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 |
|---|---|---|---|---|---|
| Integrity Financial Corp | 5,578 | $261.6K | 0.22% | +95+1.7% | Added |
| C2C Wealth Management, LLC | 5,564 | $261.1K | 0.04% | +1,144+25.9% | Added |
| David Loasby | 5,683 | $260.6K | 0.03% | +323+6.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,533 | $259.4K | 0.05% | −494−8.2% | Reduced |
| DDD Partners, LLC | 5,533 | $259.4K | 0.04% | 00.0% | Unchanged |
| Salzhauer Michael | 5,488 | $257.3K | 0.23% | +174+3.3% | Added |
| Relyea Zuckerberg Hanson LLC | 5,462 | $256.1K | 0.06% | +5,462 | New |
| Morris Retirement Advisors, LLC | 5,442 | $255.2K | 0.18% | +5,442 | New |
| Trust Co of Vermont | 5,434 | $254.8K | 0.02% | −68−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,388 | $252.6K | 0.03% | −147−2.7% | Reduced |
| Csenge Advisory Group | 5,351 | $250.9K | 0.02% | −1,084−16.8% | Reduced |
| Harbour Investments, Inc. | 5,347 | $250.7K | 0.01% | −276−4.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,343 | $250.5K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,340 | $250.4K | 0.04% | −875−14.1% | Reduced |
| Prentice Wealth Management LLC | 5,336 | $250.2K | 0.12% | −401−7.0% | Reduced |
| First National Bank of South Miami | 5,324 | $249.6K | 0.20% | +323+6.5% | Added |
| Accuvest Global Advisors | 5,305 | $249.0K | 0.11% | +5,305 | New |
| Anchor Investment Management, LLC | 5,308 | $248.9K | 0.03% | −6,886−56.5% | Reduced |
| Ignite Planners, LLC | 5,347 | $248.8K | 0.10% | +197+3.8% | Added |
| First National Bank of Omaha | 5,255 | $246.4K | 0.01% | −1,284−19.6% | Reduced |
| Mirador Capital Partners LP | 5,247 | $246.0K | 0.06% | +5,247 | New |
| Safeguard Investment Advisory Group, LLC | 5,225 | $245.0K | 0.12% | −1,060−16.9% | Reduced |
| Old North State Trust, LLC | 5,226 | $245.0K | 0.17% | +325+6.6% | Added |
| Pointe Capital Management LLC | 5,221 | $244.8K | 0.18% | −102−1.9% | Reduced |
| Hayek Kallen Investment Management | 5,213 | $244.0K | 0.11% | +11+0.2% | Added |
| Gray Wealth Management Inc. | 5,196 | $243.6K | 0.13% | +203+4.1% | Added |
| VeraBank, N.A. | 5,189 | $243.3K | 0.11% | −505−8.9% | Reduced |
| SJS Investment Consulting Inc. | 5,174 | $242.6K | 0.07% | +67+1.3% | Added |
| Orca Investment Management, LLC | 5,144 | $241.2K | 0.30% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 10,160 | $240.7K | 0.08% | +418+4.3% | Added |
| Deltec Asset Management LLC | 5,100 | $239.1K | 0.06% | −100−1.9% | Reduced |
| Alta Advisers Ltd | 5,100 | $239.1K | 0.14% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,081 | $238.2K | 0.09% | +49+1.0% | Added |
| Cohen & Steers, Inc. | 5,075 | $238.0K | 0.00% | +1,757+53.0% | Added |
| Integrated Investment Consultants, LLC | 5,075 | $237.9K | 0.07% | +5,075 | New |
| Northern Financial Advisors Inc | 5,063 | $237.4K | 0.22% | +5,063 | New |
| Summitry LLC | 5,055 | $237.0K | 0.02% | −2,183−30.2% | Reduced |
| Adell Harriman & Carpenter Inc | 5,024 | $235.6K | 0.03% | −1,985−28.3% | Reduced |
| Wealthsource Partners, LLC | 5,006 | $234.7K | 0.02% | −376−7.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $234.4K | 0.05% | 00.0% | Unchanged |
| EJF Capital LLC | 5,000 | $234.4K | 0.09% | +5,000 | New |
| XY Capital Ltd | 5,000 | $234.4K | 0.20% | +5,000 | New |
| First County Bank | 4,980 | $233.5K | 0.11% | −41−0.8% | Reduced |
| Donald L. Hagan, LLC | 4,968 | $232.9K | 0.13% | +4,968 | New |
| Sittner & Nelson, LLC | 4,909 | $230.2K | 0.13% | +262+5.6% | Added |
| Ethos Financial Group, LLC | 4,894 | $229.5K | 0.07% | 00.0% | Unchanged |
| Telemus Capital, LLC | 4,888 | $229.2K | 0.02% | +231+5.0% | Added |
| Grandview Asset Management LLC | 4,888 | $229.0K | 0.13% | −25−0.5% | Reduced |
| Stokes Family Office, LLC | 4,848 | $227.3K | 0.03% | +4,848 | New |
| Perennial Investment Advisors, LLC | 4,820 | $226.0K | 0.04% | −91−1.9% | Reduced |
| Foster & Motley Inc | 4,827 | $226.0K | 0.02% | −192−3.8% | Reduced |
| Levin Capital Strategies, L.P. | 4,815 | $225.8K | 0.03% | +4,815 | New |
| Laidlaw Wealth Management LLC | 4,770 | $223.7K | 0.05% | +4+0.1% | Added |
| Industrial Alliance Investment Management Inc. | 4,682 | $220.0K | 0.01% | +4,682 | New |
| Essex Savings Bank | 4,647 | $217.8K | 0.08% | +4,647 | New |
| NorthLanding Financial Partners, LLC | 4,639 | $217.5K | 0.15% | +4,639 | New |
| IPG Investment Advisors LLC | 4,627 | $217.0K | 0.05% | −149−3.1% | Reduced |
| Krilogy Financial LLC | 4,625 | $216.9K | 0.02% | −249−5.1% | Reduced |
| L2 Asset Management, LLC | 4,621 | $216.7K | 0.13% | +198+4.5% | Added |
| Sightline Wealth Advisors, LLC | 4,606 | $216.0K | 0.22% | −58−1.2% | Reduced |
| Evercore Wealth Management, LLC | 4,560 | $213.8K | 0.00% | +4,560 | New |
| Goldstone Financial Group, LLC | 4,552 | $213.4K | 0.07% | +4,552 | New |
| Hyman Charles D | 4,553 | $213.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,506 | $211.3K | 0.04% | +37+0.8% | Added |
| Almitas Capital LLC | 4,500 | $211.0K | 0.10% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,500 | $211.0K | 0.15% | +4,500 | New |
| Gs Investments, Inc. | 4,499 | $211.0K | 0.12% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,492 | $210.6K | 0.02% | +4,492 | New |
| Peoples Bank | 4,485 | $210.3K | 0.13% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,482 | $210.2K | 0.06% | −1,778−28.4% | Reduced |
| Allstate Corp | 4,464 | $209.3K | 0.02% | −71,536−94.1% | Reduced |
| Gilbert & Cook, Inc. | 4,433 | $207.9K | 0.04% | +4,433 | New |
| Apriem Advisors | 4,418 | $207.2K | 0.03% | −211−4.6% | Reduced |
| Good Life Advisors, LLC | 4,417 | $207.1K | 0.03% | +4,417 | New |
| Eqis Capital Management, Inc. | 4,405 | $206.5K | 0.02% | −6,667−60.2% | Reduced |
| Dakota Wealth Management | 4,403 | $206.5K | 0.01% | +4,403 | New |
| Humankind Investments LLC | 4,392 | $205.9K | 0.09% | −242−5.2% | Reduced |
| Raleigh Capital Management Inc. | 4,381 | $205.4K | 0.10% | +107+2.5% | Added |
| Allied Investment Advisors, LLC | 4,375 | $205.1K | 0.06% | +4,375 | New |
| Rosenberg Matthew Hamilton | 4,372 | $205.0K | 0.07% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,355 | $204.2K | 0.08% | −526−10.8% | Reduced |
| Leuthold Group, LLC | 4,353 | $204.1K | 0.03% | −245−5.3% | Reduced |
| Aspen Investment Management Inc | 4,361 | $204.0K | 0.13% | +4,361 | New |
| LCNB Corp | 4,335 | $203.3K | 0.09% | −200−4.4% | Reduced |
| Delta Financial Group, Inc. | 4,323 | $203.0K | 0.08% | −240−5.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,321 | $202.6K | 0.03% | −1,646−27.6% | Reduced |
| Bradley Foster & Sargent Inc | 4,307 | $201.9K | 0.00% | +4,307 | New |
| CSS LLC | 4,301 | $201.7K | 0.02% | −11,000−71.9% | Reduced |
| Stonegate Investment Group, LLC | 4,298 | $201.5K | 0.01% | −1,142−21.0% | Reduced |
| Gradient Investments LLC | 4,263 | $199.9K | 0.01% | +129+3.1% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $198.7K | 0.01% | +4,238 | New |
| Endurance Wealth Management, Inc. | 4,102 | $192.0K | 0.03% | +90+2.2% | Added |
| Roble, Belko & Company, Inc | 4,000 | $188.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,000 | $187.6K | 0.06% | −232−5.5% | Reduced |
| Atwood & Palmer Inc | 4,000 | $187.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,956 | $185.5K | 0.03% | −607−13.3% | Reduced |
| Central Trust Co | 3,893 | $182.5K | 0.01% | −402−9.4% | Reduced |
| Castleark Management LLC | 3,844 | $180.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,675 | $180.0K | 0.03% | −100−2.6% | Reduced |
| Granite FO LLC | 3,814 | $179.5K | 0.11% | +3,814 | New |