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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 3,595 | $252.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 3,584 | $252.0K | 0.03% | +111+3.2% | Added |
| Covenant Multifamily Offices, LLC | 3,469 | $252.0K | 0.05% | +370+11.9% | Added |
| Coldstream Capital Management Inc | 5,823 | $251.0K | 0.01% | −3,243−35.8% | Reduced |
| CWA Asset Management Group, LLC | 3,582 | $251.0K | 0.02% | +284+8.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,583 | $251.0K | 0.06% | +3,583 | New |
| Gitterman Wealth Management, LLC | 3,562 | $250.0K | 0.20% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 3,553 | $249.0K | 0.21% | +25+0.7% | Added |
| Clear Creek Financial Management, LLC | 3,544 | $249.0K | 0.04% | +167+4.9% | Added |
| CPWM, LLC | 3,519 | $247.0K | 0.02% | −105−2.9% | Reduced |
| Wealth Quarterback LLC | 3,499 | $246.0K | 0.16% | +79+2.3% | Added |
| Red Door Wealth Management, LLC | 3,495 | $245.0K | 0.09% | −279−7.4% | Reduced |
| Resource Management, LLC | 3,491 | $245.0K | 0.03% | +10.0% | Added |
| Beirne Wealth Consulting Services, LLC | 3,476 | $244.0K | 0.14% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,434 | $241.0K | 0.04% | +46+1.4% | Added |
| Pallas Capital Advisors LLC | 3,499 | $241.0K | 0.03% | +3,499 | New |
| Parcion Private Wealth LLC | 3,313 | $239.0K | 0.02% | −262−7.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,412 | $239.0K | 0.02% | −50−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 3,389 | $238.0K | 0.09% | +449+15.3% | Added |
| Garrison Point Advisors, LLC | 3,370 | $237.0K | 0.17% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,374 | $237.0K | 0.16% | +82+2.5% | Added |
| Noesis Capital Mangement Corp | 3,349 | $235.0K | 0.05% | +84+2.6% | Added |
| Sound View Wealth Advisors Group, LLC | 3,340 | $234.0K | 0.05% | −98−2.9% | Reduced |
| Q Capital Solutions | 3,300 | $232.0K | 0.17% | −5,275−61.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,289 | $231.0K | 0.06% | −10,001−75.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,285 | $231.0K | 0.07% | +141+4.5% | Added |
| Ropes Wealth Advisors LLC | 3,270 | $229.0K | 0.04% | −287−8.1% | Reduced |
| Salzhauer Michael | 3,265 | $229.0K | 0.10% | −10.0% | Reduced |
| Winthrop Advisory Group LLC | 3,266 | $229.0K | 0.05% | +210+6.9% | Added |
| Ayalon Holdings Ltd. | 3,200 | $228.0K | 0.08% | −1,260−28.3% | Reduced |
| GFS Advisors, LLC | 3,248 | $228.0K | 0.05% | −125−3.7% | Reduced |
| Cambridge Trust Co | 3,215 | $226.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,219 | $226.0K | 0.10% | +30+0.9% | Added |
| Old North State Trust, LLC | 3,214 | $226.0K | 0.20% | +199+6.6% | Added |
| IFG Advisory, LLC | 3,232 | $226.0K | 0.02% | +308+10.5% | Added |
| New Jersey Better Educational Savings Trust | 3,211 | $225.0K | 0.45% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,205 | $225.0K | 0.05% | +3,205 | New |
| Oakworth Capital, Inc. | 3,179 | $223.0K | 0.02% | −2,159−40.4% | Reduced |
| Lee Danner & Bass Inc | 3,175 | $223.0K | 0.02% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,171 | $223.0K | 0.14% | +225+7.6% | Added |
| Global Retirement Partners, LLC | 3,161 | $222.0K | 0.02% | +235+8.0% | Added |
| Bulltick Wealth Management, LLC | 3,159 | $221.7K | 0.05% | −1,200−27.5% | Reduced |
| RMR Wealth Builders | 3,135 | $220.0K | 0.06% | −95−2.9% | Reduced |
| Stonnington Group, LLC | 3,017 | $218.0K | 0.05% | −520−14.7% | Reduced |
| Brown Brothers Harriman & Co | 3,104 | $218.0K | 0.00% | +1,216+64.4% | Added |
| Hamilton Capital, LLC | 3,087 | $217.0K | 0.02% | +3,087 | New |
| Northeast Financial Consultants Inc | 3,076 | $216.0K | 0.01% | +208+7.3% | Added |
| Good Life Advisors, LLC | 3,046 | $214.0K | 0.03% | +3,046 | New |
| Edge Capital Group, LLC | 3,044 | $214.0K | 0.02% | +3,044 | New |
| Quantinno Capital Management LP | 3,037 | $213.0K | 0.24% | 00.0% | Unchanged |
| Cypress Capital Group | 3,032 | $213.0K | 0.03% | +3,032 | New |
| Sunflower Bank, N.A. | 3,026 | $212.0K | 0.03% | −1,316−30.3% | Reduced |
| Rossmore Private Capital | 3,008 | $211.0K | 0.04% | +100+3.4% | Added |
| Gray Wealth Management Inc. | 3,003 | $211.0K | 0.12% | +3,003 | New |
| MV Capital Management, Inc. | 2,988 | $210.0K | 0.03% | +556+22.9% | Added |
| Resonant Capital Advisors, LLC | 2,974 | $209.0K | 0.04% | +2,974 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,958 | $208.0K | 0.00% | −268−8.3% | Reduced |
| Fusion Capital, LLC | 2,957 | $208.0K | 0.12% | +2,957 | New |
| King Wealth | 2,953 | $207.0K | 0.04% | +2,953 | New |
| Bell Bank | 2,925 | $205.0K | 0.03% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,924 | $205.0K | 0.12% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,909 | $204.2K | 0.08% | +12+0.4% | Added |
| Claret Asset Management Corp | 2,909 | $204.0K | 0.03% | −28−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 2,905 | $204.0K | 0.08% | 00.0% | Unchanged |
| Titus Wealth Management | 2,889 | $204.0K | 0.11% | +2+0.1% | Added |
| Claro Advisors LLC | 2,914 | $204.0K | 0.09% | +2,914 | New |
| Beta Wealth Group, Inc. | 2,900 | $203.0K | 0.15% | −100−3.3% | Reduced |
| Edgestream Partners, L.P. | 2,895 | $203.0K | 0.01% | +2,895 | New |
| Symphony Financial, Ltd. Co. | 2,843 | $203.0K | 0.07% | +2,843 | New |
| Camelot Portfolios, LLC | 2,885 | $202.0K | 0.10% | −500−14.8% | Reduced |
| Kavar Capital Partners Group, LLC | 2,880 | $202.0K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,877 | $202.0K | 0.00% | +2,877 | New |
| WMS Partners, LLC | 2,853 | $200.0K | 0.03% | −146−4.9% | Reduced |
| Patron Partners Advisors, LLC | 2,850 | $200.0K | 0.15% | +2,850 | New |
| Wolverine Asset Management LLC | 2,794 | $196.0K | 0.00% | +2,794 | New |
| Accel Wealth Management | 2,769 | $194.0K | 0.13% | +7+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 2,770 | $194.0K | 0.09% | +2,770 | New |
| Centerpoint Advisors, LLC | 2,744 | $193.0K | 0.09% | +10.0% | Added |
| Caldwell Trust Co | 2,726 | $191.3K | 0.02% | −73−2.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,699 | $189.4K | 0.00% | −85−3.1% | Reduced |
| Bartlett & Co. LLC | 2,699 | $189.0K | 0.00% | −85−3.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 4,257 | $184.0K | 0.00% | +34+0.8% | Added |
| Evolution Wealth Advisors, LLC | 2,615 | $184.0K | 0.04% | +150+6.1% | Added |
| Adirondack Trust Co | 2,635 | $182.0K | 0.09% | +167+6.8% | Added |
| Eagle Bay Advisors LLC | 2,593 | $181.0K | 0.11% | +826+46.7% | Added |
| First National Bank of South Miami | 2,571 | $180.0K | 0.12% | +283+12.4% | Added |
| Sugarloaf Wealth Management, LLC | 2,522 | $177.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,490 | $175.0K | 0.08% | −92−3.6% | Reduced |
| Montag A & Associates Inc | 2,464 | $173.0K | 0.01% | +420+20.5% | Added |
| Fortis Advisors, LLC | 2,423 | $170.0K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,402 | $169.0K | 0.04% | −2,532−51.3% | Reduced |
| Silvant Capital Management LLC | 2,386 | $167.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 2,333 | $164.0K | 0.03% | +1,406+151.7% | Added |
| First Command Financial Services, Inc. | 2,333 | $164.0K | 0.03% | +1,406+151.7% | Added |
| City Holding Co | 2,284 | $160.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,253 | $158.0K | 0.06% | +238+11.8% | Added |
| CNB Bank | 2,194 | $154.0K | 0.09% | −734−25.1% | Reduced |
| Crescent Capital Consulting, LLC | 2,200 | $154.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,130 | $149.0K | 0.08% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,102 | $148.0K | 0.01% | +192+10.1% | Added |