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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 6,910 | $284.2K | 0.03% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 6,908 | $284.1K | 0.09% | +542+8.5% | Added |
| Aurora Private Wealth, Inc. | 6,917 | $284.0K | 0.31% | −8−0.1% | Reduced |
| Northern Financial Advisors Inc | 6,891 | $283.4K | 0.26% | +382+5.9% | Added |
| Community Bank & Trust, Waco, Texas | 6,797 | $283.0K | 0.10% | +869+14.7% | Added |
| Northern Oak Wealth Management Inc | 6,869 | $282.5K | 0.04% | +700+11.3% | Added |
| Burke & Herbert Bank & Trust Co | 6,860 | $282.2K | 0.23% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 6,820 | $280.5K | 0.03% | +6,820 | New |
| Transamerica Financial Advisors, Inc. | 6,796 | $280.0K | 0.04% | +145+2.2% | Added |
| Beta Wealth Group, Inc. | 6,805 | $279.9K | 0.17% | +305+4.7% | Added |
| Navellier & Associates Inc | 6,798 | $279.6K | 0.05% | +2,198+47.8% | Added |
| Janney Capital Management LLC | 6,779 | $279.0K | 0.02% | +204+3.1% | Added |
| Brighton Jones LLC | 6,777 | $278.7K | 0.01% | −1,630−19.4% | Reduced |
| Wall Street Access Asset Management, LLC | 6,765 | $278.2K | 0.14% | −359−5.0% | Reduced |
| PFG Investments, LLC | 6,749 | $277.6K | 0.05% | −1,467−17.9% | Reduced |
| Inscription Capital, LLC | 6,735 | $277.0K | 0.09% | +938+16.2% | Added |
| Insight Advisors, LLC | 6,733 | $276.9K | 0.06% | −38,758−85.2% | Reduced |
| Circle Wealth Management, LLC | 6,670 | $274.3K | 0.01% | −5,473−45.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,663 | $274.0K | 0.08% | +6,663 | New |
| Seven Mile Advisory | 6,658 | $273.8K | 0.29% | −591−8.2% | Reduced |
| Provence Wealth Management Group | 6,658 | $273.8K | 0.17% | −1,418−17.6% | Reduced |
| Voya Financial Advisors, Inc. | 6,634 | $273.3K | 0.03% | +124+1.9% | Added |
| AdvisorNet Financial, Inc | 6,611 | $271.9K | 0.02% | −1,821−21.6% | Reduced |
| Jmac Enterprises LLC | 6,595 | $271.3K | 0.07% | −101−1.5% | Reduced |
| FourThought Financial Partners, LLC | 6,593 | $271.2K | 0.04% | −58−0.9% | Reduced |
| Hancock Whitney Corp | 6,583 | $270.8K | 0.01% | −1,974−23.1% | Reduced |
| Wealth Management Partners, LLC | 6,559 | $269.8K | 0.17% | +160+2.5% | Added |
| Shepherd Financial Partners LLC | 6,521 | $268.2K | 0.04% | +1,000+18.1% | Added |
| Shapiro Capital Management LLC | 6,520 | $268.2K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 6,502 | $267.4K | 0.03% | −2,147−24.8% | Reduced |
| B&D White Capital Company, LLC | 6,500 | $267.3K | 0.10% | +6,500 | New |
| Epoch Investment Partners, Inc. | 6,473 | $266.2K | 0.00% | −2,654−29.1% | Reduced |
| Geneos Wealth Management Inc. | 6,472 | $266.2K | 0.01% | +386+6.3% | Added |
| Cim Investment Mangement Inc | 6,448 | $265.2K | 0.10% | −157−2.4% | Reduced |
| River Wealth Advisors LLC | 6,425 | $264.3K | 0.05% | −4,731−42.4% | Reduced |
| Cowa, LLC | 6,400 | $263.2K | 0.18% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,390 | $262.8K | 0.23% | +159+2.6% | Added |
| Confluence Wealth Services, Inc. | 6,370 | $262.0K | 0.05% | +6,370 | New |
| Gradient Investments LLC | 6,357 | $261.5K | 0.01% | +103+1.6% | Added |
| Vicus Capital | 6,332 | $260.4K | 0.03% | −549−8.0% | Reduced |
| Ameliora Wealth Management Ltd. | 6,265 | $257.7K | 0.15% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 6,257 | $257.4K | 0.29% | +10.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,660 | $257.1K | 0.12% | −550−7.6% | Reduced |
| Altfest L J & Co Inc | 6,178 | $254.0K | 0.04% | −351−5.4% | Reduced |
| Cottage Street Advisors LLC | 6,155 | $253.2K | 0.19% | −201−3.2% | Reduced |
| KCM Investment Advisors LLC | 6,154 | $253.1K | 0.01% | −2,305−27.2% | Reduced |
| Wallace Advisory Group, LLC | 5,478 | $252.2K | 0.18% | −165−2.9% | Reduced |
| Accurate Wealth Management, LLC | 6,105 | $251.5K | 0.08% | +499+8.9% | Added |
| Family Legacy, Inc. | 6,101 | $250.9K | 0.10% | +165+2.8% | Added |
| Requisite Capital Management, LLC | 6,087 | $250.4K | 0.06% | 00.0% | Unchanged |
| Clare Market Investments LLC | 6,074 | $249.8K | 0.10% | −3,653−37.6% | Reduced |
| Keudell/Morrison Wealth Management | 6,019 | $247.5K | 0.08% | +20.0% | Added |
| Pinnacle Bancorp, Inc. | 6,003 | $246.9K | 0.09% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,999 | $246.7K | 0.01% | −7,499−55.6% | Reduced |
| Ethos Financial Group, LLC | 5,988 | $246.3K | 0.06% | +1,094+22.4% | Added |
| LJI Wealth Management, LLC | 5,962 | $245.2K | 0.07% | −700−10.5% | Reduced |
| Jeppson Wealth Management, LLC | 5,945 | $244.5K | 0.11% | −473−7.4% | Reduced |
| Crestwood Advisors Group LLC | 5,926 | $243.7K | 0.01% | +5,926 | New |
| Total Clarity Wealth Management, Inc. | 5,923 | $243.6K | 0.12% | −721−10.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,914 | $243.2K | 0.07% | −1,663−21.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,910 | $243.1K | 0.01% | +109+1.9% | Added |
| Peoples Bank | 5,870 | $241.4K | 0.21% | +5,870 | New |
| Exencial Wealth Advisors, LLC | 5,857 | $240.9K | 0.01% | −2,764−32.1% | Reduced |
| Mirador Capital Partners LP | 5,850 | $240.6K | 0.05% | +621+11.9% | Added |
| Hodges Capital Management Inc. | 5,842 | $240.0K | 0.03% | +5,842 | Added |
| IFG Advisors, LLC | 5,813 | $239.1K | 0.08% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 5,789 | $238.1K | 0.02% | +1,415+32.4% | Added |
| Headlands Technologies LLC | 5,779 | $237.7K | 0.12% | −4,503−43.8% | Reduced |
| Lewis Capital Management, LLC | 5,778 | $237.6K | 0.37% | +60+1.0% | Added |
| Eads & Heald Wealth Management | 5,767 | $237.0K | 0.12% | −615−9.6% | Reduced |
| Wesbanco Bank Inc | 5,741 | $236.1K | 0.01% | −128−2.2% | Reduced |
| Nwam LLC | 5,724 | $235.5K | 0.02% | −1,870−24.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,631 | $231.6K | 0.06% | +1,129+25.1% | Added |
| Wealth Effects LLC | 5,600 | $230.3K | 0.11% | +985+21.3% | Added |
| L2 Asset Management, LLC | 38 | $229.8K | 0.11% | −4,982−99.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,586 | $229.7K | 0.01% | −405−6.8% | Reduced |
| Allstate Corp | 5,575 | $229.3K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,573 | $229.2K | 0.05% | −66−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 4,976 | $229.1K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,561 | $228.8K | 0.04% | +738+15.3% | Added |
| Gilbert & Cook, Inc. | 5,493 | $225.9K | 0.04% | +526+10.6% | Added |
| Stratos Wealth Advisors, LLC | 5,492 | $225.9K | 0.01% | −177−3.1% | Reduced |
| Integrity Financial Corp | 5,483 | $225.5K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,470 | $225.0K | 0.02% | +523+10.6% | Added |
| CVA Family Office, LLC | 5,445 | $224.0K | 0.05% | −3,261−37.5% | Reduced |
| Baxter Bros Inc | 5,442 | $223.8K | 0.03% | −1,078−16.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,412 | $222.6K | 0.12% | −372−6.4% | Reduced |
| Fortune Financial Advisors, LLC | 5,407 | $222.4K | 0.17% | +68+1.3% | Added |
| Richwood Investment Advisors, LLC | 5,400 | $222.1K | 0.23% | +74+1.4% | Added |
| CFM Wealth Partners LLC | 5,390 | $221.7K | 0.06% | −184−3.3% | Reduced |
| Angeles Wealth Management, LLC | 5,377 | $221.2K | 0.03% | +5,377 | New |
| Lifestyle Asset Management, Inc. | 5,372 | $220.9K | 0.13% | +354+7.1% | Added |
| Main Street Financial Solutions, LLC | 5,310 | $218.4K | 0.03% | −1,103−17.2% | Reduced |
| Delta Financial Group, Inc. | 5,289 | $218.0K | 0.08% | +5,289 | New |
| IPG Investment Advisors LLC | 5,298 | $217.9K | 0.05% | +821+18.3% | Added |
| Gray Wealth Management Inc. | 5,291 | $217.6K | 0.11% | +191+3.7% | Added |
| SJS Investment Consulting Inc. | 5,270 | $216.7K | 0.05% | +54+1.0% | Added |
| Hayek Kallen Investment Management | 5,242 | $216.0K | 0.10% | +15+0.3% | Added |
| Quent Capital, LLC | 5,250 | $215.9K | 0.03% | −920−14.9% | Reduced |
| Goldstone Financial Group, LLC | 5,248 | $215.8K | 0.06% | −485−8.5% | Reduced |