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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 44,861 | $2.06M | 0.03% | +13,567+43.4% | Added |
| Boston Private Wealth LLC | 44,898 | $2.07M | 0.04% | −5,128−10.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 45,000 | $2.07M | 0.05% | −20,665−31.5% | Reduced |
| Ossiam | 45,442 | $2.09M | 0.04% | −1,148,893−96.2% | Reduced |
| Insight Advisors, LLC | 45,491 | $2.09M | 0.47% | −79−0.2% | Reduced |
| Columbia Asset Management | 45,572 | $2.10M | 0.45% | +831+1.9% | Added |
| Vestcor Inc | 45,632 | $2.10M | 0.08% | −115−0.3% | Reduced |
| Equitable Holdings, Inc. | 45,703 | $2.10M | 0.03% | −250−0.5% | Reduced |
| Green Square Capital Advisors LLC | 45,778 | $2.11M | 0.27% | +2,605+6.0% | Added |
| Beach Investment Counsel Inc | 45,789 | $2.11M | 0.25% | −1,298−2.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 46,106 | $2.12M | 0.58% | −1,903−4.0% | Reduced |
| Moody National Bank Trust Division | 46,141 | $2.12M | 0.15% | +245+0.5% | Added |
| KMG Fiduciary Partners, LLC | 46,471 | $2.14M | 0.28% | +9,256+24.9% | Added |
| Sowell Financial Services LLC | 46,932 | $2.16M | 0.12% | +6,078+14.9% | Added |
| Longfellow Investment Management Co LLC | 46,938 | $2.16M | 0.50% | +1,911+4.2% | Added |
| Focused Wealth Management, Inc | 47,056 | $2.17M | 0.39% | +115+0.2% | Added |
| Diversified Trust Co | 47,345 | $2.18M | 0.08% | +8,326+21.3% | Added |
| Apollon Wealth Management, LLC | 47,359 | $2.18M | 0.11% | +3,952+9.1% | Added |
| Lincluden Management Ltd | 47,471 | $2.19M | 0.25% | +42+0.1% | Added |
| Maltese Capital Management LLC | 47,500 | $2.19M | 0.76% | +5,000+11.8% | Added |
| Cetera Advisors LLC | 47,672 | $2.19M | 0.03% | −179−0.4% | Reduced |
| Courier Capital LLC | 47,906 | $2.21M | 0.17% | +2,850+6.3% | Added |
| Pitcairn Co | 47,919 | $2.21M | 0.19% | −13,402−21.9% | Reduced |
| Miracle Mile Advisors, LLC | 48,281 | $2.22M | 0.07% | +215+0.4% | Added |
| Alaska Permanent Fund Corp | 48,300 | $2.22M | 0.04% | +48,300 | New |
| Pinkerton Retirement Specialists, LLC | 48,445 | $2.23M | 0.44% | +3,165+7.0% | Added |
| Compass Wealth Management LLC | 48,500 | $2.23M | 0.67% | +14,550+42.9% | Added |
| Paradigm Asset Management Co LLC | 48,600 | $2.24M | 0.60% | +48,600 | New |
| Romano Brothers and Company | 48,645 | $2.24M | 0.33% | −524−1.1% | Reduced |
| Advisory Services Network, LLC | 48,938 | $2.25M | 0.06% | −1,382−2.7% | Reduced |
| SeaBridge Investment Advisors LLC | 48,980 | $2.26M | 0.74% | −1,177−2.3% | Reduced |
| Independent Advisor Alliance | 49,599 | $2.28M | 0.10% | +1,072+2.2% | Added |
| Sandy Spring Bank | 49,859 | $2.30M | 0.12% | −2,569−4.9% | Reduced |
| Cary Street Partners Asset Management LLC | 50,061 | $2.30M | 0.43% | −673−1.3% | Reduced |
| Richard Bernstein Advisors LLC | 50,122 | $2.31M | 0.05% | −33,677−40.2% | Reduced |
| Tower Research Capital LLC (TRC) | 50,331 | $2.32M | 0.08% | +26,957+115.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 50,558 | $2.33M | 0.64% | +119+0.2% | Added |
| Meitav Dash Investments Ltd | 50,862 | $2.35M | 0.02% | +25,836+103.2% | Added |
| Roanoke Asset Management Corp | 51,358 | $2.37M | 0.94% | +4,616+9.9% | Added |
| MSD Partners, L.P. | 52,012 | $2.39M | 0.22% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 52,078 | $2.40M | 0.03% | −948−1.8% | Reduced |
| Andra AP-fonden | 52,100 | $2.40M | 0.06% | +22,200+74.2% | Added |
| YHB Investment Advisors, Inc. | 52,151 | $2.40M | 0.22% | +886+1.7% | Added |
| United Services Automobile Association | 52,389 | $2.41M | 0.07% | +627+1.2% | Added |
| Salem Investment Counselors Inc | 52,742 | $2.43M | 0.09% | −1,351−2.5% | Reduced |
| Continental Advisors LLC | 53,282 | $2.45M | 2.17% | +12,500+30.7% | Added |
| Ashton Thomas Private Wealth, LLC | 53,305 | $2.45M | 0.19% | +1,012+1.9% | Added |
| Farmers & Merchants Investments Inc | 53,332 | $2.46M | 0.09% | +2,774+5.5% | Added |
| Scott & Selber, Inc. | 53,336 | $2.46M | 0.96% | −471−0.9% | Reduced |
| Perpetual Ltd | 53,431 | $2.46M | 0.02% | +5,389+11.2% | Added |
| Bailard, Inc. | 53,500 | $2.46M | 0.09% | +2,259+4.4% | Added |
| 1832 Asset Management L.P. | 53,574 | $2.47M | 0.00% | +9,199+20.7% | Added |
| Hantz Financial Services, Inc. | 53,579 | $2.47M | 0.06% | +478+0.9% | Added |
| Landscape Capital Management, L.L.C. | 53,727 | $2.47M | 0.33% | +53,727 | New |
| CIBC Private Wealth Group, LLC | 53,822 | $2.48M | 0.01% | +4,600+9.3% | Added |
| Baker Tilly Wealth Management, LLC | 53,937 | $2.48M | 0.26% | +974+1.8% | Added |
| Elgethun Capital Management | 54,239 | $2.50M | 0.75% | +1,467+2.8% | Added |
| Prospera Financial Services Inc | 55,025 | $2.53M | 0.10% | +195+0.4% | Added |
| CTC LLC | 56,498 | $2.60M | 0.03% | −192,878−77.3% | Reduced |
| Pacific Global Investment Management CO | 56,500 | $2.60M | 0.54% | +412+0.7% | Added |
| Poehling Capital Management, LLC | 57,087 | $2.63M | 0.89% | +3,295+6.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 57,142 | $2.63M | 2.17% | +100+0.2% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 57,695 | $2.66M | 3.36% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 58,268 | $2.68M | 0.96% | +740+1.3% | Added |
| Vinva Investment Management Ltd | 58,721 | $2.72M | 0.24% | −6,645−10.2% | Reduced |
| Argent Trust Co | 59,177 | $2.72M | 0.15% | +7,453+14.4% | Added |
| Ritholtz Wealth Management | 59,419 | $2.74M | 0.12% | +10,379+21.2% | Added |
| Clarity Wealth Advisors, LLC | 59,912 | $2.76M | 1.24% | +4,995+9.1% | Added |
| First Interstate Bank | 60,126 | $2.77M | 0.23% | −1,714−2.8% | Reduced |
| Toroso Investments, LLC | 60,259 | $2.77M | 0.08% | +10,699+21.6% | Added |
| Vestmark Advisory Solutions, Inc. | 60,290 | $2.78M | 0.11% | −575−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 60,384 | $2.78M | 0.10% | +8,821+17.1% | Added |
| Manhattan West Asset Management, LLC | 60,781 | $2.80M | 1.04% | +14,941+32.6% | Added |
| Steward Partners Investment Advisory, LLC | 60,830 | $2.80M | 0.04% | −536−0.9% | Reduced |
| Everence Capital Management Inc | 63,306 | $2.81M | 0.23% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 61,021 | $2.81M | 1.96% | −3,981−6.1% | Reduced |
| Capital International Sarl | 61,183 | $2.82M | 0.13% | +1,347+2.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 61,407 | $2.83M | 0.07% | +524+0.9% | Added |
| Gifford Fong Associates | 61,471 | $2.83M | 0.66% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 61,566 | $2.83M | 2.19% | +1,400+2.3% | Added |
| Karpas Strategies, LLC | 61,773 | $2.84M | 0.96% | +162+0.3% | Added |
| Cornercap Investment Counsel Inc | 62,067 | $2.86M | 0.50% | −2,942−4.5% | Reduced |
| Empirical Finance, LLC | 62,575 | $2.88M | 0.22% | +6,473+11.5% | Added |
| Northeast Financial Consultants Inc | 62,826 | $2.89M | 0.18% | −1,054−1.6% | Reduced |
| DFPG Investments, LLC | 61,019 | $2.90M | 0.26% | +2,777+4.8% | Added |
| Adviser Investments LLC | 63,587 | $2.93M | 0.06% | +63,587 | New |
| Advisory Resource Group | 64,044 | $2.95M | 0.80% | +2,513+4.1% | Added |
| Wasatch Advisors Inc | 64,382 | $2.96M | 0.02% | −2,000−3.0% | Reduced |
| Richard P Slaughter Associates Inc | 64,567 | $2.97M | 0.86% | +446+0.7% | Added |
| MAI Capital Management | 66,047 | $3.04M | 0.04% | −12,371−15.8% | Reduced |
| Raymond James Trust N.A. | 66,164 | $3.05M | 0.09% | −1,072−1.6% | Reduced |
| Umb Bank N A | 66,732 | $3.07M | 0.05% | +1,355+2.1% | Added |
| Wedbush Securities Inc | 66,875 | $3.08M | 0.15% | −6,285−8.6% | Reduced |
| Valeo Financial Advisors, LLC | 66,946 | $3.08M | 0.14% | −986−1.5% | Reduced |
| Capital International Ltd | 67,385 | $3.10M | 0.17% | 00.0% | Unchanged |
| Cipher Capital LP | 67,685 | $3.12M | 0.53% | +67,685 | New |
| Eagle Rock Investment Company, LLC | 67,566 | $3.13M | 0.67% | −6,208−8.4% | Reduced |
| Stansberry Asset Management, LLC | 68,932 | $3.17M | 0.58% | +40,099+139.1% | Added |
| Altrius Capital Management Inc | 69,025 | $3.18M | 0.94% | +1,499+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 69,883 | $3.22M | 0.24% | +965+1.4% | Added |