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, Q2 2023
Institutional positions in Citigroup Inc as of Jun 30, 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
- 1,609
- +40 vs. Q1 2023
- Shares held
- 1.38B
- −13.9M (−1.0%) vs. Q1 2023
- Total value
- $63.7B
- −$1.84B (−2.8%) vs. Q1 2023
- New holders
- 141
- 609 more added
- Sold out
- 101
- 636 more reduced
7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 2,064 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 28,200 | $1.30M | 0.65% | +1,807+6.8% | Added |
| Phoenix Holdings Ltd. | 28,223 | $1.30M | 0.03% | +28,223 | New |
| DoubleLine ETF Adviser LP | 28,305 | $1.30M | 0.48% | +6,269+28.4% | Added |
| Centaurus Financial, Inc. | 28,420 | $1.31M | 0.11% | −6,749−19.2% | Reduced |
| Am Investment Strategies LLC | 28,443 | $1.31M | 0.41% | +840+3.0% | Added |
| InTrack Investment Management Inc | 28,517 | $1.31M | 1.07% | +1,100+4.0% | Added |
| IFP Advisors, Inc | 25,345 | $1.31M | 0.07% | +4,345+20.7% | Added |
| Greenwood Capital Associates LLC | 28,612 | $1.32M | 0.18% | +7,772+37.3% | Added |
| Bokf, NA | 28,671 | $1.32M | 0.03% | −748−2.5% | Reduced |
| Tandem Capital Management Corp | 28,786 | $1.33M | 0.86% | −4,527−13.6% | Reduced |
| Bank Hapoalim BM | 29,050 | $1.34M | 0.19% | −5,560−16.1% | Reduced |
| HB Wealth Management, LLC | 29,209 | $1.34M | 0.02% | +2,986+11.4% | Added |
| Pinnacle Holdings, LLC | 29,269 | $1.35M | 0.60% | −117−0.4% | Reduced |
| Wolverine Asset Management LLC | 29,479 | $1.36M | 0.03% | +17,914+154.9% | Added |
| Prudent Man Advisors, LLC | 29,684 | $1.37M | 0.51% | −375−1.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 29,600 | $1.37M | 0.69% | −13,300−31.0% | Reduced |
| Meridian Investment Counsel Inc. | 29,760 | $1.37M | 0.49% | +17+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 29,889 | $1.38M | 0.05% | −2,291−7.1% | Reduced |
| Regions Financial Corp | 29,982 | $1.38M | 0.01% | −20,703−40.8% | Reduced |
| Greenleaf Trust | 30,025 | $1.38M | 0.01% | −3,473−10.4% | Reduced |
| Schechter Investment Advisors, LLC | 30,054 | $1.38M | 0.12% | −3,010−9.1% | Reduced |
| Vident Investment Advisory, LLC | 30,105 | $1.39M | 0.05% | −26,591−46.9% | Reduced |
| Shelton Capital Management | 30,163 | $1.39M | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 30,213 | $1.39M | 0.03% | +8,157+37.0% | Added |
| Culbertson A N & Co Inc | 30,299 | $1.39M | 0.27% | +190+0.6% | Added |
| Capital International Inc | 30,386 | $1.40M | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 31,094 | $1.43M | 0.17% | +10,047+47.7% | Added |
| Carret Asset Management, LLC | 31,123 | $1.43M | 0.19% | +1,084+3.6% | Added |
| Sippican Capital Advisors | 31,245 | $1.44M | 1.33% | +1,868+6.4% | Added |
| Cutler Group LP | 31,373 | $1.44M | 0.34% | −63,058−66.8% | Reduced |
| Creative Financial Designs Inc | 31,637 | $1.46M | 0.17% | +412+1.3% | Added |
| Transatlantique Private Wealth LLC | 31,873 | $1.47M | 0.77% | +526+1.7% | Added |
| Banque Pictet & Cie SA | 31,905 | $1.47M | 0.01% | −88,563−73.5% | Reduced |
| Ascent Group, LLC | 32,829 | $1.48M | 0.16% | +22,819+228.0% | Added |
| Regal Investment Advisors LLC | 32,345 | $1.49M | 0.12% | −1,215−3.6% | Reduced |
| Summit X, LLC | 32,428 | $1.49M | 0.36% | +5,217+19.2% | Added |
| Chicago Trust Co NA | 32,975 | $1.52M | 0.36% | −5,223−13.7% | Reduced |
| Armstrong Shaw Associates Inc | 33,022 | $1.52M | 1.55% | −3,016−8.4% | Reduced |
| Wisconsin Capital Management LLC | 33,175 | $1.53M | 0.99% | −16,500−33.2% | Reduced |
| Quantitative Investment Management, LLC | 33,555 | $1.54M | 0.15% | +33,555 | New |
| Comerica Securities,inc. | 33,635 | $1.55M | 0.11% | −26,940−44.5% | Reduced |
| Meeder Advisory Services, Inc. | 33,642 | $1.55M | 0.17% | +2,669+8.6% | Added |
| Lakeview Capital Partners, LLC | 33,949 | $1.56M | 0.29% | +6,890+25.5% | Added |
| Insigneo Advisory Services, LLC | 95,947 | $1.58M | 0.30% | +76,198+385.8% | Added |
| SYSTM Wealth Solutions LLC | 34,298 | $1.58M | 0.21% | −109−0.3% | Reduced |
| Jones Financial Companies LLLP | 34,717 | $1.60M | 0.00% | −4,121−10.6% | Reduced |
| IMA Wealth, Inc. | 34,773 | $1.60M | 0.41% | +1,718+5.2% | Added |
| Wintrust Investments LLC | 34,828 | $1.60M | 0.16% | −1,383−3.8% | Reduced |
| Agf Management Ltd | 34,856 | $1.60M | 0.01% | +34,856 | New |
| Solidarilty Wealth, LLC | 34,920 | $1.61M | 0.66% | +3,260+10.3% | Added |
| Pathstone Family Office, LLC | 34,673 | $1.61M | 0.02% | −1,123−3.1% | Reduced |
| Veriti Management LLC | 35,096 | $1.62M | 0.18% | −477−1.3% | Reduced |
| CWM, LLC | 35,377 | $1.63M | 0.01% | +7,357+26.3% | Added |
| Capital Asset Advisory Services LLC | 35,617 | $1.63M | 0.11% | +1,407+4.1% | Added |
| Sumitomo Life Insurance Co | 35,691 | $1.64M | 0.07% | −3,038−7.8% | Reduced |
| Qsemble Capital Management, LP | 35,700 | $1.64M | 1.17% | +35,700 | New |
| Winch Advisory Services, LLC | 35,772 | $1.65M | 0.59% | +847+2.4% | Added |
| Mountain Capital Investment Advisors, Inc | 34,843 | $1.66M | 0.63% | −10,376−22.9% | Reduced |
| Wetherby Asset Management Inc | 36,454 | $1.68M | 0.09% | −11,937−24.7% | Reduced |
| Cohen Investment Advisors LLC | 36,771 | $1.69M | 1.36% | −2,636−6.7% | Reduced |
| Atlas Private Wealth Advisors | 37,079 | $1.71M | 0.35% | +11,587+45.5% | Added |
| Two Sigma Securities, LLC | 37,210 | $1.71M | 0.14% | +20,859+127.6% | Added |
| Selway Asset Management | 37,217 | $1.71M | 0.75% | −200−0.5% | Reduced |
| SOL Capital Management CO | 37,275 | $1.72M | 0.26% | +150+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 37,282 | $1.72M | 0.11% | +546+1.5% | Added |
| Convergence Investment Partners, LLC | 37,443 | $1.72M | 0.99% | +28,247+307.2% | Added |
| Opus Investment Management Inc | 37,500 | $1.73M | 0.62% | 00.0% | Unchanged |
| Shell Asset Management Co | 37,551 | $1.73M | 0.07% | −5,497−12.8% | Reduced |
| Chiron Capital Management, LLC | 37,587 | $1.73M | 1.37% | −870−2.3% | Reduced |
| Eisler Capital (US) LLC | 37,954 | $1.75M | 0.96% | +37,954 | New |
| Alpine Woods Capital Investors, LLC | 38,141 | $1.76M | 0.27% | +4,221+12.4% | Added |
| Smith, Salley & Associates | 38,210 | $1.76M | 0.13% | +10,878+39.8% | Added |
| Horizon Investments, LLC | 39,005 | $1.78M | 0.05% | −893−2.2% | Reduced |
| Virtu Financial LLC | 39,141 | $1.80M | 0.14% | +39,141 | New |
| Quaker Capital Investments, LLC | 39,450 | $1.82M | 0.65% | 00.0% | Unchanged |
| WFA Asset Management Corp | 39,476 | $1.82M | 1.08% | +1,392+3.7% | Added |
| Triasima Portfolio Management inc. | 29,825 | $1.82M | 0.12% | −21,125−41.5% | Reduced |
| Massachusetts Wealth Management | 39,915 | $1.84M | 1.76% | +1,100+2.8% | Added |
| TD Private Client Wealth LLC | 39,980 | $1.84M | 0.08% | +1,939+5.1% | Added |
| Slagle Financial, LLC | 40,059 | $1.84M | 1.15% | +40,059 | New |
| Veritable, L.P. | 40,117 | $1.85M | 0.03% | −829−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 40,413 | $1.86M | 0.09% | −26,421−39.5% | Reduced |
| Sawtooth Solutions, LLC | 40,424 | $1.86M | 0.05% | −10,346−20.4% | Reduced |
| Bleakley Financial Group, LLC | 40,469 | $1.86M | 0.06% | +758+1.9% | Added |
| FengHe Fund Management Pte. Ltd. | 40,800 | $1.88M | 0.37% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 41,433 | $1.91M | 0.13% | +75+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 41,880 | $1.93M | 0.03% | −991−2.3% | Reduced |
| Ieq Capital, LLC | 42,041 | $1.94M | 0.04% | +2,971+7.6% | Added |
| Snowden Capital Advisors LLC | 42,154 | $1.94M | 0.07% | +2,098+5.2% | Added |
| Altrafin AG | 42,200 | $1.94M | 0.87% | +2,000+5.0% | Added |
| Freestone Capital Holdings, LLC | 42,303 | $1.95M | 0.08% | +910+2.2% | Added |
| Sunbelt Securities, Inc. | 42,649 | $1.96M | 0.28% | −165−0.4% | Reduced |
| HAP Trading, LLC | 42,767 | $1.97M | 0.56% | +30,603+251.6% | Added |
| Procyon Private Wealth Partners, LLC | 43,479 | $2.00M | 0.25% | +43,479 | New |
| Cordatus Wealth Management LLC | 43,687 | $2.01M | 0.76% | +43,687 | New |
| Bremer Bank National Association | 43,874 | $2.02M | 0.39% | −7,114−14.0% | Reduced |
| Legato Capital Management LLC | 44,245 | $2.04M | 0.28% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 44,310 | $2.04M | 0.22% | −7,418−14.3% | Reduced |
| Alberta Investment Management Corp | 44,600 | $2.05M | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 45,034 | $2.06M | 0.20% | +108+0.2% | Added |