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 | 2,065 | $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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 16,569 | $1.16M | 0.02% | −3,310−16.7% | Reduced |
| Flagship Harbor Advisors, LLC | 16,413 | $1.16M | 0.12% | 00.0% | Unchanged |
| NBT Bank N A | 16,504 | $1.16M | 0.16% | −125−0.8% | Reduced |
| Symmetry Partners, LLC | 15,835 | $1.15M | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 16,359 | $1.15M | 0.07% | +352+2.2% | Added |
| Jacobi Capital Management LLC | 16,272 | $1.14M | 0.15% | +7,953+95.6% | Added |
| Perigon Wealth Management, LLC | 16,259 | $1.14M | 0.10% | +1,259+8.4% | Added |
| Checchi Capital Advisers, LLC | 16,208 | $1.14M | 0.14% | +283+1.8% | Added |
| CM Management, LLC | 16,000 | $1.12M | 0.84% | 00.0% | Unchanged |
| Compton Capital Management Inc | 15,952 | $1.12M | 0.33% | +2,400+17.7% | Added |
| Guild Investment Management, Inc. | 15,920 | $1.12M | 1.08% | +4,920+44.7% | Added |
| Sompo Asset Management Co., Ltd. | 15,930 | $1.12M | 0.26% | +15,930 | New |
| CFO4Life Group, LLC | 15,893 | $1.11M | 0.26% | +1,564+10.9% | Added |
| HighPoint Advisor Group LLC | 15,677 | $1.10M | 0.11% | −385−2.4% | Reduced |
| Clear Street Markets LLC | 15,600 | $1.09M | 0.24% | −13,982−47.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 15,545 | $1.09M | 0.21% | +5,325+52.1% | Added |
| ARGA Investment Management, LP | 15,521 | $1.09M | 0.08% | −12,060−43.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 15,475 | $1.09M | 0.45% | −38,488−71.3% | Reduced |
| First Business Financial Services, Inc. | 15,427 | $1.08M | 0.12% | +1,369+9.7% | Added |
| Longfellow Investment Management Co LLC | 15,335 | $1.08M | 0.18% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 15,326 | $1.08M | 0.25% | −537−3.4% | Reduced |
| River Wealth Advisors LLC | 15,114 | $1.06M | 0.18% | +357+2.4% | Added |
| TCTC Holdings, LLC | 15,053 | $1.06M | 0.05% | +450+3.1% | Added |
| EJF Capital LLC | 15,000 | $1.05M | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 15,000 | $1.05M | 0.04% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 14,993 | $1.05M | 1.21% | −1,238−7.6% | Reduced |
| Wealthspire Advisors, LLC | 14,939 | $1.05M | 0.02% | +6,652+80.3% | Added |
| Orion Portfolio Solutions, LLC | 14,905 | $1.05M | 0.04% | −691−4.4% | Reduced |
| Geneos Wealth Management Inc. | 14,684 | $1.04M | 0.04% | −1,813−11.0% | Reduced |
| Cumberland Advisors Inc | 14,770 | $1.04M | 0.24% | −420−2.8% | Reduced |
| Sawtooth Solutions, LLC | 14,589 | $1.02M | 0.16% | +5,758+65.2% | Added |
| Icon Wealth Partners, LLC | 14,571 | $1.02M | 0.11% | +4,463+44.2% | Added |
| Sterneck Capital Management, LLC | 14,524 | $1.02M | 0.65% | −959−6.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,390 | $1.01M | 0.37% | 00.0% | Unchanged |
| Field & Main Bank | 14,272 | $1.00M | 0.66% | −630−4.2% | Reduced |
| 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 |
| Gleason Group, Inc. | 14,180 | $995.0K | 0.36% | +98+0.7% | Added |
| 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 |
| Clark Financial Advisors | 13,990 | $982.0K | 0.90% | −738−5.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,932 | $979.0K | 0.07% | −4,664−25.1% | Reduced |
| Tower Bridge Advisors | 13,924 | $977.2K | 0.07% | +10+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,880 | $974.0K | 0.36% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 13,830 | $971.0K | 0.32% | +1,215+9.6% | 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 |
| Robertson Stephens Wealth Management, LLC | 13,770 | $966.0K | 0.11% | +700+5.4% | Added |
| White Pine Capital LLC | 13,622 | $956.0K | 0.29% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 13,520 | $949.0K | 0.02% | −5,700−29.7% | Reduced |
| Red Cedar Investment Management, LLC | 13,434 | $943.0K | 0.12% | −21,830−61.9% | Reduced |
| 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 |
| Signaturefd, LLC | 13,313 | $934.0K | 0.03% | +1,943+17.1% | 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 |
| Moneta Group Investment Advisors LLC | 13,209 | $927.0K | 0.04% | +389+3.0% | Added |
| ARGI Investment Services, LLC | 13,166 | $924.0K | 0.03% | +1,479+12.7% | 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 |
| Cerro Pacific Wealth Advisors LLC | 13,063 | $917.0K | 0.66% | +4,699+56.2% | Added |
| Markston International LLC | 12,981 | $911.0K | 0.85% | −1,055−7.5% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 12,756 | $908.0K | 0.12% | +412+3.3% | Added |
| Private Trust Co NA | 12,925 | $907.0K | 0.13% | −10−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,888 | $904.0K | 0.41% | +222+1.8% | Added |
| Harbour Investments, Inc. | 12,867 | $903.0K | 0.03% | −4,084−24.1% | Reduced |
| One Wealth Advisors, LLC | 12,847 | $902.0K | 0.26% | +1,946+17.9% | Added |
| SeaCrest Wealth Management, LLC | 12,805 | $899.0K | 0.11% | +233+1.9% | Added |
| Pointe Capital Management LLC | 12,794 | $898.0K | 0.62% | +98+0.8% | Added |
| Independent Investors Inc | 12,775 | $897.0K | 0.22% | 00.0% | Unchanged |
| Keybank National Association | 12,732 | $894.0K | 0.00% | +2,209+21.0% | Added |
| Thoroughbred Financial Services, LLC | 12,708 | $891.0K | 0.22% | +389+3.2% | Added |
| Wakefield Asset Management LLLP | 12,634 | $887.0K | 0.33% | +90+0.7% | Added |
| 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 |
| Hartline Investment Corp | 12,611 | $885.0K | 0.12% | −1,400−10.0% | Reduced |
| Prelude Capital Management, LLC | 12,582 | $883.0K | 0.05% | +2,464+24.4% | Added |
| Golden State Equity Partners | 12,534 | $880.0K | 0.36% | +12,534 | New |
| Coastal Investment Advisors, Inc. | 12,531 | $879.0K | 0.21% | +883+7.6% | Added |
| Two Sigma Securities, LLC | 12,510 | $878.0K | 0.18% | +12,510 | New |
| Anchor Investment Management, LLC | 12,332 | $865.5K | 0.12% | +536+4.5% | 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% | – | – |
| Game Plan Financial Advisors, LLC | 12,150 | $853.0K | 0.51% | +450+3.8% | Added |
| Meridian Wealth Management, LLC | 12,011 | $843.0K | 0.10% | +1,144+10.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 12,006 | $842.0K | 0.40% | −59,780−83.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,976 | $840.0K | 0.02% | +647+5.7% | Added |
| First PREMIER Bank | 11,920 | $837.0K | 0.24% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,910 | $836.0K | 0.10% | +11,910 | New |
| Resources Investment Advisors, LLC. | 11,899 | $835.0K | 0.03% | −50−0.4% | Reduced |
| Van Leeuwen & Company, LLC | 11,890 | $834.0K | 0.51% | 00.0% | Unchanged |
| Maven Securities LTD | 11,844 | $831.0K | 0.10% | +1,922+19.4% | Added |
| Narwhal Capital Management | 11,793 | $828.0K | 0.10% | +2,265+23.8% | Added |
| Simon Quick Advisors, LLC | 11,731 | $823.0K | 0.21% | +10,470+830.3% | Added |
| Tempus Wealth Planning, LLC | 11,706 | $822.0K | 0.47% | +508+4.5% | Added |
| Dimension Capital Management LLC | 11,677 | $819.0K | 0.17% | −300−2.5% | Reduced |
| Baxter Bros Inc | 11,663 | $818.0K | 0.13% | +11,663 | New |
| Legacy Wealth Management, LLC | 11,655 | $817.9K | 0.44% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 11,588 | $813.0K | 0.27% | −188−1.6% | Reduced |