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Livermore
ZHEN

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; 2,643 institutions reported holding it in 13F filings for Q2 2026, worth $187.1B in total; superinvestors Harris Associates (Oakmark) and Chou Associates hold it.

Other share classesC.PNC.PR

13F holders, Q3 2023

Institutional positions in Citigroup Inc as of Sep 30, 2023. 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
1,520
−64 vs. Q2 2023
Shares held
1.35B
−25.8M (−1.9%) vs. Q2 2023
Total value
$56.0B
−$7.70B (−12.1%) vs. Q2 2023
New holders
111
554 more added
Sold out
175
656 more reduced

25 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 1,520 institutions
Q1 2021: 1,713 institutionsQ2 2021: 1,705 institutionsQ3 2021: 1,727 institutionsQ4 2021: 1,838 institutionsQ1 2022: 1,761 institutionsQ2 2022: 1,659 institutionsQ3 2022: 1,605 institutionsQ4 2022: 1,605 institutionsQ1 2023: 1,576 institutionsQ2 2023: 1,609 institutionsQ3 2023: 1,520 institutionsQ4 2023: 1,673 institutionsQ1 2024: 1,778 institutionsQ2 2024: 1,788 institutionsQ3 2024: 1,792 institutionsQ4 2024: 1,997 institutionsQ1 2025: 2,026 institutionsQ2 2025: 2,064 institutionsQ3 2025: 2,216 institutionsQ4 2025: 2,460 institutionsQ1 2026: 2,475 institutionsQ2 2026: 2,643 institutions
Value heldQ3 2023: $56.0B
Q1 2021: $115.1BQ2 2021: $109.2BQ3 2021: $104.8BQ4 2021: $90.0BQ1 2022: $77.4BQ2 2022: $64.4BQ3 2022: $58.4BQ4 2022: $63.4BQ1 2023: $65.6BQ2 2023: $63.7BQ3 2023: $56.0BQ4 2023: $71.0BQ1 2024: $87.6BQ2 2024: $88.5BQ3 2024: $87.9BQ4 2024: $100.1BQ1 2025: $101.9BQ2 2025: $121.9BQ3 2025: $139.9BQ4 2025: $161.6BQ1 2026: $150.5BQ2 2026: $187.1B
Institutions holding C and their total value by quarter
QuarterHoldersValue
Q2 20262,643$187.1B
Q1 20262,475$150.5B
Q4 20252,460$161.6B
Q3 20252,216$139.9B
Q2 20252,064$121.9B
Q1 20252,026$101.9B
Q4 20241,997$100.1B
Q3 20241,792$87.9B
Q2 20241,788$88.5B
Q1 20241,778$87.6B
Q4 20231,673$71.0B
Q3 20231,520$56.0B
Q2 20231,609$63.7B
Q1 20231,576$65.6B
Q4 20221,605$63.4B
Q3 20221,605$58.4B
Q2 20221,659$64.4B
Q1 20221,761$77.4B
Q4 20211,838$90.0B
Q3 20211,727$104.8B
Q2 20211,705$109.2B
Q1 20211,713$115.1B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q2 2023.

Institutions holding C in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Centerpoint Advisors, LLC6$00.00%−500−98.8%Reduced
Sofos Investments, Inc.0$140.00%−46−100.0%Reduced
Hallmark Capital Management Inc1$350.00%00.0%Unchanged
Optimum Investment Advisors1$410.00%+1New
Stephens Consulting, LLC2$830.00%00.0%Unchanged
Wolff Wiese Magana LLC2$980.00%−92−97.9%Reduced
CGC Financial Services, LLC3$1230.00%00.0%Unchanged
Rise Advisors, LLC4$1540.00%−199−98.0%Reduced
Center for Financial Planning, Inc.4$1650.00%00.0%Unchanged
Tfo-TDC, LLC4$1840.00%+4New
Tacita Capital Inc5$2060.00%00.0%Unchanged
HighMark Wealth Management LLC6$2360.00%00.0%Unchanged
Spartan Planning & Wealth Management7$2880.00%+7New
Authentikos Wealth Advisory, LLC8$3290.00%+8New
Hibernia Wealth Partners, LLC10$4110.00%+10New
Provenance Wealth Advisors, LLC17$6990.00%+17New
Cedar Mountain Advisors, LLC20$8230.00%00.0%Unchanged
Ruedi Wealth Management, Inc.20$8230.00%+20New
New Millennium Group LLC21$8640.00%00.0%Unchanged
USA Financial Portformulas Corp22$9050.00%00.0%Unchanged
BBJS Financial Advisors, LLC24$9880.00%00.0%Unchanged
PrairieView Partners, LLC29$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC14$1.00K0.00%+14New
Motco27$1.11K0.00%−29−51.8%Reduced
Bogart Wealth, LLC28$1.15K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC29$1.20K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC30$1.23K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.30$1.23K0.00%00.0%Unchanged
Versant Capital Management, Inc34$1.40K0.00%−36−51.4%Reduced
Moisand Fitzgerald Tamayo, LLC35$1.44K0.00%−407−92.1%Reduced
Perkins Coie Trust Co36$1.48K0.00%+36New
JDM Financial Group LLC38$1.56K0.00%00.0%Unchanged
LGT Financial Advisors LLC38$1.56K0.00%+38New
Northwest Investment Counselors, LLC40$1.65K0.00%+40New
Bellevue Asset Management, LLC41$1.70K0.00%+1+2.5%Added
Cassady Schiller Wealth Management, LLC46$1.89K0.00%00.0%Unchanged
DecisionPoint Financial, LLC46$1.89K0.00%+46New
Aspire Private Capital, LLC48$1.99K0.00%00.0%Unchanged
Briaud Financial Planning, Inc49$2.00K0.00%+49New
Byrne Asset Management LLC54$2.00K0.00%+54New
Institutional & Family Asset Management, LLC50$2.06K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC57$2.34K0.00%00.0%Unchanged
Eukles Asset Management57$2.34K0.00%00.0%Unchanged
Evermay Wealth Management LLC58$2.39K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.61$2.51K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC62$2.55K0.00%00.0%Unchanged
Colonial Trust Advisors65$2.67K0.00%−300−82.2%Reduced
GoalVest Advisory LLC70$2.88K0.00%+70New
Hazlett, Burt & Watson, Inc.84$3.00K0.00%+1+1.2%Added
DB Wealth Management Group, LLC73$3.00K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC68$3.08K0.00%−70−50.7%Reduced
Retirement Group, LLC75$3.08K0.00%−27−26.5%Reduced
Hoey Investments, Inc75$3.08K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC77$3.17K0.00%−1,740−95.8%Reduced
Iron Horse Wealth Management, LLC80$3.29K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC90$3.70K0.00%+60+200.0%Added
PayPay Securities Corp93$3.83K0.19%00.0%Unchanged
Robinswood Financial LLC94$3.87K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC95$3.91K0.00%00.0%Unchanged
Antonetti Capital Management LLC100$4.11K0.01%00.0%Unchanged
Hoertkorn Richard Charles100$4.11K0.00%00.0%Unchanged
Fortis Group Advisors, LLC100$4.11K0.00%+100New
Private Ocean, LLC106$4.36K0.00%00.0%Unchanged
Financial Freedom, LLC108$4.44K0.00%+1+0.9%Added
Acima Private Wealth, LLC110$4.52K0.00%00.0%Unchanged
Old Second National Bank of Aurora115$4.73K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.120$4.94K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.122$5.01K0.00%−330−73.0%Reduced
Arcadia Investment Management Corp125$5.14K0.00%00.0%Unchanged
WFA of San Diego, LLC132$5.43K0.01%+100+312.5%Added
Hoese & Co LLP133$5.47K0.01%00.0%Unchanged
Kelly Financial Services LLC141$5.78K0.00%+1+0.7%Added
CarsonAllaria Wealth Management, Ltd.141$5.81K0.00%+2+1.4%Added
MB, Levis & Associates, LLC148$6.08K0.00%−147−49.8%Reduced
TFC Financial Management155$6.38K0.00%−15−8.8%Reduced
IAG Wealth Partners, LLC176$7.24K0.00%+172+4,300.0%Added
NewSquare Capital LLC183$7.53K0.00%−33−15.3%Reduced
Tanglewood Legacy Advisors, LLC185$7.61K0.00%00.0%Unchanged
Princeton Global Asset Management LLC187$7.69K0.00%00.0%Unchanged
Baldwin Brothers Inc188$7.73K0.00%00.0%Unchanged
Albion Financial Group196$8.06K0.00%00.0%Unchanged
Webster Bank, N. A.206$8.47K0.00%−536−72.2%Reduced
Armstrong Advisory Group, Inc211$8.68K0.00%+56+36.1%Added
Atticus Wealth Management, LLC211$8.69K0.00%+2+1.0%Added
HHM Wealth Advisors, LLC212$8.72K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC213$8.76K0.00%−22−9.4%Reduced
Capital Advisors, Ltd. LLC221$9.00K0.00%−174−44.1%Reduced
South State Corp.222$9.13K0.00%+72+48.0%Added
Valley Forge Investment Consultants Inc Adv232$9.54K0.00%+1+0.4%Added
Cornerstone Planning Group LLC237$9.73K0.00%−141−37.3%Reduced
Financial Synergies Wealth Advisors, Inc.238$9.78K0.00%+2+0.8%Added
Capital Management Associates250$10.0K0.01%00.0%Unchanged
Legacy Financial Group LLC245$10.1K0.00%+245New
Bank of New Hampshire250$10.3K0.00%00.0%Unchanged
Abound Wealth Management251$10.3K0.00%−113−31.0%Reduced
Richard W. Paul & Associates, LLC251$10.3K0.00%00.0%Unchanged
Milestone Investment Advisors LLC255$10.5K0.00%+255New
Barrett & Company, Inc.263$10.8K0.01%+251+2,091.7%Added
Westchester Capital Management, Inc.273$11.2K0.00%00.0%Unchanged
Beacon Capital Management, LLC248$11.4K0.00%00.0%Unchanged