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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 188 | $8.81K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $8.77K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 185 | $8.68K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 185 | $8.66K | 0.00% | +185 | New |
| MRP Capital Investments, LLC | 180 | $8.44K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 178 | $8.35K | 0.00% | +166+1,383.3% | Added |
| Schubert & Co | 166 | $7.78K | 0.01% | +58+53.7% | Added |
| WealthPlan Investment Management, LLC | 158 | $7.41K | 0.00% | +158 | New |
| Arrow Financial Corp | 150 | $7.03K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 144 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 133 | $6.74K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 142 | $6.65K | 0.01% | +25+21.4% | Added |
| Kelly Financial Services LLC | 140 | $6.58K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 138 | $6.47K | 0.00% | +13+10.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 137 | $6.47K | 0.01% | +1+0.7% | Added |
| Toth Financial Advisory Corp | 130 | $6.12K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 134 | $6.00K | 0.00% | +99+282.9% | Added |
| Core Wealth Advisors, Inc. | 120 | $5.63K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 115 | $5.39K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 110 | $5.16K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 102 | $5.00K | 0.00% | +75+277.8% | Added |
| PayPay Securities Corp | 106 | $4.97K | 0.33% | −40−27.4% | Reduced |
| Disciplined Investments, LLC | 106 | $4.97K | 0.00% | +49+86.0% | Added |
| Private Ocean, LLC | 106 | $4.97K | 0.00% | +106 | New |
| Financial Freedom, LLC | 106 | $4.96K | 0.00% | +1+1.0% | Added |
| Hoertkorn Richard Charles | 100 | $4.69K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 92 | $4.24K | 0.00% | +92 | New |
| Tradewinds Capital Management, LLC | 88 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $4.00K | 0.00% | +1+1.2% | Added |
| Penserra Capital Management LLC | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 80 | $3.75K | 0.00% | −30−27.3% | Reduced |
| DB Wealth Management Group, LLC | 73 | $3.42K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 69 | $3.23K | 0.00% | +69 | New |
| Legend Financial Advisors, Inc. | 61 | $2.86K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 58 | $2.72K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 57 | $2.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 51 | $2.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 47 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $2.16K | 0.00% | −96−67.6% | Reduced |
| Stone House Investment Management, LLC | 42 | $1.97K | 0.00% | +42 | New |
| Bellevue Asset Management, LLC | 40 | $1.89K | 0.00% | +40 | New |
| JDM Financial Group LLC | 38 | $1.78K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $1.64K | 0.00% | +35 | New |
| Annapolis Financial Services, LLC | 31 | $1.45K | 0.00% | −2−6.1% | Reduced |
| Lansing Street Advisors | 30 | $1.41K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 30 | $1.41K | 0.00% | +30 | New |
| Beaird Harris Wealth Management, LLC | 29 | $1.34K | 0.00% | −97−77.0% | Reduced |
| BBJS Financial Advisors, LLC | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 22,751 | $1.04K | 0.00% | +8,680+61.7% | Added |
| Motco | 22 | $1.03K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 22 | $1.03K | 0.00% | +22 | New |
| Piscataqua Savings Bank | 22 | $1.03K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 21 | $985 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $938 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $849 | 0.04% | +2+4.4% | Added |
| Clear Perspectives Financial Planning, LLC | 17 | $797 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $709 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 13 | $618 | 0.00% | +12+1,200.0% | Added |
| Coastal Capital Group, Inc. | 12 | $563 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 10 | $469 | 0.00% | +10 | New |
| True Wealth Design, LLC | 7 | $329 | 0.00% | +7 | New |
| HighMark Wealth Management LLC | 6 | $263 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $234 | 0.00% | −209−97.7% | Reduced |
| Center for Financial Planning, Inc. | 4 | $188 | 0.00% | −190−97.9% | Reduced |
| IAG Wealth Partners, LLC | 4 | $188 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $38 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 114,646 | $2 | 0.05% | +114,646 | New |
| Tacita Capital Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 1,217 | – | – | +1,217 | New |
| FIL Ltd | 0 | $0 | 0.00% | −1,117,791−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −781,713−100.0% | Sold out |
| Masters Capital Management LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −647,563−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −367,378−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −231,600−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Permit Capital, LLC | 0 | $0 | 0.00% | −192,000−100.0% | Sold out |
| Schwerin Boyle Capital Management Inc | 0 | $0 | 0.00% | −166,163−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −150,306−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −128,629−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −113,000−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −100,039−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −88,113−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −78,377−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −65,704−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −63,147−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −61,112−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −54,215−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −47,201−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −45,119−100.0% | Sold out |
| Parsec Financial Management, Inc. | 0 | $0 | 0.00% | −43,363−100.0% | Sold out |