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 |
|---|---|---|---|---|---|
| VELA Investment Management, LLC | 13,723 | $643.5K | 0.29% | +7,950+137.7% | Added |
| Concord Wealth Partners | 13,680 | $641.5K | 0.18% | +5,064+58.8% | Added |
| Ronald Blue Trust, Inc. | 14,095 | $638.0K | 0.01% | −1,013−6.7% | Reduced |
| Atlas Brown,Inc. | 13,563 | $636.0K | 0.29% | +7,132+110.9% | Added |
| Fulton Bank, N.A. | 13,542 | $635.0K | 0.03% | +429+3.3% | Added |
| Farther Finance Advisors, LLC | 13,516 | $633.8K | 0.19% | +2,426+21.9% | Added |
| Lipe & Dalton | 13,460 | $631.0K | 0.36% | −1,722−11.3% | Reduced |
| Keybank National Association | 13,399 | $628.3K | 0.00% | +2,483+22.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,333 | $625.2K | 0.10% | +2,623+24.5% | Added |
| Schnieders Capital Management LLC | 13,312 | $624.2K | 0.14% | −888−6.3% | Reduced |
| Manchester Capital Management LLC | 13,286 | $623.0K | 0.08% | −876−6.2% | Reduced |
| Signature Wealth Management Partners, LLC | 13,276 | $622.5K | 0.58% | +2,532+23.6% | Added |
| Concord Asset Management, LLC | 13,261 | $621.8K | 0.25% | +13,261 | New |
| Gryphon Financial Partners LLC | 13,223 | $620.1K | 0.14% | +111+0.8% | Added |
| Cito Capital Group, LLC | 13,151 | $617.0K | 0.31% | 00.0% | Unchanged |
| Hoylecohen, LLC | 13,122 | $615.3K | 0.06% | −1,852−12.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,119 | $615.1K | 0.03% | −2,166−14.2% | Reduced |
| Tempus Wealth Planning, LLC | 13,101 | $614.3K | 0.30% | +267+2.1% | Added |
| Denali Advisors LLC | 13,100 | $614.3K | 0.26% | +900+7.4% | Added |
| Intellectus Partners, LLC | 12,975 | $608.4K | 0.19% | +500+4.0% | Added |
| Ballentine Partners, LLC | 12,947 | $607.1K | 0.02% | +1,332+11.5% | Added |
| CWA Asset Management Group, LLC | 12,843 | $602.2K | 0.04% | +4,070+46.4% | Added |
| J.W. Cole Advisors, Inc. | 12,802 | $600.3K | 0.04% | +213+1.7% | Added |
| Mount Vernon Associates Inc | 12,750 | $598.0K | 0.71% | −400−3.0% | Reduced |
| Great Lakes Retirement, Inc. | 12,736 | $597.2K | 0.11% | +275+2.2% | Added |
| Checchi Capital Advisers, LLC | 12,733 | $597.1K | 0.06% | +328+2.6% | Added |
| Nilsine Partners, LLC | 12,636 | $592.5K | 0.09% | +12,636 | New |
| Inceptionr LLC | 12,618 | $591.7K | 0.19% | +4,209+50.1% | Added |
| BBR Partners, LLC | 12,616 | $591.6K | 0.07% | −7,454−37.1% | Reduced |
| Wakefield Asset Management LLLP | 12,545 | $588.2K | 0.24% | +12,545 | New |
| Chicago Partners Investment Group LLC | 11,992 | $588.0K | 0.03% | +585+5.1% | Added |
| Commerzbank Aktiengesellschaft | 12,409 | $582.0K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 12,301 | $576.8K | 0.10% | −218−1.7% | Reduced |
| Rothschild Investment Corp | 12,190 | $572.0K | 0.05% | +355+3.0% | Added |
| Van Leeuwen & Company, LLC | 12,173 | $570.8K | 0.38% | +187+1.6% | Added |
| HAP Trading, LLC | 12,164 | $570.0K | 0.14% | −69,909−85.2% | Reduced |
| Warren Averett Asset Management, LLC | 12,155 | $569.9K | 0.03% | +1,975+19.4% | Added |
| Summit Trail Advisors, LLC | 12,113 | $568.0K | 0.02% | +3,464+40.1% | Added |
| Circle Wealth Management, LLC | 12,055 | $565.2K | 0.08% | −31−0.3% | Reduced |
| TCW Group Inc | 12,036 | $564.4K | 0.01% | −154,717−92.8% | Reduced |
| Johnson Investment Counsel Inc | 12,008 | $563.1K | 0.01% | +4,132+52.5% | Added |
| Personal Cfo Solutions, LLC | 11,978 | $561.7K | 0.12% | +547+4.8% | Added |
| Mill Creek Capital Advisors, LLC | 11,839 | $555.1K | 0.02% | +11,839 | New |
| Annandale Capital, LLC | 11,701 | $549.0K | 0.17% | 00.0% | Unchanged |
| First PREMIER Bank | 11,627 | $546.0K | 0.16% | −262−2.2% | Reduced |
| Solitude Financial Services | 11,599 | $543.9K | 0.35% | +2,140+22.6% | Added |
| Hollencrest Capital Management | 11,578 | $542.9K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,565 | $542.3K | 0.01% | +11,565 | New |
| Mutual Advisors, LLC | 11,556 | $541.8K | 0.02% | +465+4.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,680 | $541.6K | 0.25% | −305−2.5% | Reduced |
| Investors Research Corp | 11,491 | $538.8K | 0.14% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,432 | $536.0K | 0.07% | −1,563−12.0% | Reduced |
| Gladstone Institutional Advisory LLC | 11,359 | $532.6K | 0.03% | −2,766−19.6% | Reduced |
| BFT Financial Group, LLC | 11,351 | $532.3K | 0.08% | +11,351 | New |
| Fox Run Management, L.L.C. | 11,325 | $531.0K | 0.17% | +659+6.2% | Added |
| Cumberland Advisors Inc | 11,320 | $530.8K | 0.22% | −600−5.0% | Reduced |
| Certified Advisory Corp | 11,142 | $522.5K | 0.09% | −603−5.1% | Reduced |
| AIA Group Ltd | 11,106 | $520.8K | 0.03% | −2,323−17.3% | Reduced |
| Thrive Wealth Management, LLC | 11,106 | $520.8K | 0.13% | +3,506+46.1% | Added |
| AFS Financial Group, LLC | 11,086 | $519.8K | 0.35% | +20.0% | Added |
| Allworth Financial LP | 11,082 | $519.6K | 0.01% | +1,263+12.9% | Added |
| Buckingham Strategic Wealth, LLC | 11,482 | $519.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Montecito Bank & Trust | 11,037 | $517.5K | 0.12% | −770−6.5% | Reduced |
| DMG Group, LLC | 11,053 | $516.3K | 0.52% | +1,368+14.1% | Added |
| NewEdge Wealth, LLC | 11,007 | $516.1K | 0.02% | +4,091+59.2% | Added |
| Oak Hill Wealth Advisors, LLC | 10,990 | $515.3K | 0.20% | −600−5.2% | Reduced |
| Westside Investment Management, Inc. | 10,984 | $515.0K | 0.15% | −500−4.4% | Reduced |
| PFG Investments, LLC | 10,979 | $514.8K | 0.11% | +10,979 | New |
| Cabot Wealth Management Inc | 10,960 | $514.0K | 0.08% | +108+1.0% | Added |
| Quadrant Capital Group LLC | 10,961 | $514.0K | 0.05% | +1,419+14.9% | Added |
| North Star Investment Management Corp. | 10,951 | $513.5K | 0.04% | −273−2.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,935 | $512.7K | 0.02% | −119−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,926 | $512.3K | 0.02% | +1,389+14.6% | Added |
| Boston Financial Mangement LLC | 10,883 | $510.3K | 0.02% | −1,317−10.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,822 | $507.0K | 0.02% | +5,701+111.3% | Added |
| Knightsbridge Asset Management, LLC | 10,796 | $506.0K | 0.09% | +109+1.0% | Added |
| Tobam | 10,771 | $505.0K | 0.03% | +732+7.3% | Added |
| Parallel Advisors, LLC | 10,767 | $504.9K | 0.02% | +2,386+28.5% | Added |
| Investors Asset Management of Georgia Inc | 10,762 | $504.6K | 0.27% | +100+0.9% | Added |
| Interchange Capital Partners, LLC | 10,828 | $504.2K | 0.28% | +5,561+105.6% | Added |
| Marathon Trading Investment Management LLC | 10,690 | $501.3K | 0.24% | −7,840−42.3% | Reduced |
| Wealth Quarterback LLC | 10,663 | $500.0K | 0.42% | +1,011+10.5% | Added |
| Herold Advisors, Inc. | 10,636 | $498.7K | 0.17% | +60+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 10,559 | $495.1K | 0.09% | −61,394−85.3% | Reduced |
| Thomas White International Ltd | 10,542 | $494.3K | 0.10% | +44+0.4% | Added |
| RMR Wealth Builders | 10,513 | $493.0K | 0.09% | −316−2.9% | Reduced |
| Asset Dedication, LLC | 10,401 | $489.0K | 0.05% | +1,012+10.8% | Added |
| Lindbrook Capital, LLC | 10,365 | $486.0K | 0.06% | +312+3.1% | Added |
| Stephenson National Bank & Trust | 10,349 | $485.3K | 0.30% | +2,278+28.2% | Added |
| Field & Main Bank | 10,327 | $484.1K | 0.29% | −1,333−11.4% | Reduced |
| MCF Advisors LLC | 10,278 | $481.9K | 0.04% | +5,538+116.8% | Added |
| Bryn Mawr Trust Co | 10,155 | $476.0K | 0.02% | +26+0.3% | Added |
| SevenBridge Financial Group, LLC | 10,129 | $474.9K | 0.13% | −628−5.8% | Reduced |
| Wealth Alliance | 10,085 | $472.9K | 0.08% | +2,761+37.7% | Added |
| Orion Capital Management LLC | 10,060 | $471.7K | 0.32% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 10,027 | $470.2K | 0.18% | +78+0.8% | Added |
| Ascent Group, LLC | 10,010 | $469.4K | 0.05% | +930+10.2% | Added |
| Epoch Investment Partners, Inc. | 9,995 | $468.7K | 0.00% | −623,654−98.4% | Reduced |