CITIGROUP INC (C)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
113
Reporting holders
$317.9M
Reported value
0.0%
Calls
0.0%
Puts
-2,538
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $67.9M | 524,114 | 0.59% | 8q | +51.8%+$23.2M |
| Douglas Lane & Associates, LLC | $50.6M | 390,614 | 0.68% | 32q | -6.0%-$3.2M |
| AVITY INVESTMENT MANAGEMENT INC. | $19.3M | 148,799 | 1.21% | 4q | +16.6%+$2.7M |
| Gradient Investments LLC | $18.7M | 144,234 | 0.27% | 32q | -3.5%-$681.5K |
| Adams Asset Advisors, LLC | $18.5M | 143,020 | 1.88% | 18q | -3.6%-$682.9K |
| Sound Income Strategies, LLC | $18.0M | 140,683 | 0.80% | 32q | -13.2%-$2.8M |
| Allen Mooney & Barnes Investment Advisors LLC | $10.9M | 84,218 | 1.62% | 19q | +1.0%+$110.4K |
| Eastover Investment Advisors LLC | $9.8M | 75,349 | 3.79% | 21q | -0.9%-$92.2K |
| Farther Finance Advisors, LLC | $9.5M | 73,274 | 0.07% | 16q | +2.4%+$218.0K |
| GAMMA Investing LLC | $7.6M | 58,582 | 0.26% | 12q | +7.0%+$492.9K |
| Valeo Financial Advisors, LLC | $5.6M | 43,307 | 0.12% | 32q | +2.2%+$122.6K |
| Mirador Capital Partners LP | $5.6M | 43,155 | 0.65% | 15q | +3.4%+$184.9K |
| Avidian Wealth Enterprises, LLC | $5.2M | 39,940 | 0.14% | 14q | +1.6%+$83.5K |
| Bank & Trust Co | $4.2M | 32,147 | 2.62% | 10q | HELD |
| YHB Investment Advisors, Inc. | $3.8M | 29,439 | 0.24% | 32q | -0.7%-$28.5K |
| Wedmont Private Capital | $3.8M | 29,288 | 0.09% | 20q | +12.2%+$406.8K |
| Bangor Savings Bank | $2.7M | 20,771 | 0.20% | 18q | -6.0%-$171.7K |
| Cooper Financial Group | $2.4M | 18,602 | 0.19% | 26q | -5.3%-$135.6K |
| STABLEFORD CAPITAL II LLC | $2.3M | 17,666 | 0.79% | 7q | +3.9%+$86.8K |
| BENEDICT FINANCIAL ADVISORS INC | $2.2M | 17,136 | 0.44% | 11q | -11.2%-$279.5K |
| Breakwater Capital Group | $2.2M | 16,757 | 0.26% | 16q | HELD |
| Athena Wealth Management, LLC | $2.0M | 15,203 | 1.41% | 4q | -7.3%-$154.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.9M | 14,356 | 0.15% | 32q | +6.2%+$108.6K |
| Apella Capital, LLC | $1.8M | 14,118 | 0.02% | 5q | +5.3%+$90.0K |
| Versant Capital Management, Inc | $1.8M | 13,703 | 0.15% | 32q | +1.8%+$30.9K |
| Venture Visionary Partners LLC | $1.5M | 11,701 | 0.04% | 24q | +2.3%+$34.4K |
| Hickory Point Bank & Trust | $1.4M | 10,988 | 0.86% | 8q | -1.3%-$19.4K |
| TOTH FINANCIAL ADVISORY CORP | $1.2M | 9,386 | 0.12% | 32q | +3.6%+$42.7K |
| EASTERN BANK | $1.2M | 8,992 | 0.02% | 9q | +310.6%+$880.7K |
| Balefire, LLC | $1.1M | 8,840 | 0.18% | 14q | +3.5%+$38.5K |
| RIVERSEDGE ADVISORS, LLC | $1.1M | 8,765 | 0.14% | 7q | +38.4%+$315.0K |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 8,351 | 0.19% | 3q | +387.8%+$859.6K |
| MassMutual Private Wealth & Trust, FSB | $1.0M | 7,889 | 0.03% | 32q | -6.6%-$72.2K |
| CHAPIN DAVIS, INC. | $1.0M | 7,876 | 0.20% | 16q | -1.0%-$10.4K |
| Baron Financial Group, LLC | $1.0M | 7,809 | 0.49% | 4q | HELD |
| TrueWealth Advisors, LLC | $970.7K | 7,497 | 0.22% | 12q | +1.5%+$14.2K |
| STEPH & CO | $939.9K | 7,259 | 0.24% | 28q | -16.5%-$186.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $910.8K | 7,034 | 0.06% | 12q | -7.8%-$77.2K |
| Boltwood Capital Management | $830.2K | 6,412 | 0.19% | 6q | +9.9%+$74.8K |
| Monument Capital Management | $827.5K | 6,391 | 0.17% | 10q | HELD |
| Montecito Bank & Trust | $790.6K | 6,106 | 0.12% | 24q | -0.8%-$6.3K |
| Rosenberg Matthew Hamilton | $749.3K | 5,787 | 0.13% | 27q | +5.7%+$40.7K |
| Meadowbrook Wealth Management, LLC | $722.2K | 5,578 | 0.76% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $720.7K | 5,566 | 0.01% | 7q | +24.9%+$143.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $711.0K | 5,491 | 0.14% | 24q | -3.2%-$23.3K |
| CoreCap Advisors, LLC | $708.0K | 5,467 | 0.02% | 9q | -11.2%-$89.0K |
| Worth Asset Management, LLC | $655.1K | 5,060 | 0.19% | 5q | +1.4%+$9.1K |
| Atlas Brown,Inc. | $631.7K | 4,879 | 0.17% | 21q | -0.9%-$5.8K |
| Ridgewood Investments LLC | $590.0K | 4,557 | 0.22% | 22q | -1.9%-$11.3K |
| Grove Bank & Trust | $589.0K | 4,549 | 0.06% | 16q | +1.8%+$10.2K |
| Intelligence Driven Advisers, LLC | $584.5K | 4,514 | 0.10% | 12q | +4.0%+$22.7K |
| BOS Asset Management, LLC | $584.3K | 4,513 | 0.14% | 16q | +2.2%+$12.7K |
| Investors Research Corp | $572.9K | 4,425 | 0.10% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $552.0K | 4,263 | 0.05% | 20q | -57.7%-$753.2K |
| DAVIDSON TRUST CO | $537.7K | 4,153 | 0.21% | 5q | HELD |
| Greenfield Savings Bank | $537.6K | 4,152 | 0.20% | 18q | +0.6%+$3.0K |
| Oak Grove Capital LLC | $517.9K | 4,000 | 0.02% | new | NEW |
| Shulman DeMeo Asset Management LLC | $504.0K | 3,921 | 0.10% | 3q | -4.0%-$20.8K |
| KFA Private Wealth Group, LLC | $503.6K | 3,889 | 0.12% | 5q | +0.6%+$3.0K |
| Applied Capital LLC/FL | $498.4K | 3,849 | 0.20% | 12q | HELD |
| New Covenant Trust Company, N.A. | $470.1K | 3,631 | 0.33% | 8q | +8.1%+$35.3K |
| Byrne Asset Management LLC | $465.5K | 3,665 | 0.26% | 3q | +0.8%+$3.8K |
| Whalen Wealth Management Inc. | $460.0K | 3,552 | 0.20% | 6q | -48.9%-$440.8K |
| Everhart Financial Group, Inc. | $456.9K | 3,529 | 0.03% | 5q | +1.7%+$7.6K |
| LEGACY SOLUTIONS, LLC | $444.6K | 3,433 | 0.34% | 8q | -5.3%-$24.9K |
| JUNCTURE WEALTH STRATEGIES, LLC | $443.4K | 3,425 | 0.11% | 10q | +4.6%+$19.5K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $426.1K | 3,290 | 0.31% | 4q | +46.0%+$134.3K |
| LifeGoal Investments, LLC | $415.5K | 3,209 | 0.13% | 2q | +69.5%+$170.4K |
| DECISION INVESTMENTS, INC | $409.8K | 3,165 | 0.37% | 4q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $377.8K | 2,917 | 0.09% | 7q | +1.3%+$4.9K |
| Weaver Consulting Group | $371.5K | 2,869 | 0.07% | 5q | +15.0%+$48.6K |
| First Heartland Consultants, Inc. | $359.8K | 2,779 | 0.02% | 7q | +37.8%+$98.8K |
| Vann Equity Management LLC | $354.8K | 2,740 | 0.21% | 3q | +2.7%+$9.3K |
| Hamilton Capital, LLC | $347.1K | 2,681 | 0.02% | 6q | +5.3%+$17.6K |
| Peoples Bank/KS | $335.4K | 2,590 | 0.33% | 13q | -3.7%-$12.9K |
| Olistico Wealth, LLC | $334.7K | 2,585 | 0.14% | 10q | HELD |
| Acropolis Investment Management, LLC | $328.9K | 2,540 | 0.01% | 5q | -51.7%-$351.9K |
| Successful Portfolios LLC | $325.7K | 2,534 | 0.15% | 8q | HELD |
| Bill Few Associates, Inc. | $293.6K | 2,267 | 0.06% | 5q | -0.8%-$2.5K |
| Montz Harcus Wealth Management LLC | $275.2K | 2,125 | 0.10% | 5q | HELD |
| SAPIENT CAPITAL LLC | $267.5K | 2,066 | 0.00% | 4q | -55.7%-$336.1K |
| Castle Rock Wealth Management, LLC | $263.2K | 2,048 | 0.05% | 4q | HELD |
| Veery Capital, LLC | $260.8K | 2,014 | 0.07% | 5q | -1.8%-$4.7K |
| AVAII WEALTH MANAGEMENT, LLC | $253.0K | 1,969 | 0.07% | 11q | -3.7%-$9.8K |
| ELEVATION WEALTH PARTNERS, LLC | $236.4K | 1,826 | 0.07% | 12q | +17.8%+$35.7K |
| Dominguez Wealth Management Solutions, Inc. | $224.4K | 1,733 | 0.12% | 2q | HELD |
| Wealth Enhancement Trust Services, Inc. | $210.1K | 1,623 | 0.02% | 4q | -73.7%-$589.5K |
| MRA Advisory Group | $209.9K | 1,621 | 0.08% | 3q | -83.1%-$1.0M |
| Aletheian Wealth Advisors LLC | $204.4K | 1,579 | 0.08% | 2q | +3.5%+$6.9K |
| AMERICAN NATIONAL BANK & TRUST | $202.0K | 1,560 | 0.02% | 4q | -4.9%-$10.4K |
| GK Wealth Management LLC | $192.0K | 1,483 | 0.11% | 2q | -20.6%-$49.8K |
| FIRST COMMUNITY TRUST NA | $172.3K | 1,331 | 0.06% | 20q | +113.0%+$91.4K |
| ARMSTRONG ADVISORY GROUP, INC | $164.4K | 1,270 | 0.01% | 16q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $152.5K | 1,178 | 0.01% | 3q | HELD |
| Bank of New Hampshire | $128.3K | 991 | 0.03% | 3q | HELD |
| Pacifica Partners Inc. | $119.8K | 943 | 0.04% | 28q | HELD |
| Central Pacific Bank - Trust Division | $103.6K | 800 | 0.01% | 11q | HELD |
| Trust Co | $70.4K | 544 | 0.01% | 4q | +1.9%+$1.3K |
| Mn Services Vermogensbeheer B.V. | $65.5K | 505,603 | 0.49% | 11q | +1.7%+$1.1K |
| Horrell Capital Management, Inc. | $64.7K | 500 | 0.03% | 32q | HELD |
Showing the largest 100 of 118 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-17 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-15 | Skyler Edward | Hd of Ent Svc & Public Affairs | Sold | 25,000 | $3.3M |
| 2026-04-15 | Giles Nicole | CHIEF ACCOUNTING OFFICER | Sold | 12,732 | $1.7M |
| 2026-05-08 | DUGAN JOHN CUNNINGHAM | Director | Sold | 2,117 | $265.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 113 | $317.9M | 2,457,546 | 3 | 48 | 38 | 0.0% |
| Q2 2026 | 2,651 | $215.7B | 1,442,830,747 | 276 | 933 | 894 | 6.5% |
| Q1 2026 | 2,461 | $163.3B | 1,351,717,098 | 168 | 881 | 895 | 6.3% |
| Q4 2025 | 2,467 | $175.1B | 1,394,261,134 | 231 | 817 | 810 | 7.2% |
| Q3 2025 | 2,232 | $153.7B | 1,397,206,526 | 255 | 710 | 796 | 7.8% |
| Q2 2025 | 2,091 | $135.1B | 1,443,587,107 | 181 | 793 | 691 | 9.0% |
| Q1 2025 | 2,046 | $116.7B | 1,441,555,020 | 187 | 785 | 671 | 8.1% |
| Q4 2024 | 2,008 | $112.6B | 1,425,199,981 | 178 | 713 | 617 | 11.0% |
| Q3 2024 | 1,802 | $98.7B | 1,412,234,682 | 123 | 641 | 642 | 10.4% |
| Q2 2024 | 1,798 | $98.7B | 1,402,952,053 | 134 | 679 | 590 | 9.8% |
| Q1 2024 | 1,789 | $101.5B | 1,445,418,639 | 208 | 627 | 598 | 10.1% |
| Q4 2023 | 1,678 | $83.1B | 1,411,740,930 | 180 | 508 | 653 | 12.3% |
| Q3 2023 | 1,521 | $63.6B | 1,358,864,199 | 87 | 513 | 626 | 11.8% |
| Q2 2023 | 1,616 | $70.8B | 1,383,030,929 | 124 | 549 | 599 | 9.9% |
| Q1 2023 | 1,571 | $74.1B | 1,418,544,835 | 102 | 647 | 533 | 10.1% |
| Q4 2022 | 1,602 | $72.4B | 1,413,616,962 | 124 | 470 | 695 | 11.5% |
| Q3 2022 | 1,594 | $67.0B | 1,410,044,504 | 97 | 640 | 549 | 12.0% |
| Q2 2022 | 1,653 | $72.4B | 1,395,976,821 | 102 | 682 | 600 | 11.1% |
| Q1 2022 | 1,757 | $87.5B | 1,446,412,432 | 122 | 651 | 663 | 11.6% |
| Q4 2021 | 1,832 | $108.6B | 1,524,314,356 | 134 | 632 | 624 | 15.1% |
| Q3 2021 | 1,731 | $116.6B | 1,491,766,329 | 116 | 658 | 587 | 10.2% |
| Q2 2021 | 1,706 | $119.8B | 1,545,050,618 | 118 | 682 | 569 | 8.8% |
| Q1 2021 | 1,717 | $124.2B | 1,589,518,228 | 172 | 653 | 579 | 7.3% |
| Q4 2020 | 1,635 | $111.0B | 1,592,432,441 | 184 | 487 | 659 | 11.2% |
| Q3 2020 | 1,469 | $73.5B | 1,557,017,022 | 78 | 514 | 607 | 8.8% |
| Q2 2020 | 1,567 | $88.5B | 1,614,244,633 | 183 | 582 | 588 | 6.9% |
| Q1 2020 | 1,493 | $72.8B | 1,654,211,484 | 96 | 538 | 652 | 4.2% |
| Q4 2019 | 1,743 | $144.8B | 1,727,382,406 | 118 | 536 | 632 | 4.6% |
| Q3 2019 | 1,594 | $124.2B | 1,718,355,410 | 91 | 505 | 672 | 4.5% |
| Q2 2019 | 1,599 | $131.7B | 1,777,153,623 | 92 | 537 | 649 | 5.6% |
| Q1 2019 | 1,607 | $116.5B | 1,792,923,950 | 122 | 552 | 610 | 4.3% |
| Q4 2018 | 1,594 | $103.1B | 1,883,548,886 | 15 | 32 | 35 | 4.9% |