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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 5,934 | $305.2K | 0.17% | −625−9.5% | Reduced |
| Moneta Group Investment Advisors LLC | 5,931 | $305.1K | 0.01% | +345+6.2% | Added |
| Jeppson Wealth Management, LLC | 5,908 | $303.9K | 0.13% | −37−0.6% | Reduced |
| Strategic Advocates LLC | 5,901 | $303.5K | 0.13% | −1,841−23.8% | Reduced |
| Crestwood Advisors Group LLC | 5,881 | $302.5K | 0.01% | −45−0.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,660 | $301.5K | 0.13% | −1,000−15.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,843 | $300.6K | 0.12% | −80−1.4% | Reduced |
| Madison Wealth Partners, Inc | 5,834 | $300.1K | 0.12% | +5,834 | New |
| Beverly Hills Private Wealth, LLC | 5,821 | $299.4K | 0.08% | −93−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 5,811 | $298.9K | 0.03% | +341+6.2% | Added |
| Peoples Bank | 5,770 | $296.7K | 0.24% | −100−1.7% | Reduced |
| Anchor Capital Advisors LLC | 5,735 | $295.0K | 0.01% | −1,325−18.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,725 | $295.0K | 0.04% | −1,071−15.8% | Reduced |
| IFG Advisors, LLC | 5,717 | $294.1K | 0.09% | −96−1.7% | Reduced |
| Accurate Wealth Management, LLC | 5,593 | $291.3K | 0.09% | −512−8.4% | Reduced |
| Flynn Zito Capital Management, LLC | 5,652 | $290.7K | 0.20% | +5,652 | New |
| Gilbert & Cook, Inc. | 5,647 | $290.5K | 0.04% | +154+2.8% | Added |
| Gratus Wealth Advisors, LLC | 5,646 | $290.4K | 0.06% | +5,646 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,610 | $288.6K | 0.05% | +37+0.7% | Added |
| Wealth Effects LLC | 5,600 | $288.1K | 0.11% | 00.0% | Unchanged |
| Bank Ozk | 5,524 | $284.2K | 0.14% | −4,591−45.4% | Reduced |
| Quent Capital, LLC | 5,486 | $282.2K | 0.04% | +236+4.5% | Added |
| Integrity Financial Corp | 5,483 | $282.0K | 0.20% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,455 | $280.6K | 0.07% | +207+3.9% | Added |
| Cassaday & Co Wealth Management LLC | 5,417 | $278.7K | 0.01% | −493−8.3% | Reduced |
| Napatree Capital LLC | 5,408 | $278.2K | 0.28% | +5,408 | New |
| Delta Financial Group, Inc. | 5,396 | $278.0K | 0.09% | +107+2.0% | Added |
| Stratos Wealth Advisors, LLC | 5,340 | $274.7K | 0.02% | −152−2.8% | Reduced |
| Smartleaf Asset Management LLC | 5,402 | $274.5K | 0.07% | +5,402 | New |
| SJS Investment Consulting Inc. | 5,325 | $273.9K | 0.06% | +55+1.0% | Added |
| Prosperity Consulting Group, LLC | 5,324 | $273.9K | 0.09% | +5,324 | New |
| Beacon Bridge Wealth Partners, LLC | 5,301 | $272.7K | 0.14% | −111−2.1% | Reduced |
| Principal Street Partners, LLC | 5,262 | $270.7K | 0.07% | +5,262 | New |
| Norway Savings Bank | 5,258 | $270.5K | 0.12% | −4,910−48.3% | Reduced |
| Provence Wealth Management Group | 5,251 | $270.1K | 0.15% | −1,407−21.1% | Reduced |
| MQS Management LLC | 5,240 | $269.5K | 0.15% | +5,240 | New |
| Pointe Capital Management LLC | 5,221 | $268.6K | 0.19% | 00.0% | Unchanged |
| Vicus Capital | 5,199 | $267.4K | 0.03% | −1,133−17.9% | Reduced |
| Dimension Capital Management LLC | 5,198 | $267.4K | 0.06% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,191 | $267.0K | 0.06% | −1,404−21.3% | Reduced |
| Fortune Financial Advisors, LLC | 5,184 | $266.7K | 0.19% | −223−4.1% | Reduced |
| Marcum Wealth, LLC | 5,181 | $266.5K | 0.03% | +92+1.8% | Added |
| Resurgent Financial Advisors LLC | 5,154 | $265.1K | 0.16% | −1,922−27.2% | Reduced |
| Evercore Wealth Management, LLC | 5,153 | $265.1K | 0.00% | +5,153 | New |
| Paulson Wealth Management Inc. | 5,135 | $264.1K | 0.08% | +5,135 | New |
| Change Path, LLC | 5,123 | $264.0K | 0.02% | +5,123 | New |
| Gries Financial LLC | 5,124 | $263.6K | 0.06% | +5,124 | New |
| Lynch Asset Management, Inc. | 5,100 | $262.3K | 0.15% | −22,000−81.2% | Reduced |
| Alta Advisers Ltd | 5,100 | $262.3K | 0.14% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 5,099 | $262.3K | 0.06% | −291−5.4% | Reduced |
| Onefund, LLC | 5,061 | $260.3K | 0.34% | +5,061 | New |
| EPG Wealth Management LLC | 4,925 | $259.9K | 0.07% | −17−0.3% | Reduced |
| Orca Investment Management, LLC | 5,010 | $257.7K | 0.25% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 5,003 | $257.3K | 0.08% | +5,003 | New |
| Lifestyle Asset Management, Inc. | 5,000 | $257.2K | 0.14% | −372−6.9% | Reduced |
| Harbor Advisors LLC | 5,000 | $257.2K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,979 | $256.1K | 0.03% | −331−6.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,976 | $256.0K | 0.02% | −261−5.0% | Reduced |
| Pingora Partners LLC | 4,960 | $255.1K | 0.23% | +4,960 | New |
| Financial Advocates Investment Management | 4,949 | $254.6K | 0.02% | +4,949 | New |
| Prentice Wealth Management LLC | 4,924 | $253.3K | 0.10% | +4,924 | New |
| Redwood Investment Management, LLC | 4,909 | $253.0K | 0.02% | +4,909 | New |
| TrueWealth Advisors, LLC | 4,915 | $252.8K | 0.10% | +4,915 | New |
| Pine Valley Investments Ltd Liability Co | 4,871 | $250.6K | 0.02% | −35−0.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,852 | $249.6K | 0.05% | +4,852 | New |
| Wallace Advisory Group, LLC | 6,010 | $247.2K | 0.19% | +532+9.7% | Added |
| Allen Capital Group, LLC | 4,781 | $245.9K | 0.04% | +4,781 | New |
| Rogco, LP | 4,776 | $245.7K | 0.11% | +2,867+150.2% | Added |
| Hayek Kallen Investment Management | 4,756 | $245.0K | 0.10% | −486−9.3% | Reduced |
| Grandview Asset Management LLC | 4,754 | $245.0K | 0.13% | −198−4.0% | Reduced |
| Rakuten Investment Management, Inc. | 4,741 | $244.3K | 0.00% | +4,741 | New |
| Sightline Wealth Advisors, LLC | 4,741 | $243.9K | 0.19% | +4,741 | New |
| Requisite Capital Management, LLC | 4,736 | $243.6K | 0.06% | −1,351−22.2% | Reduced |
| FinTrust Capital Advisors, LLC | 4,735 | $243.6K | 0.05% | +168+3.7% | Added |
| Accel Wealth Management | 4,734 | $243.5K | 0.12% | +4,734 | New |
| Essex Savings Bank | 4,729 | $243.2K | 0.07% | +4,729 | New |
| Jamison Private Wealth Management, Inc. | 4,713 | $242.4K | 0.05% | +3+0.1% | Added |
| Truepoint, Inc. | 4,708 | $242.2K | 0.01% | +4,708 | New |
| Keel Point, LLC | 4,707 | $242.1K | 0.03% | +4,707 | New |
| Magnus Financial Group LLC | 4,703 | $241.9K | 0.03% | −341−6.8% | Reduced |
| Calamos Wealth Management LLC | 4,688 | $241.2K | 0.02% | −294−5.9% | Reduced |
| Richwood Investment Advisors, LLC | 4,687 | $241.1K | 0.23% | −713−13.2% | Reduced |
| Clare Market Investments LLC | 4,687 | $241.1K | 0.08% | −1,387−22.8% | Reduced |
| Summitry LLC | 4,663 | $239.9K | 0.01% | +4,663 | New |
| Advisory Alpha, LLC | 4,658 | $239.6K | 0.01% | +4,658 | New |
| MidWestOne Financial Group, Inc. | 4,655 | $239.5K | 0.05% | +4,655 | New |
| Glen Eagle Advisors, LLC | 4,648 | $239.1K | 0.05% | +20+0.4% | Added |
| Samalin Investment Counsel, LLC | 4,635 | $238.5K | 0.12% | −328−6.6% | Reduced |
| X-Square Capital, LLC | 4,621 | $238.0K | 0.13% | −1,613−25.9% | Reduced |
| OneAscent Financial Services LLC | 4,629 | $238.0K | 0.03% | +4,629 | New |
| Keystone Financial Group | 4,612 | $237.3K | 0.04% | +4,612 | New |
| Harbour Investments, Inc. | 4,610 | $237.1K | 0.01% | +785+20.5% | Added |
| Skopos Labs, Inc. | 4,599 | $236.6K | 0.11% | +4,599 | New |
| Elmwood Wealth Management, Inc. | 4,590 | $236.1K | 0.17% | −3,539−43.5% | Reduced |
| Woodward Diversified Capital, LLC | 4,564 | $234.8K | 0.15% | +4,564 | New |
| Virtue Capital Management, LLC | 4,301 | $233.6K | 0.05% | −2,372−35.5% | Reduced |
| ABN AMRO Bank N.V. | 4,501 | $232.5K | 0.00% | +4,501 | New |
| Zions Bancorporation, N.A. | 4,515 | $232.3K | 0.02% | −127−2.7% | Reduced |
| MONECO Advisors, LLC | 4,513 | $232.1K | 0.04% | +4,513 | New |
| Almitas Capital LLC | 4,500 | $231.5K | 0.08% | +4,500 | New |