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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 19,433 | $894.7K | 0.76% | −350−1.8% | Reduced |
| Consilium Wealth Advisory, LLC | 19,533 | $899.3K | 0.62% | −4,612−19.1% | Reduced |
| Somerset Trust Co | 19,560 | $900.5K | 0.39% | −576−2.9% | Reduced |
| MidWestOne Financial Group, Inc. | 19,612 | $902.9K | 0.20% | +1,545+8.6% | Added |
| Martin & Co Inc | 19,681 | $906.1K | 0.23% | −750−3.7% | Reduced |
| Game Creek Capital, LP | 19,750 | $909.3K | 0.60% | −15,375−43.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,878 | $915.2K | 0.10% | +4,648+30.5% | Added |
| Pflug Koory, LLC | 19,884 | $915.5K | 0.47% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 19,920 | $917.1K | 0.07% | 00.0% | Unchanged |
| Round Hill Asset Management | 19,979 | $919.8K | 0.57% | +1,425+7.7% | Added |
| RVW Wealth, LLC | 20,082 | $924.6K | 0.11% | +82+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 20,098 | $925.3K | 0.09% | −1,146−5.4% | Reduced |
| Perigon Wealth Management, LLC | 20,150 | $927.7K | 0.04% | −5,878−22.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,161 | $928.2K | 0.27% | −12−0.1% | Reduced |
| Wealthspire Advisors, LLC | 20,205 | $930.2K | 0.02% | −4,933−19.6% | Reduced |
| Independent Financial Group, LLC | 20,343 | $936.6K | 0.06% | −220−1.1% | Reduced |
| Secure Asset Management, LLC | 20,359 | $937.3K | 0.28% | +898+4.6% | Added |
| Matthew Goff Investment Advisor, LLC | 20,453 | $941.7K | 0.22% | −656−3.1% | Reduced |
| CAPROCK Group, Inc. | 20,473 | $942.6K | 0.07% | +381+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 20,481 | $942.9K | 0.12% | −1,625−7.4% | Reduced |
| Coldstream Capital Management Inc | 20,563 | $946.7K | 0.03% | +2,719+15.2% | Added |
| Wealthcare Advisory Partners LLC | 20,614 | $949.1K | 0.04% | −138−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 20,818 | $958.5K | 0.05% | +50+0.2% | Added |
| Machina Capital S.A.S. | 20,851 | $960.0K | 0.54% | +20,851 | New |
| Sigma Planning Corp | 20,962 | $965.1K | 0.03% | −6,449−23.5% | Reduced |
| Cooper Financial Group | 21,052 | $969.2K | 0.24% | +2,368+12.7% | Added |
| CSS LLC | 21,199 | $976.0K | 0.08% | +16,898+392.9% | Added |
| Polianta Ltd | 21,300 | $980.0K | 0.45% | +21,300 | New |
| Washington Capital Management Inc | 21,635 | $996.1K | 0.85% | −360−1.6% | Reduced |
| Americana Partners, LLC | 21,704 | $999.3K | 0.13% | +5,590+34.7% | Added |
| Duff & Phelps Investment Management Co | 21,895 | $1.01M | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,120 | $1.02M | 0.07% | −2,053−8.5% | Reduced |
| First Hawaiian Bank | 22,258 | $1.02M | 0.03% | −117−0.5% | Reduced |
| SRN Advisors, LLC | 22,431 | $1.03M | 0.92% | −2,132−8.7% | Reduced |
| Naviter Wealth, LLC | 22,512 | $1.04M | 0.26% | +2,526+12.6% | Added |
| Tudor Investment Corp Et Al | 22,536 | $1.04M | 0.02% | +22,536 | New |
| Concord Wealth Partners | 22,567 | $1.04M | 0.22% | +8,887+65.0% | Added |
| Jacobi Capital Management LLC | 22,586 | $1.04M | 0.12% | +40+0.2% | Added |
| GFG Capital, LLC | 22,597 | $1.04M | 0.19% | −1,505−6.2% | Reduced |
| HBW Advisory Services LLC | 22,644 | $1.04M | 0.23% | +1,162+5.4% | Added |
| Shikiar Asset Management Inc | 22,738 | $1.05M | 0.34% | −3,425−13.1% | Reduced |
| Maven Securities LTD | 23,064 | $1.06M | 0.15% | −3,383−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 23,090 | $1.06M | 0.04% | −589−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 23,380 | $1.08M | 0.38% | +3,047+15.0% | Added |
| Wolverine Trading, LLC | 23,303 | $1.08M | 0.01% | −46,647−66.7% | Reduced |
| Mystic Asset Management, Inc. | 23,460 | $1.08M | 0.58% | −922−3.8% | Reduced |
| Cornerstone Advisors, LLC | 23,500 | $1.08M | 0.05% | +23,500 | New |
| Cigna Investments Inc | 23,523 | $1.08M | 0.20% | +30+0.1% | Added |
| American State Bank (Iowa) | 23,535 | $1.08M | 0.75% | +605+2.6% | Added |
| Huntington National Bank | 23,567 | $1.09M | 0.01% | −247−1.0% | Reduced |
| Twin Focus Capital Partners, LLC | 23,636 | $1.09M | 0.22% | +6,286+36.2% | Added |
| Canandaigua National Bank & Trust Co | 23,750 | $1.09M | 0.18% | −338−1.4% | Reduced |
| Barry Investment Advisors, LLC | 23,796 | $1.10M | 0.37% | +252+1.1% | Added |
| Thoroughbred Financial Services, LLC | 24,051 | $1.11M | 0.15% | −1,677−6.5% | Reduced |
| Advisors Management Group Inc | 24,039 | $1.11M | 0.33% | +1,774+8.0% | Added |
| Insight Inv LLC | 24,155 | $1.11M | 1.14% | +350+1.5% | Added |
| PSI Advisors, LLC | 24,161 | $1.11M | 0.49% | +700+3.0% | Added |
| Kornitzer Capital Management Inc | 24,430 | $1.12M | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 24,005 | $1.13M | 0.13% | +574+2.4% | Added |
| 44 Wealth Management LLC | 24,597 | $1.13M | 0.39% | −313−1.3% | Reduced |
| Essex Investment Management Co LLC | 24,672 | $1.14M | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 24,706 | $1.14M | 0.03% | −2,100−7.8% | Reduced |
| Fiduciary Trust Co | 24,725 | $1.14M | 0.02% | −28,210−53.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.14M | 0.08% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 24,876 | $1.15M | 0.91% | −378−1.5% | Reduced |
| Intrua Financial, LLC | 24,887 | $1.15M | 0.20% | +2,336+10.4% | Added |
| PMC FIG Opportunities LLC | 25,000 | $1.15M | 6.48% | +25,000 | New |
| First National Trust Co | 25,004 | $1.15M | 0.05% | −688−2.7% | Reduced |
| Sciencast Management LP | 25,100 | $1.16M | 0.94% | +25,100 | New |
| Forum Financial Management, LP | 25,277 | $1.16M | 0.03% | +1,440+6.0% | Added |
| Fund Management at Engine No. 1 LLC | 25,347 | $1.17M | 0.21% | +1,855+7.9% | Added |
| Savant Capital, LLC | 25,454 | $1.17M | 0.02% | +4,778+23.1% | Added |
| Belpointe Asset Management LLC | 83,935 | $1.17M | 0.12% | −45,146−35.0% | Reduced |
| White Pine Capital LLC | 25,571 | $1.18M | 0.44% | +8,987+54.2% | Added |
| Profund Advisors LLC | 25,920 | $1.19M | 0.06% | −1,310−4.8% | Reduced |
| E&G Advisors, LP | 25,980 | $1.20M | 0.42% | −65−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,007 | $1.20M | 0.08% | −27−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.20M | 0.43% | 00.0% | Unchanged |
| Ostrum Asset Management | 26,208 | $1.21M | 0.10% | +64+0.2% | Added |
| Cascade Investment Advisors, Inc. | 26,365 | $1.21M | 0.91% | +26,365 | New |
| Abn Amro Investment Solutions | 26,503 | $1.22M | 0.02% | −60,833−69.7% | Reduced |
| Boyar Asset Management Inc. | 26,545 | $1.22M | 0.90% | −66−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 26,705 | $1.23M | 0.51% | −4,800−15.2% | Reduced |
| Granite Investment Partners, LLC | 26,781 | $1.23M | 0.05% | +30.0% | Added |
| Sendero Wealth Management, LLC | 26,801 | $1.23M | 0.27% | +1,431+5.6% | Added |
| Qtron Investments LLC | 26,824 | $1.23M | 0.23% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 26,928 | $1.24M | 0.29% | +2,100+8.5% | Added |
| Lynch Asset Management, Inc. | 27,100 | $1.25M | 0.80% | −2,500−8.4% | Reduced |
| Mastrapasqua Asset Management Inc | 27,130 | $1.25M | 0.14% | +40+0.1% | Added |
| Larson Financial Group LLC | 27,162 | $1.25M | 0.12% | +3,204+13.4% | Added |
| Trust Asset Management LLC | 27,234 | $1.25M | 0.13% | 00.0% | Unchanged |
| Colony Group LLC | 27,330 | $1.26M | 0.02% | −624−2.2% | Reduced |
| Dakota Wealth Management | 27,442 | $1.26M | 0.06% | +23,039+523.3% | Added |
| Bridgefront Capital, LLC | 27,461 | $1.26M | 0.68% | +1,170+4.5% | Added |
| Columbus Macro, LLC | 27,419 | $1.27M | 0.50% | +27,419 | New |
| SeaCrest Wealth Management, LLC | 27,621 | $1.27M | 0.16% | +5,661+25.8% | Added |
| Signaturefd, LLC | 27,638 | $1.27M | 0.03% | −2,196−7.4% | Reduced |
| Stratos Wealth Partners, LTD. | 27,651 | $1.27M | 0.03% | +4,470+19.3% | Added |
| We Are One Seven, LLC | 27,776 | $1.28M | 0.12% | −313−1.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 27,931 | $1.29M | 0.27% | +27,931 | New |