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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 5,517 | $387.0K | 0.02% | −1,362−19.8% | Reduced |
| Orca Investment Management, LLC | 5,522 | $388.0K | 0.34% | −758−12.1% | Reduced |
| Atlas Brown,Inc. | 5,528 | $388.0K | 0.17% | +5,528 | New |
| Financial Counselors Inc | 5,541 | $389.0K | 0.01% | +2,035+58.0% | Added |
| Rehmann Capital Advisory Group | 5,569 | $390.7K | 0.04% | +218+4.1% | Added |
| CX Institutional | 5,613 | $394.0K | 0.03% | +824+17.2% | Added |
| Keebeck Alpha, LP | 5,623 | $395.0K | 0.12% | +507+9.9% | Added |
| Golden State Wealth Management, LLC | 5,663 | $397.0K | 0.09% | +496+9.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,677 | $398.0K | 0.13% | −515−8.3% | Reduced |
| Westshore Wealth, LLC | 5,680 | $399.0K | 0.32% | −2,493−30.5% | Reduced |
| Newport Wealth Strategies, Inc. | 5,744 | $403.0K | 0.24% | −27−0.5% | Reduced |
| Mather Group, LLC. | 5,751 | $404.0K | 0.01% | −1,180−17.0% | Reduced |
| JT Stratford LLC | 5,794 | $407.0K | 0.12% | +35+0.6% | Added |
| Apriem Advisors | 5,810 | $408.0K | 0.06% | −423−6.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 5,815 | $408.0K | 0.08% | +15+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $408.0K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,885 | $413.0K | 0.07% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,901 | $414.0K | 0.26% | +600+11.3% | Added |
| EPG Wealth Management LLC | 5,977 | $420.0K | 0.17% | +690+13.1% | Added |
| Woodward Diversified Capital, LLC | 6,000 | $421.0K | 0.26% | −1,436−19.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,000 | $421.0K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,020 | $422.0K | 0.02% | +6,020 | New |
| Mosaic Family Wealth, LLC | 6,034 | $423.0K | 0.12% | +6,034 | New |
| First Midwest Bank Trust Division | 6,107 | $428.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,112 | $429.0K | 0.18% | −6,061−49.8% | Reduced |
| Minot Wealth Management LLC | 6,109 | $429.0K | 0.09% | −411−6.3% | Reduced |
| Creative Financial Designs Inc | 6,109 | $429.0K | 0.07% | +673+12.4% | Added |
| RFG Advisory, LLC | 6,125 | $430.0K | 0.04% | +1,753+40.1% | Added |
| Pictet Bank & Trust Ltd | 6,165 | $433.0K | 0.27% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,179 | $434.0K | 0.18% | −1,451−19.0% | Reduced |
| SlateStone Wealth, LLC | 6,190 | $434.0K | 0.10% | +155+2.6% | Added |
| Personal Capital Advisors Corp | 6,185 | $434.0K | 0.00% | +458+8.0% | Added |
| Glen Eagle Advisors, LLC | 6,203 | $435.3K | 0.13% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,234 | $437.0K | 0.03% | +985+18.8% | Added |
| RDA Financial Network | 6,243 | $438.0K | 0.19% | +80+1.3% | Added |
| Main Street Financial Solutions, LLC | 6,236 | $438.0K | 0.07% | +2,250+56.4% | Added |
| Great Valley Advisor Group, Inc. | 6,290 | $441.0K | 0.03% | −8,402−57.2% | Reduced |
| MBM Wealth Consultants, LLC | 6,294 | $441.0K | 0.20% | +458+7.8% | Added |
| Ashton Thomas Private Wealth, LLC | 6,291 | $441.5K | 0.06% | +6,291 | New |
| Camden Capital, LLC | 6,320 | $444.0K | 0.09% | +6,320 | New |
| Change Path, LLC | 6,360 | $446.0K | 0.03% | +1,146+22.0% | Added |
| GeoWealth Management, LLC | 6,366 | $447.0K | 0.04% | −91−1.4% | Reduced |
| Integrated Investment Consultants, LLC | 6,365 | $447.0K | 0.13% | +506+8.6% | Added |
| Professional Planning | 6,391 | $448.0K | 0.21% | +809+14.5% | Added |
| Caxton Associates LP | 6,397 | $449.0K | 0.06% | −693−9.8% | Reduced |
| Atlantic Trust, LLC | 6,405 | $450.0K | 0.28% | −655−9.3% | Reduced |
| Waterfront Wealth Inc. | 6,449 | $453.0K | 0.22% | −49−0.8% | Reduced |
| Evergreen Capital Management LLC | 6,462 | $453.0K | 0.02% | +714+12.4% | Added |
| Fundamentun, LLC | 6,449 | $453.0K | 0.08% | +6,449 | New |
| Lingohr & Partner Asset Management GmbH | 6,500 | $456.0K | 1.22% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,510 | $457.0K | 0.05% | +6,510 | New |
| Brandywine Oak Private Wealth LLC | 6,531 | $458.0K | 0.05% | +200+3.2% | Added |
| Kore Private Wealth LLC | 6,554 | $460.0K | 0.05% | −200−3.0% | Reduced |
| Childress Capital Advisors, LLC | 6,562 | $460.0K | 0.19% | +1,088+19.9% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,596 | $463.0K | 0.19% | −616−8.5% | Reduced |
| TCI Wealth Advisors, Inc. | 6,617 | $464.0K | 0.07% | +172+2.7% | Added |
| Leavell Investment Management, Inc. | 6,615 | $464.0K | 0.03% | +2,224+50.6% | Added |
| First Foundation Advisors | 6,641 | $466.0K | 0.02% | −61−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,648 | $467.0K | 0.08% | +558+9.2% | Added |
| Keudell/Morrison Wealth Management | 6,696 | $470.0K | 0.20% | +1,089+19.4% | Added |
| First National Bank of Omaha | 6,706 | $471.0K | 0.02% | −952−12.4% | Reduced |
| Warther Private Wealth, LLC | 6,674 | $475.0K | 0.42% | +3,130+88.3% | Added |
| Xcel Wealth Management, LLC | 6,776 | $476.0K | 0.14% | +875+14.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,804 | $478.0K | 0.02% | +228+3.5% | Added |
| Requisite Capital Management, LLC | 6,825 | $479.0K | 0.10% | +674+11.0% | Added |
| Mission Wealth Management, LP | 6,857 | $481.0K | 0.02% | +172+2.6% | Added |
| Private Capital Management LLC | 6,879 | $483.0K | 0.20% | +841+13.9% | Added |
| HYA Advisors, Inc | 6,755 | $484.0K | 0.20% | −13−0.2% | Reduced |
| Mutual Advisors, LLC | 6,897 | $484.0K | 0.03% | +881+14.6% | Added |
| Marcum Wealth, LLC | 6,920 | $486.0K | 0.08% | +96+1.4% | Added |
| Chicago Partners Investment Group LLC | 7,114 | $490.0K | 0.03% | −7,720−52.0% | Reduced |
| Associated Banc-Corp | 6,986 | $490.0K | 0.02% | −133−1.9% | Reduced |
| Capital Square, LLC | 6,894 | $490.0K | 0.35% | +199+3.0% | Added |
| Wall Street Access Asset Management, LLC | 7,086 | $497.0K | 0.22% | −113−1.6% | Reduced |
| Paradigm Asset Management Co LLC | 7,100 | $498.3K | 0.14% | −900−11.3% | Reduced |
| State of Wyoming | 7,136 | $500.0K | 0.32% | −341−4.6% | Reduced |
| Prentice Wealth Management LLC | 7,157 | $502.0K | 0.24% | +30+0.4% | Added |
| SP Asset Management | 7,158 | $503.0K | 0.05% | −17−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,190 | $505.0K | 0.04% | +410+6.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,196 | $505.0K | 0.05% | +1,344+23.0% | Added |
| Tiedemann Advisors, LLC | 7,196 | $506.0K | 0.03% | −2,997−29.4% | Reduced |
| Johnson Investment Counsel Inc | 7,218 | $507.0K | 0.01% | +244+3.5% | Added |
| First National Corp | 7,224 | $507.0K | 0.11% | +3,302+84.2% | Added |
| Global Strategic Investment Solutions, LLC | 7,256 | $509.0K | 0.09% | +745+11.4% | Added |
| IHT Wealth Management, LLC | 7,293 | $512.0K | 0.04% | −983−11.9% | Reduced |
| Summit Trail Advisors, LLC | 7,293 | $512.0K | 0.04% | +229+3.2% | Added |
| InterOcean Capital Group, LLC | 7,291 | $512.0K | 0.03% | +300+4.3% | Added |
| Warren Averett Asset Management, LLC | 7,468 | $514.0K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,404 | $520.0K | 0.03% | +609+9.0% | Added |
| Burke & Herbert Bank & Trust Co | 7,470 | $524.0K | 0.34% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,517 | $528.0K | 0.07% | +507+7.2% | Added |
| Twin Focus Capital Partners, LLC | 7,593 | $533.0K | 0.12% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 7,614 | $534.0K | 0.13% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 7,615 | $534.0K | 0.08% | +2,683+54.4% | Added |
| Aspen Investment Management Inc | 7,621 | $535.0K | 0.28% | −150−1.9% | Reduced |
| Insight Advisors, LLC | 7,980 | $535.0K | 0.16% | +233+3.0% | Added |
| West Family Investments, Inc. | 7,617 | $535.0K | 0.14% | +1,407+22.7% | Added |
| Eagle Global Advisors LLC | 7,719 | $542.0K | 0.04% | +24+0.3% | Added |
| Cooper Financial Group | 7,732 | $543.0K | 0.11% | +159+2.1% | Added |
| BSW Wealth Partners | 7,762 | $545.0K | 0.15% | −570−6.8% | Reduced |