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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 4,992 | $205.3K | 0.01% | +430+9.4% | Added |
| Black Maple Capital Management LP | 5,000 | $205.7K | 0.19% | −5,000−50.0% | Reduced |
| Deltec Asset Management LLC | 5,000 | $205.7K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $205.7K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,000 | $205.7K | 0.01% | +5,000 | New |
| Benedetti & Gucer, Inc. | 5,008 | $206.0K | 0.11% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 5,010 | $206.1K | 0.23% | −119−2.3% | Reduced |
| Magnus Financial Group LLC | 5,044 | $207.5K | 0.03% | +5,044 | New |
| Capital Square, LLC | 5,156 | $208.7K | 0.28% | −2,500−32.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,077 | $208.8K | 0.01% | +5,077 | New |
| Cohen & Steers, Inc. | 5,075 | $209.0K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,089 | $209.3K | 0.03% | −1,116−18.0% | Reduced |
| Alta Advisers Ltd | 5,100 | $209.8K | 0.12% | 00.0% | Unchanged |
| Imprint Wealth LLC | 5,184 | $213.2K | 0.18% | +709+15.8% | Added |
| Dimension Capital Management LLC | 5,198 | $213.8K | 0.05% | +5,198 | New |
| Edge Capital Group, LLC | 5,202 | $214.0K | 0.01% | −416−7.4% | Reduced |
| Pointe Capital Management LLC | 5,221 | $214.7K | 0.17% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,237 | $215.4K | 0.02% | +44+0.8% | Added |
| Goldstone Financial Group, LLC | 5,248 | $215.8K | 0.06% | −485−8.5% | Reduced |
| Quent Capital, LLC | 5,250 | $215.9K | 0.03% | −920−14.9% | Reduced |
| Hayek Kallen Investment Management | 5,242 | $216.0K | 0.10% | +15+0.3% | Added |
| SJS Investment Consulting Inc. | 5,270 | $216.7K | 0.05% | +54+1.0% | Added |
| Gray Wealth Management Inc. | 5,291 | $217.6K | 0.11% | +191+3.7% | Added |
| IPG Investment Advisors LLC | 5,298 | $217.9K | 0.05% | +821+18.3% | Added |
| Delta Financial Group, Inc. | 5,289 | $218.0K | 0.08% | +5,289 | New |
| Main Street Financial Solutions, LLC | 5,310 | $218.4K | 0.03% | −1,103−17.2% | Reduced |
| Lifestyle Asset Management, Inc. | 5,372 | $220.9K | 0.13% | +354+7.1% | Added |
| Angeles Wealth Management, LLC | 5,377 | $221.2K | 0.03% | +5,377 | New |
| CFM Wealth Partners LLC | 5,390 | $221.7K | 0.06% | −184−3.3% | Reduced |
| Richwood Investment Advisors, LLC | 5,400 | $222.1K | 0.23% | +74+1.4% | Added |
| Fortune Financial Advisors, LLC | 5,407 | $222.4K | 0.17% | +68+1.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,412 | $222.6K | 0.12% | −372−6.4% | Reduced |
| Baxter Bros Inc | 5,442 | $223.8K | 0.03% | −1,078−16.5% | Reduced |
| CVA Family Office, LLC | 5,445 | $224.0K | 0.05% | −3,261−37.5% | Reduced |
| Capital Investment Advisory Services, LLC | 5,470 | $225.0K | 0.02% | +523+10.6% | Added |
| Integrity Financial Corp | 5,483 | $225.5K | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,492 | $225.9K | 0.01% | −177−3.1% | Reduced |
| Gilbert & Cook, Inc. | 5,493 | $225.9K | 0.04% | +526+10.6% | Added |
| Perennial Investment Advisors, LLC | 5,561 | $228.8K | 0.04% | +738+15.3% | Added |
| Bradley Foster & Sargent Inc | 4,976 | $229.1K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,573 | $229.2K | 0.05% | −66−1.2% | Reduced |
| Allstate Corp | 5,575 | $229.3K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,586 | $229.7K | 0.01% | −405−6.8% | Reduced |
| L2 Asset Management, LLC | 38 | $229.8K | 0.11% | −4,982−99.2% | Reduced |
| Wealth Effects LLC | 5,600 | $230.3K | 0.11% | +985+21.3% | Added |
| Sugarloaf Wealth Management, LLC | 5,631 | $231.6K | 0.06% | +1,129+25.1% | Added |
| Advus Financial Partners, LLC | 5,686 | $233.9K | 0.09% | −3,044−34.9% | Reduced |
| Nwam LLC | 5,724 | $235.5K | 0.02% | −1,870−24.6% | Reduced |
| Wesbanco Bank Inc | 5,741 | $236.1K | 0.01% | −128−2.2% | Reduced |
| Eads & Heald Wealth Management | 5,767 | $237.0K | 0.12% | −615−9.6% | Reduced |
| Lewis Capital Management, LLC | 5,778 | $237.6K | 0.37% | +60+1.0% | Added |
| Headlands Technologies LLC | 5,779 | $237.7K | 0.12% | −4,503−43.8% | Reduced |
| Adell Harriman & Carpenter Inc | 5,789 | $238.1K | 0.02% | +1,415+32.4% | Added |
| IFG Advisors, LLC | 5,813 | $239.1K | 0.08% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,842 | $240.0K | 0.03% | +5,842 | Added |
| Mirador Capital Partners LP | 5,850 | $240.6K | 0.05% | +621+11.9% | Added |
| Exencial Wealth Advisors, LLC | 5,857 | $240.9K | 0.01% | −2,764−32.1% | Reduced |
| Peoples Bank | 5,870 | $241.4K | 0.21% | +5,870 | New |
| Cassaday & Co Wealth Management LLC | 5,910 | $243.1K | 0.01% | +109+1.9% | Added |
| Beverly Hills Private Wealth, LLC | 5,914 | $243.2K | 0.07% | −1,663−21.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,923 | $243.6K | 0.12% | −721−10.9% | Reduced |
| Crestwood Advisors Group LLC | 5,926 | $243.7K | 0.01% | +5,926 | New |
| Jeppson Wealth Management, LLC | 5,945 | $244.5K | 0.11% | −473−7.4% | Reduced |
| LJI Wealth Management, LLC | 5,962 | $245.2K | 0.07% | −700−10.5% | Reduced |
| Ethos Financial Group, LLC | 5,988 | $246.3K | 0.06% | +1,094+22.4% | Added |
| Avantax Planning Partners, Inc. | 5,999 | $246.7K | 0.01% | −7,499−55.6% | Reduced |
| Pinnacle Bancorp, Inc. | 6,003 | $246.9K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,019 | $247.5K | 0.08% | +20.0% | Added |
| Clare Market Investments LLC | 6,074 | $249.8K | 0.10% | −3,653−37.6% | Reduced |
| Requisite Capital Management, LLC | 6,087 | $250.4K | 0.06% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,101 | $250.9K | 0.10% | +165+2.8% | Added |
| Accurate Wealth Management, LLC | 6,105 | $251.5K | 0.08% | +499+8.9% | Added |
| Wallace Advisory Group, LLC | 5,478 | $252.2K | 0.18% | −165−2.9% | Reduced |
| KCM Investment Advisors LLC | 6,154 | $253.1K | 0.01% | −2,305−27.2% | Reduced |
| Cottage Street Advisors LLC | 6,155 | $253.2K | 0.19% | −201−3.2% | Reduced |
| Altfest L J & Co Inc | 6,178 | $254.0K | 0.04% | −351−5.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,660 | $257.1K | 0.12% | −550−7.6% | Reduced |
| Seelaus Asset Management LLC | 6,257 | $257.4K | 0.29% | +10.0% | Added |
| Ameliora Wealth Management Ltd. | 6,265 | $257.7K | 0.15% | 00.0% | Unchanged |
| Vicus Capital | 6,332 | $260.4K | 0.03% | −549−8.0% | Reduced |
| Gradient Investments LLC | 6,357 | $261.5K | 0.01% | +103+1.6% | Added |
| Confluence Wealth Services, Inc. | 6,370 | $262.0K | 0.05% | +6,370 | New |
| Cladis Investment Advisory, LLC | 6,390 | $262.8K | 0.23% | +159+2.6% | Added |
| Cowa, LLC | 6,400 | $263.2K | 0.18% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,425 | $264.3K | 0.05% | −4,731−42.4% | Reduced |
| Cim Investment Mangement Inc | 6,448 | $265.2K | 0.10% | −157−2.4% | Reduced |
| Geneos Wealth Management Inc. | 6,472 | $266.2K | 0.01% | +386+6.3% | Added |
| Epoch Investment Partners, Inc. | 6,473 | $266.2K | 0.00% | −2,654−29.1% | Reduced |
| B&D White Capital Company, LLC | 6,500 | $267.3K | 0.10% | +6,500 | New |
| Graypoint LLC | 6,502 | $267.4K | 0.03% | −2,147−24.8% | Reduced |
| Shapiro Capital Management LLC | 6,520 | $268.2K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 6,521 | $268.2K | 0.04% | +1,000+18.1% | Added |
| Wealth Management Partners, LLC | 6,559 | $269.8K | 0.17% | +160+2.5% | Added |
| Hancock Whitney Corp | 6,583 | $270.8K | 0.01% | −1,974−23.1% | Reduced |
| FourThought Financial Partners, LLC | 6,593 | $271.2K | 0.04% | −58−0.9% | Reduced |
| Jmac Enterprises LLC | 6,595 | $271.3K | 0.07% | −101−1.5% | Reduced |
| AdvisorNet Financial, Inc | 6,611 | $271.9K | 0.02% | −1,821−21.6% | Reduced |
| Voya Financial Advisors, Inc. | 6,634 | $273.3K | 0.03% | +124+1.9% | Added |
| Provence Wealth Management Group | 6,658 | $273.8K | 0.17% | −1,418−17.6% | Reduced |
| Seven Mile Advisory | 6,658 | $273.8K | 0.29% | −591−8.2% | Reduced |