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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 9,935 | $457.4K | 0.01% | −832−7.7% | Reduced |
| Tobam | 9,957 | $458.0K | 0.03% | −814−7.6% | Reduced |
| Orion Capital Management LLC | 9,960 | $458.6K | 0.30% | −100−1.0% | Reduced |
| Black Maple Capital Management LP | 10,000 | $460.4K | 0.54% | +10,000 | New |
| One Wealth Advisors, LLC | 10,009 | $460.8K | 0.10% | +2,638+35.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,050 | $462.7K | 0.15% | +10,050 | New |
| Montecito Bank & Trust | 10,062 | $463.3K | 0.11% | −975−8.8% | Reduced |
| Continuum Advisory, LLC | 10,116 | $465.8K | 0.07% | +3,865+61.8% | Added |
| Herold Advisors, Inc. | 10,136 | $466.7K | 0.14% | −500−4.7% | Reduced |
| Compagnie Lombard Odier SCmA | 10,183 | $468.8K | 0.01% | −20,930−67.3% | Reduced |
| Tilt Investment Management Holdings, PBC | 10,201 | $469.7K | 0.31% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,241 | $471.5K | 0.03% | −1,118−9.8% | Reduced |
| Headlands Technologies LLC | 10,282 | $473.4K | 0.15% | +10,282 | New |
| Csenge Advisory Group | 10,332 | $475.7K | 0.03% | +4,981+93.1% | Added |
| North Star Investment Management Corp. | 10,355 | $476.7K | 0.04% | −596−5.4% | Reduced |
| Stephenson National Bank & Trust | 10,360 | $477.0K | 0.26% | +11+0.1% | Added |
| Quantamental Technologies LLC | 10,392 | $478.4K | 0.20% | +10,392 | New |
| Ridgewood Investments LLC | 10,501 | $483.5K | 0.27% | −20,196−65.8% | Reduced |
| Kovack Advisors, Inc. | 10,516 | $484.2K | 0.06% | +2,727+35.0% | Added |
| Steel Peak Wealth Management LLC | 10,540 | $485.3K | 0.03% | +10,540 | New |
| RMR Wealth Builders | 10,550 | $485.7K | 0.08% | +37+0.4% | Added |
| Investors Asset Management of Georgia Inc | 10,562 | $486.3K | 0.25% | −200−1.9% | Reduced |
| Atomi Financial Group, Inc. | 10,589 | $487.5K | 0.22% | +721+7.3% | Added |
| Summit Global Investments | 10,590 | $488.0K | 0.03% | +10,590 | New |
| Quadrant Capital Group LLC | 10,629 | $489.4K | 0.05% | −332−3.0% | Reduced |
| Thrive Wealth Management, LLC | 10,630 | $489.4K | 0.13% | −476−4.3% | Reduced |
| Greenfield Savings Bank | 10,632 | $489.5K | 0.33% | −410−3.7% | Reduced |
| Boston Financial Mangement LLC | 10,671 | $491.3K | 0.02% | −212−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 10,592 | $497.0K | 0.01% | −3,503−24.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,941 | $503.7K | 0.02% | +6+0.1% | Added |
| Westside Investment Management, Inc. | 10,984 | $506.1K | 0.14% | 00.0% | Unchanged |
| DMG Group, LLC | 11,059 | $509.2K | 0.51% | +6+0.1% | Added |
| Cabot Wealth Management Inc | 11,085 | $510.0K | 0.08% | +125+1.1% | Added |
| AFS Financial Group, LLC | 11,084 | $510.3K | 0.33% | −20.0% | Reduced |
| Gryphon Financial Partners LLC | 11,109 | $511.5K | 0.11% | −2,114−16.0% | Reduced |
| SageView Advisory Group, LLC | 11,128 | $512.3K | 0.03% | +11,128 | New |
| River Wealth Advisors LLC | 11,156 | $513.6K | 0.09% | −1,145−9.3% | Reduced |
| Cornerstone Wealth Management, LLC | 11,251 | $518.0K | 0.05% | +1,651+17.2% | Added |
| Schnieders Capital Management LLC | 11,332 | $521.7K | 0.11% | −1,980−14.9% | Reduced |
| Change Path, LLC | 11,384 | $525.0K | 0.02% | +1,992+21.2% | Added |
| Allworth Financial LP | 11,424 | $526.0K | 0.00% | +342+3.1% | Added |
| CFS Investment Advisory Services, LLC | 11,468 | $528.0K | 0.07% | +11,468 | New |
| Investors Research Corp | 11,491 | $529.0K | 0.13% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 11,522 | $530.0K | 0.22% | +11,522 | New |
| Echo Street Capital Management LLC | 11,517 | $530.2K | 0.00% | +11,517 | New |
| Warren Averett Asset Management, LLC | 11,521 | $530.4K | 0.02% | −634−5.2% | Reduced |
| Hollencrest Capital Management | 11,529 | $530.8K | 0.06% | −49−0.4% | Reduced |
| First PREMIER Bank | 11,624 | $535.0K | 0.15% | −30.0% | Reduced |
| Johnson Investment Counsel Inc | 11,631 | $535.5K | 0.01% | −377−3.1% | Reduced |
| Mutual Advisors, LLC | 11,632 | $535.5K | 0.02% | +76+0.7% | Added |
| Annandale Capital, LLC | 11,701 | $539.0K | 0.16% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 11,710 | $539.1K | 0.03% | −2,500−17.6% | Reduced |
| Mount Vernon Associates Inc | 11,750 | $541.0K | 0.57% | −1,000−7.8% | Reduced |
| BFT Financial Group, LLC | 11,762 | $541.5K | 0.06% | +411+3.6% | Added |
| Buckingham Strategic Wealth, LLC | 11,870 | $546.5K | 0.01% | +388+3.4% | Added |
| EPG Wealth Management LLC | 11,875 | $546.7K | 0.16% | +11,875 | New |
| Washington Trust Bank | 12,057 | $555.1K | 0.06% | −1,782−12.9% | Reduced |
| Circle Wealth Management, LLC | 12,143 | $559.1K | 0.07% | +88+0.7% | Added |
| Proequities, Inc. | 12,221 | $562.7K | 0.04% | +6,533+114.9% | Added |
| Aigen Investment Management, LP | 12,234 | $563.3K | 0.08% | +12,234 | New |
| Tower Bridge Advisors | 12,241 | $563.6K | 0.05% | +3,437+39.0% | Added |
| Nilsine Partners, LLC | 12,250 | $564.0K | 0.08% | −386−3.1% | Reduced |
| Van Leeuwen & Company, LLC | 12,077 | $564.5K | 0.35% | −96−0.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 12,346 | $568.4K | 0.10% | +2,508+25.5% | Added |
| Signature Wealth Management Partners, LLC | 12,363 | $569.2K | 0.53% | −913−6.9% | Reduced |
| Commerzbank Aktiengesellschaft | 12,409 | $572.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,443 | $572.9K | 0.01% | −504−3.9% | Reduced |
| Hoylecohen, LLC | 12,501 | $575.6K | 0.05% | −621−4.7% | Reduced |
| Personal Cfo Solutions, LLC | 12,537 | $577.2K | 0.12% | +559+4.7% | Added |
| BBR Partners, LLC | 12,572 | $578.8K | 0.06% | −44−0.3% | Reduced |
| NBT Bank N A | 12,574 | $578.9K | 0.08% | −1,200−8.7% | Reduced |
| Penserra Capital Management LLC | 12,608 | $579.0K | 0.01% | +12,504+12,023.1% | Added |
| J.W. Cole Advisors, Inc. | 12,675 | $583.6K | 0.04% | −127−1.0% | Reduced |
| Privium Fund Management B.V. | 12,632 | $584.7K | 0.17% | −1,100−8.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,730 | $586.0K | 0.02% | +1,908+17.6% | Added |
| Solitude Financial Services | 12,734 | $586.3K | 0.33% | +1,135+9.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,894 | $593.6K | 0.10% | −439−3.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,931 | $595.3K | 0.21% | −1,170−8.3% | Reduced |
| Rothschild Investment Corp | 12,968 | $597.0K | 0.05% | +778+6.4% | Added |
| Lipe & Dalton | 13,039 | $600.0K | 0.34% | −421−3.1% | Reduced |
| Intellectus Partners, LLC | 13,075 | $602.0K | 0.18% | +100+0.8% | Added |
| VELA Investment Management, LLC | 13,135 | $604.7K | 0.28% | −588−4.3% | Reduced |
| Cito Capital Group, LLC | 13,151 | $605.0K | 0.28% | 00.0% | Unchanged |
| Triumph Capital Management | 13,143 | $605.1K | 0.27% | +4,176+46.6% | Added |
| XR Securities LLC | 13,189 | $607.2K | 0.94% | −7,516−36.3% | Reduced |
| Fulton Bank, N.A. | 13,191 | $607.3K | 0.03% | −351−2.6% | Reduced |
| CWA Asset Management Group, LLC | 13,226 | $608.9K | 0.04% | +383+3.0% | Added |
| HBK Investments L P | 13,243 | $609.7K | 0.02% | +13,243 | New |
| Norway Savings Bank | 13,336 | $614.0K | 0.33% | −4,997−27.3% | Reduced |
| Chicago Partners Investment Group LLC | 13,269 | $614.5K | 0.03% | +1,277+10.6% | Added |
| Rossmore Private Capital | 13,353 | $614.8K | 0.09% | +13,353 | New |
| Great Lakes Retirement, Inc. | 13,437 | $618.6K | 0.11% | +701+5.5% | Added |
| Arete Wealth Advisors, LLC | 13,438 | $619.0K | 0.06% | −2,225−14.2% | Reduced |
| Manchester Capital Management LLC | 13,446 | $619.1K | 0.08% | +160+1.2% | Added |
| Cape Ann Savings Bank | 13,486 | $620.9K | 0.41% | −825−5.8% | Reduced |
| Waterfront Wealth Inc. | 13,075 | $621.1K | 0.18% | +5,651+76.1% | Added |
| Avantax Planning Partners, Inc. | 13,498 | $621.4K | 0.02% | −5,631−29.4% | Reduced |
| Portside Wealth Group, LLC | 13,500 | $621.6K | 0.12% | +13,500 | New |
| Becker Capital Management Inc | 13,580 | $625.2K | 0.02% | −2,947−17.8% | Reduced |
| EP Wealth Advisors, LLC | 6,779 | $625.7K | 0.01% | −3,538−34.3% | Reduced |