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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| WESCAP Management Group, Inc. | 11,551 | $811.0K | 0.24% | −1,293−10.1% | Reduced |
| Circle Wealth Management, LLC | 11,515 | $808.0K | 0.12% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,780 | $806.0K | 0.32% | 00.0% | Unchanged |
| Guardian Investment Management | 11,480 | $805.0K | 0.59% | −8,300−42.0% | Reduced |
| Certified Advisory Corp | 11,431 | $802.0K | 0.19% | +194+1.7% | Added |
| Calamos Wealth Management LLC | 11,336 | $796.0K | 0.06% | −1,611−12.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,117 | $793.0K | 0.05% | −15,658−56.4% | Reduced |
| EP Wealth Advisors, LLC | 11,269 | $791.0K | 0.02% | −1,243−9.9% | Reduced |
| Perpetual Investment Management Ltd | 11,257 | $789.0K | 0.10% | −140−1.2% | 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 |
| NEXT Financial Group, Inc | 11,183 | $784.0K | 0.06% | −784−6.6% | Reduced |
| Claraphi Advisory Network, LLC | 11,125 | $781.0K | 0.28% | −344−3.0% | Reduced |
| Atlas Private Wealth Advisors | 11,107 | $779.0K | 0.41% | +8,650+352.1% | Added |
| 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 |
| 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 |
| TrinityPoint Wealth, LLC | 11,032 | $774.0K | 0.15% | +59+0.5% | Added |
| Seelaus Asset Management LLC | 11,016 | $773.0K | 0.45% | +1,600+17.0% | Added |
| Axiom Investors LLC | 11,000 | $772.0K | 0.01% | −37,790−77.5% | Reduced |
| 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 |
| Engine No. 1 LLC | 10,915 | $766.0K | 0.20% | +4,313+65.3% | Added |
| Echo Street Capital Management LLC | 10,894 | $765.0K | 0.01% | +2,776+34.2% | Added |
| Sunbelt Securities, Inc. | 11,380 | $761.0K | 0.14% | 00.0% | Unchanged |
| VeraBank, N.A. | 10,827 | $759.0K | 0.43% | +1,174+12.2% | 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 |
| Insight Wealth Strategies, LLC | 10,665 | $748.0K | 0.11% | +819+8.3% | Added |
| Thomas White International Ltd | 10,609 | $745.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 10,508 | $737.0K | 0.25% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,479 | $735.0K | 0.02% | +85+0.8% | Added |
| Valley Brook Capital Group | 10,452 | $733.0K | 0.73% | −330−3.1% | Reduced |
| Clearstead Advisors, LLC | 10,437 | $732.0K | 0.05% | +1,568+17.7% | Added |
| Fort Sheridan Advisors LLC | 10,397 | $730.0K | 0.24% | +290+2.9% | Added |
| Cabot Wealth Management Inc | 10,359 | $727.0K | 0.10% | +68+0.7% | Added |
| 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 |
| Keeley-Teton Advisors, LLC | 10,311 | $724.0K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,288 | $722.0K | 0.03% | +2,579+33.5% | Added |
| Ferguson Wellman Capital Management, Inc | 10,277 | $721.0K | 0.02% | −500−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 9,955 | $720.0K | 0.16% | +5+0.1% | 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 |
| Focus Financial Network, Inc. | 10,186 | $714.9K | 0.10% | +335+3.4% | Added |
| Montecito Bank & Trust | 10,115 | $710.0K | 0.14% | −396−3.8% | Reduced |
| 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 |
| Erste Asset Management GmbH | 9,830 | $703.1K | 0.01% | +545+5.9% | Added |
| Round Hill Asset Management | 10,012 | $703.0K | 0.35% | −60−0.6% | Reduced |
| Barings LLC | 9,979 | $701.0K | 0.02% | −4,544−31.3% | Reduced |
| Ancora Advisors, LLC | 9,975 | $700.0K | 0.02% | +287+3.0% | Added |
| Aft, Forsyth & Company, Inc. | 9,936 | $697.0K | 0.37% | +450+4.7% | Added |
| Harbor Investment Advisory, LLC | 9,916 | $696.0K | 0.09% | +1,309+15.2% | Added |
| Founders Financial Alliance, LLC | 9,830 | $690.0K | 0.32% | +987+11.2% | Added |
| qPULA Trading Management LP | 9,810 | $688.0K | 1.08% | −8,193−45.5% | Reduced |
| FourThought Financial, LLC | 9,797 | $687.0K | 0.09% | −1,136−10.4% | Reduced |
| Orion Capital Management LLC | 9,780 | $686.0K | 0.42% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 9,736 | $683.0K | 0.16% | −220−2.2% | Reduced |
| Seeyond | 9,730 | $682.0K | 0.07% | −7,285−42.8% | Reduced |
| Ethic Inc. | 9,671 | $679.0K | 0.07% | −4,449−31.5% | Reduced |
| Independent Financial Group, LLC | 9,668 | $678.5K | 0.07% | −108−1.1% | Reduced |
| AdvisorNet Financial, Inc | 9,634 | $676.0K | 0.05% | −156−1.6% | Reduced |
| Quantitative Investment Management, LLC | 9,570 | $671.0K | 0.06% | +9,570 | New |
| Relative Value Partners Group, LLC | 9,550 | $670.0K | 0.05% | +265+2.9% | 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 |
| KCM Investment Advisors LLC | 9,500 | $667.0K | 0.03% | +57+0.6% | Added |
| Investors Asset Management of Georgia Inc | 9,492 | $666.0K | 0.35% | +1,427+17.7% | Added |
| 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 |
| CSS LLC | 9,301 | $653.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 9,292 | $652.0K | 0.15% | +54+0.6% | Added |
| TRUE Private Wealth Advisors | 9,250 | $649.0K | 0.09% | −492−5.1% | Reduced |
| Herold Advisors, Inc. | 9,246 | $648.0K | 0.25% | +9,246 | New |
| 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 |
| Hodges Capital Management Inc. | 9,209 | $646.0K | 0.05% | +299+3.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,183 | $644.0K | 0.03% | −1,473−13.8% | Reduced |
| 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 |
| 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 |
| First Hawaiian Bank | 9,070 | $637.0K | 0.03% | −852−8.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,052 | $635.0K | 0.18% | +275+3.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 9,000 | $632.0K | 0.23% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8,980 | $630.0K | 0.19% | +414+4.8% | Added |
| Prospera Financial Services Inc | 8,939 | $628.0K | 0.03% | +1,770+24.7% | Added |
| US Asset Management LLC | 8,939 | $627.0K | 0.61% | +8,939 | New |
| Lake Street Financial LLC | 8,908 | $625.0K | 0.15% | +351+4.1% | Added |
| KG&L Capital Management,LLC | 8,747 | $614.0K | 0.27% | −1,783−16.9% | Reduced |
| Nwam LLC | 8,733 | $613.0K | 0.06% | −645−6.9% | Reduced |
| 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 |
| Inscription Capital, LLC | 8,597 | $603.0K | 0.19% | +8,597 | New |
| Proequities, Inc. | 8,563 | $601.0K | 0.04% | −527−5.8% | Reduced |
| 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 |
| TruWealth Advisors, LLC | 8,538 | $599.0K | 0.07% | −71−0.8% | Reduced |