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, 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
- 1,575
- +5 vs. Q4 2022
- Shares held
- 1.40B
- −5.09M (−0.4%) vs. Q4 2022
- Total value
- $65.6B
- +$2.20B (+3.5%) vs. Q4 2022
- New holders
- 125
- 701 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,644 | $187.1B |
| Q1 2026 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 33,513 | $1.57M | 1.12% | +33,513 | New |
| Regal Investment Advisors LLC | 33,560 | $1.57M | 0.14% | +5,151+18.1% | Added |
| Alpine Woods Capital Investors, LLC | 33,920 | $1.59M | 0.24% | −24,798−42.2% | Reduced |
| Compass Wealth Management LLC | 33,950 | $1.59M | 0.51% | +8,855+35.3% | Added |
| Cozad Asset Management Inc | 34,197 | $1.60M | 0.21% | −5,963−14.8% | Reduced |
| Capital Asset Advisory Services LLC | 34,210 | $1.60M | 0.12% | +4,961+17.0% | Added |
| Empowered Funds, LLC | 34,231 | $1.61M | 0.09% | +9,275+37.2% | Added |
| SYSTM Wealth Solutions LLC | 34,407 | $1.61M | 0.25% | −9,948−22.4% | Reduced |
| Bank Hapoalim BM | 34,610 | $1.62M | 0.22% | −16,430−32.2% | Reduced |
| Winch Advisory Services, LLC | 34,925 | $1.64M | 0.64% | +731+2.1% | Added |
| Game Creek Capital, LP | 35,125 | $1.65M | 1.09% | +1,625+4.9% | Added |
| Centaurus Financial, Inc. | 35,169 | $1.65M | 0.13% | +4,425+14.4% | Added |
| Veriti Management LLC | 35,573 | $1.67M | 0.20% | +8,024+29.1% | Added |
| Pathstone Family Office, LLC | 35,796 | $1.69M | 0.03% | +961+2.8% | Added |
| Armstrong Shaw Associates Inc | 36,038 | $1.69M | 1.66% | −1,160−3.1% | Reduced |
| Wintrust Investments LLC | 36,211 | $1.70M | 0.22% | +6,127+20.4% | Added |
| Tokio Marine Asset Management Co Ltd | 36,736 | $1.72M | 0.12% | +6,269+20.6% | Added |
| SOL Capital Management CO | 37,125 | $1.74M | 0.29% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 37,215 | $1.75M | 0.25% | +14,675+65.1% | Added |
| Selway Asset Management | 37,417 | $1.75M | 0.84% | −5,000−11.8% | Reduced |
| Opus Investment Management Inc | 37,500 | $1.76M | 0.64% | 00.0% | Unchanged |
| Ergoteles LLC | 37,785 | $1.77M | 0.07% | −25,031−39.8% | Reduced |
| TD Private Client Wealth LLC | 38,041 | $1.78M | 0.08% | −14,746−27.9% | Reduced |
| WFA Asset Management Corp | 38,084 | $1.79M | 1.10% | +5,441+16.7% | Added |
| Chicago Trust Co NA | 38,198 | $1.79M | 0.45% | +2,789+7.9% | Added |
| Chiron Capital Management, LLC | 38,457 | $1.80M | 1.25% | +800+2.1% | Added |
| Sumitomo Life Insurance Co | 38,729 | $1.82M | 0.15% | −286−0.7% | Reduced |
| Massachusetts Wealth Management | 38,815 | $1.82M | 1.88% | −1,000−2.5% | Reduced |
| Jones Financial Companies LLLP | 38,838 | $1.82M | 0.00% | −1,291−3.2% | Reduced |
| Diversified Trust Co | 39,019 | $1.83M | 0.07% | −2,234−5.4% | Reduced |
| Ieq Capital, LLC | 39,070 | $1.83M | 0.04% | +4,560+13.2% | Added |
| Cohen Investment Advisors LLC | 39,407 | $1.85M | 1.46% | +380+1.0% | Added |
| Quaker Capital Investments, LLC | 39,450 | $1.85M | 0.74% | 00.0% | Unchanged |
| Horizon Investments, LLC | 39,898 | $1.85M | 0.05% | +5,287+15.3% | Added |
| Bleakley Financial Group, LLC | 39,711 | $1.86M | 0.06% | −35,551−47.2% | Reduced |
| Snowden Capital Advisors LLC | 40,056 | $1.88M | 0.07% | +3,340+9.1% | Added |
| Altrafin AG | 40,200 | $1.88M | 0.93% | +8,000+24.8% | Added |
| Continental Advisors LLC | 40,782 | $1.91M | 1.76% | +14,000+52.3% | Added |
| FengHe Fund Management Pte. Ltd. | 40,800 | $1.91M | 0.43% | +40,800 | New |
| Sowell Financial Services LLC | 40,854 | $1.92M | 0.15% | −9,071−18.2% | Reduced |
| Veritable, L.P. | 40,946 | $1.92M | 0.03% | −1,283−3.0% | Reduced |
| Am Investment Strategies LLC | 27,603 | $1.92M | 0.66% | +267+1.0% | Added |
| Wharton Business Group, LLC | 41,358 | $1.94M | 0.12% | +625+1.5% | Added |
| Freestone Capital Holdings, LLC | 41,393 | $1.94M | 0.09% | −1,715−4.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 42,900 | $1.96M | 0.82% | +2,940+7.4% | Added |
| Sunbelt Securities, Inc. | 42,814 | $1.97M | 0.32% | +12,032+39.1% | Added |
| Copperwynd Financial, LLC | 42,113 | $1.97M | 1.01% | +42,113 | New |
| Maltese Capital Management LLC | 42,500 | $1.99M | 0.75% | −7,500−15.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 42,871 | $2.01M | 0.04% | +13,151+44.2% | Added |
| Shell Asset Management Co | 43,048 | $2.02M | 0.08% | −176−0.4% | Reduced |
| Green Square Capital Advisors LLC | 43,173 | $2.02M | 0.27% | +31,833+280.7% | Added |
| Apollon Wealth Management, LLC | 43,407 | $2.04M | 0.12% | +2,145+5.2% | Added |
| Legato Capital Management LLC | 44,245 | $2.07M | 0.38% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 44,375 | $2.08M | 0.00% | −543−1.2% | Reduced |
| Alberta Investment Management Corp | 44,600 | $2.09M | 0.02% | +44,600 | New |
| Columbia Asset Management | 44,741 | $2.10M | 0.48% | +855+1.9% | Added |
| Siemens Fonds Invest GmbH | 44,926 | $2.11M | 0.22% | −175−0.4% | Reduced |
| GFG Capital, LLC | 24,102 | $2.11M | 0.48% | +795+3.4% | Added |
| Longfellow Investment Management Co LLC | 45,027 | $2.11M | 0.48% | 00.0% | Unchanged |
| Balentine LLC | 45,038 | $2.11M | 0.07% | +2,447+5.7% | Added |
| Courier Capital LLC | 45,056 | $2.11M | 0.23% | +900+2.0% | Added |
| Pinkerton Retirement Specialists, LLC | 45,280 | $2.12M | 0.40% | +45,280 | New |
| Insight Advisors, LLC | 45,570 | $2.14M | 0.50% | −7,900−14.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 45,219 | $2.14M | 0.94% | −794−1.7% | Reduced |
| Vestcor Inc | 45,747 | $2.15M | 0.08% | −19,799−30.2% | Reduced |
| Manhattan West Asset Management, LLC | 45,840 | $2.15M | 0.94% | +9,348+25.6% | Added |
| Moody National Bank Trust Division | 45,896 | $2.15M | 0.18% | +505+1.1% | Added |
| Equitable Holdings, Inc. | 45,953 | $2.15M | 0.03% | +14,226+44.8% | Added |
| HM Payson & Co | 45,989 | $2.16M | 0.05% | −500−1.1% | Reduced |
| Shay Capital LLC | 46,100 | $2.16M | 0.90% | +16,100+53.7% | Added |
| Leonteq Securities AG | 46,659 | $2.19M | 0.20% | −855,956−94.8% | Reduced |
| Roanoke Asset Management Corp | 46,742 | $2.19M | 0.93% | −100.0% | Reduced |
| Focused Wealth Management, Inc | 46,941 | $2.20M | 0.45% | +3,554+8.2% | Added |
| Beach Investment Counsel Inc | 47,087 | $2.21M | 0.29% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 129,081 | $2.21M | 0.12% | +85,502+196.2% | Added |
| Lincluden Management Ltd | 47,429 | $2.22M | 0.26% | −1,007−2.1% | Reduced |
| Monticello Wealth Management, LLC | 49,173 | $2.22M | 0.24% | 00.0% | Unchanged |
| Cetera Advisors LLC | 47,851 | $2.24M | 0.04% | −6,832−12.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 48,009 | $2.25M | 0.59% | −131−0.3% | Reduced |
| Perpetual Ltd | 48,042 | $2.25M | 0.02% | +48,042 | New |
| Miracle Mile Advisors, LLC | 48,066 | $2.25M | 0.07% | −32−0.1% | Reduced |
| Wetherby Asset Management Inc | 48,391 | $2.27M | 0.13% | +7,805+19.2% | Added |
| Independent Advisor Alliance | 48,527 | $2.28M | 0.11% | −2,425−4.8% | Reduced |
| Romano Brothers and Company | 49,169 | $2.29M | 0.35% | −150−0.3% | Reduced |
| Ritholtz Wealth Management | 49,040 | $2.30M | 0.11% | +9,140+22.9% | Added |
| CIBC Private Wealth Group, LLC | 49,222 | $2.31M | 0.01% | −1,498−3.0% | Reduced |
| Toroso Investments, LLC | 49,560 | $2.32M | 0.08% | +9,117+22.5% | Added |
| Wisconsin Capital Management LLC | 49,675 | $2.33M | 1.59% | −150−0.3% | Reduced |
| Boston Private Wealth LLC | 50,026 | $2.35M | 0.03% | +2,237+4.7% | Added |
| SeaBridge Investment Advisors LLC | 50,157 | $2.35M | 0.82% | −1,249−2.4% | Reduced |
| Centiva Capital, LP | 50,294 | $2.36M | 0.13% | +48,687+3,029.7% | Added |
| Advisory Services Network, LLC | 50,320 | $2.36M | 0.07% | +4,240+9.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 50,439 | $2.37M | 0.71% | −20,631−29.0% | Reduced |
| Farmers & Merchants Investments Inc | 50,558 | $2.37M | 0.09% | +41,594+464.0% | Added |
| Regions Financial Corp | 50,685 | $2.38M | 0.02% | −988−1.9% | Reduced |
| Cary Street Partners Asset Management LLC | 50,734 | $2.38M | 0.45% | +885+1.8% | Added |
| Sawtooth Solutions, LLC | 50,770 | $2.38M | 0.06% | +28,130+124.2% | Added |
| Triasima Portfolio Management inc. | 50,950 | $2.39M | 0.20% | +50,950 | New |
| Bremer Bank National Association | 50,988 | $2.39M | 0.46% | −1,069−2.1% | Reduced |
| Bailard, Inc. | 51,241 | $2.40M | 0.09% | +70.0% | Added |