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 | 2,475 | $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 |
|---|---|---|---|---|---|
| Bokf, NA | 29,419 | $1.38M | 0.03% | −9,218−23.9% | Reduced |
| Pinnacle Holdings, LLC | 29,386 | $1.38M | 0.64% | +3,572+13.8% | Added |
| Sippican Capital Advisors | 29,377 | $1.38M | 1.32% | +3,855+15.1% | Added |
| Stansberry Asset Management, LLC | 28,833 | $1.35M | 0.26% | +1,804+6.7% | Added |
| IMC-Chicago, LLC | 28,367 | $1.33M | 0.23% | +28,367 | New |
| Marex Group plc | 28,169 | $1.32M | 0.17% | −64,711−69.7% | Reduced |
| We Are One Seven, LLC | 28,089 | $1.32M | 0.08% | +1,649+6.2% | Added |
| CWM, LLC | 28,020 | $1.31M | 0.01% | +9,017+47.5% | Added |
| Brown Brothers Harriman & Co | 27,996 | $1.31M | 0.01% | +3,689+15.2% | Added |
| Colony Group LLC | 27,954 | $1.31M | 0.02% | −41,551−59.8% | Reduced |
| M Holdings Securities, Inc. | 27,676 | $1.30M | 0.13% | +199+0.7% | Added |
| Sigma Planning Corp | 27,411 | $1.29M | 0.04% | +232+0.9% | Added |
| Smith, Salley & Associates | 27,332 | $1.28M | 0.10% | +6,251+29.7% | Added |
| Trust Asset Management LLC | 27,234 | $1.28M | 0.14% | +691+2.6% | Added |
| Profund Advisors LLC | 27,230 | $1.28M | 0.08% | −9,803−26.5% | Reduced |
| Summit X, LLC | 27,211 | $1.28M | 0.33% | −7,466−21.5% | Reduced |
| Mastrapasqua Asset Management Inc | 27,090 | $1.27M | 0.16% | +270+1.0% | Added |
| InTrack Investment Management Inc | 27,417 | $1.26M | 1.16% | +1,556+6.0% | Added |
| Qtron Investments LLC | 26,824 | $1.26M | 0.26% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 26,806 | $1.26M | 0.02% | −15,958−37.3% | Reduced |
| Granite Investment Partners, LLC | 26,778 | $1.26M | 0.05% | −1,198−4.3% | Reduced |
| Boyar Asset Management Inc. | 26,611 | $1.25M | 0.96% | +139+0.5% | Added |
| Lakeview Capital Partners, LLC | 27,059 | $1.25M | 0.39% | −904−3.2% | Reduced |
| Maven Securities LTD | 26,447 | $1.24M | 0.19% | +26,447 | New |
| Bell & Brown Wealth Advisors, LLC | 26,393 | $1.24M | 0.66% | +627+2.4% | Added |
| Bridgefront Capital, LLC | 26,291 | $1.23M | 0.75% | +18,579+240.9% | Added |
| HB Wealth Management, LLC | 26,223 | $1.23M | 0.02% | +2,911+12.5% | Added |
| Shikiar Asset Management Inc | 26,163 | $1.23M | 0.44% | +26,163 | New |
| Ostrum Asset Management | 26,144 | $1.23M | 0.11% | +26,144 | New |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.22M | 0.48% | 00.0% | Unchanged |
| E&G Advisors, LP | 26,045 | $1.22M | 0.45% | −500−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,034 | $1.22M | 0.09% | −545−2.1% | Reduced |
| Perigon Wealth Management, LLC | 26,028 | $1.22M | 0.07% | +1,376+5.6% | Added |
| Thoroughbred Financial Services, LLC | 25,728 | $1.21M | 0.18% | −506−1.9% | Reduced |
| First National Trust Co | 25,692 | $1.20M | 0.06% | +608+2.4% | Added |
| Atlas Private Wealth Advisors | 25,492 | $1.20M | 0.55% | +8,109+46.6% | Added |
| Sendero Wealth Management, LLC | 25,370 | $1.19M | 0.36% | +4,188+19.8% | Added |
| Spire Wealth Management | 25,276 | $1.19M | 0.05% | +9,723+62.5% | Added |
| Sterling Investment Management, Inc. | 25,254 | $1.18M | 0.94% | −431−1.7% | Reduced |
| Meitav Dash Investments Ltd | 25,026 | $1.18M | 0.02% | +711+2.9% | Added |
| Wealthspire Advisors, LLC | 25,138 | $1.18M | 0.02% | −4,507−15.2% | Reduced |
| 44 Wealth Management LLC | 24,910 | $1.17M | 0.40% | +653+2.7% | Added |
| Wellington Shields & Co., LLC | 24,828 | $1.16M | 0.26% | +200+0.8% | Added |
| Essex Investment Management Co LLC | 24,672 | $1.16M | 0.17% | +11,446+86.5% | Added |
| Kornitzer Capital Management Inc | 24,430 | $1.15M | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 24,382 | $1.14M | 0.63% | −3,263−11.8% | Reduced |
| Stillwater Investment Management, LLC | 24,284 | $1.14M | 0.31% | −1,921−7.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.14M | 0.09% | −4,670−15.9% | Reduced |
| Moors & Cabot, Inc. | 24,173 | $1.13M | 0.08% | −2,044−7.8% | Reduced |
| Consilium Wealth Advisory, LLC | 24,145 | $1.13M | 0.97% | −1,091−4.3% | Reduced |
| SRN Advisors, LLC | 24,563 | $1.13M | 1.04% | −4,880−16.6% | Reduced |
| Canandaigua National Bank & Trust Co | 24,088 | $1.13M | 0.19% | +24,088 | New |
| Verition Fund Management LLC | 23,973 | $1.12M | 0.02% | −32,412−57.5% | Reduced |
| Larson Financial Group LLC | 23,958 | $1.12M | 0.12% | +823+3.6% | Added |
| Forum Financial Management, LP | 23,837 | $1.12M | 0.03% | +240+1.0% | Added |
| Huntington National Bank | 23,814 | $1.12M | 0.01% | −2,684−10.1% | Reduced |
| Insight Inv LLC | 23,805 | $1.12M | 1.20% | +2,775+13.2% | Added |
| Ameritas Investment Partners, Inc. | 23,679 | $1.11M | 0.04% | −27−0.1% | Reduced |
| DT Investment Partners, LLC | 23,431 | $1.11M | 0.13% | +2,583+12.4% | Added |
| Barry Investment Advisors, LLC | 23,544 | $1.10M | 0.36% | +2,324+11.0% | Added |
| Cigna Investments Inc | 23,493 | $1.10M | 0.22% | −509−2.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 23,492 | $1.10M | 0.22% | +2,169+10.2% | Added |
| PSI Advisors, LLC | 23,461 | $1.10M | 0.53% | −600−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 23,374 | $1.10M | 0.03% | −19,159−45.0% | Reduced |
| IFP Advisors, Inc | 21,000 | $1.09M | 0.05% | −11,621−35.6% | Reduced |
| Stratos Wealth Partners, LTD. | 23,181 | $1.09M | 0.03% | −1,586−6.4% | Reduced |
| American State Bank (Iowa) | 22,930 | $1.08M | 0.78% | +1,285+5.9% | Added |
| Jacobi Capital Management LLC | 22,546 | $1.06M | 0.13% | −2,490−9.9% | Reduced |
| First Hawaiian Bank | 22,375 | $1.05M | 0.04% | +30+0.1% | Added |
| Advisors Management Group Inc | 22,265 | $1.04M | 0.33% | +3,474+18.5% | Added |
| Oarsman Capital, Inc. | 22,219 | $1.04M | 0.49% | −1,135−4.9% | Reduced |
| Hills Bank & Trust Co | 22,198 | $1.04M | 0.14% | −13,558−37.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,179 | $1.04M | 0.02% | −19−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 22,106 | $1.04M | 0.14% | +778+3.6% | Added |
| MUFG Securities EMEA plc | 22,056 | $1.03M | 0.02% | −34,176−60.8% | Reduced |
| DoubleLine ETF Adviser LP | 22,036 | $1.03M | 0.44% | −5,318−19.4% | Reduced |
| Washington Capital Management Inc | 21,995 | $1.03M | 0.92% | −970−4.2% | Reduced |
| SeaCrest Wealth Management, LLC | 21,960 | $1.03M | 0.14% | +5,643+34.6% | Added |
| Duff & Phelps Investment Management Co | 21,895 | $1.03M | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 22,551 | $1.02M | 0.21% | +2,531+12.6% | Added |
| Kingsview Wealth Management, LLC | 21,612 | $1.01M | 0.04% | −2,138−9.0% | Reduced |
| Gotham Asset Management, LLC | 21,537 | $1.01M | 0.02% | −34,670−61.7% | Reduced |
| HBW Advisory Services LLC | 21,482 | $1.01M | 0.25% | +4,323+25.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,244 | $996.1K | 0.10% | +212+1.0% | Added |
| Clare Market Investments LLC | 21,201 | $994.1K | 0.42% | −24,491−53.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 21,109 | $989.8K | 0.25% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 21,047 | $986.0K | 0.12% | +6,238+42.1% | Added |
| Greenwood Capital Associates LLC | 20,840 | $977.2K | 0.14% | +20,840 | New |
| Dana Investment Advisors, Inc. | 20,768 | $973.8K | 0.05% | +180+0.9% | Added |
| Wealthcare Advisory Partners LLC | 20,752 | $973.1K | 0.04% | −128−0.6% | Reduced |
| XR Securities LLC | 20,705 | $970.9K | 1.37% | +11,396+122.4% | Added |
| Savant Capital, LLC | 20,676 | $969.5K | 0.02% | +1,505+7.9% | Added |
| Independent Financial Group, LLC | 20,563 | $964.2K | 0.08% | +2,552+14.2% | Added |
| Icapital Wealth LLC | 20,552 | $963.7K | 0.66% | −2,565−11.1% | Reduced |
| Parsons Capital Management Inc | 20,468 | $959.7K | 0.08% | +11,886+138.5% | Added |
| Martin & Co Inc | 20,431 | $958.0K | 0.25% | −382−1.8% | Reduced |
| Berkeley Capital Partners, LLC | 20,333 | $953.4K | 0.35% | +858+4.4% | Added |
| Cresset Asset Management, LLC | 20,204 | $947.4K | 0.02% | −10,260−33.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,173 | $946.0K | 0.30% | −57−0.3% | Reduced |
| Somerset Trust Co | 20,136 | $944.2K | 0.41% | −3,825−16.0% | Reduced |