1.01M | 0.04% | −3,515−15.2% | Reduced |
| Oak Thistle LLC | 19,590 | $1.01M | 0.29% | +19,590 | New |
| World Equity Group, Inc. | 19,592 | $1.01M | 0.20% | +762+4.0% | Added |
| Inspire Trust Co, N.A. | 19,648 | $1.01M | 1.04% | +19,648 | New |
| Tandem Capital Management Corp | 19,658 | $1.01M | 0.63% | −1,418−6.7% | Reduced |
| Waterfront Wealth Inc. | 19,816 | $1.02M | 0.30% | +448+2.3% | Added |
| Pflug Koory, LLC | 19,884 | $1.02M | 0.54% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 19,910 | $1.02M | 0.23% | −257−1.3% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $1.02M | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.03M | 0.14% | +12,000+150.0% | Added |
| Monaco Asset Management SAM | 20,000 | $1.03M | 0.40% | +20,000 | New |
| Connective Portfolio Management, LLC | 20,000 | $1.03M | 2.10% | +20,000 | New |
| Gryphon Financial Partners LLC | 15,561 | $1.04M | 0.18% | +10,632+215.7% | Added |
| E&G Advisors, LP | 20,360 | $1.05M | 0.37% | −4,035−16.5% | Reduced |
| Cigna Investments Inc | 20,411 | $1.05M | 0.22% | −416−2.0% | Reduced |
| Meridian Wealth Management, LLC | 20,474 | $1.05M | 0.07% | −155,102−88.3% | Reduced |
| Lido Advisors, LLC | 20,512 | $1.06M | 0.01% | −3,980−16.3% | Reduced |
| Centaurus Financial, Inc. | 20,639 | $1.06M | 0.08% | −1,534−6.9% | Reduced |
| Dana Investment Advisors, Inc. | 20,656 | $1.06M | 0.05% | +638+3.2% | Added |
| HAP Trading, LLC | 20,770 | $1.07M | 0.31% | −59,040−74.0% | Reduced |
| Regions Financial Corp | 20,782 | $1.07M | 0.01% | −2,439−10.5% | Reduced |
| Criterion Capital Advisors, LLC | 20,831 | $1.07M | 0.78% | +20,831 | New |
| Huntington National Bank | 20,884 | $1.07M | 0.01% | −701−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,903 | $1.08M | 0.03% | −6,853−24.7% | Reduced |
| White Pine Capital LLC | 20,906 | $1.08M | 0.41% | −1,631−7.2% | Reduced |
| Ameritas Advisory Services, LLC | 20,688 | $1.08M | 0.06% | −787−3.7% | Reduced |
| Connectus Wealth, LLC | 21,007 | $1.08M | 0.02% | −7,680−26.8% | Reduced |
| Abn Amro Investment Solutions | 21,153 | $1.09M | 0.02% | −3,378−13.8% | Reduced |
| Credit Agricole S A | 21,197 | $1.09M | 0.02% | −319,570−93.8% | Reduced |
| Altrafin AG | 21,200 | $1.09M | 0.42% | −21,000−49.8% | Reduced |
| Duff & Phelps Investment Management Co | 21,286 | $1.09M | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 21,308 | $1.10M | 0.03% | −8,855−29.4% | Reduced |
| Ameritas Investment Partners, Inc. | 21,318 | $1.10M | 0.04% | −957−4.3% | Reduced |