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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 4,767 | $335.0K | 0.03% | +455+10.6% | Added |
| Stillwater Capital Advisors, LLC | 4,765 | $334.0K | 0.06% | −1,880−28.3% | Reduced |
| Hartford Financial Management Inc. | 4,765 | $334.0K | 0.08% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,742 | $332.0K | 0.05% | −1,236−20.7% | Reduced |
| Hyman Charles D | 4,711 | $331.0K | 0.02% | +158+3.5% | Added |
| Virtu Financial LLC | 4,718 | $331.0K | 0.03% | +246+5.5% | Added |
| Capital Markets Trading UK LLP | 4,629 | $331.0K | 0.26% | +4,629 | New |
| KCS Wealth Advisory | 4,708 | $330.0K | 0.16% | −7,645−61.9% | Reduced |
| Pinnacle Financial Partners Inc | 4,688 | $329.0K | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,689 | $329.0K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 4,673 | $328.0K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 4,680 | $328.0K | 0.15% | +33+0.7% | Added |
| Family Legacy, Inc. | 4,491 | $325.0K | 0.15% | +4,491 | New |
| Allied Investment Advisors, LLC | 4,595 | $322.0K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,578 | $321.0K | 0.03% | +4,578 | New |
| Geller Advisors LLC | 4,565 | $320.0K | 0.07% | −2,134−31.9% | Reduced |
| Jump Financial, LLC | 4,553 | $320.0K | 0.02% | −1,927−29.7% | Reduced |
| Whitener Capital Management, Inc. | 5,170 | $318.0K | 0.15% | +240+4.9% | Added |
| Bridgewater Advisors Inc. | 4,519 | $317.0K | 0.09% | −20−0.4% | Reduced |
| Gs Investments, Inc. | 4,499 | $316.0K | 0.17% | +4,499 | New |
| Manchester Capital Management LLC | 4,487 | $315.0K | 0.04% | −20−0.4% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $315.0K | 0.14% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $315.0K | 0.22% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,477 | $314.0K | 0.04% | +4,477 | New |
| Polar Asset Management Partners Inc. | 4,462 | $313.0K | 0.00% | −2,079−31.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,442 | $311.7K | 0.08% | +41+0.9% | Added |
| Keel Point, LLC | 4,425 | $311.0K | 0.04% | +38+0.9% | Added |
| D'Orazio & Associates, Inc. | 4,412 | $310.0K | 0.08% | +1,281+40.9% | Added |
| Navellier & Associates Inc | 4,400 | $309.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 4,400 | $309.0K | 0.25% | +4,400 | New |
| New England Investment & Retirement Group, Inc. | 4,392 | $308.0K | 0.07% | +663+17.8% | Added |
| E Fund Management Co., Ltd. | 4,394 | $308.0K | 0.01% | +4,394 | New |
| Costello Asset Management, INC | 4,360 | $306.0K | 0.20% | −344−7.3% | Reduced |
| RNC Capital Management LLC | 4,346 | $305.0K | 0.02% | −500−10.3% | Reduced |
| Meridian Wealth Advisors, LLC | 4,349 | $305.0K | 0.08% | +113+2.7% | Added |
| Stableford Capital II LLC | 4,294 | $304.0K | 0.15% | −7,302−63.0% | Reduced |
| Cottage Street Advisors LLC | 4,333 | $304.0K | 0.20% | +10.0% | Added |
| Csenge Advisory Group | 4,236 | $302.0K | 0.03% | −345−7.5% | Reduced |
| Sage Mountain Advisors LLC | 4,284 | $301.0K | 0.04% | +289+7.2% | Added |
| Graypoint LLC | 4,278 | $300.0K | 0.04% | +357+9.1% | Added |
| Kempen Capital Management N.V. | 4,261 | $299.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,232 | $297.0K | 0.02% | +285+7.2% | Added |
| Bond & Devick Financial Network, Inc. | 4,225 | $297.0K | 0.25% | +4,225 | New |
| Stokes Family Office, LLC | 4,212 | $296.0K | 0.04% | +470+12.6% | Added |
| Ssi Investment Management LLC | 4,186 | $295.0K | 0.02% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 4,204 | $295.0K | 0.08% | +115+2.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,184 | $294.0K | 0.02% | +55+1.3% | Added |
| Zions Bancorporation, N.A. | 4,193 | $294.0K | 0.03% | +836+24.9% | Added |
| 55I, LLC | 4,195 | $294.0K | 0.01% | +4,195 | New |
| Americana Partners, LLC | 4,189 | $293.0K | 0.07% | +4,189 | New |
| Beaton Management Co. Inc. | 4,162 | $292.0K | 0.19% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 4,153 | $291.0K | 0.13% | +4,153 | New |
| Cahaba Wealth Management, Inc. | 4,149 | $291.0K | 0.04% | +4,149 | New |
| Trustco Bank Corp N Y | 4,138 | $290.0K | 0.27% | +20+0.5% | Added |
| Mark Stevens | 4,126 | $290.0K | 0.03% | +42+1.0% | Added |
| Roble, Belko & Company, Inc | 4,113 | $289.0K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,108 | $288.0K | 0.14% | +1,000+32.2% | Added |
| Cable Hill Partners, LLC | 4,080 | $287.0K | 0.07% | −210−4.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,000 | $286.0K | 0.04% | −1,001−20.0% | Reduced |
| Atwood & Palmer Inc | 4,082 | $286.0K | 0.03% | −215−5.0% | Reduced |
| Platform Technology Partners | 4,063 | $285.0K | 0.13% | −517−11.3% | Reduced |
| CMG Global Holdings, LLC | 4,049 | $284.0K | 0.21% | −348−7.9% | Reduced |
| Check Capital Management Inc | 4,048 | $284.0K | 0.02% | +3+0.1% | Added |
| Legacy Wealth Planning, LLC | 4,049 | $284.0K | 0.32% | 00.0% | Unchanged |
| Highland Private Wealth Management | 4,042 | $284.0K | 0.04% | +290+7.7% | Added |
| Capital International Sarl | 3,996 | $280.0K | 0.02% | −577−12.6% | Reduced |
| Eads & Heald Wealth Management | 3,972 | $279.0K | 0.13% | +95+2.5% | Added |
| First Dallas Securities Inc. | 3,975 | $279.0K | 0.19% | +100+2.6% | Added |
| Legacy Financial Advisors, Inc. | 3,958 | $278.0K | 0.07% | +889+29.0% | Added |
| Tuttle Tactical Management | 3,966 | $278.0K | 0.32% | +1,044+35.7% | Added |
| Bahl & Gaynor Inc | 3,945 | $277.0K | 0.00% | −2,300−36.8% | Reduced |
| Lakeview Capital Partners, LLC | 3,944 | $277.0K | 0.13% | +302+8.3% | Added |
| Waller Financial Planning Group, Inc | 3,940 | $277.0K | 0.07% | +3,940 | New |
| First Nebraska Trust Co | 3,929 | $275.7K | 0.04% | +350+9.8% | Added |
| Beaumont Financial Partners, LLC | 3,918 | $275.0K | 0.02% | −3,804−49.3% | Reduced |
| Pavion Blue Capital, LLC | 3,921 | $275.0K | 0.17% | −238−5.7% | Reduced |
| Humankind Investments LLC | 3,920 | $275.0K | 0.13% | +3,920 | New |
| Private Capital Group, LLC | 3,909 | $274.0K | 0.06% | +124+3.3% | Added |
| Summit Financial Wealth Advisors, LLC | 3,900 | $274.0K | 0.06% | +3,900 | New |
| RSM US Wealth Management LLC | 3,875 | $272.0K | 0.01% | −215−5.3% | Reduced |
| Park National Corp | 3,880 | $272.0K | 0.01% | −2−0.1% | Reduced |
| Telemus Capital, LLC | 3,880 | $272.0K | 0.02% | +3,880 | New |
| West Chester Capital Advisors, Inc | 3,855 | $271.0K | 0.21% | 00.0% | Unchanged |
| Phocas Financial Corp. | 3,857 | $271.0K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,847 | $270.0K | 0.04% | +98+2.6% | Added |
| Voya Financial Advisors, Inc. | 3,718 | $266.0K | 0.03% | +209+6.0% | Added |
| Griffin Asset Management, Inc. | 3,780 | $265.0K | 0.03% | +8+0.2% | Added |
| Wilkinson Global Asset Management LLC | 3,765 | $264.0K | 0.02% | −280−6.9% | Reduced |
| Lafayette Investments, Inc. | 3,761 | $264.0K | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,766 | $264.0K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,755 | $264.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,753 | $263.4K | 0.02% | +3,753 | New |
| Gilbert & Cook, Inc. | 3,705 | $260.0K | 0.05% | +172+4.9% | Added |
| Pinnacle Bancorp, Inc. | 3,688 | $259.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,554 | $257.0K | 0.06% | +518+17.1% | Added |
| Gables Capital Management Inc. | 3,650 | $256.0K | 0.17% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 3,523 | $256.0K | 0.14% | −107−2.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,619 | $254.0K | 0.20% | −10.0% | Reduced |
| Blueprint Investment Partners LLC | 3,622 | $254.0K | 0.13% | +3,622 | New |
| BLB&B Advisors, LLC | 3,598 | $253.0K | 0.02% | +36+1.0% | Added |