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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 48,300 | $1.99M | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 48,182 | $1.98M | 0.26% | +1,711+3.7% | Added |
| Cary Street Partners Asset Management LLC | 47,917 | $1.97M | 0.37% | −2,144−4.3% | Reduced |
| Lincluden Management Ltd | 47,503 | $1.95M | 0.24% | +32+0.1% | Added |
| Romano Brothers and Company | 47,464 | $1.95M | 0.30% | −1,181−2.4% | Reduced |
| Focused Wealth Management, Inc | 47,264 | $1.94M | 0.34% | +208+0.4% | Added |
| Caas Capital Management LP | 47,262 | $1.94M | 0.43% | +47,262 | New |
| Envestnet Portfolio Solutions, Inc. | 47,061 | $1.94M | 0.01% | +47,061 | New |
| Longfellow Investment Management Co LLC | 46,938 | $1.93M | 0.51% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 46,817 | $1.93M | 0.03% | +1,114+2.4% | Added |
| Beach Investment Counsel Inc | 46,689 | $1.92M | 0.24% | +900+2.0% | Added |
| Paradigm Asset Management Co LLC | 45,800 | $1.88M | 0.53% | −2,800−5.8% | Reduced |
| Alberta Investment Management Corp | 44,600 | $1.83M | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 44,577 | $1.83M | 0.08% | −5,022−10.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 44,553 | $1.83M | 0.54% | −1,553−3.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 44,530 | $1.83M | 0.40% | −29,660−40.0% | Reduced |
| Umb Bank N A | 44,488 | $1.83M | 0.03% | −22,244−33.3% | Reduced |
| Green Square Capital Advisors LLC | 44,475 | $1.83M | 0.24% | −1,303−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 44,470 | $1.83M | 0.01% | −26,755−37.6% | Reduced |
| Slagle Financial, LLC | 44,294 | $1.82M | 1.12% | +4,235+10.6% | Added |
| Legato Capital Management LLC | 44,245 | $1.82M | 0.26% | 00.0% | Unchanged |
| One River Asset Management, LLC | 43,813 | $1.80M | 0.84% | +40,164+1,100.7% | Added |
| Chiron Capital Management, LLC | 43,807 | $1.80M | 1.55% | +6,220+16.5% | Added |
| Sunbelt Securities, Inc. | 43,577 | $1.79M | 0.25% | +928+2.2% | Added |
| Columbia Asset Management | 42,842 | $1.76M | 0.39% | −2,730−6.0% | Reduced |
| Laurion Capital Management LP | 42,682 | $1.76M | 0.05% | +42,682 | New |
| Altrafin AG | 42,200 | $1.74M | 0.76% | 00.0% | Unchanged |
| WFA Asset Management Corp | 41,966 | $1.73M | 1.02% | +2,490+6.3% | Added |
| Alpine Woods Capital Investors, LLC | 41,954 | $1.73M | 0.28% | +3,813+10.0% | Added |
| Cullen/Frost Bankers, Inc. | 41,881 | $1.72M | 0.03% | +10.0% | Added |
| Apollon Wealth Management, LLC | 41,762 | $1.72M | 0.09% | −5,597−11.8% | Reduced |
| Capital Asset Advisory Services LLC | 41,313 | $1.72M | 0.12% | +5,696+16.0% | Added |
| XR Securities LLC | 41,421 | $1.70M | 2.35% | +28,232+214.1% | Added |
| Vestcor Inc | 41,333 | $1.70M | 0.06% | −4,299−9.4% | Reduced |
| Park Avenue Securities LLC | 41,215 | $1.70M | 0.03% | −3,646−8.1% | Reduced |
| Wharton Business Group, LLC | 41,123 | $1.69M | 0.09% | −310−0.7% | Reduced |
| Cohen Investment Advisors LLC | 40,981 | $1.69M | 1.36% | +4,210+11.4% | Added |
| Investor AB | 40,000 | $1.65M | 0.06% | +40,000 | New |
| TD Private Client Wealth LLC | 39,848 | $1.64M | 0.07% | −132−0.3% | Reduced |
| Sowell Financial Services LLC | 39,760 | $1.64M | 0.10% | −7,172−15.3% | Reduced |
| Lighthouse Investment Partners, LLC | 39,633 | $1.63M | 0.10% | +39,633 | New |
| Massachusetts Wealth Management | 39,590 | $1.63M | 1.50% | −325−0.8% | Reduced |
| Quaker Capital Investments, LLC | 39,450 | $1.62M | 0.63% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 39,169 | $1.61M | 0.95% | +1,726+4.6% | Added |
| Sippican Capital Advisors | 39,015 | $1.60M | 1.47% | +7,770+24.9% | Added |
| Tokio Marine Asset Management Co Ltd | 38,975 | $1.60M | 0.10% | +1,693+4.5% | Added |
| Atlas Private Wealth Advisors | 38,493 | $1.58M | 0.30% | +1,414+3.8% | Added |
| Centiva Capital, LP | 37,672 | $1.55M | 0.08% | +31,455+506.0% | Added |
| Marathon Trading Investment Management LLC | 37,568 | $1.55M | 1.18% | +35,968+2,248.0% | Added |
| Axxcess Wealth Management, LLC | 37,497 | $1.54M | 0.05% | +37,497 | New |
| Smith, Salley & Associates | 37,345 | $1.54M | 0.11% | −865−2.3% | Reduced |
| Shell Asset Management Co | 37,291 | $1.53M | 0.06% | −260−0.7% | Reduced |
| Ritholtz Wealth Management | 37,255 | $1.53M | 0.07% | −22,164−37.3% | Reduced |
| YHB Investment Advisors, Inc. | 37,241 | $1.53M | 0.14% | −14,910−28.6% | Reduced |
| Horizon Investments, LLC | 37,615 | $1.53M | 0.05% | −1,390−3.6% | Reduced |
| Insigneo Advisory Services, LLC | 36,478 | $1.50M | 0.31% | −59,469−62.0% | Reduced |
| Snowden Capital Advisors LLC | 44,074 | $1.50M | 0.06% | +1,920+4.6% | Added |
| Caxton Associates LP | 36,104 | $1.48M | 0.21% | +36,104 | New |
| Winch Advisory Services, LLC | 36,061 | $1.48M | 0.54% | +289+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 35,647 | $1.47M | 0.07% | −4,766−11.8% | Reduced |
| Stonebridge Capital Advisors LLC | 35,578 | $1.46M | 0.16% | −8,732−19.7% | Reduced |
| Sumitomo Life Insurance Co | 35,236 | $1.45M | 0.04% | −455−1.3% | Reduced |
| Maven Securities LTD | 35,226 | $1.45M | 0.16% | +12,162+52.7% | Added |
| Capital International Inc | 35,076 | $1.44M | 0.03% | +4,690+15.4% | Added |
| Creative Financial Designs Inc | 34,633 | $1.42M | 0.17% | +2,996+9.5% | Added |
| Aigen Investment Management, LP | 34,616 | $1.42M | 0.27% | +22,382+182.9% | Added |
| Savoie Capital LLC | 34,600 | $1.42M | 0.37% | +34,600 | New |
| IMA Wealth, Inc. | 33,913 | $1.39M | 0.36% | −860−2.5% | Reduced |
| Selway Asset Management | 33,117 | $1.36M | 0.63% | −4,100−11.0% | Reduced |
| Comerica Securities,inc. | 32,769 | $1.35M | 0.11% | −866−2.6% | Reduced |
| Am Investment Strategies LLC | 32,558 | $1.34M | 0.43% | +4,115+14.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 31,957 | $1.31M | 0.28% | +4,026+14.4% | Added |
| Birmingham Capital Management Co Inc | 31,805 | $1.31M | 0.54% | +5,100+19.1% | Added |
| Brevan Howard Capital Management LP | 31,596 | $1.30M | 0.39% | +31,596 | New |
| Carret Asset Management, LLC | 30,997 | $1.27M | 0.18% | −126−0.4% | Reduced |
| Culbertson A N & Co Inc | 30,799 | $1.27M | 0.25% | +500+1.7% | Added |
| Chicago Trust Co NA | 30,298 | $1.25M | 0.31% | −2,677−8.1% | Reduced |
| CSS LLC | 30,226 | $1.24M | 0.10% | +9,027+42.6% | Added |
| Shelton Capital Management | 30,163 | $1.24M | 0.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 29,998 | $1.23M | 0.11% | −2,347−7.3% | Reduced |
| DoubleLine ETF Adviser LP | 29,659 | $1.22M | 0.44% | +1,354+4.8% | Added |
| Altman Advisors, Inc. | 29,588 | $1.22M | 0.76% | +29,588 | New |
| Boston Private Wealth LLC | 29,491 | $1.21M | 0.03% | −15,407−34.3% | Reduced |
| Wintrust Investments LLC | 29,384 | $1.21M | 0.13% | −5,444−15.6% | Reduced |
| Prudent Man Advisors, LLC | 29,363 | $1.21M | 0.48% | −321−1.1% | Reduced |
| Pinnacle Holdings, LLC | 29,269 | $1.20M | 0.56% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 29,048 | $1.19M | 0.18% | −5,250−15.3% | Reduced |
| Meridian Investment Counsel Inc. | 28,860 | $1.19M | 0.44% | −900−3.0% | Reduced |
| Concord Wealth Partners | 28,764 | $1.18M | 0.25% | +6,197+27.5% | Added |
| Connectus Wealth, LLC | 28,687 | $1.18M | 0.03% | −56,138−66.2% | Reduced |
| Belpointe Asset Management LLC | 28,553 | $1.17M | 0.12% | −55,382−66.0% | Reduced |
| Americana Partners, LLC | 33,363 | $1.16M | 0.13% | +11,659+53.7% | Added |
| Stratos Wealth Partners, LTD. | 27,880 | $1.15M | 0.02% | +229+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 27,756 | $1.14M | 0.04% | −2,133−7.1% | Reduced |
| InTrack Investment Management Inc | 27,670 | $1.14M | 1.00% | −847−3.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 27,546 | $1.13M | 0.18% | +2,199+8.7% | Added |
| Veriti Management LLC | 27,474 | $1.13M | 0.13% | −7,622−21.7% | Reduced |
| Summit X, LLC | 27,390 | $1.13M | 0.36% | −5,038−15.5% | Reduced |
| Wellington Shields & Co., LLC | 27,328 | $1.12M | 0.28% | +400+1.5% | Added |
| Trust Asset Management LLC | 27,234 | $1.12M | 0.12% | 00.0% | Unchanged |