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 |
|---|---|---|---|---|---|
| Meridian Wealth Partners, LLC | 509 | $36.0K | 0.01% | +509 | New |
| Horrell Capital Management, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| JBF Capital, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 495 | $35.0K | 0.02% | +302+156.5% | Added |
| Cahill Financial Advisors Inc | 500 | $35.0K | 0.01% | +500 | New |
| Harvest Fund Management Co., Ltd | 496 | $34.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 481 | $34.0K | 0.03% | +3+0.6% | Added |
| Pacitti Group Inc. | 466 | $33.0K | 0.02% | −33−6.6% | Reduced |
| Ogorek Anthony Joseph | 476 | $33.0K | 0.02% | 00.0% | Unchanged |
| Sage Financial Group Inc | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 461 | $32.0K | 0.01% | +129+38.9% | Added |
| NuWave Investment Management, LLC | 457 | $32.0K | 0.04% | +457 | New |
| Raffa Wealth Management, LLC | 442 | $31.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 439 | $31.0K | 0.00% | +209+90.9% | Added |
| Tortoise Investment Management, LLC | 426 | $30.0K | 0.01% | +5+1.2% | Added |
| First Bank & Trust | 417 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 415 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 410 | $29.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $29.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 400 | $28.0K | 0.01% | +400 | New |
| Tower View Investment Management & Research LLC | 400 | $28.0K | 0.02% | +400 | New |
| Phoenix Wealth Advisors | 389 | $27.0K | 0.02% | −38−8.9% | Reduced |
| Clean Yield Group | 383 | $27.0K | 0.01% | +183+91.5% | Added |
| Benjamin Edwards Inc | 389 | $27.0K | 0.02% | +389 | New |
| Wolff Wiese Magana LLC | 362 | $26.0K | 0.02% | −8−2.2% | Reduced |
| Bell Investment Advisors, Inc | 369 | $26.0K | 0.01% | +369 | New |
| blooom, inc. | 12,192 | $25.0K | 0.02% | −858−6.6% | Reduced |
| Laurel Wealth Advisors LLC | 361 | $25.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 361 | $25.0K | 0.02% | +350+3,181.8% | Added |
| Front Row Advisors LLC | 324 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 331 | $23.0K | 0.00% | +331 | New |
| Advocacy Wealth Management Services, LLC | 319 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $22.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 301 | $21.0K | 0.00% | −990−76.7% | Reduced |
| First Personal Financial Services | 294 | $21.0K | 0.01% | −291−49.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 285 | $20.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 275 | $19.3K | 0.01% | +275 | New |
| Valley Forge Investment Consultants Inc Adv | 270 | $19.0K | 0.01% | +35+14.9% | Added |
| Hoey Investments, Inc | 260 | $18.0K | 0.01% | −1,500−85.2% | Reduced |
| Princeton Global Asset Management LLC | 257 | $18.0K | 0.01% | −221−46.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 243 | $17.0K | 0.03% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 246 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 225 | $16.0K | 0.00% | −150−40.0% | Reduced |
| Heritage Wealth Management, LLC | 234 | $16.0K | 0.01% | −50−17.6% | Reduced |
| Albion Financial Group | 227 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 212 | $15.0K | 0.00% | −661−75.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 224 | $15.0K | 0.00% | +224 | New |
| Dark Forest Capital Management LP | 208 | $15.0K | 0.01% | +208 | New |
| Evermay Wealth Management LLC | 200 | $14.0K | 0.00% | −100−33.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 194 | $14.0K | 0.02% | +133+218.0% | Added |
| Consolidated Planning Corp | 205 | $14.0K | 0.01% | +205 | New |
| Strategic Asset Management, LLC | 200 | $14.0K | 0.02% | +200 | New |
| Rockbridge Investment Management, LCC | 172 | $12.0K | 0.00% | +1+0.6% | Added |
| Community Bank, N.A. | 163 | $11.0K | 0.00% | −10−5.8% | Reduced |
| Baldwin Brothers Inc | 148 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 153 | $11.0K | 0.00% | +1+0.7% | Added |
| Bedel Financial Consulting, Inc. | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 151 | $11.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 159 | $11.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 153 | $11.0K | 0.00% | +151+7,550.0% | Added |
| Security National Trust Co | 137 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 147 | $10.0K | 0.00% | +2+1.4% | Added |
| Alaethes Wealth LLC | 137 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 143 | $10.0K | 0.00% | +143 | New |
| Red Tortoise LLC | 233 | $10.0K | 0.01% | +233 | New |
| Kelly Financial Services LLC | 130 | $9.12K | 0.01% | −9,068−98.6% | Reduced |
| Financial Enhancement Group LLC | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 140 | $9.00K | 0.00% | −10−6.7% | Reduced |
| Toth Financial Advisory Corp | 126 | $9.00K | 0.00% | +1+0.8% | Added |
| Arcadia Investment Management Corp | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 133 | $9.00K | 0.00% | +1+0.8% | Added |
| PFG Private Wealth Management, LLC | 125 | $9.00K | 0.01% | +125 | New |
| Cordasco Financial Network | 116 | $8.00K | 0.01% | −400−77.5% | Reduced |
| Pin Oak Investment Advisors Inc | 115 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 112 | $8.00K | 0.00% | +50+80.6% | Added |
| JCSD Capital, LLC | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 105 | $7.00K | 0.00% | +105 | New |
| NVWM, LLC | 92 | $6.00K | 0.00% | −29−24.0% | Reduced |
| Baldrige Asset Management LLC | 72 | $5.00K | 0.00% | −71−49.7% | Reduced |
| ClariVest Asset Management LLC | 73 | $5.00K | 0.00% | −10−12.0% | Reduced |
| Westchester Capital Management, Inc. | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 70 | $5.00K | 0.00% | +35+100.0% | Added |
| Corbenic Partners LLC | 74 | $5.00K | 0.00% | +74 | New |
| IAG Wealth Partners, LLC | 71 | $5.00K | 0.00% | +67+1,675.0% | Added |
| Eukles Asset Management | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 52 | $4.00K | 0.00% | +1+2.0% | Added |
| Versant Capital Management, Inc | 52 | $4.00K | 0.00% | +18+52.9% | Added |
| American Research & Management Co. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |