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 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.
| 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 | 2,064 | $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 2023
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 44,470 | $1.83M | 0.01% | −26,755−37.6% | Reduced |
| Green Square Capital Advisors LLC | 44,475 | $1.83M | 0.24% | −1,303−2.8% | Reduced |
| Umb Bank N A | 44,488 | $1.83M | 0.03% | −22,244−33.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 44,530 | $1.83M | 0.40% | −29,660−40.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 44,553 | $1.83M | 0.54% | −1,553−3.4% | Reduced |
| Independent Advisor Alliance | 44,577 | $1.83M | 0.08% | −5,022−10.1% | Reduced |
| Alberta Investment Management Corp | 44,600 | $1.83M | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 45,800 | $1.88M | 0.53% | −2,800−5.8% | Reduced |
| Beach Investment Counsel Inc | 46,689 | $1.92M | 0.24% | +900+2.0% | Added |
| Equitable Holdings, Inc. | 46,817 | $1.93M | 0.03% | +1,114+2.4% | Added |
| Longfellow Investment Management Co LLC | 46,938 | $1.93M | 0.51% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 47,061 | $1.94M | 0.01% | +47,061 | New |
| Caas Capital Management LP | 47,262 | $1.94M | 0.43% | +47,262 | New |
| Focused Wealth Management, Inc | 47,264 | $1.94M | 0.34% | +208+0.4% | Added |
| Romano Brothers and Company | 47,464 | $1.95M | 0.30% | −1,181−2.4% | Reduced |
| Lincluden Management Ltd | 47,503 | $1.95M | 0.24% | +32+0.1% | Added |
| Cary Street Partners Asset Management LLC | 47,917 | $1.97M | 0.37% | −2,144−4.3% | Reduced |
| KMG Fiduciary Partners, LLC | 48,182 | $1.98M | 0.26% | +1,711+3.7% | Added |
| Alaska Permanent Fund Corp | 48,300 | $1.99M | 0.04% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 48,429 | $1.99M | 0.42% | +25,785+113.9% | Added |
| Miracle Mile Advisors, LLC | 48,463 | $1.99M | 0.06% | +182+0.4% | Added |
| ISAM Funds (UK) Ltd | 48,550 | $2.00M | 1.26% | +48,550 | New |
| Perpetual Ltd | 48,726 | $2.00M | 0.02% | −4,705−8.8% | Reduced |
| Pitcairn Co | 49,344 | $2.03M | 0.17% | +1,425+3.0% | Added |
| Continental Advisors LLC | 49,434 | $2.03M | 1.84% | −3,848−7.2% | Reduced |
| Salem Investment Counselors Inc | 49,460 | $2.03M | 0.08% | −3,282−6.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 49,526 | $2.04M | 0.21% | +6,047+13.9% | Added |
| Siemens Fonds Invest GmbH | 49,918 | $2.05M | 0.21% | +4,884+10.8% | Added |
| Compass Wealth Management LLC | 50,095 | $2.06M | 0.65% | +1,595+3.3% | Added |
| Richard Bernstein Advisors LLC | 50,122 | $2.06M | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 50,302 | $2.07M | 0.02% | −1,776−3.4% | Reduced |
| Quadrature Capital Ltd | 50,542 | $2.08M | 0.04% | +50,542 | New |
| Pinkerton Retirement Specialists, LLC | 50,725 | $2.09M | 0.45% | +2,280+4.7% | Added |
| Roanoke Asset Management Corp | 50,765 | $2.09M | 0.86% | −593−1.2% | Reduced |
| MAI Capital Management | 50,832 | $2.09M | 0.03% | −15,215−23.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 50,989 | $2.10M | 0.59% | +431+0.9% | Added |
| Advisor Partners II, LLC | 51,042 | $2.10M | 0.08% | −22,676−30.8% | Reduced |
| Sandy Spring Bank | 51,496 | $2.12M | 0.12% | +1,637+3.3% | Added |
| MSD Partners, L.P. | 52,012 | $2.14M | 0.17% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 52,215 | $2.15M | 0.21% | +32,337+162.7% | Added |
| Bailard, Inc. | 52,445 | $2.16M | 0.07% | −1,055−2.0% | Reduced |
| Scott & Selber, Inc. | 52,811 | $2.17M | 0.90% | −525−1.0% | Reduced |
| Moody National Bank Trust Division | 53,278 | $2.19M | 0.14% | +7,137+15.5% | Added |
| United Services Automobile Association | 53,554 | $2.20M | 0.06% | +1,165+2.2% | Added |
| Prospera Financial Services Inc | 53,749 | $2.21M | 0.09% | −1,276−2.3% | Reduced |
| Diversified Trust Co | 54,471 | $2.24M | 0.08% | +7,126+15.1% | Added |
| MUFG Securities EMEA plc | 54,803 | $2.25M | 0.24% | +24,590+81.4% | Added |
| Ashton Thomas Private Wealth, LLC | 54,982 | $2.26M | 0.16% | +1,677+3.1% | Added |
| Hantz Financial Services, Inc. | 55,143 | $2.27M | 0.06% | +1,564+2.9% | Added |
| Pacific Global Investment Management CO | 55,260 | $2.27M | 0.50% | −1,240−2.2% | Reduced |
| Marex Group plc | 55,641 | $2.29M | 0.32% | +46,673+520.4% | Added |
| Richard P Slaughter Associates Inc | 56,336 | $2.32M | 0.62% | −8,231−12.7% | Reduced |
| Assenagon Asset Management S.A. | 56,362 | $2.32M | 0.01% | −37,570−40.0% | Reduced |
| Vinva Investment Management Ltd | 56,488 | $2.33M | 0.22% | −2,233−3.8% | Reduced |
| Advisory Services Network, LLC | 56,694 | $2.33M | 0.06% | +7,756+15.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 56,753 | $2.33M | 2.17% | −389−0.7% | Reduced |
| Seven Eight Capital, LP | 57,120 | $2.35M | 0.27% | +38,488+206.6% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 57,695 | $2.37M | 3.16% | 00.0% | Unchanged |
| Courier Capital LLC | 58,670 | $2.41M | 0.20% | +10,764+22.5% | Added |
| First Interstate Bank | 58,879 | $2.42M | 0.21% | −1,247−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 59,211 | $2.44M | 0.13% | +33,204+127.7% | Added |
| Elgethun Capital Management | 59,631 | $2.44M | 0.74% | +5,392+9.9% | Added |
| Eisler Capital (US) LLC | 59,275 | $2.44M | 0.90% | +21,321+56.2% | Added |
| Poehling Capital Management, LLC | 59,407 | $2.44M | 0.86% | +2,320+4.1% | Added |
| Cornercap Investment Counsel Inc | 59,718 | $2.46M | 0.45% | −2,349−3.8% | Reduced |
| Argent Trust Co | 59,778 | $2.46M | 0.13% | +601+1.0% | Added |
| Pathstone Family Office, LLC | 59,630 | $2.46M | 0.02% | +24,957+72.0% | Added |
| National Asset Management, Inc. | 60,511 | $2.49M | 0.07% | −167,420−73.5% | Reduced |
| Bridge Creek Capital Management LLC | 60,718 | $2.50M | 0.95% | +2,450+4.2% | Added |
| Raymond James Trust N.A. | 60,741 | $2.50M | 0.07% | −5,423−8.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 60,782 | $2.50M | 0.07% | −625−1.0% | Reduced |
| Solidarilty Wealth, LLC | 60,916 | $2.51M | 0.91% | +25,996+74.4% | Added |
| Valeo Financial Advisors, LLC | 61,368 | $2.52M | 0.11% | −5,578−8.3% | Reduced |
| Gifford Fong Associates | 61,471 | $2.53M | 0.60% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 61,658 | $2.54M | 0.93% | −115−0.2% | Reduced |
| Northeast Financial Consultants Inc | 62,126 | $2.56M | 0.16% | −700−1.1% | Reduced |
| Viewpoint Capital Management LLC | 62,166 | $2.56M | 2.04% | +600+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 62,656 | $2.58M | 0.04% | +1,826+3.0% | Added |
| Massmutual Trust Co FSB | 63,121 | $2.60M | 0.10% | −7,675−10.8% | Reduced |
| Everence Capital Management Inc | 63,306 | $2.60M | 0.20% | 00.0% | Unchanged |
| Synovus Financial Corp | 63,468 | $2.61M | 0.03% | −18,199−22.3% | Reduced |
| Adviser Investments LLC | 64,149 | $2.64M | 0.06% | +562+0.9% | Added |
| Wasatch Advisors Inc | 64,382 | $2.65M | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 64,592 | $2.66M | 0.60% | −2,974−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 64,878 | $2.67M | 0.10% | +11,546+21.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 64,900 | $2.67M | 1.74% | +64,900 | New |
| AMG National Trust Bank | 65,392 | $2.69M | 0.09% | −46,851−41.7% | Reduced |
| Kestra Private Wealth Services, LLC | 65,568 | $2.70M | 0.08% | +5,184+8.6% | Added |
| Tower Research Capital LLC (TRC) | 65,765 | $2.70M | 0.08% | +15,434+30.7% | Added |
| DFPG Investments, LLC | 65,553 | $2.72M | 0.25% | +4,534+7.4% | Added |
| Clarity Wealth Advisors, LLC | 66,171 | $2.72M | 1.23% | +6,259+10.4% | Added |
| Stoneridge Investment Partners LLC | 66,366 | $2.73M | 1.29% | +66,366 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 66,669 | $2.74M | 0.21% | −3,214−4.6% | Reduced |
| Capital International Sarl | 66,952 | $2.75M | 0.13% | +5,769+9.4% | Added |
| Wedbush Securities Inc | 67,335 | $2.77M | 0.14% | +460+0.7% | Added |
| Twin Capital Management Inc | 67,645 | $2.78M | 0.40% | −5,099−7.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 67,729 | $2.79M | 1.14% | −2,331−3.3% | Reduced |
| Palouse Capital Management, Inc. | 67,729 | $2.79M | 2.07% | +6,708+11.0% | Added |
| New England Asset Management Inc | 68,150 | $2.80M | 0.46% | −4,100−5.7% | Reduced |
| Capital Markets Trading UK LLP | 68,584 | $2.82M | 2.45% | −238,300−77.7% | Reduced |