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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 5,661 | $260.6K | 0.24% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,669 | $261.0K | 0.02% | −278−4.7% | Reduced |
| Rational Advisors LLC | 5,684 | $261.7K | 0.02% | +4,856+586.5% | Added |
| Lewis Capital Management, LLC | 5,718 | $263.3K | 0.38% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,733 | $263.9K | 0.08% | +1,181+25.9% | Added |
| Wallace Advisory Group, LLC | 5,643 | $264.6K | 0.20% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 5,784 | $266.3K | 0.14% | +161+2.9% | Added |
| Inscription Capital, LLC | 5,797 | $266.9K | 0.08% | −250−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,801 | $267.1K | 0.01% | −286−4.7% | Reduced |
| IFG Advisors, LLC | 5,813 | $267.7K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,869 | $271.0K | 0.01% | −863−12.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,928 | $273.0K | 0.08% | −20.0% | Reduced |
| Family Legacy, Inc. | 5,936 | $273.3K | 0.11% | +50+0.8% | Added |
| Koss-Olinger Consulting, LLC | 5,962 | $274.0K | 0.03% | +66+1.1% | Added |
| First Dallas Securities Inc. | 5,965 | $275.0K | 0.15% | −1,997−25.1% | Reduced |
| Advisory Research Inc | 5,988 | $275.7K | 0.04% | +5,988 | New |
| Moneta Group Investment Advisors LLC | 5,991 | $275.8K | 0.01% | −1,479−19.8% | Reduced |
| Pinnacle Bancorp, Inc. | 6,003 | $276.4K | 0.09% | +922+18.1% | Added |
| Keudell/Morrison Wealth Management | 6,017 | $277.0K | 0.08% | +10.0% | Added |
| Brandywine Oak Private Wealth LLC | 6,022 | $277.3K | 0.03% | −119−1.9% | Reduced |
| Monticello Wealth Management, LLC | 6,033 | $277.8K | 0.03% | −43,140−87.7% | Reduced |
| West Family Investments, Inc. | 6,035 | $277.9K | 0.11% | +6,035 | New |
| Stevens Capital Management LP | 6,079 | $280.0K | 0.06% | +6,079 | New |
| Geneos Wealth Management Inc. | 6,086 | $280.2K | 0.01% | +74+1.2% | Added |
| Requisite Capital Management, LLC | 6,087 | $280.2K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,102 | $281.0K | 0.03% | +1,254+25.9% | Added |
| Hodges Capital Management Inc. | 0 | $283.0K | 0.02% | −6,008−100.0% | Reduced |
| Pacific Center for Financial Services | 6,150 | $283.1K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,160 | $283.6K | 0.10% | −218−3.4% | Reduced |
| Northern Oak Wealth Management Inc | 6,169 | $284.0K | 0.03% | −917−12.9% | Reduced |
| Zions Bancorporation, N.A. | 6,170 | $284.1K | 0.02% | −1,248−16.8% | Reduced |
| Quent Capital, LLC | 6,170 | $284.1K | 0.04% | +231+3.9% | Added |
| Marcum Wealth, LLC | 6,205 | $285.7K | 0.03% | +95+1.6% | Added |
| Centiva Capital, LP | 6,217 | $286.2K | 0.01% | −44,077−87.6% | Reduced |
| Cladis Investment Advisory, LLC | 6,231 | $286.9K | 0.25% | 00.0% | Unchanged |
| X-Square Capital, LLC | 6,234 | $287.0K | 0.19% | +48+0.8% | Added |
| ARS Wealth Advisors Group, LLC | 6,235 | $287.1K | 0.05% | −4,324−41.0% | Reduced |
| Icon Wealth Partners, LLC | 6,236 | $287.1K | 0.03% | −70−1.1% | Reduced |
| Gradient Investments LLC | 6,254 | $287.9K | 0.01% | +1,991+46.7% | Added |
| Seelaus Asset Management LLC | 6,256 | $288.0K | 0.23% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 6,265 | $288.5K | 0.18% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 6,314 | $290.7K | 0.07% | +145+2.4% | Added |
| Cottage Street Advisors LLC | 6,356 | $292.6K | 0.21% | −398−5.9% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 6,366 | $293.1K | 0.10% | −365−5.4% | Reduced |
| Eads & Heald Wealth Management | 6,382 | $294.0K | 0.14% | −576−8.3% | Reduced |
| Wealth Management Partners, LLC | 6,399 | $294.6K | 0.19% | −115−1.8% | Reduced |
| Cowa, LLC | 6,400 | $294.7K | 0.19% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,413 | $295.2K | 0.04% | +194+3.1% | Added |
| Mirabella Financial Services LLP | 6,415 | $295.3K | 0.03% | +6,415 | New |
| Jeppson Wealth Management, LLC | 6,418 | $295.5K | 0.13% | +61+1.0% | Added |
| Fusion Capital, LLC | 6,455 | $297.2K | 0.17% | +126+2.0% | Added |
| Beta Wealth Group, Inc. | 6,500 | $299.3K | 0.17% | +700+12.1% | Added |
| Mather Group, LLC. | 6,501 | $299.3K | 0.00% | +6,501 | New |
| Northern Financial Advisors Inc | 6,509 | $299.7K | 0.26% | +1,446+28.6% | Added |
| Shapiro Capital Management LLC | 6,520 | $300.2K | 0.01% | 00.0% | Unchanged |
| Baxter Bros Inc | 6,520 | $300.2K | 0.04% | −711−9.8% | Reduced |
| Altfest L J & Co Inc | 6,529 | $301.0K | 0.05% | +192+3.0% | Added |
| Breakwater Capital Group | 6,541 | $301.1K | 0.11% | +451+7.4% | Added |
| Voya Financial Advisors, Inc. | 6,510 | $301.3K | 0.04% | +159+2.5% | Added |
| Janney Capital Management LLC | 6,575 | $303.0K | 0.02% | −16−0.2% | Reduced |
| Cim Investment Mangement Inc | 6,605 | $304.1K | 0.10% | +15+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 6,644 | $305.9K | 0.15% | +6,644 | New |
| FourThought Financial Partners, LLC | 6,651 | $306.2K | 0.04% | −519−7.2% | Reduced |
| LJI Wealth Management, LLC | 6,662 | $306.7K | 0.09% | −249−3.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,651 | $307.0K | 0.04% | −762−10.3% | Reduced |
| Laidlaw Wealth Management LLC | 6,673 | $307.2K | 0.06% | +1,903+39.9% | Added |
| Jmac Enterprises LLC | 6,696 | $308.3K | 0.08% | −16−0.2% | Reduced |
| Marino, Stram & Associates LLC | 6,698 | $308.4K | 0.09% | +84+1.3% | Added |
| Vanguard Capital Wealth Advisors | 6,735 | $310.1K | 0.28% | +82+1.2% | Added |
| Virtue Capital Management, LLC | 6,673 | $312.3K | 0.05% | −1,793−21.2% | Reduced |
| Summit Financial, LLC | 6,804 | $313.3K | 0.02% | +507+8.1% | Added |
| Integrated Investment Consultants, LLC | 6,860 | $315.8K | 0.10% | +1,785+35.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,860 | $315.8K | 0.21% | −325−4.5% | Reduced |
| Vicus Capital | 6,881 | $316.8K | 0.03% | −536−7.2% | Reduced |
| Calton & Associates, Inc. | 6,889 | $317.2K | 0.15% | −471−6.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,910 | $318.1K | 0.03% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 6,911 | $318.2K | 0.56% | +6,911 | New |
| Aurora Private Wealth, Inc. | 6,925 | $319.0K | 0.36% | −173−2.4% | Reduced |
| Parcion Private Wealth LLC | 6,953 | $320.1K | 0.03% | −20.0% | Reduced |
| WBI Investments | 6,965 | $320.7K | 0.06% | −73,922−91.4% | Reduced |
| Legacy Advisors, LLC | 6,974 | $321.1K | 0.05% | −204−2.8% | Reduced |
| Sherbrooke Park Advisers LLC | 7,000 | $322.3K | 0.17% | +7,000 | New |
| Dynamic Advisor Solutions LLC | 7,004 | $322.5K | 0.02% | −1,142−14.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 7,050 | $324.6K | 0.18% | −1,700−19.4% | Reduced |
| Wall Street Access Asset Management, LLC | 7,124 | $328.0K | 0.19% | +20.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,210 | $329.6K | 0.15% | −4,470−38.3% | Reduced |
| Xcel Wealth Management, LLC | 7,214 | $332.1K | 0.10% | +9+0.1% | Added |
| TrinityPoint Wealth, LLC | 7,216 | $332.2K | 0.06% | 00.0% | Unchanged |
| Seven Mile Advisory | 7,249 | $333.7K | 0.39% | +7,249 | New |
| DCF Advisers, LLC | 7,250 | $333.8K | 0.23% | – | – |
| Nemes Rush Group LLC | 7,273 | $334.8K | 0.06% | +7,273 | New |
| Focus Financial Network, Inc. | 7,310 | $336.6K | 0.02% | −1,383−15.9% | Reduced |
| NorthRock Partners, LLC | 7,326 | $337.3K | 0.04% | −1,661−18.5% | Reduced |
| 9258 Wealth Management, LLC | 7,397 | $340.6K | 0.06% | +109+1.5% | Added |
| Lakewood Asset Management LLC | 7,404 | $340.9K | 0.27% | +45+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 7,416 | $341.4K | 0.15% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,420 | $341.6K | 0.05% | +880+13.5% | Added |
| Cozad Asset Management Inc | 7,435 | $342.3K | 0.04% | −26,762−78.3% | Reduced |
| Chapin Davis, Inc. | 7,476 | $344.2K | 0.16% | −35−0.5% | Reduced |
| Claro Advisors LLC | 7,487 | $344.7K | 0.09% | +172+2.4% | Added |