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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Nwam LLC | 7,594 | $349.7K | 0.03% | −259−3.3% | Reduced |
| Delta Asset Management LLC | 7,548 | $347.5K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,538 | $347.1K | 0.02% | −387−4.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,577 | $346.3K | 0.06% | +1,602+26.8% | Added |
| Western Wealth Management, LLC | 7,516 | $346.1K | 0.03% | −1,216−13.9% | Reduced |
| Buckley Wealth Management, LLC | 7,515 | $346.0K | 0.12% | +7,515 | New |
| Claro Advisors LLC | 7,487 | $344.7K | 0.09% | +172+2.4% | Added |
| Chapin Davis, Inc. | 7,476 | $344.2K | 0.16% | −35−0.5% | Reduced |
| Cozad Asset Management Inc | 7,435 | $342.3K | 0.04% | −26,762−78.3% | Reduced |
| Kathmere Capital Management, LLC | 7,420 | $341.6K | 0.05% | +880+13.5% | Added |
| Brown, Lisle/Cummings, Inc. | 7,416 | $341.4K | 0.15% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 7,404 | $340.9K | 0.27% | +45+0.6% | Added |
| 9258 Wealth Management, LLC | 7,397 | $340.6K | 0.06% | +109+1.5% | Added |
| NorthRock Partners, LLC | 7,326 | $337.3K | 0.04% | −1,661−18.5% | Reduced |
| Focus Financial Network, Inc. | 7,310 | $336.6K | 0.02% | −1,383−15.9% | Reduced |
| Nemes Rush Group LLC | 7,273 | $334.8K | 0.06% | +7,273 | New |
| DCF Advisers, LLC | 7,250 | $333.8K | 0.23% | – | – |
| Seven Mile Advisory | 7,249 | $333.7K | 0.39% | +7,249 | New |
| TrinityPoint Wealth, LLC | 7,216 | $332.2K | 0.06% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 7,214 | $332.1K | 0.10% | +9+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,210 | $329.6K | 0.15% | −4,470−38.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,124 | $328.0K | 0.19% | +20.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,050 | $324.6K | 0.18% | −1,700−19.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,004 | $322.5K | 0.02% | −1,142−14.0% | Reduced |
| Sherbrooke Park Advisers LLC | 7,000 | $322.3K | 0.17% | +7,000 | New |
| Legacy Advisors, LLC | 6,974 | $321.1K | 0.05% | −204−2.8% | Reduced |
| WBI Investments | 6,965 | $320.7K | 0.06% | −73,922−91.4% | Reduced |
| Parcion Private Wealth LLC | 6,953 | $320.1K | 0.03% | −20.0% | Reduced |
| Aurora Private Wealth, Inc. | 6,925 | $319.0K | 0.36% | −173−2.4% | Reduced |
| Sonoma Private Wealth LLC | 6,911 | $318.2K | 0.56% | +6,911 | New |
| Fukoku Mutual Life Insurance Co | 6,910 | $318.1K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,889 | $317.2K | 0.15% | −471−6.4% | Reduced |
| Vicus Capital | 6,881 | $316.8K | 0.03% | −536−7.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,860 | $315.8K | 0.21% | −325−4.5% | Reduced |
| Integrated Investment Consultants, LLC | 6,860 | $315.8K | 0.10% | +1,785+35.2% | Added |
| Summit Financial, LLC | 6,804 | $313.3K | 0.02% | +507+8.1% | Added |
| Virtue Capital Management, LLC | 6,673 | $312.3K | 0.05% | −1,793−21.2% | Reduced |
| Vanguard Capital Wealth Advisors | 6,735 | $310.1K | 0.28% | +82+1.2% | Added |
| Marino, Stram & Associates LLC | 6,698 | $308.4K | 0.09% | +84+1.3% | Added |
| Jmac Enterprises LLC | 6,696 | $308.3K | 0.08% | −16−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 6,673 | $307.2K | 0.06% | +1,903+39.9% | Added |
| Transamerica Financial Advisors, Inc. | 6,651 | $307.0K | 0.04% | −762−10.3% | Reduced |
| LJI Wealth Management, LLC | 6,662 | $306.7K | 0.09% | −249−3.6% | Reduced |
| FourThought Financial Partners, LLC | 6,651 | $306.2K | 0.04% | −519−7.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,644 | $305.9K | 0.15% | +6,644 | New |
| Cim Investment Mangement Inc | 6,605 | $304.1K | 0.10% | +15+0.2% | Added |
| Janney Capital Management LLC | 6,575 | $303.0K | 0.02% | −16−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 6,510 | $301.3K | 0.04% | +159+2.5% | Added |
| Breakwater Capital Group | 6,541 | $301.1K | 0.11% | +451+7.4% | Added |
| Altfest L J & Co Inc | 6,529 | $301.0K | 0.05% | +192+3.0% | Added |
| Baxter Bros Inc | 6,520 | $300.2K | 0.04% | −711−9.8% | Reduced |
| Shapiro Capital Management LLC | 6,520 | $300.2K | 0.01% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,509 | $299.7K | 0.26% | +1,446+28.6% | Added |
| Mather Group, LLC. | 6,501 | $299.3K | 0.00% | +6,501 | New |
| Beta Wealth Group, Inc. | 6,500 | $299.3K | 0.17% | +700+12.1% | Added |
| Fusion Capital, LLC | 6,455 | $297.2K | 0.17% | +126+2.0% | Added |
| Jeppson Wealth Management, LLC | 6,418 | $295.5K | 0.13% | +61+1.0% | Added |
| Mirabella Financial Services LLP | 6,415 | $295.3K | 0.03% | +6,415 | New |
| Main Street Financial Solutions, LLC | 6,413 | $295.2K | 0.04% | +194+3.1% | Added |
| Cowa, LLC | 6,400 | $294.7K | 0.19% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 6,399 | $294.6K | 0.19% | −115−1.8% | Reduced |
| Eads & Heald Wealth Management | 6,382 | $294.0K | 0.14% | −576−8.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 6,366 | $293.1K | 0.10% | −365−5.4% | Reduced |
| Cottage Street Advisors LLC | 6,356 | $292.6K | 0.21% | −398−5.9% | Reduced |
| Sargent Investment Group, LLC | 6,314 | $290.7K | 0.07% | +145+2.4% | Added |
| Ameliora Wealth Management Ltd. | 6,265 | $288.5K | 0.18% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 6,256 | $288.0K | 0.23% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,254 | $287.9K | 0.01% | +1,991+46.7% | Added |
| Icon Wealth Partners, LLC | 6,236 | $287.1K | 0.03% | −70−1.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,235 | $287.1K | 0.05% | −4,324−41.0% | Reduced |
| X-Square Capital, LLC | 6,234 | $287.0K | 0.19% | +48+0.8% | Added |
| Cladis Investment Advisory, LLC | 6,231 | $286.9K | 0.25% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,217 | $286.2K | 0.01% | −44,077−87.6% | Reduced |
| Marcum Wealth, LLC | 6,205 | $285.7K | 0.03% | +95+1.6% | Added |
| Quent Capital, LLC | 6,170 | $284.1K | 0.04% | +231+3.9% | Added |
| Zions Bancorporation, N.A. | 6,170 | $284.1K | 0.02% | −1,248−16.8% | Reduced |
| Northern Oak Wealth Management Inc | 6,169 | $284.0K | 0.03% | −917−12.9% | Reduced |
| Fidelis Capital Partners, LLC | 6,160 | $283.6K | 0.10% | −218−3.4% | Reduced |
| Pacific Center for Financial Services | 6,150 | $283.1K | 0.09% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 0 | $283.0K | 0.02% | −6,008−100.0% | Reduced |
| Stokes Family Office, LLC | 6,102 | $281.0K | 0.03% | +1,254+25.9% | Added |
| Requisite Capital Management, LLC | 6,087 | $280.2K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,086 | $280.2K | 0.01% | +74+1.2% | Added |
| Stevens Capital Management LP | 6,079 | $280.0K | 0.06% | +6,079 | New |
| West Family Investments, Inc. | 6,035 | $277.9K | 0.11% | +6,035 | New |
| Monticello Wealth Management, LLC | 6,033 | $277.8K | 0.03% | −43,140−87.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,022 | $277.3K | 0.03% | −119−1.9% | Reduced |
| Keudell/Morrison Wealth Management | 6,017 | $277.0K | 0.08% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 6,003 | $276.4K | 0.09% | +922+18.1% | Added |
| Moneta Group Investment Advisors LLC | 5,991 | $275.8K | 0.01% | −1,479−19.8% | Reduced |
| Advisory Research Inc | 5,988 | $275.7K | 0.04% | +5,988 | New |
| First Dallas Securities Inc. | 5,965 | $275.0K | 0.15% | −1,997−25.1% | Reduced |
| Koss-Olinger Consulting, LLC | 5,962 | $274.0K | 0.03% | +66+1.1% | Added |
| Family Legacy, Inc. | 5,936 | $273.3K | 0.11% | +50+0.8% | Added |
| Community Bank & Trust, Waco, Texas | 5,928 | $273.0K | 0.08% | −20.0% | Reduced |
| Wesbanco Bank Inc | 5,869 | $271.0K | 0.01% | −863−12.8% | Reduced |
| IFG Advisors, LLC | 5,813 | $267.7K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,801 | $267.1K | 0.01% | −286−4.7% | Reduced |
| Inscription Capital, LLC | 5,797 | $266.9K | 0.08% | −250−4.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,784 | $266.3K | 0.14% | +161+2.9% | Added |