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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 10,935 | $512.7K | 0.02% | −119−1.1% | Reduced |
| North Star Investment Management Corp. | 10,951 | $513.5K | 0.04% | −273−2.4% | Reduced |
| Quadrant Capital Group LLC | 10,961 | $514.0K | 0.05% | +1,419+14.9% | Added |
| Cabot Wealth Management Inc | 10,960 | $514.0K | 0.08% | +108+1.0% | Added |
| PFG Investments, LLC | 10,979 | $514.8K | 0.11% | +10,979 | New |
| Westside Investment Management, Inc. | 10,984 | $515.0K | 0.15% | −500−4.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 10,990 | $515.3K | 0.20% | −600−5.2% | Reduced |
| NewEdge Wealth, LLC | 11,007 | $516.1K | 0.02% | +4,091+59.2% | Added |
| DMG Group, LLC | 11,053 | $516.3K | 0.52% | +1,368+14.1% | Added |
| Montecito Bank & Trust | 11,037 | $517.5K | 0.12% | −770−6.5% | Reduced |
| Greenfield Savings Bank | 11,042 | $517.8K | 0.34% | −992−8.2% | Reduced |
| Perritt Capital Management Inc | 11,042 | $517.8K | 0.29% | +140+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 11,482 | $519.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 11,082 | $519.6K | 0.01% | +1,263+12.9% | Added |
| AFS Financial Group, LLC | 11,086 | $519.8K | 0.35% | +20.0% | Added |
| Thrive Wealth Management, LLC | 11,106 | $520.8K | 0.13% | +3,506+46.1% | Added |
| AIA Group Ltd | 11,106 | $520.8K | 0.03% | −2,323−17.3% | Reduced |
| Certified Advisory Corp | 11,142 | $522.5K | 0.09% | −603−5.1% | Reduced |
| Cumberland Advisors Inc | 11,320 | $530.8K | 0.22% | −600−5.0% | Reduced |
| Fox Run Management, L.L.C. | 11,325 | $531.0K | 0.17% | +659+6.2% | Added |
| BFT Financial Group, LLC | 11,351 | $532.3K | 0.08% | +11,351 | New |
| Gladstone Institutional Advisory LLC | 11,359 | $532.6K | 0.03% | −2,766−19.6% | Reduced |
| Tradition Wealth Management, LLC | 11,432 | $536.0K | 0.07% | −1,563−12.0% | Reduced |
| Investors Research Corp | 11,491 | $538.8K | 0.14% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,680 | $541.6K | 0.25% | −305−2.5% | Reduced |
| Mutual Advisors, LLC | 11,556 | $541.8K | 0.02% | +465+4.2% | Added |
| Wolverine Asset Management LLC | 11,565 | $542.3K | 0.01% | +11,565 | New |
| Hollencrest Capital Management | 11,578 | $542.9K | 0.06% | 00.0% | Unchanged |
| Solitude Financial Services | 11,599 | $543.9K | 0.35% | +2,140+22.6% | Added |
| First PREMIER Bank | 11,627 | $546.0K | 0.16% | −262−2.2% | Reduced |
| Annandale Capital, LLC | 11,701 | $549.0K | 0.17% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 11,839 | $555.1K | 0.02% | +11,839 | New |
| Personal Cfo Solutions, LLC | 11,978 | $561.7K | 0.12% | +547+4.8% | Added |
| Johnson Investment Counsel Inc | 12,008 | $563.1K | 0.01% | +4,132+52.5% | Added |
| TCW Group Inc | 12,036 | $564.4K | 0.01% | −154,717−92.8% | Reduced |
| Circle Wealth Management, LLC | 12,055 | $565.2K | 0.08% | −31−0.3% | Reduced |
| Summit Trail Advisors, LLC | 12,113 | $568.0K | 0.02% | +3,464+40.1% | Added |
| Warren Averett Asset Management, LLC | 12,155 | $569.9K | 0.03% | +1,975+19.4% | Added |
| HAP Trading, LLC | 12,164 | $570.0K | 0.14% | −69,909−85.2% | Reduced |
| Van Leeuwen & Company, LLC | 12,173 | $570.8K | 0.38% | +187+1.6% | Added |
| Rothschild Investment Corp | 12,190 | $572.0K | 0.05% | +355+3.0% | Added |
| River Wealth Advisors LLC | 12,301 | $576.8K | 0.10% | −218−1.7% | Reduced |
| Commerzbank Aktiengesellschaft | 12,409 | $582.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,992 | $588.0K | 0.03% | +585+5.1% | Added |
| Wakefield Asset Management LLLP | 12,545 | $588.2K | 0.24% | +12,545 | New |
| BBR Partners, LLC | 12,616 | $591.6K | 0.07% | −7,454−37.1% | Reduced |
| Inceptionr LLC | 12,618 | $591.7K | 0.19% | +4,209+50.1% | Added |
| Nilsine Partners, LLC | 12,636 | $592.5K | 0.09% | +12,636 | New |
| Checchi Capital Advisers, LLC | 12,733 | $597.1K | 0.06% | +328+2.6% | Added |
| Great Lakes Retirement, Inc. | 12,736 | $597.2K | 0.11% | +275+2.2% | Added |
| Mount Vernon Associates Inc | 12,750 | $598.0K | 0.71% | −400−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 12,802 | $600.3K | 0.04% | +213+1.7% | Added |
| CWA Asset Management Group, LLC | 12,843 | $602.2K | 0.04% | +4,070+46.4% | Added |
| Ballentine Partners, LLC | 12,947 | $607.1K | 0.02% | +1,332+11.5% | Added |
| Intellectus Partners, LLC | 12,975 | $608.4K | 0.19% | +500+4.0% | Added |
| Denali Advisors LLC | 13,100 | $614.3K | 0.26% | +900+7.4% | Added |
| Tempus Wealth Planning, LLC | 13,101 | $614.3K | 0.30% | +267+2.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,119 | $615.1K | 0.03% | −2,166−14.2% | Reduced |
| Hoylecohen, LLC | 13,122 | $615.3K | 0.06% | −1,852−12.4% | Reduced |
| Cito Capital Group, LLC | 13,151 | $617.0K | 0.31% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 13,223 | $620.1K | 0.14% | +111+0.8% | Added |
| Concord Asset Management, LLC | 13,261 | $621.8K | 0.25% | +13,261 | New |
| Signature Wealth Management Partners, LLC | 13,276 | $622.5K | 0.58% | +2,532+23.6% | Added |
| Manchester Capital Management LLC | 13,286 | $623.0K | 0.08% | −876−6.2% | Reduced |
| Schnieders Capital Management LLC | 13,312 | $624.2K | 0.14% | −888−6.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,333 | $625.2K | 0.10% | +2,623+24.5% | Added |
| Keybank National Association | 13,399 | $628.3K | 0.00% | +2,483+22.7% | Added |
| Lipe & Dalton | 13,460 | $631.0K | 0.36% | −1,722−11.3% | Reduced |
| Farther Finance Advisors, LLC | 13,516 | $633.8K | 0.19% | +2,426+21.9% | Added |
| Fulton Bank, N.A. | 13,542 | $635.0K | 0.03% | +429+3.3% | Added |
| Atlas Brown,Inc. | 13,563 | $636.0K | 0.29% | +7,132+110.9% | Added |
| Ronald Blue Trust, Inc. | 14,095 | $638.0K | 0.01% | −1,013−6.7% | Reduced |
| Concord Wealth Partners | 13,680 | $641.5K | 0.18% | +5,064+58.8% | Added |
| VELA Investment Management, LLC | 13,723 | $643.5K | 0.29% | +7,950+137.7% | Added |
| Privium Fund Management B.V. | 13,732 | $643.9K | 0.22% | 00.0% | Unchanged |
| NBT Bank N A | 13,774 | $645.9K | 0.09% | −1,866−11.9% | Reduced |
| Washington Trust Bank | 13,839 | $648.9K | 0.07% | −170−1.2% | Reduced |
| Excalibur Management Corp | 13,868 | $650.3K | 0.34% | +325+2.4% | Added |
| Symmetry Partners, LLC | 13,892 | $651.0K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,946 | $653.9K | 0.02% | +3,339+31.5% | Added |
| Widmann Financial Services, Inc. | 13,961 | $654.6K | 0.66% | +1,593+12.9% | Added |
| Intrinsic Value Partners, LLC | 14,000 | $656.5K | 0.89% | −1,220−8.0% | Reduced |
| Archer Investment Corp | 13,545 | $657.4K | 0.24% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 14,101 | $661.2K | 0.25% | −668−4.5% | Reduced |
| Vise Technologies, Inc. | 14,134 | $662.8K | 0.17% | +3,231+29.6% | Added |
| Carnegie Capital Asset Management, LLC | 14,193 | $665.5K | 0.03% | −1,136−7.4% | Reduced |
| Chilton Capital Management LLC | 14,210 | $666.3K | 0.04% | −10,260−41.9% | Reduced |
| Ironwood Investment Management LLC | 14,234 | $667.4K | 0.42% | +2,250+18.8% | Added |
| Relative Value Partners Group, LLC | 14,299 | $670.5K | 0.05% | −34,862−70.9% | Reduced |
| Legacy Capital Group California, Inc. | 14,302 | $670.6K | 0.33% | +14,302 | New |
| Cape Ann Savings Bank | 14,311 | $671.0K | 0.47% | +154+1.1% | Added |
| Ausdal Financial Partners, Inc. | 14,311 | $671.0K | 0.09% | +81+0.6% | Added |
| DCM Advisors, LLC | 14,387 | $674.6K | 0.31% | −2,888−16.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,400 | $675.2K | 0.70% | +5,100+54.8% | Added |
| Stock Yards Bank & Trust Co | 14,638 | $686.0K | 0.03% | +885+6.4% | Added |
| Lincoln National Corp | 14,638 | $686.4K | 0.01% | −8,785−37.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,702 | $689.4K | 0.05% | −381−2.5% | Reduced |
| Abundance Wealth Counselors | 14,853 | $696.0K | 0.18% | −16,131−52.1% | Reduced |
| Cidel Asset Management Inc | 15,000 | $703.4K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,211 | $713.2K | 0.02% | +3,495+29.8% | Added |