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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 51,265 | $2.40M | 0.24% | +18,454+56.2% | Added |
| Kestra Private Wealth Services, LLC | 51,563 | $2.42M | 0.10% | +8,896+20.8% | Added |
| Argent Trust Co | 51,724 | $2.43M | 0.15% | +1,817+3.6% | Added |
| Stonebridge Capital Advisors LLC | 51,728 | $2.43M | 0.28% | −382−0.7% | Reduced |
| United Services Automobile Association | 51,762 | $2.43M | 0.08% | −30,193−36.8% | Reduced |
| MSD Partners, L.P. | 52,012 | $2.44M | 0.24% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 52,293 | $2.45M | 0.21% | +5,094+10.8% | Added |
| Sandy Spring Bank | 52,428 | $2.46M | 0.14% | +2,856+5.8% | Added |
| Fiduciary Trust Co | 52,935 | $2.48M | 0.05% | −2,381−4.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 52,962 | $2.48M | 0.30% | +3,354+6.8% | Added |
| Baker Tilly Wealth Management, LLC | 52,963 | $2.48M | 0.28% | +1,682+3.3% | Added |
| Avantax Advisory Services, Inc. | 53,026 | $2.49M | 0.03% | +2,064+4.1% | Added |
| Hantz Financial Services, Inc. | 53,101 | $2.49M | 0.07% | +1,662+3.2% | Added |
| Elgethun Capital Management | 52,772 | $2.50M | 0.79% | +107+0.2% | Added |
| Poehling Capital Management, LLC | 53,792 | $2.52M | 0.85% | +178+0.3% | Added |
| Scott & Selber, Inc. | 53,807 | $2.52M | 1.07% | +126+0.2% | Added |
| Salem Investment Counselors Inc | 54,093 | $2.54M | 0.10% | −20,740−27.7% | Reduced |
| Prospera Financial Services Inc | 54,830 | $2.57M | 0.11% | +45,309+475.9% | Added |
| Clarity Wealth Advisors, LLC | 54,917 | $2.58M | 1.32% | +4,290+8.5% | Added |
| FDx Advisors, Inc. | 57,252 | $2.59M | 0.11% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 56,088 | $2.63M | 0.57% | −5,901−9.5% | Reduced |
| Empirical Finance, LLC | 56,102 | $2.63M | 0.25% | +2,329+4.3% | Added |
| Vident Investment Advisory, LLC | 56,696 | $2.66M | 0.09% | −16,180−22.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 57,042 | $2.67M | 2.14% | +80+0.1% | Added |
| Capital Markets Trading UK LLP | 57,380 | $2.69M | 5.88% | +35,472+161.9% | Added |
| Bridge Creek Capital Management LLC | 57,528 | $2.70M | 1.01% | +295+0.5% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 57,695 | $2.71M | 3.77% | 00.0% | Unchanged |
| DFPG Investments, LLC | 58,242 | $2.73M | 0.29% | +30,830+112.5% | Added |
| Baader Bank INC | 58,590 | $2.75M | 0.21% | +58,590 | New |
| ARGA Investment Management, LP | 59,444 | $2.79M | 0.10% | −8,967−13.1% | Reduced |
| Community Trust & Investment Co | 59,610 | $2.80M | 0.24% | −153,388−72.0% | Reduced |
| Capital International Sarl | 59,836 | $2.81M | 0.14% | +10,912+22.3% | Added |
| Viewpoint Capital Management LLC | 60,166 | $2.82M | 2.53% | −455−0.8% | Reduced |
| Comerica Securities,inc. | 60,575 | $2.84M | 0.21% | −1,622−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 60,865 | $2.85M | 0.12% | +5,156+9.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 60,883 | $2.85M | 0.07% | +177+0.3% | Added |
| Advisor Partners II, LLC | 61,120 | $2.87M | 0.16% | +11,509+23.2% | Added |
| Pitcairn Co | 61,321 | $2.88M | 0.26% | −13,032−17.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 61,366 | $2.88M | 0.05% | +3,931+6.8% | Added |
| Gifford Fong Associates | 61,471 | $2.88M | 0.76% | 00.0% | Unchanged |
| Advisory Resource Group | 61,531 | $2.89M | 0.81% | +2,413+4.1% | Added |
| Karpas Strategies, LLC | 61,611 | $2.89M | 1.02% | +162+0.3% | Added |
| First Interstate Bank | 61,840 | $2.90M | 0.22% | +1,755+2.9% | Added |
| Everence Capital Management Inc | 63,306 | $2.97M | 0.24% | +6,620+11.7% | Added |
| National Asset Management, Inc. | 63,680 | $2.99M | 0.08% | +1,928+3.1% | Added |
| Northeast Financial Consultants Inc | 63,880 | $3.00M | 0.19% | +696+1.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 65,147 | $3.00M | 0.07% | +48,587+293.4% | Added |
| Richard P Slaughter Associates Inc | 64,121 | $3.01M | 0.99% | −1,170−1.8% | Reduced |
| Vinva Investment Management Ltd | 65,366 | $3.01M | 0.25% | +65,366 | New |
| Palouse Capital Management, Inc. | 65,002 | $3.05M | 2.05% | −13,951−17.7% | Reduced |
| Cornercap Investment Counsel Inc | 65,009 | $3.05M | 0.54% | +3,946+6.5% | Added |
| Quantinno Capital Management LP | 65,289 | $3.06M | 0.20% | +880+1.4% | Added |
| Umb Bank N A | 65,377 | $3.07M | 0.05% | −4,897−7.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 65,439 | $3.07M | 1.27% | +495+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 65,665 | $3.08M | 0.08% | +11,358+20.9% | Added |
| Wasatch Advisors Inc | 66,382 | $3.11M | 0.02% | +15,300+30.0% | Added |
| Winton Group Ltd | 66,447 | $3.12M | 0.19% | +66,447 | New |
| U.S. Capital Wealth Advisors, LLC | 66,834 | $3.13M | 0.15% | −58,264−46.6% | Reduced |
| Raymond James Trust N.A. | 67,236 | $3.15M | 0.10% | +4,248+6.7% | Added |
| Capital International Ltd | 67,385 | $3.16M | 0.19% | +2,243+3.4% | Added |
| Altrius Capital Management Inc | 67,526 | $3.17M | 0.97% | +3,263+5.1% | Added |
| Proquility Private Wealth Partners, LLC | 67,559 | $3.17M | 1.26% | +34,304+103.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 67,688 | $3.17M | 1.14% | +125+0.2% | Added |
| Valeo Financial Advisors, LLC | 67,932 | $3.19M | 0.15% | +12,239+22.0% | Added |
| Wolverine Trading, LLC | 69,950 | $3.22M | 0.10% | −128,683−64.8% | Reduced |
| Teza Capital Management LLC | 68,889 | $3.23M | 0.70% | +21,226+44.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 68,918 | $3.23M | 0.26% | −488−0.7% | Reduced |
| King Luther Capital Management Corp | 71,042 | $3.33M | 0.02% | 00.0% | Unchanged |
| S&CO Inc | 71,428 | $3.35M | 0.28% | 00.0% | Unchanged |
| Ethic Inc. | 71,647 | $3.36M | 0.14% | +67,028+1,451.1% | Added |
| Kinneret Advisory, LLC | 72,154 | $3.38M | 0.44% | −3,876−5.1% | Reduced |
| New England Asset Management Inc | 72,250 | $3.39M | 0.50% | −90,900−55.7% | Reduced |
| Meridian Wealth Management, LLC | 72,731 | $3.41M | 0.30% | +20,726+39.9% | Added |
| Massmutual Trust Co FSB | 72,956 | $3.42M | 0.13% | +2,324+3.3% | Added |
| Wedbush Securities Inc | 73,160 | $3.43M | 0.17% | +5,313+7.8% | Added |
| Bourgeon Capital Management LLC | 73,600 | $3.45M | 0.82% | +5,400+7.9% | Added |
| Eagle Rock Investment Company, LLC | 73,774 | $3.46M | 0.79% | −17,016−18.7% | Reduced |
| Auxier Asset Management | 73,885 | $3.46M | 0.60% | −490−0.7% | Reduced |
| Metis Global Partners, LLC | 74,061 | $3.47M | 0.22% | +15,563+26.6% | Added |
| Congress Wealth Management LLC | 74,482 | $3.49M | 0.08% | +1,882+2.6% | Added |
| Sompo Asset Management Co., Ltd. | 75,160 | $3.52M | 0.74% | +23,860+46.5% | Added |
| Twin Capital Management Inc | 75,460 | $3.54M | 0.48% | −10,921−12.6% | Reduced |
| Foundations Investment Advisors, LLC | 77,285 | $3.62M | 0.13% | +20,592+36.3% | Added |
| Wealthfront Advisers LLC | 77,354 | $3.63M | 0.02% | −6,020−7.2% | Reduced |
| Bessemer Group Inc | 77,532 | $3.63M | 0.01% | −245−0.3% | Reduced |
| Waycross Partners, LLC | 77,778 | $3.65M | 1.06% | +14,287+22.5% | Added |
| MAI Capital Management | 78,418 | $3.68M | 0.06% | +10,914+16.2% | Added |
| German American Bancorp, Inc. | 78,913 | $3.70M | 0.55% | +12,930+19.6% | Added |
| Oliver Luxxe Assets LLC | 78,978 | $3.70M | 0.98% | +2,389+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 79,314 | $3.72M | 0.19% | +8,815+12.5% | Added |
| WBI Investments | 80,887 | $3.79M | 0.76% | +75,709+1,462.1% | Added |
| Westbourne Investment Advisors, Inc. | 81,721 | $3.83M | 1.85% | −1,446−1.7% | Reduced |
| GWM Advisors LLC | 82,543 | $3.84M | 0.05% | +2,479+3.1% | Added |
| Fairholme Capital Management LLC | 82,500 | $3.87M | 0.32% | −89,900−52.1% | Reduced |
| MainStreet Investment Advisors LLC | 82,740 | $3.88M | 0.43% | +1,425+1.8% | Added |
| Holocene Advisors, LP | 83,152 | $3.90M | 0.02% | −70,784−46.0% | Reduced |
| Commerce Bank | 83,166 | $3.90M | 0.03% | +1,052+1.3% | Added |
| Richard Bernstein Advisors LLC | 83,799 | $3.93M | 0.08% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 84,300 | $3.95M | 0.16% | +900+1.1% | Added |
| Eastover Investment Advisors LLC | 84,531 | $3.96M | 2.22% | +4,246+5.3% | Added |