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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald, L. P. | 9,917 | $465.0K | 0.01% | −201,290−95.3% | Reduced |
| Atomi Financial Group, Inc. | 9,868 | $462.7K | 0.26% | +9,868 | New |
| Rosenblum Silverman Sutton S F Inc | 9,865 | $462.6K | 0.17% | −873−8.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,838 | $461.3K | 0.09% | +5,083+106.9% | Added |
| Fort Sheridan Advisors LLC | 9,768 | $458.0K | 0.12% | −600−5.8% | Reduced |
| Private Trust Co NA | 9,767 | $458.0K | 0.06% | +1,929+24.6% | Added |
| Tilt Investment Management Holdings, PBC | 10,201 | $456.8K | 0.34% | +1,313+14.8% | Added |
| BOS Asset Management, LLC | 9,675 | $453.7K | 0.38% | +89+0.9% | Added |
| Mayflower Financial Advisors, LLC | 9,652 | $452.6K | 0.06% | +160+1.7% | Added |
| MSH Capital Advisors LLC | 9,651 | $452.5K | 0.19% | +3,343+53.0% | Added |
| Basso Capital Management, L.P. | 9,650 | $452.5K | 0.44% | +4,200+77.1% | Added |
| Cornerstone Wealth Management, LLC | 9,600 | $450.1K | 0.04% | +9,600 | New |
| CFO4Life Group, LLC | 9,582 | $449.3K | 0.10% | −536−5.3% | Reduced |
| Centennial Bank | 9,499 | $445.4K | 0.29% | −3,615−27.6% | Reduced |
| Powell Investment Advisors, LLC | 9,449 | $443.1K | 0.25% | +53+0.6% | Added |
| Mechanics Financial Corp | 9,404 | $441.0K | 0.26% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 9,400 | $440.8K | 0.13% | −254−2.6% | Reduced |
| Change Path, LLC | 9,392 | $440.0K | 0.02% | +1,966+26.5% | Added |
| Acorn Financial Advisory Services Inc | 9,312 | $436.6K | 0.08% | +9+0.1% | Added |
| World Equity Group, Inc. | 9,042 | $434.7K | 0.07% | +420+4.9% | Added |
| First City Capital Management, Inc. | 9,184 | $432.3K | 0.25% | +281+3.2% | Added |
| Graypoint LLC | 9,208 | $431.8K | 0.05% | +3,921+74.2% | Added |
| Convergence Investment Partners, LLC | 9,196 | $431.0K | 0.25% | +453+5.2% | Added |
| Aft, Forsyth & Company, Inc. | 9,191 | $431.0K | 0.33% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 9,174 | $430.2K | 0.26% | +30+0.3% | Added |
| Global Retirement Partners, LLC | 9,384 | $428.6K | 0.02% | +2,463+35.6% | Added |
| Brave Asset Management Inc | 9,103 | $426.8K | 0.14% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,100 | $426.7K | 0.02% | +40.0% | Added |
| Bard Financial Services, Inc. | 9,095 | $426.5K | 0.03% | +375+4.3% | Added |
| AlphaCore Capital LLC | 9,020 | $422.9K | 0.11% | −1,160−11.4% | Reduced |
| First National Bank | 9,016 | $422.8K | 0.36% | −128−1.4% | Reduced |
| NorthRock Partners, LLC | 8,987 | $421.4K | 0.04% | +1,154+14.7% | Added |
| Triumph Capital Management | 8,967 | $420.5K | 0.21% | +2,143+31.4% | Added |
| HBK Sorce Advisory LLC | 8,963 | $420.3K | 0.02% | −7,533−45.7% | Reduced |
| Elkhorn Partners Limited Partnership | 8,950 | $420.0K | 0.28% | 00.0% | Unchanged |
| US Asset Management LLC | 8,945 | $419.0K | 0.43% | −52−0.6% | Reduced |
| Hexagon Capital Partners LLC | 8,891 | $416.9K | 0.12% | +1,508+20.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,831 | $414.1K | 0.13% | −54−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,825 | $413.8K | 0.04% | +764+9.5% | Added |
| One River Asset Management, LLC | 8,964 | $413.0K | 0.31% | −2,576−22.3% | Reduced |
| Tower Bridge Advisors | 8,804 | $412.8K | 0.03% | −1,950−18.1% | Reduced |
| Aspen Wealth Strategies, LLC | 8,762 | $410.9K | 0.32% | +1,097+14.3% | Added |
| Founders Financial Alliance, LLC | 8,662 | $410.3K | 0.20% | −934−9.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,750 | $410.3K | 0.24% | −500−5.4% | Reduced |
| Flputnam Investment Management Co | 8,742 | $409.9K | 0.01% | +1,374+18.6% | Added |
| Western Wealth Management, LLC | 8,732 | $409.4K | 0.04% | +2,768+46.4% | Added |
| Waldron Private Wealth LLC | 8,708 | $408.4K | 0.02% | −544−5.9% | Reduced |
| Focus Financial Network, Inc. | 8,693 | $407.6K | 0.03% | +700+8.8% | Added |
| KCM Investment Advisors LLC | 8,682 | $407.1K | 0.02% | +105+1.2% | Added |
| Kistler-Tiffany Companies, LLC | 8,632 | $404.8K | 0.08% | −520−5.7% | Reduced |
| LVZ Advisors, Inc. | 8,614 | $403.9K | 0.06% | +2,437+39.5% | Added |
| Marathon Capital Management | 8,597 | $403.1K | 0.10% | +8,597 | New |
| Boothbay Fund Management, LLC | 8,500 | $398.6K | 0.01% | +3,102+57.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,568 | $398.0K | 0.01% | +5,190+153.6% | Added |
| Running Point Capital Advisors, LLC | 8,486 | $397.9K | 0.24% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 8,466 | $396.7K | 0.06% | −90−1.1% | Reduced |
| ICA Group Wealth Management, LLC | 8,453 | $396.4K | 0.09% | +30.0% | Added |
| WNY Asset Management, LLC | 8,450 | $396.2K | 0.09% | +225+2.7% | Added |
| Alterna Wealth Management, Inc | 8,409 | $394.3K | 0.49% | −873−9.4% | Reduced |
| AdvisorNet Financial, Inc | 8,398 | $393.8K | 0.04% | +1,368+19.5% | Added |
| Elmwood Wealth Management, Inc. | 8,370 | $392.5K | 0.19% | +320+4.0% | Added |
| Clearstead Advisors, LLC | 8,358 | $391.9K | 0.03% | +375+4.7% | Added |
| Anchor Capital Advisors LLC | 8,225 | $385.7K | 0.01% | −55−0.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,177 | $383.0K | 0.13% | +475+6.2% | Added |
| Garda Capital Partners LP | 8,166 | $382.9K | 0.34% | +8,166 | New |
| Dynamic Advisor Solutions LLC | 8,146 | $381.9K | 0.02% | −566−6.5% | Reduced |
| Arbor Investment Advisors, LLC | 8,133 | $381.3K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8,073 | $378.5K | 0.10% | +315+4.1% | Added |
| 626 Financial, LLC | 8,052 | $377.6K | 0.25% | +1,234+18.1% | Added |
| NJ State Employees Deferred Compensation Plan | 8,000 | $375.1K | 0.06% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,962 | $373.0K | 0.22% | −98−1.2% | Reduced |
| Applied Capital LLC | 7,944 | $372.5K | 0.37% | +7,944 | New |
| IHT Wealth Management, LLC | 7,925 | $371.6K | 0.02% | −1,899−19.3% | Reduced |
| Great Valley Advisor Group, Inc. | 7,915 | $371.4K | 0.02% | −2,666−25.2% | Reduced |
| Navis Wealth Advisors, LLC | 7,869 | $369.0K | 0.40% | −17,374−68.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,869 | $369.0K | 0.22% | −3,136−28.5% | Reduced |
| Nwam LLC | 7,853 | $368.2K | 0.04% | +378+5.1% | Added |
| Hancock Whitney Corp | 7,862 | $368.0K | 0.01% | −63−0.8% | Reduced |
| Adirondack Trust Co | 7,843 | $367.7K | 0.19% | +562+7.7% | Added |
| Northwest Bancshares, Inc. | 7,834 | $367.3K | 0.07% | −1,506−16.1% | Reduced |
| Valley Brook Capital Group | 7,793 | $365.4K | 0.34% | −750−8.8% | Reduced |
| Kovack Advisors, Inc. | 7,789 | $365.2K | 0.05% | −127−1.6% | Reduced |
| BSW Wealth Partners | 7,779 | $364.8K | 0.07% | +97+1.3% | Added |
| CVA Family Office, LLC | 7,778 | $364.7K | 0.08% | +1,339+20.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,645 | $358.5K | 0.03% | +345+4.7% | Added |
| Laffer Tengler Investments | 7,595 | $356.1K | 0.10% | −82−1.1% | Reduced |
| Delta Asset Management LLC | 7,548 | $353.9K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 7,531 | $353.1K | 0.20% | +1,197+18.9% | Added |
| Chapin Davis, Inc. | 7,511 | $352.2K | 0.18% | +617+8.9% | Added |
| Capital Square, LLC | 7,656 | $351.1K | 0.32% | −3,140−29.1% | Reduced |
| Segall Bryant & Hamill, LLC | 7,502 | $351.0K | 0.00% | −558−6.9% | Reduced |
| Moneta Group Investment Advisors LLC | 7,470 | $350.3K | 0.01% | +1,947+35.3% | Added |
| Waterfront Wealth Inc. | 7,424 | $348.1K | 0.11% | −99−1.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,413 | $348.0K | 0.05% | −65−0.9% | 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 |
| Vicus Capital | 7,417 | $347.8K | 0.04% | −613−7.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,416 | $347.7K | 0.18% | −2,350−24.1% | Reduced |
| One Wealth Advisors, LLC | 7,371 | $345.6K | 0.08% | +1,966+36.4% | Added |
| Calton & Associates, Inc. | 7,360 | $345.1K | 0.16% | −430−5.5% | Reduced |