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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 15,230 | $714.1K | 0.08% | −22,632−59.8% | Reduced |
| Ardsley Advisory Partners LP | 15,200 | $714.4K | 0.16% | +15,200 | New |
| Intrust Bank NA | 15,243 | $714.7K | 0.09% | +5,555+57.3% | Added |
| Sweet Financial Partners, LLC | 15,342 | $719.4K | 0.20% | −102−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 15,350 | $719.8K | 0.28% | +499+3.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,427 | $723.4K | 0.08% | −10,000−39.3% | Reduced |
| Arete Wealth Advisors, LLC | 15,663 | $734.0K | 0.06% | +846+5.7% | Added |
| Rehmann Capital Advisory Group | 15,694 | $735.9K | 0.07% | +634+4.2% | Added |
| Eudaimonia Partners, LLC | 15,721 | $737.1K | 0.18% | +725+4.8% | Added |
| Hunter Associates Investment Management LLC | 16,080 | $751.0K | 0.16% | −2,450−13.2% | Reduced |
| Venture Visionary Partners LLC | 16,021 | $751.2K | 0.05% | −1,123−6.6% | Reduced |
| McDonald Partners LLC | 16,024 | $751.4K | 0.24% | −1,800−10.1% | Reduced |
| Griffin Asset Management, Inc. | 16,104 | $755.1K | 0.11% | +158+1.0% | Added |
| Equitable Trust Co | 16,113 | $755.5K | 0.06% | −197−1.2% | Reduced |
| Americana Partners, LLC | 16,114 | $755.6K | 0.12% | +431+2.7% | Added |
| Johnson Financial Group, Inc. | 16,129 | $756.3K | 0.05% | +7,080+78.2% | Added |
| Lake Street Advisors Group, LLC | 16,160 | $758.0K | 0.05% | +1,920+13.5% | Added |
| Sterneck Capital Management, LLC | 16,195 | $759.4K | 0.48% | −39−0.2% | Reduced |
| Two Sigma Securities, LLC | 16,351 | $766.7K | 0.06% | +4,000+32.4% | Added |
| Hilltop Holdings Inc. | 16,405 | $769.1K | 0.10% | −1,894−10.4% | Reduced |
| Acrisure Capital Management, LLC | 16,425 | $770.2K | 0.78% | +11,423+228.4% | Added |
| HCR Wealth Advisors | 16,483 | $772.9K | 0.15% | −118−0.7% | Reduced |
| Becker Capital Management Inc | 16,527 | $775.0K | 0.03% | −90,848−84.6% | Reduced |
| White Pine Capital LLC | 16,584 | $777.6K | 0.30% | +145+0.9% | Added |
| Engineers Gate Manager LP | 16,595 | $778.1K | 0.03% | +16,595 | New |
| Wedmont Private Capital | 16,790 | $781.1K | 0.10% | +9,094+118.2% | Added |
| Institute for Wealth Management, LLC. | 16,665 | $781.4K | 0.15% | −94−0.6% | Reduced |
| Essex Financial Services, Inc. | 16,683 | $782.3K | 0.08% | −1,788−9.7% | Reduced |
| Tiaa, FSB | 16,717 | $783.9K | 0.00% | −2,166−11.5% | Reduced |
| Marco Investment Management LLC | 16,749 | $785.4K | 0.09% | −1,050−5.9% | Reduced |
| Bluefin Capital Management, LLC | – | $791.2K | 0.11% | – | – |
| Clarius Group, LLC | 16,981 | $796.3K | 0.07% | +5,323+45.7% | Added |
| Integrated Advisors Network LLC | 17,100 | $801.8K | 0.05% | −83,521−83.0% | Reduced |
| Camelot Portfolios, LLC | 17,135 | $803.5K | 0.56% | +766+4.7% | Added |
| Ameritas Advisory Services, LLC | 16,612 | $803.6K | 0.04% | −2,688−13.9% | Reduced |
| Evergreen Capital Management LLC | 17,149 | $804.1K | 0.04% | +6,125+55.6% | Added |
| Coastwise Capital Group, LLC | 17,152 | $804.3K | 0.92% | +402+2.4% | Added |
| Legacy Bridge, LLC | 17,173 | $805.2K | 0.56% | −330−1.9% | Reduced |
| Spirit of America Management Corp | 17,200 | $806.5K | 0.18% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 17,226 | $807.7K | 0.08% | −12,928−42.9% | Reduced |
| Twin Focus Capital Partners, LLC | 17,350 | $813.5K | 0.16% | +8,746+101.7% | Added |
| Triangle Securities Wealth Management | 17,405 | $816.1K | 0.29% | −40−0.2% | Reduced |
| Columbia Trust Co 01012016 | 17,522 | $821.6K | 0.47% | +66+0.4% | Added |
| Coastal Investment Advisors, Inc. | 17,577 | $824.2K | 0.20% | −5,835−24.9% | Reduced |
| ExodusPoint Capital Management, LP | 17,706 | $830.0K | 0.01% | +17,706 | New |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $830.8K | 0.58% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 17,719 | $831.5K | 0.02% | +17,719 | New |
| Greytown Advisors Inc. | 17,829 | $836.0K | 0.43% | −987−5.2% | Reduced |
| Coldstream Capital Management Inc | 17,844 | $836.7K | 0.03% | +3,028+20.4% | Added |
| Algert Global LLC | 17,938 | $841.1K | 0.04% | +3,500+24.2% | Added |
| Highline Wealth Partners LLC | 18,003 | $844.2K | 0.58% | +2,343+15.0% | Added |
| MidWestOne Financial Group, Inc. | 18,067 | $847.2K | 0.19% | −1,888−9.5% | Reduced |
| Invst, LLC | 18,037 | $848.3K | 0.13% | +18,037 | New |
| FineMark National Bank & Trust | 18,180 | $852.5K | 0.04% | −4,352−19.3% | Reduced |
| Old National Bancorp | 18,190 | $852.9K | 0.03% | −568−3.0% | Reduced |
| Pinebridge Investments, L.P. | 18,249 | $855.7K | 0.01% | −161,727−89.9% | Reduced |
| Norway Savings Bank | 18,333 | $859.6K | 0.43% | −2,545−12.2% | Reduced |
| Round Hill Asset Management | 18,554 | $870.0K | 0.54% | +4,090+28.3% | Added |
| Mork Capital Management, LLC | 18,640 | $874.0K | 0.71% | 00.0% | Unchanged |
| Cooper Financial Group | 18,684 | $876.1K | 0.24% | +4,816+34.7% | Added |
| First Business Financial Services, Inc. | 19,009 | $891.3K | 0.11% | +1,158+6.5% | Added |
| Conning Inc. | 19,084 | $894.8K | 0.03% | −531−2.7% | Reduced |
| Avantax Planning Partners, Inc. | 19,129 | $896.9K | 0.04% | −29,046−60.3% | Reduced |
| Simmons Bank | 19,172 | $899.0K | 0.08% | −459−2.3% | Reduced |
| EP Wealth Advisors, LLC | 10,317 | $906.3K | 0.02% | −2,277−18.1% | Reduced |
| Secure Asset Management, LLC | 19,461 | $912.5K | 0.30% | +749+4.0% | Added |
| Transcend Wealth Collective, LLC | 19,566 | $917.5K | 0.10% | +966+5.2% | Added |
| Insigneo Advisory Services, LLC | 19,749 | $922.6K | 0.29% | +1,834+10.2% | Added |
| Carson Advisory Inc. | 19,783 | $927.6K | 0.82% | −3,620−15.5% | Reduced |
| Pflug Koory, LLC | 19,884 | $932.4K | 0.51% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 19,920 | $934.0K | 0.07% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 19,986 | $937.1K | 0.33% | +1,257+6.7% | Added |
| RVW Wealth, LLC | 20,000 | $937.8K | 0.12% | −200−1.0% | Reduced |
| CAPROCK Group, Inc. | 20,092 | $942.1K | 0.07% | +10,529+110.1% | Added |
| Somerset Trust Co | 20,136 | $944.2K | 0.41% | −3,825−16.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,173 | $946.0K | 0.30% | −57−0.3% | Reduced |
| Cresset Asset Management, LLC | 20,204 | $947.4K | 0.02% | −10,260−33.7% | Reduced |
| Berkeley Capital Partners, LLC | 20,333 | $953.4K | 0.35% | +858+4.4% | Added |
| Martin & Co Inc | 20,431 | $958.0K | 0.25% | −382−1.8% | Reduced |
| Parsons Capital Management Inc | 20,468 | $959.7K | 0.08% | +11,886+138.5% | Added |
| Icapital Wealth LLC | 20,552 | $963.7K | 0.66% | −2,565−11.1% | Reduced |
| Independent Financial Group, LLC | 20,563 | $964.2K | 0.08% | +2,552+14.2% | Added |
| Savant Capital, LLC | 20,676 | $969.5K | 0.02% | +1,505+7.9% | Added |
| XR Securities LLC | 20,705 | $970.9K | 1.37% | +11,396+122.4% | Added |
| Wealthcare Advisory Partners LLC | 20,752 | $973.1K | 0.04% | −128−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 20,768 | $973.8K | 0.05% | +180+0.9% | Added |
| Greenwood Capital Associates LLC | 20,840 | $977.2K | 0.14% | +20,840 | New |
| Desjardins Global Asset Management Inc. | 21,047 | $986.0K | 0.12% | +6,238+42.1% | Added |
| Matthew Goff Investment Advisor, LLC | 21,109 | $989.8K | 0.25% | 00.0% | Unchanged |
| Clare Market Investments LLC | 21,201 | $994.1K | 0.42% | −24,491−53.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,244 | $996.1K | 0.10% | +212+1.0% | Added |
| HBW Advisory Services LLC | 21,482 | $1.01M | 0.25% | +4,323+25.2% | Added |
| Gotham Asset Management, LLC | 21,537 | $1.01M | 0.02% | −34,670−61.7% | Reduced |
| Kingsview Wealth Management, LLC | 21,612 | $1.01M | 0.04% | −2,138−9.0% | Reduced |
| Intrua Financial, LLC | 22,551 | $1.02M | 0.21% | +2,531+12.6% | Added |
| Duff & Phelps Investment Management Co | 21,895 | $1.03M | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,960 | $1.03M | 0.14% | +5,643+34.6% | Added |
| Washington Capital Management Inc | 21,995 | $1.03M | 0.92% | −970−4.2% | Reduced |
| DoubleLine ETF Adviser LP | 22,036 | $1.03M | 0.44% | −5,318−19.4% | Reduced |
| MUFG Securities EMEA plc | 22,056 | $1.03M | 0.02% | −34,176−60.8% | Reduced |