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, 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 | 2,644 | $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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 4,462 | $313.0K | 0.00% | −2,079−31.8% | Reduced |
| Redwood Investment Management, LLC | 4,477 | $314.0K | 0.04% | +4,477 | New |
| Manchester Capital Management LLC | 4,487 | $315.0K | 0.04% | −20−0.4% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $315.0K | 0.14% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $315.0K | 0.22% | 00.0% | Unchanged |
| Gs Investments, Inc. | 4,499 | $316.0K | 0.17% | +4,499 | New |
| Bridgewater Advisors Inc. | 4,519 | $317.0K | 0.09% | −20−0.4% | Reduced |
| Whitener Capital Management, Inc. | 5,170 | $318.0K | 0.15% | +240+4.9% | Added |
| Geller Advisors LLC | 4,565 | $320.0K | 0.07% | −2,134−31.9% | Reduced |
| Jump Financial, LLC | 4,553 | $320.0K | 0.02% | −1,927−29.7% | Reduced |
| NorthRock Partners, LLC | 4,578 | $321.0K | 0.03% | +4,578 | New |
| Allied Investment Advisors, LLC | 4,595 | $322.0K | 0.12% | 00.0% | Unchanged |
| Family Legacy, Inc. | 4,491 | $325.0K | 0.15% | +4,491 | New |
| Summit Global Investments | 4,673 | $328.0K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 4,680 | $328.0K | 0.15% | +33+0.7% | Added |
| Pinnacle Financial Partners Inc | 4,688 | $329.0K | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,689 | $329.0K | 0.15% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,708 | $330.0K | 0.16% | −7,645−61.9% | Reduced |
| Hyman Charles D | 4,711 | $331.0K | 0.02% | +158+3.5% | Added |
| Virtu Financial LLC | 4,718 | $331.0K | 0.03% | +246+5.5% | Added |
| Capital Markets Trading UK LLP | 4,629 | $331.0K | 0.26% | +4,629 | New |
| Arkadios Wealth Advisors | 4,742 | $332.0K | 0.05% | −1,236−20.7% | Reduced |
| Stillwater Capital Advisors, LLC | 4,765 | $334.0K | 0.06% | −1,880−28.3% | Reduced |
| Hartford Financial Management Inc. | 4,765 | $334.0K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 4,664 | $335.0K | 0.12% | +591+14.5% | Added |
| Trustcore Financial Services, LLC | 4,767 | $335.0K | 0.03% | +455+10.6% | Added |
| Bayesian Capital Management, LP | 4,800 | $337.0K | 0.10% | −32,500−87.1% | Reduced |
| Hanson & Doremus Investment Management | 4,807 | $337.0K | 0.08% | −2,235−31.7% | Reduced |
| Evoke Wealth, LLC | 4,810 | $337.0K | 0.01% | +1,348+38.9% | Added |
| Centaurus Financial, Inc. | 4,828 | $339.0K | 0.03% | +204+4.4% | Added |
| CFM Wealth Partners LLC | 4,838 | $339.0K | 0.09% | +353+7.9% | Added |
| Blueshift Asset Management, LLC | 4,845 | $340.0K | 0.02% | −477−9.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,875 | $342.0K | 0.13% | −833−14.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,875 | $342.0K | 0.08% | +4,875 | New |
| NexWave Capital Partners LLC | 4,895 | $343.0K | 0.88% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,894 | $343.0K | 0.27% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,890 | $343.0K | 0.04% | +100+2.1% | Added |
| Wade G W & Inc | 4,907 | $344.0K | 0.02% | +221+4.7% | Added |
| Financial Advocates Investment Management | 4,908 | $345.0K | 0.02% | −115−2.3% | Reduced |
| Affinity Investment Advisors, LLC | 4,911 | $345.0K | 0.15% | −56−1.1% | Reduced |
| Qci Asset Management Inc | 4,918 | $345.0K | 0.02% | +466+10.5% | Added |
| Virtue Capital Management, LLC | 4,950 | $347.0K | 0.06% | +14+0.3% | Added |
| Violich Capital Management, Inc. | 4,940 | $347.0K | 0.06% | +50+1.0% | Added |
| Wagner Wealth Management, LLC | 5,020 | $347.0K | 0.28% | +574+12.9% | Added |
| Modera Wealth Management, LLC | 4,942 | $347.0K | 0.02% | +4,942 | New |
| Washington Trust Co | 4,964 | $348.0K | 0.01% | −90−1.8% | Reduced |
| First National Bank | 4,954 | $348.0K | 0.33% | +4,954 | New |
| CenterStar Asset Management, LLC | – | $348.0K | 0.27% | – | New |
| Intrua Financial, LLC | 4,954 | $348.0K | 0.06% | +4,954 | New |
| Archford Capital Strategies, LLC | 4,975 | $349.0K | 0.08% | −18−0.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,001 | $351.0K | 0.06% | +523+11.7% | Added |
| Carroll Financial Associates, Inc. | 5,009 | $351.0K | 0.02% | −1,372−21.5% | Reduced |
| Harbor Advisors LLC | 5,000 | $351.0K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,006 | $351.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,999 | $351.0K | 0.05% | +585+13.3% | Added |
| Gamble Jones Investment Counsel | 5,010 | $352.0K | 0.02% | +1,010+25.3% | Added |
| Nicolet Bankshares Inc | 5,031 | $353.0K | 0.09% | −3,525−41.2% | Reduced |
| Sanders Morris Harris LLC | 5,044 | $354.0K | 0.06% | +5,044 | New |
| Successful Portfolios LLC | 5,060 | $355.0K | 0.21% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,067 | $356.0K | 0.05% | +960+23.4% | Added |
| Alphasimplex Group, LLC | 5,081 | $357.0K | 0.30% | −6,117−54.6% | Reduced |
| X-Square Capital, LLC | 5,095 | $358.0K | 0.19% | +44+0.9% | Added |
| Wealthsource Partners, LLC | 5,106 | $358.0K | 0.03% | +550+12.1% | Added |
| Roosevelt Investment Group LLC | 5,127 | $360.0K | 0.02% | −400−7.2% | Reduced |
| Clark Capital Management Group, Inc. | 5,123 | $360.0K | 0.00% | −10.0% | Reduced |
| WBH Advisory Inc | 5,135 | $360.0K | 0.05% | +6+0.1% | Added |
| Golden Green, Inc. | 5,142 | $361.0K | 0.28% | −1,351−20.8% | Reduced |
| Lantz Financial LLC | 5,168 | $363.0K | 0.19% | +103+2.0% | Added |
| Klingenstein Fields & Co LP | 5,182 | $364.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,181 | $364.0K | 0.03% | +3+0.1% | Added |
| Apollon Wealth Management, LLC | 5,187 | $364.0K | 0.05% | +212+4.3% | Added |
| Sterling Investment Advisors, Ltd. | 5,208 | $365.0K | 0.11% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 5,226 | $367.0K | 0.11% | −31,066−85.6% | Reduced |
| 1st Source Bank | 5,223 | $367.0K | 0.02% | −410−7.3% | Reduced |
| Tarbox Family Office, Inc. | 5,233 | $367.0K | 0.07% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 5,249 | $368.0K | 0.13% | +178+3.5% | Added |
| Ifrah Financial Services, Inc. | 5,271 | $370.0K | 0.11% | −9−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $370.0K | 0.23% | 00.0% | Unchanged |
| Sather Financial Group Inc | 5,300 | $372.0K | 0.04% | +5,300 | New |
| Alpha Cubed Investments, LLC | 5,329 | $374.0K | 0.03% | −345−6.1% | Reduced |
| Meristem Family Wealth, LLC | 5,337 | $375.0K | 0.04% | +5,337 | New |
| Carolinas Wealth Consulting LLC | 5,362 | $376.0K | 0.09% | −60−1.1% | Reduced |
| Angeles Investment Advisors, LLC | 5,358 | $376.0K | 0.02% | +5,358 | New |
| Lowe Brockenbrough & Co Inc | 5,367 | $377.0K | 0.03% | +5,367 | New |
| Newman Dignan & Sheerar, Inc. | 5,389 | $378.0K | 0.13% | +10.0% | Added |
| Arete Wealth Advisors, LLC | 6,226 | $378.0K | 0.04% | +214+3.6% | Added |
| Assetmark, Inc | 5,402 | $379.0K | 0.00% | +807+17.6% | Added |
| Denali Advisors LLC | 5,400 | $379.0K | 0.16% | +2,600+92.9% | Added |
| Equitable Trust Co | 5,408 | $380.0K | 0.02% | −379−6.5% | Reduced |
| Reliant Investment Management, LLC | 5,415 | $380.0K | 0.19% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,432 | $381.0K | 0.11% | −265−4.7% | Reduced |
| Exencial Wealth Advisors, LLC | 5,434 | $381.0K | 0.02% | −214−3.8% | Reduced |
| FLC Capital Advisors | 5,434 | $381.0K | 0.11% | −114−2.1% | Reduced |
| Jeppson Wealth Management, LLC | 5,433 | $381.0K | 0.20% | +22+0.4% | Added |
| K.J. Harrison & Partners Inc | 5,427 | $383.0K | 0.06% | −2,985−35.5% | Reduced |
| Select Asset Management & Trust | 5,453 | $383.0K | 0.28% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,485 | $384.0K | 0.08% | +1,193+27.8% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,484 | $385.0K | 0.04% | −50−0.9% | Reduced |
| Welch Group, LLC | 5,501 | $386.0K | 0.03% | +615+12.6% | Added |
| Brewin Dolphin Wealth Management Ltd | 5,510 | $386.7K | 0.04% | +830+17.7% | Added |