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
- 1,576
- +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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,644 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 344 | $16.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 353 | $16.6K | 0.00% | +329+1,370.8% | Added |
| Laurel Wealth Advisors LLC | 363 | $17.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 392 | $18.4K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 399 | $18.7K | 0.00% | +399 | New |
| TD Ameritrade Investment Management, LLC | 397 | $19.0K | 0.00% | +49+14.1% | Added |
| AlphaMark Advisors, LLC | 400 | $19.0K | 0.01% | +400 | New |
| Bellwether Advisors, LLC | 410 | $19.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 426 | $20.0K | 0.00% | +418+5,225.0% | Added |
| Tortoise Investment Management, LLC | 431 | $20.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 432 | $20.3K | 0.00% | +432 | New |
| BerganKDV Wealth Management, LLC | 441 | $20.7K | 0.00% | +7+1.6% | Added |
| Tompkins Financial Corp | 447 | $21.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 467 | $21.0K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 450 | $21.1K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $21.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 452 | $21.2K | 0.00% | −335−42.6% | Reduced |
| Strategic Investment Solutions, Inc. | 455 | $21.4K | 0.00% | +455 | New |
| Armstrong Advisory Group, Inc | 462 | $21.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 448 | $22.5K | 0.01% | +448 | New |
| Citizens National Bank Trust Department | 490 | $23.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $23.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $23.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 505 | $23.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 506 | $24.0K | 0.01% | +500+8,333.3% | Added |
| Ten Capital Wealth Advisors, LLC | 516 | $24.2K | 0.01% | +509+7,271.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 520 | $24.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 523 | $24.5K | 0.04% | +6+1.2% | Added |
| City Holding Co | 525 | $24.6K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 537 | $25.2K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 539 | $25.3K | 0.01% | −349−39.3% | Reduced |
| South State Corp. | 543 | $25.5K | 0.00% | −82−13.1% | Reduced |
| Financial Perspectives, Inc | 546 | $25.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 558 | $26.2K | 0.02% | −100−15.2% | Reduced |
| Chesapeake Asset Management LLC | 570 | $26.7K | 0.02% | +570 | New |
| BDO Wealth Advisors, LLC | 574 | $26.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 575 | $27.0K | 0.02% | +2+0.3% | Added |
| Hall Laurie J Trustee | 570 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 582 | $27.3K | 0.02% | +6+1.0% | Added |
| Cranbrook Wealth Management, LLC | 595 | $27.9K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 605 | $28.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 607 | $28.5K | 0.00% | +11+1.8% | Added |
| Blue Bell Private Wealth Management, LLC | 618 | $29.0K | 0.01% | −250−28.8% | Reduced |
| JNBA Financial Advisors | 628 | $29.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 635 | $30.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 653 | $30.6K | 0.00% | −821−55.7% | Reduced |
| West Paces Advisors Inc. | 705 | $33.1K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 719 | $33.7K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 721 | $33.8K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $34.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 729 | $34.2K | 0.02% | +118+19.3% | Added |
| Bell Investment Advisors, Inc | 734 | $34.4K | 0.01% | +130+21.5% | Added |
| Webster Bank, N. A. | 742 | $34.8K | 0.00% | −600−44.7% | Reduced |
| Colonial Trust Advisors | 776 | $36.4K | 0.00% | −25−3.1% | Reduced |
| WR Wealth Planners, LLC | 785 | $36.8K | 0.02% | +785 | New |
| Norwood Financial Corp | 794 | $37.2K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 797 | $37.4K | 0.02% | −166−17.2% | Reduced |
| Kozak & Associates, Inc. | 817 | $38.3K | 0.02% | +17+2.1% | Added |
| Rational Advisors LLC | 828 | $38.8K | 0.00% | +38+4.8% | Added |
| Park Place Capital Corp | 848 | $39.8K | 0.01% | −245−22.4% | Reduced |
| Castleview Partners, LLC | 865 | $40.6K | 0.04% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 870 | $40.8K | 0.03% | +870 | New |
| Pacifica Partners Inc. | 895 | $40.9K | 0.02% | +100+12.6% | Added |
| Bollard Group LLC | 896 | $42.0K | 0.00% | +6+0.7% | Added |
| GHP Investment Advisors, Inc. | 897 | $42.1K | 0.00% | +101+12.7% | Added |
| Smithfield Trust Co | 915 | $43.0K | 0.00% | −344−27.3% | Reduced |
| Harvest Fund Management Co., Ltd | 908 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 918 | $43.0K | 0.01% | −50−5.2% | Reduced |
| Costello Asset Management, INC | 944 | $44.3K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 967 | $45.3K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 986 | $46.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 990 | $46.4K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 991 | $46.5K | 0.01% | +445+81.5% | Added |
| Slocum, Gordon & Co LLP | 1,000 | $46.9K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $46.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,001 | $47.0K | 0.01% | +456+83.7% | Added |
| CNB Bank | 1,031 | $48.3K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,033 | $48.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,034 | $48.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,036 | $48.6K | 0.03% | +1,036 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,043 | $49.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,098 | $51.0K | 0.02% | +4+0.4% | Added |
| Carolinas Wealth Consulting LLC | 1,094 | $51.3K | 0.01% | +6+0.6% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $52.0K | 0.03% | −10−0.9% | Reduced |
| AXS Investments LLC | 1,112 | $52.1K | 0.02% | +46+4.3% | Added |
| Studio Investment Management LLC | 1,125 | $52.8K | 0.02% | −25−2.2% | Reduced |
| Cambridge Trust Co | 1,139 | $53.4K | 0.00% | +712+166.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,161 | $54.0K | 0.02% | +1,161 | New |
| Column Capital Advisors, LLC | 1,156 | $54.2K | 0.01% | +366+46.3% | Added |
| Emfo, LLC | 1,200 | $56.3K | 0.05% | +1,200 | New |
| CoreFirst Bank & Trust | 1,241 | $58.2K | 0.04% | −2,000−61.7% | Reduced |
| Colonial Trust Co | 1,285 | $60.3K | 0.02% | −44−3.3% | Reduced |
| McIlrath & Eck, LLC | 1,314 | $61.6K | 0.01% | +900+217.4% | Added |
| Peoples Financial Services Corp. | 1,386 | $65.0K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,386 | $65.0K | 0.00% | −159,253−99.1% | Reduced |
| Avion Wealth | 1,443 | $65.0K | 0.02% | +41+2.9% | Added |
| Baystate Wealth Management LLC | 1,395 | $65.4K | 0.01% | +83+6.3% | Added |
| Core Alternative Capital | 1,397 | $65.5K | 0.01% | +712+103.9% | Added |