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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 4,499 | $231.4K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,496 | $231.3K | 0.03% | +4,496 | New |
| First National Bank of Omaha | 4,492 | $231.1K | 0.01% | −500−10.0% | Reduced |
| Associated Banc-Corp | 4,477 | $230.3K | 0.01% | +4,477 | New |
| VeraBank, N.A. | 4,474 | $230.1K | 0.08% | +4,474 | New |
| Lee Financial Co | 4,473 | $230.1K | 0.04% | +3,866+636.9% | Added |
| Childress Capital Advisors, LLC | 4,470 | $229.9K | 0.07% | +4,470 | New |
| Trueblood Wealth Management, LLC | 4,458 | $229.3K | 0.14% | +4,458 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,453 | $229.0K | 0.00% | +357+8.7% | Added |
| Baxter Bros Inc | 4,443 | $228.5K | 0.03% | −999−18.4% | Reduced |
| Dorchester Wealth Management Co | 4,440 | $228.4K | 0.04% | +4,440 | New |
| Tarbox Family Office, Inc. | 4,432 | $228.0K | 0.04% | +4,432 | New |
| Reuter James Wealth Management, LLC | 4,428 | $227.8K | 0.16% | +4,428 | New |
| Applied Capital LLC | 4,414 | $227.1K | 0.21% | +4,414 | New |
| ING Groep NV | 4,394 | $226.0K | 0.00% | +4,394 | New |
| Wealthspire Advisors, LLC | 4,393 | $226.0K | 0.00% | +4,393 | New |
| Abel Hall, LLC | 4,368 | $224.7K | 0.19% | +4,368 | New |
| Covestor Ltd | 4,284 | $221.0K | 0.15% | +518+13.8% | Added |
| United Community Bank | 4,282 | $220.3K | 0.09% | +4,282 | New |
| Hyman Charles D | 4,274 | $220.0K | 0.01% | +4,274 | New |
| Mill Creek Capital Advisors, LLC | 4,273 | $219.8K | 0.01% | +4,273 | New |
| Leuthold Group, LLC | 4,267 | $219.5K | 0.03% | +4,267 | New |
| Raleigh Capital Management Inc. | 4,261 | $219.2K | 0.10% | −123−2.8% | Reduced |
| Cedrus LLC | 4,255 | $218.9K | 0.14% | +4,255 | New |
| Zullo Investment Group, Inc. | 4,251 | $218.7K | 0.11% | +4,251 | New |
| Systematic Alpha Investments, LLC | 4,238 | $218.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,234 | $217.8K | 0.02% | +4,021+1,887.8% | Added |
| EverSource Wealth Advisors, LLC | 4,220 | $217.1K | 0.02% | +628+17.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,218 | $217.0K | 0.01% | +111+2.7% | Added |
| O'Rourke & Company, Inc | 4,211 | $217.0K | 0.14% | +4,211 | New |
| Lloyd Advisory Services, LLC. | 4,193 | $215.7K | 0.10% | −7,581−64.4% | Reduced |
| Catalyst Financial Partners LLC | 4,178 | $214.9K | 0.06% | +4,178 | New |
| Rosenblum Silverman Sutton S F Inc | 4,174 | $214.7K | 0.07% | −4,050−49.2% | Reduced |
| Eudaimonia Partners, LLC | 4,173 | $214.6K | 0.06% | −12,122−74.4% | Reduced |
| Gray Wealth Management Inc. | 4,173 | $214.6K | 0.10% | −1,118−21.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,156 | $213.8K | 0.02% | +4,156 | New |
| TRUE Private Wealth Advisors | 4,145 | $213.2K | 0.03% | +4,145 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,131 | $212.5K | 0.03% | −3,817−48.0% | Reduced |
| Aaron Wealth Advisors | 4,130 | $212.4K | 0.04% | +4,130 | New |
| Blue Barn Wealth, LLC | 4,115 | $211.7K | 0.13% | +4,115 | New |
| FirstPurpose Wealth LLC | 4,112 | $211.5K | 0.08% | +4,112 | New |
| Navis Wealth Advisors, LLC | 4,100 | $210.9K | 0.28% | +4,100 | New |
| MRP Capital Investments, LLC | 4,100 | $210.9K | 0.23% | +4,100 | New |
| Parcion Private Wealth LLC | 4,094 | $210.6K | 0.02% | +4,094 | New |
| Successful Portfolios LLC | 4,074 | $209.6K | 0.16% | +4,074 | New |
| Falcon Wealth Planning | 4,072 | $209.5K | 0.04% | +4,072 | New |
| Circle Wealth Management, LLC | 4,071 | $209.4K | 0.01% | −2,599−39.0% | Reduced |
| Prepared Retirement Institute LLC | 4,055 | $208.6K | 0.16% | +4,055 | New |
| AlTi Global, Inc. | 4,044 | $208.0K | 0.01% | +4,044 | New |
| Asset Allocation Strategies LLC | 4,032 | $207.4K | 0.08% | +4,032 | New |
| All Terrain Financial Advisors, LLC | 4,028 | $207.2K | 0.10% | +4,028 | New |
| Waller Financial Planning Group, Inc | 4,014 | $206.5K | 0.05% | +4,014 | New |
| CMT Capital Markets Trading GmbH | 4,000 | $206.0K | 0.14% | −3,000−42.9% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $206.0K | 0.04% | 00.0% | Unchanged |
| Diker Management LLC | 4,000 | $205.8K | 0.17% | +4,000 | New |
| Beaton Management Co. Inc. | 3,992 | $205.0K | 0.12% | +3,992 | New |
| Guardian Wealth Advisors, LLC | 3,981 | $204.8K | 0.03% | +3,981 | New |
| Landmark Financial Advisors, LLC | 3,980 | $204.8K | 0.07% | +3,980 | New |
| Avantax Planning Partners, Inc. | 3,970 | $204.2K | 0.01% | −2,029−33.8% | Reduced |
| Sierra Summit Advisors LLC | 3,960 | $203.7K | 0.06% | +3,960 | New |
| Legacy Financial Advisors, Inc. | 3,948 | $203.1K | 0.04% | +3,948 | New |
| Safeguard Investment Advisory Group, LLC | 3,922 | $201.7K | 0.08% | +3,922 | New |
| Simon Quick Advisors, LLC | 3,920 | $201.6K | 0.02% | +3,920 | New |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $200.6K | 0.06% | +3,900 | New |
| Rosenberg Matthew Hamilton | 3,895 | $200.4K | 0.06% | −318−7.5% | Reduced |
| Central Trust Co | 3,841 | $197.6K | 0.01% | +205+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,795 | $195.2K | 0.02% | +1,547+68.8% | Added |
| Activest Wealth Management | 3,748 | $192.8K | 0.11% | +500+15.4% | Added |
| Pacific Center for Financial Services | 3,695 | $190.1K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 3,644 | $187.4K | 0.01% | +1,927+112.2% | Added |
| Highlander Capital Management, LLC | 3,584 | $184.4K | 0.07% | +600+20.1% | Added |
| Key Financial Inc | 3,525 | $181.3K | 0.05% | −31−0.9% | Reduced |
| AJOVista, LLC | 3,496 | $179.8K | 0.23% | +3,496 | New |
| MV Capital Management, Inc. | 3,395 | $174.6K | 0.02% | +683+25.2% | Added |
| Larson Financial Group LLC | 3,275 | $168.5K | 0.01% | −121−3.6% | Reduced |
| Boyd Watterson Asset Management LLC | 3,215 | $165.4K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,027 | $165.0K | 0.00% | −7,417−64.8% | Reduced |
| Gables Capital Management Inc. | 3,200 | $164.6K | 0.10% | +100+3.2% | Added |
| Pinnacle Bancorp, Inc. | 3,193 | $164.2K | 0.05% | −2,810−46.8% | Reduced |
| Hanson & Doremus Investment Management | 3,172 | $163.0K | 0.03% | +414+15.0% | Added |
| Nemes Rush Group LLC | 3,062 | $157.5K | 0.03% | −904−22.8% | Reduced |
| Caldwell Trust Co | 3,008 | $154.7K | 0.02% | −1,624−35.1% | Reduced |
| Wunderlich Capital Managemnt | 2,986 | $153.6K | 0.07% | +2,986 | New |
| Silvant Capital Management LLC | 2,906 | $149.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,855 | $146.8K | 0.02% | −330−10.4% | Reduced |
| Coppell Advisory Solutions LLC | 2,820 | $145.1K | 0.03% | +2,752+4,047.1% | Added |
| Ancora Advisors, LLC | 2,691 | $138.4K | 0.00% | −924−25.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,689 | $138.3K | 0.07% | −204−7.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,652 | $136.4K | 0.03% | +2,652 | New |
| Washington Trust Advisors, Inc. | 2,625 | $135.0K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,602 | $133.8K | 0.16% | +2,602 | New |
| Rothschild Investment LLC | 2,574 | $132.4K | 0.01% | +2,574 | New |
| City State Bank | 2,557 | $132.0K | 0.07% | −300−10.5% | Reduced |
| Benjamin Edwards Inc | 2,570 | $132.0K | 0.03% | −83−3.1% | Reduced |
| Truvestments Capital LLC | 2,532 | $130.2K | 0.06% | +2,200+662.7% | Added |
| St Germain D J Co Inc | 2,512 | $129.2K | 0.01% | +1,249+98.9% | Added |
| Spartan Planning & Wealth Management | 2,476 | $127.4K | 0.14% | +2,469+35,271.4% | Added |
| Heritage Wealth Advisors | 2,450 | $126.0K | 0.01% | +1,050+75.0% | Added |
| SRS Capital Advisors, Inc. | 2,436 | $125.3K | 0.01% | +26+1.1% | Added |
| Gleason Group, Inc. | 2,348 | $120.8K | 0.03% | +27+1.2% | Added |