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 |
|---|---|---|---|---|---|
| Armstrong Shaw Associates Inc | 24,884 | $1.02M | 1.08% | −8,138−24.6% | Reduced |
| CWM, LLC | 24,894 | $1.02M | 0.01% | −10,483−29.6% | Reduced |
| Advisors Management Group Inc | 24,905 | $1.02M | 0.31% | +866+3.6% | Added |
| Shay Capital LLC | 25,000 | $1.03M | 0.30% | +25,000 | New |
| Profund Advisors LLC | 25,138 | $1.03M | 0.06% | −782−3.0% | Reduced |
| Forum Financial Management, LP | 25,165 | $1.04M | 0.02% | −112−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 25,260 | $1.04M | 0.53% | −4,340−14.7% | Reduced |
| Meeder Advisory Services, Inc. | 25,319 | $1.04M | 0.13% | −8,323−24.7% | Reduced |
| Granite Investment Partners, LLC | 25,429 | $1.05M | 0.04% | −1,352−5.0% | Reduced |
| Independent Financial Group, LLC | 25,470 | $1.05M | 0.07% | +5,127+25.2% | Added |
| Insight Inv LLC | 26,260 | $1.05M | 1.17% | +2,105+8.7% | Added |
| Round Hill Asset Management | 25,684 | $1.06M | 0.69% | +5,705+28.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.07M | 0.40% | 00.0% | Unchanged |
| Columbus Macro, LLC | 26,178 | $1.08M | 0.45% | −1,241−4.5% | Reduced |
| Boyar Asset Management Inc. | 26,215 | $1.08M | 0.85% | −330−1.2% | Reduced |
| Bokf, NA | 27,761 | $1.10M | 0.02% | −910−3.2% | Reduced |
| Wetherby Asset Management Inc | 26,733 | $1.10M | 0.06% | −9,721−26.7% | Reduced |
| Lynch Asset Management, Inc. | 27,100 | $1.11M | 0.73% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 27,130 | $1.12M | 0.13% | 00.0% | Unchanged |
| Trust Asset Management LLC | 27,234 | $1.12M | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 27,328 | $1.12M | 0.28% | +400+1.5% | Added |
| Summit X, LLC | 27,390 | $1.13M | 0.36% | −5,038−15.5% | Reduced |
| Veriti Management LLC | 27,474 | $1.13M | 0.13% | −7,622−21.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 27,546 | $1.13M | 0.18% | +2,199+8.7% | Added |
| InTrack Investment Management Inc | 27,670 | $1.14M | 1.00% | −847−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 27,756 | $1.14M | 0.04% | −2,133−7.1% | Reduced |
| Stratos Wealth Partners, LTD. | 27,880 | $1.15M | 0.02% | +229+0.8% | Added |
| Americana Partners, LLC | 33,363 | $1.16M | 0.13% | +11,659+53.7% | Added |
| Belpointe Asset Management LLC | 28,553 | $1.17M | 0.12% | −55,382−66.0% | Reduced |
| Connectus Wealth, LLC | 28,687 | $1.18M | 0.03% | −56,138−66.2% | Reduced |
| Concord Wealth Partners | 28,764 | $1.18M | 0.25% | +6,197+27.5% | Added |
| Meridian Investment Counsel Inc. | 28,860 | $1.19M | 0.44% | −900−3.0% | Reduced |
| SYSTM Wealth Solutions LLC | 29,048 | $1.19M | 0.18% | −5,250−15.3% | Reduced |
| Pinnacle Holdings, LLC | 29,269 | $1.20M | 0.56% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 29,363 | $1.21M | 0.48% | −321−1.1% | Reduced |
| Wintrust Investments LLC | 29,384 | $1.21M | 0.13% | −5,444−15.6% | Reduced |
| Boston Private Wealth LLC | 29,491 | $1.21M | 0.03% | −15,407−34.3% | Reduced |
| Altman Advisors, Inc. | 29,588 | $1.22M | 0.76% | +29,588 | New |
| DoubleLine ETF Adviser LP | 29,659 | $1.22M | 0.44% | +1,354+4.8% | Added |
| Regal Investment Advisors LLC | 29,998 | $1.23M | 0.11% | −2,347−7.3% | Reduced |
| Shelton Capital Management | 30,163 | $1.24M | 0.05% | 00.0% | Unchanged |
| CSS LLC | 30,226 | $1.24M | 0.10% | +9,027+42.6% | Added |
| Chicago Trust Co NA | 30,298 | $1.25M | 0.31% | −2,677−8.1% | Reduced |
| Culbertson A N & Co Inc | 30,799 | $1.27M | 0.25% | +500+1.7% | Added |
| Carret Asset Management, LLC | 30,997 | $1.27M | 0.18% | −126−0.4% | Reduced |
| Brevan Howard Capital Management LP | 31,596 | $1.30M | 0.39% | +31,596 | New |
| Birmingham Capital Management Co Inc | 31,805 | $1.31M | 0.54% | +5,100+19.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 31,957 | $1.31M | 0.28% | +4,026+14.4% | Added |
| Am Investment Strategies LLC | 32,558 | $1.34M | 0.43% | +4,115+14.5% | Added |
| Comerica Securities,inc. | 32,769 | $1.35M | 0.11% | −866−2.6% | Reduced |
| Selway Asset Management | 33,117 | $1.36M | 0.63% | −4,100−11.0% | Reduced |
| IMA Wealth, Inc. | 33,913 | $1.39M | 0.36% | −860−2.5% | Reduced |
| Savoie Capital LLC | 34,600 | $1.42M | 0.37% | +34,600 | New |
| Aigen Investment Management, LP | 34,616 | $1.42M | 0.27% | +22,382+182.9% | Added |
| Creative Financial Designs Inc | 34,633 | $1.42M | 0.17% | +2,996+9.5% | Added |
| Capital International Inc | 35,076 | $1.44M | 0.03% | +4,690+15.4% | Added |
| Maven Securities LTD | 35,226 | $1.45M | 0.16% | +12,162+52.7% | Added |
| Sumitomo Life Insurance Co | 35,236 | $1.45M | 0.04% | −455−1.3% | Reduced |
| Stonebridge Capital Advisors LLC | 35,578 | $1.46M | 0.16% | −8,732−19.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 35,647 | $1.47M | 0.07% | −4,766−11.8% | Reduced |
| Winch Advisory Services, LLC | 36,061 | $1.48M | 0.54% | +289+0.8% | Added |
| Caxton Associates LP | 36,104 | $1.48M | 0.21% | +36,104 | New |
| Snowden Capital Advisors LLC | 44,074 | $1.50M | 0.06% | +1,920+4.6% | Added |
| Insigneo Advisory Services, LLC | 36,478 | $1.50M | 0.31% | −59,469−62.0% | Reduced |
| Horizon Investments, LLC | 37,615 | $1.53M | 0.05% | −1,390−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 37,241 | $1.53M | 0.14% | −14,910−28.6% | Reduced |
| Ritholtz Wealth Management | 37,255 | $1.53M | 0.07% | −22,164−37.3% | Reduced |
| Shell Asset Management Co | 37,291 | $1.53M | 0.06% | −260−0.7% | Reduced |
| Smith, Salley & Associates | 37,345 | $1.54M | 0.11% | −865−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 37,497 | $1.54M | 0.05% | +37,497 | New |
| Marathon Trading Investment Management LLC | 37,568 | $1.55M | 1.18% | +35,968+2,248.0% | Added |
| Centiva Capital, LP | 37,672 | $1.55M | 0.08% | +31,455+506.0% | Added |
| Atlas Private Wealth Advisors | 38,493 | $1.58M | 0.30% | +1,414+3.8% | Added |
| Tokio Marine Asset Management Co Ltd | 38,975 | $1.60M | 0.10% | +1,693+4.5% | Added |
| Sippican Capital Advisors | 39,015 | $1.60M | 1.47% | +7,770+24.9% | Added |
| Convergence Investment Partners, LLC | 39,169 | $1.61M | 0.95% | +1,726+4.6% | Added |
| Quaker Capital Investments, LLC | 39,450 | $1.62M | 0.63% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 39,590 | $1.63M | 1.50% | −325−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 39,633 | $1.63M | 0.10% | +39,633 | New |
| Sowell Financial Services LLC | 39,760 | $1.64M | 0.10% | −7,172−15.3% | Reduced |
| TD Private Client Wealth LLC | 39,848 | $1.64M | 0.07% | −132−0.3% | Reduced |
| Investor AB | 40,000 | $1.65M | 0.06% | +40,000 | New |
| Cohen Investment Advisors LLC | 40,981 | $1.69M | 1.36% | +4,210+11.4% | Added |
| Wharton Business Group, LLC | 41,123 | $1.69M | 0.09% | −310−0.7% | Reduced |
| Park Avenue Securities LLC | 41,215 | $1.70M | 0.03% | −3,646−8.1% | Reduced |
| Vestcor Inc | 41,333 | $1.70M | 0.06% | −4,299−9.4% | Reduced |
| XR Securities LLC | 41,421 | $1.70M | 2.35% | +28,232+214.1% | Added |
| Capital Asset Advisory Services LLC | 41,313 | $1.72M | 0.12% | +5,696+16.0% | Added |
| Apollon Wealth Management, LLC | 41,762 | $1.72M | 0.09% | −5,597−11.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 41,881 | $1.72M | 0.03% | +10.0% | Added |
| Alpine Woods Capital Investors, LLC | 41,954 | $1.73M | 0.28% | +3,813+10.0% | Added |
| WFA Asset Management Corp | 41,966 | $1.73M | 1.02% | +2,490+6.3% | Added |
| Altrafin AG | 42,200 | $1.74M | 0.76% | 00.0% | Unchanged |
| Laurion Capital Management LP | 42,682 | $1.76M | 0.05% | +42,682 | New |
| Columbia Asset Management | 42,842 | $1.76M | 0.39% | −2,730−6.0% | Reduced |
| Sunbelt Securities, Inc. | 43,577 | $1.79M | 0.25% | +928+2.2% | Added |
| Chiron Capital Management, LLC | 43,807 | $1.80M | 1.55% | +6,220+16.5% | Added |
| One River Asset Management, LLC | 43,813 | $1.80M | 0.84% | +40,164+1,100.7% | Added |
| Legato Capital Management LLC | 44,245 | $1.82M | 0.26% | 00.0% | Unchanged |
| Slagle Financial, LLC | 44,294 | $1.82M | 1.12% | +4,235+10.6% | Added |