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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 123,468 | $5.08M | 0.06% | −6,213−4.8% | Reduced |
| Pacer Advisors, Inc. | 124,045 | $5.10M | 0.02% | −16,102−11.5% | Reduced |
| Blume Capital Management, Inc. | 124,832 | $5.13M | 1.53% | +6,210+5.2% | Added |
| Stephens Inc | 125,563 | $5.16M | 0.10% | +283+0.2% | Added |
| La Banque Postale Asset Management SA | 127,106 | $5.23M | 0.12% | +46,745+58.2% | Added |
| HGK Asset Management Inc | 127,607 | $5.25M | 1.71% | −800−0.6% | Reduced |
| Claret Asset Management Corp | 129,215 | $5.32M | 1.04% | +1,205+0.9% | Added |
| Engineers Gate Manager LP | 130,950 | $5.39M | 0.20% | +20,770+18.9% | Added |
| Cetera Advisor Networks LLC | 131,611 | $5.41M | 0.03% | +6,636+5.3% | Added |
| Mercer Global Advisors Inc | 132,220 | $5.44M | 0.02% | −84,665−39.0% | Reduced |
| Hartford Investment Management Co | 133,198 | $5.48M | 0.22% | −4,030−2.9% | Reduced |
| Two Sigma Securities, LLC | 133,481 | $5.49M | 0.25% | +96,271+258.7% | Added |
| Hourglass Capital, LLC | 134,262 | $5.52M | 1.95% | +31,165+30.2% | Added |
| Trustmark National Bank Trust Department | 134,409 | $5.53M | 0.54% | −8,716−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 135,109 | $5.56M | 0.01% | −2,582−1.9% | Reduced |
| Westpac Banking Corp | 135,990 | $5.59M | 0.42% | −7,297−5.1% | Reduced |
| Soltis Investment Advisors LLC | 136,931 | $5.63M | 0.72% | +8,348+6.5% | Added |
| Securian Asset Management, Inc | 138,191 | $5.68M | 0.17% | −20,627−13.0% | Reduced |
| Hennessy Advisors Inc | 138,300 | $5.69M | 0.40% | −4,500−3.2% | Reduced |
| Lazard Asset Management LLC | 139,908 | $5.75M | 0.01% | −226,221−61.8% | Reduced |
| Private Advisor Group, LLC | 140,016 | $5.76M | 0.05% | −459−0.3% | Reduced |
| One Capital Management, LLC | 140,830 | $5.79M | 0.26% | +5,075+3.7% | Added |
| Adams Asset Advisors, LLC | 141,187 | $5.81M | 0.78% | +18,942+15.5% | Added |
| Cresset Asset Management, LLC | 141,872 | $5.84M | 0.04% | −170,605−54.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 144,115 | $5.93M | 0.70% | +579+0.4% | Added |
| HoldCo Asset Management, L.P. | 145,195 | $5.97M | 16.70% | −1,305,250−90.0% | Reduced |
| Foundations Investment Advisors, LLC | 145,454 | $5.98M | 0.18% | +37,233+34.4% | Added |
| NWF Advisory Services Inc. | 147,085 | $6.05M | 1.42% | +9,993+7.3% | Added |
| Mount Yale Investment Advisors, LLC | 148,019 | $6.09M | 0.66% | +18,816+14.6% | Added |
| Tredje AP-fonden | 148,095 | $6.09M | 0.09% | +2,499+1.7% | Added |
| TownSquare Capital, LLC | 148,229 | $6.10M | 0.11% | +16,779+12.8% | Added |
| Linscomb & Williams, Inc. | 148,469 | $6.11M | 0.36% | −5,364−3.5% | Reduced |
| Empower Advisory Group, LLC | 148,706 | $6.12M | 0.03% | −25,979−14.9% | Reduced |
| Glenmede Trust Co NA | 149,282 | $6.14M | 0.04% | +38,761+35.1% | Added |
| Kentucky Retirement Systems | 149,323 | $6.14M | 0.21% | −7,200−4.6% | Reduced |
| Maryland State Retirement & Pension System | 149,807 | $6.16M | 0.14% | +1,223+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 152,254 | $6.26M | 0.02% | +152,254 | New |
| Cambridge Investment Research Advisors, Inc. | 153,328 | $6.31M | 0.03% | −16,777−9.9% | Reduced |
| Achmea Investment Management B.V. | 156,127 | $6.42M | 0.14% | −6,751−4.1% | Reduced |
| Kestra Advisory Services, LLC | 157,386 | $6.47M | 0.06% | +21,827+16.1% | Added |
| Blair William & Co | 159,981 | $6.58M | 0.03% | −12,721−7.4% | Reduced |
| Lonestar Capital Management LLC | 160,000 | $6.58M | 4.27% | +160,000 | New |
| Integrated Wealth Concepts LLC | 160,670 | $6.61M | 0.12% | +2,860+1.8% | Added |
| NorthCrest Asset Manangement, LLC | 161,508 | $6.64M | 0.27% | +5,939+3.8% | Added |
| Ci Investments Inc. | 161,573 | $6.64M | 0.04% | +18,710+13.1% | Added |
| TCW Group Inc | 161,994 | $6.66M | 0.08% | +68,385+73.1% | Added |
| Morningstar Investment Services LLC | 161,814 | $6.67M | 0.09% | +2,666+1.7% | Added |
| Elo Mutual Pension Insurance Co | 162,936 | $6.70M | 0.21% | −46,096−22.1% | Reduced |
| Cerity Partners LLC | 163,480 | $6.72M | 0.03% | −174,355−51.6% | Reduced |
| Sequoia Financial Advisors, LLC | 163,782 | $6.74M | 0.12% | −22,726−12.2% | Reduced |
| First American Trust, FSB | 165,023 | $6.79M | 0.96% | +893+0.5% | Added |
| Estabrook Capital Management | 165,202 | $6.79M | 1.20% | −10,746−6.1% | Reduced |
| Henshaw Capital LLC | 174,000 | $7.16M | 0.41% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 174,503 | $7.18M | 0.07% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 175,244 | $7.20M | 0.11% | −874−0.5% | Reduced |
| Meridian Wealth Management, LLC | 175,576 | $7.22M | 0.44% | +99,371+130.4% | Added |
| British Columbia Investment Management Corp | 177,032 | $7.28M | 0.07% | +1,489+0.8% | Added |
| Walleye Capital LLC | 178,249 | $7.33M | 0.11% | +178,249 | New |
| Fifth Third Bancorp | 178,300 | $7.33M | 0.03% | −92,258−34.1% | Reduced |
| Gulf International Bank (UK) Ltd | 178,321 | $7.33M | 0.21% | −17,794−9.1% | Reduced |
| River & Mercantile Asset Management LLP | 178,666 | $7.35M | 1.72% | −33,257−15.7% | Reduced |
| Verition Fund Management LLC | 179,050 | $7.36M | 0.10% | −37,846−17.4% | Reduced |
| Busey Wealth Management | 179,873 | $7.40M | 0.32% | +3,682+2.1% | Added |
| ProVise Management Group, LLC | 181,440 | $7.46M | 0.69% | +9,893+5.8% | Added |
| Brown Advisory Inc | 181,637 | $7.47M | 0.01% | +8,244+4.8% | Added |
| Twinbeech Capital LP | 184,777 | $7.60M | 0.15% | −324,480−63.7% | Reduced |
| Steel Peak Wealth Management LLC | 185,035 | $7.61M | 0.48% | +174,495+1,655.6% | Added |
| Simplex Trading, LLC | 185,715 | $7.64M | 0.28% | −141,411−43.2% | Reduced |
| Prudential PLC | 186,388 | $7.67M | 0.09% | −15,409−7.6% | Reduced |
| SG Americas Securities, LLC | 186,440 | $7.67M | 0.10% | −192,722−50.8% | Reduced |
| Capital Analysts, LLC | 186,948 | $7.69M | 0.43% | +18,741+11.1% | Added |
| Highland Capital Management, LLC | 188,537 | $7.75M | 0.53% | −9,634−4.9% | Reduced |
| Leonteq Securities AG | 190,501 | $7.84M | 0.83% | +38,994+25.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 190,718 | $7.84M | 0.17% | +29,829+18.5% | Added |
| Daiwa Securities Group Inc. | 169,132 | $7.88M | 0.06% | +10,716+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 193,263 | $7.95M | 0.12% | −377,420−66.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 194,306 | $7.99M | 2.49% | −2,449−1.2% | Reduced |
| Prospector Partners LLC | 196,410 | $8.08M | 1.13% | +41,225+26.6% | Added |
| Edgar Lomax Co | 197,955 | $8.14M | 0.55% | −3,255−1.6% | Reduced |
| Cutler Group LP | 198,772 | $8.18M | 1.31% | +167,399+533.6% | Added |
| Thompson Investment Management, Inc. | 199,799 | $8.22M | 1.46% | +9,625+5.1% | Added |
| Wealth High Governance Capital Ltda | 200,000 | $8.23M | 2.86% | +200,000 | New |
| Capstone Investment Advisors, LLC | 200,614 | $8.25M | 0.22% | +106,339+112.8% | Added |
| Glenview Trust Co | 200,929 | $8.26M | 0.23% | +23,737+13.4% | Added |
| Atria Investments LLC | 201,768 | $8.30M | 0.15% | −1,346−0.7% | Reduced |
| MML Investors Services, LLC | 203,487 | $8.37M | 0.05% | +6,770+3.4% | Added |
| Skba Capital Management LLC | 205,300 | $8.44M | 1.56% | −3,400−1.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 205,893 | $8.47M | 1.94% | +19,832+10.7% | Added |
| Wolverine Asset Management LLC | 209,030 | $8.60M | 0.16% | +179,551+609.1% | Added |
| Springhouse Capital Management, LP | 213,797 | $8.79M | 16.08% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 214,210 | $8.81M | 0.21% | −39,600−15.6% | Reduced |
| Meyer Handelman Co | 215,726 | $8.87M | 0.36% | +3,900+1.8% | Added |
| QRG Capital Management, Inc. | 216,479 | $8.90M | 0.15% | +216,479 | New |
| Easterly Investment Partners LLC | 219,367 | $9.02M | 0.99% | −13,142−5.7% | Reduced |
| GYL Financial Synergies, LLC | 220,305 | $9.06M | 0.88% | −3,823−1.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 222,812 | $9.16M | 0.60% | −591,414−72.6% | Reduced |
| Cetera Investment Advisers | 223,327 | $9.19M | 0.08% | +6,158+2.8% | Added |
| Nissay Asset Management Corp | 223,364 | $9.19M | 0.08% | +7,159+3.3% | Added |
| Burney Co | 226,153 | $9.30M | 0.44% | +6,849+3.1% | Added |
| Azora Capital LP | 227,314 | $9.35M | 1.03% | −214,159−48.5% | Reduced |