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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 7,359 | $345.1K | 0.29% | +40+0.5% | Added |
| Violich Capital Management, Inc. | 7,355 | $345.0K | 0.06% | +375+5.4% | Added |
| Claro Advisors LLC | 7,315 | $343.0K | 0.10% | +2,359+47.6% | Added |
| 9258 Wealth Management, LLC | 7,288 | $341.7K | 0.07% | −531−6.8% | Reduced |
| Tocqueville Asset Management L.P. | 7,267 | $340.8K | 0.01% | +574+8.6% | Added |
| DCF Advisers, LLC | – | $339.9K | 0.25% | – | – |
| Journey Strategic Wealth LLC | 7,243 | $339.6K | 0.04% | +2,213+44.0% | Added |
| Baxter Bros Inc | 7,231 | $339.1K | 0.05% | −1,211−14.3% | Reduced |
| TrinityPoint Wealth, LLC | 7,216 | $338.3K | 0.07% | +132+1.9% | Added |
| Xcel Wealth Management, LLC | 7,205 | $337.9K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,185 | $336.9K | 0.25% | −65−0.9% | Reduced |
| Legacy Advisors, LLC | 7,178 | $336.6K | 0.06% | +7,178 | New |
| Exos TFP Holdings LLC | 7,171 | $336.2K | 0.08% | +5,094+245.3% | Added |
| FourThought Financial Partners, LLC | 7,170 | $336.2K | 0.05% | +7,170 | New |
| Wall Street Access Asset Management, LLC | 7,122 | $334.0K | 0.22% | +10.0% | Added |
| Aurora Private Wealth, Inc. | 7,098 | $333.0K | 0.35% | +29+0.4% | Added |
| Northern Oak Wealth Management Inc | 7,086 | $332.3K | 0.04% | −6,808−49.0% | Reduced |
| Glen Eagle Advisors, LLC | 7,074 | $331.7K | 0.08% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 7,055 | $330.8K | 0.24% | +7,055 | New |
| Parcion Private Wealth LLC | 6,955 | $326.1K | 0.03% | −173−2.4% | Reduced |
| Eads & Heald Wealth Management | 6,958 | $326.0K | 0.16% | −25−0.4% | Reduced |
| LJI Wealth Management, LLC | 6,911 | $324.1K | 0.10% | −60−0.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,910 | $324.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,879 | $322.6K | 0.02% | −8,214−54.4% | Reduced |
| BancorpSouth Bank | 6,861 | $321.7K | 0.03% | +6,861 | New |
| XML Financial, LLC | 6,813 | $319.5K | 0.04% | −179−2.6% | Reduced |
| DuPont Capital Management Corp | 6,754 | $316.7K | 0.02% | +1,767+35.4% | Added |
| Cottage Street Advisors LLC | 6,754 | $316.7K | 0.25% | +6,754 | New |
| Wesbanco Bank Inc | 6,732 | $316.0K | 0.01% | −217−3.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 6,731 | $315.6K | 0.11% | +6,731 | New |
| PDS Planning, Inc | 6,719 | $315.1K | 0.04% | +6,719 | New |
| Jmac Enterprises LLC | 6,712 | $314.7K | 0.08% | +1,501+28.8% | Added |
| Seelaus Asset Management LLC | 6,256 | $313.0K | 0.24% | +6+0.1% | Added |
| Vanguard Capital Wealth Advisors | 6,653 | $311.9K | 0.31% | −530−7.4% | Reduced |
| Marino, Stram & Associates LLC | 6,614 | $310.1K | 0.09% | −6−0.1% | Reduced |
| Cim Investment Mangement Inc | 6,590 | $309.0K | 0.11% | −12,190−64.9% | Reduced |
| Janney Capital Management LLC | 6,591 | $309.0K | 0.02% | −4,759−41.9% | Reduced |
| D'Orazio & Associates, Inc. | 6,567 | $307.9K | 0.08% | +6,567 | New |
| Kathmere Capital Management, LLC | 6,540 | $306.7K | 0.05% | +6,540 | New |
| Successful Portfolios LLC | 6,528 | $306.1K | 0.19% | −42−0.6% | Reduced |
| Shapiro Capital Management LLC | 6,520 | $305.7K | 0.01% | −2,200−25.2% | Reduced |
| Exencial Wealth Advisors, LLC | 6,518 | $305.6K | 0.02% | −33−0.5% | Reduced |
| Wealth Management Partners, LLC | 6,514 | $305.4K | 0.21% | +6,514 | New |
| Resurgent Financial Advisors LLC | 6,460 | $302.9K | 0.20% | −447−6.5% | Reduced |
| Cowa, LLC | 6,400 | $300.1K | 0.24% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,357 | $298.1K | 0.13% | +32+0.5% | Added |
| Independence Bank of Kentucky | 6,348 | $297.7K | 0.13% | −850−11.8% | Reduced |
| Altfest L J & Co Inc | 6,337 | $297.0K | 0.05% | +138+2.2% | Added |
| Fusion Capital, LLC | 6,329 | $296.8K | 0.17% | −264−4.0% | Reduced |
| Carr Financial Group Corp | 6,329 | $296.8K | 0.13% | −180−2.8% | Reduced |
| Icon Wealth Partners, LLC | 6,306 | $295.7K | 0.03% | +6,306 | New |
| Fidelis Capital Partners, LLC | 6,378 | $295.4K | 0.13% | −428−6.3% | Reduced |
| Summit Financial, LLC | 6,297 | $295.3K | 0.03% | −1,611−20.4% | Reduced |
| Clear Street Markets LLC | 6,298 | $295.0K | 0.08% | −39,560−86.3% | Reduced |
| Dorchester Wealth Management Co | 6,290 | $294.9K | 0.06% | −2,400−27.6% | Reduced |
| Ameliora Wealth Management Ltd. | 6,265 | $293.7K | 0.17% | +5,175+474.8% | Added |
| Continuum Advisory, LLC | 6,251 | $293.1K | 0.05% | +160+2.6% | Added |
| Voya Financial Advisors, Inc. | 6,351 | $292.6K | 0.04% | +286+4.7% | Added |
| Cladis Investment Advisory, LLC | 6,231 | $292.2K | 0.26% | +1,500+31.7% | Added |
| Main Street Financial Solutions, LLC | 6,219 | $291.6K | 0.04% | −158−2.5% | Reduced |
| Brighton Jones LLC | 6,216 | $291.5K | 0.02% | +1,459+30.7% | Added |
| X-Square Capital, LLC | 6,186 | $290.0K | 0.17% | +226+3.8% | Added |
| Samalin Investment Counsel, LLC | 6,182 | $289.9K | 0.17% | −182−2.9% | Reduced |
| Trust Co of Toledo NA | 6,168 | $289.2K | 0.05% | −205−3.2% | Reduced |
| Pacific Center for Financial Services | 6,150 | $288.4K | 0.10% | +6,150 | New |
| Sargent Investment Group, LLC | 6,169 | $288.2K | 0.08% | +75+1.2% | Added |
| Modera Wealth Management, LLC | 6,145 | $288.1K | 0.01% | +159+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 6,141 | $288.0K | 0.03% | −136−2.2% | Reduced |
| Richwood Investment Advisors, LLC | 6,135 | $287.7K | 0.29% | +100+1.7% | Added |
| Sugarloaf Wealth Management, LLC | 6,130 | $287.5K | 0.07% | +3,658+148.0% | Added |
| Marcum Wealth, LLC | 6,110 | $286.5K | 0.04% | +6,110 | New |
| Breakwater Capital Group | 6,090 | $285.6K | 0.12% | +119+2.0% | Added |
| Requisite Capital Management, LLC | 6,087 | $285.4K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6,087 | $285.4K | 0.01% | +118+2.0% | Added |
| Inscription Capital, LLC | 6,047 | $283.5K | 0.07% | +6,047 | New |
| Keudell/Morrison Wealth Management | 6,016 | $282.1K | 0.08% | −53−0.9% | Reduced |
| Geneos Wealth Management Inc. | 6,012 | $281.9K | 0.02% | −395−6.2% | Reduced |
| CFM Wealth Partners LLC | 5,993 | $281.0K | 0.08% | +890+17.4% | Added |
| InterOcean Capital Group, LLC | 5,982 | $280.5K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,975 | $280.2K | 0.09% | +5,975 | New |
| Callan Capital, LLC | 5,971 | $280.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,947 | $278.9K | 0.02% | +396+7.1% | Added |
| Legacy Financial Advisors, Inc. | 5,934 | $278.2K | 0.06% | +5,934 | New |
| Community Bank & Trust, Waco, Texas | 5,930 | $278.0K | 0.09% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,939 | $277.9K | 0.05% | +470+8.6% | Added |
| Koss-Olinger Consulting, LLC | 5,896 | $276.0K | 0.03% | +5,896 | New |
| Family Legacy, Inc. | 5,886 | $276.0K | 0.12% | +206+3.6% | Added |
| MV Capital Management, Inc. | 5,881 | $275.8K | 0.04% | +2,383+68.1% | Added |
| IFG Advisors, LLC | 5,813 | $272.6K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,808 | $272.3K | 0.03% | −1,396−19.4% | Reduced |
| Beta Wealth Group, Inc. | 5,800 | $272.0K | 0.16% | +500+9.4% | Added |
| Accurate Wealth Management, LLC | 5,805 | $270.1K | 0.09% | +813+16.3% | Added |
| Associated Banc-Corp | 5,743 | $269.3K | 0.01% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 6,008 | $269.0K | 0.02% | +270+4.7% | Added |
| Lewis Capital Management, LLC | 5,718 | $268.1K | 0.40% | −60−1.0% | Reduced |
| Proequities, Inc. | 5,688 | $266.7K | 0.02% | +623+12.3% | Added |
| Angeles Investment Advisors, LLC | 5,671 | $265.9K | 0.02% | +330+6.2% | Added |
| STAR Financial Bank | 5,661 | $265.4K | 0.26% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 5,643 | $264.6K | 0.20% | +1,214+27.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,623 | $263.7K | 0.16% | −144−2.5% | Reduced |