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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 4,417 | $207.1K | 0.03% | +4,417 | New |
| Apriem Advisors | 4,418 | $207.2K | 0.03% | −211−4.6% | Reduced |
| Gilbert & Cook, Inc. | 4,433 | $207.9K | 0.04% | +4,433 | New |
| Allstate Corp | 4,464 | $209.3K | 0.02% | −71,536−94.1% | Reduced |
| MONECO Advisors, LLC | 4,482 | $210.2K | 0.06% | −1,778−28.4% | Reduced |
| Peoples Bank | 4,485 | $210.3K | 0.13% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,492 | $210.6K | 0.02% | +4,492 | New |
| Gs Investments, Inc. | 4,499 | $211.0K | 0.12% | 00.0% | Unchanged |
| Almitas Capital LLC | 4,500 | $211.0K | 0.10% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,500 | $211.0K | 0.15% | +4,500 | New |
| Tarbox Family Office, Inc. | 4,506 | $211.3K | 0.04% | +37+0.8% | Added |
| Hyman Charles D | 4,553 | $213.0K | 0.01% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,552 | $213.4K | 0.07% | +4,552 | New |
| Evercore Wealth Management, LLC | 4,560 | $213.8K | 0.00% | +4,560 | New |
| Sightline Wealth Advisors, LLC | 4,606 | $216.0K | 0.22% | −58−1.2% | Reduced |
| L2 Asset Management, LLC | 4,621 | $216.7K | 0.13% | +198+4.5% | Added |
| Krilogy Financial LLC | 4,625 | $216.9K | 0.02% | −249−5.1% | Reduced |
| IPG Investment Advisors LLC | 4,627 | $217.0K | 0.05% | −149−3.1% | Reduced |
| NorthLanding Financial Partners, LLC | 4,639 | $217.5K | 0.15% | +4,639 | New |
| Essex Savings Bank | 4,647 | $217.8K | 0.08% | +4,647 | New |
| Industrial Alliance Investment Management Inc. | 4,682 | $220.0K | 0.01% | +4,682 | New |
| Laidlaw Wealth Management LLC | 4,770 | $223.7K | 0.05% | +4+0.1% | Added |
| Levin Capital Strategies, L.P. | 4,815 | $225.8K | 0.03% | +4,815 | New |
| Foster & Motley Inc | 4,827 | $226.0K | 0.02% | −192−3.8% | Reduced |
| Perennial Investment Advisors, LLC | 4,820 | $226.0K | 0.04% | −91−1.9% | Reduced |
| Stokes Family Office, LLC | 4,848 | $227.3K | 0.03% | +4,848 | New |
| Grandview Asset Management LLC | 4,888 | $229.0K | 0.13% | −25−0.5% | Reduced |
| Telemus Capital, LLC | 4,888 | $229.2K | 0.02% | +231+5.0% | Added |
| Ethos Financial Group, LLC | 4,894 | $229.5K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4,909 | $230.2K | 0.13% | +262+5.6% | Added |
| Donald L. Hagan, LLC | 4,968 | $232.9K | 0.13% | +4,968 | New |
| First County Bank | 4,980 | $233.5K | 0.11% | −41−0.8% | Reduced |
| Harbor Advisors LLC | 5,000 | $234.4K | 0.05% | 00.0% | Unchanged |
| EJF Capital LLC | 5,000 | $234.4K | 0.09% | +5,000 | New |
| XY Capital Ltd | 5,000 | $234.4K | 0.20% | +5,000 | New |
| Wealthsource Partners, LLC | 5,006 | $234.7K | 0.02% | −376−7.0% | Reduced |
| Adell Harriman & Carpenter Inc | 5,024 | $235.6K | 0.03% | −1,985−28.3% | Reduced |
| Summitry LLC | 5,055 | $237.0K | 0.02% | −2,183−30.2% | Reduced |
| Northern Financial Advisors Inc | 5,063 | $237.4K | 0.22% | +5,063 | New |
| Integrated Investment Consultants, LLC | 5,075 | $237.9K | 0.07% | +5,075 | New |
| Cohen & Steers, Inc. | 5,075 | $238.0K | 0.00% | +1,757+53.0% | Added |
| Pinnacle Bancorp, Inc. | 5,081 | $238.2K | 0.09% | +49+1.0% | Added |
| Deltec Asset Management LLC | 5,100 | $239.1K | 0.06% | −100−1.9% | Reduced |
| Alta Advisers Ltd | 5,100 | $239.1K | 0.14% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 10,160 | $240.7K | 0.08% | +418+4.3% | Added |
| Orca Investment Management, LLC | 5,144 | $241.2K | 0.30% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5,174 | $242.6K | 0.07% | +67+1.3% | Added |
| VeraBank, N.A. | 5,189 | $243.3K | 0.11% | −505−8.9% | Reduced |
| Gray Wealth Management Inc. | 5,196 | $243.6K | 0.13% | +203+4.1% | Added |
| Hayek Kallen Investment Management | 5,213 | $244.0K | 0.11% | +11+0.2% | Added |
| Pointe Capital Management LLC | 5,221 | $244.8K | 0.18% | −102−1.9% | Reduced |
| Old North State Trust, LLC | 5,226 | $245.0K | 0.17% | +325+6.6% | Added |
| Safeguard Investment Advisory Group, LLC | 5,225 | $245.0K | 0.12% | −1,060−16.9% | Reduced |
| Mirador Capital Partners LP | 5,247 | $246.0K | 0.06% | +5,247 | New |
| First National Bank of Omaha | 5,255 | $246.4K | 0.01% | −1,284−19.6% | Reduced |
| Ignite Planners, LLC | 5,347 | $248.8K | 0.10% | +197+3.8% | Added |
| Anchor Investment Management, LLC | 5,308 | $248.9K | 0.03% | −6,886−56.5% | Reduced |
| Accuvest Global Advisors | 5,305 | $249.0K | 0.11% | +5,305 | New |
| First National Bank of South Miami | 5,324 | $249.6K | 0.20% | +323+6.5% | Added |
| Prentice Wealth Management LLC | 5,336 | $250.2K | 0.12% | −401−7.0% | Reduced |
| Shepherd Financial Partners LLC | 5,340 | $250.4K | 0.04% | −875−14.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,343 | $250.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,347 | $250.7K | 0.01% | −276−4.9% | Reduced |
| Csenge Advisory Group | 5,351 | $250.9K | 0.02% | −1,084−16.8% | Reduced |
| EverSource Wealth Advisors, LLC | 5,388 | $252.6K | 0.03% | −147−2.7% | Reduced |
| Trust Co of Vermont | 5,434 | $254.8K | 0.02% | −68−1.2% | Reduced |
| Morris Retirement Advisors, LLC | 5,442 | $255.2K | 0.18% | +5,442 | New |
| Relyea Zuckerberg Hanson LLC | 5,462 | $256.1K | 0.06% | +5,462 | New |
| Salzhauer Michael | 5,488 | $257.3K | 0.23% | +174+3.3% | Added |
| DDD Partners, LLC | 5,533 | $259.4K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,533 | $259.4K | 0.05% | −494−8.2% | Reduced |
| David Loasby | 5,683 | $260.6K | 0.03% | +323+6.0% | Added |
| C2C Wealth Management, LLC | 5,564 | $261.1K | 0.04% | +1,144+25.9% | Added |
| Integrity Financial Corp | 5,578 | $261.6K | 0.22% | +95+1.7% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,623 | $263.7K | 0.16% | −144−2.5% | Reduced |
| Wallace Advisory Group, LLC | 5,643 | $264.6K | 0.20% | +1,214+27.4% | Added |
| STAR Financial Bank | 5,661 | $265.4K | 0.26% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 5,671 | $265.9K | 0.02% | +330+6.2% | Added |
| Proequities, Inc. | 5,688 | $266.7K | 0.02% | +623+12.3% | Added |
| Lewis Capital Management, LLC | 5,718 | $268.1K | 0.40% | −60−1.0% | Reduced |
| Hodges Capital Management Inc. | 6,008 | $269.0K | 0.02% | +270+4.7% | Added |
| Associated Banc-Corp | 5,743 | $269.3K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,805 | $270.1K | 0.09% | +813+16.3% | Added |
| Beta Wealth Group, Inc. | 5,800 | $272.0K | 0.16% | +500+9.4% | Added |
| Capital Investment Advisory Services, LLC | 5,808 | $272.3K | 0.03% | −1,396−19.4% | Reduced |
| IFG Advisors, LLC | 5,813 | $272.6K | 0.11% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5,881 | $275.8K | 0.04% | +2,383+68.1% | Added |
| Family Legacy, Inc. | 5,886 | $276.0K | 0.12% | +206+3.6% | Added |
| Koss-Olinger Consulting, LLC | 5,896 | $276.0K | 0.03% | +5,896 | New |
| Quent Capital, LLC | 5,939 | $277.9K | 0.05% | +470+8.6% | Added |
| Community Bank & Trust, Waco, Texas | 5,930 | $278.0K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,934 | $278.2K | 0.06% | +5,934 | New |
| Stratos Wealth Advisors, LLC | 5,947 | $278.9K | 0.02% | +396+7.1% | Added |
| Callan Capital, LLC | 5,971 | $280.0K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,975 | $280.2K | 0.09% | +5,975 | New |
| InterOcean Capital Group, LLC | 5,982 | $280.5K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 5,993 | $281.0K | 0.08% | +890+17.4% | Added |
| Geneos Wealth Management Inc. | 6,012 | $281.9K | 0.02% | −395−6.2% | Reduced |
| Keudell/Morrison Wealth Management | 6,016 | $282.1K | 0.08% | −53−0.9% | Reduced |
| Inscription Capital, LLC | 6,047 | $283.5K | 0.07% | +6,047 | New |