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 |
|---|---|---|---|---|---|
| Tobam | 9,258 | $381.0K | 0.03% | −699−7.0% | Reduced |
| BOS Asset Management, LLC | 9,149 | $376.3K | 0.28% | −731−7.4% | Reduced |
| Brave Asset Management Inc | 9,103 | $374.4K | 0.11% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 9,082 | $373.5K | 0.33% | +9,082 | New |
| Powell Investment Advisors, LLC | 9,062 | $372.7K | 0.22% | +13+0.1% | Added |
| LVZ Advisors, Inc. | 9,014 | $370.7K | 0.06% | +8+0.1% | Added |
| Evergreen Capital Management LLC | 9,012 | $370.7K | 0.02% | −5,216−36.7% | Reduced |
| FDx Advisors, Inc. | 9,001 | $370.0K | 0.03% | −10,148−53.0% | Reduced |
| Elkhorn Partners Limited Partnership | 8,950 | $368.0K | 0.24% | 00.0% | Unchanged |
| WBI Investments | 8,937 | $367.6K | 0.07% | +1,972+28.3% | Added |
| Acorn Financial Advisory Services Inc | 8,919 | $366.8K | 0.07% | −527−5.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 8,891 | $365.7K | 0.27% | −200−2.2% | Reduced |
| Private Trust Co NA | 8,864 | $364.6K | 0.05% | −356−3.9% | Reduced |
| AlphaCore Capital LLC | 8,804 | $362.1K | 0.06% | +114+1.3% | Added |
| Freestone Capital Holdings, LLC | 8,789 | $361.5K | 0.02% | −33,514−79.2% | Reduced |
| Claro Advisors LLC | 8,774 | $360.9K | 0.09% | +1,287+17.2% | Added |
| Modera Wealth Management, LLC | 8,738 | $359.4K | 0.01% | −70−0.8% | Reduced |
| Ridgewood Investments LLC | 8,712 | $358.3K | 0.24% | −1,789−17.0% | Reduced |
| Breakwater Capital Group | 8,943 | $354.1K | 0.12% | +2,402+36.7% | Added |
| Marathon Capital Management | 8,597 | $353.6K | 0.09% | 00.0% | Unchanged |
| Salzhauer Michael | 8,581 | $352.9K | 0.38% | −207−2.4% | Reduced |
| Johnson Investment Counsel Inc | 8,569 | $352.4K | 0.00% | −3,062−26.3% | Reduced |
| Qtron Investments LLC | 8,567 | $352.4K | 0.07% | −18,257−68.1% | Reduced |
| Next Level Private LLC | 8,692 | $352.0K | 0.23% | +13+0.1% | Added |
| Western Wealth Management, LLC | 8,554 | $351.8K | 0.03% | +1,038+13.8% | Added |
| Waldron Private Wealth LLC | 8,513 | $350.1K | 0.02% | −636−7.0% | Reduced |
| RBF Capital, LLC | 8,500 | $349.6K | 0.02% | −241,900−96.6% | Reduced |
| Greenfield Savings Bank | 8,460 | $348.0K | 0.22% | −2,172−20.4% | Reduced |
| Running Point Capital Advisors, LLC | 8,448 | $347.5K | 0.20% | −94−1.1% | Reduced |
| Clearstead Advisors, LLC | 8,402 | $345.6K | 0.02% | −941−10.1% | Reduced |
| Parsons Capital Management Inc | 8,370 | $344.3K | 0.03% | −11,050−56.9% | Reduced |
| Hexagon Capital Partners LLC | 8,354 | $343.6K | 0.09% | −1,185−12.4% | Reduced |
| Centennial Bank | 8,349 | $343.4K | 0.24% | +629+8.1% | Added |
| Carnegie Capital Asset Management, LLC | 8,328 | $342.5K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 16,625 | $342.0K | 0.06% | +16,625 | New |
| 626 Financial, LLC | 8,302 | $341.5K | 0.23% | +366+4.6% | Added |
| Alterna Wealth Management, Inc | 8,290 | $341.0K | 0.44% | −119−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 8,245 | $339.1K | 0.12% | +2,085+33.8% | Added |
| MCF Advisors LLC | 8,244 | $339.1K | 0.03% | +529+6.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 8,224 | $338.3K | 0.12% | −875−9.6% | Reduced |
| Thrive Wealth Management, LLC | 8,223 | $338.2K | 0.09% | −2,407−22.6% | Reduced |
| Adirondack Trust Co | 8,130 | $334.4K | 0.17% | +246+3.1% | Added |
| Elmwood Wealth Management, Inc. | 8,129 | $334.3K | 0.16% | −116−1.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,095 | $333.0K | 0.11% | −97−1.2% | Reduced |
| Parallel Advisors, LLC | 8,065 | $331.7K | 0.01% | −1,870−18.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $329.0K | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7,993 | $328.8K | 0.01% | +40+0.5% | Added |
| Jefferies Financial Group Inc. | 7,990 | $328.6K | 0.01% | +7,990 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,948 | $326.9K | 0.05% | −4,946−38.4% | Reduced |
| Aspen Wealth Strategies, LLC | 7,947 | $326.9K | 0.25% | −10,093−55.9% | Reduced |
| Pinebridge Investments, L.P. | 7,942 | $326.7K | 0.00% | −11,422−59.0% | Reduced |
| Flputnam Investment Management Co | 7,939 | $326.6K | 0.01% | −1,175−12.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,890 | $324.5K | 0.13% | −1,500−16.0% | Reduced |
| Mayflower Financial Advisors, LLC | 7,890 | $324.5K | 0.05% | −1,991−20.1% | Reduced |
| Connecticut Wealth Management, LLC | 7,874 | $323.9K | 0.02% | +7,874 | New |
| Dynamic Advisor Solutions LLC | 7,870 | $323.7K | 0.02% | +866+12.4% | Added |
| Field & Main Bank | 7,848 | $322.8K | 0.15% | +173+2.3% | Added |
| First National Bank | 7,839 | $322.4K | 0.28% | −1,035−11.7% | Reduced |
| CFO4Life Group, LLC | 7,839 | $322.4K | 0.07% | −1,334−14.5% | Reduced |
| Bard Financial Services, Inc. | 7,820 | $321.6K | 0.04% | −1,250−13.8% | Reduced |
| Strategic Advocates LLC | 7,742 | $318.4K | 0.15% | +7,742 | New |
| Northwest Bancshares, Inc. | 7,725 | $317.7K | 0.06% | −182−2.3% | Reduced |
| BSW Wealth Partners | 7,692 | $316.4K | 0.07% | −124−1.6% | Reduced |
| My Legacy Advisors, LLC | 7,873 | $315.4K | 0.13% | +254+3.3% | Added |
| Bryn Mawr Trust Co | 7,596 | $312.4K | 0.01% | −1,000−11.6% | Reduced |
| Virtue Capital Management, LLC | 6,673 | $312.3K | 0.05% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 7,573 | $311.5K | 0.03% | −6,250−45.2% | Reduced |
| NBC Securities, Inc. | 7,570 | $311.0K | 0.03% | +7,570 | New |
| Delta Asset Management LLC | 7,548 | $310.4K | 0.03% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 7,523 | $309.4K | 0.00% | +7,523 | New |
| Gallacher Capital Management LLC | 7,497 | $308.4K | 0.19% | +7,497 | New |
| Parkside Financial Bank & Trust | 7,493 | $308.2K | 0.07% | −981−11.6% | Reduced |
| AFS Financial Group, LLC | 7,482 | $307.7K | 0.21% | −3,602−32.5% | Reduced |
| RMB Capital Management, LLC | 7,478 | $307.6K | 0.01% | −141−1.9% | Reduced |
| TrinityPoint Wealth, LLC | 7,474 | $307.4K | 0.06% | +258+3.6% | Added |
| IHT Wealth Management, LLC | 7,472 | $307.3K | 0.02% | −66−0.9% | Reduced |
| NewEdge Wealth, LLC | 7,464 | $307.0K | 0.01% | −432−5.5% | Reduced |
| Lakewood Asset Management LLC | 7,456 | $306.7K | 0.25% | +52+0.7% | Added |
| Founders Financial Alliance, LLC | 7,454 | $306.6K | 0.13% | −1,447−16.3% | Reduced |
| Garda Capital Partners LP | 7,427 | $305.5K | 0.19% | +7,427 | New |
| Chapin Davis, Inc. | 7,426 | $305.4K | 0.15% | −50−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,416 | $305.0K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,384 | $303.7K | 0.01% | −5,059−40.7% | Reduced |
| Silverlake Wealth Management LLC | 7,368 | $303.0K | 0.17% | −1,841−20.0% | Reduced |
| HBK Sorce Advisory LLC | 7,299 | $300.2K | 0.01% | −1,261−14.7% | Reduced |
| Wedmont Private Capital | 7,369 | $300.2K | 0.03% | −8,226−52.7% | Reduced |
| Sargent Investment Group, LLC | 7,286 | $299.7K | 0.07% | +972+15.4% | Added |
| 9258 Wealth Management, LLC | 7,255 | $298.4K | 0.06% | −142−1.9% | Reduced |
| DCF Advisers, LLC | 7,250 | $298.2K | 0.21% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,195 | $296.0K | 0.02% | −115−1.6% | Reduced |
| Resurgent Financial Advisors LLC | 7,076 | $291.1K | 0.20% | −687−8.8% | Reduced |
| Anchor Capital Advisors LLC | 7,060 | $290.4K | 0.01% | −1,165−14.2% | Reduced |
| Summit Financial, LLC | 7,046 | $289.8K | 0.02% | +242+3.6% | Added |
| CMT Capital Markets Trading GmbH | 7,000 | $288.0K | 0.16% | −765,500−99.1% | Reduced |
| MSH Capital Advisors LLC | 7,001 | $287.9K | 0.11% | −1,923−21.5% | Reduced |
| First City Capital Management, Inc. | 6,995 | $287.7K | 0.18% | −949−11.9% | Reduced |
| Marino, Stram & Associates LLC | 6,990 | $287.5K | 0.08% | +292+4.4% | Added |
| Vanguard Capital Wealth Advisors | 6,985 | $287.3K | 0.27% | +250+3.7% | Added |
| X-Square Capital, LLC | 6,234 | $287.0K | 0.19% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6,919 | $284.6K | 0.07% | +4,793+225.4% | Added |