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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 10,894 | $765.0K | 0.01% | +2,776+34.2% | Added |
| Engine No. 1 LLC | 10,915 | $766.0K | 0.20% | +4,313+65.3% | Added |
| Acorn Financial Advisory Services Inc | 10,980 | $770.0K | 0.24% | +498+4.8% | Added |
| HBK Sorce Advisory LLC | 10,968 | $770.0K | 0.04% | +1,513+16.0% | Added |
| Axiom Investors LLC | 11,000 | $772.0K | 0.01% | −37,790−77.5% | Reduced |
| Seelaus Asset Management LLC | 11,016 | $773.0K | 0.45% | +1,600+17.0% | Added |
| TrinityPoint Wealth, LLC | 11,032 | $774.0K | 0.15% | +59+0.5% | Added |
| IFP Advisors, Inc | 11,008 | $775.0K | 0.02% | −567−4.9% | Reduced |
| Stansberry Asset Management, LLC | 11,046 | $775.0K | 0.16% | +11,046 | New |
| Sargent Investment Group, LLC | 11,082 | $778.0K | 0.19% | −186−1.7% | Reduced |
| Rothschild Investment Corp | 11,079 | $778.0K | 0.07% | −23−0.2% | Reduced |
| Atlas Private Wealth Advisors | 11,107 | $779.0K | 0.41% | +8,650+352.1% | Added |
| Claraphi Advisory Network, LLC | 11,125 | $781.0K | 0.28% | −344−3.0% | Reduced |
| NEXT Financial Group, Inc | 11,183 | $784.0K | 0.06% | −784−6.6% | Reduced |
| North Star Investment Management Corp. | 11,222 | $788.0K | 0.06% | +1,114+11.0% | Added |
| PSI Advisors, LLC | 11,231 | $788.0K | 0.36% | +6,154+121.2% | Added |
| Perpetual Investment Management Ltd | 11,257 | $789.0K | 0.10% | −140−1.2% | Reduced |
| EP Wealth Advisors, LLC | 11,269 | $791.0K | 0.02% | −1,243−9.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,117 | $793.0K | 0.05% | −15,658−56.4% | Reduced |
| Calamos Wealth Management LLC | 11,336 | $796.0K | 0.06% | −1,611−12.4% | Reduced |
| Certified Advisory Corp | 11,431 | $802.0K | 0.19% | +194+1.7% | Added |
| Guardian Investment Management | 11,480 | $805.0K | 0.59% | −8,300−42.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,780 | $806.0K | 0.32% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 11,515 | $808.0K | 0.12% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 11,551 | $811.0K | 0.24% | −1,293−10.1% | Reduced |
| SevenBridge Financial Group, LLC | 11,588 | $813.0K | 0.27% | −188−1.6% | Reduced |
| Legacy Wealth Management, LLC | 11,655 | $817.9K | 0.44% | 00.0% | Unchanged |
| Baxter Bros Inc | 11,663 | $818.0K | 0.13% | +11,663 | New |
| Dimension Capital Management LLC | 11,677 | $819.0K | 0.17% | −300−2.5% | Reduced |
| Tempus Wealth Planning, LLC | 11,706 | $822.0K | 0.47% | +508+4.5% | Added |
| Simon Quick Advisors, LLC | 11,731 | $823.0K | 0.21% | +10,470+830.3% | Added |
| Narwhal Capital Management | 11,793 | $828.0K | 0.10% | +2,265+23.8% | Added |
| Maven Securities LTD | 11,844 | $831.0K | 0.10% | +1,922+19.4% | Added |
| Van Leeuwen & Company, LLC | 11,890 | $834.0K | 0.51% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,899 | $835.0K | 0.03% | −50−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 11,910 | $836.0K | 0.10% | +11,910 | New |
| First PREMIER Bank | 11,920 | $837.0K | 0.24% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,976 | $840.0K | 0.02% | +647+5.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 12,006 | $842.0K | 0.40% | −59,780−83.3% | Reduced |
| Meridian Wealth Management, LLC | 12,011 | $843.0K | 0.10% | +1,144+10.5% | Added |
| Game Plan Financial Advisors, LLC | 12,150 | $853.0K | 0.51% | +450+3.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,272 | $861.0K | 0.20% | −157−1.3% | Reduced |
| Fulcrum Asset Management LLP | – | $861.0K | 0.43% | – | – |
| Anchor Investment Management, LLC | 12,332 | $865.5K | 0.12% | +536+4.5% | Added |
| Two Sigma Securities, LLC | 12,510 | $878.0K | 0.18% | +12,510 | New |
| Coastal Investment Advisors, Inc. | 12,531 | $879.0K | 0.21% | +883+7.6% | Added |
| Golden State Equity Partners | 12,534 | $880.0K | 0.36% | +12,534 | New |
| Prelude Capital Management, LLC | 12,582 | $883.0K | 0.05% | +2,464+24.4% | Added |
| Hartline Investment Corp | 12,611 | $885.0K | 0.12% | −1,400−10.0% | Reduced |
| Compagnie Lombard Odier SCmA | 12,626 | $886.0K | 0.02% | −23,351−64.9% | Reduced |
| Monument Capital Management | 12,619 | $886.0K | 0.30% | +2,147+20.5% | Added |
| Wakefield Asset Management LLLP | 12,634 | $887.0K | 0.33% | +90+0.7% | Added |
| Thoroughbred Financial Services, LLC | 12,708 | $891.0K | 0.22% | +389+3.2% | Added |
| Keybank National Association | 12,732 | $894.0K | 0.00% | +2,209+21.0% | Added |
| Independent Investors Inc | 12,775 | $897.0K | 0.22% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 12,794 | $898.0K | 0.62% | +98+0.8% | Added |
| SeaCrest Wealth Management, LLC | 12,805 | $899.0K | 0.11% | +233+1.9% | Added |
| One Wealth Advisors, LLC | 12,847 | $902.0K | 0.26% | +1,946+17.9% | Added |
| Harbour Investments, Inc. | 12,867 | $903.0K | 0.03% | −4,084−24.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,888 | $904.0K | 0.41% | +222+1.8% | Added |
| Private Trust Co NA | 12,925 | $907.0K | 0.13% | −10−0.1% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 12,756 | $908.0K | 0.12% | +412+3.3% | Added |
| Markston International LLC | 12,981 | $911.0K | 0.85% | −1,055−7.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 13,063 | $917.0K | 0.66% | +4,699+56.2% | Added |
| Springowl Associates LLC | 13,099 | $919.0K | 4.03% | 00.0% | Unchanged |
| Derby & Company, Inc | 13,095 | $919.0K | 0.19% | +70+0.5% | Added |
| ARGI Investment Services, LLC | 13,166 | $924.0K | 0.03% | +1,479+12.7% | Added |
| Moneta Group Investment Advisors LLC | 13,209 | $927.0K | 0.04% | +389+3.0% | Added |
| First Quadrant L P | 13,294 | $933.0K | 0.11% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 13,300 | $933.0K | 0.45% | +4,926+58.8% | Added |
| Signaturefd, LLC | 13,313 | $934.0K | 0.03% | +1,943+17.1% | Added |
| Corsair Capital Management, L.P. | 13,352 | $937.0K | 0.18% | −365−2.7% | Reduced |
| Cape Ann Savings Bank | 13,355 | $937.0K | 0.61% | +180+1.4% | Added |
| Balentine LLC | 13,352 | $937.0K | 0.04% | +13,352 | New |
| Red Cedar Investment Management, LLC | 13,434 | $943.0K | 0.12% | −21,830−61.9% | Reduced |
| Shapiro Capital Management LLC | 13,520 | $949.0K | 0.02% | −5,700−29.7% | Reduced |
| White Pine Capital LLC | 13,622 | $956.0K | 0.29% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 13,770 | $966.0K | 0.11% | +700+5.4% | Added |
| Thompson Siegel & Walmsley LLC | 13,787 | $968.0K | 0.01% | −725−5.0% | Reduced |
| Spire Wealth Management | 13,788 | $968.0K | 0.03% | +1,500+12.2% | Added |
| Community Bank & Trust, Waco, Texas | 13,830 | $971.0K | 0.32% | +1,215+9.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,880 | $974.0K | 0.36% | 00.0% | Unchanged |
| Tower Bridge Advisors | 13,924 | $977.2K | 0.07% | +10+0.1% | Added |
| J.W. Cole Advisors, Inc. | 13,932 | $979.0K | 0.07% | −4,664−25.1% | Reduced |
| Clark Financial Advisors | 13,990 | $982.0K | 0.90% | −738−5.0% | Reduced |
| Washington Trust Bank | 14,046 | $986.0K | 0.12% | +70.0% | Added |
| Telemetry Investments, L.L.C. | 14,047 | $986.0K | 1.35% | +14+0.1% | Added |
| Gleason Group, Inc. | 14,180 | $995.0K | 0.36% | +98+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 14,243 | $1.00M | 0.09% | −10.0% | Reduced |
| RVW Wealth, LLC | 20,100 | $1.00M | 0.12% | 00.0% | Unchanged |
| Field & Main Bank | 14,272 | $1.00M | 0.66% | −630−4.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,390 | $1.01M | 0.37% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 14,524 | $1.02M | 0.65% | −959−6.2% | Reduced |
| Icon Wealth Partners, LLC | 14,571 | $1.02M | 0.11% | +4,463+44.2% | Added |
| Sawtooth Solutions, LLC | 14,589 | $1.02M | 0.16% | +5,758+65.2% | Added |
| Cumberland Advisors Inc | 14,770 | $1.04M | 0.24% | −420−2.8% | Reduced |
| Geneos Wealth Management Inc. | 14,684 | $1.04M | 0.04% | −1,813−11.0% | Reduced |
| Orion Portfolio Solutions, LLC | 14,905 | $1.05M | 0.04% | −691−4.4% | Reduced |
| Wealthspire Advisors, LLC | 14,939 | $1.05M | 0.02% | +6,652+80.3% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 14,993 | $1.05M | 1.21% | −1,238−7.6% | Reduced |