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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 5,237 | $215.4K | 0.02% | +44+0.8% | Added |
| Pointe Capital Management LLC | 5,221 | $214.7K | 0.17% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 5,202 | $214.0K | 0.01% | −416−7.4% | Reduced |
| Dimension Capital Management LLC | 5,198 | $213.8K | 0.05% | +5,198 | New |
| Imprint Wealth LLC | 5,184 | $213.2K | 0.18% | +709+15.8% | Added |
| Alta Advisers Ltd | 5,100 | $209.8K | 0.12% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,089 | $209.3K | 0.03% | −1,116−18.0% | Reduced |
| Cohen & Steers, Inc. | 5,075 | $209.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,077 | $208.8K | 0.01% | +5,077 | New |
| Capital Square, LLC | 5,156 | $208.7K | 0.28% | −2,500−32.7% | Reduced |
| Magnus Financial Group LLC | 5,044 | $207.5K | 0.03% | +5,044 | New |
| Orca Investment Management, LLC | 5,010 | $206.1K | 0.23% | −119−2.3% | Reduced |
| Benedetti & Gucer, Inc. | 5,008 | $206.0K | 0.11% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 5,000 | $205.7K | 0.19% | −5,000−50.0% | Reduced |
| Deltec Asset Management LLC | 5,000 | $205.7K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $205.7K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,000 | $205.7K | 0.01% | +5,000 | New |
| First National Bank of Omaha | 4,992 | $205.3K | 0.01% | +430+9.4% | Added |
| Calamos Wealth Management LLC | 4,982 | $204.9K | 0.02% | +4,982 | New |
| STAR Financial Bank | 4,973 | $204.5K | 0.21% | −688−12.2% | Reduced |
| Samalin Investment Counsel, LLC | 4,963 | $204.1K | 0.12% | −257−4.9% | Reduced |
| Grandview Asset Management LLC | 4,952 | $204.0K | 0.12% | +4,952 | New |
| EPG Wealth Management LLC | 4,942 | $203.3K | 0.06% | −6,933−58.4% | Reduced |
| Gryphon Financial Partners LLC | 4,929 | $202.8K | 0.05% | −6,180−55.6% | Reduced |
| NTV Asset Management LLC | 4,907 | $201.8K | 0.04% | +380+8.4% | Added |
| Pine Valley Investments Ltd Liability Co | 4,906 | $201.8K | 0.02% | −172−3.4% | Reduced |
| V-Square Quantitative Management LLC | 4,904 | $201.7K | 0.09% | +4,488+1,078.8% | Added |
| Quadrant Capital Group LLC | 4,754 | $195.5K | 0.02% | −5,875−55.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,710 | $193.7K | 0.04% | +4,710 | New |
| Hills Bank & Trust Co | 4,703 | $193.4K | 0.02% | −644−12.0% | Reduced |
| Zions Bancorporation, N.A. | 4,642 | $190.9K | 0.02% | −1,528−24.8% | Reduced |
| Caldwell Trust Co | 4,632 | $190.5K | 0.03% | +701+17.8% | Added |
| Glen Eagle Advisors, LLC | 4,628 | $190.3K | 0.04% | −710−13.3% | Reduced |
| HM Payson & Co | 4,622 | $190.1K | 0.00% | −170−3.5% | Reduced |
| FinTrust Capital Advisors, LLC | 4,567 | $187.8K | 0.04% | +2,597+131.8% | Added |
| Gs Investments, Inc. | 4,499 | $185.0K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,384 | $180.3K | 0.09% | +155+3.7% | Added |
| EMC Capital Management | 4,400 | $178.0K | 0.13% | +4,400 | New |
| Exchange Traded Concepts, LLC | 4,267 | $175.5K | 0.00% | −302,401−98.6% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $174.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,213 | $173.3K | 0.06% | +112+2.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,107 | $168.9K | 0.01% | +5+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,096 | $168.0K | 0.00% | +328+8.7% | Added |
| Roble, Belko & Company, Inc | 4,000 | $165.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,000 | $164.5K | 0.05% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,985 | $163.9K | 0.01% | −1,699−29.9% | Reduced |
| Nemes Rush Group LLC | 3,966 | $163.1K | 0.03% | −3,307−45.5% | Reduced |
| FNY Investment Advisers, LLC | 3,890 | $159.0K | 0.09% | −200−4.9% | Reduced |
| Lindbrook Capital, LLC | 3,862 | $158.8K | 0.02% | −5,298−57.8% | Reduced |
| Castleark Management LLC | 3,844 | $158.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,825 | $157.3K | 0.01% | −16−0.4% | Reduced |
| Covestor Ltd | 3,766 | $154.0K | 0.12% | −406−9.7% | Reduced |
| Pacific Center for Financial Services | 3,695 | $152.0K | 0.05% | −2,455−39.9% | Reduced |
| Valley National Advisers Inc | 3,678 | $151.0K | 0.03% | −24−0.6% | Reduced |
| Central Trust Co | 3,636 | $149.5K | 0.00% | +117+3.3% | Added |
| Ancora Advisors, LLC | 3,615 | $148.7K | 0.00% | +1,251+52.9% | Added |
| EverSource Wealth Advisors, LLC | 3,592 | $147.7K | 0.02% | −1,577−30.5% | Reduced |
| Key Financial Inc | 3,556 | $146.3K | 0.05% | −88−2.4% | Reduced |
| Western Pacific Wealth Management, LP | 3,489 | $143.5K | 0.12% | +365+11.7% | Added |
| Trust Co of Vermont | 3,421 | $140.7K | 0.01% | −127−3.6% | Reduced |
| Larson Financial Group LLC | 3,396 | $139.7K | 0.01% | −23,766−87.5% | Reduced |
| Impact Partnership Wealth, LLC | 3,363 | $138.3K | 0.04% | +2,942+698.8% | Added |
| TCTC Holdings, LLC | 3,352 | $137.9K | 0.01% | −220−6.2% | Reduced |
| Activest Wealth Management | 3,248 | $133.6K | 0.08% | +2,800+625.0% | Added |
| Boyd Watterson Asset Management LLC | 3,215 | $132.2K | 0.06% | −50−1.5% | Reduced |
| Anchor Investment Management, LLC | 3,185 | $131.0K | 0.02% | −549−14.7% | Reduced |
| Gables Capital Management Inc. | 3,100 | $127.5K | 0.09% | −166−5.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,081 | $126.7K | 0.01% | +371+13.7% | Added |
| Highlander Capital Management, LLC | 2,984 | $123.0K | 0.05% | +1,464+96.3% | Added |
| Banco de Sabadell, S.A | 2,916 | $120.0K | 0.10% | +859+41.8% | Added |
| Silvant Capital Management LLC | 2,906 | $119.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,893 | $119.0K | 0.06% | −541−15.8% | Reduced |
| City State Bank | 2,857 | $118.0K | 0.07% | −18−0.6% | Reduced |
| Syntax Research, Inc. | 2,795 | $115.0K | 0.09% | +2,795 | New |
| Grove Bank & Trust | 2,784 | $114.5K | 0.02% | −595−17.6% | Reduced |
| GeoWealth Management, LLC | 2,758 | $114.0K | 0.01% | −6−0.2% | Reduced |
| Hanson & Doremus Investment Management | 2,758 | $113.0K | 0.02% | −186−6.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,755 | $113.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,712 | $111.5K | 0.01% | −1,311−32.6% | Reduced |
| Stelac Advisory Services LLC | 2,600 | $110.1K | 0.06% | +2,600 | New |
| Independence Bank of Kentucky | 2,672 | $109.9K | 0.05% | −2,676−50.0% | Reduced |
| West Branch Capital LLC | 2,672 | $109.9K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,653 | $109.0K | 0.03% | −255−8.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,625 | $108.0K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,524 | $103.8K | 0.10% | +2,524 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,500 | $102.8K | 0.01% | +2,500 | New |
| CoreFirst Bank & Trust | 2,442 | $100.4K | 0.07% | +2,110+635.5% | Added |
| SRS Capital Advisors, Inc. | 2,410 | $99.1K | 0.01% | +19+0.8% | Added |
| Tradition Wealth Management, LLC | 2,383 | $98.0K | 0.01% | −1,744−42.3% | Reduced |
| Gleason Group, Inc. | 2,321 | $95.5K | 0.03% | +30+1.3% | Added |
| Belmont Capital, LLC | 2,282 | $93.9K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $92.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,207 | $90.8K | 0.01% | −297−11.9% | Reduced |
| JFS Wealth Advisors, LLC | 2,164 | $89.0K | 0.01% | −155−6.7% | Reduced |
| Duncker Streett & Co Inc | 2,160 | $88.8K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,095 | $86.2K | 0.04% | −208−9.0% | Reduced |
| Sittner & Nelson, LLC | 2,005 | $82.5K | 0.05% | +296+17.3% | Added |
| Column Capital Advisors, LLC | 1,986 | $81.7K | 0.01% | +836+72.7% | Added |
| Rogco, LP | 1,909 | $78.5K | 0.04% | +1,909 | New |
| Trust Co | 1,726 | $71.0K | 0.01% | +64+3.9% | Added |