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; 2,643 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 317 | $14.6K | 0.01% | +317 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 322 | $14.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 316 | $15.0K | 0.01% | −727−69.7% | Reduced |
| CoreFirst Bank & Trust | 332 | $15.3K | 0.01% | −909−73.2% | Reduced |
| Montag A & Associates Inc | 334 | $15.4K | 0.00% | −1,224−78.6% | Reduced |
| Truvestments Capital LLC | 342 | $15.7K | 0.01% | +332+3,320.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 344 | $15.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 353 | $16.3K | 0.01% | +37+11.7% | Added |
| Laurel Wealth Advisors LLC | 363 | $16.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 364 | $16.8K | 0.01% | +111+43.9% | Added |
| Colonial Trust Advisors | 365 | $16.8K | 0.00% | −411−53.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 369 | $17.0K | 0.01% | +369 | New |
| Steward Financial Group LLC | 372 | $17.0K | 0.01% | +372 | New |
| JJJ Advisors Inc. | 373 | $17.2K | 0.00% | +91+32.3% | Added |
| Cornerstone Planning Group LLC | 378 | $17.4K | 0.01% | +378 | New |
| Citizens National Bank Trust Department | 380 | $17.5K | 0.00% | −110−22.4% | Reduced |
| GHP Investment Advisors, Inc. | 393 | $17.5K | 0.00% | −504−56.2% | Reduced |
| AlphaMark Advisors, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 395 | $18.0K | 0.00% | +184+87.2% | Added |
| WealthPLAN Partners, LLC | 401 | $18.5K | 0.00% | +2+0.5% | Added |
| V-Square Quantitative Management LLC | 416 | $19.2K | 0.01% | +416 | New |
| Impact Partnership Wealth, LLC | 421 | $19.4K | 0.01% | +421 | New |
| Tortoise Investment Management, LLC | 431 | $19.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 435 | $20.0K | 0.00% | +3+0.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 442 | $20.4K | 0.00% | +50+12.8% | Added |
| Tompkins Financial Corp | 447 | $20.6K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 450 | $20.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $20.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 452 | $20.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 467 | $21.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 469 | $21.6K | 0.00% | +469 | New |
| ORG Partners LLC | 481 | $22.5K | 0.00% | +481 | New |
| Global Trust Asset Management, LLC | 497 | $22.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 506 | $23.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 500 | $23.0K | 0.01% | −370−42.5% | Reduced |
| Logan Capital Management Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 528 | $24.3K | 0.02% | +5+1.0% | Added |
| Financial Perspectives, Inc | 546 | $25.1K | 0.01% | 00.0% | Unchanged |
| Prostatis Group LLC | 24,152 | $25.4K | 0.01% | +24,152 | New |
| Hall Laurie J Trustee | 570 | $26.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 558 | $26.2K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 570 | $26.2K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 571 | $26.3K | 0.02% | +34+6.3% | Added |
| BDO Wealth Advisors, LLC | 574 | $26.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $27.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 602 | $27.7K | 0.01% | +82+15.8% | Added |
| First Community Trust NA | 605 | $27.9K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 607 | $27.9K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 612 | $28.2K | 0.02% | +107+21.2% | Added |
| JNBA Financial Advisors | 628 | $28.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 448 | $29.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 626 | $29.0K | 0.00% | +626 | New |
| City Holding Co | 633 | $29.1K | 0.01% | +108+20.6% | Added |
| Atlas Capital Advisors LLC | 653 | $30.1K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 640 | $30.5K | 0.02% | +640 | New |
| Sutton Wealth Advisors Inc. | 690 | $31.8K | 0.02% | −39−5.3% | Reduced |
| West Paces Advisors Inc. | 705 | $32.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 715 | $32.9K | 0.02% | +715 | New |
| Hartford Financial Management Inc. | 721 | $33.2K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $34.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $34.0K | 0.02% | +100+15.7% | Added |
| Webster Bank, N. A. | 742 | $34.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 765 | $35.2K | 0.01% | −20−2.5% | Reduced |
| Norwood Financial Corp | 794 | $36.6K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 802 | $36.9K | 0.02% | +5+0.6% | Added |
| Kozak & Associates, Inc. | 827 | $38.6K | 0.02% | +10+1.2% | Added |
| Castleview Partners, LLC | 865 | $39.8K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 867 | $39.9K | 0.01% | +249+40.3% | Added |
| AXS Investments LLC | 868 | $40.0K | 0.01% | −244−21.9% | Reduced |
| Bangor Savings Bank | 868 | $40.0K | 0.00% | −50−5.4% | Reduced |
| Financial Management Professionals, Inc. | 870 | $40.0K | 0.01% | −131−13.1% | Reduced |
| Pacifica Partners Inc. | 895 | $41.9K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 926 | $42.6K | 0.01% | +78+9.2% | Added |
| Smithfield Trust Co | 915 | $43.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 937 | $43.0K | 0.02% | +937 | New |
| Costello Asset Management, INC | 944 | $43.5K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 948 | $43.6K | 0.01% | −43−4.3% | Reduced |
| Cambridge Trust Co | 958 | $44.1K | 0.00% | −181−15.9% | Reduced |
| Fiduciary Alliance LLC | 976 | $44.9K | 0.01% | +976 | New |
| Mark Sheptoff Financial Planning, LLC | 990 | $45.6K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 998 | $45.9K | 0.03% | −33−3.2% | Reduced |
| TSFG, LLC | 992 | $46.0K | 0.02% | −106−9.7% | Reduced |
| Tucker Asset Management LLC | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $46.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,048 | $46.8K | 0.03% | +81+8.4% | Added |
| Earnest Partners LLC | 1,033 | $47.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,035 | $48.0K | 0.00% | −575−35.7% | Reduced |
| Bollard Group LLC | 1,044 | $48.0K | 0.00% | +148+16.5% | Added |
| Carolinas Wealth Consulting LLC | 1,047 | $48.2K | 0.01% | −47−4.3% | Reduced |
| Register Financial Advisors LLC | 1,050 | $48.3K | 0.03% | −359−25.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $50.6K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,102 | $50.7K | 0.01% | +368+50.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $51.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,124 | $51.7K | 0.05% | +833+286.3% | Added |
| Studio Investment Management LLC | 1,125 | $51.8K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,127 | $51.9K | 0.00% | −1,396−55.3% | Reduced |
| Founders Capital Management | 1,149 | $52.9K | 0.04% | −1,851−61.7% | Reduced |
| Column Capital Advisors, LLC | 1,150 | $52.9K | 0.01% | −6−0.5% | Reduced |