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
- 1,576
- +5 vs. Q4 2022
- Shares held
- 1.40B
- −5.08M (−0.4%) vs. Q4 2022
- Total value
- $65.6B
- +$2.20B (+3.5%) vs. Q4 2022
- New holders
- 125
- 702 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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 118,211 | $5.54M | 0.04% | +3,247+2.8% | Added |
| Adams Asset Advisors, LLC | 117,395 | $5.50M | 0.74% | −30,821−20.8% | Reduced |
| Beacon Pointe Advisors, LLC | 117,241 | $5.50M | 0.09% | −395−0.3% | Reduced |
| American Assets Investment Management, LLC | 116,400 | $5.46M | 0.63% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 115,590 | $5.42M | 0.08% | +22,294+23.9% | Added |
| Private Asset Management Inc | 115,016 | $5.39M | 0.89% | −10,232−8.2% | Reduced |
| Spears Abacus Advisors LLC | 114,497 | $5.37M | 0.48% | −4,000−3.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 113,684 | $5.33M | 2.36% | +400+0.4% | Added |
| Soltis Investment Advisors LLC | 113,526 | $5.32M | 0.68% | +17,315+18.0% | Added |
| Assetmark, Inc | 112,408 | $5.27M | 0.02% | +12,990+13.1% | Added |
| Burney Co | 111,898 | $5.25M | 0.26% | +2,375+2.2% | Added |
| Achmea Investment Management B.V. | 111,067 | $5.21M | 0.15% | +9,699+9.6% | Added |
| Blume Capital Management, Inc. | 110,898 | $5.20M | 1.65% | +11,252+11.3% | Added |
| Glenmede Trust Co NA | 110,521 | $5.18M | 0.03% | +16,775+17.9% | Added |
| Parkside Investments, LLC | 109,632 | $5.14M | 0.97% | +10,640+10.7% | Added |
| AMG National Trust Bank | 109,225 | $5.12M | 0.18% | +208+0.2% | Added |
| Hourglass Capital, LLC | 107,887 | $5.06M | 1.83% | +1,530+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 107,508 | $5.04M | 0.08% | +20,161+23.1% | Added |
| Stephens Inc | 106,813 | $5.01M | 0.10% | +3,107+3.0% | Added |
| Kempner Capital Management Inc. | 106,586 | $5.00M | 2.92% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 106,575 | $5.00M | 1.78% | +2,394+2.3% | Added |
| First American Trust, FSB | 106,066 | $4.97M | 0.74% | +106,066 | New |
| Norinchukin Bank, The | 105,312 | $4.94M | 0.10% | +3,018+3.0% | Added |
| Zuckerman Investment Group, LLC | 105,082 | $4.93M | 0.75% | −9,879−8.6% | Reduced |
| Advisors Asset Management, Inc. | 104,953 | $4.92M | 0.10% | +6,866+7.0% | Added |
| Close Asset Management Ltd | 104,900 | $4.92M | 0.24% | +6,690+6.8% | Added |
| Berkshire Asset Management LLC | 103,554 | $4.86M | 0.30% | −6,501−5.9% | Reduced |
| Capstone Investment Advisors, LLC | 103,534 | $4.85M | 0.15% | +658+0.6% | Added |
| JustInvest LLC | 102,930 | $4.83M | 0.17% | +25,462+32.9% | Added |
| CX Institutional | 102,678 | $4.80M | 0.26% | +90,510+743.8% | Added |
| Providence Capital Advisors, LLC | 102,200 | $4.79M | 1.27% | +1,600+1.6% | Added |
| Patten & Patten Inc | 101,875 | $4.78M | 0.42% | −4,776−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 100,854 | $4.73M | 0.10% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 100,760 | $4.72M | 1.23% | −3,700−3.5% | Reduced |
| Sonic GP LLC | 100,740 | $4.72M | 3.61% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 100,118 | $4.69M | 0.23% | +14,785+17.3% | Added |
| Tang Capital Management LLC | 100,000 | $4.69M | 0.70% | +100,000 | New |
| Synovus Financial Corp | 99,704 | $4.68M | 0.05% | −30,992−23.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 99,674 | $4.67M | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 99,624 | $4.67M | 0.31% | +25,569+34.5% | Added |
| M3F, Inc. | 98,000 | $4.59M | 1.51% | +98,000 | New |
| Whittier Trust Co | 97,933 | $4.59M | 0.08% | −8,926−8.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 97,059 | $4.55M | 1.09% | +184+0.2% | Added |
| International Assets Investment Management, LLC | 1,132,727 | $4.54M | 0.66% | −880,548−43.7% | Reduced |
| Factory Mutual Insurance Co | 96,251 | $4.51M | 0.07% | 00.0% | Unchanged |
| Prospector Partners LLC | 96,235 | $4.51M | 0.65% | +8,000+9.1% | Added |
| Anderson Hoagland & Co | 96,173 | $4.51M | 0.65% | +17,649+22.5% | Added |
| Aptus Capital Advisors, LLC | 95,977 | $4.50M | 0.13% | +90,483+1,646.9% | Added |
| Consolidated Investment Group LLC | 95,911 | $4.50M | 0.88% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 95,768 | $4.49M | 0.47% | −1,336−1.4% | Reduced |
| Cornerstone Wealth Group, LLC | 94,938 | $4.45M | 0.79% | +94,938 | New |
| Long Focus Capital Management, LLC | 94,640 | $4.44M | 0.72% | 00.0% | Unchanged |
| Cutler Group LP | 94,431 | $4.43M | 0.70% | −100,217−51.5% | Reduced |
| Skylands Capital, LLC | 94,050 | $4.41M | 0.64% | −24,950−21.0% | Reduced |
| GAM Holding AG | 93,478 | $4.38M | 0.30% | +519+0.6% | Added |
| Farmers Trust Co | 91,625 | $4.30M | 0.95% | −772−0.8% | Reduced |
| Resources Management Corp | 33,787 | $4.29M | 0.86% | +16,154+91.6% | Added |
| La Banque Postale Asset Management SA | 90,955 | $4.26M | 0.11% | −4,192−4.4% | Reduced |
| Factorial Partners, LLC | 90,400 | $4.24M | 3.19% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 90,327 | $4.24M | 0.14% | −5,443−5.7% | Reduced |
| New Mexico Educational Retirement Board | 89,626 | $4.20M | 0.21% | −2,900−3.1% | Reduced |
| Assenagon Asset Management S.A. | 89,634 | $4.20M | 0.02% | +34,648+63.0% | Added |
| D.A. Davidson & Co. | 89,530 | $4.20M | 0.05% | +21,128+30.9% | Added |
| Meritage Portfolio Management | 89,020 | $4.17M | 0.31% | +29,499+49.6% | Added |
| United Capital Financial Advisers, LLC | 88,915 | $4.17M | 0.02% | −58−0.1% | Reduced |
| Wright Investors Service Inc | 88,174 | $4.13M | 1.18% | +546+0.6% | Added |
| Abn Amro Investment Solutions | 87,336 | $4.10M | 0.08% | +87,336 | New |
| Mandatum Life Insurance Co Ltd | 86,883 | $4.07M | 1.20% | −380.0% | Reduced |
| Metropolitan Life Insurance Co | 86,632 | $4.06M | 0.21% | −25,394−22.7% | Reduced |
| Banque Cantonale Vaudoise | 86,591 | $4.06M | 0.20% | +7,331+9.2% | Added |
| M&R Capital Management Inc | 86,177 | $4.04M | 1.13% | +102+0.1% | Added |
| Connectus Wealth, LLC | 85,595 | $4.01M | 0.10% | −61,972−42.0% | Reduced |
| Van Eck Associates Corp | 85,262 | $4.00M | 0.01% | −5,549−6.1% | Reduced |
| Carlson Capital L P | 85,100 | $3.99M | 0.38% | +85,100 | New |
| Eastover Investment Advisors LLC | 84,531 | $3.96M | 2.22% | +4,246+5.3% | Added |
| E. Ohman J:or Asset Management AB | 84,300 | $3.95M | 0.16% | +900+1.1% | Added |
| Richard Bernstein Advisors LLC | 83,799 | $3.93M | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 83,166 | $3.90M | 0.03% | +1,052+1.3% | Added |
| Holocene Advisors, LP | 83,152 | $3.90M | 0.02% | −70,784−46.0% | Reduced |
| MainStreet Investment Advisors LLC | 82,740 | $3.88M | 0.43% | +1,425+1.8% | Added |
| Fairholme Capital Management LLC | 82,500 | $3.87M | 0.32% | −89,900−52.1% | Reduced |
| GWM Advisors LLC | 82,543 | $3.84M | 0.05% | +2,479+3.1% | Added |
| Westbourne Investment Advisors, Inc. | 81,721 | $3.83M | 1.85% | −1,446−1.7% | Reduced |
| WBI Investments | 80,887 | $3.79M | 0.76% | +75,709+1,462.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 79,314 | $3.72M | 0.19% | +8,815+12.5% | Added |
| Oliver Luxxe Assets LLC | 78,978 | $3.70M | 0.98% | +2,389+3.1% | Added |
| German American Bancorp, Inc. | 78,913 | $3.70M | 0.55% | +12,930+19.6% | Added |
| MAI Capital Management | 78,418 | $3.68M | 0.06% | +10,914+16.2% | Added |
| Waycross Partners, LLC | 77,778 | $3.65M | 1.06% | +14,287+22.5% | Added |
| Bessemer Group Inc | 77,532 | $3.63M | 0.01% | −245−0.3% | Reduced |
| Wealthfront Advisers LLC | 77,354 | $3.63M | 0.02% | −6,020−7.2% | Reduced |
| Foundations Investment Advisors, LLC | 77,285 | $3.62M | 0.13% | +20,592+36.3% | Added |
| Twin Capital Management Inc | 75,460 | $3.54M | 0.48% | −10,921−12.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 75,160 | $3.52M | 0.74% | +23,860+46.5% | Added |
| Congress Wealth Management LLC | 74,482 | $3.49M | 0.08% | +1,882+2.6% | Added |
| Metis Global Partners, LLC | 74,061 | $3.47M | 0.22% | +15,563+26.6% | Added |
| Auxier Asset Management | 73,885 | $3.46M | 0.60% | −490−0.7% | Reduced |
| Eagle Rock Investment Company, LLC | 73,774 | $3.46M | 0.79% | −17,016−18.7% | Reduced |
| Bourgeon Capital Management LLC | 73,600 | $3.45M | 0.82% | +5,400+7.9% | Added |
| Wedbush Securities Inc | 73,160 | $3.43M | 0.17% | +5,313+7.8% | Added |