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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 8,943 | $354.1K | 0.12% | +2,402+36.7% | Added |
| Ridgewood Investments LLC | 8,712 | $358.3K | 0.24% | −1,789−17.0% | Reduced |
| Modera Wealth Management, LLC | 8,738 | $359.4K | 0.01% | −70−0.8% | Reduced |
| Claro Advisors LLC | 8,774 | $360.9K | 0.09% | +1,287+17.2% | Added |
| Freestone Capital Holdings, LLC | 8,789 | $361.5K | 0.02% | −33,514−79.2% | Reduced |
| AlphaCore Capital LLC | 8,804 | $362.1K | 0.06% | +114+1.3% | Added |
| Private Trust Co NA | 8,864 | $364.6K | 0.05% | −356−3.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 8,891 | $365.7K | 0.27% | −200−2.2% | Reduced |
| Acorn Financial Advisory Services Inc | 8,919 | $366.8K | 0.07% | −527−5.6% | Reduced |
| WBI Investments | 8,937 | $367.6K | 0.07% | +1,972+28.3% | Added |
| Elkhorn Partners Limited Partnership | 8,950 | $368.0K | 0.24% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,001 | $370.0K | 0.03% | −10,148−53.0% | Reduced |
| Evergreen Capital Management LLC | 9,012 | $370.7K | 0.02% | −5,216−36.7% | Reduced |
| LVZ Advisors, Inc. | 9,014 | $370.7K | 0.06% | +8+0.1% | Added |
| Powell Investment Advisors, LLC | 9,062 | $372.7K | 0.22% | +13+0.1% | Added |
| Steinberg Asset Management LLC | 9,082 | $373.5K | 0.33% | +9,082 | New |
| Brave Asset Management Inc | 9,103 | $374.4K | 0.11% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 9,149 | $376.3K | 0.28% | −731−7.4% | Reduced |
| Tobam | 9,258 | $381.0K | 0.03% | −699−7.0% | Reduced |
| Mechanics Financial Corp | 9,269 | $381.2K | 0.21% | 00.0% | Unchanged |
| MWA Asset Management | 9,298 | $382.4K | 0.37% | +9,298 | New |
| Twelve Points Wealth Management LLC | 9,403 | $386.8K | 0.19% | +834+9.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,434 | $388.0K | 0.01% | −1,507−13.8% | Reduced |
| NBT Bank N A | 9,493 | $390.4K | 0.04% | −3,081−24.5% | Reduced |
| Signature Wealth Management Partners, LLC | 9,495 | $390.5K | 0.38% | −2,868−23.2% | Reduced |
| SageView Advisory Group, LLC | 9,554 | $393.0K | 0.02% | −1,574−14.1% | Reduced |
| Herold Advisors, Inc. | 9,636 | $396.3K | 0.12% | −500−4.9% | Reduced |
| WNY Asset Management, LLC | 9,657 | $397.2K | 0.08% | +1,237+14.7% | Added |
| Wealth Alliance | 9,671 | $397.8K | 0.06% | +1,335+16.0% | Added |
| Williams Jones Wealth Management, LLC. | 9,703 | $399.1K | 0.01% | −6,976−41.8% | Reduced |
| Montecito Bank & Trust | 9,751 | $401.1K | 0.09% | −311−3.1% | Reduced |
| Compagnie Lombard Odier SCmA | 9,783 | $402.4K | 0.01% | −400−3.9% | Reduced |
| Schnieders Capital Management LLC | 9,813 | $403.6K | 0.09% | −1,519−13.4% | Reduced |
| Merit Financial Group, LLC | 9,842 | $404.8K | 0.01% | +1,615+19.6% | Added |
| North Star Investment Management Corp. | 9,845 | $404.9K | 0.03% | −510−4.9% | Reduced |
| Intrust Bank NA | 9,938 | $408.7K | 0.05% | −5,416−35.3% | Reduced |
| One Wealth Advisors, LLC | 9,946 | $409.1K | 0.09% | −63−0.6% | Reduced |
| Marco Investment Management LLC | 9,997 | $411.2K | 0.05% | −6,362−38.9% | Reduced |
| EJF Capital LLC | 10,000 | $411.3K | 0.18% | +5,000+100.0% | Added |
| Csenge Advisory Group | 10,002 | $411.4K | 0.03% | −330−3.2% | Reduced |
| Mutual Advisors, LLC | 10,091 | $415.1K | 0.02% | −1,541−13.2% | Reduced |
| Bank Ozk | 10,115 | $416.0K | 0.23% | +5,161+104.2% | Added |
| Global Retirement Partners, LLC | 10,488 | $417.5K | 0.02% | +764+7.9% | Added |
| Kiley Juergens Wealth Management, LLC | 10,157 | $417.8K | 0.15% | −2,774−21.5% | Reduced |
| Norway Savings Bank | 10,168 | $418.2K | 0.21% | −3,168−23.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 10,201 | $419.6K | 0.30% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,223 | $420.5K | 0.07% | +107+1.1% | Added |
| RFG Advisory, LLC | 10,242 | $421.2K | 0.02% | +1,219+13.5% | Added |
| Gladstone Institutional Advisory LLC | 10,296 | $423.5K | 0.03% | +55+0.5% | Added |
| J.W. Cole Advisors, Inc. | 10,322 | $424.6K | 0.03% | −2,353−18.6% | Reduced |
| Investors Asset Management of Georgia Inc | 10,522 | $425.0K | 0.24% | −40−0.4% | Reduced |
| Sendero Wealth Management, LLC | 10,341 | $425.3K | 0.09% | −16,460−61.4% | Reduced |
| McDonald Partners LLC | 10,349 | $425.7K | 0.14% | −5,900−36.3% | Reduced |
| RMR Wealth Builders | 10,353 | $425.8K | 0.07% | −197−1.9% | Reduced |
| SevenBridge Financial Group, LLC | 10,522 | $432.8K | 0.11% | +659+6.7% | Added |
| Boston Financial Mangement LLC | 10,545 | $433.7K | 0.02% | −126−1.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10,561 | $434.4K | 0.23% | +10,561 | New |
| Mount Vernon Associates Inc | 10,570 | $435.0K | 0.48% | −1,180−10.0% | Reduced |
| Hoylecohen, LLC | 10,603 | $436.1K | 0.04% | −1,898−15.2% | Reduced |
| Stephenson National Bank & Trust | 10,704 | $440.3K | 0.25% | +344+3.3% | Added |
| Clarius Group, LLC | 10,724 | $441.1K | 0.04% | −6,372−37.3% | Reduced |
| Fort Sheridan Advisors LLC | 10,730 | $441.3K | 0.10% | +1,409+15.1% | Added |
| Cornerstone Wealth Management, LLC | 10,747 | $442.0K | 0.04% | −504−4.5% | Reduced |
| Penserra Capital Management LLC | 10,781 | $443.0K | 0.01% | −1,827−14.5% | Reduced |
| Coldstream Capital Management Inc | 10,782 | $443.4K | 0.01% | −9,781−47.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,962 | $450.9K | 0.01% | −908−7.6% | Reduced |
| Summit Trail Advisors, LLC | 10,984 | $451.8K | 0.02% | −3,267−22.9% | Reduced |
| Aquatic Capital Management LLC | 11,000 | $452.0K | 0.02% | +11,000 | New |
| Westside Investment Management, Inc. | 11,034 | $453.8K | 0.13% | +50+0.5% | Added |
| Monticello Wealth Management, LLC | 11,070 | $455.3K | 0.05% | +5,037+83.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 11,165 | $459.2K | 0.14% | +1,527+15.8% | Added |
| Sentry Investment Management LLC | 11,181 | $460.0K | 0.22% | +11,181 | New |
| Cabot Wealth Management Inc | 11,205 | $461.0K | 0.07% | +120+1.1% | Added |
| Cantor Fitzgerald, L. P. | 11,304 | $464.9K | 0.01% | +2,398+26.9% | Added |
| Personal Cfo Solutions, LLC | 11,406 | $469.2K | 0.09% | −1,131−9.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,487 | $472.4K | 0.14% | +2,653+30.0% | Added |
| Vise Technologies, Inc. | 11,539 | $474.6K | 0.12% | −4,008−25.8% | Reduced |
| Warren Averett Asset Management, LLC | 11,540 | $474.6K | 0.02% | +19+0.2% | Added |
| Hollencrest Capital Management | 11,564 | $475.6K | 0.05% | +35+0.3% | Added |
| Checchi Capital Advisers, LLC | 11,621 | $478.0K | 0.04% | −2,578−18.2% | Reduced |
| Nilsine Partners, LLC | 11,647 | $479.0K | 0.07% | −603−4.9% | Reduced |
| First PREMIER Bank | 11,664 | $480.0K | 0.15% | +40+0.3% | Added |
| Annandale Capital, LLC | 11,701 | $481.0K | 0.14% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,696 | $481.1K | 0.04% | −545−4.5% | Reduced |
| Chilton Capital Management LLC | 11,710 | $481.6K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 11,716 | $481.9K | 0.13% | +225+2.0% | Added |
| Symmetry Partners, LLC | 11,740 | $483.0K | 0.03% | −2,152−15.5% | Reduced |
| Lloyd Advisory Services, LLC. | 11,774 | $484.3K | 0.16% | +11,774 | New |
| Norden Group LLC | 11,774 | $484.3K | 0.16% | +11,774 | New |
| CX Institutional | 11,804 | $485.5K | 0.03% | −92,685−88.7% | Reduced |
| Farther Finance Advisors, LLC | 11,859 | $487.8K | 0.08% | −1,823−13.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,855 | $488.0K | 0.03% | −4,284−26.5% | Reduced |
| Manchester Capital Management LLC | 11,912 | $489.9K | 0.07% | −1,534−11.4% | Reduced |
| Chicago Partners Investment Group LLC | 12,641 | $491.6K | 0.03% | −628−4.7% | Reduced |
| Buckingham Strategic Partners | 12,024 | $494.6K | 0.02% | +7,158+147.1% | Added |
| Washington Trust Bank | 12,057 | $495.9K | 0.05% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 12,106 | $497.9K | 0.31% | +29+0.2% | Added |
| Bridgefront Capital, LLC | 12,158 | $500.1K | 0.35% | −15,303−55.7% | Reduced |
| Stock Yards Bank & Trust Co | 12,185 | $501.2K | 0.02% | −2,888−19.2% | Reduced |
| Atomi Financial Group, Inc. | 12,350 | $507.9K | 0.17% | +1,761+16.6% | Added |