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
- 1,519
- −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
- 655 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 13,600 | $559.4K | 0.08% | +247+1.8% | Added |
| Deseret Mutual Benefit Administrators | 13,583 | $558.7K | 0.27% | −1,508−10.0% | Reduced |
| Bremer Bank National Association | 13,541 | $556.9K | 0.11% | −30,333−69.1% | Reduced |
| Allworth Financial LP | 13,494 | $555.0K | 0.00% | +2,070+18.1% | Added |
| EP Wealth Advisors, LLC | 13,347 | $548.9K | 0.01% | +6,568+96.9% | Added |
| Lincoln National Corp | 13,251 | $545.0K | 0.01% | −944−6.7% | Reduced |
| Proequities, Inc. | 13,222 | $543.8K | 0.04% | +1,001+8.2% | Added |
| Cape Ann Savings Bank | 13,211 | $543.4K | 0.38% | −275−2.0% | Reduced |
| Sterneck Capital Management, LLC | 13,160 | $541.3K | 0.36% | −2,836−17.7% | Reduced |
| DMG Group, LLC | 12,950 | $532.6K | 0.54% | +1,891+17.1% | Added |
| Ronald Blue Trust, Inc. | 11,444 | $527.0K | 0.01% | +852+8.0% | Added |
| Intellectus Partners, LLC | 12,786 | $525.9K | 0.17% | −289−2.2% | Reduced |
| Banque Pictet & Cie SA | 12,760 | $524.8K | 0.01% | −19,145−60.0% | Reduced |
| DCM Advisors, LLC | 12,725 | $523.4K | 0.24% | −1,721−11.9% | Reduced |
| BBR Partners, LLC | 12,572 | $517.1K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 12,527 | $515.0K | 0.03% | +1,937+18.3% | Added |
| Strategic Investment Solutions, Inc. | 11,718 | $514.3K | 0.01% | +11,532+6,200.0% | Added |
| Echo Street Capital Management LLC | 12,451 | $512.1K | 0.00% | +934+8.1% | Added |
| Fulton Bank, N.A. | 12,363 | $508.5K | 0.03% | −828−6.3% | Reduced |
| Atomi Financial Group, Inc. | 12,350 | $507.9K | 0.17% | +1,761+16.6% | Added |
| Stock Yards Bank & Trust Co | 12,185 | $501.2K | 0.02% | −2,888−19.2% | Reduced |
| Bridgefront Capital, LLC | 12,158 | $500.1K | 0.35% | −15,303−55.7% | Reduced |
| Van Leeuwen & Company, LLC | 12,106 | $497.9K | 0.31% | +29+0.2% | Added |
| Washington Trust Bank | 12,057 | $495.9K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 12,024 | $494.6K | 0.02% | +7,158+147.1% | Added |
| Chicago Partners Investment Group LLC | 12,641 | $491.6K | 0.03% | −628−4.7% | Reduced |
| Manchester Capital Management LLC | 11,912 | $489.9K | 0.07% | −1,534−11.4% | Reduced |
| Lake Street Advisors Group, LLC | 11,855 | $488.0K | 0.03% | −4,284−26.5% | Reduced |
| Farther Finance Advisors, LLC | 11,859 | $487.8K | 0.08% | −1,823−13.3% | Reduced |
| CX Institutional | 11,804 | $485.5K | 0.03% | −92,685−88.7% | 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 |
| Symmetry Partners, LLC | 11,740 | $483.0K | 0.03% | −2,152−15.5% | Reduced |
| Investors Research Corp | 11,716 | $481.9K | 0.13% | +225+2.0% | Added |
| Chilton Capital Management LLC | 11,710 | $481.6K | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,696 | $481.1K | 0.04% | −545−4.5% | Reduced |
| Annandale Capital, LLC | 11,701 | $481.0K | 0.14% | 00.0% | Unchanged |
| First PREMIER Bank | 11,664 | $480.0K | 0.15% | +40+0.3% | Added |
| Nilsine Partners, LLC | 11,647 | $479.0K | 0.07% | −603−4.9% | Reduced |
| Checchi Capital Advisers, LLC | 11,621 | $478.0K | 0.04% | −2,578−18.2% | Reduced |
| Hollencrest Capital Management | 11,564 | $475.6K | 0.05% | +35+0.3% | Added |
| Warren Averett Asset Management, LLC | 11,540 | $474.6K | 0.02% | +19+0.2% | Added |
| Vise Technologies, Inc. | 11,539 | $474.6K | 0.12% | −4,008−25.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,487 | $472.4K | 0.14% | +2,653+30.0% | Added |
| Personal Cfo Solutions, LLC | 11,406 | $469.2K | 0.09% | −1,131−9.0% | Reduced |
| Cantor Fitzgerald, L. P. | 11,304 | $464.9K | 0.01% | +2,398+26.9% | Added |
| Cabot Wealth Management Inc | 11,205 | $461.0K | 0.07% | +120+1.1% | Added |
| Sentry Investment Management LLC | 11,181 | $460.0K | 0.22% | +11,181 | New |
| First National Bank of Mount Dora, Trust Investment Services | 11,165 | $459.2K | 0.14% | +1,527+15.8% | Added |
| Monticello Wealth Management, LLC | 11,070 | $455.3K | 0.05% | +5,037+83.5% | Added |
| Westside Investment Management, Inc. | 11,034 | $453.8K | 0.13% | +50+0.5% | Added |
| Aquatic Capital Management LLC | 11,000 | $452.0K | 0.02% | +11,000 | New |
| Summit Trail Advisors, LLC | 10,984 | $451.8K | 0.02% | −3,267−22.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,962 | $450.9K | 0.01% | −908−7.6% | Reduced |
| Coldstream Capital Management Inc | 10,782 | $443.4K | 0.01% | −9,781−47.6% | Reduced |
| Penserra Capital Management LLC | 10,781 | $443.0K | 0.01% | −1,827−14.5% | Reduced |
| Cornerstone Wealth Management, LLC | 10,747 | $442.0K | 0.04% | −504−4.5% | Reduced |
| Fort Sheridan Advisors LLC | 10,730 | $441.3K | 0.10% | +1,409+15.1% | Added |
| Clarius Group, LLC | 10,724 | $441.1K | 0.04% | −6,372−37.3% | Reduced |
| Stephenson National Bank & Trust | 10,704 | $440.3K | 0.25% | +344+3.3% | Added |
| Hoylecohen, LLC | 10,603 | $436.1K | 0.04% | −1,898−15.2% | Reduced |
| Mount Vernon Associates Inc | 10,570 | $435.0K | 0.48% | −1,180−10.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10,561 | $434.4K | 0.23% | +10,561 | New |
| Boston Financial Mangement LLC | 10,545 | $433.7K | 0.02% | −126−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 10,522 | $432.8K | 0.11% | +659+6.7% | Added |
| RMR Wealth Builders | 10,353 | $425.8K | 0.07% | −197−1.9% | Reduced |
| McDonald Partners LLC | 10,349 | $425.7K | 0.14% | −5,900−36.3% | Reduced |
| Sendero Wealth Management, LLC | 10,341 | $425.3K | 0.09% | −16,460−61.4% | Reduced |
| Investors Asset Management of Georgia Inc | 10,522 | $425.0K | 0.24% | −40−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 10,322 | $424.6K | 0.03% | −2,353−18.6% | Reduced |
| Gladstone Institutional Advisory LLC | 10,296 | $423.5K | 0.03% | +55+0.5% | Added |
| RFG Advisory, LLC | 10,242 | $421.2K | 0.02% | +1,219+13.5% | Added |
| Continuum Advisory, LLC | 10,223 | $420.5K | 0.07% | +107+1.1% | Added |
| Tilt Investment Management Holdings, PBC | 10,201 | $419.6K | 0.30% | 00.0% | Unchanged |
| Norway Savings Bank | 10,168 | $418.2K | 0.21% | −3,168−23.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,157 | $417.8K | 0.15% | −2,774−21.5% | Reduced |
| Global Retirement Partners, LLC | 10,488 | $417.5K | 0.02% | +764+7.9% | Added |
| Bank Ozk | 10,115 | $416.0K | 0.23% | +5,161+104.2% | Added |
| Mutual Advisors, LLC | 10,091 | $415.1K | 0.02% | −1,541−13.2% | Reduced |
| Csenge Advisory Group | 10,002 | $411.4K | 0.03% | −330−3.2% | Reduced |
| EJF Capital LLC | 10,000 | $411.3K | 0.18% | +5,000+100.0% | Added |
| Marco Investment Management LLC | 9,997 | $411.2K | 0.05% | −6,362−38.9% | Reduced |
| One Wealth Advisors, LLC | 9,946 | $409.1K | 0.09% | −63−0.6% | Reduced |
| Intrust Bank NA | 9,938 | $408.7K | 0.05% | −5,416−35.3% | Reduced |
| North Star Investment Management Corp. | 9,845 | $404.9K | 0.03% | −510−4.9% | Reduced |
| Merit Financial Group, LLC | 9,842 | $404.8K | 0.01% | +1,615+19.6% | Added |
| Schnieders Capital Management LLC | 9,813 | $403.6K | 0.09% | −1,519−13.4% | Reduced |
| Compagnie Lombard Odier SCmA | 9,783 | $402.4K | 0.01% | −400−3.9% | Reduced |
| Montecito Bank & Trust | 9,751 | $401.1K | 0.09% | −311−3.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,703 | $399.1K | 0.01% | −6,976−41.8% | Reduced |
| Wealth Alliance | 9,671 | $397.8K | 0.06% | +1,335+16.0% | Added |
| WNY Asset Management, LLC | 9,657 | $397.2K | 0.08% | +1,237+14.7% | Added |
| Herold Advisors, Inc. | 9,636 | $396.3K | 0.12% | −500−4.9% | Reduced |
| SageView Advisory Group, LLC | 9,554 | $393.0K | 0.02% | −1,574−14.1% | Reduced |
| Signature Wealth Management Partners, LLC | 9,495 | $390.5K | 0.38% | −2,868−23.2% | Reduced |
| NBT Bank N A | 9,493 | $390.4K | 0.04% | −3,081−24.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 9,434 | $388.0K | 0.01% | −1,507−13.8% | Reduced |
| Twelve Points Wealth Management LLC | 9,403 | $386.8K | 0.19% | +834+9.7% | Added |
| MWA Asset Management | 9,298 | $382.4K | 0.37% | +9,298 | New |
| Mechanics Financial Corp | 9,269 | $381.2K | 0.21% | 00.0% | Unchanged |