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 |
|---|---|---|---|---|---|
| LCNB Corp | 8,539 | $599.0K | 0.30% | +965+12.7% | Added |
| Tdam USA Inc. | 8,499 | $596.0K | 0.04% | −773−8.3% | Reduced |
| Asset Dedication, LLC | 8,333 | $586.0K | 0.08% | +621+8.1% | 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 |
| Samalin Investment Counsel, LLC | 8,226 | $577.0K | 0.38% | +85+1.0% | Added |
| Waldron Private Wealth LLC | 8,167 | $573.0K | 0.03% | +3,416+71.9% | 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 |
| First City Capital Management, Inc. | 8,074 | $567.0K | 0.32% | +724+9.9% | Added |
| Perritt Capital Management Inc | 8,058 | $566.0K | 0.31% | +510+6.8% | Added |
| Israel Discount Bank of New York | 8,040 | $564.0K | 0.38% | +8,040 | New |
| Cornerstone Wealth Management, LLC | 8,025 | $563.0K | 0.06% | +752+10.3% | Added |
| 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 |
| Wesbanco Bank Inc | 7,977 | $560.0K | 0.02% | −241−2.9% | Reduced |
| Elkhorn Partners Limited Partnership | 7,950 | $558.0K | 0.34% | −150−1.9% | Reduced |
| 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 |
| Court Place Advisors, LLC | 7,880 | $553.0K | 0.16% | +1,893+31.6% | Added |
| Boltwood Capital Management | 7,860 | $552.0K | 0.22% | +85+1.1% | Added |
| Dorchester Wealth Management Co | 7,850 | $551.0K | 0.14% | +625+8.7% | Added |
| Almanack Investment Partners, LLC. | 7,834 | $550.0K | 0.05% | +817+11.6% | Added |
| Altfest L J & Co Inc | 7,786 | $546.0K | 0.11% | +1,168+17.6% | Added |
| BSW Wealth Partners | 7,762 | $545.0K | 0.15% | −570−6.8% | Reduced |
| Affiance Financial, LLC | 7,773 | $545.0K | 0.24% | 00.0% | Unchanged |
| Cooper Financial Group | 7,732 | $543.0K | 0.11% | +159+2.1% | Added |
| Eagle Global Advisors LLC | 7,719 | $542.0K | 0.04% | +24+0.3% | 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 |
| 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 |
| Twin Focus Capital Partners, LLC | 7,593 | $533.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,517 | $528.0K | 0.07% | +507+7.2% | Added |
| Burke & Herbert Bank & Trust Co | 7,470 | $524.0K | 0.34% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,404 | $520.0K | 0.03% | +609+9.0% | Added |
| Warren Averett Asset Management, LLC | 7,468 | $514.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Global Strategic Investment Solutions, LLC | 7,256 | $509.0K | 0.09% | +745+11.4% | Added |
| 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 |
| Tiedemann Advisors, LLC | 7,196 | $506.0K | 0.03% | −2,997−29.4% | 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 |
| SP Asset Management | 7,158 | $503.0K | 0.05% | −17−0.2% | Reduced |
| Prentice Wealth Management LLC | 7,157 | $502.0K | 0.24% | +30+0.4% | Added |
| State of Wyoming | 7,136 | $500.0K | 0.32% | −341−4.6% | Reduced |
| Paradigm Asset Management Co LLC | 7,100 | $498.3K | 0.14% | −900−11.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,086 | $497.0K | 0.22% | −113−1.6% | Reduced |
| 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 |
| Marcum Wealth, LLC | 6,920 | $486.0K | 0.08% | +96+1.4% | 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 |
| Private Capital Management LLC | 6,879 | $483.0K | 0.20% | +841+13.9% | Added |
| Mission Wealth Management, LP | 6,857 | $481.0K | 0.02% | +172+2.6% | Added |
| Requisite Capital Management, LLC | 6,825 | $479.0K | 0.10% | +674+11.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,804 | $478.0K | 0.02% | +228+3.5% | Added |
| Xcel Wealth Management, LLC | 6,776 | $476.0K | 0.14% | +875+14.8% | Added |
| Warther Private Wealth, LLC | 6,674 | $475.0K | 0.42% | +3,130+88.3% | Added |
| First National Bank of Omaha | 6,706 | $471.0K | 0.02% | −952−12.4% | Reduced |
| Keudell/Morrison Wealth Management | 6,696 | $470.0K | 0.20% | +1,089+19.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,648 | $467.0K | 0.08% | +558+9.2% | Added |
| First Foundation Advisors | 6,641 | $466.0K | 0.02% | −61−0.9% | 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 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,596 | $463.0K | 0.19% | −616−8.5% | Reduced |
| 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 |
| Brandywine Oak Private Wealth LLC | 6,531 | $458.0K | 0.05% | +200+3.2% | Added |
| Gsa Capital Partners LLP | 6,510 | $457.0K | 0.05% | +6,510 | New |
| Lingohr & Partner Asset Management GmbH | 6,500 | $456.0K | 1.22% | 00.0% | Unchanged |
| 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 |
| Atlantic Trust, LLC | 6,405 | $450.0K | 0.28% | −655−9.3% | Reduced |
| Caxton Associates LP | 6,397 | $449.0K | 0.06% | −693−9.8% | Reduced |
| Professional Planning | 6,391 | $448.0K | 0.21% | +809+14.5% | 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 |
| Change Path, LLC | 6,360 | $446.0K | 0.03% | +1,146+22.0% | Added |
| Camden Capital, LLC | 6,320 | $444.0K | 0.09% | +6,320 | New |
| Ashton Thomas Private Wealth, LLC | 6,291 | $441.5K | 0.06% | +6,291 | New |
| 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 |
| 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 |
| BOK Financial Private Wealth, Inc. | 6,234 | $437.0K | 0.03% | +985+18.8% | Added |
| Glen Eagle Advisors, LLC | 6,203 | $435.3K | 0.13% | 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 |
| Pictet Bank & Trust Ltd | 6,165 | $433.0K | 0.27% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,125 | $430.0K | 0.04% | +1,753+40.1% | Added |
| 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 |