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 |
|---|---|---|---|---|---|
| JCIC Asset Management Inc. | 1,375 | $56.6K | 0.03% | −105−7.1% | Reduced |
| Addison Advisors LLC | 1,379 | $56.7K | 0.03% | −104−7.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,400 | $57.6K | 0.05% | −1,955−58.3% | Reduced |
| Heritage Wealth Advisors | 1,400 | $57.6K | 0.00% | +1,400 | New |
| Avion Wealth | 1,487 | $61.0K | 0.02% | −59−3.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,515 | $62.3K | 0.02% | +17+1.1% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $63.8K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,572 | $64.7K | 0.00% | +1,572 | New |
| Colonial Trust Co | 1,585 | $65.2K | 0.02% | +100+6.7% | Added |
| Founders Capital Management | 1,600 | $65.8K | 0.05% | +451+39.3% | Added |
| Baystate Wealth Management LLC | 1,607 | $66.1K | 0.01% | −36−2.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,615 | $66.4K | 0.03% | +28+1.8% | Added |
| Monetary Management Group Inc | 1,625 | $66.8K | 0.02% | −270−14.2% | Reduced |
| PFS Partners, LLC | 1,629 | $67.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,699 | $69.9K | 0.01% | −265−13.5% | Reduced |
| Operose Advisors LLC | 1,700 | $69.9K | 0.03% | +1,700 | New |
| CKW Financial Group | 1,700 | $70.0K | 0.01% | +200+13.3% | Added |
| Washington Trust Co | 1,717 | $70.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,726 | $71.0K | 0.01% | +64+3.9% | Added |
| Rogco, LP | 1,909 | $78.5K | 0.04% | +1,909 | New |
| Column Capital Advisors, LLC | 1,986 | $81.7K | 0.01% | +836+72.7% | Added |
| Sittner & Nelson, LLC | 2,005 | $82.5K | 0.05% | +296+17.3% | Added |
| Eagle Bay Advisors LLC | 2,095 | $86.2K | 0.04% | −208−9.0% | Reduced |
| Duncker Streett & Co Inc | 2,160 | $88.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,164 | $89.0K | 0.01% | −155−6.7% | Reduced |
| Wellington Shields Capital Management, LLC | 2,207 | $90.8K | 0.01% | −297−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $92.5K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,282 | $93.9K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,321 | $95.5K | 0.03% | +30+1.3% | Added |
| Tradition Wealth Management, LLC | 2,383 | $98.0K | 0.01% | −1,744−42.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,410 | $99.1K | 0.01% | +19+0.8% | Added |
| CoreFirst Bank & Trust | 2,442 | $100.4K | 0.07% | +2,110+635.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,500 | $102.8K | 0.01% | +2,500 | New |
| BluePath Capital Management, LLC | 2,524 | $103.8K | 0.10% | +2,524 | New |
| Washington Trust Advisors, Inc. | 2,625 | $108.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,653 | $109.0K | 0.03% | −255−8.8% | Reduced |
| West Branch Capital LLC | 2,672 | $109.9K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,672 | $109.9K | 0.05% | −2,676−50.0% | Reduced |
| Stelac Advisory Services LLC | 2,600 | $110.1K | 0.06% | +2,600 | New |
| MV Capital Management, Inc. | 2,712 | $111.5K | 0.01% | −1,311−32.6% | Reduced |
| Hanson & Doremus Investment Management | 2,758 | $113.0K | 0.02% | −186−6.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,755 | $113.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,758 | $114.0K | 0.01% | −6−0.2% | Reduced |
| Grove Bank & Trust | 2,784 | $114.5K | 0.02% | −595−17.6% | Reduced |
| Syntax Research, Inc. | 2,795 | $115.0K | 0.09% | +2,795 | New |
| City State Bank | 2,857 | $118.0K | 0.07% | −18−0.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,893 | $119.0K | 0.06% | −541−15.8% | Reduced |
| Silvant Capital Management LLC | 2,906 | $119.5K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 2,916 | $120.0K | 0.10% | +859+41.8% | Added |
| Highlander Capital Management, LLC | 2,984 | $123.0K | 0.05% | +1,464+96.3% | Added |
| Baker Avenue Asset Management, LP | 3,081 | $126.7K | 0.01% | +371+13.7% | Added |
| Gables Capital Management Inc. | 3,100 | $127.5K | 0.09% | −166−5.1% | Reduced |
| Anchor Investment Management, LLC | 3,185 | $131.0K | 0.02% | −549−14.7% | Reduced |
| Boyd Watterson Asset Management LLC | 3,215 | $132.2K | 0.06% | −50−1.5% | Reduced |
| Activest Wealth Management | 3,248 | $133.6K | 0.08% | +2,800+625.0% | Added |
| TCTC Holdings, LLC | 3,352 | $137.9K | 0.01% | −220−6.2% | Reduced |
| Impact Partnership Wealth, LLC | 3,363 | $138.3K | 0.04% | +2,942+698.8% | Added |
| Larson Financial Group LLC | 3,396 | $139.7K | 0.01% | −23,766−87.5% | Reduced |
| Trust Co of Vermont | 3,421 | $140.7K | 0.01% | −127−3.6% | Reduced |
| Western Pacific Wealth Management, LP | 3,489 | $143.5K | 0.12% | +365+11.7% | Added |
| Key Financial Inc | 3,556 | $146.3K | 0.05% | −88−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,592 | $147.7K | 0.02% | −1,577−30.5% | Reduced |
| Ancora Advisors, LLC | 3,615 | $148.7K | 0.00% | +1,251+52.9% | Added |
| Central Trust Co | 3,636 | $149.5K | 0.00% | +117+3.3% | Added |
| Valley National Advisers Inc | 3,678 | $151.0K | 0.03% | −24−0.6% | Reduced |
| Pacific Center for Financial Services | 3,695 | $152.0K | 0.05% | −2,455−39.9% | Reduced |
| Covestor Ltd | 3,766 | $154.0K | 0.12% | −406−9.7% | Reduced |
| Harbour Investments, Inc. | 3,825 | $157.3K | 0.01% | −16−0.4% | Reduced |
| Castleark Management LLC | 3,844 | $158.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,862 | $158.8K | 0.02% | −5,298−57.8% | Reduced |
| FNY Investment Advisers, LLC | 3,890 | $159.0K | 0.09% | −200−4.9% | Reduced |
| Nemes Rush Group LLC | 3,966 | $163.1K | 0.03% | −3,307−45.5% | Reduced |
| Rational Advisors LLC | 3,985 | $163.9K | 0.01% | −1,699−29.9% | Reduced |
| Atlantic Trust, LLC | 4,000 | $164.5K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $165.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,096 | $168.0K | 0.00% | +328+8.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,107 | $168.9K | 0.01% | +5+0.1% | Added |
| Rosenberg Matthew Hamilton | 4,213 | $173.3K | 0.06% | +112+2.7% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $174.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,267 | $175.5K | 0.00% | −302,401−98.6% | Reduced |
| EMC Capital Management | 4,400 | $178.0K | 0.13% | +4,400 | New |
| Raleigh Capital Management Inc. | 4,384 | $180.3K | 0.09% | +155+3.7% | Added |
| Gs Investments, Inc. | 4,499 | $185.0K | 0.11% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,567 | $187.8K | 0.04% | +2,597+131.8% | Added |
| HM Payson & Co | 4,622 | $190.1K | 0.00% | −170−3.5% | Reduced |
| Glen Eagle Advisors, LLC | 4,628 | $190.3K | 0.04% | −710−13.3% | Reduced |
| Caldwell Trust Co | 4,632 | $190.5K | 0.03% | +701+17.8% | Added |
| Zions Bancorporation, N.A. | 4,642 | $190.9K | 0.02% | −1,528−24.8% | Reduced |
| Hills Bank & Trust Co | 4,703 | $193.4K | 0.02% | −644−12.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,710 | $193.7K | 0.04% | +4,710 | New |
| Quadrant Capital Group LLC | 4,754 | $195.5K | 0.02% | −5,875−55.3% | Reduced |
| V-Square Quantitative Management LLC | 4,904 | $201.7K | 0.09% | +4,488+1,078.8% | Added |
| Pine Valley Investments Ltd Liability Co | 4,906 | $201.8K | 0.02% | −172−3.4% | Reduced |
| NTV Asset Management LLC | 4,907 | $201.8K | 0.04% | +380+8.4% | Added |
| Gryphon Financial Partners LLC | 4,929 | $202.8K | 0.05% | −6,180−55.6% | Reduced |
| EPG Wealth Management LLC | 4,942 | $203.3K | 0.06% | −6,933−58.4% | Reduced |
| Grandview Asset Management LLC | 4,952 | $204.0K | 0.12% | +4,952 | New |
| Samalin Investment Counsel, LLC | 4,963 | $204.1K | 0.12% | −257−4.9% | Reduced |
| STAR Financial Bank | 4,973 | $204.5K | 0.21% | −688−12.2% | Reduced |
| Calamos Wealth Management LLC | 4,982 | $204.9K | 0.02% | +4,982 | New |