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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3,809 | $179.0K | 0.16% | −353−8.5% | Reduced |
| FNY Investment Advisers, LLC | 3,790 | $177.0K | 0.20% | +1,080+39.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,686 | $172.8K | 0.09% | +239+6.9% | Added |
| TCTC Holdings, LLC | 3,572 | $167.5K | 0.01% | +54+1.5% | Added |
| Key Financial Inc | 3,556 | $166.7K | 0.06% | −75−2.1% | Reduced |
| Gables Capital Management Inc. | 3,400 | $159.4K | 0.11% | −200−5.6% | Reduced |
| Accel Wealth Management | 3,315 | $155.5K | 0.06% | −279−7.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,265 | $153.1K | 0.06% | −250−7.1% | Reduced |
| Caldwell Trust Co | 3,183 | $149.3K | 0.02% | −525−14.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,165 | $148.4K | 0.01% | +2,609+469.2% | Added |
| Grove Bank & Trust | 3,159 | $148.1K | 0.03% | +570+22.0% | Added |
| Partners Capital Investment Group, LLP | 3,149 | $147.7K | 0.01% | −391,849−99.2% | Reduced |
| Hoey Investments, Inc | 3,125 | $146.5K | 0.06% | −425−12.0% | Reduced |
| Western Pacific Wealth Management, LP | 3,124 | $146.5K | 0.11% | +1,440+85.5% | Added |
| Eagle Bay Advisors LLC | 3,123 | $146.5K | 0.08% | −441−12.4% | Reduced |
| Ancora Advisors, LLC | 3,089 | $144.9K | 0.00% | +521+20.3% | Added |
| Founders Capital Management | 3,000 | $141.0K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,982 | $139.8K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,953 | $138.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,944 | $138.0K | 0.03% | −364−11.0% | Reduced |
| Bartlett & Co. LLC | 2,953 | $138.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,948 | $138.0K | 0.03% | +464+18.7% | Added |
| Silvant Capital Management LLC | 2,906 | $136.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,884 | $135.3K | 0.01% | +753+35.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,878 | $134.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,780 | $131.0K | 0.02% | +2,780 | New |
| West Branch Capital LLC | 2,672 | $125.3K | 0.07% | +280+11.7% | Added |
| Quarry LP | 2,666 | $125.0K | 0.07% | −587−18.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,637 | $123.6K | 0.02% | −49−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,625 | $123.1K | 0.01% | −124−4.5% | Reduced |
| Glassman Wealth Services | 2,529 | $118.6K | 0.02% | +583+30.0% | Added |
| Itau Unibanco Holding S.A. | 2,523 | $118.3K | 0.01% | +2,523 | New |
| TCI Wealth Advisors, Inc. | 2,518 | $118.1K | 0.02% | +1,118+79.9% | Added |
| Gleason Group, Inc. | 2,372 | $111.2K | 0.03% | −94−3.8% | Reduced |
| Washington Trust Co | 2,358 | $110.6K | 0.00% | +125+5.6% | Added |
| SRS Capital Advisors, Inc. | 2,357 | $110.5K | 0.01% | −52−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,336 | $109.5K | 0.01% | −187−7.4% | Reduced |
| Acropolis Investment Management, LLC | 2,325 | $109.0K | 0.01% | +2+0.1% | Added |
| Clearview Wealth Advisors LLC | 2,307 | $108.2K | 0.11% | +9+0.4% | Added |
| Belmont Capital, LLC | 2,282 | $107.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,266 | $106.3K | 0.01% | −4,653−67.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $105.3K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 2,179 | $101.0K | 0.08% | +940+75.9% | Added |
| PFG Private Wealth Management, LLC | 2,031 | $95.2K | 0.06% | −46−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 2,020 | $94.7K | 0.02% | +99+5.2% | Added |
| Union Investments & Development Ltd. | 2,000 | $93.8K | 0.05% | 00.0% | Unchanged |
| Winmill & Co. Inc | 2,000 | $93.8K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,991 | $93.4K | 0.01% | −300−13.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,955 | $91.7K | 0.07% | −1,843−48.5% | Reduced |
| Edge Capital Group, LLC | 1,942 | $91.1K | 0.01% | −495−20.3% | Reduced |
| Y.D. More Investments Ltd | 1,923 | $90.0K | 0.02% | −80−4.0% | Reduced |
| Mascoma Wealth Management LLC | 1,903 | $89.6K | 0.03% | +1,000+110.7% | Added |
| Lido Advisors, LLC | 96,326 | $89.6K | 0.00% | +62,123+181.6% | Added |
| FinTrust Capital Advisors, LLC | 1,970 | $89.1K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,895 | $88.9K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,860 | $87.0K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,817 | $85.2K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,650 | $77.4K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 1,647 | $77.2K | 0.01% | +160+10.8% | Added |
| First Command Financial Services, Inc. | 1,647 | $77.2K | 0.01% | +160+10.8% | Added |
| PFS Partners, LLC | 1,629 | $76.4K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,610 | $75.0K | 0.00% | −2,718−62.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,576 | $73.9K | 0.04% | +208+15.2% | Added |
| Rock Creek Group, LP | 1,568 | $73.5K | 0.01% | −162−9.4% | Reduced |
| Montag A & Associates Inc | 1,558 | $73.1K | 0.00% | +100+6.9% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $73.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 1,517 | $71.1K | 0.01% | +1,247+461.9% | Added |
| CKW Financial Group | 1,500 | $70.0K | 0.01% | −200−11.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $70.0K | 0.03% | +1,100 | New |
| SOA Wealth Advisors, LLC. | 1,492 | $70.0K | 0.02% | +5+0.3% | Added |
| JCIC Asset Management Inc. | 1,480 | $69.4K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,444 | $67.7K | 0.04% | −135−8.5% | Reduced |
| Register Financial Advisors LLC | 1,409 | $66.1K | 0.05% | −548−28.0% | Reduced |
| Highlander Capital Management, LLC | 1,410 | $66.0K | 0.03% | −500−26.2% | Reduced |
| Core Alternative Capital | 1,397 | $65.5K | 0.01% | +712+103.9% | Added |
| Baystate Wealth Management LLC | 1,395 | $65.4K | 0.01% | +83+6.3% | Added |
| Avion Wealth | 1,443 | $65.0K | 0.02% | +41+2.9% | Added |
| Jefferies Financial Group Inc. | 1,386 | $65.0K | 0.00% | −159,253−99.1% | Reduced |
| Peoples Financial Services Corp. | 1,386 | $65.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,314 | $61.6K | 0.01% | +900+217.4% | Added |
| Colonial Trust Co | 1,285 | $60.3K | 0.02% | −44−3.3% | Reduced |
| CoreFirst Bank & Trust | 1,241 | $58.2K | 0.04% | −2,000−61.7% | Reduced |
| Emfo, LLC | 1,200 | $56.3K | 0.05% | +1,200 | New |
| Column Capital Advisors, LLC | 1,156 | $54.2K | 0.01% | +366+46.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,161 | $54.0K | 0.02% | +1,161 | New |
| Cambridge Trust Co | 1,139 | $53.4K | 0.00% | +712+166.7% | Added |
| Studio Investment Management LLC | 1,125 | $52.8K | 0.02% | −25−2.2% | Reduced |
| AXS Investments LLC | 1,112 | $52.1K | 0.02% | +46+4.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $52.0K | 0.03% | −10−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1,094 | $51.3K | 0.01% | +6+0.6% | Added |
| TSFG, LLC | 1,098 | $51.0K | 0.02% | +4+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,043 | $49.0K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,036 | $48.6K | 0.03% | +1,036 | New |
| Versant Capital Management, Inc | 1,034 | $48.5K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,033 | $48.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,031 | $48.3K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,001 | $47.0K | 0.01% | +456+83.7% | Added |
| Slocum, Gordon & Co LLP | 1,000 | $46.9K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $46.9K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 991 | $46.5K | 0.01% | +445+81.5% | Added |