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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 7,915 | $371.4K | 0.02% | −2,666−25.2% | Reduced |
| IHT Wealth Management, LLC | 7,925 | $371.6K | 0.02% | −1,899−19.3% | Reduced |
| Applied Capital LLC | 7,944 | $372.5K | 0.37% | +7,944 | New |
| First Dallas Securities Inc. | 7,962 | $373.0K | 0.22% | −98−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $375.1K | 0.06% | 00.0% | Unchanged |
| 626 Financial, LLC | 8,052 | $377.6K | 0.25% | +1,234+18.1% | Added |
| Parkside Financial Bank & Trust | 8,073 | $378.5K | 0.10% | +315+4.1% | Added |
| Arbor Investment Advisors, LLC | 8,133 | $381.3K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,146 | $381.9K | 0.02% | −566−6.5% | Reduced |
| Garda Capital Partners LP | 8,166 | $382.9K | 0.34% | +8,166 | New |
| Dumont & Blake Investment Advisors LLC | 8,177 | $383.0K | 0.13% | +475+6.2% | Added |
| Anchor Capital Advisors LLC | 8,225 | $385.7K | 0.01% | −55−0.7% | Reduced |
| Clearstead Advisors, LLC | 8,358 | $391.9K | 0.03% | +375+4.7% | Added |
| Elmwood Wealth Management, Inc. | 8,370 | $392.5K | 0.19% | +320+4.0% | Added |
| AdvisorNet Financial, Inc | 8,398 | $393.8K | 0.04% | +1,368+19.5% | Added |
| Alterna Wealth Management, Inc | 8,409 | $394.3K | 0.49% | −873−9.4% | Reduced |
| WNY Asset Management, LLC | 8,450 | $396.2K | 0.09% | +225+2.7% | Added |
| ICA Group Wealth Management, LLC | 8,453 | $396.4K | 0.09% | +30.0% | Added |
| Virtue Capital Management, LLC | 8,466 | $396.7K | 0.06% | −90−1.1% | Reduced |
| Running Point Capital Advisors, LLC | 8,486 | $397.9K | 0.24% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 8,568 | $398.0K | 0.01% | +5,190+153.6% | Added |
| Boothbay Fund Management, LLC | 8,500 | $398.6K | 0.01% | +3,102+57.5% | Added |
| Marathon Capital Management | 8,597 | $403.1K | 0.10% | +8,597 | New |
| LVZ Advisors, Inc. | 8,614 | $403.9K | 0.06% | +2,437+39.5% | Added |
| Kistler-Tiffany Companies, LLC | 8,632 | $404.8K | 0.08% | −520−5.7% | Reduced |
| KCM Investment Advisors LLC | 8,682 | $407.1K | 0.02% | +105+1.2% | Added |
| Focus Financial Network, Inc. | 8,693 | $407.6K | 0.03% | +700+8.8% | Added |
| Waldron Private Wealth LLC | 8,708 | $408.4K | 0.02% | −544−5.9% | Reduced |
| Western Wealth Management, LLC | 8,732 | $409.4K | 0.04% | +2,768+46.4% | Added |
| Flputnam Investment Management Co | 8,742 | $409.9K | 0.01% | +1,374+18.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,750 | $410.3K | 0.24% | −500−5.4% | Reduced |
| Founders Financial Alliance, LLC | 8,662 | $410.3K | 0.20% | −934−9.7% | Reduced |
| Aspen Wealth Strategies, LLC | 8,762 | $410.9K | 0.32% | +1,097+14.3% | Added |
| Tower Bridge Advisors | 8,804 | $412.8K | 0.03% | −1,950−18.1% | Reduced |
| One River Asset Management, LLC | 8,964 | $413.0K | 0.31% | −2,576−22.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,825 | $413.8K | 0.04% | +764+9.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,831 | $414.1K | 0.13% | −54−0.6% | Reduced |
| Hexagon Capital Partners LLC | 8,891 | $416.9K | 0.12% | +1,508+20.4% | Added |
| US Asset Management LLC | 8,945 | $419.0K | 0.43% | −52−0.6% | Reduced |
| Elkhorn Partners Limited Partnership | 8,950 | $420.0K | 0.28% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,963 | $420.3K | 0.02% | −7,533−45.7% | Reduced |
| Triumph Capital Management | 8,967 | $420.5K | 0.21% | +2,143+31.4% | Added |
| NorthRock Partners, LLC | 8,987 | $421.4K | 0.04% | +1,154+14.7% | Added |
| First National Bank | 9,016 | $422.8K | 0.36% | −128−1.4% | Reduced |
| AlphaCore Capital LLC | 9,020 | $422.9K | 0.11% | −1,160−11.4% | Reduced |
| Bard Financial Services, Inc. | 9,095 | $426.5K | 0.03% | +375+4.3% | Added |
| RFG Advisory, LLC | 9,100 | $426.7K | 0.02% | +40.0% | Added |
| Brave Asset Management Inc | 9,103 | $426.8K | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,384 | $428.6K | 0.02% | +2,463+35.6% | Added |
| Silverlake Wealth Management LLC | 9,174 | $430.2K | 0.26% | +30+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 9,191 | $431.0K | 0.33% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 9,196 | $431.0K | 0.25% | +453+5.2% | Added |
| Graypoint LLC | 9,208 | $431.8K | 0.05% | +3,921+74.2% | Added |
| First City Capital Management, Inc. | 9,184 | $432.3K | 0.25% | +281+3.2% | Added |
| World Equity Group, Inc. | 9,042 | $434.7K | 0.07% | +420+4.9% | Added |
| Acorn Financial Advisory Services Inc | 9,312 | $436.6K | 0.08% | +9+0.1% | Added |
| Change Path, LLC | 9,392 | $440.0K | 0.02% | +1,966+26.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,400 | $440.8K | 0.13% | −254−2.6% | Reduced |
| Mechanics Financial Corp | 9,404 | $441.0K | 0.26% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 9,449 | $443.1K | 0.25% | +53+0.6% | Added |
| Centennial Bank | 9,499 | $445.4K | 0.29% | −3,615−27.6% | Reduced |
| CFO4Life Group, LLC | 9,582 | $449.3K | 0.10% | −536−5.3% | Reduced |
| Cornerstone Wealth Management, LLC | 9,600 | $450.1K | 0.04% | +9,600 | New |
| Basso Capital Management, L.P. | 9,650 | $452.5K | 0.44% | +4,200+77.1% | Added |
| MSH Capital Advisors LLC | 9,651 | $452.5K | 0.19% | +3,343+53.0% | Added |
| Mayflower Financial Advisors, LLC | 9,652 | $452.6K | 0.06% | +160+1.7% | Added |
| BOS Asset Management, LLC | 9,675 | $453.7K | 0.38% | +89+0.9% | Added |
| Tilt Investment Management Holdings, PBC | 10,201 | $456.8K | 0.34% | +1,313+14.8% | Added |
| Private Trust Co NA | 9,767 | $458.0K | 0.06% | +1,929+24.6% | Added |
| Fort Sheridan Advisors LLC | 9,768 | $458.0K | 0.12% | −600−5.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,838 | $461.3K | 0.09% | +5,083+106.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 9,865 | $462.6K | 0.17% | −873−8.1% | Reduced |
| Atomi Financial Group, Inc. | 9,868 | $462.7K | 0.26% | +9,868 | New |
| Cantor Fitzgerald, L. P. | 9,917 | $465.0K | 0.01% | −201,290−95.3% | Reduced |
| Epoch Investment Partners, Inc. | 9,995 | $468.7K | 0.00% | −623,654−98.4% | Reduced |
| Ascent Group, LLC | 10,010 | $469.4K | 0.05% | +930+10.2% | Added |
| Trust Co of Oklahoma | 10,027 | $470.2K | 0.18% | +78+0.8% | Added |
| Orion Capital Management LLC | 10,060 | $471.7K | 0.32% | 00.0% | Unchanged |
| Wealth Alliance | 10,085 | $472.9K | 0.08% | +2,761+37.7% | Added |
| SevenBridge Financial Group, LLC | 10,129 | $474.9K | 0.13% | −628−5.8% | Reduced |
| Bryn Mawr Trust Co | 10,155 | $476.0K | 0.02% | +26+0.3% | Added |
| MCF Advisors LLC | 10,278 | $481.9K | 0.04% | +5,538+116.8% | Added |
| Field & Main Bank | 10,327 | $484.1K | 0.29% | −1,333−11.4% | Reduced |
| Stephenson National Bank & Trust | 10,349 | $485.3K | 0.30% | +2,278+28.2% | Added |
| Lindbrook Capital, LLC | 10,365 | $486.0K | 0.06% | +312+3.1% | Added |
| Asset Dedication, LLC | 10,401 | $489.0K | 0.05% | +1,012+10.8% | Added |
| RMR Wealth Builders | 10,513 | $493.0K | 0.09% | −316−2.9% | Reduced |
| Thomas White International Ltd | 10,542 | $494.3K | 0.10% | +44+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 10,559 | $495.1K | 0.09% | −61,394−85.3% | Reduced |
| Herold Advisors, Inc. | 10,636 | $498.7K | 0.17% | +60+0.6% | Added |
| Wealth Quarterback LLC | 10,663 | $500.0K | 0.42% | +1,011+10.5% | Added |
| Marathon Trading Investment Management LLC | 10,690 | $501.3K | 0.24% | −7,840−42.3% | Reduced |
| Interchange Capital Partners, LLC | 10,828 | $504.2K | 0.28% | +5,561+105.6% | Added |
| Investors Asset Management of Georgia Inc | 10,762 | $504.6K | 0.27% | +100+0.9% | Added |
| Parallel Advisors, LLC | 10,767 | $504.9K | 0.02% | +2,386+28.5% | Added |
| Tobam | 10,771 | $505.0K | 0.03% | +732+7.3% | Added |
| Knightsbridge Asset Management, LLC | 10,796 | $506.0K | 0.09% | +109+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,822 | $507.0K | 0.02% | +5,701+111.3% | Added |
| Boston Financial Mangement LLC | 10,883 | $510.3K | 0.02% | −1,317−10.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,926 | $512.3K | 0.02% | +1,389+14.6% | Added |