# CITIGROUP INC (C)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/C/

- Reporting holders: 113
- Reported value: $317.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $67.9M | 524,114 | 0.6% | 8 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $50.6M | 390,614 | 0.7% | 32 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $19.3M | 148,799 | 1.2% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $18.7M | 144,234 | 0.3% | 32 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $18.5M | 143,020 | 1.9% | 18 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $18.0M | 140,683 | 0.8% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $10.9M | 84,218 | 1.6% | 19 |
| [Eastover Investment Advisors LLC](https://holderbook.com/funds/1472800-eastover-investment-advisors-llc/) | $9.8M | 75,349 | 3.8% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.5M | 73,274 | 0.1% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $7.6M | 58,582 | 0.3% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.6M | 43,307 | 0.1% | 32 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $5.6M | 43,155 | 0.7% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.2M | 39,940 | 0.1% | 14 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $4.2M | 32,147 | 2.6% | 10 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $3.8M | 29,439 | 0.2% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.8M | 29,288 | 0.1% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $2.7M | 20,771 | 0.2% | 18 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.4M | 18,602 | 0.2% | 26 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $2.3M | 17,666 | 0.8% | 7 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $2.2M | 17,136 | 0.4% | 11 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.2M | 16,757 | 0.3% | 16 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $2.0M | 15,203 | 1.4% | 4 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.9M | 14,356 | 0.2% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.8M | 14,118 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.8M | 13,703 | 0.2% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 113 | $317.9M |
| Q2 2026 | 2,651 | $215.7B |
| Q1 2026 | 2,461 | $163.3B |
| Q4 2025 | 2,467 | $175.1B |
| Q3 2025 | 2,232 | $153.7B |
| Q2 2025 | 2,091 | $135.1B |
| Q1 2025 | 2,046 | $116.7B |
| Q4 2024 | 2,008 | $112.6B |
| Q3 2024 | 1,802 | $98.7B |
| Q2 2024 | 1,798 | $98.7B |
| Q1 2024 | 1,789 | $101.5B |
| Q4 2023 | 1,678 | $83.1B |