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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 990 | $46.4K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 986 | $46.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 967 | $45.3K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 944 | $44.3K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 918 | $43.0K | 0.01% | −50−5.2% | Reduced |
| Smithfield Trust Co | 915 | $43.0K | 0.00% | −344−27.3% | Reduced |
| Harvest Fund Management Co., Ltd | 908 | $43.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 897 | $42.1K | 0.00% | +101+12.7% | Added |
| Bollard Group LLC | 896 | $42.0K | 0.00% | +6+0.7% | Added |
| Pacifica Partners Inc. | 895 | $40.9K | 0.02% | +100+12.6% | Added |
| Brown Shipley& Co Ltd | 870 | $40.8K | 0.03% | +870 | New |
| Castleview Partners, LLC | 865 | $40.6K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 848 | $39.8K | 0.01% | −245−22.4% | Reduced |
| Rational Advisors LLC | 828 | $38.8K | 0.00% | +38+4.8% | Added |
| Kozak & Associates, Inc. | 817 | $38.3K | 0.02% | +17+2.1% | Added |
| Horan Securities, Inc. | 797 | $37.4K | 0.02% | −166−17.2% | Reduced |
| Norwood Financial Corp | 794 | $37.2K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 785 | $36.8K | 0.02% | +785 | New |
| Colonial Trust Advisors | 776 | $36.4K | 0.00% | −25−3.1% | Reduced |
| Webster Bank, N. A. | 742 | $34.8K | 0.00% | −600−44.7% | Reduced |
| Bell Investment Advisors, Inc | 734 | $34.4K | 0.01% | +130+21.5% | Added |
| Sutton Wealth Advisors Inc. | 729 | $34.2K | 0.02% | +118+19.3% | Added |
| Dividend Assets Capital, LLC | 745 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 721 | $33.8K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 719 | $33.7K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 705 | $33.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 653 | $30.6K | 0.00% | −821−55.7% | Reduced |
| Front Row Advisors LLC | 635 | $30.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 628 | $29.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 618 | $29.0K | 0.01% | −250−28.8% | Reduced |
| Lee Financial Co | 607 | $28.5K | 0.00% | +11+1.8% | Added |
| First Community Trust NA | 605 | $28.4K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $27.9K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 582 | $27.3K | 0.02% | +6+1.0% | Added |
| Hall Laurie J Trustee | 570 | $27.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 575 | $27.0K | 0.02% | +2+0.3% | Added |
| BDO Wealth Advisors, LLC | 574 | $26.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 570 | $26.7K | 0.02% | +570 | New |
| S.A. Mason LLC | 558 | $26.2K | 0.02% | −100−15.2% | Reduced |
| Financial Perspectives, Inc | 546 | $25.6K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 543 | $25.5K | 0.00% | −82−13.1% | Reduced |
| Pathway Financial Advisers, LLC | 539 | $25.3K | 0.01% | −349−39.3% | Reduced |
| Horizons Wealth Management | 537 | $25.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 525 | $24.6K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 523 | $24.5K | 0.04% | +6+1.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 520 | $24.4K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 516 | $24.2K | 0.01% | +509+7,271.4% | Added |
| Centerpoint Advisors, LLC | 506 | $24.0K | 0.01% | +500+8,333.3% | Added |
| First Financial Corp | 505 | $23.7K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $23.4K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $23.3K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 490 | $23.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 448 | $22.5K | 0.01% | +448 | New |
| Armstrong Advisory Group, Inc | 462 | $21.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 455 | $21.4K | 0.00% | +455 | New |
| BOK Financial Private Wealth, Inc. | 452 | $21.2K | 0.00% | −335−42.6% | Reduced |
| Raffa Wealth Management, LLC | 451 | $21.1K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 450 | $21.1K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 467 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 447 | $21.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 441 | $20.7K | 0.00% | +7+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 432 | $20.3K | 0.00% | +432 | New |
| Tortoise Investment Management, LLC | 431 | $20.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 426 | $20.0K | 0.00% | +418+5,225.0% | Added |
| Bellwether Advisors, LLC | 410 | $19.2K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 397 | $19.0K | 0.00% | +49+14.1% | Added |
| AlphaMark Advisors, LLC | 400 | $19.0K | 0.01% | +400 | New |
| WealthPLAN Partners, LLC | 399 | $18.7K | 0.00% | +399 | New |
| Moisand Fitzgerald Tamayo, LLC | 392 | $18.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 363 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 353 | $16.6K | 0.00% | +329+1,370.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 344 | $16.1K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 322 | $15.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 316 | $14.8K | 0.02% | −37−10.5% | Reduced |
| Antonetti Capital Management LLC | 300 | $14.1K | 0.02% | −200−40.0% | Reduced |
| Optimum Investment Advisors | 300 | $14.1K | 0.01% | +150+100.0% | Added |
| Community Bank, N.A. | 300 | $14.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $14.0K | 0.00% | +114+67.9% | Added |
| Riverview Trust Co | 291 | $13.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 281 | $13.2K | 0.01% | −10−3.4% | Reduced |
| NewSquare Capital LLC | 276 | $12.9K | 0.00% | +29+11.7% | Added |
| Westchester Capital Management, Inc. | 273 | $12.8K | 0.00% | +200+274.0% | Added |
| 25 LLC | 260 | $12.1K | 0.01% | +260 | New |
| American National Bank | 256 | $12.0K | 0.00% | −57−18.2% | Reduced |
| Abound Wealth Management | 253 | $11.8K | 0.01% | +55+27.8% | Added |
| Milestone Investment Advisors LLC | 252 | $11.8K | 0.00% | +252 | New |
| Capital Management Associates | 250 | $11.7K | 0.02% | −164−39.6% | Reduced |
| Bank of New Hampshire | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 248 | $11.6K | 0.00% | −1−0.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 234 | $11.0K | 0.00% | +202+631.3% | Added |
| Valley Forge Investment Consultants Inc Adv | 231 | $10.8K | 0.01% | −19−7.6% | Reduced |
| Capital Advisors, Ltd. LLC | 211 | $10.0K | 0.00% | +22+11.6% | Added |
| Plante Moran Financial Advisors, LLC | 213 | $9.99K | 0.00% | −155−42.1% | Reduced |
| HHM Wealth Advisors, LLC | 212 | $9.94K | 0.00% | −75−26.1% | Reduced |
| Atticus Wealth Management, LLC | 206 | $9.67K | 0.00% | +2+1.0% | Added |
| Rise Advisors, LLC | 201 | $9.42K | 0.01% | +2+1.0% | Added |
| Albion Financial Group | 196 | $9.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 195 | $9.14K | 0.00% | 00.0% | Unchanged |