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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 6,109 | $429.0K | 0.07% | +673+12.4% | Added |
| First Midwest Bank Trust Division | 6,107 | $428.0K | 0.06% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 6,034 | $423.0K | 0.12% | +6,034 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,020 | $422.0K | 0.02% | +6,020 | New |
| Woodward Diversified Capital, LLC | 6,000 | $421.0K | 0.26% | −1,436−19.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,000 | $421.0K | 0.07% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,977 | $420.0K | 0.17% | +690+13.1% | Added |
| Stephenson National Bank & Trust | 5,901 | $414.0K | 0.26% | +600+11.3% | Added |
| Alpha Omega Wealth Management LLC | 5,885 | $413.0K | 0.07% | 00.0% | Unchanged |
| Apriem Advisors | 5,810 | $408.0K | 0.06% | −423−6.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 5,815 | $408.0K | 0.08% | +15+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $408.0K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 5,794 | $407.0K | 0.12% | +35+0.6% | Added |
| Mather Group, LLC. | 5,751 | $404.0K | 0.01% | −1,180−17.0% | Reduced |
| Newport Wealth Strategies, Inc. | 5,744 | $403.0K | 0.24% | −27−0.5% | Reduced |
| Westshore Wealth, LLC | 5,680 | $399.0K | 0.32% | −2,493−30.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,677 | $398.0K | 0.13% | −515−8.3% | Reduced |
| Golden State Wealth Management, LLC | 5,663 | $397.0K | 0.09% | +496+9.6% | Added |
| Keebeck Alpha, LP | 5,623 | $395.0K | 0.12% | +507+9.9% | Added |
| CX Institutional | 5,613 | $394.0K | 0.03% | +824+17.2% | Added |
| Rehmann Capital Advisory Group | 5,569 | $390.7K | 0.04% | +218+4.1% | Added |
| Financial Counselors Inc | 5,541 | $389.0K | 0.01% | +2,035+58.0% | Added |
| Orca Investment Management, LLC | 5,522 | $388.0K | 0.34% | −758−12.1% | Reduced |
| Atlas Brown,Inc. | 5,528 | $388.0K | 0.17% | +5,528 | New |
| Brighton Jones LLC | 5,517 | $387.0K | 0.02% | −1,362−19.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,510 | $386.7K | 0.04% | +830+17.7% | Added |
| Welch Group, LLC | 5,501 | $386.0K | 0.03% | +615+12.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,484 | $385.0K | 0.04% | −50−0.9% | Reduced |
| Calton & Associates, Inc. | 5,485 | $384.0K | 0.08% | +1,193+27.8% | Added |
| K.J. Harrison & Partners Inc | 5,427 | $383.0K | 0.06% | −2,985−35.5% | Reduced |
| Select Asset Management & Trust | 5,453 | $383.0K | 0.28% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,432 | $381.0K | 0.11% | −265−4.7% | Reduced |
| Exencial Wealth Advisors, LLC | 5,434 | $381.0K | 0.02% | −214−3.8% | Reduced |
| FLC Capital Advisors | 5,434 | $381.0K | 0.11% | −114−2.1% | Reduced |
| Jeppson Wealth Management, LLC | 5,433 | $381.0K | 0.20% | +22+0.4% | Added |
| Equitable Trust Co | 5,408 | $380.0K | 0.02% | −379−6.5% | Reduced |
| Reliant Investment Management, LLC | 5,415 | $380.0K | 0.19% | 00.0% | Unchanged |
| Assetmark, Inc | 5,402 | $379.0K | 0.00% | +807+17.6% | Added |
| Denali Advisors LLC | 5,400 | $379.0K | 0.16% | +2,600+92.9% | Added |
| Newman Dignan & Sheerar, Inc. | 5,389 | $378.0K | 0.13% | +10.0% | Added |
| Arete Wealth Advisors, LLC | 6,226 | $378.0K | 0.04% | +214+3.6% | Added |
| Lowe Brockenbrough & Co Inc | 5,367 | $377.0K | 0.03% | +5,367 | New |
| Carolinas Wealth Consulting LLC | 5,362 | $376.0K | 0.09% | −60−1.1% | Reduced |
| Angeles Investment Advisors, LLC | 5,358 | $376.0K | 0.02% | +5,358 | New |
| Meristem Family Wealth, LLC | 5,337 | $375.0K | 0.04% | +5,337 | New |
| Alpha Cubed Investments, LLC | 5,329 | $374.0K | 0.03% | −345−6.1% | Reduced |
| Sather Financial Group Inc | 5,300 | $372.0K | 0.04% | +5,300 | New |
| Ifrah Financial Services, Inc. | 5,271 | $370.0K | 0.11% | −9−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $370.0K | 0.23% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 5,249 | $368.0K | 0.13% | +178+3.5% | Added |
| Brown Advisory Securities, LLC | 5,226 | $367.0K | 0.11% | −31,066−85.6% | Reduced |
| 1st Source Bank | 5,223 | $367.0K | 0.02% | −410−7.3% | Reduced |
| Tarbox Family Office, Inc. | 5,233 | $367.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5,208 | $365.0K | 0.11% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,182 | $364.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,181 | $364.0K | 0.03% | +3+0.1% | Added |
| Apollon Wealth Management, LLC | 5,187 | $364.0K | 0.05% | +212+4.3% | Added |
| Lantz Financial LLC | 5,168 | $363.0K | 0.19% | +103+2.0% | Added |
| Golden Green, Inc. | 5,142 | $361.0K | 0.28% | −1,351−20.8% | Reduced |
| Roosevelt Investment Group LLC | 5,127 | $360.0K | 0.02% | −400−7.2% | Reduced |
| Clark Capital Management Group, Inc. | 5,123 | $360.0K | 0.00% | −10.0% | Reduced |
| WBH Advisory Inc | 5,135 | $360.0K | 0.05% | +6+0.1% | Added |
| X-Square Capital, LLC | 5,095 | $358.0K | 0.19% | +44+0.9% | Added |
| Wealthsource Partners, LLC | 5,106 | $358.0K | 0.03% | +550+12.1% | Added |
| Alphasimplex Group, LLC | 5,081 | $357.0K | 0.30% | −6,117−54.6% | Reduced |
| Proficio Capital Partners LLC | 5,067 | $356.0K | 0.05% | +960+23.4% | Added |
| Successful Portfolios LLC | 5,060 | $355.0K | 0.21% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,044 | $354.0K | 0.06% | +5,044 | New |
| Nicolet Bankshares Inc | 5,031 | $353.0K | 0.09% | −3,525−41.2% | Reduced |
| Gamble Jones Investment Counsel | 5,010 | $352.0K | 0.02% | +1,010+25.3% | Added |
| Carroll Financial Associates, Inc. | 5,009 | $351.0K | 0.02% | −1,372−21.5% | Reduced |
| Harbor Advisors LLC | 5,000 | $351.0K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,006 | $351.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,999 | $351.0K | 0.05% | +585+13.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,001 | $351.0K | 0.06% | +523+11.7% | Added |
| Archford Capital Strategies, LLC | 4,975 | $349.0K | 0.08% | −18−0.4% | Reduced |
| Washington Trust Co | 4,964 | $348.0K | 0.01% | −90−1.8% | Reduced |
| First National Bank | 4,954 | $348.0K | 0.33% | +4,954 | New |
| CenterStar Asset Management, LLC | – | $348.0K | 0.27% | – | New |
| Intrua Financial, LLC | 4,954 | $348.0K | 0.06% | +4,954 | New |
| Virtue Capital Management, LLC | 4,950 | $347.0K | 0.06% | +14+0.3% | Added |
| Violich Capital Management, Inc. | 4,940 | $347.0K | 0.06% | +50+1.0% | Added |
| Wagner Wealth Management, LLC | 5,020 | $347.0K | 0.28% | +574+12.9% | Added |
| Modera Wealth Management, LLC | 4,942 | $347.0K | 0.02% | +4,942 | New |
| Financial Advocates Investment Management | 4,908 | $345.0K | 0.02% | −115−2.3% | Reduced |
| Affinity Investment Advisors, LLC | 4,911 | $345.0K | 0.15% | −56−1.1% | Reduced |
| Qci Asset Management Inc | 4,918 | $345.0K | 0.02% | +466+10.5% | Added |
| Wade G W & Inc | 4,907 | $344.0K | 0.02% | +221+4.7% | Added |
| NexWave Capital Partners LLC | 4,895 | $343.0K | 0.88% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,894 | $343.0K | 0.27% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,890 | $343.0K | 0.04% | +100+2.1% | Added |
| Measured Wealth Private Client Group, LLC | 4,875 | $342.0K | 0.13% | −833−14.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,875 | $342.0K | 0.08% | +4,875 | New |
| Blueshift Asset Management, LLC | 4,845 | $340.0K | 0.02% | −477−9.0% | Reduced |
| Centaurus Financial, Inc. | 4,828 | $339.0K | 0.03% | +204+4.4% | Added |
| CFM Wealth Partners LLC | 4,838 | $339.0K | 0.09% | +353+7.9% | Added |
| Bayesian Capital Management, LP | 4,800 | $337.0K | 0.10% | −32,500−87.1% | Reduced |
| Hanson & Doremus Investment Management | 4,807 | $337.0K | 0.08% | −2,235−31.7% | Reduced |
| Evoke Wealth, LLC | 4,810 | $337.0K | 0.01% | +1,348+38.9% | Added |
| Essex Savings Bank | 4,664 | $335.0K | 0.12% | +591+14.5% | Added |