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 |
|---|---|---|---|---|---|
| Mastrapasqua Asset Management Inc | 27,130 | $1.12M | 0.13% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 27,100 | $1.11M | 0.73% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 26,733 | $1.10M | 0.06% | −9,721−26.7% | Reduced |
| Bokf, NA | 27,761 | $1.10M | 0.02% | −910−3.2% | Reduced |
| Boyar Asset Management Inc. | 26,215 | $1.08M | 0.85% | −330−1.2% | Reduced |
| Columbus Macro, LLC | 26,178 | $1.08M | 0.45% | −1,241−4.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.07M | 0.40% | 00.0% | Unchanged |
| Round Hill Asset Management | 25,684 | $1.06M | 0.69% | +5,705+28.6% | Added |
| Insight Inv LLC | 26,260 | $1.05M | 1.17% | +2,105+8.7% | Added |
| Independent Financial Group, LLC | 25,470 | $1.05M | 0.07% | +5,127+25.2% | Added |
| Granite Investment Partners, LLC | 25,429 | $1.05M | 0.04% | −1,352−5.0% | Reduced |
| Meeder Advisory Services, Inc. | 25,319 | $1.04M | 0.13% | −8,323−24.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 25,260 | $1.04M | 0.53% | −4,340−14.7% | Reduced |
| Forum Financial Management, LP | 25,165 | $1.04M | 0.02% | −112−0.4% | Reduced |
| Profund Advisors LLC | 25,138 | $1.03M | 0.06% | −782−3.0% | Reduced |
| Shay Capital LLC | 25,000 | $1.03M | 0.30% | +25,000 | New |
| CWM, LLC | 24,894 | $1.02M | 0.01% | −10,483−29.6% | Reduced |
| Advisors Management Group Inc | 24,905 | $1.02M | 0.31% | +866+3.6% | Added |
| Armstrong Shaw Associates Inc | 24,884 | $1.02M | 1.08% | −8,138−24.6% | Reduced |
| Ieq Capital, LLC | 24,857 | $1.02M | 0.02% | −17,184−40.9% | Reduced |
| Schechter Investment Advisors, LLC | 24,826 | $1.02M | 0.10% | −5,228−17.4% | Reduced |
| Secure Asset Management, LLC | 24,814 | $1.02M | 0.31% | +4,455+21.9% | Added |
| Meiji Yasuda Life Insurance Co | 24,706 | $1.02M | 0.03% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.02M | 0.06% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 24,668 | $1.01M | 0.24% | +2,156+9.6% | Added |
| Abn Amro Investment Solutions | 24,531 | $1.01M | 0.02% | −1,972−7.4% | Reduced |
| IFP Advisors, Inc | 24,521 | $1.01M | 0.05% | −824−3.3% | Reduced |
| Lido Advisors, LLC | 24,492 | $1.01M | 0.01% | −86,608−78.0% | Reduced |
| Kornitzer Capital Management Inc | 24,430 | $1.00M | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 24,409 | $1.00M | 0.01% | −10,447−30.0% | Reduced |
| E&G Advisors, LP | 24,395 | $1.00M | 0.37% | −1,585−6.1% | Reduced |
| Intrua Financial, LLC | 24,323 | $1.00M | 0.18% | −564−2.3% | Reduced |
| Ascent Group, LLC | 24,006 | $996.2K | 0.11% | −8,823−26.9% | Reduced |
| PSI Advisors, LLC | 24,026 | $988.2K | 0.43% | −135−0.6% | Reduced |
| Polianta Ltd | 24,000 | $987.0K | 0.49% | +2,700+12.7% | Added |
| DT Investment Partners, LLC | 23,987 | $986.6K | 0.12% | −18−0.1% | Reduced |
| Perigon Wealth Management, LLC | 23,986 | $986.6K | 0.04% | +3,836+19.0% | Added |
| Meitav Dash Investments Ltd | 23,939 | $986.3K | 0.02% | −26,923−52.9% | Reduced |
| Barry Investment Advisors, LLC | 23,899 | $983.0K | 0.35% | +103+0.4% | Added |
| Vident Advisory, LLC | 23,891 | $982.6K | 0.03% | +23,891 | New |
| Berkeley Capital Partners, LLC | 23,784 | $978.2K | 0.35% | +404+1.7% | Added |
| Bleakley Financial Group, LLC | 23,744 | $976.6K | 0.03% | −16,725−41.3% | Reduced |
| Canandaigua National Bank & Trust Co | 23,702 | $974.9K | 0.16% | −48−0.2% | Reduced |
| Sawtooth Solutions, LLC | 23,641 | $972.4K | 0.03% | −16,783−41.5% | Reduced |
| American State Bank (Iowa) | 23,552 | $968.7K | 0.69% | +17+0.1% | Added |
| Colony Group LLC | 23,542 | $968.0K | 0.01% | −3,788−13.9% | Reduced |
| We Are One Seven, LLC | 23,244 | $956.0K | 0.07% | −4,532−16.3% | Reduced |
| Regions Financial Corp | 23,221 | $955.1K | 0.01% | −6,761−22.6% | Reduced |
| Dakota Wealth Management | 23,077 | $949.2K | 0.04% | −4,365−15.9% | Reduced |
| Transatlantique Private Wealth LLC | 22,742 | $935.4K | 0.50% | −9,131−28.6% | Reduced |
| Concord Asset Management, LLC | 22,725 | $934.7K | 0.31% | +5,692+33.4% | Added |
| White Pine Capital LLC | 22,537 | $926.9K | 0.37% | −3,034−11.9% | Reduced |
| Mystic Asset Management, Inc. | 22,488 | $924.9K | 0.52% | −972−4.1% | Reduced |
| Sherbrooke Park Advisers LLC | 22,472 | $924.3K | 0.29% | +15,472+221.0% | Added |
| GFG Capital, LLC | 22,435 | $922.8K | 0.30% | −162−0.7% | Reduced |
| Signaturefd, LLC | 22,390 | $920.9K | 0.02% | −5,248−19.0% | Reduced |
| First Hawaiian Bank | 22,365 | $919.9K | 0.03% | +107+0.5% | Added |
| Ameritas Investment Partners, Inc. | 22,275 | $916.2K | 0.04% | −815−3.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 22,446 | $913.0K | 0.02% | +4,962+28.4% | Added |
| Centaurus Financial, Inc. | 22,173 | $912.0K | 0.08% | −6,247−22.0% | Reduced |
| Keybank National Association | 22,118 | $909.7K | 0.00% | +3,717+20.2% | Added |
| Savant Capital, LLC | 21,923 | $901.7K | 0.01% | −3,531−13.9% | Reduced |
| Transcend Wealth Collective, LLC | 21,699 | $892.5K | 0.09% | +7,154+49.2% | Added |
| Cooper Financial Group | 21,673 | $891.4K | 0.21% | +621+2.9% | Added |
| Washington Capital Management Inc | 21,635 | $889.8K | 0.82% | 00.0% | Unchanged |
| Huntington National Bank | 21,585 | $887.8K | 0.01% | −1,982−8.4% | Reduced |
| CIBC Private Wealth Group, LLC | 21,391 | $879.8K | 0.00% | −32,431−60.3% | Reduced |
| Ameritas Advisory Services, LLC | 21,475 | $878.5K | 0.04% | +16,243+310.5% | Added |
| Quantamental Technologies LLC | 21,338 | $877.6K | 0.82% | +10,946+105.3% | Added |
| Duff & Phelps Investment Management Co | 21,286 | $875.5K | 0.01% | −609−2.8% | Reduced |
| Jacobi Capital Management LLC | 21,096 | $867.7K | 0.10% | −1,490−6.6% | Reduced |
| Tandem Capital Management Corp | 21,076 | $866.9K | 0.60% | −7,710−26.8% | Reduced |
| CAPROCK Group, Inc. | 21,077 | $866.8K | 0.07% | +604+3.0% | Added |
| Axq Capital, LP | 21,000 | $863.7K | 0.30% | +21,000 | New |
| Edgestream Partners, L.P. | 20,893 | $859.3K | 0.07% | +20,893 | New |
| Machina Capital S.A.S. | 20,882 | $858.9K | 0.48% | +31+0.1% | Added |
| Cigna Investments Inc | 20,827 | $856.0K | 0.20% | −2,696−11.5% | Reduced |
| Spire Wealth Management | 20,601 | $847.3K | 0.03% | +4,021+24.3% | Added |
| Retirement Planning Co of New England, Inc. | 20,573 | $846.2K | 0.47% | +12,742+162.7% | Added |
| Penobscot Investment Management Company, Inc. | 20,570 | $846.0K | 0.11% | +20,570 | New |
| Coastal Investment Advisors, Inc. | 18,131 | $834.7K | 0.19% | −192−1.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 20,167 | $829.5K | 0.20% | −286−1.4% | Reduced |
| NEOS Investment Management LLC | 20,118 | $827.5K | 0.11% | +20,118 | New |
| Dana Investment Advisors, Inc. | 20,018 | $823.4K | 0.04% | −800−3.8% | Reduced |
| PMC FIG Opportunities LLC | 20,000 | $822.6K | 2.96% | −5,000−20.0% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $819.3K | 0.06% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 19,779 | $818.2K | 0.02% | −8,444−29.9% | Reduced |
| Pflug Koory, LLC | 19,884 | $817.8K | 0.47% | 00.0% | Unchanged |
| SRN Advisors, LLC | 19,703 | $810.4K | 0.80% | −2,728−12.2% | Reduced |
| Martin & Co Inc | 19,650 | $808.2K | 0.21% | −31−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 19,469 | $800.8K | 0.04% | −1,145−5.6% | Reduced |
| Kingsview Wealth Management, LLC | 19,455 | $800.2K | 0.03% | +1,519+8.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,414 | $798.5K | 0.08% | −684−3.4% | Reduced |
| Stevens Capital Management LP | 19,332 | $795.0K | 0.23% | +13,253+218.0% | Added |
| Sigma Planning Corp | 19,326 | $794.9K | 0.03% | −1,636−7.8% | Reduced |
| Carson Advisory Inc. | 19,133 | $786.9K | 0.69% | −300−1.5% | Reduced |
| First National Trust Co | 19,104 | $785.7K | 0.04% | −5,900−23.6% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $781.2K | 0.01% | +937+5.2% | Added |
| Ironwood Investment Management LLC | 18,984 | $780.8K | 0.48% | +3,750+24.6% | Added |
| Quadrant Private Wealth Management, LLC | 18,885 | $776.7K | 0.26% | −1,276−6.3% | Reduced |