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 |
|---|---|---|---|---|---|
| Washington Trust Co | 1,717 | $70.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,700 | $70.0K | 0.01% | +200+13.3% | Added |
| Operose Advisors LLC | 1,700 | $69.9K | 0.03% | +1,700 | New |
| Oakworth Capital, Inc. | 1,699 | $69.9K | 0.01% | −265−13.5% | Reduced |
| PFS Partners, LLC | 1,629 | $67.0K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,625 | $66.8K | 0.02% | −270−14.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,615 | $66.4K | 0.03% | +28+1.8% | Added |
| Baystate Wealth Management LLC | 1,607 | $66.1K | 0.01% | −36−2.2% | Reduced |
| Founders Capital Management | 1,600 | $65.8K | 0.05% | +451+39.3% | Added |
| Colonial Trust Co | 1,585 | $65.2K | 0.02% | +100+6.7% | Added |
| First Command Advisory Services, Inc. | 1,572 | $64.7K | 0.00% | +1,572 | New |
| Rocky Mountain Advisers, LLC | 1,550 | $63.8K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,515 | $62.3K | 0.02% | +17+1.1% | Added |
| Avion Wealth | 1,487 | $61.0K | 0.02% | −59−3.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,400 | $57.6K | 0.05% | −1,955−58.3% | Reduced |
| Heritage Wealth Advisors | 1,400 | $57.6K | 0.00% | +1,400 | New |
| Addison Advisors LLC | 1,379 | $56.7K | 0.03% | −104−7.0% | Reduced |
| JCIC Asset Management Inc. | 1,375 | $56.6K | 0.03% | −105−7.1% | Reduced |
| Peoples Financial Services Corp. | 1,325 | $54.5K | 0.03% | −61−4.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,303 | $53.6K | 0.02% | +1,303 | New |
| St Germain D J Co Inc | 1,263 | $51.9K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1,200 | $49.4K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,197 | $49.2K | 0.00% | −1,993−62.5% | Reduced |
| Core Alternative Capital | 1,185 | $48.7K | 0.01% | +1+0.1% | Added |
| Y.D. More Investments Ltd | 1,168 | $47.9K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,134 | $46.6K | 0.01% | −706−38.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,131 | $46.5K | 0.01% | −1,324−53.9% | Reduced |
| Studio Investment Management LLC | 1,125 | $46.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,108 | $45.6K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,100 | $45.2K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 1,090 | $44.8K | 0.03% | +450+70.3% | Added |
| Loomis Sayles & Co L P | 1,068 | $44.0K | 0.00% | +33+3.2% | Added |
| Headinvest, LLC | 1,065 | $43.1K | 0.01% | +1,065 | New |
| AllSquare Wealth Management LLC | 1,048 | $43.1K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,042 | $42.8K | 0.02% | −197−15.9% | Reduced |
| Earnest Partners LLC | 1,033 | $42.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $41.1K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $41.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $41.1K | 0.02% | +285+39.9% | Added |
| TSFG, LLC | 996 | $41.0K | 0.01% | +4+0.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 990 | $40.7K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 937 | $39.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 944 | $38.8K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 912 | $38.0K | 0.00% | −132−12.6% | Reduced |
| Glassman Wealth Services | 921 | $37.9K | 0.01% | −1,346−59.4% | Reduced |
| Kozak & Associates, Inc. | 903 | $36.6K | 0.01% | +76+9.2% | Added |
| Toth Financial Advisory Corp | 882 | $36.3K | 0.01% | +751+573.3% | Added |
| Pacifica Partners Inc. | 895 | $35.7K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 865 | $35.6K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $35.1K | 0.00% | −2,200−72.1% | Reduced |
| Arrow Financial Corp | 851 | $35.0K | 0.00% | +701+467.3% | Added |
| Ofi Invest Asset Management | 892 | $34.7K | 0.00% | +892 | New |
| ORG Partners LLC | 809 | $33.3K | 0.01% | +328+68.2% | Added |
| Financial Management Professionals, Inc. | 791 | $33.0K | 0.01% | −79−9.1% | Reduced |
| JJJ Advisors Inc. | 802 | $33.0K | 0.01% | +429+115.0% | Added |
| Norwood Financial Corp | 794 | $32.7K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 782 | $32.2K | 0.02% | +92+13.3% | Added |
| Front Row Advisors LLC | 779 | $32.0K | 0.01% | +44+6.0% | Added |
| Dividend Assets Capital, LLC | 745 | $31.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 764 | $30.2K | 0.01% | −283−27.0% | Reduced |
| Archer Investment Corp | 726 | $29.9K | 0.01% | −12,886−94.7% | Reduced |
| Hartford Financial Management Inc. | 721 | $29.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 713 | $29.3K | 0.01% | −52−6.8% | Reduced |
| Bangor Savings Bank | 708 | $29.1K | 0.00% | −160−18.4% | Reduced |
| AlphaMark Advisors, LLC | 700 | $29.0K | 0.01% | +300+75.0% | Added |
| CNB Bank | 705 | $29.0K | 0.02% | −293−29.4% | Reduced |
| West Paces Advisors Inc. | 705 | $29.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 698 | $28.7K | 0.02% | −1,411−66.9% | Reduced |
| Bell Investment Advisors, Inc | 688 | $28.3K | 0.01% | −414−37.6% | Reduced |
| GHP Investment Advisors, Inc. | 683 | $28.3K | 0.00% | +290+73.8% | Added |
| Itau Unibanco Holding S.A. | 662 | $27.2K | 0.00% | −465−41.3% | Reduced |
| GW&K Investment Management, LLC | 660 | $27.0K | 0.00% | +34+5.4% | Added |
| Riverview Trust Co | 656 | $27.0K | 0.02% | −468−41.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 645 | $26.5K | 0.01% | +43+7.1% | Added |
| Park Place Capital Corp | 626 | $25.7K | 0.01% | −300−32.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 617 | $25.4K | 0.01% | −250−28.8% | Reduced |
| First Financial Corp | 612 | $25.2K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 607 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 601 | $24.7K | 0.01% | +601 | New |
| Cranbrook Wealth Management, LLC | 595 | $24.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 585 | $24.1K | 0.00% | −68−10.4% | Reduced |
| Chesapeake Asset Management LLC | 570 | $23.4K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 546 | $22.5K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 545 | $22.4K | 0.00% | −413−43.1% | Reduced |
| Horizons Wealth Management | 537 | $22.1K | 0.02% | −34−6.0% | Reduced |
| Johnson Midwest Financial, LLC | 535 | $22.0K | 0.05% | +7+1.3% | Added |
| Venturi Wealth Management, LLC | 522 | $21.5K | 0.00% | +285+120.3% | Added |
| Horrell Capital Management, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $20.7K | 0.00% | −125−19.9% | Reduced |
| Logan Capital Management Inc | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $20.6K | 0.00% | −133−21.0% | Reduced |
| Global Trust Asset Management, LLC | 497 | $20.4K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 481 | $19.8K | 0.01% | +481 | New |
| Coston, McIsaac & Partners | 467 | $19.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 461 | $19.0K | 0.00% | +461 | New |
| Raffa Wealth Management, LLC | 451 | $18.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 447 | $18.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 437 | $18.0K | 0.00% | +2+0.5% | Added |
| Tortoise Investment Management, LLC | 429 | $17.6K | 0.00% | −2−0.5% | Reduced |