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 |
|---|---|---|---|---|---|
| WBI Investments | 46,503 | $2.39M | 0.48% | +37,566+420.3% | Added |
| Independent Advisor Alliance | 46,240 | $2.38M | 0.09% | +1,663+3.7% | Added |
| Wintrust Investments LLC | 45,793 | $2.36M | 0.23% | +16,409+55.8% | Added |
| Romano Brothers and Company | 45,589 | $2.35M | 0.35% | −1,875−4.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,079 | $2.32M | 0.22% | −7,136−13.7% | Reduced |
| Slagle Financial, LLC | 89,748 | $2.31M | 1.32% | +45,454+102.6% | Added |
| Kore Advisors LP | 44,692 | $2.30M | 1.49% | +44,692 | New |
| JB Capital LLC | 44,679 | $2.30M | 0.17% | +44,679 | New |
| Paradigm Asset Management Co LLC | 44,400 | $2.28M | 0.60% | −1,400−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 44,357 | $2.28M | 0.14% | +3,044+7.4% | Added |
| Focused Wealth Management, Inc | 44,305 | $2.28M | 0.37% | −2,959−6.3% | Reduced |
| Legato Capital Management LLC | 44,245 | $2.28M | 0.30% | 00.0% | Unchanged |
| Americana Partners, LLC | 127,632 | $2.24M | 0.21% | +94,269+282.6% | Added |
| Avantax Advisory Services, Inc. | 43,209 | $2.22M | 0.02% | −7,093−14.1% | Reduced |
| Perpetual Ltd | 42,892 | $2.21M | 0.02% | −5,834−12.0% | Reduced |
| Wharton Business Group, LLC | 42,868 | $2.21M | 0.11% | +1,745+4.2% | Added |
| WFA Asset Management Corp | 42,854 | $2.20M | 1.20% | +888+2.1% | Added |
| TD Private Client Wealth LLC | 42,729 | $2.20M | 0.08% | +2,881+7.2% | Added |
| Cohen Investment Advisors LLC | 42,486 | $2.19M | 1.61% | +1,505+3.7% | Added |
| Park Avenue Securities LLC | 42,366 | $2.18M | 0.03% | +1,151+2.8% | Added |
| Salem Investment Counselors Inc | 41,668 | $2.14M | 0.07% | −7,792−15.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,602 | $2.14M | 0.12% | +2,627+6.7% | Added |
| Continental Advisors LLC | 41,434 | $2.13M | 1.92% | −8,000−16.2% | Reduced |
| S&CO Inc | 41,061 | $2.11M | 0.16% | −60,367−59.5% | Reduced |
| Equitable Holdings, Inc. | 41,004 | $2.11M | 0.03% | −5,813−12.4% | Reduced |
| Vestcor Inc | 40,897 | $2.10M | 0.07% | −436−1.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 40,856 | $2.10M | 0.31% | −1,098−2.6% | Reduced |
| Naples Money Management LLC | 40,834 | $2.10M | 1.97% | +40,834 | New |
| Synovus Financial Corp | 40,620 | $2.09M | 0.03% | −22,848−36.0% | Reduced |
| Tredje AP-fonden | 39,903 | $2.05M | 0.03% | −108,192−73.1% | Reduced |
| Massachusetts Wealth Management | 39,782 | $2.05M | 1.65% | +192+0.5% | Added |
| Capital International Inc | 39,639 | $2.04M | 0.03% | +4,563+13.0% | Added |
| Sippican Capital Advisors | 39,234 | $2.02M | 1.58% | +219+0.6% | Added |
| GFS Advisors, LLC | 38,940 | $2.00M | 0.29% | +38,940 | New |
| ISAM Funds (UK) Ltd | 38,892 | $2.00M | 1.43% | −9,658−19.9% | Reduced |
| CWM, LLC | 38,849 | $2.00M | 0.01% | +13,955+56.1% | Added |
| Quaker Capital Investments, LLC | 38,450 | $1.98M | 0.71% | −1,000−2.5% | Reduced |
| Longfellow Investment Management Co LLC | 38,017 | $1.96M | 0.48% | −8,921−19.0% | Reduced |
| Convergence Investment Partners, LLC | 37,982 | $1.95M | 1.02% | −1,187−3.0% | Reduced |
| Ieq Capital, LLC | 37,848 | $1.95M | 0.03% | +12,991+52.3% | Added |
| Cullen/Frost Bankers, Inc. | 37,745 | $1.94M | 0.03% | −4,136−9.9% | Reduced |
| Barometer Capital Management Inc. | 38,000 | $1.94M | 0.55% | +38,000 | New |
| Stansberry Asset Management, LLC | 37,581 | $1.93M | 0.32% | −39,914−51.5% | Reduced |
| Green Square Capital Advisors LLC | 37,498 | $1.93M | 0.26% | −6,977−15.7% | Reduced |
| Freestone Capital Holdings, LLC | 37,378 | $1.92M | 0.09% | +28,589+325.3% | Added |
| First Business Financial Services, Inc. | 37,353 | $1.92M | 0.22% | +19,176+105.5% | Added |
| Winch Advisory Services, LLC | 37,007 | $1.90M | 0.63% | +946+2.6% | Added |
| Engineers Gate Manager LP | 36,945 | $1.90M | 0.05% | −94,005−71.8% | Reduced |
| Columbia Asset Management | 36,816 | $1.89M | 0.39% | −6,026−14.1% | Reduced |
| Perigon Wealth Management, LLC | 36,618 | $1.88M | 0.06% | +12,632+52.7% | Added |
| Insigneo Advisory Services, LLC | 36,539 | $1.88M | 0.26% | +61+0.2% | Added |
| Solidarilty Wealth, LLC | 36,510 | $1.88M | 0.68% | −24,406−40.1% | Reduced |
| Beach Investment Counsel Inc | 35,889 | $1.85M | 0.23% | −10,800−23.1% | Reduced |
| Horizon Investments, LLC | 35,847 | $1.83M | 0.05% | −1,768−4.7% | Reduced |
| Veriti Management LLC | 35,341 | $1.82M | 0.16% | +7,867+28.6% | Added |
| Creative Financial Designs Inc | 35,133 | $1.81M | 0.18% | +500+1.4% | Added |
| Stonebridge Capital Advisors LLC | 35,049 | $1.80M | 0.18% | −529−1.5% | Reduced |
| Agf Management Ltd | 34,769 | $1.79M | 0.01% | +10,360+42.4% | Added |
| United Capital Financial Advisers, LLC | 34,748 | $1.79M | 0.01% | −9,722−21.9% | Reduced |
| Miracle Mile Advisors, LLC | 34,119 | $1.76M | 0.05% | −14,344−29.6% | Reduced |
| Am Investment Strategies LLC | 33,736 | $1.74M | 0.49% | +1,178+3.6% | Added |
| Wellington Shields Capital Management, LLC | 33,586 | $1.73M | 0.22% | +31,379+1,421.8% | Added |
| Kovack Advisors, Inc. | 33,533 | $1.72M | 0.20% | +17,023+103.1% | Added |
| Sumitomo Life Insurance Co | 33,528 | $1.72M | 0.05% | −1,708−4.8% | Reduced |
| Selway Asset Management | 33,117 | $1.70M | 0.72% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 33,003 | $1.70M | 0.04% | +3,512+11.9% | Added |
| Birchbrook, Inc. | 32,964 | $1.70M | 1.12% | +32,964 | New |
| Kingswood Wealth Advisors, LLC | 32,870 | $1.69M | 0.19% | +32,870 | New |
| HB Wealth Management, LLC | 32,715 | $1.68M | 0.02% | +16,759+105.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 32,320 | $1.66M | 0.32% | +363+1.1% | Added |
| Umb Bank N A | 32,269 | $1.66M | 0.02% | −12,219−27.5% | Reduced |
| Profund Advisors LLC | 32,046 | $1.65M | 0.07% | +6,908+27.5% | Added |
| Wetherby Asset Management Inc | 32,018 | $1.65M | 0.09% | +5,285+19.8% | Added |
| DoubleLine ETF Adviser LP | 31,998 | $1.65M | 0.48% | +2,339+7.9% | Added |
| Ascent Group, LLC | 30,426 | $1.64M | 0.16% | +6,420+26.7% | Added |
| Culbertson A N & Co Inc | 31,669 | $1.63M | 0.30% | +870+2.8% | Added |
| Brevan Howard Capital Management LP | 31,630 | $1.63M | 0.16% | +34+0.1% | Added |
| Birmingham Capital Management Co Inc | 31,605 | $1.63M | 0.64% | −200−0.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 31,548 | $1.62M | 0.25% | +31,548 | New |
| Ashton Thomas Private Wealth, LLC | 31,537 | $1.62M | 0.10% | −23,445−42.6% | Reduced |
| InTrack Investment Management Inc | 31,526 | $1.62M | 1.22% | +3,856+13.9% | Added |
| Chiron Capital Management, LLC | 31,407 | $1.62M | 1.41% | −12,400−28.3% | Reduced |
| Processus Wealth & Capital Management, LLC | 31,287 | $1.61M | 1.61% | +31,287 | New |
| YHB Investment Advisors, Inc. | 30,897 | $1.59M | 0.15% | −6,344−17.0% | Reduced |
| Independent Financial Group, LLC | 30,776 | $1.58M | 0.08% | +5,306+20.8% | Added |
| MUFG Securities EMEA plc | 30,731 | $1.58M | 0.13% | −24,072−43.9% | Reduced |
| Belpointe Asset Management LLC | 30,678 | $1.58M | 0.14% | +2,125+7.4% | Added |
| FineMark National Bank & Trust | 30,504 | $1.57M | 0.06% | +15,744+106.7% | Added |
| Keybank National Association | 30,330 | $1.56M | 0.01% | +8,212+37.1% | Added |
| Altman Advisors, Inc. | 30,268 | $1.56M | 0.82% | +680+2.3% | Added |
| Sciencast Management LP | 30,223 | $1.55M | 0.85% | +30,223 | New |
| CTC LLC | 29,783 | $1.53M | 0.02% | −490,646−94.3% | Reduced |
| Carret Asset Management, LLC | 29,522 | $1.52M | 0.19% | −1,475−4.8% | Reduced |
| Round Hill Asset Management | 29,329 | $1.51M | 0.95% | +3,645+14.2% | Added |
| Robertson Stephens Wealth Management, LLC | 29,319 | $1.51M | 0.09% | +10,753+57.9% | Added |
| Pinnacle Holdings, LLC | 29,300 | $1.51M | 0.62% | +31+0.1% | Added |
| Transcend Wealth Collective, LLC | 29,230 | $1.50M | 0.13% | +7,531+34.7% | Added |
| CSS LLC | 29,226 | $1.50M | 0.12% | −1,000−3.3% | Reduced |
| SYSTM Wealth Solutions LLC | 28,905 | $1.49M | 0.21% | −143−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 28,860 | $1.48M | 0.51% | 00.0% | Unchanged |