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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 13,612 | $626.7K | 0.22% | +67+0.5% | Added |
| Perritt Capital Management Inc | 13,657 | $628.8K | 0.34% | +2,615+23.7% | Added |
| Farther Finance Advisors, LLC | 13,682 | $629.9K | 0.14% | +166+1.2% | Added |
| Atlas Brown,Inc. | 13,750 | $633.0K | 0.28% | +187+1.4% | Added |
| Bluefin Capital Management, LLC | 13,823 | $636.4K | 0.14% | – | – |
| Resources Investment Advisors, LLC. | 13,841 | $637.2K | 0.01% | −105−0.8% | Reduced |
| Excalibur Management Corp | 13,880 | $639.0K | 0.33% | +12+0.1% | Added |
| Symmetry Partners, LLC | 13,892 | $640.0K | 0.03% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 13,944 | $642.0K | 0.03% | +825+6.3% | Added |
| Intrinsic Value Partners, LLC | 14,000 | $644.6K | 0.81% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 14,125 | $650.3K | 0.74% | −3,027−17.6% | Reduced |
| Lincoln National Corp | 14,195 | $653.5K | 0.01% | −443−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 14,199 | $653.7K | 0.06% | +1,466+11.5% | Added |
| Evergreen Capital Management LLC | 14,228 | $655.1K | 0.03% | −2,921−17.0% | Reduced |
| Summit Trail Advisors, LLC | 14,251 | $656.1K | 0.02% | +2,138+17.7% | Added |
| Relative Value Partners Group, LLC | 14,299 | $658.3K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14,409 | $662.0K | 0.06% | +4,008+38.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,400 | $663.0K | 0.58% | 00.0% | Unchanged |
| DCM Advisors, LLC | 14,446 | $665.1K | 0.28% | +59+0.4% | Added |
| Atalanta Sosnoff Capital, LLC | 14,500 | $667.6K | 0.02% | +14,500 | New |
| Ausdal Financial Partners, Inc. | 14,539 | $669.4K | 0.09% | +228+1.6% | Added |
| Transcend Wealth Collective, LLC | 14,545 | $669.7K | 0.06% | −5,021−25.7% | Reduced |
| Atlantic Union Bankshares Corp | 14,553 | $670.0K | 0.07% | +14,553 | New |
| Conning Inc. | 14,561 | $670.4K | 0.02% | −4,523−23.7% | Reduced |
| Greytown Advisors Inc. | 14,584 | $671.5K | 0.37% | −3,245−18.2% | Reduced |
| Lazari Capital Management, Inc. | 14,706 | $677.1K | 0.38% | +14,706 | New |
| Hilltop Holdings Inc. | 14,716 | $677.5K | 0.08% | −1,689−10.3% | Reduced |
| Legacy Capital Group California, Inc. | 14,748 | $679.0K | 0.28% | +446+3.1% | Added |
| Cidel Asset Management Inc | 15,000 | $690.6K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 15,033 | $692.1K | 0.06% | −2,193−12.7% | Reduced |
| Great Valley Advisor Group, Inc. | 15,071 | $693.5K | 0.03% | +7,156+90.4% | Added |
| Legacy Bridge, LLC | 15,073 | $694.0K | 0.46% | −2,100−12.2% | Reduced |
| Stock Yards Bank & Trust Co | 15,073 | $694.0K | 0.03% | +435+3.0% | Added |
| Deseret Mutual Benefit Administrators | 15,091 | $694.8K | 0.27% | −259−1.7% | Reduced |
| Sweet Financial Partners, LLC | 15,179 | $698.8K | 0.18% | −163−1.1% | Reduced |
| Ironwood Investment Management LLC | 15,234 | $701.4K | 0.40% | +1,000+7.0% | Added |
| Intrust Bank NA | 15,354 | $706.9K | 0.09% | +111+0.7% | Added |
| Wedmont Private Capital | 15,595 | $713.5K | 0.08% | −1,195−7.1% | Reduced |
| Hunter Associates Investment Management LLC | 15,580 | $714.0K | 0.14% | −500−3.1% | Reduced |
| Vise Technologies, Inc. | 15,547 | $715.8K | 0.17% | +1,413+10.0% | Added |
| Widmann Financial Services, Inc. | 15,735 | $724.4K | 0.69% | +1,774+12.7% | Added |
| Graham Capital Management, L.P. | 15,873 | $730.8K | 0.03% | +15,873 | New |
| Eudaimonia Partners, LLC | 15,904 | $732.2K | 0.16% | +183+1.2% | Added |
| Tiaa, FSB | 15,911 | $732.5K | 0.00% | −806−4.8% | Reduced |
| FineMark National Bank & Trust | 15,982 | $735.8K | 0.03% | −2,198−12.1% | Reduced |
| Sterneck Capital Management, LLC | 15,996 | $736.5K | 0.45% | −199−1.2% | Reduced |
| Zuckerman Investment Group, LLC | 16,000 | $736.6K | 0.11% | −89,082−84.8% | Reduced |
| Lake Street Advisors Group, LLC | 16,139 | $743.0K | 0.04% | −21−0.1% | Reduced |
| HCR Wealth Advisors | 16,193 | $745.5K | 0.14% | −290−1.8% | Reduced |
| Equitable Trust Co | 16,213 | $746.4K | 0.06% | +100+0.6% | Added |
| Simmons Bank | 16,235 | $747.5K | 0.06% | −2,937−15.3% | Reduced |
| McDonald Partners LLC | 16,249 | $748.1K | 0.23% | +225+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,251 | $748.2K | 0.08% | +824+5.3% | Added |
| Marco Investment Management LLC | 16,359 | $753.2K | 0.08% | −390−2.3% | Reduced |
| Essex Financial Services, Inc. | 16,572 | $763.0K | 0.09% | −111−0.7% | Reduced |
| Spire Wealth Management | 16,580 | $763.4K | 0.03% | −8,696−34.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 16,666 | $767.3K | 0.06% | +1,964+13.4% | Added |
| Williams Jones Wealth Management, LLC. | 16,679 | $767.9K | 0.01% | −5,500−24.8% | Reduced |
| Johnson Financial Group, Inc. | 16,683 | $768.1K | 0.05% | +554+3.4% | Added |
| Spirit of America Management Corp | 16,700 | $768.9K | 0.17% | −500−2.9% | Reduced |
| Institute for Wealth Management, LLC. | 16,739 | $770.7K | 0.14% | +74+0.4% | Added |
| Camelot Portfolios, LLC | 16,801 | $773.5K | 0.49% | −334−1.9% | Reduced |
| Griffin Asset Management, Inc. | 16,916 | $778.8K | 0.11% | +812+5.0% | Added |
| Rehmann Capital Advisory Group | 16,961 | $780.9K | 0.07% | +1,267+8.1% | Added |
| Concord Asset Management, LLC | 17,033 | $784.2K | 0.28% | +3,772+28.4% | Added |
| Verdence Capital Advisors LLC | 17,057 | $785.3K | 0.09% | −15,435−47.5% | Reduced |
| Clarius Group, LLC | 17,096 | $787.1K | 0.06% | +115+0.7% | Added |
| Oarsman Capital, Inc. | 17,175 | $790.7K | 0.35% | −5,044−22.7% | Reduced |
| Triangle Securities Wealth Management | 17,190 | $791.4K | 0.27% | −215−1.2% | Reduced |
| Invst, LLC | 17,197 | $791.7K | 0.11% | −840−4.7% | Reduced |
| Resources Management Corp | 17,200 | $792.0K | 0.12% | −16,587−49.1% | Reduced |
| Bartlett & Co. LLC | 17,203 | $792.0K | 0.01% | +14,250+482.6% | Added |
| Bartlett & Co. Wealth Management LLC | 17,203 | $792.0K | 0.01% | +14,250+482.6% | Added |
| Columbia Trust Co 01012016 | 17,221 | $792.9K | 0.45% | −301−1.7% | Reduced |
| Bristlecone Advisors, LLC | 17,350 | $798.8K | 0.08% | +17,350 | New |
| Prime Capital Investment Advisors, LLC | 17,459 | $803.8K | 0.02% | +6,533+59.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 17,484 | $809.0K | 0.02% | −47,663−73.2% | Reduced |
| First Business Financial Services, Inc. | 17,598 | $810.2K | 0.10% | −1,411−7.4% | Reduced |
| Oak Thistle LLC | 17,627 | $811.5K | 0.43% | +17,627 | New |
| Venture Visionary Partners LLC | 17,654 | $812.8K | 0.05% | +1,633+10.2% | Added |
| Gotham Asset Management, LLC | 17,664 | $813.3K | 0.02% | −3,873−18.0% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $815.8K | 0.56% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 17,774 | $818.3K | 0.22% | +17,774 | New |
| Kingsview Wealth Management, LLC | 17,936 | $825.8K | 0.03% | −3,676−17.0% | Reduced |
| Algert Global LLC | 17,938 | $825.9K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18,003 | $828.9K | 0.52% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 18,040 | $830.6K | 0.63% | +9,278+105.9% | Added |
| AustralianSuper Pty Ltd | 18,056 | $831.3K | 0.01% | +18,056 | New |
| Jump Financial, LLC | 18,189 | $837.4K | 0.03% | +18,189 | New |
| Wealth Quarterback LLC | 18,267 | $841.0K | 0.58% | +7,604+71.3% | Added |
| Coastal Investment Advisors, Inc. | 18,323 | $843.6K | 0.19% | +746+4.2% | Added |
| Keybank National Association | 18,401 | $847.2K | 0.00% | +5,002+37.3% | Added |
| Guardian Investment Management | 18,430 | $848.5K | 0.73% | −1,000−5.1% | Reduced |
| Seven Eight Capital, LP | 18,632 | $857.8K | 0.14% | +18,632 | New |
| Mork Capital Management, LLC | 18,640 | $858.2K | 0.66% | 00.0% | Unchanged |
| Inceptionr LLC | 19,068 | $877.9K | 0.47% | +6,450+51.1% | Added |
| FDx Advisors, Inc. | 19,149 | $882.0K | 0.05% | −38,103−66.6% | Reduced |
| Pinebridge Investments, L.P. | 19,364 | $891.5K | 0.01% | +1,115+6.1% | Added |
| Old National Bancorp | 19,395 | $892.9K | 0.03% | +1,205+6.6% | Added |
| Parsons Capital Management Inc | 19,420 | $894.1K | 0.07% | −1,048−5.1% | Reduced |