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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 7,711 | $396.7K | 0.21% | +906+13.3% | Added |
| Waldron Private Wealth LLC | 7,685 | $395.3K | 0.02% | −828−9.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,652 | $393.6K | 0.43% | −2,549−25.0% | Reduced |
| Concord Asset Management, LLC | 7,631 | $392.6K | 0.12% | −15,094−66.4% | Reduced |
| Prestige Wealth Management Group LLC | 7,605 | $391.2K | 0.09% | +686+9.9% | Added |
| FCG Investment Co | 7,588 | $390.3K | 0.38% | +7,588 | New |
| Johnson Investment Counsel Inc | 7,577 | $389.8K | 0.00% | −992−11.6% | Reduced |
| BSW Wealth Partners | 7,573 | $389.6K | 0.08% | −119−1.5% | Reduced |
| Vanguard Capital Wealth Advisors | 7,551 | $388.4K | 0.31% | +566+8.1% | Added |
| Delta Asset Management LLC | 7,548 | $388.2K | 0.04% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 7,539 | $387.8K | 0.19% | −909−10.8% | Reduced |
| Sigma Planning Corp | 7,531 | $387.4K | 0.03% | −11,795−61.0% | Reduced |
| MCF Advisors LLC | 7,521 | $386.9K | 0.03% | −723−8.8% | Reduced |
| Elkhorn Partners Limited Partnership | 7,500 | $386.0K | 0.27% | −1,450−16.2% | Reduced |
| Savvy Advisors, Inc. | 7,487 | $385.1K | 0.37% | +7,487 | New |
| Machina Capital S.A.S. | 7,475 | $384.5K | 0.25% | −13,407−64.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,466 | $384.1K | 0.00% | −3,496−31.9% | Reduced |
| Foster & Motley Inc | 7,430 | $382.0K | 0.03% | +7,430 | New |
| Capital Square, LLC | 7,411 | $381.2K | 0.43% | +2,255+43.7% | Added |
| Opinicus Capital, Inc. | 7,371 | $379.2K | 0.39% | +7,371 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,369 | $379.1K | 0.01% | +7,369 | New |
| Jennison Associates LLC | 7,302 | $375.6K | 0.00% | +7,302 | New |
| CVA Family Office, LLC | 7,275 | $374.2K | 0.07% | +1,830+33.6% | Added |
| DCF Advisers, LLC | 7,250 | $372.9K | 0.25% | 00.0% | Unchanged |
| Avestar Capital, LLC | 7,227 | $371.8K | 0.05% | +7,227 | New |
| Proathlete Wealth Management LLC | 7,222 | $371.5K | 0.22% | +7,222 | New |
| Good Life Advisors, LLC | 7,217 | $371.3K | 0.04% | +7,217 | New |
| Asahi Life Asset Management Co., Ltd. | 7,200 | $370.4K | 0.20% | +7,200 | New |
| HBK Sorce Advisory LLC | 7,165 | $368.6K | 0.01% | −134−1.8% | Reduced |
| Calton & Associates, Inc. | 7,139 | $367.2K | 0.15% | +7,139 | New |
| Founders Financial Alliance, LLC | 7,137 | $367.2K | 0.14% | −317−4.3% | Reduced |
| Eads & Heald Wealth Management | 7,135 | $367.0K | 0.18% | +1,368+23.7% | Added |
| Chapin Davis, Inc. | 7,128 | $366.7K | 0.15% | −298−4.0% | Reduced |
| TrinityPoint Wealth, LLC | 7,108 | $365.6K | 0.07% | −366−4.9% | Reduced |
| Kathmere Capital Management, LLC | 7,085 | $364.5K | 0.05% | +7,085 | New |
| Compagnie Lombard Odier SCmA | 7,083 | $364.4K | 0.01% | −2,700−27.6% | Reduced |
| Bartlett & Co. LLC | 7,040 | $363.0K | 0.01% | −6,768−49.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,040 | $362.7K | 0.01% | −6,768−49.0% | Reduced |
| First City Capital Management, Inc. | 7,018 | $361.0K | 0.21% | +23+0.3% | Added |
| Field & Main Bank | 7,010 | $360.5K | 0.15% | −838−10.7% | Reduced |
| Marino, Stram & Associates LLC | 6,994 | $359.8K | 0.09% | +4+0.1% | Added |
| Silverlake Wealth Management LLC | 6,981 | $359.1K | 0.20% | −387−5.3% | Reduced |
| Wall Street Access Asset Management, LLC | 6,967 | $358.4K | 0.17% | +202+3.0% | Added |
| XTX Topco Ltd | 6,962 | $358.1K | 0.08% | +6,962 | New |
| 9258 Wealth Management, LLC | 6,957 | $357.9K | 0.06% | −298−4.1% | Reduced |
| Northwest Bancshares, Inc. | 6,948 | $357.4K | 0.07% | −777−10.1% | Reduced |
| Quadrant Capital Group LLC | 6,944 | $357.2K | 0.03% | +2,190+46.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,910 | $355.4K | 0.03% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,897 | $354.8K | 0.13% | −104−1.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,885 | $354.2K | 0.13% | −531−7.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $352.9K | 0.25% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 6,859 | $352.8K | 0.26% | −1,088−13.7% | Reduced |
| Aurora Private Wealth, Inc. | 6,804 | $350.0K | 0.33% | −113−1.6% | Reduced |
| Washington Capital Management Inc | 6,785 | $349.0K | 0.30% | −14,850−68.6% | Reduced |
| Partners Capital Investment Group, LLP | 6,761 | $347.8K | 0.01% | +6,761 | New |
| Vestmark Advisory Solutions, Inc. | 6,832 | $345.5K | 0.02% | +6,832 | New |
| Cohen & Steers, Inc. | 6,713 | $345.0K | 0.00% | +1,638+32.3% | Added |
| Massmutual Trust Co FSB | 6,688 | $344.0K | 0.01% | −56,433−89.4% | Reduced |
| AdvisorNet Financial, Inc | 6,680 | $343.6K | 0.03% | +69+1.0% | Added |
| Cary Street Partners Asset Management LLC | 6,632 | $341.2K | 0.06% | −41,285−86.2% | Reduced |
| Seelaus Asset Management LLC | 6,614 | $340.2K | 0.33% | +357+5.7% | Added |
| Cowa, LLC | 6,600 | $339.5K | 0.21% | +200+3.1% | Added |
| Intelligence Driven Advisers, LLC | 5,997 | $336.9K | 0.05% | +5,997 | New |
| Cladis Investment Advisory, LLC | 6,511 | $334.9K | 0.26% | +121+1.9% | Added |
| Cim Investment Mangement Inc | 6,448 | $331.7K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,441 | $331.3K | 0.01% | +6,441 | New |
| Shepherd Financial Partners LLC | 6,423 | $330.4K | 0.05% | −98−1.5% | Reduced |
| FourThought Financial Partners, LLC | 6,419 | $330.2K | 0.04% | −174−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,396 | $329.0K | 0.01% | +1,319+26.0% | Added |
| West Family Investments, Inc. | 6,394 | $328.9K | 0.11% | +6,394 | New |
| Brighton Jones LLC | 6,376 | $328.0K | 0.01% | −401−5.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,372 | $327.8K | 0.04% | −9,992−61.1% | Reduced |
| Insight Advisors, LLC | 6,365 | $327.4K | 0.07% | −368−5.5% | Reduced |
| Wealth Alliance | 6,276 | $322.8K | 0.05% | −3,395−35.1% | Reduced |
| Allstate Corp | 6,275 | $322.8K | 0.02% | +700+12.6% | Added |
| NBC Securities, Inc. | 6,265 | $322.0K | 0.03% | −1,305−17.2% | Reduced |
| Gradient Investments LLC | 6,239 | $320.9K | 0.01% | −118−1.9% | Reduced |
| KCM Investment Advisors LLC | 6,223 | $320.1K | 0.01% | +69+1.1% | Added |
| MWA Asset Management | 6,222 | $320.1K | 0.26% | −3,076−33.1% | Reduced |
| PFG Investments, LLC | 6,203 | $319.1K | 0.06% | −546−8.1% | Reduced |
| L2 Asset Management, LLC | 6,198 | $318.8K | 0.13% | +6,160+16,210.5% | Added |
| Voya Financial Advisors, Inc. | 6,164 | $317.6K | 0.04% | −470−7.1% | Reduced |
| Family Legacy, Inc. | 6,151 | $316.4K | 0.12% | +50+0.8% | Added |
| Hancock Whitney Corp | 6,149 | $316.3K | 0.01% | −434−6.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,138 | $315.7K | 0.02% | +6,138 | New |
| Perennial Investment Advisors, LLC | 6,110 | $314.3K | 0.05% | +549+9.9% | Added |
| Nwam LLC | 6,101 | $313.8K | 0.03% | +377+6.6% | Added |
| Mirabella Financial Services LLP | 6,100 | $313.8K | 0.05% | +6,100 | New |
| Mirador Capital Partners LP | 6,078 | $312.7K | 0.07% | +228+3.9% | Added |
| Waterloo Capital, L.P. | 6,057 | $311.6K | 0.05% | +6,057 | New |
| Altfest L J & Co Inc | 6,030 | $310.0K | 0.04% | −148−2.4% | Reduced |
| Geneos Wealth Management Inc. | 6,026 | $310.0K | 0.02% | −446−6.9% | Reduced |
| LexAurum Advisors, LLC | 6,022 | $309.7K | 0.08% | +6,022 | New |
| Imprint Wealth LLC | 6,010 | $309.1K | 0.25% | +826+15.9% | Added |
| Northern Financial Advisors Inc | 5,997 | $308.5K | 0.26% | −894−13.0% | Reduced |
| GeoWealth Management, LLC | 5,992 | $308.0K | 0.03% | +3,234+117.3% | Added |
| Ethos Financial Group, LLC | 5,967 | $307.0K | 0.07% | −21−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,967 | $306.9K | 0.03% | +5,967 | New |
| IPG Investment Advisors LLC | 5,962 | $306.7K | 0.06% | +664+12.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 5,951 | $306.1K | 0.10% | −957−13.9% | Reduced |