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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 7,515 | $346.0K | 0.12% | +7,515 | New |
| Western Wealth Management, LLC | 7,516 | $346.1K | 0.03% | −1,216−13.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,577 | $346.3K | 0.06% | +1,602+26.8% | Added |
| IHT Wealth Management, LLC | 7,538 | $347.1K | 0.02% | −387−4.9% | Reduced |
| Delta Asset Management LLC | 7,548 | $347.5K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 7,594 | $349.7K | 0.03% | −259−3.3% | Reduced |
| Laffer Tengler Investments | 7,613 | $350.5K | 0.09% | +18+0.2% | Added |
| RMB Capital Management, LLC | 7,619 | $350.8K | 0.01% | +201+2.7% | Added |
| PDS Planning, Inc | 7,645 | $352.0K | 0.05% | +926+13.8% | Added |
| Capital Square, LLC | 7,656 | $352.5K | 0.33% | 00.0% | Unchanged |
| Field & Main Bank | 7,675 | $353.4K | 0.20% | −2,652−25.7% | Reduced |
| MCF Advisors LLC | 7,715 | $355.2K | 0.03% | −2,563−24.9% | Reduced |
| Centennial Bank | 7,720 | $355.4K | 0.24% | −1,779−18.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,741 | $356.4K | 0.06% | −891−10.3% | Reduced |
| Resurgent Financial Advisors LLC | 7,763 | $357.4K | 0.24% | +1,303+20.2% | Added |
| Violich Capital Management, Inc. | 7,765 | $358.0K | 0.06% | +410+5.6% | Added |
| BSW Wealth Partners | 7,816 | $359.8K | 0.08% | +37+0.5% | Added |
| Retirement Planning Co of New England, Inc. | 7,831 | $360.6K | 0.21% | −38−0.5% | Reduced |
| My Legacy Advisors, LLC | 7,619 | $363.3K | 0.14% | +7,619 | New |
| NewEdge Wealth, LLC | 7,896 | $363.5K | 0.01% | −3,111−28.3% | Reduced |
| Segall Bryant & Hamill, LLC | 7,897 | $363.6K | 0.00% | +395+5.3% | Added |
| Versor Investments LP | 7,900 | $363.7K | 0.06% | +7,900 | New |
| Northwest Bancshares, Inc. | 7,907 | $364.0K | 0.07% | +73+0.9% | Added |
| 626 Financial, LLC | 7,936 | $365.4K | 0.23% | −116−1.4% | Reduced |
| First City Capital Management, Inc. | 7,944 | $365.7K | 0.22% | −1,240−13.5% | Reduced |
| Tocqueville Asset Management L.P. | 7,953 | $366.2K | 0.01% | +686+9.4% | Added |
| NJ State Employees Deferred Compensation Plan | 8,000 | $368.3K | 0.05% | 00.0% | Unchanged |
| Provence Wealth Management Group | 8,076 | $371.8K | 0.22% | +8,076 | New |
| DRW Securities, LLC | 8,121 | $374.0K | 0.03% | +8,121 | New |
| Arbor Investment Advisors, LLC | 8,133 | $374.4K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,884 | $375.6K | 0.18% | +41+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 8,192 | $377.0K | 0.12% | +15+0.2% | Added |
| PFG Investments, LLC | 8,216 | $378.2K | 0.07% | −2,763−25.2% | Reduced |
| Anchor Capital Advisors LLC | 8,225 | $378.7K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,227 | $378.8K | 0.01% | +8,227 | New |
| Elmwood Wealth Management, Inc. | 8,245 | $379.6K | 0.18% | −125−1.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,328 | $383.4K | 0.01% | −5,865−41.3% | Reduced |
| Wealth Alliance | 8,336 | $383.8K | 0.06% | −1,749−17.3% | Reduced |
| Blueshift Asset Management, LLC | 8,405 | $387.0K | 0.15% | +8,405 | New |
| Brighton Jones LLC | 8,407 | $387.1K | 0.02% | +2,191+35.2% | Added |
| Alterna Wealth Management, Inc | 8,409 | $387.1K | 0.45% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,420 | $387.7K | 0.08% | −30−0.4% | Reduced |
| AdvisorNet Financial, Inc | 8,432 | $388.2K | 0.03% | +34+0.4% | Added |
| KCM Investment Advisors LLC | 8,459 | $389.4K | 0.02% | −223−2.6% | Reduced |
| Parkside Financial Bank & Trust | 8,474 | $390.1K | 0.09% | +401+5.0% | Added |
| Gsa Capital Partners LLP | 8,531 | $393.0K | 0.04% | +8,531 | New |
| Running Point Capital Advisors, LLC | 8,542 | $393.3K | 0.22% | +56+0.7% | Added |
| Hancock Whitney Corp | 8,557 | $394.0K | 0.02% | +695+8.8% | Added |
| HBK Sorce Advisory LLC | 8,560 | $394.1K | 0.02% | −403−4.5% | Reduced |
| Twelve Points Wealth Management LLC | 8,569 | $394.5K | 0.21% | +1,038+13.8% | Added |
| Marathon Capital Management | 8,597 | $395.8K | 0.10% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,596 | $396.0K | 0.02% | −1,559−15.4% | Reduced |
| Eqis Capital Management, Inc. | 8,608 | $396.3K | 0.04% | +4,203+95.4% | Added |
| Next Level Private LLC | 8,679 | $396.4K | 0.26% | +8,679 | New |
| Exencial Wealth Advisors, LLC | 8,621 | $396.9K | 0.02% | +2,103+32.3% | Added |
| US Asset Management LLC | 8,616 | $397.0K | 0.42% | −329−3.7% | Reduced |
| Graypoint LLC | 8,649 | $398.2K | 0.04% | −559−6.1% | Reduced |
| AlphaCore Capital LLC | 8,690 | $400.1K | 0.06% | −330−3.7% | Reduced |
| CVA Family Office, LLC | 8,706 | $400.8K | 0.08% | +928+11.9% | Added |
| Jackson Creek Investment Advisors LLC | 8,718 | $401.0K | 0.16% | +8,718 | New |
| Advus Financial Partners, LLC | 8,730 | $401.9K | 0.15% | +1,453+20.0% | Added |
| Salzhauer Michael | 8,788 | $404.6K | 0.44% | +3,300+60.1% | Added |
| Modera Wealth Management, LLC | 8,808 | $405.5K | 0.01% | +2,663+43.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,834 | $406.7K | 0.12% | +30.0% | Added |
| First National Bank | 8,874 | $408.6K | 0.34% | −142−1.6% | Reduced |
| World Equity Group, Inc. | 8,878 | $408.7K | 0.12% | −164−1.8% | Reduced |
| Denali Advisors LLC | 8,900 | $409.8K | 0.14% | −4,200−32.1% | Reduced |
| Founders Financial Alliance, LLC | 8,901 | $409.8K | 0.16% | +239+2.8% | Added |
| Cantor Fitzgerald, L. P. | 8,906 | $410.0K | 0.01% | −1,011−10.2% | Reduced |
| MSH Capital Advisors LLC | 8,924 | $410.9K | 0.15% | −727−7.5% | Reduced |
| Elkhorn Partners Limited Partnership | 8,950 | $412.0K | 0.26% | 00.0% | Unchanged |
| Marex Group plc | 8,968 | $412.9K | 0.07% | −19,201−68.2% | Reduced |
| LVZ Advisors, Inc. | 9,006 | $414.6K | 0.06% | +392+4.6% | Added |
| RFG Advisory, LLC | 9,023 | $415.4K | 0.02% | −77−0.8% | Reduced |
| Powell Investment Advisors, LLC | 9,049 | $416.6K | 0.24% | −400−4.2% | Reduced |
| Bard Financial Services, Inc. | 9,070 | $417.6K | 0.03% | −25−0.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,091 | $418.6K | 0.30% | −100−1.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 9,099 | $418.9K | 0.14% | −766−7.8% | Reduced |
| Brave Asset Management Inc | 9,103 | $419.1K | 0.12% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 9,114 | $419.6K | 0.01% | +372+4.3% | Added |
| Trust Co of Oklahoma | 9,125 | $420.1K | 0.16% | −902−9.0% | Reduced |
| Epoch Investment Partners, Inc. | 9,127 | $420.2K | 0.00% | −868−8.7% | Reduced |
| Waldron Private Wealth LLC | 9,149 | $421.2K | 0.02% | +441+5.1% | Added |
| Lindbrook Capital, LLC | 9,160 | $421.7K | 0.04% | −1,205−11.6% | Reduced |
| CFO4Life Group, LLC | 9,173 | $422.3K | 0.09% | −409−4.3% | Reduced |
| Silverlake Wealth Management LLC | 9,209 | $424.0K | 0.24% | +35+0.4% | Added |
| Private Trust Co NA | 9,220 | $424.5K | 0.05% | −547−5.6% | Reduced |
| Mechanics Financial Corp | 9,269 | $426.7K | 0.23% | −135−1.4% | Reduced |
| Fort Sheridan Advisors LLC | 9,321 | $429.1K | 0.10% | −447−4.6% | Reduced |
| Clearstead Advisors, LLC | 9,343 | $430.2K | 0.03% | +985+11.8% | Added |
| Oak Hill Wealth Advisors, LLC | 9,390 | $432.3K | 0.16% | −1,600−14.6% | Reduced |
| Acorn Financial Advisory Services Inc | 9,446 | $434.9K | 0.08% | +134+1.4% | Added |
| Hexagon Capital Partners LLC | 9,539 | $439.2K | 0.12% | +648+7.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,638 | $443.7K | 0.13% | +238+2.5% | Added |
| Global Retirement Partners, LLC | 9,724 | $447.7K | 0.02% | +340+3.6% | Added |
| Clare Market Investments LLC | 9,727 | $447.8K | 0.17% | −11,474−54.1% | Reduced |
| Balentine LLC | 9,836 | $452.8K | 0.02% | −35,202−78.2% | Reduced |
| SevenBridge Financial Group, LLC | 9,863 | $454.1K | 0.12% | −266−2.6% | Reduced |
| BOS Asset Management, LLC | 9,880 | $454.9K | 0.35% | +205+2.1% | Added |
| Mayflower Financial Advisors, LLC | 9,881 | $454.9K | 0.06% | +229+2.4% | Added |