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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 47,087 | $2.21M | 0.29% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 46,941 | $2.20M | 0.45% | +3,554+8.2% | Added |
| Roanoke Asset Management Corp | 46,742 | $2.19M | 0.93% | −100.0% | Reduced |
| Leonteq Securities AG | 46,659 | $2.19M | 0.20% | −855,956−94.8% | Reduced |
| Shay Capital LLC | 46,100 | $2.16M | 0.90% | +16,100+53.7% | Added |
| HM Payson & Co | 45,989 | $2.16M | 0.05% | −500−1.1% | Reduced |
| Equitable Holdings, Inc. | 45,953 | $2.15M | 0.03% | +14,226+44.8% | Added |
| Moody National Bank Trust Division | 45,896 | $2.15M | 0.18% | +505+1.1% | Added |
| Manhattan West Asset Management, LLC | 45,840 | $2.15M | 0.94% | +9,348+25.6% | Added |
| Vestcor Inc | 45,747 | $2.15M | 0.08% | −19,799−30.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 45,219 | $2.14M | 0.94% | −794−1.7% | Reduced |
| Insight Advisors, LLC | 45,570 | $2.14M | 0.50% | −7,900−14.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 45,280 | $2.12M | 0.40% | +45,280 | New |
| Courier Capital LLC | 45,056 | $2.11M | 0.23% | +900+2.0% | Added |
| Balentine LLC | 45,038 | $2.11M | 0.07% | +2,447+5.7% | Added |
| Longfellow Investment Management Co LLC | 45,027 | $2.11M | 0.48% | 00.0% | Unchanged |
| GFG Capital, LLC | 24,102 | $2.11M | 0.48% | +795+3.4% | Added |
| Siemens Fonds Invest GmbH | 44,926 | $2.11M | 0.22% | −175−0.4% | Reduced |
| Columbia Asset Management | 44,741 | $2.10M | 0.48% | +855+1.9% | Added |
| Alberta Investment Management Corp | 44,600 | $2.09M | 0.02% | +44,600 | New |
| 1832 Asset Management L.P. | 44,375 | $2.08M | 0.00% | −543−1.2% | Reduced |
| Legato Capital Management LLC | 44,245 | $2.07M | 0.38% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 43,407 | $2.04M | 0.12% | +2,145+5.2% | Added |
| Green Square Capital Advisors LLC | 43,173 | $2.02M | 0.27% | +31,833+280.7% | Added |
| Shell Asset Management Co | 43,048 | $2.02M | 0.08% | −176−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 42,871 | $2.01M | 0.04% | +13,151+44.2% | Added |
| Maltese Capital Management LLC | 42,500 | $1.99M | 0.75% | −7,500−15.0% | Reduced |
| Copperwynd Financial, LLC | 42,113 | $1.97M | 1.01% | +42,113 | New |
| Sunbelt Securities, Inc. | 42,814 | $1.97M | 0.32% | +12,032+39.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 42,900 | $1.96M | 0.82% | +2,940+7.4% | Added |
| Freestone Capital Holdings, LLC | 41,393 | $1.94M | 0.09% | −1,715−4.0% | Reduced |
| Wharton Business Group, LLC | 41,358 | $1.94M | 0.12% | +625+1.5% | Added |
| Am Investment Strategies LLC | 27,603 | $1.92M | 0.66% | +267+1.0% | Added |
| Veritable, L.P. | 40,946 | $1.92M | 0.03% | −1,283−3.0% | Reduced |
| Sowell Financial Services LLC | 40,854 | $1.92M | 0.15% | −9,071−18.2% | Reduced |
| FengHe Fund Management Pte. Ltd. | 40,800 | $1.91M | 0.43% | +40,800 | New |
| Continental Advisors LLC | 40,782 | $1.91M | 1.76% | +14,000+52.3% | Added |
| Altrafin AG | 40,200 | $1.88M | 0.93% | +8,000+24.8% | Added |
| Snowden Capital Advisors LLC | 40,056 | $1.88M | 0.07% | +3,340+9.1% | Added |
| Bleakley Financial Group, LLC | 39,711 | $1.86M | 0.06% | −35,551−47.2% | Reduced |
| Horizon Investments, LLC | 39,898 | $1.85M | 0.05% | +5,287+15.3% | Added |
| Quaker Capital Investments, LLC | 39,450 | $1.85M | 0.74% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 39,407 | $1.85M | 1.46% | +380+1.0% | Added |
| Ieq Capital, LLC | 39,070 | $1.83M | 0.04% | +4,560+13.2% | Added |
| Diversified Trust Co | 39,019 | $1.83M | 0.07% | −2,234−5.4% | Reduced |
| Jones Financial Companies LLLP | 38,838 | $1.82M | 0.00% | −1,291−3.2% | Reduced |
| Massachusetts Wealth Management | 38,815 | $1.82M | 1.88% | −1,000−2.5% | Reduced |
| Sumitomo Life Insurance Co | 38,729 | $1.82M | 0.15% | −286−0.7% | Reduced |
| Chiron Capital Management, LLC | 38,457 | $1.80M | 1.25% | +800+2.1% | Added |
| Chicago Trust Co NA | 38,198 | $1.79M | 0.45% | +2,789+7.9% | Added |
| WFA Asset Management Corp | 38,084 | $1.79M | 1.10% | +5,441+16.7% | Added |
| TD Private Client Wealth LLC | 38,041 | $1.78M | 0.08% | −14,746−27.9% | Reduced |
| Ergoteles LLC | 37,785 | $1.77M | 0.07% | −25,031−39.8% | Reduced |
| Opus Investment Management Inc | 37,500 | $1.76M | 0.64% | 00.0% | Unchanged |
| Selway Asset Management | 37,417 | $1.75M | 0.84% | −5,000−11.8% | Reduced |
| KMG Fiduciary Partners, LLC | 37,215 | $1.75M | 0.25% | +14,675+65.1% | Added |
| SOL Capital Management CO | 37,125 | $1.74M | 0.29% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 36,736 | $1.72M | 0.12% | +6,269+20.6% | Added |
| Wintrust Investments LLC | 36,211 | $1.70M | 0.22% | +6,127+20.4% | Added |
| Armstrong Shaw Associates Inc | 36,038 | $1.69M | 1.66% | −1,160−3.1% | Reduced |
| Pathstone Family Office, LLC | 35,796 | $1.69M | 0.03% | +961+2.8% | Added |
| Veriti Management LLC | 35,573 | $1.67M | 0.20% | +8,024+29.1% | Added |
| Centaurus Financial, Inc. | 35,169 | $1.65M | 0.13% | +4,425+14.4% | Added |
| Game Creek Capital, LP | 35,125 | $1.65M | 1.09% | +1,625+4.9% | Added |
| Winch Advisory Services, LLC | 34,925 | $1.64M | 0.64% | +731+2.1% | Added |
| Bank Hapoalim BM | 34,610 | $1.62M | 0.22% | −16,430−32.2% | Reduced |
| SYSTM Wealth Solutions LLC | 34,407 | $1.61M | 0.25% | −9,948−22.4% | Reduced |
| Empowered Funds, LLC | 34,231 | $1.61M | 0.09% | +9,275+37.2% | Added |
| Capital Asset Advisory Services LLC | 34,210 | $1.60M | 0.12% | +4,961+17.0% | Added |
| Cozad Asset Management Inc | 34,197 | $1.60M | 0.21% | −5,963−14.8% | Reduced |
| Compass Wealth Management LLC | 33,950 | $1.59M | 0.51% | +8,855+35.3% | Added |
| Alpine Woods Capital Investors, LLC | 33,920 | $1.59M | 0.24% | −24,798−42.2% | Reduced |
| Regal Investment Advisors LLC | 33,560 | $1.57M | 0.14% | +5,151+18.1% | Added |
| Trivant Custom Portfolio Group, LLC | 33,513 | $1.57M | 1.12% | +33,513 | New |
| Greenleaf Trust | 33,498 | $1.57M | 0.02% | +10,123+43.3% | Added |
| Tandem Capital Management Corp | 33,313 | $1.56M | 1.10% | −333−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 33,064 | $1.55M | 0.14% | +8,152+32.7% | Added |
| IMA Wealth, Inc. | 33,055 | $1.55M | 0.40% | +2,410+7.9% | Added |
| Point72 Asset Management, L.P. | 32,737 | $1.54M | 0.01% | +31,283+2,151.5% | Added |
| Verdence Capital Advisors LLC | 32,492 | $1.52M | 0.18% | −12,277−27.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 32,180 | $1.51M | 0.06% | −4,824−13.0% | Reduced |
| Solidarilty Wealth, LLC | 31,660 | $1.48M | 0.67% | +31,660 | New |
| Birmingham Capital Management Co Inc | 31,505 | $1.48M | 0.59% | −1,450−4.4% | Reduced |
| Transatlantique Private Wealth LLC | 31,347 | $1.47M | 0.81% | +4,670+17.5% | Added |
| Park Avenue Securities LLC | 31,294 | $1.47M | 0.03% | −3,946−11.2% | Reduced |
| Creative Financial Designs Inc | 31,225 | $1.46M | 0.19% | +1,160+3.9% | Added |
| Compagnie Lombard Odier SCmA | 31,113 | $1.46M | 0.04% | +24,087+342.8% | Added |
| Meeder Advisory Services, Inc. | 30,973 | $1.45M | 0.17% | +3,260+11.8% | Added |
| Savior LLC | 30,742 | $1.44M | 1.19% | +425+1.4% | Added |
| Ridgewood Investments LLC | 30,697 | $1.44M | 0.88% | −548−1.8% | Reduced |
| Capital International Inc | 30,386 | $1.42M | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 30,163 | $1.41M | 0.06% | +13,363+79.5% | Added |
| Guardian Investment Management | 19,430 | $1.41M | 1.08% | +2,450+14.4% | Added |
| Culbertson A N & Co Inc | 30,109 | $1.41M | 0.29% | +7,070+30.7% | Added |
| Carret Asset Management, LLC | 30,039 | $1.41M | 0.20% | −2,037−6.4% | Reduced |
| Prudent Man Advisors, LLC | 30,059 | $1.41M | 0.55% | +125+0.4% | Added |
| Andra AP-fonden | 29,900 | $1.40M | 0.04% | +5,900+24.6% | Added |
| Signaturefd, LLC | 29,834 | $1.40M | 0.04% | +2,488+9.1% | Added |
| Meridian Investment Counsel Inc. | 29,743 | $1.39M | 0.53% | +250+0.8% | Added |
| Lynch Asset Management, Inc. | 29,600 | $1.39M | 1.00% | 00.0% | Unchanged |