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
- 1,608
- +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
- 608 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 13,880 | $639.0K | 0.33% | +12+0.1% | Added |
| Resources Investment Advisors, LLC. | 13,841 | $637.2K | 0.01% | −105−0.8% | Reduced |
| Bluefin Capital Management, LLC | 13,823 | $636.4K | 0.14% | – | – |
| Atlas Brown,Inc. | 13,750 | $633.0K | 0.28% | +187+1.4% | Added |
| Farther Finance Advisors, LLC | 13,682 | $629.9K | 0.14% | +166+1.2% | Added |
| Perritt Capital Management Inc | 13,657 | $628.8K | 0.34% | +2,615+23.7% | Added |
| Archer Investment Corp | 13,612 | $626.7K | 0.22% | +67+0.5% | Added |
| EP Wealth Advisors, LLC | 6,779 | $625.7K | 0.01% | −3,538−34.3% | Reduced |
| Becker Capital Management Inc | 13,580 | $625.2K | 0.02% | −2,947−17.8% | Reduced |
| Portside Wealth Group, LLC | 13,500 | $621.6K | 0.12% | +13,500 | New |
| Avantax Planning Partners, Inc. | 13,498 | $621.4K | 0.02% | −5,631−29.4% | Reduced |
| Waterfront Wealth Inc. | 13,075 | $621.1K | 0.18% | +5,651+76.1% | Added |
| Cape Ann Savings Bank | 13,486 | $620.9K | 0.41% | −825−5.8% | Reduced |
| Manchester Capital Management LLC | 13,446 | $619.1K | 0.08% | +160+1.2% | Added |
| Arete Wealth Advisors, LLC | 13,438 | $619.0K | 0.06% | −2,225−14.2% | Reduced |
| Great Lakes Retirement, Inc. | 13,437 | $618.6K | 0.11% | +701+5.5% | Added |
| Rossmore Private Capital | 13,353 | $614.8K | 0.09% | +13,353 | New |
| Chicago Partners Investment Group LLC | 13,269 | $614.5K | 0.03% | +1,277+10.6% | Added |
| Norway Savings Bank | 13,336 | $614.0K | 0.33% | −4,997−27.3% | Reduced |
| HBK Investments L P | 13,243 | $609.7K | 0.02% | +13,243 | New |
| CWA Asset Management Group, LLC | 13,226 | $608.9K | 0.04% | +383+3.0% | Added |
| Fulton Bank, N.A. | 13,191 | $607.3K | 0.03% | −351−2.6% | Reduced |
| XR Securities LLC | 13,189 | $607.2K | 0.94% | −7,516−36.3% | Reduced |
| Triumph Capital Management | 13,143 | $605.1K | 0.27% | +4,176+46.6% | Added |
| Cito Capital Group, LLC | 13,151 | $605.0K | 0.28% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 13,135 | $604.7K | 0.28% | −588−4.3% | Reduced |
| Intellectus Partners, LLC | 13,075 | $602.0K | 0.18% | +100+0.8% | Added |
| Lipe & Dalton | 13,039 | $600.0K | 0.34% | −421−3.1% | Reduced |
| Rothschild Investment Corp | 12,968 | $597.0K | 0.05% | +778+6.4% | Added |
| Kiley Juergens Wealth Management, LLC | 12,931 | $595.3K | 0.21% | −1,170−8.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,894 | $593.6K | 0.10% | −439−3.3% | Reduced |
| Solitude Financial Services | 12,734 | $586.3K | 0.33% | +1,135+9.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,730 | $586.0K | 0.02% | +1,908+17.6% | Added |
| Privium Fund Management B.V. | 12,632 | $584.7K | 0.17% | −1,100−8.0% | Reduced |
| J.W. Cole Advisors, Inc. | 12,675 | $583.6K | 0.04% | −127−1.0% | Reduced |
| Penserra Capital Management LLC | 12,608 | $579.0K | 0.01% | +12,504+12,023.1% | Added |
| NBT Bank N A | 12,574 | $578.9K | 0.08% | −1,200−8.7% | Reduced |
| BBR Partners, LLC | 12,572 | $578.8K | 0.06% | −44−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 12,537 | $577.2K | 0.12% | +559+4.7% | Added |
| Hoylecohen, LLC | 12,501 | $575.6K | 0.05% | −621−4.7% | Reduced |
| Ballentine Partners, LLC | 12,443 | $572.9K | 0.01% | −504−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 12,409 | $572.0K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 12,363 | $569.2K | 0.53% | −913−6.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 12,346 | $568.4K | 0.10% | +2,508+25.5% | Added |
| Van Leeuwen & Company, LLC | 12,077 | $564.5K | 0.35% | −96−0.8% | Reduced |
| Nilsine Partners, LLC | 12,250 | $564.0K | 0.08% | −386−3.1% | Reduced |
| Tower Bridge Advisors | 12,241 | $563.6K | 0.05% | +3,437+39.0% | Added |
| Aigen Investment Management, LP | 12,234 | $563.3K | 0.08% | +12,234 | New |
| Proequities, Inc. | 12,221 | $562.7K | 0.04% | +6,533+114.9% | Added |
| Circle Wealth Management, LLC | 12,143 | $559.1K | 0.07% | +88+0.7% | Added |
| Washington Trust Bank | 12,057 | $555.1K | 0.06% | −1,782−12.9% | Reduced |
| EPG Wealth Management LLC | 11,875 | $546.7K | 0.16% | +11,875 | New |
| Buckingham Strategic Wealth, LLC | 11,870 | $546.5K | 0.01% | +388+3.4% | Added |
| BFT Financial Group, LLC | 11,762 | $541.5K | 0.06% | +411+3.6% | Added |
| Mount Vernon Associates Inc | 11,750 | $541.0K | 0.57% | −1,000−7.8% | Reduced |
| Chilton Capital Management LLC | 11,710 | $539.1K | 0.03% | −2,500−17.6% | Reduced |
| Annandale Capital, LLC | 11,701 | $539.0K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,632 | $535.5K | 0.02% | +76+0.7% | Added |
| Johnson Investment Counsel Inc | 11,631 | $535.5K | 0.01% | −377−3.1% | Reduced |
| First PREMIER Bank | 11,624 | $535.0K | 0.15% | −30.0% | Reduced |
| Hollencrest Capital Management | 11,529 | $530.8K | 0.06% | −49−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 11,521 | $530.4K | 0.02% | −634−5.2% | Reduced |
| Echo Street Capital Management LLC | 11,517 | $530.2K | 0.00% | +11,517 | New |
| Crabel Capital Management, LLC | 11,522 | $530.0K | 0.22% | +11,522 | New |
| Investors Research Corp | 11,491 | $529.0K | 0.13% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 11,468 | $528.0K | 0.07% | +11,468 | New |
| Allworth Financial LP | 11,424 | $526.0K | 0.00% | +342+3.1% | Added |
| Change Path, LLC | 11,384 | $525.0K | 0.02% | +1,992+21.2% | Added |
| Schnieders Capital Management LLC | 11,332 | $521.7K | 0.11% | −1,980−14.9% | Reduced |
| Cornerstone Wealth Management, LLC | 11,251 | $518.0K | 0.05% | +1,651+17.2% | Added |
| River Wealth Advisors LLC | 11,156 | $513.6K | 0.09% | −1,145−9.3% | Reduced |
| SageView Advisory Group, LLC | 11,128 | $512.3K | 0.03% | +11,128 | New |
| Gryphon Financial Partners LLC | 11,109 | $511.5K | 0.11% | −2,114−16.0% | Reduced |
| AFS Financial Group, LLC | 11,084 | $510.3K | 0.33% | −20.0% | Reduced |
| Cabot Wealth Management Inc | 11,085 | $510.0K | 0.08% | +125+1.1% | Added |
| DMG Group, LLC | 11,059 | $509.2K | 0.51% | +6+0.1% | Added |
| Westside Investment Management, Inc. | 10,984 | $506.1K | 0.14% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 10,941 | $503.7K | 0.02% | +6+0.1% | Added |
| Ronald Blue Trust, Inc. | 10,592 | $497.0K | 0.01% | −3,503−24.9% | Reduced |
| Boston Financial Mangement LLC | 10,671 | $491.3K | 0.02% | −212−1.9% | Reduced |
| Greenfield Savings Bank | 10,632 | $489.5K | 0.33% | −410−3.7% | Reduced |
| Thrive Wealth Management, LLC | 10,630 | $489.4K | 0.13% | −476−4.3% | Reduced |
| Quadrant Capital Group LLC | 10,629 | $489.4K | 0.05% | −332−3.0% | Reduced |
| Summit Global Investments | 10,590 | $488.0K | 0.03% | +10,590 | New |
| Atomi Financial Group, Inc. | 10,589 | $487.5K | 0.22% | +721+7.3% | Added |
| Investors Asset Management of Georgia Inc | 10,562 | $486.3K | 0.25% | −200−1.9% | Reduced |
| RMR Wealth Builders | 10,550 | $485.7K | 0.08% | +37+0.4% | Added |
| Steel Peak Wealth Management LLC | 10,540 | $485.3K | 0.03% | +10,540 | New |
| Kovack Advisors, Inc. | 10,516 | $484.2K | 0.06% | +2,727+35.0% | Added |
| Ridgewood Investments LLC | 10,501 | $483.5K | 0.27% | −20,196−65.8% | Reduced |
| Quantamental Technologies LLC | 10,392 | $478.4K | 0.20% | +10,392 | New |
| Stephenson National Bank & Trust | 10,360 | $477.0K | 0.26% | +11+0.1% | Added |
| North Star Investment Management Corp. | 10,355 | $476.7K | 0.04% | −596−5.4% | Reduced |
| Csenge Advisory Group | 10,332 | $475.7K | 0.03% | +4,981+93.1% | Added |
| Headlands Technologies LLC | 10,282 | $473.4K | 0.15% | +10,282 | New |
| Gladstone Institutional Advisory LLC | 10,241 | $471.5K | 0.03% | −1,118−9.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 10,201 | $469.7K | 0.31% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10,183 | $468.8K | 0.01% | −20,930−67.3% | Reduced |
| Herold Advisors, Inc. | 10,136 | $466.7K | 0.14% | −500−4.7% | Reduced |
| Continuum Advisory, LLC | 10,116 | $465.8K | 0.07% | +3,865+61.8% | Added |