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
- 1,672
- +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
- 538 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 14,074 | $724.0K | 0.12% | −2,097−13.0% | Reduced |
| Cito Capital Group, LLC | 13,951 | $718.0K | 0.31% | +300+2.2% | Added |
| Spire Wealth Management | 13,906 | $716.5K | 0.02% | −6,695−32.5% | Reduced |
| Premier Path Wealth Partners, LLC | 13,892 | $714.6K | 0.16% | +13,892 | New |
| GAMMA Investing LLC | 12,716 | $714.3K | 0.19% | +12,716 | New |
| Greytown Advisors Inc. | 13,804 | $710.1K | 0.39% | −880−6.0% | Reduced |
| Rossmore Private Capital | 13,800 | $709.9K | 0.10% | +200+1.5% | Added |
| Checchi Capital Advisers, LLC | 13,741 | $706.8K | 0.06% | +2,120+18.2% | Added |
| Fulton Bank, N.A. | 13,732 | $706.4K | 0.03% | +1,369+11.1% | Added |
| Verdence Capital Advisors LLC | 13,684 | $703.9K | 0.07% | −1,851−11.9% | Reduced |
| Flagship Harbor Advisors, LLC | 13,569 | $698.0K | 0.05% | −406−2.9% | Reduced |
| Proequities, Inc. | 13,560 | $697.5K | 0.05% | +338+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 13,540 | $696.5K | 0.03% | −45,671−77.1% | Reduced |
| Evergreen Capital Management LLC | 13,512 | $695.1K | 0.03% | +4,500+49.9% | Added |
| SOL Capital Management CO | 13,465 | $693.0K | 0.09% | −4,045−23.1% | Reduced |
| Triangle Securities Wealth Management | 13,462 | $692.5K | 0.22% | −848−5.9% | Reduced |
| Intrinsic Value Partners, LLC | 13,430 | $690.8K | 0.81% | −465−3.3% | Reduced |
| Merit Financial Group, LLC | 13,283 | $683.3K | 0.02% | +3,441+35.0% | Added |
| Schnieders Capital Management LLC | 13,237 | $680.9K | 0.15% | +3,424+34.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,144 | $676.0K | 0.01% | −1,446−9.9% | Reduced |
| DMG Group, LLC | 13,122 | $675.0K | 0.64% | +172+1.3% | Added |
| Lazari Capital Management, Inc. | 13,074 | $672.5K | 0.38% | −1,257−8.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,040 | $670.8K | 0.06% | +13,040 | New |
| Chicago Partners Investment Group LLC | 12,584 | $670.2K | 0.03% | −57−0.5% | Reduced |
| BKM Wealth Management, LLC | 12,983 | $667.8K | 0.28% | +12,983 | New |
| Norden Group LLC | 12,748 | $655.7K | 0.11% | +974+8.3% | Added |
| V-Square Quantitative Management LLC | 12,727 | $654.7K | 0.16% | +7,823+159.5% | Added |
| Focus Financial Network Inc | 12,719 | $654.3K | 0.02% | +12,719 | New |
| CX Institutional | 12,708 | $653.7K | 0.03% | +904+7.7% | Added |
| J.W. Cole Advisors, Inc. | 12,697 | $653.2K | 0.04% | +2,375+23.0% | Added |
| Shikiar Asset Management Inc | 12,688 | $653.0K | 0.20% | −5,750−31.2% | Reduced |
| Gladstone Institutional Advisory LLC | 12,684 | $652.5K | 0.04% | +2,388+23.2% | Added |
| Fiduciary Trust Co | 12,579 | $647.1K | 0.01% | −3,751−23.0% | Reduced |
| Asset Dedication, LLC | 12,566 | $645.0K | 0.05% | −1,321−9.5% | Reduced |
| Farther Finance Advisors, LLC | 12,532 | $644.6K | 0.05% | +673+5.7% | Added |
| Parallel Advisors, LLC | 12,524 | $644.2K | 0.02% | +4,459+55.3% | Added |
| DCM Advisors, LLC | 12,396 | $637.6K | 0.23% | −329−2.6% | Reduced |
| Manchester Capital Management LLC | 12,343 | $634.9K | 0.09% | +431+3.6% | Added |
| Alexander Randolph Advisory, Inc. | 12,328 | $634.2K | 0.58% | +12,328 | New |
| Aviso Wealth Management | 12,302 | $632.8K | 0.46% | +12,302 | New |
| Maven Securities LTD | 12,286 | $632.0K | 0.07% | −22,940−65.1% | Reduced |
| Wedmont Private Capital | 11,696 | $631.7K | 0.05% | +4,327+58.7% | Added |
| NorthRock Partners, LLC | 12,263 | $630.8K | 0.03% | +12,263 | New |
| Tiaa Trust, National Association | 12,239 | $629.6K | 0.00% | −3,111−20.3% | Reduced |
| Gallacher Capital Management LLC | 12,183 | $626.7K | 0.35% | +4,686+62.5% | Added |
| Van Leeuwen & Company, LLC | 12,066 | $620.7K | 0.36% | −40−0.3% | Reduced |
| Capital Management Associates | 12,065 | $620.6K | 0.79% | +11,815+4,726.0% | Added |
| Hunter Associates Investment Management LLC | 12,040 | $620.0K | 0.11% | −3,330−21.7% | Reduced |
| Washington Trust Bank | 12,000 | $617.3K | 0.05% | −57−0.5% | Reduced |
| XR Securities LLC | 11,956 | $615.0K | 0.19% | −29,465−71.1% | Reduced |
| Nilsine Partners, LLC | 11,954 | $614.9K | 0.09% | +307+2.6% | Added |
| Lecap Asset Management Ltd | 11,905 | $612.4K | 0.22% | +11,905 | New |
| TCG Advisory Services, LLC | 11,870 | $610.6K | 0.04% | +11,870 | New |
| Buckingham Strategic Partners | 11,856 | $609.9K | 0.03% | −168−1.4% | Reduced |
| Intellectus Partners, LLC | 11,806 | $607.3K | 0.18% | −980−7.7% | Reduced |
| Hexagon Capital Partners LLC | 11,795 | $606.7K | 0.15% | +3,441+41.2% | Added |
| Sterneck Capital Management, LLC | 11,760 | $605.0K | 0.39% | −1,400−10.6% | Reduced |
| Nebula Research & Development LLC | 11,742 | $604.0K | 0.18% | +11,742 | New |
| Chilton Capital Management LLC | 11,710 | $602.4K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,697 | $601.7K | 0.27% | +1,136+10.8% | Added |
| NBT Bank N A | 11,689 | $601.3K | 0.05% | +2,196+23.1% | Added |
| Tobam | 11,692 | $601.0K | 0.05% | +2,434+26.3% | Added |
| First PREMIER Bank | 11,664 | $600.0K | 0.17% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,519 | $592.5K | 0.01% | −1,828−13.7% | Reduced |
| Hollencrest Capital Management | 11,513 | $592.2K | 0.06% | −51−0.4% | Reduced |
| Investors Research Corp | 11,509 | $592.0K | 0.14% | −207−1.8% | Reduced |
| Hilltop Holdings Inc. | 11,450 | $588.9K | 0.07% | −3,314−22.4% | Reduced |
| Fort Sheridan Advisors LLC | 11,328 | $582.7K | 0.12% | +598+5.6% | Added |
| Pine Harbor Wealth Management, LLC | 11,325 | $582.6K | 0.44% | +11,325 | New |
| Qtron Investments LLC | 11,299 | $581.2K | 0.10% | +2,732+31.9% | Added |
| Personal Cfo Solutions, LLC | 11,298 | $581.2K | 0.10% | −108−0.9% | Reduced |
| Cantor Fitzgerald, L. P. | 11,278 | $580.1K | 0.13% | −26−0.2% | Reduced |
| WSFS Capital Management, LLC | 11,268 | $579.6K | 0.04% | +6,268+125.4% | Added |
| Power Wealth Management LLC | 11,261 | $579.3K | 0.42% | +11,261 | New |
| Balanced Rock Investment Advisor | 11,235 | $577.9K | 0.51% | +11,235 | New |
| Sanibel Captiva Trust Company, Inc. | 11,233 | $577.8K | 0.02% | +11,233 | New |
| Winthrop Capital Management, LLC | 11,156 | $573.9K | 0.19% | +11,156 | New |
| Mitchell McLeod Pugh & Williams Inc | 11,089 | $570.4K | 0.15% | −398−3.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,979 | $564.8K | 0.15% | −186−1.7% | Reduced |
| Everpar Advisors LLC | 10,973 | $564.5K | 0.26% | +10,973 | New |
| Deseret Mutual Benefit Administrators | 10,954 | $563.5K | 0.33% | −2,629−19.4% | Reduced |
| Intrust Bank NA | 10,893 | $560.3K | 0.07% | +955+9.6% | Added |
| GLOBALT Investments LLC | 10,815 | $556.3K | 0.02% | +10,815 | New |
| Westside Investment Management, Inc. | 10,784 | $554.7K | 0.14% | −250−2.3% | Reduced |
| Cookson Peirce & Co Inc | 10,743 | $553.0K | 0.03% | +10,743 | New |
| Breakwater Capital Group | 10,456 | $552.5K | 0.16% | +1,513+16.9% | Added |
| Clarius Group, LLC | 10,625 | $546.5K | 0.05% | −99−0.9% | Reduced |
| Sherbrooke Park Advisers LLC | 10,595 | $545.0K | 0.26% | −11,877−52.9% | Reduced |
| Inscription Capital, LLC | 10,569 | $543.7K | 0.15% | +3,834+56.9% | Added |
| Boston Financial Mangement LLC | 10,545 | $542.4K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 10,508 | $540.5K | 0.11% | −7,000−40.0% | Reduced |
| Csenge Advisory Group | 10,445 | $537.3K | 0.03% | +443+4.4% | Added |
| Thrive Wealth Management, LLC | 10,437 | $536.9K | 0.12% | +2,214+26.9% | Added |
| New Insight Wealth Advisors | 10,428 | $536.4K | 0.36% | +10,428 | New |
| RMR Wealth Builders | 10,390 | $534.5K | 0.08% | +37+0.4% | Added |
| Concurrent Investment Advisors, LLC | 10,312 | $530.4K | 0.03% | +10,312 | New |
| Tevis Investment Management | 10,267 | $528.1K | 0.49% | +10,267 | New |
| Turtle Creek Wealth Advisors, LLC | 10,058 | $517.4K | 0.15% | +10,058 | New |
| Becker Capital Management Inc | 10,035 | $516.2K | 0.02% | −3,595−26.4% | Reduced |
| EJF Capital LLC | 10,000 | $514.4K | 0.27% | 00.0% | Unchanged |