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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 6,663 | $274.0K | 0.08% | +6,663 | New |
| Circle Wealth Management, LLC | 6,670 | $274.3K | 0.01% | −5,473−45.1% | Reduced |
| Insight Advisors, LLC | 6,733 | $276.9K | 0.06% | −38,758−85.2% | Reduced |
| Inscription Capital, LLC | 6,735 | $277.0K | 0.09% | +938+16.2% | Added |
| PFG Investments, LLC | 6,749 | $277.6K | 0.05% | −1,467−17.9% | Reduced |
| Wall Street Access Asset Management, LLC | 6,765 | $278.2K | 0.14% | −359−5.0% | Reduced |
| Brighton Jones LLC | 6,777 | $278.7K | 0.01% | −1,630−19.4% | Reduced |
| Janney Capital Management LLC | 6,779 | $279.0K | 0.02% | +204+3.1% | Added |
| Navellier & Associates Inc | 6,798 | $279.6K | 0.05% | +2,198+47.8% | Added |
| Beta Wealth Group, Inc. | 6,805 | $279.9K | 0.17% | +305+4.7% | Added |
| Transamerica Financial Advisors, Inc. | 6,796 | $280.0K | 0.04% | +145+2.2% | Added |
| Bramshill Investments, LLC | 6,820 | $280.5K | 0.03% | +6,820 | New |
| Burke & Herbert Bank & Trust Co | 6,860 | $282.2K | 0.23% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,869 | $282.5K | 0.04% | +700+11.3% | Added |
| Community Bank & Trust, Waco, Texas | 6,797 | $283.0K | 0.10% | +869+14.7% | Added |
| Northern Financial Advisors Inc | 6,891 | $283.4K | 0.26% | +382+5.9% | Added |
| Aurora Private Wealth, Inc. | 6,917 | $284.0K | 0.31% | −8−0.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 6,908 | $284.1K | 0.09% | +542+8.5% | Added |
| Fukoku Mutual Life Insurance Co | 6,910 | $284.2K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6,919 | $284.6K | 0.07% | +4,793+225.4% | Added |
| X-Square Capital, LLC | 6,234 | $287.0K | 0.19% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 6,985 | $287.3K | 0.27% | +250+3.7% | Added |
| Marino, Stram & Associates LLC | 6,990 | $287.5K | 0.08% | +292+4.4% | Added |
| First City Capital Management, Inc. | 6,995 | $287.7K | 0.18% | −949−11.9% | Reduced |
| MSH Capital Advisors LLC | 7,001 | $287.9K | 0.11% | −1,923−21.5% | Reduced |
| CMT Capital Markets Trading GmbH | 7,000 | $288.0K | 0.16% | −765,500−99.1% | Reduced |
| Summit Financial, LLC | 7,046 | $289.8K | 0.02% | +242+3.6% | Added |
| Anchor Capital Advisors LLC | 7,060 | $290.4K | 0.01% | −1,165−14.2% | Reduced |
| Resurgent Financial Advisors LLC | 7,076 | $291.1K | 0.20% | −687−8.8% | Reduced |
| Focus Financial Network, Inc. | 7,195 | $296.0K | 0.02% | −115−1.6% | Reduced |
| DCF Advisers, LLC | 7,250 | $298.2K | 0.21% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 7,255 | $298.4K | 0.06% | −142−1.9% | Reduced |
| Sargent Investment Group, LLC | 7,286 | $299.7K | 0.07% | +972+15.4% | Added |
| Wedmont Private Capital | 7,369 | $300.2K | 0.03% | −8,226−52.7% | Reduced |
| HBK Sorce Advisory LLC | 7,299 | $300.2K | 0.01% | −1,261−14.7% | Reduced |
| Silverlake Wealth Management LLC | 7,368 | $303.0K | 0.17% | −1,841−20.0% | Reduced |
| Ballentine Partners, LLC | 7,384 | $303.7K | 0.01% | −5,059−40.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,416 | $305.0K | 0.14% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 7,426 | $305.4K | 0.15% | −50−0.7% | Reduced |
| Garda Capital Partners LP | 7,427 | $305.5K | 0.19% | +7,427 | New |
| Founders Financial Alliance, LLC | 7,454 | $306.6K | 0.13% | −1,447−16.3% | Reduced |
| Lakewood Asset Management LLC | 7,456 | $306.7K | 0.25% | +52+0.7% | Added |
| NewEdge Wealth, LLC | 7,464 | $307.0K | 0.01% | −432−5.5% | Reduced |
| IHT Wealth Management, LLC | 7,472 | $307.3K | 0.02% | −66−0.9% | Reduced |
| TrinityPoint Wealth, LLC | 7,474 | $307.4K | 0.06% | +258+3.6% | Added |
| RMB Capital Management, LLC | 7,478 | $307.6K | 0.01% | −141−1.9% | Reduced |
| AFS Financial Group, LLC | 7,482 | $307.7K | 0.21% | −3,602−32.5% | Reduced |
| Parkside Financial Bank & Trust | 7,493 | $308.2K | 0.07% | −981−11.6% | Reduced |
| Gallacher Capital Management LLC | 7,497 | $308.4K | 0.19% | +7,497 | New |
| Jacobs Levy Equity Management, Inc | 7,523 | $309.4K | 0.00% | +7,523 | New |
| Delta Asset Management LLC | 7,548 | $310.4K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,570 | $311.0K | 0.03% | +7,570 | New |
| Bluefin Capital Management, LLC | 7,573 | $311.5K | 0.03% | −6,250−45.2% | Reduced |
| Virtue Capital Management, LLC | 6,673 | $312.3K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,596 | $312.4K | 0.01% | −1,000−11.6% | Reduced |
| My Legacy Advisors, LLC | 7,873 | $315.4K | 0.13% | +254+3.3% | Added |
| BSW Wealth Partners | 7,692 | $316.4K | 0.07% | −124−1.6% | Reduced |
| Northwest Bancshares, Inc. | 7,725 | $317.7K | 0.06% | −182−2.3% | Reduced |
| Strategic Advocates LLC | 7,742 | $318.4K | 0.15% | +7,742 | New |
| Bard Financial Services, Inc. | 7,820 | $321.6K | 0.04% | −1,250−13.8% | Reduced |
| CFO4Life Group, LLC | 7,839 | $322.4K | 0.07% | −1,334−14.5% | Reduced |
| First National Bank | 7,839 | $322.4K | 0.28% | −1,035−11.7% | Reduced |
| Field & Main Bank | 7,848 | $322.8K | 0.15% | +173+2.3% | Added |
| Dynamic Advisor Solutions LLC | 7,870 | $323.7K | 0.02% | +866+12.4% | Added |
| Connecticut Wealth Management, LLC | 7,874 | $323.9K | 0.02% | +7,874 | New |
| Mayflower Financial Advisors, LLC | 7,890 | $324.5K | 0.05% | −1,991−20.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,890 | $324.5K | 0.13% | −1,500−16.0% | Reduced |
| Flputnam Investment Management Co | 7,939 | $326.6K | 0.01% | −1,175−12.9% | Reduced |
| Pinebridge Investments, L.P. | 7,942 | $326.7K | 0.00% | −11,422−59.0% | Reduced |
| Aspen Wealth Strategies, LLC | 7,947 | $326.9K | 0.25% | −10,093−55.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,948 | $326.9K | 0.05% | −4,946−38.4% | Reduced |
| Jefferies Financial Group Inc. | 7,990 | $328.6K | 0.01% | +7,990 | New |
| Tocqueville Asset Management L.P. | 7,993 | $328.8K | 0.01% | +40+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 8,000 | $329.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,065 | $331.7K | 0.01% | −1,870−18.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,095 | $333.0K | 0.11% | −97−1.2% | Reduced |
| Elmwood Wealth Management, Inc. | 8,129 | $334.3K | 0.16% | −116−1.4% | Reduced |
| Adirondack Trust Co | 8,130 | $334.4K | 0.17% | +246+3.1% | Added |
| Thrive Wealth Management, LLC | 8,223 | $338.2K | 0.09% | −2,407−22.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 8,224 | $338.3K | 0.12% | −875−9.6% | Reduced |
| MCF Advisors LLC | 8,244 | $339.1K | 0.03% | +529+6.9% | Added |
| Fidelis Capital Partners, LLC | 8,245 | $339.1K | 0.12% | +2,085+33.8% | Added |
| Alterna Wealth Management, Inc | 8,290 | $341.0K | 0.44% | −119−1.4% | Reduced |
| 626 Financial, LLC | 8,302 | $341.5K | 0.23% | +366+4.6% | Added |
| Certified Advisory Corp | 16,625 | $342.0K | 0.06% | +16,625 | New |
| Carnegie Capital Asset Management, LLC | 8,328 | $342.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 8,349 | $343.4K | 0.24% | +629+8.1% | Added |
| Hexagon Capital Partners LLC | 8,354 | $343.6K | 0.09% | −1,185−12.4% | Reduced |
| Parsons Capital Management Inc | 8,370 | $344.3K | 0.03% | −11,050−56.9% | Reduced |
| Clearstead Advisors, LLC | 8,402 | $345.6K | 0.02% | −941−10.1% | Reduced |
| Running Point Capital Advisors, LLC | 8,448 | $347.5K | 0.20% | −94−1.1% | Reduced |
| Greenfield Savings Bank | 8,460 | $348.0K | 0.22% | −2,172−20.4% | Reduced |
| RBF Capital, LLC | 8,500 | $349.6K | 0.02% | −241,900−96.6% | Reduced |
| Waldron Private Wealth LLC | 8,513 | $350.1K | 0.02% | −636−7.0% | Reduced |
| Western Wealth Management, LLC | 8,554 | $351.8K | 0.03% | +1,038+13.8% | Added |
| Next Level Private LLC | 8,692 | $352.0K | 0.23% | +13+0.1% | Added |
| Qtron Investments LLC | 8,567 | $352.4K | 0.07% | −18,257−68.1% | Reduced |
| Johnson Investment Counsel Inc | 8,569 | $352.4K | 0.00% | −3,062−26.3% | Reduced |
| Salzhauer Michael | 8,581 | $352.9K | 0.38% | −207−2.4% | Reduced |
| Marathon Capital Management | 8,597 | $353.6K | 0.09% | 00.0% | Unchanged |