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 |
|---|---|---|---|---|---|
| TrueMark Investments, LLC | 28,754 | $1.48M | 1.47% | +28,754 | New |
| Great Valley Advisor Group, Inc. | 28,681 | $1.48M | 0.05% | +12,520+77.5% | Added |
| Regal Investment Advisors LLC | 28,655 | $1.47M | 0.11% | −1,343−4.5% | Reduced |
| Stratos Wealth Partners, LTD. | 28,056 | $1.44M | 0.03% | +176+0.6% | Added |
| Graham Capital Management, L.P. | 27,999 | $1.44M | 0.05% | −212,339−88.4% | Reduced |
| Bleakley Financial Group, LLC | 27,791 | $1.43M | 0.05% | +4,047+17.0% | Added |
| Sawtooth Solutions, LLC | 27,791 | $1.43M | 0.04% | +4,150+17.6% | Added |
| Intrua Financial, LLC | 27,788 | $1.43M | 0.22% | +3,465+14.2% | Added |
| Columbus Macro, LLC | 27,598 | $1.43M | 0.56% | +1,420+5.4% | Added |
| Edgestream Partners, L.P. | 27,629 | $1.42M | 0.10% | +6,736+32.2% | Added |
| Trust Asset Management LLC | 27,234 | $1.40M | 0.14% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 27,197 | $1.40M | 0.06% | −8,450−23.7% | Reduced |
| NEOS Investment Management LLC | 27,129 | $1.40M | 0.13% | +7,011+34.8% | Added |
| Schechter Investment Advisors, LLC | 26,946 | $1.39M | 0.12% | +2,120+8.5% | Added |
| Caxton Associates LP | 26,896 | $1.38M | 0.07% | −9,208−25.5% | Reduced |
| Quest Partners LLC | 26,809 | $1.38M | 0.29% | +26,809 | New |
| Wellington Shields & Co., LLC | 26,491 | $1.36M | 0.50% | −837−3.1% | Reduced |
| Philadelphia Trust Co | 26,427 | $1.36M | 0.13% | +26,427 | New |
| Allen Wealth Management, LLC | 26,301 | $1.35M | 1.32% | +26,301 | New |
| Sowell Financial Services LLC | 26,282 | $1.35M | 0.07% | −13,478−33.9% | Reduced |
| Advisors Management Group Inc | 26,213 | $1.35M | 0.37% | +1,308+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.34M | 0.47% | 00.0% | Unchanged |
| Forum Financial Management, LP | 26,086 | $1.34M | 0.03% | +921+3.7% | Added |
| DT Investment Partners, LLC | 23,489 | $1.34M | 0.15% | −498−2.1% | Reduced |
| M Holdings Securities, Inc. | 25,982 | $1.34M | 0.15% | +25,982 | New |
| Bell & Brown Wealth Advisors, LLC | 25,945 | $1.33M | 0.62% | +25,945 | New |
| Insight Inv LLC | 25,860 | $1.33M | 1.30% | −400−1.5% | Reduced |
| Clearstead Advisors, LLC | 25,847 | $1.33M | 0.07% | +17,445+207.6% | Added |
| Principal Securities, Inc. | 25,613 | $1.32M | 0.05% | +25,613 | New |
| Savant Capital, LLC | 25,297 | $1.30M | 0.02% | +3,374+15.4% | Added |
| Moody National Bank Trust Division | 24,891 | $1.28M | 0.10% | −28,387−53.3% | Reduced |
| Capstone Investment Advisors, LLC | 24,743 | $1.27M | 0.02% | −175,871−87.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.27M | 0.07% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 24,630 | $1.27M | 0.02% | +200+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 24,458 | $1.26M | 0.03% | −248−1.0% | Reduced |
| Naviter Wealth, LLC | 24,404 | $1.26M | 0.25% | −264−1.1% | Reduced |
| American State Bank (Iowa) | 24,354 | $1.25M | 0.80% | +802+3.4% | Added |
| Lineweaver Wealth Advisors, LLC | 24,209 | $1.25M | 0.32% | +10,087+71.4% | Added |
| Marex Group plc | 24,202 | $1.24M | 0.05% | −31,439−56.5% | Reduced |
| Equitable Trust Co | 24,053 | $1.24M | 0.09% | +5,861+32.2% | Added |
| Penobscot Investment Management Company, Inc. | 23,970 | $1.23M | 0.14% | +3,400+16.5% | Added |
| Granite Investment Partners, LLC | 23,932 | $1.23M | 0.05% | −1,497−5.9% | Reduced |
| Meeder Advisory Services, Inc. | 23,770 | $1.22M | 0.14% | −1,549−6.1% | Reduced |
| Boyar Asset Management Inc. | 23,669 | $1.22M | 0.91% | −2,546−9.7% | Reduced |
| Colony Group, LLC | 23,610 | $1.21M | 0.02% | +23,610 | New |
| HighPoint Advisor Group LLC | 19,860 | $1.21M | 0.09% | +19,860 | New |
| Cooper Financial Group | 23,442 | $1.21M | 0.22% | +1,769+8.2% | Added |
| Salzhauer Michael | 23,438 | $1.21M | 1.08% | +14,857+173.1% | Added |
| Stoneridge Investment Partners LLC | 23,404 | $1.20M | 0.51% | −42,962−64.7% | Reduced |
| Stevens Capital Management LP | 23,406 | $1.20M | 0.30% | +4,074+21.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 23,260 | $1.20M | 0.54% | −2,000−7.9% | Reduced |
| Vident Advisory, LLC | 23,014 | $1.18M | 0.03% | −877−3.7% | Reduced |
| Mystic Asset Management, Inc. | 22,886 | $1.18M | 0.56% | +398+1.8% | Added |
| PSI Advisors, LLC | 22,881 | $1.18M | 0.44% | −1,145−4.8% | Reduced |
| New Century Financial Group, LLC | 22,649 | $1.17M | 1.01% | +22,649 | New |
| Signaturefd, LLC | 22,595 | $1.16M | 0.03% | +205+0.9% | Added |
| GFG Capital, LLC | 22,435 | $1.15M | 0.31% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 22,434 | $1.15M | 0.09% | +3,773+20.2% | Added |
| We Are One Seven, LLC | 22,407 | $1.15M | 0.07% | −837−3.6% | Reduced |
| SRN Advisors, LLC | 22,319 | $1.15M | 1.03% | +2,616+13.3% | Added |
| Mesirow Financial Investment Management, Inc. | 22,284 | $1.15M | 0.04% | +22,284 | New |
| Canandaigua National Bank & Trust Co | 22,268 | $1.15M | 0.18% | −1,434−6.1% | Reduced |
| Chicago Trust Co NA | 22,211 | $1.14M | 0.25% | −8,087−26.7% | Reduced |
| First Hawaiian Bank | 22,209 | $1.14M | 0.04% | −156−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 22,048 | $1.13M | 0.02% | +7,123+47.7% | Added |
| Snowden Capital Advisors LLC | 22,029 | $1.13M | 0.04% | −22,045−50.0% | Reduced |
| CIBC Private Wealth Group, LLC | 21,870 | $1.12M | 0.00% | +479+2.2% | Added |
| Barry Investment Advisors, LLC | 21,818 | $1.12M | 0.38% | −2,081−8.7% | Reduced |
| Gold Investment Management Ltd. | 21,810 | $1.12M | 0.48% | +21,810 | New |
| Retirement Planning Co of New England, Inc. | 21,599 | $1.11M | 0.50% | +1,026+5.0% | Added |
| Game Creek Capital, LP | 21,500 | $1.11M | 0.64% | +5,250+32.3% | Added |
| Transatlantique Private Wealth LLC | 21,362 | $1.10M | 0.51% | −1,380−6.1% | Reduced |
| Jacobi Capital Management LLC | 21,360 | $1.10M | 0.11% | +264+1.3% | Added |
| Ameritas Investment Partners, Inc. | 21,318 | $1.10M | 0.04% | −957−4.3% | Reduced |
| Shelton Capital Management | 21,308 | $1.10M | 0.03% | −8,855−29.4% | Reduced |
| Duff & Phelps Investment Management Co | 21,286 | $1.09M | 0.01% | 00.0% | Unchanged |
| Altrafin AG | 21,200 | $1.09M | 0.42% | −21,000−49.8% | Reduced |
| Credit Agricole S A | 21,197 | $1.09M | 0.02% | −319,570−93.8% | Reduced |
| Abn Amro Investment Solutions | 21,153 | $1.09M | 0.02% | −3,378−13.8% | Reduced |
| Connectus Wealth, LLC | 21,007 | $1.08M | 0.02% | −7,680−26.8% | Reduced |
| Ameritas Advisory Services, LLC | 20,688 | $1.08M | 0.06% | −787−3.7% | Reduced |
| White Pine Capital LLC | 20,906 | $1.08M | 0.41% | −1,631−7.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,903 | $1.08M | 0.03% | −6,853−24.7% | Reduced |
| Huntington National Bank | 20,884 | $1.07M | 0.01% | −701−3.2% | Reduced |
| Criterion Capital Advisors, LLC | 20,831 | $1.07M | 0.78% | +20,831 | New |
| Regions Financial Corp | 20,782 | $1.07M | 0.01% | −2,439−10.5% | Reduced |
| HAP Trading, LLC | 20,770 | $1.07M | 0.31% | −59,040−74.0% | Reduced |
| Dana Investment Advisors, Inc. | 20,656 | $1.06M | 0.05% | +638+3.2% | Added |
| Centaurus Financial, Inc. | 20,639 | $1.06M | 0.08% | −1,534−6.9% | Reduced |
| Lido Advisors, LLC | 20,512 | $1.06M | 0.01% | −3,980−16.3% | Reduced |
| Meridian Wealth Management, LLC | 20,474 | $1.05M | 0.07% | −155,102−88.3% | Reduced |
| Cigna Investments Inc | 20,411 | $1.05M | 0.22% | −416−2.0% | Reduced |
| E&G Advisors, LP | 20,360 | $1.05M | 0.37% | −4,035−16.5% | Reduced |
| Gryphon Financial Partners LLC | 15,561 | $1.04M | 0.18% | +10,632+215.7% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.03M | 0.14% | +12,000+150.0% | Added |
| Monaco Asset Management SAM | 20,000 | $1.03M | 0.40% | +20,000 | New |
| Connective Portfolio Management, LLC | 20,000 | $1.03M | 2.10% | +20,000 | New |
| Basswood Capital Management, L.L.C. | 19,920 | $1.02M | 0.07% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 19,910 | $1.02M | 0.23% | −257−1.3% | Reduced |
| Pflug Koory, LLC | 19,884 | $1.02M | 0.54% | 00.0% | Unchanged |