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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 12,363 | $508.5K | 0.03% | −828−6.3% | Reduced |
| Echo Street Capital Management LLC | 12,451 | $512.1K | 0.00% | +934+8.1% | Added |
| Strategic Investment Solutions, Inc. | 11,718 | $514.3K | 0.01% | +11,532+6,200.0% | Added |
| Summit Global Investments | 12,527 | $515.0K | 0.03% | +1,937+18.3% | Added |
| BBR Partners, LLC | 12,572 | $517.1K | 0.06% | 00.0% | Unchanged |
| DCM Advisors, LLC | 12,725 | $523.4K | 0.24% | −1,721−11.9% | Reduced |
| Banque Pictet & Cie SA | 12,760 | $524.8K | 0.01% | −19,145−60.0% | Reduced |
| Intellectus Partners, LLC | 12,786 | $525.9K | 0.17% | −289−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 11,444 | $527.0K | 0.01% | +852+8.0% | Added |
| DMG Group, LLC | 12,950 | $532.6K | 0.54% | +1,891+17.1% | Added |
| Sterneck Capital Management, LLC | 13,160 | $541.3K | 0.36% | −2,836−17.7% | Reduced |
| Cape Ann Savings Bank | 13,211 | $543.4K | 0.38% | −275−2.0% | Reduced |
| Proequities, Inc. | 13,222 | $543.8K | 0.04% | +1,001+8.2% | Added |
| Lincoln National Corp | 13,251 | $545.0K | 0.01% | −944−6.7% | Reduced |
| EP Wealth Advisors, LLC | 13,347 | $548.9K | 0.01% | +6,568+96.9% | Added |
| Allworth Financial LP | 13,494 | $555.0K | 0.00% | +2,070+18.1% | Added |
| Bremer Bank National Association | 13,541 | $556.9K | 0.11% | −30,333−69.1% | Reduced |
| Deseret Mutual Benefit Administrators | 13,583 | $558.7K | 0.27% | −1,508−10.0% | Reduced |
| Rossmore Private Capital | 13,600 | $559.4K | 0.08% | +247+1.8% | Added |
| Becker Capital Management Inc | 13,630 | $560.6K | 0.02% | +50+0.4% | Added |
| Cito Capital Group, LLC | 13,651 | $561.0K | 0.27% | +500+3.8% | Added |
| Asset Dedication, LLC | 13,887 | $562.0K | 0.05% | −522−3.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,808 | $567.9K | 0.01% | −3,395−19.7% | Reduced |
| Bartlett & Co. LLC | 13,808 | $568.0K | 0.01% | −3,395−19.7% | Reduced |
| Perritt Capital Management Inc | 13,867 | $570.4K | 0.33% | +210+1.5% | Added |
| Intrinsic Value Partners, LLC | 13,895 | $571.5K | 0.73% | −105−0.8% | Reduced |
| CWA Asset Management Group, LLC | 13,915 | $572.3K | 0.04% | +689+5.2% | Added |
| Flagship Harbor Advisors, LLC | 13,975 | $574.8K | 0.05% | −1,058−7.0% | Reduced |
| Camelot Portfolios, LLC | 14,014 | $576.4K | 0.55% | −2,787−16.6% | Reduced |
| Excalibur Management Corp | 14,018 | $576.6K | 0.30% | +138+1.0% | Added |
| Rehmann Capital Advisory Group | 14,094 | $579.7K | 0.05% | −2,867−16.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,122 | $580.8K | 0.17% | +14,122 | New |
| Atlas Brown,Inc. | 14,171 | $582.9K | 0.27% | +421+3.1% | Added |
| Solitude Financial Services | 14,250 | $586.1K | 0.33% | +1,516+11.9% | Added |
| Triangle Securities Wealth Management | 14,310 | $588.6K | 0.21% | −2,880−16.8% | Reduced |
| Lazari Capital Management, Inc. | 14,331 | $589.4K | 0.35% | −375−2.5% | Reduced |
| VELA Investment Management, LLC | 14,368 | $591.0K | 0.26% | +1,233+9.4% | Added |
| HCR Wealth Advisors | 14,447 | $594.2K | 0.13% | −1,746−10.8% | Reduced |
| Legacy Bridge, LLC | 14,518 | $597.1K | 0.43% | −555−3.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 14,533 | $597.7K | 0.04% | +589+4.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,590 | $600.0K | 0.02% | +1,860+14.6% | Added |
| Triumph Capital Management | 14,673 | $603.5K | 0.27% | +1,530+11.6% | Added |
| Consilium Wealth Advisory, LLC | 14,679 | $603.7K | 0.42% | −4,854−24.9% | Reduced |
| Greytown Advisors Inc. | 14,684 | $604.0K | 0.34% | +100+0.7% | Added |
| FineMark National Bank & Trust | 14,760 | $607.1K | 0.03% | −1,222−7.6% | Reduced |
| Hilltop Holdings Inc. | 14,764 | $607.2K | 0.08% | +48+0.3% | Added |
| Simmons Bank | 14,788 | $608.2K | 0.05% | −1,447−8.9% | Reduced |
| Conning Inc. | 14,811 | $609.2K | 0.02% | +250+1.7% | Added |
| Ausdal Financial Partners, Inc. | 14,814 | $609.3K | 0.08% | +275+1.9% | Added |
| Legacy Capital Group California, Inc. | 14,815 | $609.3K | 0.26% | +67+0.5% | Added |
| Resources Investment Advisors, LLC. | 14,925 | $613.9K | 0.01% | +1,084+7.8% | Added |
| Cidel Asset Management Inc | 15,000 | $617.0K | 0.03% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15,007 | $617.3K | 0.09% | −1,909−11.3% | Reduced |
| Abundance Wealth Counselors | 15,042 | $619.0K | 0.18% | +15,042 | New |
| Invst, LLC | 15,112 | $621.6K | 0.09% | −2,085−12.1% | Reduced |
| Sweet Financial Partners, LLC | 15,179 | $624.3K | 0.17% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 15,370 | $630.0K | 0.13% | −210−1.3% | Reduced |
| Tiaa Trust, National Association | 15,350 | $631.3K | 0.00% | +15,350 | New |
| Commerzbank Aktiengesellschaft | 15,431 | $635.0K | 0.03% | +3,022+24.4% | Added |
| Essex Financial Services, Inc. | 15,517 | $638.2K | 0.07% | −1,055−6.4% | Reduced |
| Verdence Capital Advisors LLC | 15,535 | $639.0K | 0.07% | −1,522−8.9% | Reduced |
| Fox Run Management, L.L.C. | 15,662 | $644.2K | 0.19% | +15,662 | New |
| Gotham Asset Management, LLC | 15,756 | $648.0K | 0.01% | −1,908−10.8% | Reduced |
| Privium Fund Management B.V. | 15,832 | $651.2K | 0.19% | +3,200+25.3% | Added |
| Widmann Financial Services, Inc. | 15,949 | $656.0K | 0.65% | +214+1.4% | Added |
| HB Wealth Management, LLC | 15,956 | $656.3K | 0.01% | −13,253−45.4% | Reduced |
| Zuckerman Investment Group, LLC | 16,000 | $658.1K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16,024 | $659.2K | 0.04% | −1,630−9.2% | Reduced |
| Great Valley Advisor Group, Inc. | 16,161 | $664.5K | 0.03% | +1,090+7.2% | Added |
| Baker Tilly Wealth Management, LLC | 16,171 | $665.1K | 0.11% | −37,766−70.0% | Reduced |
| Game Creek Capital, LP | 16,250 | $668.4K | 0.44% | −3,500−17.7% | Reduced |
| Institute for Wealth Management, LLC. | 16,272 | $669.3K | 0.12% | −467−2.8% | Reduced |
| Eudaimonia Partners, LLC | 16,295 | $670.2K | 0.16% | +391+2.5% | Added |
| Fiduciary Trust Co | 16,330 | $671.7K | 0.01% | −8,395−34.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,364 | $673.1K | 0.08% | +113+0.7% | Added |
| Portside Wealth Group, LLC | 16,437 | $674.0K | 0.13% | +2,937+21.8% | Added |
| SeaBridge Investment Advisors LLC | 16,450 | $676.6K | 0.22% | −32,530−66.4% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 16,485 | $678.0K | 1.14% | +16,485 | New |
| Kovack Advisors, Inc. | 16,510 | $679.1K | 0.09% | +5,994+57.0% | Added |
| Prime Capital Investment Advisors, LLC | 16,610 | $683.2K | 0.01% | −849−4.9% | Reduced |
| Oarsman Capital, Inc. | 16,664 | $685.4K | 0.29% | −511−3.0% | Reduced |
| Spirit of America Management Corp | 16,700 | $686.9K | 0.16% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 16,936 | $696.6K | 0.80% | +2,811+19.9% | Added |
| Relative Value Partners Group, LLC | 17,025 | $700.2K | 0.05% | +2,726+19.1% | Added |
| Atlantic Union Bankshares Corp | 17,099 | $703.3K | 0.07% | +2,546+17.5% | Added |
| Lakeview Capital Partners, LLC | 17,217 | $708.1K | 0.14% | −16,732−49.3% | Reduced |
| Somerset Trust Co | 17,270 | $710.3K | 0.32% | −2,290−11.7% | Reduced |
| Paradigm Financial Partners, LLC | 17,889 | $713.1K | 0.20% | +115+0.6% | Added |
| Bristlecone Advisors, LLC | 17,350 | $713.6K | 0.08% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 17,000 | $715.4K | 0.46% | +17,000 | New |
| SeaCrest Wealth Management, LLC | 17,393 | $715.4K | 0.09% | −10,228−37.0% | Reduced |
| Bank Hapoalim BM | 17,430 | $717.0K | 0.12% | −11,620−40.0% | Reduced |
| SOL Capital Management CO | 17,510 | $720.0K | 0.11% | −19,765−53.0% | Reduced |
| Twin Focus Capital Partners, LLC | 17,508 | $720.1K | 0.16% | −6,128−25.9% | Reduced |
| Ostrum Asset Management | 17,531 | $721.0K | 0.07% | −8,677−33.1% | Reduced |
| Jones Financial Companies LLLP | 17,551 | $721.9K | 0.00% | −17,166−49.4% | Reduced |
| Columbia Trust Co 01012016 | 17,607 | $724.2K | 0.42% | +386+2.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,661 | $726.4K | 0.09% | −2,820−13.8% | Reduced |
| Ignite Planners, LLC | 18,274 | $728.7K | 0.22% | +12,582+221.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $728.8K | 0.56% | 00.0% | Unchanged |