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
- 1,520
- −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
- 656 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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 138,300 | $5.69M | 0.40% | −4,500−3.2% | Reduced |
| Securian Asset Management, Inc | 138,191 | $5.68M | 0.17% | −20,627−13.0% | Reduced |
| Soltis Investment Advisors LLC | 136,931 | $5.63M | 0.72% | +8,348+6.5% | Added |
| Westpac Banking Corp | 135,990 | $5.59M | 0.42% | −7,297−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 135,109 | $5.56M | 0.01% | −2,582−1.9% | Reduced |
| Trustmark National Bank Trust Department | 134,409 | $5.53M | 0.54% | −8,716−6.1% | Reduced |
| Hourglass Capital, LLC | 134,262 | $5.52M | 1.95% | +31,165+30.2% | Added |
| Two Sigma Securities, LLC | 133,481 | $5.49M | 0.25% | +96,271+258.7% | Added |
| Hartford Investment Management Co | 133,198 | $5.48M | 0.22% | −4,030−2.9% | Reduced |
| Mercer Global Advisors Inc | 132,220 | $5.44M | 0.02% | −84,665−39.0% | Reduced |
| Cetera Advisor Networks LLC | 131,611 | $5.41M | 0.03% | +6,636+5.3% | Added |
| Engineers Gate Manager LP | 130,950 | $5.39M | 0.20% | +20,770+18.9% | Added |
| Claret Asset Management Corp | 129,215 | $5.32M | 1.04% | +1,205+0.9% | Added |
| HGK Asset Management Inc | 127,607 | $5.25M | 1.71% | −800−0.6% | Reduced |
| La Banque Postale Asset Management SA | 127,106 | $5.23M | 0.12% | +46,745+58.2% | Added |
| Stephens Inc | 125,563 | $5.16M | 0.10% | +283+0.2% | Added |
| Blume Capital Management, Inc. | 124,832 | $5.13M | 1.53% | +6,210+5.2% | Added |
| Pacer Advisors, Inc. | 124,045 | $5.10M | 0.02% | −16,102−11.5% | Reduced |
| Beacon Pointe Advisors, LLC | 123,468 | $5.08M | 0.06% | −6,213−4.8% | Reduced |
| Atria Wealth Solutions, Inc. | 121,441 | $4.99M | 0.07% | −10,188−7.7% | Reduced |
| Oliver Luxxe Assets LLC | 120,951 | $4.97M | 1.28% | +3,036+2.6% | Added |
| Jump Financial, LLC | 120,248 | $4.95M | 0.18% | +102,059+561.1% | Added |
| Louisiana State Employees Retirement System | 119,300 | $4.91M | 0.11% | −1,100−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 119,024 | $4.89M | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 118,023 | $4.85M | 0.20% | −36,324−23.5% | Reduced |
| Worldquant Millennium Advisors LLC | 117,901 | $4.85M | 0.07% | −73,852−38.5% | Reduced |
| American Assets Investment Management, LLC | 116,400 | $4.79M | 0.53% | 00.0% | Unchanged |
| Skylands Capital, LLC | 116,375 | $4.79M | 0.72% | +28,425+32.3% | Added |
| WealthBridge Investment Counsel Inc. | 116,334 | $4.79M | 2.09% | +1,550+1.4% | Added |
| Cornerstone Advisors, LLC | 115,500 | $4.75M | 0.22% | +92,000+391.5% | Added |
| Providence Capital Advisors, LLC | 114,100 | $4.69M | 1.23% | +7,500+7.0% | Added |
| PGGM Investments | 113,906 | $4.68M | 0.08% | −19,446−14.6% | Reduced |
| Parkside Investments, LLC | 112,554 | $4.63M | 0.85% | +172+0.2% | Added |
| Assetmark, Inc | 111,902 | $4.60M | 0.02% | +1,224+1.1% | Added |
| Level Four Advisory Services, LLC | 111,750 | $4.60M | 0.30% | +3,395+3.1% | Added |
| Cubic Asset Management, LLC | 110,018 | $4.53M | 1.24% | −8,660−7.3% | Reduced |
| Brinker Capital Investments, LLC | 108,757 | $4.47M | 0.05% | −12,222−10.1% | Reduced |
| Orion Portfolio Solutions, LLC | 108,757 | $4.47M | 0.05% | −12,222−10.1% | Reduced |
| Kempner Capital Management Inc. | 106,586 | $4.38M | 2.64% | 00.0% | Unchanged |
| Close Asset Management Ltd | 106,480 | $4.38M | 0.23% | +1,880+1.8% | Added |
| Carmel Capital Management L.L.C. | 105,825 | $4.35M | 2.47% | −16,225−13.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 105,570 | $4.34M | 0.08% | −1,088−1.0% | Reduced |
| Waycross Partners, LLC | 105,147 | $4.32M | 0.96% | +5,501+5.5% | Added |
| S&CO Inc | 101,428 | $4.17M | 0.34% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 101,326 | $4.17M | 0.18% | +7,200+7.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 100,977 | $4.15M | 0.88% | +4,413+4.6% | Added |
| Illinois Municipal Retirement Fund | 100,854 | $4.15M | 0.08% | 00.0% | Unchanged |
| Sonic GP LLC | 100,740 | $4.14M | 4.02% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 100,582 | $4.14M | 1.44% | −4,482−4.3% | Reduced |
| Carlson Capital L P | 100,500 | $4.13M | 0.32% | +3,000+3.1% | Added |
| Tang Capital Management LLC | 100,000 | $4.11M | 0.58% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 99,935 | $4.11M | 1.35% | −825−0.8% | Reduced |
| Spears Abacus Advisors LLC | 99,211 | $4.08M | 0.35% | −12,935−11.5% | Reduced |
| Berkshire Asset Management LLC | 97,369 | $4.00M | 0.25% | −4,425−4.3% | Reduced |
| Anderson Hoagland & Co | 96,173 | $3.96M | 0.53% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 95,911 | $3.94M | 0.76% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 94,640 | $3.89M | 0.56% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 93,843 | $3.86M | 0.11% | −14,605−13.5% | Reduced |
| GAM Holding AG | 93,331 | $3.84M | 0.28% | +140.0% | Added |
| Cornerstone Wealth Group, LLC | 92,918 | $3.82M | 0.68% | −1,908−2.0% | Reduced |
| APG Asset Management N.V. | 92,581 | $3.81M | 0.01% | −142,189−60.6% | Reduced |
| Meritage Portfolio Management | 91,935 | $3.78M | 0.28% | −1,148−1.2% | Reduced |
| Elm Ridge Management, LLC | 91,925 | $3.78M | 4.56% | +1,890+2.1% | Added |
| Eastover Investment Advisors LLC | 90,941 | $3.74M | 2.25% | +3,392+3.9% | Added |
| Patten & Patten Inc | 90,149 | $3.71M | 0.33% | −9,740−9.8% | Reduced |
| D.A. Davidson & Co. | 89,914 | $3.70M | 0.04% | −3,396−3.6% | Reduced |
| E. Ohman J:or Asset Management AB | 89,800 | $3.69M | 0.14% | 00.0% | Unchanged |
| Farmers Trust Co | 89,648 | $3.69M | 0.85% | −1,832−2.0% | Reduced |
| Factorial Partners, LLC | 89,400 | $3.68M | 2.69% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 88,650 | $3.65M | 0.08% | −10,600−10.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 87,819 | $3.61M | 0.08% | +42,819+95.2% | Added |
| Banque Cantonale Vaudoise | 87,778 | $3.61M | 0.18% | +4,510+5.4% | Added |
| Mandatum Life Insurance Co Ltd | 86,883 | $3.57M | 1.49% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 86,730 | $3.57M | 0.12% | −3,050−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 85,890 | $3.53M | 0.17% | +7,471+9.5% | Added |
| Metis Global Partners, LLC | 85,687 | $3.52M | 0.17% | +13,579+18.8% | Added |
| M&R Capital Management Inc | 85,674 | $3.52M | 0.96% | −79−0.1% | Reduced |
| Ethic Inc. | 85,322 | $3.51M | 0.12% | +7,670+9.9% | Added |
| Commerce Bank | 83,150 | $3.42M | 0.03% | −6,009−6.7% | Reduced |
| Intech Investment Management LLC | 82,804 | $3.41M | 0.05% | +11,460+16.1% | Added |
| Los Angeles Capital Management LLC | 82,175 | $3.38M | 0.01% | −31,216−27.5% | Reduced |
| Private Asset Management Inc | 80,909 | $3.33M | 0.78% | −6,080−7.0% | Reduced |
| Wright Investors Service Inc | 80,302 | $3.30M | 0.96% | −929−1.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 80,279 | $3.30M | 1.52% | −1,231−1.5% | Reduced |
| Boothbay Fund Management, LLC | 80,000 | $3.29M | 0.12% | −25,063−23.9% | Reduced |
| HAP Trading, LLC | 79,810 | $3.28M | 0.81% | +37,043+86.6% | Added |
| JustInvest LLC | 79,746 | $3.28M | 0.10% | −40,912−33.9% | Reduced |
| Metropolitan Life Insurance Co | 79,674 | $3.28M | 0.17% | −5,164−6.1% | Reduced |
| Nomura Holdings Inc | 78,868 | $3.24M | 0.04% | −438,279−84.7% | Reduced |
| Clear Harbor Asset Management, LLC | 78,853 | $3.24M | 0.34% | −17,340−18.0% | Reduced |
| Desjardins Global Asset Management Inc. | 78,750 | $3.24M | 0.35% | +47,656+153.3% | Added |
| Wealthfront Advisers LLC | 77,697 | $3.20M | 0.01% | −31,720−29.0% | Reduced |
| Stansberry Asset Management, LLC | 77,495 | $3.19M | 0.56% | +8,563+12.4% | Added |
| Altrius Capital Management Inc | 77,100 | $3.17M | 0.94% | +8,075+11.7% | Added |
| Empowered Funds, LLC | 76,327 | $3.14M | 0.09% | +241+0.3% | Added |
| GWM Advisors LLC | 75,995 | $3.13M | 0.03% | −29,731−28.1% | Reduced |
| Quantinno Capital Management LP | 75,966 | $3.13M | 0.14% | −1,450−1.9% | Reduced |
| IMC-Chicago, LLC | 75,790 | $3.12M | 0.20% | −12,435−14.1% | Reduced |
| Bourgeon Capital Management LLC | 75,100 | $3.09M | 0.73% | +1,500+2.0% | Added |
| Maltese Capital Management LLC | 75,000 | $3.08M | 1.17% | +27,500+57.9% | Added |