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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 9,986 | $513.7K | 0.14% | +350+3.6% | Added |
| Graypoint LLC | 9,980 | $513.4K | 0.04% | +3,478+53.5% | Added |
| Dorsey & Whitney Trust CO LLC | 9,948 | $511.7K | 0.04% | +9,948 | New |
| Tower Bridge Advisors | 9,946 | $511.6K | 0.04% | −1,750−15.0% | Reduced |
| Concord Wealth Partners | 9,848 | $506.6K | 0.10% | −18,916−65.8% | Reduced |
| One Wealth Advisors, LLC | 9,815 | $504.9K | 0.10% | −131−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 9,790 | $503.6K | 0.02% | −2,395−19.7% | Reduced |
| North Star Investment Management Corp. | 9,759 | $502.0K | 0.04% | −86−0.9% | Reduced |
| Global Retirement Partners, LLC | 9,644 | $500.3K | 0.02% | −844−8.0% | Reduced |
| LVZ Advisors, Inc. | 9,722 | $500.1K | 0.07% | +708+7.9% | Added |
| Claro Advisors LLC | 9,703 | $499.1K | 0.11% | +929+10.6% | Added |
| WNY Asset Management, LLC | 9,700 | $499.0K | 0.08% | +43+0.4% | Added |
| Twelve Points Wealth Management LLC | 9,700 | $498.9K | 0.24% | +297+3.2% | Added |
| Stephenson National Bank & Trust | 9,687 | $498.3K | 0.25% | −1,017−9.5% | Reduced |
| Adirondack Trust Co | 8,920 | $494.9K | 0.21% | +790+9.7% | Added |
| Marco Investment Management LLC | 9,612 | $494.4K | 0.05% | −385−3.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,584 | $493.0K | 0.12% | +9,584 | New |
| Planning Capital Management Corp | 9,558 | $491.7K | 0.38% | +9,558 | New |
| Navellier & Associates Inc | 9,552 | $491.4K | 0.07% | +2,754+40.5% | Added |
| Johnson Financial Group, Inc. | 9,539 | $490.7K | 0.03% | −8,948−48.4% | Reduced |
| FIL Ltd | 9,495 | $488.4K | 0.00% | +9,495 | New |
| Mutual Advisors, LLC | 9,468 | $487.0K | 0.02% | −623−6.2% | Reduced |
| Continuum Advisory, LLC | 9,455 | $486.4K | 0.07% | −768−7.5% | Reduced |
| RFG Advisory, LLC | 9,456 | $486.4K | 0.02% | −786−7.7% | Reduced |
| SevenBridge Financial Group, LLC | 9,452 | $486.2K | 0.11% | −1,070−10.2% | Reduced |
| Everett Harris & Co | 9,441 | $485.6K | 0.01% | +9,441 | New |
| Symmetry Partners, LLC | 9,404 | $484.0K | 0.03% | −2,336−19.9% | Reduced |
| Waverton Investment Management Ltd | 9,400 | $483.8K | 0.01% | +9,400 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 9,397 | $483.4K | 0.01% | −37−0.4% | Reduced |
| Balboa Wealth Partners | 9,375 | $482.3K | 0.16% | +9,375 | New |
| Prelude Capital Management, LLC | 9,351 | $481.0K | 0.04% | +9,351 | New |
| Simmons Bank | 9,336 | $480.2K | 0.04% | −5,452−36.9% | Reduced |
| Tocqueville Asset Management L.P. | 9,335 | $480.2K | 0.01% | +1,342+16.8% | Added |
| Western Wealth Management, LLC | 9,298 | $478.3K | 0.03% | +744+8.7% | Added |
| Mount Vernon Associates Inc | 9,270 | $477.0K | 0.47% | −1,300−12.3% | Reduced |
| FDx Advisors, Inc. | 9,200 | $473.0K | 0.04% | +199+2.2% | Added |
| Investors Asset Management of Georgia Inc | 9,222 | $470.3K | 0.24% | −1,300−12.4% | Reduced |
| Certified Advisory Corp | 9,126 | $469.4K | 0.07% | −7,499−45.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,118 | $469.0K | 0.00% | +1,595+21.2% | Added |
| Private Trust Co NA | 9,115 | $468.9K | 0.06% | +251+2.8% | Added |
| Cabot Wealth Management Inc | 9,097 | $468.0K | 0.07% | −2,108−18.8% | Reduced |
| Brave Asset Management Inc | 9,024 | $464.2K | 0.13% | −79−0.9% | Reduced |
| Shapiro Capital Management LLC | 9,020 | $464.0K | 0.01% | +2,500+38.3% | Added |
| Acorn Financial Advisory Services Inc | 9,017 | $463.9K | 0.08% | +98+1.1% | Added |
| Tyche Wealth Partners LLC | 8,966 | $461.2K | 0.11% | +8,966 | New |
| Williams Jones Wealth Management, LLC. | 8,936 | $459.7K | 0.01% | −767−7.9% | Reduced |
| Winton Group Ltd | 8,900 | $457.8K | 0.03% | +8,900 | New |
| Penserra Capital Management LLC | 8,856 | $455.0K | 0.01% | −1,925−17.9% | Reduced |
| MainStreet Investment Advisors LLC | 8,824 | $453.9K | 0.05% | −63,747−87.8% | Reduced |
| Bokf, NA | 8,818 | $453.6K | 0.01% | −18,943−68.2% | Reduced |
| Monticello Wealth Management, LLC | 8,807 | $453.0K | 0.04% | −2,263−20.4% | Reduced |
| Steinberg Asset Management LLC | 8,782 | $451.7K | 0.40% | −300−3.3% | Reduced |
| US Asset Management LLC | 8,667 | $446.0K | 0.44% | +8,667 | New |
| Cornerstone Wealth Management, LLC | 8,598 | $442.3K | 0.04% | −2,149−20.0% | Reduced |
| Worth Asset Management, LLC | 8,540 | $439.3K | 0.31% | +8,540 | New |
| RBF Capital, LLC | 8,500 | $437.2K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,496 | $437.0K | 0.09% | −1,255−12.9% | Reduced |
| Phoenix Holdings Ltd. | 8,485 | $436.7K | 0.01% | −11,294−57.1% | Reduced |
| Modera Wealth Management, LLC | 8,457 | $435.0K | 0.01% | −281−3.2% | Reduced |
| Next Level Private LLC | 8,427 | $433.5K | 0.25% | −265−3.0% | Reduced |
| Titleist Asset Management, LLC | 8,377 | $430.9K | 0.08% | +8,377 | New |
| Flputnam Investment Management Co | 8,370 | $430.6K | 0.01% | +431+5.4% | Added |
| My Legacy Advisors, LLC | 8,262 | $430.3K | 0.16% | +389+4.9% | Added |
| Seven Mile Advisory | 8,327 | $428.3K | 0.37% | +1,669+25.1% | Added |
| AlphaCore Capital LLC | 8,305 | $427.2K | 0.06% | −499−5.7% | Reduced |
| Dynamic Advisor Solutions LLC | 7,857 | $426.9K | 0.02% | −13−0.2% | Reduced |
| 626 Financial, LLC | 8,291 | $426.5K | 0.28% | −11−0.1% | Reduced |
| Alterna Wealth Management, Inc | 8,290 | $426.4K | 0.51% | 00.0% | Unchanged |
| Summit Global Investments | 8,253 | $425.0K | 0.03% | −4,274−34.1% | Reduced |
| Ridgewood Investments LLC | 8,194 | $421.5K | 0.25% | −518−5.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 8,141 | $418.8K | 0.26% | −750−8.4% | Reduced |
| Perritt Capital Management Inc | 8,122 | $417.8K | 0.23% | −5,745−41.4% | Reduced |
| Parkside Financial Bank & Trust | 8,108 | $417.1K | 0.08% | +615+8.2% | Added |
| Exencial Wealth Advisors, LLC | 8,103 | $416.8K | 0.02% | +2,246+38.3% | Added |
| BOS Asset Management, LLC | 8,098 | $416.6K | 0.29% | −1,051−11.5% | Reduced |
| Lindbrook Capital, LLC | 8,088 | $416.0K | 0.04% | +4,226+109.4% | Added |
| Powell Investment Advisors, LLC | 8,064 | $414.8K | 0.23% | −998−11.0% | Reduced |
| IHT Wealth Management, LLC | 8,050 | $414.1K | 0.02% | +578+7.7% | Added |
| Mayflower Financial Advisors, LLC | 8,045 | $413.8K | 0.06% | +155+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 8,023 | $412.7K | 0.01% | −305−3.7% | Reduced |
| Fusion Capital, LLC | 8,005 | $411.8K | 0.21% | +8,005 | New |
| Jefferies Financial Group Inc. | 7,990 | $411.0K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,947 | $408.8K | 0.09% | −298−3.6% | Reduced |
| Bard Financial Services, Inc. | 7,945 | $408.7K | 0.05% | +125+1.6% | Added |
| Pinebridge Investments, L.P. | 7,942 | $408.5K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 7,935 | $408.2K | 0.03% | −2,668−25.2% | Reduced |
| Marathon Capital Management | 7,922 | $407.5K | 0.10% | −675−7.9% | Reduced |
| Adell Harriman & Carpenter Inc | 7,892 | $406.0K | 0.04% | +2,103+36.3% | Added |
| Oak Hill Wealth Advisors, LLC | 7,890 | $405.9K | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,873 | $405.0K | 0.03% | −497−5.9% | Reduced |
| Greenfield Savings Bank | 7,858 | $404.2K | 0.23% | −602−7.1% | Reduced |
| Connecticut Wealth Management, LLC | 7,857 | $404.1K | 0.02% | −17−0.2% | Reduced |
| NewEdge Wealth, LLC | 7,828 | $402.7K | 0.01% | +364+4.9% | Added |
| Banque Pictet & Cie SA | 7,760 | $399.2K | 0.00% | −5,000−39.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,750 | $399.0K | 0.12% | −345−4.3% | Reduced |
| Summit Financial, LLC | 7,749 | $398.6K | 0.03% | +703+10.0% | Added |
| CFO4Life Group, LLC | 7,748 | $398.5K | 0.08% | −91−1.2% | Reduced |
| First National Bank | 7,739 | $398.1K | 0.31% | −100−1.3% | Reduced |
| Ballentine Partners, LLC | 7,731 | $397.7K | 0.01% | +347+4.7% | Added |
| Sargent Investment Group, LLC | 7,726 | $397.4K | 0.09% | +440+6.0% | Added |