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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| Bessemer Securities LLC | 34,625 | $2.43M | 0.83% | +8,040+30.2% | Added |
| Kestra Private Wealth Services, LLC | 34,566 | $2.43M | 0.14% | +1,619+4.9% | Added |
| HCR Wealth Advisors | 34,570 | $2.43M | 0.40% | +3,631+11.7% | Added |
| BBR Partners, LLC | 34,387 | $2.41M | 0.20% | −331−1.0% | Reduced |
| Hills Bank & Trust Co | 34,382 | $2.41M | 0.36% | +943+2.8% | Added |
| Cozad Asset Management Inc | 34,143 | $2.40M | 0.37% | +34,143 | New |
| Carret Asset Management, LLC | 34,028 | $2.39M | 0.28% | −1,107−3.2% | Reduced |
| Chilton Capital Management LLC | 33,894 | $2.38M | 0.14% | −200−0.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 33,814 | $2.37M | 0.77% | +3,243+10.6% | Added |
| Armstrong Shaw Associates Inc | 33,526 | $2.35M | 2.06% | +694+2.1% | Added |
| Pendal Group Limited | 33,254 | $2.33M | 0.02% | −11,492−25.7% | Reduced |
| Wunderlich Capital Managemnt | 33,204 | $2.33M | 1.12% | +738+2.3% | Added |
| Okabena Investment Services Inc | 33,172 | $2.33M | 1.23% | −868−2.5% | Reduced |
| Horiko Capital Management LLC | 32,976 | $2.31M | 1.00% | −10,264−23.7% | Reduced |
| Richard P Slaughter Associates Inc | 32,655 | $2.29M | 0.91% | +217+0.7% | Added |
| Ritholtz Wealth Management | 32,593 | $2.29M | 0.16% | +8,566+35.7% | Added |
| Brewin Dolphin Ltd | 32,501 | $2.28M | 0.09% | +1,496+4.8% | Added |
| Panagora Asset Management Inc | 32,489 | $2.28M | 0.01% | −64,967−66.7% | Reduced |
| Veriti Management LLC | 32,423 | $2.27M | 0.32% | +2,355+7.8% | Added |
| Illinois Municipal Retirement Fund | 32,417 | $2.27M | 0.08% | +2,857+9.7% | Added |
| Greytown Advisors Inc. | 32,348 | $2.27M | 1.01% | +14,837+84.7% | Added |
| Murphy Capital Management Inc | 32,242 | $2.26M | 0.26% | −1,857−5.4% | Reduced |
| Summit X, LLC | 32,108 | $2.25M | 0.57% | +1,165+3.8% | Added |
| Alaska Permanent Fund Corp | 32,000 | $2.25M | 0.04% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 31,522 | $2.21M | 0.27% | −386−1.2% | Reduced |
| Triangle Securities Wealth Management | 31,384 | $2.20M | 0.75% | +445+1.4% | Added |
| Bank of Nova Scotia Trust Co | 31,353 | $2.20M | 0.20% | +201+0.6% | Added |
| Eastover Investment Advisors LLC | 31,349 | $2.20M | 1.43% | +31,349 | New |
| Old National Bancorp | 31,149 | $2.19M | 0.08% | +420+1.4% | Added |
| Colony Group LLC | 30,953 | $2.17M | 0.04% | −7,364−19.2% | Reduced |
| Meridian Investment Counsel Inc. | 30,888 | $2.17M | 0.79% | +825+2.7% | Added |
| Holocene Advisors, LP | 30,882 | $2.17M | 0.01% | +30,882 | New |
| MidWestOne Financial Group, Inc. | 30,767 | $2.16M | 0.51% | −2,560−7.7% | Reduced |
| Tandem Capital Management Corp | 30,742 | $2.16M | 1.36% | +70+0.2% | Added |
| Independent Advisor Alliance | 30,735 | $2.16M | 0.12% | +2,486+8.8% | Added |
| Navis Wealth Advisors, LLC | 30,609 | $2.15M | 1.82% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 30,197 | $2.12M | 0.14% | −6,925−18.7% | Reduced |
| Pensionfund DSM Netherlands | 30,000 | $2.10M | 0.27% | +30,000 | New |
| Ulysses Management LLC | 30,000 | $2.10M | 0.37% | +30,000 | New |
| Advisory Services Network, LLC | 29,951 | $2.10M | 0.07% | −3,137−9.5% | Reduced |
| Birmingham Capital Management Co Inc | 29,802 | $2.09M | 0.80% | −825−2.7% | Reduced |
| Tocqueville Asset Management L.P. | 29,649 | $2.08M | 0.03% | +758+2.6% | Added |
| Colrain Capital LLC | 29,575 | $2.08M | 3.89% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,509 | $2.07M | 0.12% | +21,989+292.4% | Added |
| Prudent Man Advisors, LLC | 29,471 | $2.07M | 0.78% | −409−1.4% | Reduced |
| Berkshire Bank | 29,449 | $2.07M | 0.50% | +322+1.1% | Added |
| Cohen Investment Advisors LLC | 29,358 | $2.06M | 1.58% | −1,590−5.1% | Reduced |
| Comerica Securities,inc. | 29,321 | $2.06M | 0.15% | +359+1.2% | Added |
| Trust Co of Oklahoma | 29,286 | $2.06M | 0.74% | −502−1.7% | Reduced |
| Cullinan Associates Inc | 29,226 | $2.05M | 0.11% | +6,026+26.0% | Added |
| Kornitzer Capital Management Inc | 29,155 | $2.05M | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 29,005 | $2.04M | 0.40% | −335−1.1% | Reduced |
| Simmons Bank | 28,735 | $2.02M | 0.15% | −224−0.8% | Reduced |
| Corient Capital Partners, LLC | 28,620 | $2.01M | 0.15% | +300+1.1% | Added |
| Bank Hapoalim BM | 28,504 | $2.00M | 0.21% | +80+0.3% | Added |
| Kinneret Advisory, LLC | 28,263 | $1.98M | 0.23% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 28,179 | $1.98M | 0.09% | +757+2.8% | Added |
| Stratos Wealth Partners, LTD. | 28,142 | $1.98M | 0.05% | +977+3.6% | Added |
| Altium Wealth Management LLC | 27,944 | $1.96M | 0.14% | +2,243+8.7% | Added |
| Winton Group Ltd | 27,927 | $1.96M | 0.11% | +2,281+8.9% | Added |
| Deseret Mutual Benefit Administrators | 27,885 | $1.96M | 0.36% | −8,424−23.2% | Reduced |
| Stillwater Investment Management, LLC | 27,825 | $1.95M | 0.52% | −441−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 27,803 | $1.95M | 0.17% | −2,859−9.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,797 | $1.95M | 0.35% | +27,797 | New |
| Shepherd Financial Partners LLC | 27,757 | $1.95M | 0.38% | +452+1.7% | Added |
| Oarsman Capital, Inc. | 27,396 | $1.92M | 0.78% | +2,125+8.4% | Added |
| Buckingham Capital Management, Inc. | 27,105 | $1.90M | 0.31% | −1,146−4.1% | Reduced |
| Empirical Finance, LLC | 27,031 | $1.90M | 0.29% | +1,437+5.6% | Added |
| Boyar Asset Management Inc. | 26,711 | $1.88M | 1.24% | −306−1.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 26,697 | $1.87M | 1.01% | +26,697 | New |
| Loomis Sayles & Co L P | 26,605 | $1.87M | 0.00% | −1,250−4.5% | Reduced |
| Institute for Wealth Management, LLC. | 26,194 | $1.84M | 0.32% | +751+3.0% | Added |
| Gotham Asset Management, LLC | 26,157 | $1.84M | 0.07% | +4,312+19.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.83M | 0.60% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25,462 | $1.81M | 1.32% | −408−1.6% | Reduced |
| Venture Visionary Partners LLC | 25,755 | $1.81M | 0.13% | −1,467−5.4% | Reduced |
| Fma Advisory Inc | 25,738 | $1.81M | 0.67% | −4,441−14.7% | Reduced |
| Krilogy Financial LLC | 25,739 | $1.81M | 0.18% | +687+2.7% | Added |
| Farmers & Merchants Investments Inc | 25,700 | $1.80M | 0.08% | +24,600+2,236.4% | Added |
| Somerset Trust Co | 25,698 | $1.80M | 0.74% | −835−3.1% | Reduced |
| Columbia Asset Management | 25,653 | $1.80M | 0.40% | +1,136+4.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 25,614 | $1.80M | 0.25% | +409+1.6% | Added |
| 44 Wealth Management LLC | 25,467 | $1.79M | 0.68% | −263−1.0% | Reduced |
| American Portfolios Advisors | 25,069 | $1.76M | 0.07% | +1,804+7.8% | Added |
| Ieq Capital, LLC | 25,043 | $1.76M | 0.05% | +7,068+39.3% | Added |
| Ascendant Capital Management, LLC | 25,000 | $1.75M | 1.33% | −10,000−28.6% | Reduced |
| Walleye Capital LLC | 24,915 | $1.75M | 0.05% | −28,657−53.5% | Reduced |
| Trust Asset Management LLC | 24,837 | $1.74M | 0.24% | +1,324+5.6% | Added |
| Essex Financial Services, Inc. | 24,691 | $1.73M | 0.20% | +9,378+61.2% | Added |
| Aft, Forsyth & Sober, LLC | 24,550 | $1.72M | 0.65% | 00.0% | Unchanged |
| JB Capital LLC | 24,528 | $1.72M | 0.22% | +24,528 | New |
| Dynamic Technology Lab Private Ltd | 24,406 | $1.71M | 0.21% | −49,436−66.9% | Reduced |
| Wintrust Investments LLC | 24,362 | $1.71M | 0.23% | +1,050+4.5% | Added |
| High Pointe Capital Management LLC | 24,350 | $1.71M | 1.35% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 24,232 | $1.70M | 0.46% | +1,878+8.4% | Added |
| Prime Capital Investment Advisors, LLC | 24,098 | $1.69M | 0.11% | +17,861+286.4% | Added |
| Allstate Corp | 24,069 | $1.69M | 0.07% | −3,976−14.2% | Reduced |
| InTrack Investment Management Inc | 24,230 | $1.69M | 1.23% | +613+2.6% | Added |
| Hollencrest Capital Management | 23,977 | $1.68M | 0.15% | −992−4.0% | Reduced |
| Moors & Cabot, Inc. | 23,936 | $1.68M | 0.11% | −107−0.4% | Reduced |