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 |
|---|---|---|---|---|---|
| Sierra Capital LLC | 2,074 | $146.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,074 | $146.0K | 0.04% | +172+9.0% | Added |
| McIlrath & Eck, LLC | 2,006 | $141.0K | 0.04% | +189+10.4% | Added |
| Hexagon Capital Partners LLC | 1,986 | $139.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,964 | $138.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,912 | $134.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,897 | $133.0K | 0.03% | +358+23.3% | Added |
| Rock Creek Group, LP | 1,879 | $132.0K | 0.02% | −1,312−41.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,875 | $132.0K | 0.10% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,877 | $130.0K | 0.01% | −84−4.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,849 | $130.0K | 0.07% | +6+0.3% | Added |
| CKW Financial Group | 1,700 | $121.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,715 | $120.0K | 0.02% | +2+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,680 | $118.0K | 0.03% | +109+6.9% | Added |
| JFS Wealth Advisors, LLC | 1,686 | $118.0K | 0.01% | +437+35.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,666 | $117.0K | 0.05% | 00.0% | Unchanged |
| Cordant, Inc. | 1,672 | $117.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,669 | $117.0K | 0.02% | +384+29.9% | Added |
| Gemmer Asset Management LLC | 1,652 | $116.0K | 0.02% | +10+0.6% | Added |
| Optimum Investment Advisors | 1,633 | $115.0K | 0.05% | −3,347−67.2% | Reduced |
| Financial Avengers, Inc. | 1,607 | $113.0K | 0.08% | +11+0.7% | Added |
| Tacita Capital Inc | 1,584 | $111.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,535 | $108.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,510 | $106.0K | 0.01% | +255+20.3% | Added |
| SOA Wealth Advisors, LLC. | 1,518 | $106.0K | 0.03% | +362+31.3% | Added |
| JCIC Asset Management Inc. | 1,480 | $104.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,475 | $104.0K | 0.02% | −261−15.0% | Reduced |
| Peoples Financial Services Corp. | 1,486 | $104.0K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,412 | $99.0K | 0.06% | +7+0.5% | Added |
| Baystate Wealth Management LLC | 1,406 | $99.0K | 0.01% | +136+10.7% | Added |
| Fieldpoint Private Securities, LLC | 1,408 | $99.0K | 0.02% | +273+24.1% | Added |
| Reilly Financial Advisors, LLC | 1,372 | $96.0K | 0.01% | +106+8.4% | Added |
| Avion Wealth | 1,351 | $95.0K | 0.03% | +9+0.7% | Added |
| Ironwood Financial, llc | 1,327 | $93.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,324 | $93.0K | 0.04% | +253+23.6% | Added |
| S.A. Mason LLC | 1,265 | $89.0K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,240 | $87.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,219 | $86.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,215 | $85.0K | 0.07% | +10+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,200 | $84.2K | 0.10% | +400+50.0% | Added |
| AllSquare Wealth Management LLC | 1,167 | $82.0K | 0.05% | −3,550−75.3% | Reduced |
| Atlas Capital Advisors LLC | 1,161 | $81.5K | 0.01% | −2,739−70.2% | Reduced |
| Monetary Management Group Inc | 1,145 | $80.0K | 0.02% | +500+77.5% | Added |
| Kessler Investment Group, LLC | 1,123 | $79.0K | 0.06% | +1,123 | New |
| Center for Financial Planning, Inc. | 1,095 | $77.0K | 0.02% | 00.0% | Unchanged |
| Motco | 1,081 | $76.0K | 0.00% | +198+22.4% | Added |
| Kings Point Capital Management | 1,076 | $76.0K | 0.01% | +493+84.6% | Added |
| Column Capital Advisors, LLC | 1,050 | $74.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,038 | $73.0K | 0.02% | −139−11.8% | Reduced |
| Earnest Partners LLC | 1,033 | $72.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,002 | $70.0K | 0.00% | −261−20.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 999 | $70.0K | 0.05% | +922+1,197.4% | Added |
| Tucker Asset Management LLC | 1,000 | $69.2K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 989 | $69.0K | 0.02% | +989 | New |
| West Paces Advisors Inc. | 967 | $67.9K | 0.02% | −550−36.3% | Reduced |
| Cypress Point Wealth Management, LLC | 942 | $66.0K | 0.05% | +17+1.8% | Added |
| Key Financial Inc | 929 | $65.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 886 | $62.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 882 | $62.0K | 0.03% | +2+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 874 | $61.0K | 0.01% | +2+0.2% | Added |
| Global Trust Asset Management, LLC | 852 | $60.0K | 0.03% | −86−9.2% | Reduced |
| Bollard Group LLC | 862 | $60.0K | 0.00% | +6+0.7% | Added |
| Joseph P. Lucia & Associates, LLC | 849 | $60.0K | 0.04% | −19−2.2% | Reduced |
| Sittner & Nelson, LLC | 845 | $59.0K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 840 | $59.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 820 | $57.0K | 0.02% | −13,541−94.3% | Reduced |
| First Financial Corp | 800 | $56.0K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $56.0K | 0.01% | +800 | New |
| Ellis Investment Partners, LLC | 793 | $55.0K | 0.01% | +5+0.6% | Added |
| Lee Financial Co | 783 | $55.0K | 0.01% | +257+48.9% | Added |
| Mascoma Wealth Management LLC | 763 | $54.0K | 0.02% | +763 | New |
| Acima Private Wealth, LLC | 760 | $53.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 750 | $53.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 764 | $53.0K | 0.03% | +764 | New |
| Dividend Assets Capital, LLC | 745 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 739 | $52.0K | 0.01% | +55+8.0% | Added |
| South State Corp. | 713 | $50.0K | 0.00% | +713 | New |
| Guidance Point Advisors, LLC | 712 | $50.0K | 0.02% | +712 | New |
| Rocky Mountain Advisers, LLC | 700 | $49.0K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $49.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 667 | $47.0K | 0.03% | −100−13.0% | Reduced |
| Logan Capital Management Inc | 665 | $47.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 675 | $47.0K | 0.00% | +575+575.0% | Added |
| RWM Asset Management, LLC | 670 | $47.0K | 0.01% | +670 | New |
| Charter Oak Capital Management, LLC | 657 | $46.0K | 0.01% | +1+0.2% | Added |
| Hudock, Inc. | 638 | $44.0K | 0.01% | +4+0.6% | Added |
| Cranbrook Wealth Management, LLC | 616 | $43.0K | 0.01% | +21+3.5% | Added |
| Liberty Wealth Management LLC | 591 | $41.0K | 0.01% | +122+26.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 572 | $40.1K | 0.01% | +572 | New |
| Investment Research & Advisory Group, Inc. | 566 | $40.0K | 0.03% | −65−10.3% | Reduced |
| Hall Laurie J Trustee | 570 | $40.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 564 | $40.0K | 0.00% | +94+20.0% | Added |
| Financial Perspectives, Inc | 566 | $39.7K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 560 | $39.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 907 | $39.0K | 0.03% | −2,019−69.0% | Reduced |
| Annapolis Financial Services, LLC | 555 | $39.0K | 0.01% | +305+122.0% | Added |
| Valley National Advisers Inc | 537 | $38.0K | 0.01% | −216−28.7% | Reduced |
| Resolute Partners Group | 541 | $38.0K | 0.01% | +13+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 527 | $37.0K | 0.00% | −244−31.6% | Reduced |