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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 10,062 | $463.3K | 0.11% | −975−8.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,050 | $462.7K | 0.15% | +10,050 | New |
| One Wealth Advisors, LLC | 10,009 | $460.8K | 0.10% | +2,638+35.8% | Added |
| Black Maple Capital Management LP | 10,000 | $460.4K | 0.54% | +10,000 | New |
| Orion Capital Management LLC | 9,960 | $458.6K | 0.30% | −100−1.0% | Reduced |
| Tobam | 9,957 | $458.0K | 0.03% | −814−7.6% | Reduced |
| Parallel Advisors, LLC | 9,935 | $457.4K | 0.01% | −832−7.7% | Reduced |
| Mayflower Financial Advisors, LLC | 9,881 | $454.9K | 0.06% | +229+2.4% | Added |
| BOS Asset Management, LLC | 9,880 | $454.9K | 0.35% | +205+2.1% | Added |
| SevenBridge Financial Group, LLC | 9,863 | $454.1K | 0.12% | −266−2.6% | Reduced |
| Balentine LLC | 9,836 | $452.8K | 0.02% | −35,202−78.2% | Reduced |
| Clare Market Investments LLC | 9,727 | $447.8K | 0.17% | −11,474−54.1% | Reduced |
| Global Retirement Partners, LLC | 9,724 | $447.7K | 0.02% | +340+3.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,638 | $443.7K | 0.13% | +238+2.5% | Added |
| Hexagon Capital Partners LLC | 9,539 | $439.2K | 0.12% | +648+7.3% | Added |
| Acorn Financial Advisory Services Inc | 9,446 | $434.9K | 0.08% | +134+1.4% | Added |
| Oak Hill Wealth Advisors, LLC | 9,390 | $432.3K | 0.16% | −1,600−14.6% | Reduced |
| Clearstead Advisors, LLC | 9,343 | $430.2K | 0.03% | +985+11.8% | Added |
| Fort Sheridan Advisors LLC | 9,321 | $429.1K | 0.10% | −447−4.6% | Reduced |
| Mechanics Financial Corp | 9,269 | $426.7K | 0.23% | −135−1.4% | Reduced |
| Private Trust Co NA | 9,220 | $424.5K | 0.05% | −547−5.6% | Reduced |
| Silverlake Wealth Management LLC | 9,209 | $424.0K | 0.24% | +35+0.4% | Added |
| CFO4Life Group, LLC | 9,173 | $422.3K | 0.09% | −409−4.3% | Reduced |
| Lindbrook Capital, LLC | 9,160 | $421.7K | 0.04% | −1,205−11.6% | Reduced |
| Waldron Private Wealth LLC | 9,149 | $421.2K | 0.02% | +441+5.1% | Added |
| Epoch Investment Partners, Inc. | 9,127 | $420.2K | 0.00% | −868−8.7% | Reduced |
| Trust Co of Oklahoma | 9,125 | $420.1K | 0.16% | −902−9.0% | Reduced |
| Flputnam Investment Management Co | 9,114 | $419.6K | 0.01% | +372+4.3% | Added |
| Brave Asset Management Inc | 9,103 | $419.1K | 0.12% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 9,099 | $418.9K | 0.14% | −766−7.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,091 | $418.6K | 0.30% | −100−1.1% | Reduced |
| Bard Financial Services, Inc. | 9,070 | $417.6K | 0.03% | −25−0.3% | Reduced |
| Powell Investment Advisors, LLC | 9,049 | $416.6K | 0.24% | −400−4.2% | Reduced |
| RFG Advisory, LLC | 9,023 | $415.4K | 0.02% | −77−0.8% | Reduced |
| LVZ Advisors, Inc. | 9,006 | $414.6K | 0.06% | +392+4.6% | Added |
| Marex Group plc | 8,968 | $412.9K | 0.07% | −19,201−68.2% | Reduced |
| Elkhorn Partners Limited Partnership | 8,950 | $412.0K | 0.26% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 8,924 | $410.9K | 0.15% | −727−7.5% | Reduced |
| Cantor Fitzgerald, L. P. | 8,906 | $410.0K | 0.01% | −1,011−10.2% | Reduced |
| Founders Financial Alliance, LLC | 8,901 | $409.8K | 0.16% | +239+2.8% | Added |
| Denali Advisors LLC | 8,900 | $409.8K | 0.14% | −4,200−32.1% | Reduced |
| World Equity Group, Inc. | 8,878 | $408.7K | 0.12% | −164−1.8% | Reduced |
| First National Bank | 8,874 | $408.6K | 0.34% | −142−1.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,834 | $406.7K | 0.12% | +30.0% | Added |
| Modera Wealth Management, LLC | 8,808 | $405.5K | 0.01% | +2,663+43.3% | Added |
| Salzhauer Michael | 8,788 | $404.6K | 0.44% | +3,300+60.1% | Added |
| Jackson Creek Investment Advisors LLC | 8,718 | $401.0K | 0.16% | +8,718 | New |
| CVA Family Office, LLC | 8,706 | $400.8K | 0.08% | +928+11.9% | Added |
| AlphaCore Capital LLC | 8,690 | $400.1K | 0.06% | −330−3.7% | Reduced |
| Graypoint LLC | 8,649 | $398.2K | 0.04% | −559−6.1% | Reduced |
| US Asset Management LLC | 8,616 | $397.0K | 0.42% | −329−3.7% | Reduced |
| Exencial Wealth Advisors, LLC | 8,621 | $396.9K | 0.02% | +2,103+32.3% | Added |
| Next Level Private LLC | 8,679 | $396.4K | 0.26% | +8,679 | New |
| Eqis Capital Management, Inc. | 8,608 | $396.3K | 0.04% | +4,203+95.4% | Added |
| Bryn Mawr Trust Co | 8,596 | $396.0K | 0.02% | −1,559−15.4% | Reduced |
| Marathon Capital Management | 8,597 | $395.8K | 0.10% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 8,569 | $394.5K | 0.21% | +1,038+13.8% | Added |
| HBK Sorce Advisory LLC | 8,560 | $394.1K | 0.02% | −403−4.5% | Reduced |
| Hancock Whitney Corp | 8,557 | $394.0K | 0.02% | +695+8.8% | Added |
| Running Point Capital Advisors, LLC | 8,542 | $393.3K | 0.22% | +56+0.7% | Added |
| Gsa Capital Partners LLP | 8,531 | $393.0K | 0.04% | +8,531 | New |
| Parkside Financial Bank & Trust | 8,474 | $390.1K | 0.09% | +401+5.0% | Added |
| KCM Investment Advisors LLC | 8,459 | $389.4K | 0.02% | −223−2.6% | Reduced |
| AdvisorNet Financial, Inc | 8,432 | $388.2K | 0.03% | +34+0.4% | Added |
| WNY Asset Management, LLC | 8,420 | $387.7K | 0.08% | −30−0.4% | Reduced |
| Alterna Wealth Management, Inc | 8,409 | $387.1K | 0.45% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,407 | $387.1K | 0.02% | +2,191+35.2% | Added |
| Blueshift Asset Management, LLC | 8,405 | $387.0K | 0.15% | +8,405 | New |
| Wealth Alliance | 8,336 | $383.8K | 0.06% | −1,749−17.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,328 | $383.4K | 0.01% | −5,865−41.3% | Reduced |
| Elmwood Wealth Management, Inc. | 8,245 | $379.6K | 0.18% | −125−1.5% | Reduced |
| Merit Financial Group, LLC | 8,227 | $378.8K | 0.01% | +8,227 | New |
| Anchor Capital Advisors LLC | 8,225 | $378.7K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,216 | $378.2K | 0.07% | −2,763−25.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,192 | $377.0K | 0.12% | +15+0.2% | Added |
| Adirondack Trust Co | 7,884 | $375.6K | 0.18% | +41+0.5% | Added |
| Arbor Investment Advisors, LLC | 8,133 | $374.4K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 8,121 | $374.0K | 0.03% | +8,121 | New |
| Provence Wealth Management Group | 8,076 | $371.8K | 0.22% | +8,076 | New |
| NJ State Employees Deferred Compensation Plan | 8,000 | $368.3K | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7,953 | $366.2K | 0.01% | +686+9.4% | Added |
| First City Capital Management, Inc. | 7,944 | $365.7K | 0.22% | −1,240−13.5% | Reduced |
| 626 Financial, LLC | 7,936 | $365.4K | 0.23% | −116−1.4% | Reduced |
| Northwest Bancshares, Inc. | 7,907 | $364.0K | 0.07% | +73+0.9% | Added |
| Versor Investments LP | 7,900 | $363.7K | 0.06% | +7,900 | New |
| Segall Bryant & Hamill, LLC | 7,897 | $363.6K | 0.00% | +395+5.3% | Added |
| NewEdge Wealth, LLC | 7,896 | $363.5K | 0.01% | −3,111−28.3% | Reduced |
| My Legacy Advisors, LLC | 7,619 | $363.3K | 0.14% | +7,619 | New |
| Retirement Planning Co of New England, Inc. | 7,831 | $360.6K | 0.21% | −38−0.5% | Reduced |
| BSW Wealth Partners | 7,816 | $359.8K | 0.08% | +37+0.5% | Added |
| Violich Capital Management, Inc. | 7,765 | $358.0K | 0.06% | +410+5.6% | Added |
| Resurgent Financial Advisors LLC | 7,763 | $357.4K | 0.24% | +1,303+20.2% | Added |
| Kistler-Tiffany Companies, LLC | 7,741 | $356.4K | 0.06% | −891−10.3% | Reduced |
| Centennial Bank | 7,720 | $355.4K | 0.24% | −1,779−18.7% | Reduced |
| MCF Advisors LLC | 7,715 | $355.2K | 0.03% | −2,563−24.9% | Reduced |
| Field & Main Bank | 7,675 | $353.4K | 0.20% | −2,652−25.7% | Reduced |
| Capital Square, LLC | 7,656 | $352.5K | 0.33% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,645 | $352.0K | 0.05% | +926+13.8% | Added |
| RMB Capital Management, LLC | 7,619 | $350.8K | 0.01% | +201+2.7% | Added |
| Laffer Tengler Investments | 7,613 | $350.5K | 0.09% | +18+0.2% | Added |