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 | 2,475 | $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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 6,087 | $285.4K | 0.01% | +118+2.0% | Added |
| Requisite Capital Management, LLC | 6,087 | $285.4K | 0.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,090 | $285.6K | 0.12% | +119+2.0% | Added |
| Marcum Wealth, LLC | 6,110 | $286.5K | 0.04% | +6,110 | New |
| Sugarloaf Wealth Management, LLC | 6,130 | $287.5K | 0.07% | +3,658+148.0% | Added |
| Richwood Investment Advisors, LLC | 6,135 | $287.7K | 0.29% | +100+1.7% | Added |
| Brandywine Oak Private Wealth LLC | 6,141 | $288.0K | 0.03% | −136−2.2% | Reduced |
| Modera Wealth Management, LLC | 6,145 | $288.1K | 0.01% | +159+2.7% | Added |
| Sargent Investment Group, LLC | 6,169 | $288.2K | 0.08% | +75+1.2% | Added |
| Pacific Center for Financial Services | 6,150 | $288.4K | 0.10% | +6,150 | New |
| Trust Co of Toledo NA | 6,168 | $289.2K | 0.05% | −205−3.2% | Reduced |
| Samalin Investment Counsel, LLC | 6,182 | $289.9K | 0.17% | −182−2.9% | Reduced |
| X-Square Capital, LLC | 6,186 | $290.0K | 0.17% | +226+3.8% | Added |
| Brighton Jones LLC | 6,216 | $291.5K | 0.02% | +1,459+30.7% | Added |
| Main Street Financial Solutions, LLC | 6,219 | $291.6K | 0.04% | −158−2.5% | Reduced |
| Cladis Investment Advisory, LLC | 6,231 | $292.2K | 0.26% | +1,500+31.7% | Added |
| Voya Financial Advisors, Inc. | 6,351 | $292.6K | 0.04% | +286+4.7% | Added |
| Continuum Advisory, LLC | 6,251 | $293.1K | 0.05% | +160+2.6% | Added |
| Ameliora Wealth Management Ltd. | 6,265 | $293.7K | 0.17% | +5,175+474.8% | Added |
| Dorchester Wealth Management Co | 6,290 | $294.9K | 0.06% | −2,400−27.6% | Reduced |
| Clear Street Markets LLC | 6,298 | $295.0K | 0.08% | −39,560−86.3% | Reduced |
| Summit Financial, LLC | 6,297 | $295.3K | 0.03% | −1,611−20.4% | Reduced |
| Fidelis Capital Partners, LLC | 6,378 | $295.4K | 0.13% | −428−6.3% | Reduced |
| Icon Wealth Partners, LLC | 6,306 | $295.7K | 0.03% | +6,306 | New |
| Carr Financial Group Corp | 6,329 | $296.8K | 0.13% | −180−2.8% | Reduced |
| Fusion Capital, LLC | 6,329 | $296.8K | 0.17% | −264−4.0% | Reduced |
| Altfest L J & Co Inc | 6,337 | $297.0K | 0.05% | +138+2.2% | Added |
| Independence Bank of Kentucky | 6,348 | $297.7K | 0.13% | −850−11.8% | Reduced |
| Jeppson Wealth Management, LLC | 6,357 | $298.1K | 0.13% | +32+0.5% | Added |
| Cowa, LLC | 6,400 | $300.1K | 0.24% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,460 | $302.9K | 0.20% | −447−6.5% | Reduced |
| Wealth Management Partners, LLC | 6,514 | $305.4K | 0.21% | +6,514 | New |
| Exencial Wealth Advisors, LLC | 6,518 | $305.6K | 0.02% | −33−0.5% | Reduced |
| Shapiro Capital Management LLC | 6,520 | $305.7K | 0.01% | −2,200−25.2% | Reduced |
| Successful Portfolios LLC | 6,528 | $306.1K | 0.19% | −42−0.6% | Reduced |
| Kathmere Capital Management, LLC | 6,540 | $306.7K | 0.05% | +6,540 | New |
| D'Orazio & Associates, Inc. | 6,567 | $307.9K | 0.08% | +6,567 | New |
| Janney Capital Management LLC | 6,591 | $309.0K | 0.02% | −4,759−41.9% | Reduced |
| Cim Investment Mangement Inc | 6,590 | $309.0K | 0.11% | −12,190−64.9% | Reduced |
| Marino, Stram & Associates LLC | 6,614 | $310.1K | 0.09% | −6−0.1% | Reduced |
| Vanguard Capital Wealth Advisors | 6,653 | $311.9K | 0.31% | −530−7.4% | Reduced |
| Seelaus Asset Management LLC | 6,256 | $313.0K | 0.24% | +6+0.1% | Added |
| Jmac Enterprises LLC | 6,712 | $314.7K | 0.08% | +1,501+28.8% | Added |
| PDS Planning, Inc | 6,719 | $315.1K | 0.04% | +6,719 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 6,731 | $315.6K | 0.11% | +6,731 | New |
| Wesbanco Bank Inc | 6,732 | $316.0K | 0.01% | −217−3.1% | Reduced |
| Cottage Street Advisors LLC | 6,754 | $316.7K | 0.25% | +6,754 | New |
| DuPont Capital Management Corp | 6,754 | $316.7K | 0.02% | +1,767+35.4% | Added |
| XML Financial, LLC | 6,813 | $319.5K | 0.04% | −179−2.6% | Reduced |
| BancorpSouth Bank | 6,861 | $321.7K | 0.03% | +6,861 | New |
| Prelude Capital Management, LLC | 6,879 | $322.6K | 0.02% | −8,214−54.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,910 | $324.0K | 0.03% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 6,911 | $324.1K | 0.10% | −60−0.9% | Reduced |
| Eads & Heald Wealth Management | 6,958 | $326.0K | 0.16% | −25−0.4% | Reduced |
| Parcion Private Wealth LLC | 6,955 | $326.1K | 0.03% | −173−2.4% | Reduced |
| Investmark Advisory Group LLC | 7,055 | $330.8K | 0.24% | +7,055 | New |
| Glen Eagle Advisors, LLC | 7,074 | $331.7K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 7,086 | $332.3K | 0.04% | −6,808−49.0% | Reduced |
| Aurora Private Wealth, Inc. | 7,098 | $333.0K | 0.35% | +29+0.4% | Added |
| Wall Street Access Asset Management, LLC | 7,122 | $334.0K | 0.22% | +10.0% | Added |
| FourThought Financial Partners, LLC | 7,170 | $336.2K | 0.05% | +7,170 | New |
| Exos TFP Holdings LLC | 7,171 | $336.2K | 0.08% | +5,094+245.3% | Added |
| Legacy Advisors, LLC | 7,178 | $336.6K | 0.06% | +7,178 | New |
| Burke & Herbert Bank & Trust Co | 7,185 | $336.9K | 0.25% | −65−0.9% | Reduced |
| Xcel Wealth Management, LLC | 7,205 | $337.9K | 0.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,216 | $338.3K | 0.07% | +132+1.9% | Added |
| Baxter Bros Inc | 7,231 | $339.1K | 0.05% | −1,211−14.3% | Reduced |
| Journey Strategic Wealth LLC | 7,243 | $339.6K | 0.04% | +2,213+44.0% | Added |
| DCF Advisers, LLC | – | $339.9K | 0.25% | – | – |
| Tocqueville Asset Management L.P. | 7,267 | $340.8K | 0.01% | +574+8.6% | Added |
| 9258 Wealth Management, LLC | 7,288 | $341.7K | 0.07% | −531−6.8% | Reduced |
| Claro Advisors LLC | 7,315 | $343.0K | 0.10% | +2,359+47.6% | Added |
| Violich Capital Management, Inc. | 7,355 | $345.0K | 0.06% | +375+5.4% | Added |
| Lakewood Asset Management LLC | 7,359 | $345.1K | 0.29% | +40+0.5% | Added |
| Calton & Associates, Inc. | 7,360 | $345.1K | 0.16% | −430−5.5% | Reduced |
| One Wealth Advisors, LLC | 7,371 | $345.6K | 0.08% | +1,966+36.4% | Added |
| Brown, Lisle/Cummings, Inc. | 7,416 | $347.7K | 0.18% | −2,350−24.1% | Reduced |
| Vicus Capital | 7,417 | $347.8K | 0.04% | −613−7.6% | Reduced |
| Zions Bancorporation, N.A. | 7,418 | $347.8K | 0.03% | −4,066−35.4% | Reduced |
| RMB Capital Management, LLC | 7,418 | $347.8K | 0.01% | +49+0.7% | Added |
| Transamerica Financial Advisors, Inc. | 7,413 | $348.0K | 0.05% | −65−0.9% | Reduced |
| Waterfront Wealth Inc. | 7,424 | $348.1K | 0.11% | −99−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 7,470 | $350.3K | 0.01% | +1,947+35.3% | Added |
| Segall Bryant & Hamill, LLC | 7,502 | $351.0K | 0.00% | −558−6.9% | Reduced |
| Capital Square, LLC | 7,656 | $351.1K | 0.32% | −3,140−29.1% | Reduced |
| Chapin Davis, Inc. | 7,511 | $352.2K | 0.18% | +617+8.9% | Added |
| Twelve Points Wealth Management LLC | 7,531 | $353.1K | 0.20% | +1,197+18.9% | Added |
| Delta Asset Management LLC | 7,548 | $353.9K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7,595 | $356.1K | 0.10% | −82−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,645 | $358.5K | 0.03% | +345+4.7% | Added |
| CVA Family Office, LLC | 7,778 | $364.7K | 0.08% | +1,339+20.8% | Added |
| BSW Wealth Partners | 7,779 | $364.8K | 0.07% | +97+1.3% | Added |
| Kovack Advisors, Inc. | 7,789 | $365.2K | 0.05% | −127−1.6% | Reduced |
| Valley Brook Capital Group | 7,793 | $365.4K | 0.34% | −750−8.8% | Reduced |
| Northwest Bancshares, Inc. | 7,834 | $367.3K | 0.07% | −1,506−16.1% | Reduced |
| Adirondack Trust Co | 7,843 | $367.7K | 0.19% | +562+7.7% | Added |
| Hancock Whitney Corp | 7,862 | $368.0K | 0.01% | −63−0.8% | Reduced |
| Nwam LLC | 7,853 | $368.2K | 0.04% | +378+5.1% | Added |
| Retirement Planning Co of New England, Inc. | 7,869 | $369.0K | 0.22% | −3,136−28.5% | Reduced |
| Navis Wealth Advisors, LLC | 7,869 | $369.0K | 0.40% | −17,374−68.8% | Reduced |