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.
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 | 2,643 | $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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 281 | $11.6K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 303 | $12.5K | 0.01% | −19−5.9% | Reduced |
| McIlrath & Eck, LLC | 314 | $12.9K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 316 | $13.0K | 0.09% | −2,182−87.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 316 | $13.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 317 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 320 | $13.2K | 0.02% | −285−47.1% | Reduced |
| Montag A & Associates Inc | 321 | $13.2K | 0.00% | −13−3.9% | Reduced |
| Truvestments Capital LLC | 332 | $13.7K | 0.01% | −10−2.9% | Reduced |
| Indiana Trust & Investment Management CO | 340 | $14.0K | 0.01% | +340 | New |
| Jackson, Grant Investment Advisers, Inc. | 344 | $14.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 353 | $14.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 360 | $14.8K | 0.00% | +165+84.6% | Added |
| Glass Jacobson Investment Advisors llc | 361 | $14.8K | 0.01% | −8−2.2% | Reduced |
| Laurel Wealth Advisors LLC | 364 | $14.9K | 0.00% | +1+0.3% | Added |
| Citizens National Bank Trust Department | 380 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 420 | $17.0K | 0.00% | −495−54.1% | Reduced |
| Steward Financial Group LLC | 429 | $17.0K | 0.01% | +57+15.3% | Added |
| Tortoise Investment Management, LLC | 429 | $17.6K | 0.00% | −2−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 437 | $18.0K | 0.00% | +2+0.5% | Added |
| Tompkins Financial Corp | 447 | $18.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $18.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 461 | $19.0K | 0.00% | +461 | New |
| Coston, McIsaac & Partners | 467 | $19.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 481 | $19.8K | 0.01% | +481 | New |
| Global Trust Asset Management, LLC | 497 | $20.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 500 | $20.6K | 0.00% | −133−21.0% | Reduced |
| Logan Capital Management Inc | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $20.7K | 0.00% | −125−19.9% | Reduced |
| Horrell Capital Management, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 522 | $21.5K | 0.00% | +285+120.3% | Added |
| Johnson Midwest Financial, LLC | 535 | $22.0K | 0.05% | +7+1.3% | Added |
| Horizons Wealth Management | 537 | $22.1K | 0.02% | −34−6.0% | Reduced |
| Cambridge Trust Co | 545 | $22.4K | 0.00% | −413−43.1% | Reduced |
| Financial Perspectives, Inc | 546 | $22.5K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $23.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 570 | $23.4K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 585 | $24.1K | 0.00% | −68−10.4% | Reduced |
| Cranbrook Wealth Management, LLC | 595 | $24.5K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 601 | $24.7K | 0.01% | +601 | New |
| Lee Financial Co | 607 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 612 | $25.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 617 | $25.4K | 0.01% | −250−28.8% | Reduced |
| Park Place Capital Corp | 626 | $25.7K | 0.01% | −300−32.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 645 | $26.5K | 0.01% | +43+7.1% | Added |
| Riverview Trust Co | 656 | $27.0K | 0.02% | −468−41.6% | Reduced |
| GW&K Investment Management, LLC | 660 | $27.0K | 0.00% | +34+5.4% | Added |
| Itau Unibanco Holding S.A. | 662 | $27.2K | 0.00% | −465−41.3% | Reduced |
| GHP Investment Advisors, Inc. | 683 | $28.3K | 0.00% | +290+73.8% | Added |
| Bell Investment Advisors, Inc | 688 | $28.3K | 0.01% | −414−37.6% | Reduced |
| PFG Private Wealth Management, LLC | 698 | $28.7K | 0.02% | −1,411−66.9% | Reduced |
| CNB Bank | 705 | $29.0K | 0.02% | −293−29.4% | Reduced |
| West Paces Advisors Inc. | 705 | $29.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 700 | $29.0K | 0.01% | +300+75.0% | Added |
| Bangor Savings Bank | 708 | $29.1K | 0.00% | −160−18.4% | Reduced |
| WR Wealth Planners, LLC | 713 | $29.3K | 0.01% | −52−6.8% | Reduced |
| Hartford Financial Management Inc. | 721 | $29.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 726 | $29.9K | 0.01% | −12,886−94.7% | Reduced |
| Carolinas Wealth Consulting LLC | 764 | $30.2K | 0.01% | −283−27.0% | Reduced |
| Dividend Assets Capital, LLC | 745 | $31.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 779 | $32.0K | 0.01% | +44+6.0% | Added |
| Sutton Wealth Advisors Inc. | 782 | $32.2K | 0.02% | +92+13.3% | Added |
| Norwood Financial Corp | 794 | $32.7K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 802 | $33.0K | 0.01% | +429+115.0% | Added |
| Financial Management Professionals, Inc. | 791 | $33.0K | 0.01% | −79−9.1% | Reduced |
| ORG Partners LLC | 809 | $33.3K | 0.01% | +328+68.2% | Added |
| Ofi Invest Asset Management | 892 | $34.7K | 0.00% | +892 | New |
| Arrow Financial Corp | 851 | $35.0K | 0.00% | +701+467.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $35.1K | 0.00% | −2,200−72.1% | Reduced |
| Castleview Partners, LLC | 865 | $35.6K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 895 | $35.7K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 882 | $36.3K | 0.01% | +751+573.3% | Added |
| Kozak & Associates, Inc. | 903 | $36.6K | 0.01% | +76+9.2% | Added |
| Glassman Wealth Services | 921 | $37.9K | 0.01% | −1,346−59.4% | Reduced |
| Bollard Group LLC | 912 | $38.0K | 0.00% | −132−12.6% | Reduced |
| Costello Asset Management, INC | 944 | $38.8K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 937 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 990 | $40.7K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 996 | $41.0K | 0.01% | +4+0.4% | Added |
| Tucker Asset Management LLC | 1,000 | $41.1K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $41.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $41.1K | 0.02% | +285+39.9% | Added |
| Earnest Partners LLC | 1,033 | $42.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,042 | $42.8K | 0.02% | −197−15.9% | Reduced |
| AllSquare Wealth Management LLC | 1,048 | $43.1K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 1,065 | $43.1K | 0.01% | +1,065 | New |
| Loomis Sayles & Co L P | 1,068 | $44.0K | 0.00% | +33+3.2% | Added |
| Union Savings Bank | 1,090 | $44.8K | 0.03% | +450+70.3% | Added |
| Grayhawk Investment Strategies Inc. | 1,100 | $45.2K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,108 | $45.6K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,125 | $46.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,131 | $46.5K | 0.01% | −1,324−53.9% | Reduced |
| Rock Creek Group, LP | 1,134 | $46.6K | 0.01% | −706−38.4% | Reduced |
| Y.D. More Investments Ltd | 1,168 | $47.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 1,185 | $48.7K | 0.01% | +1+0.1% | Added |
| Brown Brothers Harriman & Co | 1,197 | $49.2K | 0.00% | −1,993−62.5% | Reduced |
| Emfo, LLC | 1,200 | $49.4K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,263 | $51.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,303 | $53.6K | 0.02% | +1,303 | New |
| Peoples Financial Services Corp. | 1,325 | $54.5K | 0.03% | −61−4.4% | Reduced |