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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 3,285 | $231.0K | 0.07% | +141+4.5% | Added |
| Q Capital Solutions | 3,300 | $232.0K | 0.17% | −5,275−61.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,340 | $234.0K | 0.05% | −98−2.9% | Reduced |
| Noesis Capital Mangement Corp | 3,349 | $235.0K | 0.05% | +84+2.6% | Added |
| Garrison Point Advisors, LLC | 3,370 | $237.0K | 0.17% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,374 | $237.0K | 0.16% | +82+2.5% | Added |
| Rosenberg Matthew Hamilton | 3,389 | $238.0K | 0.09% | +449+15.3% | Added |
| Parcion Private Wealth LLC | 3,313 | $239.0K | 0.02% | −262−7.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,412 | $239.0K | 0.02% | −50−1.4% | Reduced |
| Koss-Olinger Consulting, LLC | 3,434 | $241.0K | 0.04% | +46+1.4% | Added |
| Pallas Capital Advisors LLC | 3,499 | $241.0K | 0.03% | +3,499 | New |
| Beirne Wealth Consulting Services, LLC | 3,476 | $244.0K | 0.14% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,495 | $245.0K | 0.09% | −279−7.4% | Reduced |
| Resource Management, LLC | 3,491 | $245.0K | 0.03% | +10.0% | Added |
| Wealth Quarterback LLC | 3,499 | $246.0K | 0.16% | +79+2.3% | Added |
| CPWM, LLC | 3,519 | $247.0K | 0.02% | −105−2.9% | Reduced |
| Sightline Wealth Advisors, LLC | 3,553 | $249.0K | 0.21% | +25+0.7% | Added |
| Clear Creek Financial Management, LLC | 3,544 | $249.0K | 0.04% | +167+4.9% | Added |
| Gitterman Wealth Management, LLC | 3,562 | $250.0K | 0.20% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,823 | $251.0K | 0.01% | −3,243−35.8% | Reduced |
| CWA Asset Management Group, LLC | 3,582 | $251.0K | 0.02% | +284+8.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,583 | $251.0K | 0.06% | +3,583 | New |
| Bard Financial Services, Inc. | 3,595 | $252.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 3,584 | $252.0K | 0.03% | +111+3.2% | Added |
| Covenant Multifamily Offices, LLC | 3,469 | $252.0K | 0.05% | +370+11.9% | Added |
| BLB&B Advisors, LLC | 3,598 | $253.0K | 0.02% | +36+1.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,619 | $254.0K | 0.20% | −10.0% | Reduced |
| Blueprint Investment Partners LLC | 3,622 | $254.0K | 0.13% | +3,622 | New |
| Gables Capital Management Inc. | 3,650 | $256.0K | 0.17% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 3,523 | $256.0K | 0.14% | −107−2.9% | Reduced |
| Paradigm Financial Partners, LLC | 3,554 | $257.0K | 0.06% | +518+17.1% | Added |
| Pinnacle Bancorp, Inc. | 3,688 | $259.0K | 0.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,705 | $260.0K | 0.05% | +172+4.9% | Added |
| Summit Financial, LLC | 3,753 | $263.4K | 0.02% | +3,753 | New |
| Wilkinson Global Asset Management LLC | 3,765 | $264.0K | 0.02% | −280−6.9% | Reduced |
| Lafayette Investments, Inc. | 3,761 | $264.0K | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,766 | $264.0K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,755 | $264.0K | 0.02% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 3,780 | $265.0K | 0.03% | +8+0.2% | Added |
| Voya Financial Advisors, Inc. | 3,718 | $266.0K | 0.03% | +209+6.0% | Added |
| LVZ Advisors, Inc. | 3,847 | $270.0K | 0.04% | +98+2.6% | Added |
| West Chester Capital Advisors, Inc | 3,855 | $271.0K | 0.21% | 00.0% | Unchanged |
| Phocas Financial Corp. | 3,857 | $271.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,875 | $272.0K | 0.01% | −215−5.3% | Reduced |
| Park National Corp | 3,880 | $272.0K | 0.01% | −2−0.1% | Reduced |
| Telemus Capital, LLC | 3,880 | $272.0K | 0.02% | +3,880 | New |
| Private Capital Group, LLC | 3,909 | $274.0K | 0.06% | +124+3.3% | Added |
| Summit Financial Wealth Advisors, LLC | 3,900 | $274.0K | 0.06% | +3,900 | New |
| Beaumont Financial Partners, LLC | 3,918 | $275.0K | 0.02% | −3,804−49.3% | Reduced |
| Pavion Blue Capital, LLC | 3,921 | $275.0K | 0.17% | −238−5.7% | Reduced |
| Humankind Investments LLC | 3,920 | $275.0K | 0.13% | +3,920 | New |
| First Nebraska Trust Co | 3,929 | $275.7K | 0.04% | +350+9.8% | Added |
| Bahl & Gaynor Inc | 3,945 | $277.0K | 0.00% | −2,300−36.8% | Reduced |
| Lakeview Capital Partners, LLC | 3,944 | $277.0K | 0.13% | +302+8.3% | Added |
| Waller Financial Planning Group, Inc | 3,940 | $277.0K | 0.07% | +3,940 | New |
| Legacy Financial Advisors, Inc. | 3,958 | $278.0K | 0.07% | +889+29.0% | Added |
| Tuttle Tactical Management | 3,966 | $278.0K | 0.32% | +1,044+35.7% | Added |
| Eads & Heald Wealth Management | 3,972 | $279.0K | 0.13% | +95+2.5% | Added |
| First Dallas Securities Inc. | 3,975 | $279.0K | 0.19% | +100+2.6% | Added |
| Capital International Sarl | 3,996 | $280.0K | 0.02% | −577−12.6% | Reduced |
| CMG Global Holdings, LLC | 4,049 | $284.0K | 0.21% | −348−7.9% | Reduced |
| Check Capital Management Inc | 4,048 | $284.0K | 0.02% | +3+0.1% | Added |
| Legacy Wealth Planning, LLC | 4,049 | $284.0K | 0.32% | 00.0% | Unchanged |
| Highland Private Wealth Management | 4,042 | $284.0K | 0.04% | +290+7.7% | Added |
| Platform Technology Partners | 4,063 | $285.0K | 0.13% | −517−11.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,000 | $286.0K | 0.04% | −1,001−20.0% | Reduced |
| Atwood & Palmer Inc | 4,082 | $286.0K | 0.03% | −215−5.0% | Reduced |
| Cable Hill Partners, LLC | 4,080 | $287.0K | 0.07% | −210−4.9% | Reduced |
| Lavaca Capital LLC | 4,108 | $288.0K | 0.14% | +1,000+32.2% | Added |
| Roble, Belko & Company, Inc | 4,113 | $289.0K | 0.06% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 4,138 | $290.0K | 0.27% | +20+0.5% | Added |
| Mark Stevens | 4,126 | $290.0K | 0.03% | +42+1.0% | Added |
| Hayek Kallen Investment Management | 4,153 | $291.0K | 0.13% | +4,153 | New |
| Cahaba Wealth Management, Inc. | 4,149 | $291.0K | 0.04% | +4,149 | New |
| Beaton Management Co. Inc. | 4,162 | $292.0K | 0.19% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,189 | $293.0K | 0.07% | +4,189 | New |
| Halbert Hargrove Global Advisors, LLC | 4,184 | $294.0K | 0.02% | +55+1.3% | Added |
| Zions Bancorporation, N.A. | 4,193 | $294.0K | 0.03% | +836+24.9% | Added |
| 55I, LLC | 4,195 | $294.0K | 0.01% | +4,195 | New |
| Ssi Investment Management LLC | 4,186 | $295.0K | 0.02% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 4,204 | $295.0K | 0.08% | +115+2.8% | Added |
| Stokes Family Office, LLC | 4,212 | $296.0K | 0.04% | +470+12.6% | Added |
| Joel Isaacson & Co., LLC | 4,232 | $297.0K | 0.02% | +285+7.2% | Added |
| Bond & Devick Financial Network, Inc. | 4,225 | $297.0K | 0.25% | +4,225 | New |
| Kempen Capital Management N.V. | 4,261 | $299.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 4,278 | $300.0K | 0.04% | +357+9.1% | Added |
| Sage Mountain Advisors LLC | 4,284 | $301.0K | 0.04% | +289+7.2% | Added |
| Csenge Advisory Group | 4,236 | $302.0K | 0.03% | −345−7.5% | Reduced |
| Stableford Capital II LLC | 4,294 | $304.0K | 0.15% | −7,302−63.0% | Reduced |
| Cottage Street Advisors LLC | 4,333 | $304.0K | 0.20% | +10.0% | Added |
| RNC Capital Management LLC | 4,346 | $305.0K | 0.02% | −500−10.3% | Reduced |
| Meridian Wealth Advisors, LLC | 4,349 | $305.0K | 0.08% | +113+2.7% | Added |
| Costello Asset Management, INC | 4,360 | $306.0K | 0.20% | −344−7.3% | Reduced |
| New England Investment & Retirement Group, Inc. | 4,392 | $308.0K | 0.07% | +663+17.8% | Added |
| E Fund Management Co., Ltd. | 4,394 | $308.0K | 0.01% | +4,394 | New |
| Navellier & Associates Inc | 4,400 | $309.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 4,400 | $309.0K | 0.25% | +4,400 | New |
| D'Orazio & Associates, Inc. | 4,412 | $310.0K | 0.08% | +1,281+40.9% | Added |
| Keel Point, LLC | 4,425 | $311.0K | 0.04% | +38+0.9% | Added |
| Independent Solutions Wealth Management, LLC | 4,442 | $311.7K | 0.08% | +41+0.9% | Added |