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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 72,956 | $3.42M | 0.13% | +2,324+3.3% | Added |
| Meridian Wealth Management, LLC | 72,731 | $3.41M | 0.30% | +20,726+39.9% | Added |
| New England Asset Management Inc | 72,250 | $3.39M | 0.50% | −90,900−55.7% | Reduced |
| Kinneret Advisory, LLC | 72,154 | $3.38M | 0.44% | −3,876−5.1% | Reduced |
| Ethic Inc. | 71,647 | $3.36M | 0.14% | +67,028+1,451.1% | Added |
| S&CO Inc | 71,428 | $3.35M | 0.28% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 71,042 | $3.33M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 68,918 | $3.23M | 0.26% | −488−0.7% | Reduced |
| Teza Capital Management LLC | 68,889 | $3.23M | 0.70% | +21,226+44.5% | Added |
| Wolverine Trading, LLC | 69,950 | $3.22M | 0.10% | −128,683−64.8% | Reduced |
| Valeo Financial Advisors, LLC | 67,932 | $3.19M | 0.15% | +12,239+22.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 67,688 | $3.17M | 1.14% | +125+0.2% | Added |
| Proquility Private Wealth Partners, LLC | 67,559 | $3.17M | 1.26% | +34,304+103.2% | Added |
| Altrius Capital Management Inc | 67,526 | $3.17M | 0.97% | +3,263+5.1% | Added |
| Capital International Ltd | 67,385 | $3.16M | 0.19% | +2,243+3.4% | Added |
| Raymond James Trust N.A. | 67,236 | $3.15M | 0.10% | +4,248+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 66,834 | $3.13M | 0.15% | −58,264−46.6% | Reduced |
| Winton Group Ltd | 66,447 | $3.12M | 0.19% | +66,447 | New |
| Wasatch Advisors Inc | 66,382 | $3.11M | 0.02% | +15,300+30.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 65,665 | $3.08M | 0.08% | +11,358+20.9% | Added |
| Murphy Pohlad Asset Management LLC | 65,439 | $3.07M | 1.27% | +495+0.8% | Added |
| Umb Bank N A | 65,377 | $3.07M | 0.05% | −4,897−7.0% | Reduced |
| Quantinno Capital Management LP | 65,289 | $3.06M | 0.20% | +880+1.4% | Added |
| Cornercap Investment Counsel Inc | 65,009 | $3.05M | 0.54% | +3,946+6.5% | Added |
| Palouse Capital Management, Inc. | 65,002 | $3.05M | 2.05% | −13,951−17.7% | Reduced |
| Vinva Investment Management Ltd | 65,366 | $3.01M | 0.25% | +65,366 | New |
| Richard P Slaughter Associates Inc | 64,121 | $3.01M | 0.99% | −1,170−1.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 65,147 | $3.00M | 0.07% | +48,587+293.4% | Added |
| Northeast Financial Consultants Inc | 63,880 | $3.00M | 0.19% | +696+1.1% | Added |
| National Asset Management, Inc. | 63,680 | $2.99M | 0.08% | +1,928+3.1% | Added |
| Everence Capital Management Inc | 63,306 | $2.97M | 0.24% | +6,620+11.7% | Added |
| First Interstate Bank | 61,840 | $2.90M | 0.22% | +1,755+2.9% | Added |
| Karpas Strategies, LLC | 61,611 | $2.89M | 1.02% | +162+0.3% | Added |
| Advisory Resource Group | 61,531 | $2.89M | 0.81% | +2,413+4.1% | Added |
| Gifford Fong Associates | 61,471 | $2.88M | 0.76% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61,366 | $2.88M | 0.05% | +3,931+6.8% | Added |
| Pitcairn Co | 61,321 | $2.88M | 0.26% | −13,032−17.5% | Reduced |
| Advisor Partners II, LLC | 61,120 | $2.87M | 0.16% | +11,509+23.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 60,883 | $2.85M | 0.07% | +177+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 60,865 | $2.85M | 0.12% | +5,156+9.3% | Added |
| Comerica Securities,inc. | 60,575 | $2.84M | 0.21% | −1,622−2.6% | Reduced |
| Viewpoint Capital Management LLC | 60,166 | $2.82M | 2.53% | −455−0.8% | Reduced |
| Capital International Sarl | 59,836 | $2.81M | 0.14% | +10,912+22.3% | Added |
| Community Trust & Investment Co | 59,610 | $2.80M | 0.24% | −153,388−72.0% | Reduced |
| ARGA Investment Management, LP | 59,444 | $2.79M | 0.10% | −8,967−13.1% | Reduced |
| Baader Bank INC | 58,590 | $2.75M | 0.21% | +58,590 | New |
| DFPG Investments, LLC | 58,242 | $2.73M | 0.29% | +30,830+112.5% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 57,695 | $2.71M | 3.77% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 57,528 | $2.70M | 1.01% | +295+0.5% | Added |
| Capital Markets Trading UK LLP | 57,380 | $2.69M | 5.88% | +35,472+161.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 57,042 | $2.67M | 2.14% | +80+0.1% | Added |
| Vident Investment Advisory, LLC | 56,696 | $2.66M | 0.09% | −16,180−22.2% | Reduced |
| Empirical Finance, LLC | 56,102 | $2.63M | 0.25% | +2,329+4.3% | Added |
| Pacific Global Investment Management CO | 56,088 | $2.63M | 0.57% | −5,901−9.5% | Reduced |
| FDx Advisors, Inc. | 57,252 | $2.59M | 0.11% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 54,917 | $2.58M | 1.32% | +4,290+8.5% | Added |
| Prospera Financial Services Inc | 54,830 | $2.57M | 0.11% | +45,309+475.9% | Added |
| Salem Investment Counselors Inc | 54,093 | $2.54M | 0.10% | −20,740−27.7% | Reduced |
| Scott & Selber, Inc. | 53,807 | $2.52M | 1.07% | +126+0.2% | Added |
| Poehling Capital Management, LLC | 53,792 | $2.52M | 0.85% | +178+0.3% | Added |
| Elgethun Capital Management | 52,772 | $2.50M | 0.79% | +107+0.2% | Added |
| Hantz Financial Services, Inc. | 53,101 | $2.49M | 0.07% | +1,662+3.2% | Added |
| Avantax Advisory Services, Inc. | 53,026 | $2.49M | 0.03% | +2,064+4.1% | Added |
| Baker Tilly Wealth Management, LLC | 52,963 | $2.48M | 0.28% | +1,682+3.3% | Added |
| Edgemoor Investment Advisors, Inc. | 52,962 | $2.48M | 0.30% | +3,354+6.8% | Added |
| Fiduciary Trust Co | 52,935 | $2.48M | 0.05% | −2,381−4.3% | Reduced |
| Sandy Spring Bank | 52,428 | $2.46M | 0.14% | +2,856+5.8% | Added |
| Ashton Thomas Private Wealth, LLC | 52,293 | $2.45M | 0.21% | +5,094+10.8% | Added |
| MSD Partners, L.P. | 52,012 | $2.44M | 0.24% | 00.0% | Unchanged |
| United Services Automobile Association | 51,762 | $2.43M | 0.08% | −30,193−36.8% | Reduced |
| Stonebridge Capital Advisors LLC | 51,728 | $2.43M | 0.28% | −382−0.7% | Reduced |
| Argent Trust Co | 51,724 | $2.43M | 0.15% | +1,817+3.6% | Added |
| Kestra Private Wealth Services, LLC | 51,563 | $2.42M | 0.10% | +8,896+20.8% | Added |
| YHB Investment Advisors, Inc. | 51,265 | $2.40M | 0.24% | +18,454+56.2% | Added |
| Bailard, Inc. | 51,241 | $2.40M | 0.09% | +70.0% | Added |
| Bremer Bank National Association | 50,988 | $2.39M | 0.46% | −1,069−2.1% | Reduced |
| Triasima Portfolio Management inc. | 50,950 | $2.39M | 0.20% | +50,950 | New |
| Sawtooth Solutions, LLC | 50,770 | $2.38M | 0.06% | +28,130+124.2% | Added |
| Cary Street Partners Asset Management LLC | 50,734 | $2.38M | 0.45% | +885+1.8% | Added |
| Regions Financial Corp | 50,685 | $2.38M | 0.02% | −988−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 50,558 | $2.37M | 0.09% | +41,594+464.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 50,439 | $2.37M | 0.71% | −20,631−29.0% | Reduced |
| Advisory Services Network, LLC | 50,320 | $2.36M | 0.07% | +4,240+9.2% | Added |
| Centiva Capital, LP | 50,294 | $2.36M | 0.13% | +48,687+3,029.7% | Added |
| SeaBridge Investment Advisors LLC | 50,157 | $2.35M | 0.82% | −1,249−2.4% | Reduced |
| Boston Private Wealth LLC | 50,026 | $2.35M | 0.03% | +2,237+4.7% | Added |
| Wisconsin Capital Management LLC | 49,675 | $2.33M | 1.59% | −150−0.3% | Reduced |
| Toroso Investments, LLC | 49,560 | $2.32M | 0.08% | +9,117+22.5% | Added |
| CIBC Private Wealth Group, LLC | 49,222 | $2.31M | 0.01% | −1,498−3.0% | Reduced |
| Ritholtz Wealth Management | 49,040 | $2.30M | 0.11% | +9,140+22.9% | Added |
| Romano Brothers and Company | 49,169 | $2.29M | 0.35% | −150−0.3% | Reduced |
| Independent Advisor Alliance | 48,527 | $2.28M | 0.11% | −2,425−4.8% | Reduced |
| Wetherby Asset Management Inc | 48,391 | $2.27M | 0.13% | +7,805+19.2% | Added |
| Miracle Mile Advisors, LLC | 48,066 | $2.25M | 0.07% | −32−0.1% | Reduced |
| Perpetual Ltd | 48,042 | $2.25M | 0.02% | +48,042 | New |
| Jackson Hole Capital Partners, LLC | 48,009 | $2.25M | 0.59% | −131−0.3% | Reduced |
| Cetera Advisors LLC | 47,851 | $2.24M | 0.04% | −6,832−12.5% | Reduced |
| Monticello Wealth Management, LLC | 49,173 | $2.22M | 0.24% | 00.0% | Unchanged |
| Lincluden Management Ltd | 47,429 | $2.22M | 0.26% | −1,007−2.1% | Reduced |
| Belpointe Asset Management LLC | 129,081 | $2.21M | 0.12% | +85,502+196.2% | Added |