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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 19,816 | $1.02M | 0.30% | +448+2.3% | Added |
| Tandem Capital Management Corp | 19,658 | $1.01M | 0.63% | −1,418−6.7% | Reduced |
| Inspire Trust Co, N.A. | 19,648 | $1.01M | 1.04% | +19,648 | New |
| World Equity Group, Inc. | 19,592 | $1.01M | 0.20% | +762+4.0% | Added |
| Oak Thistle LLC | 19,590 | $1.01M | 0.29% | +19,590 | New |
| Dakota Wealth Management | 19,562 | $1.01M | 0.04% | −3,515−15.2% | Reduced |
| Round Rock Advisors, LLC | 19,473 | $1.00M | 0.25% | +19,473 | New |
| Columbia Trust Co 01012016 | 19,379 | $996.9K | 0.45% | +1,772+10.1% | Added |
| Ironwood Investment Management LLC | 19,322 | $993.9K | 0.52% | +338+1.8% | Added |
| Greenleaf Trust | 19,315 | $993.6K | 0.01% | +1,464+8.2% | Added |
| Neo Ivy Capital Management | 19,206 | $988.0K | 2.21% | +19,206 | New |
| Prime Capital Investment Advisors, LLC | 19,069 | $980.9K | 0.01% | +2,459+14.8% | Added |
| Quadrant Private Wealth Management, LLC | 19,040 | $979.4K | 0.27% | +155+0.8% | Added |
| Sandy Spring Bank | 19,024 | $978.6K | 0.05% | −32,472−63.1% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $977.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 18,922 | $973.4K | 0.59% | +953+5.3% | Added |
| Meitav Dash Investments Ltd | 18,856 | $971.5K | 0.01% | −5,083−21.2% | Reduced |
| Martin & Co Inc | 18,849 | $969.6K | 0.24% | −801−4.1% | Reduced |
| Atlantic Union Bankshares Corp | 18,772 | $965.6K | 0.09% | +1,673+9.8% | Added |
| Coldstream Capital Management Inc | 18,750 | $964.5K | 0.03% | +7,968+73.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 18,724 | $963.0K | 0.02% | −3,722−16.6% | Reduced |
| Atomi Financial Group, Inc. | 18,709 | $962.4K | 0.13% | +6,359+51.5% | Added |
| Wealthcare Advisory Partners LLC | 18,698 | $961.8K | 0.04% | −771−4.0% | Reduced |
| Mork Capital Management, LLC | 18,640 | $958.8K | 0.59% | 00.0% | Unchanged |
| First National Trust Co | 18,596 | $956.6K | 0.04% | −508−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 18,516 | $952.5K | 0.07% | +498+2.8% | Added |
| Resources Management Corp | 18,430 | $948.0K | 0.14% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 18,420 | $948.0K | 0.58% | +18,420 | New |
| Carson Advisory Inc. | 18,313 | $942.0K | 0.73% | −820−4.3% | Reduced |
| Guardian Investment Management | 17,955 | $923.6K | 0.78% | −40−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 17,925 | $922.1K | 0.03% | +6,385+55.3% | Added |
| VELA Investment Management, LLC | 17,924 | $922.0K | 0.37% | +3,556+24.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $911.5K | 0.64% | 00.0% | Unchanged |
| Polianta Ltd | 17,700 | $910.0K | 0.53% | −6,300−26.3% | Reduced |
| Consilium Wealth Advisory, LLC | 17,611 | $905.9K | 0.54% | +2,932+20.0% | Added |
| Ostrum Asset Management | 17,605 | $905.6K | 0.08% | +74+0.4% | Added |
| Ignite Planners, LLC | 16,950 | $899.1K | 0.27% | −1,324−7.2% | Reduced |
| Bristlecone Advisors, LLC | 17,391 | $894.6K | 0.09% | +41+0.2% | Added |
| HCR Wealth Advisors | 17,339 | $891.9K | 0.14% | +2,892+20.0% | Added |
| Kingsview Wealth Management, LLC | 17,334 | $891.7K | 0.03% | −2,121−10.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,286 | $889.2K | 0.08% | −2,128−11.0% | Reduced |
| Sweet Financial Partners, LLC | 17,179 | $883.7K | 0.21% | +2,000+13.2% | Added |
| Oarsman Capital, Inc. | 17,139 | $881.6K | 0.23% | +475+2.9% | Added |
| CAPROCK Group, Inc. | 17,037 | $876.4K | 0.06% | −4,040−19.2% | Reduced |
| Jupiter Wealth Management LLC | 17,000 | $874.5K | 0.51% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,909 | $869.8K | 0.19% | +5,370+46.5% | Added |
| Relative Value Partners Group, LLC | 16,873 | $867.9K | 0.05% | −152−0.9% | Reduced |
| Commerzbank Aktiengesellschaft | 16,782 | $864.0K | 0.03% | +1,351+8.8% | Added |
| Legacy Capital Group California, Inc. | 16,711 | $859.6K | 0.33% | +1,896+12.8% | Added |
| Allworth Financial LP | 16,701 | $859.1K | 0.01% | +3,207+23.8% | Added |
| Coastwise Capital Group, LLC | 16,612 | $854.5K | 0.87% | −324−1.9% | Reduced |
| Somerset Trust Co | 16,484 | $847.9K | 0.37% | −786−4.6% | Reduced |
| Northern Oak Wealth Management Inc | 16,320 | $839.5K | 0.10% | +9,451+137.6% | Added |
| Gotham Asset Management, LLC | 16,299 | $838.4K | 0.02% | +543+3.4% | Added |
| Prudent Man Advisors, LLC | 16,284 | $837.6K | 0.31% | −13,079−44.5% | Reduced |
| Summit X, LLC | 16,226 | $834.7K | 0.24% | −11,164−40.8% | Reduced |
| DFPG Investments, LLC | 15,504 | $831.6K | 0.06% | −50,049−76.3% | Reduced |
| SeaCrest Wealth Management, LLC | 15,247 | $828.4K | 0.10% | −2,146−12.3% | Reduced |
| Paradigm Financial Partners, LLC | 16,094 | $827.9K | 0.20% | −1,795−10.0% | Reduced |
| IFP Advisors, Inc | 16,061 | $826.3K | 0.04% | −8,460−34.5% | Reduced |
| Jones Financial Companies LLLP | 16,035 | $824.9K | 0.00% | −1,516−8.6% | Reduced |
| Zuckerman Investment Group, LLC | 16,000 | $823.0K | 0.11% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15,991 | $822.6K | 0.10% | +984+6.6% | Added |
| Institute for Wealth Management, LLC. | 15,964 | $821.2K | 0.13% | −308−1.9% | Reduced |
| Camelot Portfolios, LLC | 15,955 | $820.7K | 0.49% | +1,941+13.9% | Added |
| SageView Advisory Group, LLC | 14,361 | $819.8K | 0.04% | +4,807+50.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 15,922 | $819.0K | 0.10% | −1,739−9.8% | Reduced |
| Essex Financial Services, Inc. | 15,771 | $811.3K | 0.08% | +254+1.6% | Added |
| Quadcap Wealth Management, LLC | 15,769 | $811.2K | 0.21% | +15,769 | New |
| Capital Group Investment Management Pte. Ltd. | 15,760 | $810.7K | 0.09% | +1,227+8.4% | Added |
| Mosley Wealth Management | 15,760 | $810.7K | 0.80% | +15,760 | New |
| Spirit of America Management Corp | 15,700 | $807.6K | 0.18% | −1,000−6.0% | Reduced |
| Castlekeep Investment Advisors LLC | 15,565 | $800.7K | 0.57% | +15,565 | New |
| CWA Asset Management Group, LLC | 15,529 | $798.8K | 0.05% | +1,614+11.6% | Added |
| Abundance Wealth Counselors | 15,504 | $798.0K | 0.21% | +462+3.1% | Added |
| Widmann Financial Services, Inc. | 15,481 | $796.4K | 0.72% | −468−2.9% | Reduced |
| Leo Wealth, LLC | 14,999 | $793.4K | 0.08% | +14,999 | New |
| Moors & Cabot, Inc. | 15,235 | $783.7K | 0.05% | −2,884−15.9% | Reduced |
| Privium Fund Management B.V. | 14,752 | $782.4K | 0.22% | −1,080−6.8% | Reduced |
| SeaBridge Investment Advisors LLC | 15,195 | $781.6K | 0.23% | −1,255−7.6% | Reduced |
| Coastal Investment Advisors, Inc. | 15,135 | $778.5K | 0.18% | −2,996−16.5% | Reduced |
| LM Advisors LLC | 15,082 | $775.8K | 0.16% | +15,082 | New |
| Invst, LLC | 14,255 | $774.7K | 0.10% | −857−5.7% | Reduced |
| Venture Visionary Partners LLC | 14,936 | $768.3K | 0.04% | −1,088−6.8% | Reduced |
| Bank Hapoalim BM | 14,825 | $763.0K | 0.10% | −2,605−14.9% | Reduced |
| Conning Inc. | 14,811 | $761.9K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,800 | $761.3K | 0.63% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,786 | $760.6K | 0.09% | −28−0.2% | Reduced |
| Summit Trail Advisors, LLC | 14,745 | $758.5K | 0.03% | +3,761+34.2% | Added |
| McDonald Partners LLC | 14,699 | $756.1K | 0.22% | +4,350+42.0% | Added |
| Portside Wealth Group, LLC | 14,669 | $754.5K | 0.14% | −1,768−10.8% | Reduced |
| Lake Street Advisors Group, LLC | 14,658 | $754.0K | 0.04% | +2,803+23.6% | Added |
| Sutton Place Investors LLC | 14,449 | $743.3K | 0.54% | +14,449 | New |
| Atlas Brown,Inc. | 14,430 | $742.3K | 0.31% | +259+1.8% | Added |
| Solitude Financial Services | 14,370 | $739.2K | 0.40% | +120+0.8% | Added |
| Lincoln National Corp | 14,313 | $736.3K | 0.01% | +1,062+8.0% | Added |
| Excalibur Management Corp | 14,313 | $736.3K | 0.35% | +295+2.1% | Added |
| Trust Point Inc. | 14,295 | $735.3K | 0.06% | +14,295 | New |
| LifePlan Financial, LLC | 14,199 | $730.4K | 0.73% | +14,199 | New |
| Rehmann Capital Advisory Group | 14,157 | $728.3K | 0.06% | +63+0.4% | Added |