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; 2,643 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, Q3 2021
Institutional positions in Citigroup Inc as of Sep 30, 2021. 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
- 1,727
- +47 vs. Q2 2021
- Shares held
- 1.49B
- −48.7M (−3.2%) vs. Q2 2021
- Total value
- $104.8B
- −$4.25B (−3.9%) vs. Q2 2021
- New holders
- 135
- 728 more added
- Sold out
- 88
- 624 more reduced
25 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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 | 2,643 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 389 | $27.0K | 0.02% | −38−8.9% | Reduced |
| Clean Yield Group | 383 | $27.0K | 0.01% | +183+91.5% | Added |
| Benjamin Edwards Inc | 389 | $27.0K | 0.02% | +389 | New |
| Stonebridge Financial Planning Group, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 400 | $28.0K | 0.01% | +400 | New |
| Tower View Investment Management & Research LLC | 400 | $28.0K | 0.02% | +400 | New |
| First Bank & Trust | 417 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 415 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 410 | $29.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 426 | $30.0K | 0.01% | +5+1.2% | Added |
| Country Trust Bank | 439 | $31.0K | 0.00% | +209+90.9% | Added |
| Raffa Wealth Management, LLC | 442 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sage Financial Group Inc | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 461 | $32.0K | 0.01% | +129+38.9% | Added |
| NuWave Investment Management, LLC | 457 | $32.0K | 0.04% | +457 | New |
| Pacitti Group Inc. | 466 | $33.0K | 0.02% | −33−6.6% | Reduced |
| Ogorek Anthony Joseph | 476 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 496 | $34.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 481 | $34.0K | 0.03% | +3+0.6% | Added |
| Horrell Capital Management, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| JBF Capital, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 495 | $35.0K | 0.02% | +302+156.5% | Added |
| Cahill Financial Advisors Inc | 500 | $35.0K | 0.01% | +500 | New |
| Meridian Wealth Partners, LLC | 509 | $36.0K | 0.01% | +509 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 527 | $37.0K | 0.00% | −244−31.6% | Reduced |
| Valley National Advisers Inc | 537 | $38.0K | 0.01% | −216−28.7% | Reduced |
| Resolute Partners Group | 541 | $38.0K | 0.01% | +13+2.5% | Added |
| CVA Family Office, LLC | 907 | $39.0K | 0.03% | −2,019−69.0% | Reduced |
| Annapolis Financial Services, LLC | 555 | $39.0K | 0.01% | +305+122.0% | Added |
| Credential Qtrade Securities Inc. | 560 | $39.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 566 | $39.7K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 566 | $40.0K | 0.03% | −65−10.3% | Reduced |
| Hall Laurie J Trustee | 570 | $40.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 564 | $40.0K | 0.00% | +94+20.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 572 | $40.1K | 0.01% | +572 | New |
| Liberty Wealth Management LLC | 591 | $41.0K | 0.01% | +122+26.0% | Added |
| Cranbrook Wealth Management, LLC | 616 | $43.0K | 0.01% | +21+3.5% | Added |
| Hudock, Inc. | 638 | $44.0K | 0.01% | +4+0.6% | Added |
| Charter Oak Capital Management, LLC | 657 | $46.0K | 0.01% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 667 | $47.0K | 0.03% | −100−13.0% | Reduced |
| Logan Capital Management Inc | 665 | $47.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 675 | $47.0K | 0.00% | +575+575.0% | Added |
| RWM Asset Management, LLC | 670 | $47.0K | 0.01% | +670 | New |
| Rocky Mountain Advisers, LLC | 700 | $49.0K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $49.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 713 | $50.0K | 0.00% | +713 | New |
| Guidance Point Advisors, LLC | 712 | $50.0K | 0.02% | +712 | New |
| Dividend Assets Capital, LLC | 745 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 739 | $52.0K | 0.01% | +55+8.0% | Added |
| Acima Private Wealth, LLC | 760 | $53.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 750 | $53.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 764 | $53.0K | 0.03% | +764 | New |
| Mascoma Wealth Management LLC | 763 | $54.0K | 0.02% | +763 | New |
| Ellis Investment Partners, LLC | 793 | $55.0K | 0.01% | +5+0.6% | Added |
| Lee Financial Co | 783 | $55.0K | 0.01% | +257+48.9% | Added |
| First Financial Corp | 800 | $56.0K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $56.0K | 0.01% | +800 | New |
| Bellwether Advisors, LLC | 820 | $57.0K | 0.02% | −13,541−94.3% | Reduced |
| Sittner & Nelson, LLC | 845 | $59.0K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 840 | $59.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 852 | $60.0K | 0.03% | −86−9.2% | Reduced |
| Bollard Group LLC | 862 | $60.0K | 0.00% | +6+0.7% | Added |
| Joseph P. Lucia & Associates, LLC | 849 | $60.0K | 0.04% | −19−2.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 874 | $61.0K | 0.01% | +2+0.2% | Added |
| JNBA Financial Advisors | 886 | $62.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 882 | $62.0K | 0.03% | +2+0.2% | Added |
| Key Financial Inc | 929 | $65.0K | 0.04% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 942 | $66.0K | 0.05% | +17+1.8% | Added |
| West Paces Advisors Inc. | 967 | $67.9K | 0.02% | −550−36.3% | Reduced |
| Kowal Investment Group, LLC | 989 | $69.0K | 0.02% | +989 | New |
| Tucker Asset Management LLC | 1,000 | $69.2K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,002 | $70.0K | 0.00% | −261−20.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 999 | $70.0K | 0.05% | +922+1,197.4% | Added |
| Earnest Partners LLC | 1,033 | $72.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,038 | $73.0K | 0.02% | −139−11.8% | Reduced |
| Column Capital Advisors, LLC | 1,050 | $74.0K | 0.02% | 00.0% | Unchanged |
| Motco | 1,081 | $76.0K | 0.00% | +198+22.4% | Added |
| Kings Point Capital Management | 1,076 | $76.0K | 0.01% | +493+84.6% | Added |
| Center for Financial Planning, Inc. | 1,095 | $77.0K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,123 | $79.0K | 0.06% | +1,123 | New |
| Monetary Management Group Inc | 1,145 | $80.0K | 0.02% | +500+77.5% | Added |
| Atlas Capital Advisors LLC | 1,161 | $81.5K | 0.01% | −2,739−70.2% | Reduced |
| AllSquare Wealth Management LLC | 1,167 | $82.0K | 0.05% | −3,550−75.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,200 | $84.2K | 0.10% | +400+50.0% | Added |
| Addison Advisors LLC | 1,215 | $85.0K | 0.07% | +10+0.8% | Added |
| Delta Asset Management LLC | 1,219 | $86.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,240 | $87.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,265 | $89.0K | 0.06% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,327 | $93.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,324 | $93.0K | 0.04% | +253+23.6% | Added |
| Avion Wealth | 1,351 | $95.0K | 0.03% | +9+0.7% | Added |
| Reilly Financial Advisors, LLC | 1,372 | $96.0K | 0.01% | +106+8.4% | Added |
| Clearview Wealth Advisors LLC | 1,412 | $99.0K | 0.06% | +7+0.5% | Added |
| Baystate Wealth Management LLC | 1,406 | $99.0K | 0.01% | +136+10.7% | Added |
| Fieldpoint Private Securities, LLC | 1,408 | $99.0K | 0.02% | +273+24.1% | Added |
| JCIC Asset Management Inc. | 1,480 | $104.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,475 | $104.0K | 0.02% | −261−15.0% | Reduced |
| Peoples Financial Services Corp. | 1,486 | $104.0K | 0.04% | 00.0% | Unchanged |