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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 7,773 | $545.0K | 0.24% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 7,786 | $546.0K | 0.11% | +1,168+17.6% | Added |
| Almanack Investment Partners, LLC. | 7,834 | $550.0K | 0.05% | +817+11.6% | Added |
| Dorchester Wealth Management Co | 7,850 | $551.0K | 0.14% | +625+8.7% | Added |
| Boltwood Capital Management | 7,860 | $552.0K | 0.22% | +85+1.1% | Added |
| Court Place Advisors, LLC | 7,880 | $553.0K | 0.16% | +1,893+31.6% | Added |
| Bridgefront Capital, LLC | 7,889 | $554.0K | 0.58% | −1,129−12.5% | Reduced |
| Peoples Bank | 7,888 | $554.0K | 0.29% | +202+2.6% | Added |
| Elkhorn Partners Limited Partnership | 7,950 | $558.0K | 0.34% | −150−1.9% | Reduced |
| Wesbanco Bank Inc | 7,977 | $560.0K | 0.02% | −241−2.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $561.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 7,997 | $561.0K | 0.01% | +1,932+31.9% | Added |
| Cornerstone Wealth Management, LLC | 8,025 | $563.0K | 0.06% | +752+10.3% | Added |
| Israel Discount Bank of New York | 8,040 | $564.0K | 0.38% | +8,040 | New |
| Perritt Capital Management Inc | 8,058 | $566.0K | 0.31% | +510+6.8% | Added |
| First City Capital Management, Inc. | 8,074 | $567.0K | 0.32% | +724+9.9% | Added |
| Running Point Capital Advisors, LLC | 8,112 | $569.0K | 0.25% | −1,008−11.1% | Reduced |
| Citizens Business Bank | 8,103 | $569.0K | 0.08% | −675−7.7% | Reduced |
| Waldron Private Wealth LLC | 8,167 | $573.0K | 0.03% | +3,416+71.9% | Added |
| Samalin Investment Counsel, LLC | 8,226 | $577.0K | 0.38% | +85+1.0% | Added |
| Sippican Capital Advisors | 8,289 | $582.0K | 0.50% | −175−2.1% | Reduced |
| Trust Co of Vermont | 8,287 | $582.0K | 0.04% | −68−0.8% | Reduced |
| Asset Dedication, LLC | 8,333 | $586.0K | 0.08% | +621+8.1% | Added |
| Tdam USA Inc. | 8,499 | $596.0K | 0.04% | −773−8.3% | Reduced |
| TruWealth Advisors, LLC | 8,538 | $599.0K | 0.07% | −71−0.8% | Reduced |
| LCNB Corp | 8,539 | $599.0K | 0.30% | +965+12.7% | Added |
| Eudaimonia Partners, LLC | 8,552 | $600.0K | 0.11% | −60−0.7% | Reduced |
| Mayflower Financial Advisors, LLC | 8,358 | $600.0K | 0.08% | +522+6.7% | Added |
| Proequities, Inc. | 8,563 | $601.0K | 0.04% | −527−5.8% | Reduced |
| Inscription Capital, LLC | 8,597 | $603.0K | 0.19% | +8,597 | New |
| Fayez Sarofim & Co | 8,643 | $607.0K | 0.00% | −18,889−68.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,649 | $607.0K | 0.02% | +70+0.8% | Added |
| Nwam LLC | 8,733 | $613.0K | 0.06% | −645−6.9% | Reduced |
| KG&L Capital Management,LLC | 8,747 | $614.0K | 0.27% | −1,783−16.9% | Reduced |
| Lake Street Financial LLC | 8,908 | $625.0K | 0.15% | +351+4.1% | Added |
| US Asset Management LLC | 8,939 | $627.0K | 0.61% | +8,939 | New |
| Prospera Financial Services Inc | 8,939 | $628.0K | 0.03% | +1,770+24.7% | Added |
| Parkside Financial Bank & Trust | 8,980 | $630.0K | 0.19% | +414+4.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 9,000 | $632.0K | 0.23% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 9,052 | $635.0K | 0.18% | +275+3.1% | Added |
| First Hawaiian Bank | 9,070 | $637.0K | 0.03% | −852−8.6% | Reduced |
| Vanguard Capital Wealth Advisors | 9,104 | $639.0K | 0.49% | −1,724−15.9% | Reduced |
| IFG Advisors, LLC | 9,100 | $639.0K | 0.29% | +246+2.8% | Added |
| Excalibur Management Corp | 9,116 | $640.0K | 0.28% | +178+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,124 | $640.0K | 0.14% | +189+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,183 | $644.0K | 0.03% | −1,473−13.8% | Reduced |
| Hodges Capital Management Inc. | 9,209 | $646.0K | 0.05% | +299+3.4% | Added |
| Ironwood Investment Management LLC | 9,221 | $647.0K | 0.34% | −150−1.6% | Reduced |
| Independence Bank of Kentucky | 9,218 | $647.0K | 0.28% | +1,456+18.8% | Added |
| Herold Advisors, Inc. | 9,246 | $648.0K | 0.25% | +9,246 | New |
| TRUE Private Wealth Advisors | 9,250 | $649.0K | 0.09% | −492−5.1% | Reduced |
| Wealth Alliance | 9,292 | $652.0K | 0.15% | +54+0.6% | Added |
| CSS LLC | 9,301 | $653.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,360 | $656.0K | 0.02% | +2,022+27.6% | Added |
| Personal Cfo Solutions, LLC | 9,355 | $656.0K | 0.13% | +2,404+34.6% | Added |
| Investors Asset Management of Georgia Inc | 9,492 | $666.0K | 0.35% | +1,427+17.7% | Added |
| KCM Investment Advisors LLC | 9,500 | $667.0K | 0.03% | +57+0.6% | Added |
| Kovack Advisors, Inc. | 9,522 | $668.0K | 0.07% | +47+0.5% | Added |
| Ausdal Financial Partners, Inc. | 9,516 | $668.0K | 0.10% | +2,829+42.3% | Added |
| Relative Value Partners Group, LLC | 9,550 | $670.0K | 0.05% | +265+2.9% | Added |
| Quantitative Investment Management, LLC | 9,570 | $671.0K | 0.06% | +9,570 | New |
| AdvisorNet Financial, Inc | 9,634 | $676.0K | 0.05% | −156−1.6% | Reduced |
| Independent Financial Group, LLC | 9,668 | $678.5K | 0.07% | −108−1.1% | Reduced |
| Ethic Inc. | 9,671 | $679.0K | 0.07% | −4,449−31.5% | Reduced |
| Seeyond | 9,730 | $682.0K | 0.07% | −7,285−42.8% | Reduced |
| Northwest Bancshares, Inc. | 9,736 | $683.0K | 0.16% | −220−2.2% | Reduced |
| Orion Capital Management LLC | 9,780 | $686.0K | 0.42% | 00.0% | Unchanged |
| FourThought Financial, LLC | 9,797 | $687.0K | 0.09% | −1,136−10.4% | Reduced |
| qPULA Trading Management LP | 9,810 | $688.0K | 1.08% | −8,193−45.5% | Reduced |
| Founders Financial Alliance, LLC | 9,830 | $690.0K | 0.32% | +987+11.2% | Added |
| Harbor Investment Advisory, LLC | 9,916 | $696.0K | 0.09% | +1,309+15.2% | Added |
| Aft, Forsyth & Company, Inc. | 9,936 | $697.0K | 0.37% | +450+4.7% | Added |
| Ancora Advisors, LLC | 9,975 | $700.0K | 0.02% | +287+3.0% | Added |
| Barings LLC | 9,979 | $701.0K | 0.02% | −4,544−31.3% | Reduced |
| Round Hill Asset Management | 10,012 | $703.0K | 0.35% | −60−0.6% | Reduced |
| Erste Asset Management GmbH | 9,830 | $703.1K | 0.01% | +545+5.9% | Added |
| 9258 Wealth Management, LLC | 10,103 | $709.0K | 0.19% | +7+0.1% | Added |
| SRS Capital Advisors, Inc. | 10,100 | $709.0K | 0.10% | +1,365+15.6% | Added |
| Montecito Bank & Trust | 10,115 | $710.0K | 0.14% | −396−3.8% | Reduced |
| Focus Financial Network, Inc. | 10,186 | $714.9K | 0.10% | +335+3.4% | Added |
| Bryn Mawr Trust Co | 10,240 | $719.0K | 0.03% | −393−3.7% | Reduced |
| Bowling Portfolio Management LLC | 10,241 | $719.0K | 0.16% | −204−2.0% | Reduced |
| 180 Wealth Advisors, LLC | 9,955 | $720.0K | 0.16% | +5+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 10,277 | $721.0K | 0.02% | −500−4.6% | Reduced |
| Parallel Advisors, LLC | 10,288 | $722.0K | 0.03% | +2,579+33.5% | Added |
| Keeley-Teton Advisors, LLC | 10,311 | $724.0K | 0.08% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 10,325 | $726.0K | 0.39% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,339 | $726.0K | 0.07% | +3,725+56.3% | Added |
| Cabot Wealth Management Inc | 10,359 | $727.0K | 0.10% | +68+0.7% | Added |
| Fort Sheridan Advisors LLC | 10,397 | $730.0K | 0.24% | +290+2.9% | Added |
| Clearstead Advisors, LLC | 10,437 | $732.0K | 0.05% | +1,568+17.7% | Added |
| Valley Brook Capital Group | 10,452 | $733.0K | 0.73% | −330−3.1% | Reduced |
| Ballentine Partners, LLC | 10,479 | $735.0K | 0.02% | +85+0.8% | Added |
| Investors Research Corp | 10,508 | $737.0K | 0.25% | 00.0% | Unchanged |
| Thomas White International Ltd | 10,609 | $745.0K | 0.11% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 10,665 | $748.0K | 0.11% | +819+8.3% | Added |
| Evercore Wealth Management, LLC | 10,805 | $758.0K | 0.01% | −221−2.0% | Reduced |
| Arjuna Capital | 10,811 | $758.0K | 0.31% | +481+4.7% | Added |
| VeraBank, N.A. | 10,827 | $759.0K | 0.43% | +1,174+12.2% | Added |
| Sunbelt Securities, Inc. | 11,380 | $761.0K | 0.14% | 00.0% | Unchanged |