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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 20,092 | $942.1K | 0.07% | +10,529+110.1% | Added |
| RVW Wealth, LLC | 20,000 | $937.8K | 0.12% | −200−1.0% | Reduced |
| Naviter Wealth, LLC | 19,986 | $937.1K | 0.33% | +1,257+6.7% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $934.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 19,884 | $932.4K | 0.51% | 00.0% | Unchanged |
| Carson Advisory Inc. | 19,783 | $927.6K | 0.82% | −3,620−15.5% | Reduced |
| Insigneo Advisory Services, LLC | 19,749 | $922.6K | 0.29% | +1,834+10.2% | Added |
| Transcend Wealth Collective, LLC | 19,566 | $917.5K | 0.10% | +966+5.2% | Added |
| Secure Asset Management, LLC | 19,461 | $912.5K | 0.30% | +749+4.0% | Added |
| EP Wealth Advisors, LLC | 10,317 | $906.3K | 0.02% | −2,277−18.1% | Reduced |
| Simmons Bank | 19,172 | $899.0K | 0.08% | −459−2.3% | Reduced |
| Avantax Planning Partners, Inc. | 19,129 | $896.9K | 0.04% | −29,046−60.3% | Reduced |
| Conning Inc. | 19,084 | $894.8K | 0.03% | −531−2.7% | Reduced |
| First Business Financial Services, Inc. | 19,009 | $891.3K | 0.11% | +1,158+6.5% | Added |
| Cooper Financial Group | 18,684 | $876.1K | 0.24% | +4,816+34.7% | Added |
| Mork Capital Management, LLC | 18,640 | $874.0K | 0.71% | 00.0% | Unchanged |
| Round Hill Asset Management | 18,554 | $870.0K | 0.54% | +4,090+28.3% | Added |
| Norway Savings Bank | 18,333 | $859.6K | 0.43% | −2,545−12.2% | Reduced |
| Pinebridge Investments, L.P. | 18,249 | $855.7K | 0.01% | −161,727−89.9% | Reduced |
| Old National Bancorp | 18,190 | $852.9K | 0.03% | −568−3.0% | Reduced |
| FineMark National Bank & Trust | 18,180 | $852.5K | 0.04% | −4,352−19.3% | Reduced |
| Invst, LLC | 18,037 | $848.3K | 0.13% | +18,037 | New |
| MidWestOne Financial Group, Inc. | 18,067 | $847.2K | 0.19% | −1,888−9.5% | Reduced |
| Highline Wealth Partners LLC | 18,003 | $844.2K | 0.58% | +2,343+15.0% | Added |
| Algert Global LLC | 17,938 | $841.1K | 0.04% | +3,500+24.2% | Added |
| Coldstream Capital Management Inc | 17,844 | $836.7K | 0.03% | +3,028+20.4% | Added |
| Greytown Advisors Inc. | 17,829 | $836.0K | 0.43% | −987−5.2% | Reduced |
| ABN AMRO Bank N.V. | 17,719 | $831.5K | 0.02% | +17,719 | New |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $830.8K | 0.58% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 17,706 | $830.0K | 0.01% | +17,706 | New |
| Coastal Investment Advisors, Inc. | 17,577 | $824.2K | 0.20% | −5,835−24.9% | Reduced |
| Columbia Trust Co 01012016 | 17,522 | $821.6K | 0.47% | +66+0.4% | Added |
| Triangle Securities Wealth Management | 17,405 | $816.1K | 0.29% | −40−0.2% | Reduced |
| Twin Focus Capital Partners, LLC | 17,350 | $813.5K | 0.16% | +8,746+101.7% | Added |
| Flagship Harbor Advisors, LLC | 17,226 | $807.7K | 0.08% | −12,928−42.9% | Reduced |
| Spirit of America Management Corp | 17,200 | $806.5K | 0.18% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 17,173 | $805.2K | 0.56% | −330−1.9% | Reduced |
| Coastwise Capital Group, LLC | 17,152 | $804.3K | 0.92% | +402+2.4% | Added |
| Evergreen Capital Management LLC | 17,149 | $804.1K | 0.04% | +6,125+55.6% | Added |
| Ameritas Advisory Services, LLC | 16,612 | $803.6K | 0.04% | −2,688−13.9% | Reduced |
| Camelot Portfolios, LLC | 17,135 | $803.5K | 0.56% | +766+4.7% | Added |
| Integrated Advisors Network LLC | 17,100 | $801.8K | 0.05% | −83,521−83.0% | Reduced |
| Clarius Group, LLC | 16,981 | $796.3K | 0.07% | +5,323+45.7% | Added |
| Bluefin Capital Management, LLC | – | $791.2K | 0.11% | – | – |
| Marco Investment Management LLC | 16,749 | $785.4K | 0.09% | −1,050−5.9% | Reduced |
| Tiaa, FSB | 16,717 | $783.9K | 0.00% | −2,166−11.5% | Reduced |
| Essex Financial Services, Inc. | 16,683 | $782.3K | 0.08% | −1,788−9.7% | Reduced |
| Institute for Wealth Management, LLC. | 16,665 | $781.4K | 0.15% | −94−0.6% | Reduced |
| Wedmont Private Capital | 16,790 | $781.1K | 0.10% | +9,094+118.2% | Added |
| Engineers Gate Manager LP | 16,595 | $778.1K | 0.03% | +16,595 | New |
| White Pine Capital LLC | 16,584 | $777.6K | 0.30% | +145+0.9% | Added |
| Becker Capital Management Inc | 16,527 | $775.0K | 0.03% | −90,848−84.6% | Reduced |
| HCR Wealth Advisors | 16,483 | $772.9K | 0.15% | −118−0.7% | Reduced |
| Acrisure Capital Management, LLC | 16,425 | $770.2K | 0.78% | +11,423+228.4% | Added |
| Hilltop Holdings Inc. | 16,405 | $769.1K | 0.10% | −1,894−10.4% | Reduced |
| Two Sigma Securities, LLC | 16,351 | $766.7K | 0.06% | +4,000+32.4% | Added |
| Sterneck Capital Management, LLC | 16,195 | $759.4K | 0.48% | −39−0.2% | Reduced |
| Lake Street Advisors Group, LLC | 16,160 | $758.0K | 0.05% | +1,920+13.5% | Added |
| Johnson Financial Group, Inc. | 16,129 | $756.3K | 0.05% | +7,080+78.2% | Added |
| Americana Partners, LLC | 16,114 | $755.6K | 0.12% | +431+2.7% | Added |
| Equitable Trust Co | 16,113 | $755.5K | 0.06% | −197−1.2% | Reduced |
| Griffin Asset Management, Inc. | 16,104 | $755.1K | 0.11% | +158+1.0% | Added |
| McDonald Partners LLC | 16,024 | $751.4K | 0.24% | −1,800−10.1% | Reduced |
| Venture Visionary Partners LLC | 16,021 | $751.2K | 0.05% | −1,123−6.6% | Reduced |
| Hunter Associates Investment Management LLC | 16,080 | $751.0K | 0.16% | −2,450−13.2% | Reduced |
| Eudaimonia Partners, LLC | 15,721 | $737.1K | 0.18% | +725+4.8% | Added |
| Rehmann Capital Advisory Group | 15,694 | $735.9K | 0.07% | +634+4.2% | Added |
| Arete Wealth Advisors, LLC | 15,663 | $734.0K | 0.06% | +846+5.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,427 | $723.4K | 0.08% | −10,000−39.3% | Reduced |
| Deseret Mutual Benefit Administrators | 15,350 | $719.8K | 0.28% | +499+3.4% | Added |
| Sweet Financial Partners, LLC | 15,342 | $719.4K | 0.20% | −102−0.7% | Reduced |
| Intrust Bank NA | 15,243 | $714.7K | 0.09% | +5,555+57.3% | Added |
| Ardsley Advisory Partners LP | 15,200 | $714.4K | 0.16% | +15,200 | New |
| Y-Intercept (Hong Kong) Ltd | 15,230 | $714.1K | 0.08% | −22,632−59.8% | Reduced |
| Trexquant Investment LP | 15,211 | $713.2K | 0.02% | +3,495+29.8% | Added |
| Cidel Asset Management Inc | 15,000 | $703.4K | 0.03% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 14,853 | $696.0K | 0.18% | −16,131−52.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,702 | $689.4K | 0.05% | −381−2.5% | Reduced |
| Lincoln National Corp | 14,638 | $686.4K | 0.01% | −8,785−37.5% | Reduced |
| Stock Yards Bank & Trust Co | 14,638 | $686.0K | 0.03% | +885+6.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,400 | $675.2K | 0.70% | +5,100+54.8% | Added |
| DCM Advisors, LLC | 14,387 | $674.6K | 0.31% | −2,888−16.7% | Reduced |
| Ausdal Financial Partners, Inc. | 14,311 | $671.0K | 0.09% | +81+0.6% | Added |
| Cape Ann Savings Bank | 14,311 | $671.0K | 0.47% | +154+1.1% | Added |
| Legacy Capital Group California, Inc. | 14,302 | $670.6K | 0.33% | +14,302 | New |
| Relative Value Partners Group, LLC | 14,299 | $670.5K | 0.05% | −34,862−70.9% | Reduced |
| Ironwood Investment Management LLC | 14,234 | $667.4K | 0.42% | +2,250+18.8% | Added |
| Chilton Capital Management LLC | 14,210 | $666.3K | 0.04% | −10,260−41.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,193 | $665.5K | 0.03% | −1,136−7.4% | Reduced |
| Vise Technologies, Inc. | 14,134 | $662.8K | 0.17% | +3,231+29.6% | Added |
| Kiley Juergens Wealth Management, LLC | 14,101 | $661.2K | 0.25% | −668−4.5% | Reduced |
| Archer Investment Corp | 13,545 | $657.4K | 0.24% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 14,000 | $656.5K | 0.89% | −1,220−8.0% | Reduced |
| Widmann Financial Services, Inc. | 13,961 | $654.6K | 0.66% | +1,593+12.9% | Added |
| Resources Investment Advisors, LLC. | 13,946 | $653.9K | 0.02% | +3,339+31.5% | Added |
| Symmetry Partners, LLC | 13,892 | $651.0K | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,868 | $650.3K | 0.34% | +325+2.4% | Added |
| Washington Trust Bank | 13,839 | $648.9K | 0.07% | −170−1.2% | Reduced |
| NBT Bank N A | 13,774 | $645.9K | 0.09% | −1,866−11.9% | Reduced |
| Privium Fund Management B.V. | 13,732 | $643.9K | 0.22% | 00.0% | Unchanged |