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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 4,238 | $195.1K | 0.01% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,353 | $200.4K | 0.03% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 4,362 | $200.8K | 0.01% | +4,362 | New |
| Aspen Investment Management Inc | 4,361 | $201.0K | 0.12% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,375 | $201.4K | 0.09% | −850−16.3% | Reduced |
| Carr Financial Group Corp | 4,399 | $202.5K | 0.08% | −1,930−30.5% | Reduced |
| RSM US Wealth Management LLC | 4,402 | $202.7K | 0.01% | +4,402 | New |
| Successful Portfolios LLC | 4,406 | $202.9K | 0.17% | −2,122−32.5% | Reduced |
| Waller Financial Planning Group, Inc | 4,415 | $203.3K | 0.06% | +4,415 | New |
| Accel Wealth Management | 4,421 | $203.6K | 0.11% | +1,106+33.4% | Added |
| Adell Harriman & Carpenter Inc | 4,374 | $204.4K | 0.02% | −650−12.9% | Reduced |
| Tarbox Family Office, Inc. | 4,469 | $205.8K | 0.04% | −37−0.8% | Reduced |
| Imprint Wealth LLC | 4,475 | $206.0K | 0.13% | +4,475 | New |
| IPG Investment Advisors LLC | 4,477 | $206.1K | 0.04% | −150−3.2% | Reduced |
| ABN AMRO Bank N.V. | 4,501 | $207.1K | 0.00% | −13,218−74.6% | Reduced |
| Gs Investments, Inc. | 4,499 | $207.1K | 0.11% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,500 | $207.2K | 0.14% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,502 | $207.3K | 0.05% | −1,628−26.6% | Reduced |
| MONECO Advisors, LLC | 4,509 | $207.6K | 0.06% | +27+0.6% | Added |
| NTV Asset Management LLC | 4,527 | $208.4K | 0.04% | +4,527 | New |
| Alpha Family Trust | 4,560 | $209.9K | 0.15% | +4,560 | New |
| First National Bank of Omaha | 4,562 | $210.0K | 0.01% | −693−13.2% | Reduced |
| First National Bank of South Miami | 4,567 | $210.3K | 0.17% | −757−14.2% | Reduced |
| Navellier & Associates Inc | 4,600 | $211.8K | 0.04% | +4,600 | New |
| Wealth Effects LLC | 4,615 | $212.5K | 0.09% | +4,615 | New |
| Keystone Financial Group | 4,643 | $213.8K | 0.04% | +4,643 | New |
| Almitas Capital LLC | 4,500 | $214.5K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,682 | $215.5K | 0.02% | +4,682 | New |
| Sightline Wealth Advisors, LLC | 4,606 | $216.0K | 0.21% | 00.0% | Unchanged |
| Summitry LLC | 4,701 | $216.4K | 0.01% | −354−7.0% | Reduced |
| Everett Harris & Co | 4,711 | $216.9K | 0.00% | +4,711 | New |
| Levin Capital Strategies, L.P. | 4,715 | $217.1K | 0.03% | −100−2.1% | Reduced |
| Lantz Financial LLC | 4,735 | $218.0K | 0.09% | +380+8.7% | Added |
| VeraBank, N.A. | 4,790 | $220.5K | 0.08% | −399−7.7% | Reduced |
| HM Payson & Co | 4,792 | $220.6K | 0.00% | −41,197−89.6% | Reduced |
| Foster & Motley Inc | 4,827 | $222.0K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,823 | $222.0K | 0.04% | +3+0.1% | Added |
| Old North State Trust, LLC | 4,844 | $223.0K | 0.16% | −382−7.3% | Reduced |
| Buckingham Strategic Partners | 4,866 | $224.1K | 0.01% | +4,866 | New |
| Essex Savings Bank | 4,871 | $224.3K | 0.07% | +224+4.8% | Added |
| Donald L. Hagan, LLC | 4,882 | $224.8K | 0.13% | −86−1.7% | Reduced |
| First Foundation Advisors | 4,901 | $225.6K | 0.01% | +4,901 | New |
| Partners Capital Investment Group, LLP | 4,905 | $225.8K | 0.00% | +1,756+55.8% | Added |
| PFS Investments Inc. | 4,927 | $227.0K | 0.00% | +4,927 | New |
| Telemus Capital, LLC | 4,944 | $227.6K | 0.02% | +56+1.1% | Added |
| Capital Investment Advisory Services, LLC | 4,947 | $227.8K | 0.02% | −861−14.8% | Reduced |
| Prentice Wealth Management LLC | 4,948 | $227.8K | 0.10% | −388−7.3% | Reduced |
| Bank Ozk | 4,954 | $228.1K | 0.11% | +4,954 | New |
| Gilbert & Cook, Inc. | 4,967 | $228.7K | 0.04% | +534+12.0% | Added |
| Bradley Foster & Sargent Inc | 4,976 | $229.1K | 0.00% | +669+15.5% | Added |
| Ethos Financial Group, LLC | 4,894 | $229.5K | 0.08% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,000 | $230.2K | 0.05% | −100−2.0% | Reduced |
| EJF Capital LLC | 5,000 | $230.2K | 0.11% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $230.2K | 0.05% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 5,008 | $231.0K | 0.12% | +5,008 | New |
| Lifestyle Asset Management, Inc. | 5,018 | $231.0K | 0.14% | +5,018 | New |
| L2 Asset Management, LLC | 5,020 | $231.1K | 0.11% | +399+8.6% | Added |
| Clear Street Markets LLC | 5,044 | $232.0K | 0.10% | −1,254−19.9% | Reduced |
| Glen Eagle Advisors, LLC | 5,338 | $232.4K | 0.05% | −1,736−24.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,078 | $233.8K | 0.02% | +5,078 | New |
| Cohen & Steers, Inc. | 5,075 | $234.0K | 0.00% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,093 | $234.5K | 0.11% | −8,008−61.1% | Reduced |
| Alta Advisers Ltd | 5,100 | $234.8K | 0.13% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 5,100 | $234.8K | 0.12% | −96−1.8% | Reduced |
| Orca Investment Management, LLC | 5,129 | $236.1K | 0.26% | −15−0.3% | Reduced |
| Avestar Capital, LLC | 5,147 | $237.0K | 0.04% | +5,147 | New |
| EverSource Wealth Advisors, LLC | 5,169 | $238.0K | 0.03% | −219−4.1% | Reduced |
| Avidian Wealth Solutions, LLC | 5,193 | $239.1K | 0.02% | +5,193 | New |
| Ameritas Advisory Services, LLC | 5,232 | $239.3K | 0.03% | −11,380−68.5% | Reduced |
| SJS Investment Consulting Inc. | 5,216 | $240.1K | 0.06% | +42+0.8% | Added |
| Samalin Investment Counsel, LLC | 5,220 | $240.3K | 0.13% | −962−15.6% | Reduced |
| Pointe Capital Management LLC | 5,221 | $240.4K | 0.18% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,229 | $240.7K | 0.06% | −18−0.3% | Reduced |
| Hayek Kallen Investment Management | 5,227 | $241.0K | 0.10% | +14+0.3% | Added |
| Dorchester Wealth Management Co | 5,240 | $241.3K | 0.05% | −1,050−16.7% | Reduced |
| InterOcean Capital Group, LLC | 5,303 | $244.2K | 0.01% | −679−11.4% | Reduced |
| Richwood Investment Advisors, LLC | 5,326 | $245.2K | 0.24% | −809−13.2% | Reduced |
| Allied Investment Advisors, LLC | 5,335 | $245.6K | 0.07% | +960+21.9% | Added |
| Fortune Financial Advisors, LLC | 5,339 | $245.8K | 0.18% | +5,339 | New |
| C2C Wealth Management, LLC | 5,322 | $246.0K | 0.03% | −242−4.3% | Reduced |
| Hills Bank & Trust Co | 5,347 | $246.2K | 0.03% | −16,851−75.9% | Reduced |
| Independence Bank of Kentucky | 5,348 | $246.2K | 0.10% | −1,000−15.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,382 | $247.8K | 0.05% | −552−9.3% | Reduced |
| Knightsbridge Asset Management, LLC | 5,460 | $251.0K | 0.08% | −5,336−49.4% | Reduced |
| GraniteShares Advisors LLC | 5,460 | $251.4K | 0.23% | +5,460 | New |
| Wealthsource Partners, LLC | 5,470 | $251.8K | 0.02% | +464+9.3% | Added |
| Integrity Financial Corp | 5,483 | $252.4K | 0.19% | −95−1.7% | Reduced |
| Shepherd Financial Partners LLC | 5,521 | $254.2K | 0.04% | +181+3.4% | Added |
| DDD Partners, LLC | 5,533 | $254.7K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,558 | $255.9K | 0.06% | +96+1.8% | Added |
| Associated Banc-Corp | 5,569 | $256.4K | 0.01% | −174−3.0% | Reduced |
| Accurate Wealth Management, LLC | 5,606 | $256.6K | 0.08% | −199−3.4% | Reduced |
| CFM Wealth Partners LLC | 5,574 | $256.6K | 0.06% | −419−7.0% | Reduced |
| Allstate Corp | 5,575 | $256.7K | 0.02% | +1,111+24.9% | Added |
| Edge Capital Group, LLC | 5,618 | $258.7K | 0.01% | +3,676+189.3% | Added |
| Prossimo Advisors, LLC | 5,630 | $259.0K | 0.25% | +5,630 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,639 | $259.6K | 0.05% | +106+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,646 | $259.9K | 0.05% | +5,646 | New |
| Morris Retirement Advisors, LLC | 5,655 | $260.3K | 0.18% | +213+3.9% | Added |
| Ignite Planners, LLC | 5,692 | $260.4K | 0.10% | +345+6.5% | Added |