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 |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 1,410 | $66.0K | 0.03% | −500−26.2% | Reduced |
| Register Financial Advisors LLC | 1,409 | $66.1K | 0.05% | −548−28.0% | Reduced |
| Addison Advisors LLC | 1,444 | $67.7K | 0.04% | −135−8.5% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $69.4K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,492 | $70.0K | 0.02% | +5+0.3% | Added |
| CKW Financial Group | 1,500 | $70.0K | 0.01% | −200−11.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $70.0K | 0.03% | +1,100 | New |
| Trust Co | 1,517 | $71.1K | 0.01% | +1,247+461.9% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $73.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,558 | $73.1K | 0.00% | +100+6.9% | Added |
| Rock Creek Group, LP | 1,568 | $73.5K | 0.01% | −162−9.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,576 | $73.9K | 0.04% | +208+15.2% | Added |
| Loomis Sayles & Co L P | 1,610 | $75.0K | 0.00% | −2,718−62.8% | Reduced |
| PFS Partners, LLC | 1,629 | $76.4K | 0.07% | 00.0% | Unchanged |
| First Command Bank | 1,647 | $77.2K | 0.01% | +160+10.8% | Added |
| First Command Financial Services, Inc. | 1,647 | $77.2K | 0.01% | +160+10.8% | Added |
| Fortis Advisors, LLC | 1,650 | $77.4K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,817 | $85.2K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,860 | $87.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,895 | $88.9K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,970 | $89.1K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 96,326 | $89.6K | 0.00% | +62,123+181.6% | Added |
| Mascoma Wealth Management LLC | 1,903 | $89.6K | 0.03% | +1,000+110.7% | Added |
| Y.D. More Investments Ltd | 1,923 | $90.0K | 0.02% | −80−4.0% | Reduced |
| Edge Capital Group, LLC | 1,942 | $91.1K | 0.01% | −495−20.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,955 | $91.7K | 0.07% | −1,843−48.5% | Reduced |
| Oakworth Capital, Inc. | 1,991 | $93.4K | 0.01% | −300−13.1% | Reduced |
| Union Investments & Development Ltd. | 2,000 | $93.8K | 0.05% | 00.0% | Unchanged |
| Winmill & Co. Inc | 2,000 | $93.8K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,020 | $94.7K | 0.02% | +99+5.2% | Added |
| PFG Private Wealth Management, LLC | 2,031 | $95.2K | 0.06% | −46−2.2% | Reduced |
| Banco de Sabadell, S.A | 2,179 | $101.0K | 0.08% | +940+75.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $105.3K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,266 | $106.3K | 0.01% | −4,653−67.2% | Reduced |
| Belmont Capital, LLC | 2,282 | $107.0K | 0.09% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,307 | $108.2K | 0.11% | +9+0.4% | Added |
| Acropolis Investment Management, LLC | 2,325 | $109.0K | 0.01% | +2+0.1% | Added |
| JFS Wealth Advisors, LLC | 2,336 | $109.5K | 0.01% | −187−7.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,357 | $110.5K | 0.01% | −52−2.2% | Reduced |
| Washington Trust Co | 2,358 | $110.6K | 0.00% | +125+5.6% | Added |
| Gleason Group, Inc. | 2,372 | $111.2K | 0.03% | −94−3.8% | Reduced |
| TCI Wealth Advisors, Inc. | 2,518 | $118.1K | 0.02% | +1,118+79.9% | Added |
| Itau Unibanco Holding S.A. | 2,523 | $118.3K | 0.01% | +2,523 | New |
| Glassman Wealth Services | 2,529 | $118.6K | 0.02% | +583+30.0% | Added |
| Washington Trust Advisors, Inc. | 2,625 | $123.1K | 0.01% | −124−4.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,637 | $123.6K | 0.02% | −49−1.8% | Reduced |
| Quarry LP | 2,666 | $125.0K | 0.07% | −587−18.0% | Reduced |
| West Branch Capital LLC | 2,672 | $125.3K | 0.07% | +280+11.7% | Added |
| GeoWealth Management, LLC | 2,780 | $131.0K | 0.02% | +2,780 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,878 | $134.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,884 | $135.3K | 0.01% | +753+35.3% | Added |
| Silvant Capital Management LLC | 2,906 | $136.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,944 | $138.0K | 0.03% | −364−11.0% | Reduced |
| Bartlett & Co. LLC | 2,953 | $138.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,948 | $138.0K | 0.03% | +464+18.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,953 | $138.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,982 | $139.8K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $141.0K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,089 | $144.9K | 0.00% | +521+20.3% | Added |
| Eagle Bay Advisors LLC | 3,123 | $146.5K | 0.08% | −441−12.4% | Reduced |
| Western Pacific Wealth Management, LP | 3,124 | $146.5K | 0.11% | +1,440+85.5% | Added |
| Hoey Investments, Inc | 3,125 | $146.5K | 0.06% | −425−12.0% | Reduced |
| Partners Capital Investment Group, LLP | 3,149 | $147.7K | 0.01% | −391,849−99.2% | Reduced |
| Grove Bank & Trust | 3,159 | $148.1K | 0.03% | +570+22.0% | Added |
| Baker Avenue Asset Management, LP | 3,165 | $148.4K | 0.01% | +2,609+469.2% | Added |
| Caldwell Trust Co | 3,183 | $149.3K | 0.02% | −525−14.2% | Reduced |
| Boyd Watterson Asset Management LLC | 3,265 | $153.1K | 0.06% | −250−7.1% | Reduced |
| Accel Wealth Management | 3,315 | $155.5K | 0.06% | −279−7.8% | Reduced |
| Gables Capital Management Inc. | 3,400 | $159.4K | 0.11% | −200−5.6% | Reduced |
| Key Financial Inc | 3,556 | $166.7K | 0.06% | −75−2.1% | Reduced |
| TCTC Holdings, LLC | 3,572 | $167.5K | 0.01% | +54+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,686 | $172.8K | 0.09% | +239+6.9% | Added |
| FNY Investment Advisers, LLC | 3,790 | $177.0K | 0.20% | +1,080+39.9% | Added |
| Covestor Ltd | 3,809 | $179.0K | 0.16% | −353−8.5% | Reduced |
| Granite FO LLC | 3,814 | $179.5K | 0.11% | +3,814 | New |
| Valley National Advisers Inc | 3,675 | $180.0K | 0.03% | −100−2.6% | Reduced |
| Castleark Management LLC | 3,844 | $180.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,893 | $182.5K | 0.01% | −402−9.4% | Reduced |
| Crewe Advisors LLC | 3,956 | $185.5K | 0.03% | −607−13.3% | Reduced |
| Atlantic Trust, LLC | 4,000 | $187.6K | 0.06% | −232−5.5% | Reduced |
| Atwood & Palmer Inc | 4,000 | $187.6K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $188.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,102 | $192.0K | 0.03% | +90+2.2% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $198.7K | 0.01% | +4,238 | New |
| Gradient Investments LLC | 4,263 | $199.9K | 0.01% | +129+3.1% | Added |
| Stonegate Investment Group, LLC | 4,298 | $201.5K | 0.01% | −1,142−21.0% | Reduced |
| CSS LLC | 4,301 | $201.7K | 0.02% | −11,000−71.9% | Reduced |
| Bradley Foster & Sargent Inc | 4,307 | $201.9K | 0.00% | +4,307 | New |
| Sound View Wealth Advisors Group, LLC | 4,321 | $202.6K | 0.03% | −1,646−27.6% | Reduced |
| Delta Financial Group, Inc. | 4,323 | $203.0K | 0.08% | −240−5.3% | Reduced |
| LCNB Corp | 4,335 | $203.3K | 0.09% | −200−4.4% | Reduced |
| Aspen Investment Management Inc | 4,361 | $204.0K | 0.13% | +4,361 | New |
| Leuthold Group, LLC | 4,353 | $204.1K | 0.03% | −245−5.3% | Reduced |
| Lantz Financial LLC | 4,355 | $204.2K | 0.08% | −526−10.8% | Reduced |
| Rosenberg Matthew Hamilton | 4,372 | $205.0K | 0.07% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 4,375 | $205.1K | 0.06% | +4,375 | New |
| Raleigh Capital Management Inc. | 4,381 | $205.4K | 0.10% | +107+2.5% | Added |
| Humankind Investments LLC | 4,392 | $205.9K | 0.09% | −242−5.2% | Reduced |
| Dakota Wealth Management | 4,403 | $206.5K | 0.01% | +4,403 | New |
| Eqis Capital Management, Inc. | 4,405 | $206.5K | 0.02% | −6,667−60.2% | Reduced |