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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 1,510 | $106.0K | 0.01% | +255+20.3% | Added |
| SOA Wealth Advisors, LLC. | 1,518 | $106.0K | 0.03% | +362+31.3% | Added |
| Webster Bank, N. A. | 1,535 | $108.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,584 | $111.0K | 0.07% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,607 | $113.0K | 0.08% | +11+0.7% | Added |
| Optimum Investment Advisors | 1,633 | $115.0K | 0.05% | −3,347−67.2% | Reduced |
| Gemmer Asset Management LLC | 1,652 | $116.0K | 0.02% | +10+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,666 | $117.0K | 0.05% | 00.0% | Unchanged |
| Cordant, Inc. | 1,672 | $117.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,669 | $117.0K | 0.02% | +384+29.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,680 | $118.0K | 0.03% | +109+6.9% | Added |
| JFS Wealth Advisors, LLC | 1,686 | $118.0K | 0.01% | +437+35.0% | Added |
| Duncker Streett & Co Inc | 1,715 | $120.0K | 0.02% | +2+0.1% | Added |
| CKW Financial Group | 1,700 | $121.0K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,877 | $130.0K | 0.01% | −84−4.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,849 | $130.0K | 0.07% | +6+0.3% | Added |
| Rock Creek Group, LP | 1,879 | $132.0K | 0.02% | −1,312−41.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,875 | $132.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,897 | $133.0K | 0.03% | +358+23.3% | Added |
| Smithfield Trust Co | 1,912 | $134.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,964 | $138.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,986 | $139.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,006 | $141.0K | 0.04% | +189+10.4% | Added |
| Sierra Capital LLC | 2,074 | $146.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,074 | $146.0K | 0.04% | +172+9.0% | Added |
| Sargent Bickham Lagudis LLC | 2,102 | $148.0K | 0.01% | +192+10.1% | Added |
| Highlander Capital Management, LLC | 2,130 | $149.0K | 0.08% | 00.0% | Unchanged |
| CNB Bank | 2,194 | $154.0K | 0.09% | −734−25.1% | Reduced |
| Crescent Capital Consulting, LLC | 2,200 | $154.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,253 | $158.0K | 0.06% | +238+11.8% | Added |
| City Holding Co | 2,284 | $160.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 2,333 | $164.0K | 0.03% | +1,406+151.7% | Added |
| First Command Financial Services, Inc. | 2,333 | $164.0K | 0.03% | +1,406+151.7% | Added |
| Silvant Capital Management LLC | 2,386 | $167.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,402 | $169.0K | 0.04% | −2,532−51.3% | Reduced |
| Fortis Advisors, LLC | 2,423 | $170.0K | 0.10% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,464 | $173.0K | 0.01% | +420+20.5% | Added |
| West Branch Capital LLC | 2,490 | $175.0K | 0.08% | −92−3.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,522 | $177.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,571 | $180.0K | 0.12% | +283+12.4% | Added |
| Eagle Bay Advisors LLC | 2,593 | $181.0K | 0.11% | +826+46.7% | Added |
| Adirondack Trust Co | 2,635 | $182.0K | 0.09% | +167+6.8% | Added |
| TD Ameritrade Investment Management, LLC | 4,257 | $184.0K | 0.00% | +34+0.8% | Added |
| Evolution Wealth Advisors, LLC | 2,615 | $184.0K | 0.04% | +150+6.1% | Added |
| Bartlett & Co. LLC | 2,699 | $189.0K | 0.00% | −85−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,699 | $189.4K | 0.00% | −85−3.1% | Reduced |
| Caldwell Trust Co | 2,726 | $191.3K | 0.02% | −73−2.6% | Reduced |
| Centerpoint Advisors, LLC | 2,744 | $193.0K | 0.09% | +10.0% | Added |
| Accel Wealth Management | 2,769 | $194.0K | 0.13% | +7+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 2,770 | $194.0K | 0.09% | +2,770 | New |
| Wolverine Asset Management LLC | 2,794 | $196.0K | 0.00% | +2,794 | New |
| WMS Partners, LLC | 2,853 | $200.0K | 0.03% | −146−4.9% | Reduced |
| Patron Partners Advisors, LLC | 2,850 | $200.0K | 0.15% | +2,850 | New |
| Camelot Portfolios, LLC | 2,885 | $202.0K | 0.10% | −500−14.8% | Reduced |
| Kavar Capital Partners Group, LLC | 2,880 | $202.0K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,877 | $202.0K | 0.00% | +2,877 | New |
| Beta Wealth Group, Inc. | 2,900 | $203.0K | 0.15% | −100−3.3% | Reduced |
| Edgestream Partners, L.P. | 2,895 | $203.0K | 0.01% | +2,895 | New |
| Symphony Financial, Ltd. Co. | 2,843 | $203.0K | 0.07% | +2,843 | New |
| Claret Asset Management Corp | 2,909 | $204.0K | 0.03% | −28−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 2,905 | $204.0K | 0.08% | 00.0% | Unchanged |
| Titus Wealth Management | 2,889 | $204.0K | 0.11% | +2+0.1% | Added |
| Claro Advisors LLC | 2,914 | $204.0K | 0.09% | +2,914 | New |
| Sutton Wealth Advisors Inc. | 2,909 | $204.2K | 0.08% | +12+0.4% | Added |
| Bell Bank | 2,925 | $205.0K | 0.03% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,924 | $205.0K | 0.12% | 00.0% | Unchanged |
| King Wealth | 2,953 | $207.0K | 0.04% | +2,953 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,958 | $208.0K | 0.00% | −268−8.3% | Reduced |
| Fusion Capital, LLC | 2,957 | $208.0K | 0.12% | +2,957 | New |
| Resonant Capital Advisors, LLC | 2,974 | $209.0K | 0.04% | +2,974 | New |
| MV Capital Management, Inc. | 2,988 | $210.0K | 0.03% | +556+22.9% | Added |
| Rossmore Private Capital | 3,008 | $211.0K | 0.04% | +100+3.4% | Added |
| Gray Wealth Management Inc. | 3,003 | $211.0K | 0.12% | +3,003 | New |
| Sunflower Bank, N.A. | 3,026 | $212.0K | 0.03% | −1,316−30.3% | Reduced |
| Quantinno Capital Management LP | 3,037 | $213.0K | 0.24% | 00.0% | Unchanged |
| Cypress Capital Group | 3,032 | $213.0K | 0.03% | +3,032 | New |
| Good Life Advisors, LLC | 3,046 | $214.0K | 0.03% | +3,046 | New |
| Edge Capital Group, LLC | 3,044 | $214.0K | 0.02% | +3,044 | New |
| Northeast Financial Consultants Inc | 3,076 | $216.0K | 0.01% | +208+7.3% | Added |
| Hamilton Capital, LLC | 3,087 | $217.0K | 0.02% | +3,087 | New |
| Stonnington Group, LLC | 3,017 | $218.0K | 0.05% | −520−14.7% | Reduced |
| Brown Brothers Harriman & Co | 3,104 | $218.0K | 0.00% | +1,216+64.4% | Added |
| RMR Wealth Builders | 3,135 | $220.0K | 0.06% | −95−2.9% | Reduced |
| Bulltick Wealth Management, LLC | 3,159 | $221.7K | 0.05% | −1,200−27.5% | Reduced |
| Global Retirement Partners, LLC | 3,161 | $222.0K | 0.02% | +235+8.0% | Added |
| Oakworth Capital, Inc. | 3,179 | $223.0K | 0.02% | −2,159−40.4% | Reduced |
| Lee Danner & Bass Inc | 3,175 | $223.0K | 0.02% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,171 | $223.0K | 0.14% | +225+7.6% | Added |
| New Jersey Better Educational Savings Trust | 3,211 | $225.0K | 0.45% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,205 | $225.0K | 0.05% | +3,205 | New |
| Cambridge Trust Co | 3,215 | $226.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,219 | $226.0K | 0.10% | +30+0.9% | Added |
| Old North State Trust, LLC | 3,214 | $226.0K | 0.20% | +199+6.6% | Added |
| IFG Advisory, LLC | 3,232 | $226.0K | 0.02% | +308+10.5% | Added |
| Ayalon Holdings Ltd. | 3,200 | $228.0K | 0.08% | −1,260−28.3% | Reduced |
| GFS Advisors, LLC | 3,248 | $228.0K | 0.05% | −125−3.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,270 | $229.0K | 0.04% | −287−8.1% | Reduced |
| Salzhauer Michael | 3,265 | $229.0K | 0.10% | −10.0% | Reduced |
| Winthrop Advisory Group LLC | 3,266 | $229.0K | 0.05% | +210+6.9% | Added |
| YorkBridge Wealth Partners, LLC | 3,289 | $231.0K | 0.06% | −10,001−75.3% | Reduced |