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Livermore
ZHEN

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; 2,643 institutions reported holding it in 13F filings for Q2 2026, worth $187.1B in total; superinvestors Harris Associates (Oakmark) and Chou Associates hold it.

Other share classesC.PNC.PR

13F holders, Q1 2023

Institutional positions in Citigroup Inc as of Mar 31, 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
1,576
+5 vs. Q4 2022
Shares held
1.40B
−5.08M (−0.4%) vs. Q4 2022
Total value
$65.6B
+$2.20B (+3.5%) vs. Q4 2022
New holders
125
702 more added
Sold out
120
549 more reduced

34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,576 institutions
Q1 2021: 1,713 institutionsQ2 2021: 1,705 institutionsQ3 2021: 1,727 institutionsQ4 2021: 1,838 institutionsQ1 2022: 1,761 institutionsQ2 2022: 1,659 institutionsQ3 2022: 1,605 institutionsQ4 2022: 1,605 institutionsQ1 2023: 1,576 institutionsQ2 2023: 1,609 institutionsQ3 2023: 1,520 institutionsQ4 2023: 1,673 institutionsQ1 2024: 1,778 institutionsQ2 2024: 1,788 institutionsQ3 2024: 1,792 institutionsQ4 2024: 1,997 institutionsQ1 2025: 2,026 institutionsQ2 2025: 2,064 institutionsQ3 2025: 2,216 institutionsQ4 2025: 2,460 institutionsQ1 2026: 2,475 institutionsQ2 2026: 2,643 institutions
Value heldQ1 2023: $65.6B
Q1 2021: $115.1BQ2 2021: $109.2BQ3 2021: $104.8BQ4 2021: $90.0BQ1 2022: $77.4BQ2 2022: $64.4BQ3 2022: $58.4BQ4 2022: $63.4BQ1 2023: $65.6BQ2 2023: $63.7BQ3 2023: $56.0BQ4 2023: $71.0BQ1 2024: $87.6BQ2 2024: $88.5BQ3 2024: $87.9BQ4 2024: $100.1BQ1 2025: $101.9BQ2 2025: $121.9BQ3 2025: $139.9BQ4 2025: $161.6BQ1 2026: $150.5BQ2 2026: $187.1B
Institutions holding C and their total value by quarter
QuarterHoldersValue
Q2 20262,643$187.1B
Q1 20262,475$150.5B
Q4 20252,460$161.6B
Q3 20252,216$139.9B
Q2 20252,064$121.9B
Q1 20252,026$101.9B
Q4 20241,997$100.1B
Q3 20241,792$87.9B
Q2 20241,788$88.5B
Q1 20241,778$87.6B
Q4 20231,673$71.0B
Q3 20231,520$56.0B
Q2 20231,609$63.7B
Q1 20231,576$65.6B
Q4 20221,605$63.4B
Q3 20221,605$58.4B
Q2 20221,659$64.4B
Q1 20221,761$77.4B
Q4 20211,838$90.0B
Q3 20211,727$104.8B
Q2 20211,705$109.2B
Q1 20211,713$115.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2022.

Institutions holding C in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tacita Capital Inc5$00.00%00.0%Unchanged
Financial Connections Group, Inc.14$00.00%00.0%Unchanged
Summit Wealth Group, LLC114,646$20.05%+114,646New
Hallmark Capital Management Inc1$380.00%+1New
Stephens Consulting, LLC2$940.00%00.0%Unchanged
Center for Financial Planning, Inc.4$1880.00%−190−97.9%Reduced
IAG Wealth Partners, LLC4$1880.00%00.0%Unchanged
Bogart Wealth, LLC5$2340.00%−209−97.7%Reduced
HighMark Wealth Management LLC6$2630.00%00.0%Unchanged
True Wealth Design, LLC7$3290.00%+7New
Truvestments Capital LLC10$4690.00%+10New
Coastal Capital Group, Inc.12$5630.00%00.0%Unchanged
Barrett & Company, Inc.13$6180.00%+12+1,200.0%Added
Macroview Investment Management LLC15$7090.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC17$7970.00%00.0%Unchanged
Sofos Investments, Inc.47$8490.04%+2+4.4%Added
Cedar Mountain Advisors, LLC20$9380.00%00.0%Unchanged
New Millennium Group LLC21$9850.00%00.0%Unchanged
PrairieView Partners, LLC29$1.00K0.00%00.0%Unchanged
Piscataqua Savings Bank22$1.03K0.00%00.0%Unchanged
Motco22$1.03K0.00%00.0%Unchanged
USA Financial Portformulas Corp22$1.03K0.00%+22New
Altman Advisors, Inc.22,751$1.04K0.00%+8,680+61.7%Added
BBJS Financial Advisors, LLC24$1.13K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC29$1.34K0.00%−97−77.0%Reduced
Lansing Street Advisors30$1.41K0.00%00.0%Unchanged
Godsey & Gibb Associates30$1.41K0.00%+30New
Annapolis Financial Services, LLC31$1.45K0.00%−2−6.1%Reduced
Kayne Anderson Rudnick Investment Management LLC35$1.64K0.00%+35New
JDM Financial Group LLC38$1.78K0.00%00.0%Unchanged
Bellevue Asset Management, LLC40$1.89K0.00%+40New
Stone House Investment Management, LLC42$1.97K0.00%+42New
Cassady Schiller Wealth Management, LLC46$2.16K0.00%−96−67.6%Reduced
Aspire Private Capital, LLC47$2.21K0.00%00.0%Unchanged
Cornerstone Management, Inc.50$2.35K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC50$2.35K0.00%00.0%Unchanged
Red Tortoise LLC51$2.39K0.00%00.0%Unchanged
Eukles Asset Management57$2.67K0.00%00.0%Unchanged
Evermay Wealth Management LLC58$2.72K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.61$2.86K0.00%00.0%Unchanged
Ahrens Investment Partners LLC69$3.23K0.00%+69New
DB Wealth Management Group, LLC73$3.42K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC80$3.75K0.00%−30−27.3%Reduced
Hazlett, Burt & Watson, Inc.82$4.00K0.00%+1+1.2%Added
Penserra Capital Management LLC104$4.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC88$4.13K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC92$4.24K0.00%+92New
Hoertkorn Richard Charles100$4.69K0.00%00.0%Unchanged
Financial Freedom, LLC106$4.96K0.00%+1+1.0%Added
PayPay Securities Corp106$4.97K0.33%−40−27.4%Reduced
Disciplined Investments, LLC106$4.97K0.00%+49+86.0%Added
Private Ocean, LLC106$4.97K0.00%+106New
Vigilant Capital Management, LLC100$5.00K0.00%00.0%Unchanged
Retirement Group, LLC102$5.00K0.00%+75+277.8%Added
Acima Private Wealth, LLC110$5.16K0.00%00.0%Unchanged
Old Second National Bank of Aurora115$5.39K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.120$5.63K0.00%00.0%Unchanged
Cowen Prime Advisors LLC134$6.00K0.00%+99+282.9%Added
Toth Financial Advisory Corp130$6.12K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.137$6.47K0.01%+1+0.7%Added
Arcadia Investment Management Corp138$6.47K0.00%+13+10.4%Added
Kelly Financial Services LLC140$6.58K0.00%00.0%Unchanged
Wolff Wiese Magana LLC142$6.65K0.01%+25+21.4%Added
Hoese & Co LLP133$6.74K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC144$6.75K0.00%00.0%Unchanged
Arrow Financial Corp150$7.03K0.00%00.0%Unchanged
WealthPlan Investment Management, LLC158$7.41K0.00%+158New
Schubert & Co166$7.78K0.01%+58+53.7%Added
Syverson Strege & Co178$8.35K0.00%+166+1,383.3%Added
MRP Capital Investments, LLC180$8.44K0.01%00.0%Unchanged
Venturi Wealth Management, LLC185$8.66K0.00%+185New
Tanglewood Legacy Advisors, LLC185$8.68K0.01%00.0%Unchanged
Princeton Global Asset Management LLC187$8.77K0.00%00.0%Unchanged
Baldwin Brothers Inc188$8.81K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc195$9.14K0.00%00.0%Unchanged
Albion Financial Group196$9.19K0.00%00.0%Unchanged
Rise Advisors, LLC201$9.42K0.01%+2+1.0%Added
Atticus Wealth Management, LLC206$9.67K0.00%+2+1.0%Added
HHM Wealth Advisors, LLC212$9.94K0.00%−75−26.1%Reduced
Plante Moran Financial Advisors, LLC213$9.99K0.00%−155−42.1%Reduced
Capital Advisors, Ltd. LLC211$10.0K0.00%+22+11.6%Added
Valley Forge Investment Consultants Inc Adv231$10.8K0.01%−19−7.6%Reduced
Financial Synergies Wealth Advisors, Inc.234$11.0K0.00%+202+631.3%Added
Beacon Capital Management, LLC248$11.6K0.00%−1−0.4%Reduced
Capital Management Associates250$11.7K0.02%−164−39.6%Reduced
Bank of New Hampshire250$11.7K0.00%00.0%Unchanged
Milestone Investment Advisors LLC252$11.8K0.00%+252New
Abound Wealth Management253$11.8K0.01%+55+27.8%Added
American National Bank256$12.0K0.00%−57−18.2%Reduced
25 LLC260$12.1K0.01%+260New
Westchester Capital Management, Inc.273$12.8K0.00%+200+274.0%Added
NewSquare Capital LLC276$12.9K0.00%+29+11.7%Added
New England Capital Financial Advisors LLC281$13.2K0.01%−10−3.4%Reduced
Riverview Trust Co291$13.6K0.01%00.0%Unchanged
JJJ Advisors Inc.282$14.0K0.00%+114+67.9%Added
Community Bank, N.A.300$14.1K0.00%00.0%Unchanged
Antonetti Capital Management LLC300$14.1K0.02%−200−40.0%Reduced
Optimum Investment Advisors300$14.1K0.01%+150+100.0%Added
RFP Financial Group LLC316$14.8K0.02%−37−10.5%Reduced
Mine & Arao Wealth Creation & Management, LLC.322$15.1K0.01%00.0%Unchanged