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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 17,851 | $734.2K | 0.01% | −12,174−40.5% | Reduced |
| Guardian Investment Management | 17,995 | $738.5K | 0.68% | −435−2.4% | Reduced |
| Wealth Quarterback LLC | 17,969 | $739.1K | 0.64% | −298−1.6% | Reduced |
| Highline Wealth Partners LLC | 18,003 | $740.5K | 0.46% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 18,018 | $741.1K | 0.13% | +4,580+34.1% | Added |
| Moors & Cabot, Inc. | 18,119 | $745.2K | 0.05% | −4,001−18.1% | Reduced |
| First Business Financial Services, Inc. | 18,177 | $747.6K | 0.10% | +579+3.3% | Added |
| Equitable Trust Co | 18,192 | $748.2K | 0.06% | +1,979+12.2% | Added |
| Waterfront Wealth Inc. | 19,368 | $752.5K | 0.25% | +6,293+48.1% | Added |
| Shikiar Asset Management Inc | 18,438 | $758.0K | 0.26% | −4,300−18.9% | Reduced |
| Resources Management Corp | 18,430 | $758.0K | 0.12% | +1,230+7.2% | Added |
| Johnson Financial Group, Inc. | 18,487 | $760.4K | 0.05% | +1,804+10.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,800 | $761.3K | 0.63% | +400+2.8% | Added |
| Robertson Stephens Wealth Management, LLC | 18,566 | $763.6K | 0.05% | +1,900+11.4% | Added |
| Mork Capital Management, LLC | 18,640 | $766.7K | 0.60% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 18,661 | $767.0K | 0.08% | −5,390−22.4% | Reduced |
| Old National Bancorp | 18,686 | $768.6K | 0.02% | −709−3.7% | Reduced |
| Gladius Capital Management LP | 18,757 | $771.5K | 0.22% | +18,757 | New |
| World Equity Group, Inc. | 18,830 | $774.5K | 0.16% | +9,952+112.1% | Added |
| Quadrant Private Wealth Management, LLC | 18,885 | $776.7K | 0.26% | −1,276−6.3% | Reduced |
| Ironwood Investment Management LLC | 18,984 | $780.8K | 0.48% | +3,750+24.6% | Added |
| AustralianSuper Pty Ltd | 18,993 | $781.2K | 0.01% | +937+5.2% | Added |
| First National Trust Co | 19,104 | $785.7K | 0.04% | −5,900−23.6% | Reduced |
| Carson Advisory Inc. | 19,133 | $786.9K | 0.69% | −300−1.5% | Reduced |
| Sigma Planning Corp | 19,326 | $794.9K | 0.03% | −1,636−7.8% | Reduced |
| Stevens Capital Management LP | 19,332 | $795.0K | 0.23% | +13,253+218.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,414 | $798.5K | 0.08% | −684−3.4% | Reduced |
| Kingsview Wealth Management, LLC | 19,455 | $800.2K | 0.03% | +1,519+8.5% | Added |
| Wealthcare Advisory Partners LLC | 19,469 | $800.8K | 0.04% | −1,145−5.6% | Reduced |
| Martin & Co Inc | 19,650 | $808.2K | 0.21% | −31−0.2% | Reduced |
| SRN Advisors, LLC | 19,703 | $810.4K | 0.80% | −2,728−12.2% | Reduced |
| Pflug Koory, LLC | 19,884 | $817.8K | 0.47% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 19,779 | $818.2K | 0.02% | −8,444−29.9% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $819.3K | 0.06% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 20,000 | $822.6K | 2.96% | −5,000−20.0% | Reduced |
| Dana Investment Advisors, Inc. | 20,018 | $823.4K | 0.04% | −800−3.8% | Reduced |
| NEOS Investment Management LLC | 20,118 | $827.5K | 0.11% | +20,118 | New |
| Matthew Goff Investment Advisor, LLC | 20,167 | $829.5K | 0.20% | −286−1.4% | Reduced |
| Coastal Investment Advisors, Inc. | 18,131 | $834.7K | 0.19% | −192−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,570 | $846.0K | 0.11% | +20,570 | New |
| Retirement Planning Co of New England, Inc. | 20,573 | $846.2K | 0.47% | +12,742+162.7% | Added |
| Spire Wealth Management | 20,601 | $847.3K | 0.03% | +4,021+24.3% | Added |
| Cigna Investments Inc | 20,827 | $856.0K | 0.20% | −2,696−11.5% | Reduced |
| Machina Capital S.A.S. | 20,882 | $858.9K | 0.48% | +31+0.1% | Added |
| Edgestream Partners, L.P. | 20,893 | $859.3K | 0.07% | +20,893 | New |
| Axq Capital, LP | 21,000 | $863.7K | 0.30% | +21,000 | New |
| CAPROCK Group, Inc. | 21,077 | $866.8K | 0.07% | +604+3.0% | Added |
| Tandem Capital Management Corp | 21,076 | $866.9K | 0.60% | −7,710−26.8% | Reduced |
| Jacobi Capital Management LLC | 21,096 | $867.7K | 0.10% | −1,490−6.6% | Reduced |
| Duff & Phelps Investment Management Co | 21,286 | $875.5K | 0.01% | −609−2.8% | Reduced |
| Quantamental Technologies LLC | 21,338 | $877.6K | 0.82% | +10,946+105.3% | Added |
| Ameritas Advisory Services, LLC | 21,475 | $878.5K | 0.04% | +16,243+310.5% | Added |
| CIBC Private Wealth Group, LLC | 21,391 | $879.8K | 0.00% | −32,431−60.3% | Reduced |
| Huntington National Bank | 21,585 | $887.8K | 0.01% | −1,982−8.4% | Reduced |
| Washington Capital Management Inc | 21,635 | $889.8K | 0.82% | 00.0% | Unchanged |
| Cooper Financial Group | 21,673 | $891.4K | 0.21% | +621+2.9% | Added |
| Transcend Wealth Collective, LLC | 21,699 | $892.5K | 0.09% | +7,154+49.2% | Added |
| Savant Capital, LLC | 21,923 | $901.7K | 0.01% | −3,531−13.9% | Reduced |
| Keybank National Association | 22,118 | $909.7K | 0.00% | +3,717+20.2% | Added |
| Centaurus Financial, Inc. | 22,173 | $912.0K | 0.08% | −6,247−22.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 22,446 | $913.0K | 0.02% | +4,962+28.4% | Added |
| Ameritas Investment Partners, Inc. | 22,275 | $916.2K | 0.04% | −815−3.5% | Reduced |
| First Hawaiian Bank | 22,365 | $919.9K | 0.03% | +107+0.5% | Added |
| Signaturefd, LLC | 22,390 | $920.9K | 0.02% | −5,248−19.0% | Reduced |
| GFG Capital, LLC | 22,435 | $922.8K | 0.30% | −162−0.7% | Reduced |
| Sherbrooke Park Advisers LLC | 22,472 | $924.3K | 0.29% | +15,472+221.0% | Added |
| Mystic Asset Management, Inc. | 22,488 | $924.9K | 0.52% | −972−4.1% | Reduced |
| White Pine Capital LLC | 22,537 | $926.9K | 0.37% | −3,034−11.9% | Reduced |
| Concord Asset Management, LLC | 22,725 | $934.7K | 0.31% | +5,692+33.4% | Added |
| Transatlantique Private Wealth LLC | 22,742 | $935.4K | 0.50% | −9,131−28.6% | Reduced |
| Dakota Wealth Management | 23,077 | $949.2K | 0.04% | −4,365−15.9% | Reduced |
| Regions Financial Corp | 23,221 | $955.1K | 0.01% | −6,761−22.6% | Reduced |
| We Are One Seven, LLC | 23,244 | $956.0K | 0.07% | −4,532−16.3% | Reduced |
| Colony Group LLC | 23,542 | $968.0K | 0.01% | −3,788−13.9% | Reduced |
| American State Bank (Iowa) | 23,552 | $968.7K | 0.69% | +17+0.1% | Added |
| Sawtooth Solutions, LLC | 23,641 | $972.4K | 0.03% | −16,783−41.5% | Reduced |
| Canandaigua National Bank & Trust Co | 23,702 | $974.9K | 0.16% | −48−0.2% | Reduced |
| Bleakley Financial Group, LLC | 23,744 | $976.6K | 0.03% | −16,725−41.3% | Reduced |
| Berkeley Capital Partners, LLC | 23,784 | $978.2K | 0.35% | +404+1.7% | Added |
| Vident Advisory, LLC | 23,891 | $982.6K | 0.03% | +23,891 | New |
| Barry Investment Advisors, LLC | 23,899 | $983.0K | 0.35% | +103+0.4% | Added |
| Meitav Dash Investments Ltd | 23,939 | $986.3K | 0.02% | −26,923−52.9% | Reduced |
| Perigon Wealth Management, LLC | 23,986 | $986.6K | 0.04% | +3,836+19.0% | Added |
| DT Investment Partners, LLC | 23,987 | $986.6K | 0.12% | −18−0.1% | Reduced |
| Polianta Ltd | 24,000 | $987.0K | 0.49% | +2,700+12.7% | Added |
| PSI Advisors, LLC | 24,026 | $988.2K | 0.43% | −135−0.6% | Reduced |
| Ascent Group, LLC | 24,006 | $996.2K | 0.11% | −8,823−26.9% | Reduced |
| Intrua Financial, LLC | 24,323 | $1.00M | 0.18% | −564−2.3% | Reduced |
| E&G Advisors, LP | 24,395 | $1.00M | 0.37% | −1,585−6.1% | Reduced |
| Agf Management Ltd | 24,409 | $1.00M | 0.01% | −10,447−30.0% | Reduced |
| Kornitzer Capital Management Inc | 24,430 | $1.00M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 24,492 | $1.01M | 0.01% | −86,608−78.0% | Reduced |
| IFP Advisors, Inc | 24,521 | $1.01M | 0.05% | −824−3.3% | Reduced |
| Abn Amro Investment Solutions | 24,531 | $1.01M | 0.02% | −1,972−7.4% | Reduced |
| Naviter Wealth, LLC | 24,668 | $1.01M | 0.24% | +2,156+9.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.02M | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 24,706 | $1.02M | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 24,814 | $1.02M | 0.31% | +4,455+21.9% | Added |
| Schechter Investment Advisors, LLC | 24,826 | $1.02M | 0.10% | −5,228−17.4% | Reduced |
| Ieq Capital, LLC | 24,857 | $1.02M | 0.02% | −17,184−40.9% | Reduced |