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 |
|---|---|---|---|---|---|
| Centennial Bank | 2,283 | $117.4K | 0.07% | −6,066−72.7% | Reduced |
| Belmont Capital, LLC | 2,282 | $117.4K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 2,274 | $117.0K | 0.01% | +2,274 | New |
| Sugarloaf Wealth Management, LLC | 2,241 | $115.3K | 0.03% | −3,390−60.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,170 | $111.6K | 0.01% | +6+0.3% | Added |
| Duncker Streett & Co Inc | 2,160 | $111.1K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,170 | $111.0K | 0.12% | −1,720−44.2% | Reduced |
| Richardson Financial Services Inc. | 2,145 | $110.3K | 0.10% | +2,145 | New |
| West Branch Capital LLC | 2,092 | $107.6K | 0.05% | −580−21.7% | Reduced |
| Mechanics Financial Corp | 2,076 | $106.8K | 0.06% | −7,193−77.6% | Reduced |
| Brown Brothers Harriman & Co | 2,062 | $106.1K | 0.00% | +865+72.3% | Added |
| HM Payson & Co | 2,043 | $105.1K | 0.00% | −2,579−55.8% | Reduced |
| Grove Bank & Trust | 1,994 | $102.6K | 0.02% | −790−28.4% | Reduced |
| Eagle Bay Advisors LLC | 1,989 | $102.3K | 0.06% | −106−5.1% | Reduced |
| Independence Bank of Kentucky | 1,963 | $101.0K | 0.04% | −709−26.5% | Reduced |
| State of Wyoming | 1,942 | $99.9K | 0.02% | +1,942 | New |
| Atlantic Trust, LLC | 1,890 | $97.2K | 0.03% | −2,110−52.8% | Reduced |
| Planned Solutions, Inc. | 1,832 | $94.2K | 0.04% | +1,832 | New |
| Main Street Group, LTD | 1,819 | $93.6K | 0.03% | +1,819 | New |
| Glassman Wealth Services | 1,816 | $93.4K | 0.01% | +895+97.2% | Added |
| Banco de Sabadell, S.A | 1,808 | $93.0K | 0.07% | −1,108−38.0% | Reduced |
| Founders Capital Management | 1,800 | $92.6K | 0.07% | +200+12.5% | Added |
| Sittner & Nelson, LLC | 1,718 | $88.4K | 0.05% | −287−14.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,707 | $87.8K | 0.04% | +92+5.7% | Added |
| CKW Financial Group | 1,700 | $87.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,681 | $86.5K | 0.03% | +1,681 | New |
| Addison Advisors LLC | 1,658 | $85.3K | 0.03% | +279+20.2% | Added |
| PFS Partners, LLC | 1,629 | $83.8K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,625 | $83.6K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 1,598 | $82.0K | 0.02% | +111+7.5% | Added |
| AlphaMark Advisors, LLC | 1,590 | $82.0K | 0.03% | +890+127.1% | Added |
| Voisard Asset Management Group, Inc. | 1,591 | $81.8K | 0.05% | +1,591 | New |
| Union Savings Bank | 1,590 | $81.8K | 0.05% | +500+45.9% | Added |
| JJJ Advisors Inc. | 1,587 | $81.6K | 0.02% | +785+97.9% | Added |
| Oakworth Capital, Inc. | 1,579 | $81.2K | 0.01% | −120−7.1% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $79.7K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,537 | $79.1K | 0.00% | −35−2.2% | Reduced |
| Baystate Wealth Management LLC | 1,533 | $78.9K | 0.01% | −74−4.6% | Reduced |
| Altshuler Shaham Ltd | 1,500 | $77.2K | 0.00% | −3,121,060−100.0% | Reduced |
| TCTC Holdings, LLC | 1,487 | $76.5K | 0.00% | −1,865−55.6% | Reduced |
| Rational Advisors LLC | 1,481 | $76.2K | 0.01% | −2,504−62.8% | Reduced |
| Trust Co | 1,477 | $76.0K | 0.01% | −249−14.4% | Reduced |
| Norwood Financial Corp | 1,449 | $74.5K | 0.11% | +655+82.5% | Added |
| Western Pacific Wealth Management, LP | 1,424 | $73.3K | 0.05% | −2,065−59.2% | Reduced |
| Cape Investment Advisory, Inc. | 1,396 | $71.8K | 0.04% | +354+34.0% | Added |
| AllSquare Wealth Management LLC | 1,348 | $69.3K | 0.04% | +300+28.6% | Added |
| Harvest Fund Management Co., Ltd | 1,332 | $69.0K | 0.01% | −1,423−51.7% | Reduced |
| JCIC Asset Management Inc. | 1,340 | $68.9K | 0.03% | −35−2.5% | Reduced |
| Peoples Financial Services Corp. | 1,325 | $68.1K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,314 | $67.6K | 0.02% | −201−13.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,300 | $66.9K | 0.03% | +1,300 | New |
| ZRC Wealth Management, LLC | 1,600 | $65.8K | 0.04% | +1,600 | New |
| Bell Investment Advisors, Inc | 1,267 | $65.2K | 0.01% | +579+84.2% | Added |
| Financial Connections Group, Inc. | 1,264 | $65.0K | 0.04% | +1,264 | New |
| Nordwand Advisors, LLC | 1,250 | $64.3K | 0.02% | +1,250 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,167 | $60.0K | 0.02% | −49,822−97.7% | Reduced |
| Y.D. More Investments Ltd | 1,168 | $59.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,147 | $59.0K | 0.00% | −2,274−66.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,142 | $58.7K | 0.01% | +11+1.0% | Added |
| Studio Investment Management LLC | 1,125 | $57.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,111 | $57.2K | 0.01% | +302+37.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $57.0K | 0.03% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,102 | $56.7K | 0.09% | +1,102 | New |
| Grayhawk Investment Strategies Inc. | 1,100 | $56.6K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,090 | $56.1K | 0.03% | −5,175−82.6% | Reduced |
| Cooksen Wealth, LLC | 1,084 | $55.8K | 0.06% | +1,084 | New |
| Bruce G. Allen Investments, LLC | 1,056 | $54.3K | 0.05% | +1,056 | New |
| ICA Group Wealth Management, LLC | 1,006 | $51.8K | 0.01% | +1,006 | New |
| Caldwell Sutter Capital, Inc. | 1,000 | $51.4K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $51.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $51.4K | 0.05% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $51.0K | 0.03% | −3,400−77.3% | Reduced |
| Tradition Wealth Management, LLC | 999 | $51.0K | 0.01% | −1,384−58.1% | Reduced |
| Core Alternative Capital | 989 | $50.9K | 0.01% | −196−16.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 982 | $50.0K | 0.02% | −321−24.6% | Reduced |
| TSFG, LLC | 973 | $50.0K | 0.02% | −23−2.3% | Reduced |
| Costello Asset Management, INC | 944 | $48.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 934 | $48.0K | 0.02% | +934 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $47.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 925 | $47.6K | 0.03% | +60+6.9% | Added |
| Bollard Group LLC | 920 | $47.0K | 0.00% | +8+0.9% | Added |
| Friedenthal Financial | 889 | $45.7K | 0.03% | +889 | New |
| Kozak & Associates, Inc. | 861 | $44.7K | 0.01% | −42−4.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 867 | $44.6K | 0.01% | +250+40.5% | Added |
| Sachetta, LLC | 817 | $42.0K | 0.02% | +817 | New |
| Sentry Investment Management LLC | 811 | $42.0K | 0.02% | −10,370−92.7% | Reduced |
| Pacifica Partners Inc. | 895 | $41.8K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 887 | $41.3K | 0.00% | −5−0.6% | Reduced |
| Venturi Wealth Management, LLC | 796 | $40.9K | 0.00% | +274+52.5% | Added |
| Colonial Trust Co | 788 | $40.5K | 0.01% | −797−50.3% | Reduced |
| Tyler-Stone Wealth Management | 786 | $40.4K | 0.02% | −151−16.1% | Reduced |
| Carolinas Wealth Consulting LLC | 784 | $40.3K | 0.01% | +20+2.6% | Added |
| GW&K Investment Management, LLC | 786 | $40.0K | 0.00% | +126+19.1% | Added |
| Loomis Sayles & Co L P | 758 | $39.0K | 0.00% | −310−29.0% | Reduced |
| Tennessee Valley Asset Management Partners | 751 | $38.6K | 0.01% | +751 | New |
| Front Row Advisors LLC | 735 | $37.8K | 0.02% | −44−5.6% | Reduced |
| West Paces Advisors Inc. | 731 | $37.6K | 0.01% | +26+3.7% | Added |
| Archer Investment Corp | 727 | $37.4K | 0.01% | +1+0.1% | Added |
| Hartford Financial Management Inc. | 721 | $37.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 708 | $36.4K | 0.00% | 00.0% | Unchanged |