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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 18,830 | $774.5K | 0.16% | +9,952+112.1% | Added |
| Gladius Capital Management LP | 18,757 | $771.5K | 0.22% | +18,757 | New |
| Old National Bancorp | 18,686 | $768.6K | 0.02% | −709−3.7% | Reduced |
| Thoroughbred Financial Services, LLC | 18,661 | $767.0K | 0.08% | −5,390−22.4% | Reduced |
| Mork Capital Management, LLC | 18,640 | $766.7K | 0.60% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 18,566 | $763.6K | 0.05% | +1,900+11.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,800 | $761.3K | 0.63% | +400+2.8% | Added |
| Johnson Financial Group, Inc. | 18,487 | $760.4K | 0.05% | +1,804+10.8% | Added |
| Shikiar Asset Management Inc | 18,438 | $758.0K | 0.26% | −4,300−18.9% | Reduced |
| Resources Management Corp | 18,430 | $758.0K | 0.12% | +1,230+7.2% | Added |
| Waterfront Wealth Inc. | 19,368 | $752.5K | 0.25% | +6,293+48.1% | Added |
| Equitable Trust Co | 18,192 | $748.2K | 0.06% | +1,979+12.2% | Added |
| First Business Financial Services, Inc. | 18,177 | $747.6K | 0.10% | +579+3.3% | Added |
| Moors & Cabot, Inc. | 18,119 | $745.2K | 0.05% | −4,001−18.1% | Reduced |
| Arete Wealth Advisors, LLC | 18,018 | $741.1K | 0.13% | +4,580+34.1% | Added |
| Highline Wealth Partners LLC | 18,003 | $740.5K | 0.46% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 17,969 | $739.1K | 0.64% | −298−1.6% | Reduced |
| Guardian Investment Management | 17,995 | $738.5K | 0.68% | −435−2.4% | Reduced |
| Greenleaf Trust | 17,851 | $734.2K | 0.01% | −12,174−40.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $728.8K | 0.56% | 00.0% | Unchanged |
| Ignite Planners, LLC | 18,274 | $728.7K | 0.22% | +12,582+221.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 17,661 | $726.4K | 0.09% | −2,820−13.8% | Reduced |
| Columbia Trust Co 01012016 | 17,607 | $724.2K | 0.42% | +386+2.2% | Added |
| Jones Financial Companies LLLP | 17,551 | $721.9K | 0.00% | −17,166−49.4% | Reduced |
| Ostrum Asset Management | 17,531 | $721.0K | 0.07% | −8,677−33.1% | Reduced |
| Twin Focus Capital Partners, LLC | 17,508 | $720.1K | 0.16% | −6,128−25.9% | Reduced |
| SOL Capital Management CO | 17,510 | $720.0K | 0.11% | −19,765−53.0% | Reduced |
| Bank Hapoalim BM | 17,430 | $717.0K | 0.12% | −11,620−40.0% | Reduced |
| SeaCrest Wealth Management, LLC | 17,393 | $715.4K | 0.09% | −10,228−37.0% | Reduced |
| Jupiter Wealth Management LLC | 17,000 | $715.4K | 0.46% | +17,000 | New |
| Bristlecone Advisors, LLC | 17,350 | $713.6K | 0.08% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 17,889 | $713.1K | 0.20% | +115+0.6% | Added |
| Somerset Trust Co | 17,270 | $710.3K | 0.32% | −2,290−11.7% | Reduced |
| Lakeview Capital Partners, LLC | 17,217 | $708.1K | 0.14% | −16,732−49.3% | Reduced |
| Atlantic Union Bankshares Corp | 17,099 | $703.3K | 0.07% | +2,546+17.5% | Added |
| Relative Value Partners Group, LLC | 17,025 | $700.2K | 0.05% | +2,726+19.1% | Added |
| Coastwise Capital Group, LLC | 16,936 | $696.6K | 0.80% | +2,811+19.9% | Added |
| Spirit of America Management Corp | 16,700 | $686.9K | 0.16% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 16,664 | $685.4K | 0.29% | −511−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,610 | $683.2K | 0.01% | −849−4.9% | Reduced |
| Kovack Advisors, Inc. | 16,510 | $679.1K | 0.09% | +5,994+57.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 16,485 | $678.0K | 1.14% | +16,485 | New |
| SeaBridge Investment Advisors LLC | 16,450 | $676.6K | 0.22% | −32,530−66.4% | Reduced |
| Portside Wealth Group, LLC | 16,437 | $674.0K | 0.13% | +2,937+21.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,364 | $673.1K | 0.08% | +113+0.7% | Added |
| Fiduciary Trust Co | 16,330 | $671.7K | 0.01% | −8,395−34.0% | Reduced |
| Eudaimonia Partners, LLC | 16,295 | $670.2K | 0.16% | +391+2.5% | Added |
| Institute for Wealth Management, LLC. | 16,272 | $669.3K | 0.12% | −467−2.8% | Reduced |
| Game Creek Capital, LP | 16,250 | $668.4K | 0.44% | −3,500−17.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,171 | $665.1K | 0.11% | −37,766−70.0% | Reduced |
| Great Valley Advisor Group, Inc. | 16,161 | $664.5K | 0.03% | +1,090+7.2% | Added |
| Venture Visionary Partners LLC | 16,024 | $659.2K | 0.04% | −1,630−9.2% | Reduced |
| Zuckerman Investment Group, LLC | 16,000 | $658.1K | 0.09% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,956 | $656.3K | 0.01% | −13,253−45.4% | Reduced |
| Widmann Financial Services, Inc. | 15,949 | $656.0K | 0.65% | +214+1.4% | Added |
| Privium Fund Management B.V. | 15,832 | $651.2K | 0.19% | +3,200+25.3% | Added |
| Gotham Asset Management, LLC | 15,756 | $648.0K | 0.01% | −1,908−10.8% | Reduced |
| Fox Run Management, L.L.C. | 15,662 | $644.2K | 0.19% | +15,662 | New |
| Verdence Capital Advisors LLC | 15,535 | $639.0K | 0.07% | −1,522−8.9% | Reduced |
| Essex Financial Services, Inc. | 15,517 | $638.2K | 0.07% | −1,055−6.4% | Reduced |
| Commerzbank Aktiengesellschaft | 15,431 | $635.0K | 0.03% | +3,022+24.4% | Added |
| Tiaa Trust, National Association | 15,350 | $631.3K | 0.00% | +15,350 | New |
| Hunter Associates Investment Management LLC | 15,370 | $630.0K | 0.13% | −210−1.3% | Reduced |
| Sweet Financial Partners, LLC | 15,179 | $624.3K | 0.17% | 00.0% | Unchanged |
| Invst, LLC | 15,112 | $621.6K | 0.09% | −2,085−12.1% | Reduced |
| Abundance Wealth Counselors | 15,042 | $619.0K | 0.18% | +15,042 | New |
| Griffin Asset Management, Inc. | 15,007 | $617.3K | 0.09% | −1,909−11.3% | Reduced |
| Cidel Asset Management Inc | 15,000 | $617.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,925 | $613.9K | 0.01% | +1,084+7.8% | Added |
| Legacy Capital Group California, Inc. | 14,815 | $609.3K | 0.26% | +67+0.5% | Added |
| Ausdal Financial Partners, Inc. | 14,814 | $609.3K | 0.08% | +275+1.9% | Added |
| Conning Inc. | 14,811 | $609.2K | 0.02% | +250+1.7% | Added |
| Simmons Bank | 14,788 | $608.2K | 0.05% | −1,447−8.9% | Reduced |
| Hilltop Holdings Inc. | 14,764 | $607.2K | 0.08% | +48+0.3% | Added |
| FineMark National Bank & Trust | 14,760 | $607.1K | 0.03% | −1,222−7.6% | Reduced |
| Greytown Advisors Inc. | 14,684 | $604.0K | 0.34% | +100+0.7% | Added |
| Consilium Wealth Advisory, LLC | 14,679 | $603.7K | 0.42% | −4,854−24.9% | Reduced |
| Triumph Capital Management | 14,673 | $603.5K | 0.27% | +1,530+11.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,590 | $600.0K | 0.02% | +1,860+14.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 14,533 | $597.7K | 0.04% | +589+4.2% | Added |
| Legacy Bridge, LLC | 14,518 | $597.1K | 0.43% | −555−3.7% | Reduced |
| HCR Wealth Advisors | 14,447 | $594.2K | 0.13% | −1,746−10.8% | Reduced |
| VELA Investment Management, LLC | 14,368 | $591.0K | 0.26% | +1,233+9.4% | Added |
| Lazari Capital Management, Inc. | 14,331 | $589.4K | 0.35% | −375−2.5% | Reduced |
| Triangle Securities Wealth Management | 14,310 | $588.6K | 0.21% | −2,880−16.8% | Reduced |
| Solitude Financial Services | 14,250 | $586.1K | 0.33% | +1,516+11.9% | Added |
| Atlas Brown,Inc. | 14,171 | $582.9K | 0.27% | +421+3.1% | Added |
| Lineweaver Wealth Advisors, LLC | 14,122 | $580.8K | 0.17% | +14,122 | New |
| Rehmann Capital Advisory Group | 14,094 | $579.7K | 0.05% | −2,867−16.9% | Reduced |
| Excalibur Management Corp | 14,018 | $576.6K | 0.30% | +138+1.0% | Added |
| Camelot Portfolios, LLC | 14,014 | $576.4K | 0.55% | −2,787−16.6% | Reduced |
| Flagship Harbor Advisors, LLC | 13,975 | $574.8K | 0.05% | −1,058−7.0% | Reduced |
| CWA Asset Management Group, LLC | 13,915 | $572.3K | 0.04% | +689+5.2% | Added |
| Intrinsic Value Partners, LLC | 13,895 | $571.5K | 0.73% | −105−0.8% | Reduced |
| Perritt Capital Management Inc | 13,867 | $570.4K | 0.33% | +210+1.5% | Added |
| Bartlett & Co. LLC | 13,808 | $568.0K | 0.01% | −3,395−19.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,808 | $567.9K | 0.01% | −3,395−19.7% | Reduced |
| Asset Dedication, LLC | 13,887 | $562.0K | 0.05% | −522−3.6% | Reduced |
| Cito Capital Group, LLC | 13,651 | $561.0K | 0.27% | +500+3.8% | Added |
| Becker Capital Management Inc | 13,630 | $560.6K | 0.02% | +50+0.4% | Added |