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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 1,168 | $53.7K | 0.01% | −755−39.3% | Reduced |
| Core Alternative Capital | 1,184 | $54.5K | 0.01% | −213−15.2% | Reduced |
| ICA Group Wealth Management, LLC | 1,191 | $54.8K | 0.01% | −7,262−85.9% | Reduced |
| Emfo, LLC | 1,200 | $55.2K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,239 | $57.0K | 0.03% | +203+19.6% | Added |
| St Germain D J Co Inc | 1,263 | $58.1K | 0.00% | +1,263 | New |
| Peoples Financial Services Corp. | 1,386 | $63.8K | 0.03% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,461 | $67.3K | 0.04% | +1,461 | New |
| JCIC Asset Management Inc. | 1,480 | $68.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,483 | $68.3K | 0.03% | +39+2.7% | Added |
| Colonial Trust Co | 1,485 | $68.4K | 0.02% | +200+15.6% | Added |
| SOA Wealth Advisors, LLC. | 1,498 | $69.0K | 0.02% | +6+0.4% | Added |
| CKW Financial Group | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,520 | $70.0K | 0.03% | +110+7.8% | Added |
| Avion Wealth | 1,546 | $70.0K | 0.02% | +103+7.1% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $72.7K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,587 | $73.0K | 0.03% | +11+0.7% | Added |
| Marathon Trading Investment Management LLC | 1,600 | $73.7K | 0.05% | −9,090−85.0% | Reduced |
| PFS Partners, LLC | 1,629 | $75.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,643 | $75.7K | 0.01% | +248+17.8% | Added |
| Trust Co | 1,662 | $76.5K | 0.01% | +145+9.6% | Added |
| West Tower Group, LLC | 1,674 | $77.1K | 0.06% | +1,674 | New |
| First Command Bank | 1,687 | $77.7K | 0.01% | +40+2.4% | Added |
| First Command Financial Services, Inc. | 1,687 | $77.7K | 0.01% | +40+2.4% | Added |
| Sittner & Nelson, LLC | 1,709 | $78.7K | 0.04% | −3,200−65.2% | Reduced |
| Washington Trust Co | 1,717 | $79.1K | 0.00% | −641−27.2% | Reduced |
| Granite FO LLC | 1,730 | $79.6K | 0.05% | −2,084−54.6% | Reduced |
| Trifecta Capital Advisors, LLC | 1,817 | $83.7K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,840 | $84.7K | 0.01% | +272+17.3% | Added |
| Monetary Management Group Inc | 1,895 | $87.2K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,970 | $89.1K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,964 | $90.4K | 0.01% | −27−1.4% | Reduced |
| Winmill & Co. Inc | 2,000 | $92.1K | 0.03% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 2,000 | $92.1K | 0.05% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 2,057 | $95.0K | 0.08% | −122−5.6% | Reduced |
| PFG Private Wealth Management, LLC | 2,109 | $97.1K | 0.06% | +78+3.8% | Added |
| Prestige Wealth Management Group LLC | 2,126 | $97.9K | 0.02% | +106+5.2% | Added |
| Duncker Streett & Co Inc | 2,160 | $99.4K | 0.02% | −822−27.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $103.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,267 | $104.4K | 0.02% | −262−10.4% | Reduced |
| Financial Connections Group, Inc. | 2,289 | $105.0K | 0.07% | +2,275+16,250.0% | Added |
| Belmont Capital, LLC | 2,282 | $105.1K | 0.06% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,291 | $105.5K | 0.03% | −81−3.4% | Reduced |
| Eagle Bay Advisors LLC | 2,303 | $106.1K | 0.06% | −820−26.3% | Reduced |
| Clearview Wealth Advisors LLC | 2,317 | $106.7K | 0.11% | +10+0.4% | Added |
| JFS Wealth Advisors, LLC | 2,319 | $106.8K | 0.01% | −17−0.7% | Reduced |
| Acropolis Investment Management, LLC | 2,323 | $107.0K | 0.01% | −2−0.1% | Reduced |
| Ancora Advisors, LLC | 2,364 | $108.8K | 0.00% | −725−23.5% | Reduced |
| State of Wyoming | 2,371 | $109.2K | 0.03% | +2,371 | New |
| SRS Capital Advisors, Inc. | 2,391 | $110.1K | 0.01% | +34+1.4% | Added |
| DuPont Capital Management Corp | 2,419 | $111.4K | 0.01% | −4,335−64.2% | Reduced |
| Harbor Investment Advisory, LLC | 2,455 | $113.0K | 0.02% | −182−6.9% | Reduced |
| Savior LLC | 2,498 | $115.0K | 0.47% | −28,244−91.9% | Reduced |
| Wellington Shields Capital Management, LLC | 2,504 | $115.3K | 0.01% | +238+10.5% | Added |
| Washington Trust Advisors, Inc. | 2,625 | $120.9K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,630 | $121.1K | 0.11% | +2,630 | New |
| Haverford Trust Co | 2,653 | $122.1K | 0.00% | +2,653 | New |
| Options Solutions, LLC | 2,657 | $122.3K | 0.12% | +2,657 | New |
| West Branch Capital LLC | 2,672 | $123.0K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,710 | $124.8K | 0.01% | −455−14.4% | Reduced |
| GeoWealth Management, LLC | 2,764 | $127.0K | 0.01% | −16−0.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,755 | $127.0K | 0.03% | +1,847+203.4% | Added |
| City State Bank | 2,875 | $132.0K | 0.07% | +1,015+54.6% | Added |
| Silvant Capital Management LLC | 2,906 | $133.8K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,908 | $134.0K | 0.03% | −40−1.4% | Reduced |
| Hanson & Doremus Investment Management | 2,944 | $136.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,050 | $140.4K | 0.00% | +172+6.0% | Added |
| Western Pacific Wealth Management, LP | 3,124 | $143.8K | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,190 | $146.9K | 0.00% | −24,806−88.6% | Reduced |
| Boyd Watterson Asset Management LLC | 3,265 | $150.3K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,266 | $150.4K | 0.10% | −134−3.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,355 | $154.5K | 0.10% | +1,400+71.6% | Added |
| Strengthening Families & Communities, LLC | 3,365 | $155.0K | 0.07% | +3,365 | New |
| Grove Bank & Trust | 3,379 | $155.6K | 0.03% | +220+7.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,434 | $158.1K | 0.08% | −252−6.8% | Reduced |
| Central Trust Co | 3,519 | $162.0K | 0.00% | −374−9.6% | Reduced |
| Trust Co of Vermont | 3,548 | $163.3K | 0.01% | −1,886−34.7% | Reduced |
| TCTC Holdings, LLC | 3,572 | $164.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,644 | $167.8K | 0.06% | +88+2.5% | Added |
| One River Asset Management, LLC | 3,649 | $168.9K | 0.13% | −5,315−59.3% | Reduced |
| Valley National Advisers Inc | 3,702 | $171.0K | 0.03% | +27+0.7% | Added |
| Anchor Investment Management, LLC | 3,734 | $171.9K | 0.02% | −1,574−29.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,768 | $173.0K | 0.00% | −4,800−56.0% | Reduced |
| Harbour Investments, Inc. | 3,841 | $176.9K | 0.01% | −1,506−28.2% | Reduced |
| Castleark Management LLC | 3,844 | $177.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,931 | $181.0K | 0.02% | +748+23.5% | Added |
| Ten Capital Wealth Advisors, LLC | 3,972 | $182.0K | 0.05% | +3,456+669.8% | Added |
| Roble, Belko & Company, Inc | 4,000 | $184.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,000 | $184.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,023 | $185.2K | 0.02% | −1,858−31.6% | Reduced |
| Lansing Street Advisors | 4,047 | $186.3K | 0.11% | +4,017+13,390.0% | Added |
| Atlantic Trust, LLC | 4,000 | $187.4K | 0.06% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,090 | $188.0K | 0.24% | +300+7.9% | Added |
| Rosenberg Matthew Hamilton | 4,101 | $188.8K | 0.06% | −271−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,102 | $188.9K | 0.01% | +1,218+42.2% | Added |
| Crewe Advisors LLC | 4,120 | $189.7K | 0.03% | +164+4.1% | Added |
| Tradition Wealth Management, LLC | 4,127 | $190.0K | 0.02% | −7,305−63.9% | Reduced |
| Endurance Wealth Management, Inc. | 4,152 | $191.0K | 0.03% | +50+1.2% | Added |
| Covestor Ltd | 4,172 | $193.0K | 0.15% | +363+9.5% | Added |
| Raleigh Capital Management Inc. | 4,229 | $194.7K | 0.10% | −152−3.5% | Reduced |