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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 5,643 | $264.6K | 0.20% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,733 | $263.9K | 0.08% | +1,181+25.9% | Added |
| Lewis Capital Management, LLC | 5,718 | $263.3K | 0.38% | 00.0% | Unchanged |
| Rational Advisors LLC | 5,684 | $261.7K | 0.02% | +4,856+586.5% | Added |
| Stratos Wealth Advisors, LLC | 5,669 | $261.0K | 0.02% | −278−4.7% | Reduced |
| STAR Financial Bank | 5,661 | $260.6K | 0.24% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,692 | $260.4K | 0.10% | +345+6.5% | Added |
| Morris Retirement Advisors, LLC | 5,655 | $260.3K | 0.18% | +213+3.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,646 | $259.9K | 0.05% | +5,646 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,639 | $259.6K | 0.05% | +106+1.9% | Added |
| Prossimo Advisors, LLC | 5,630 | $259.0K | 0.25% | +5,630 | New |
| Edge Capital Group, LLC | 5,618 | $258.7K | 0.01% | +3,676+189.3% | Added |
| Allstate Corp | 5,575 | $256.7K | 0.02% | +1,111+24.9% | Added |
| CFM Wealth Partners LLC | 5,574 | $256.6K | 0.06% | −419−7.0% | Reduced |
| Accurate Wealth Management, LLC | 5,606 | $256.6K | 0.08% | −199−3.4% | Reduced |
| Associated Banc-Corp | 5,569 | $256.4K | 0.01% | −174−3.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,558 | $255.9K | 0.06% | +96+1.8% | Added |
| DDD Partners, LLC | 5,533 | $254.7K | 0.04% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,521 | $254.2K | 0.04% | +181+3.4% | Added |
| Integrity Financial Corp | 5,483 | $252.4K | 0.19% | −95−1.7% | Reduced |
| Wealthsource Partners, LLC | 5,470 | $251.8K | 0.02% | +464+9.3% | Added |
| GraniteShares Advisors LLC | 5,460 | $251.4K | 0.23% | +5,460 | New |
| Knightsbridge Asset Management, LLC | 5,460 | $251.0K | 0.08% | −5,336−49.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,382 | $247.8K | 0.05% | −552−9.3% | Reduced |
| Independence Bank of Kentucky | 5,348 | $246.2K | 0.10% | −1,000−15.8% | Reduced |
| Hills Bank & Trust Co | 5,347 | $246.2K | 0.03% | −16,851−75.9% | Reduced |
| C2C Wealth Management, LLC | 5,322 | $246.0K | 0.03% | −242−4.3% | Reduced |
| Fortune Financial Advisors, LLC | 5,339 | $245.8K | 0.18% | +5,339 | New |
| Allied Investment Advisors, LLC | 5,335 | $245.6K | 0.07% | +960+21.9% | Added |
| Richwood Investment Advisors, LLC | 5,326 | $245.2K | 0.24% | −809−13.2% | Reduced |
| InterOcean Capital Group, LLC | 5,303 | $244.2K | 0.01% | −679−11.4% | Reduced |
| Dorchester Wealth Management Co | 5,240 | $241.3K | 0.05% | −1,050−16.7% | Reduced |
| Hayek Kallen Investment Management | 5,227 | $241.0K | 0.10% | +14+0.3% | Added |
| Mirador Capital Partners LP | 5,229 | $240.7K | 0.06% | −18−0.3% | Reduced |
| Pointe Capital Management LLC | 5,221 | $240.4K | 0.18% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,220 | $240.3K | 0.13% | −962−15.6% | Reduced |
| SJS Investment Consulting Inc. | 5,216 | $240.1K | 0.06% | +42+0.8% | Added |
| Ameritas Advisory Services, LLC | 5,232 | $239.3K | 0.03% | −11,380−68.5% | Reduced |
| Avidian Wealth Solutions, LLC | 5,193 | $239.1K | 0.02% | +5,193 | New |
| EverSource Wealth Advisors, LLC | 5,169 | $238.0K | 0.03% | −219−4.1% | Reduced |
| Avestar Capital, LLC | 5,147 | $237.0K | 0.04% | +5,147 | New |
| Orca Investment Management, LLC | 5,129 | $236.1K | 0.26% | −15−0.3% | Reduced |
| Gray Wealth Management Inc. | 5,100 | $234.8K | 0.12% | −96−1.8% | Reduced |
| Alta Advisers Ltd | 5,100 | $234.8K | 0.13% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,093 | $234.5K | 0.11% | −8,008−61.1% | Reduced |
| Cohen & Steers, Inc. | 5,075 | $234.0K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,078 | $233.8K | 0.02% | +5,078 | New |
| Glen Eagle Advisors, LLC | 5,338 | $232.4K | 0.05% | −1,736−24.5% | Reduced |
| Clear Street Markets LLC | 5,044 | $232.0K | 0.10% | −1,254−19.9% | Reduced |
| L2 Asset Management, LLC | 5,020 | $231.1K | 0.11% | +399+8.6% | Added |
| Lifestyle Asset Management, Inc. | 5,018 | $231.0K | 0.14% | +5,018 | New |
| Benedetti & Gucer, Inc. | 5,008 | $231.0K | 0.12% | +5,008 | New |
| Deltec Asset Management LLC | 5,000 | $230.2K | 0.05% | −100−2.0% | Reduced |
| EJF Capital LLC | 5,000 | $230.2K | 0.11% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $230.2K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,894 | $229.5K | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,976 | $229.1K | 0.00% | +669+15.5% | Added |
| Gilbert & Cook, Inc. | 4,967 | $228.7K | 0.04% | +534+12.0% | Added |
| Bank Ozk | 4,954 | $228.1K | 0.11% | +4,954 | New |
| Prentice Wealth Management LLC | 4,948 | $227.8K | 0.10% | −388−7.3% | Reduced |
| Capital Investment Advisory Services, LLC | 4,947 | $227.8K | 0.02% | −861−14.8% | Reduced |
| Telemus Capital, LLC | 4,944 | $227.6K | 0.02% | +56+1.1% | Added |
| PFS Investments Inc. | 4,927 | $227.0K | 0.00% | +4,927 | New |
| Partners Capital Investment Group, LLP | 4,905 | $225.8K | 0.00% | +1,756+55.8% | Added |
| First Foundation Advisors | 4,901 | $225.6K | 0.01% | +4,901 | New |
| Donald L. Hagan, LLC | 4,882 | $224.8K | 0.13% | −86−1.7% | Reduced |
| Essex Savings Bank | 4,871 | $224.3K | 0.07% | +224+4.8% | Added |
| Buckingham Strategic Partners | 4,866 | $224.1K | 0.01% | +4,866 | New |
| Old North State Trust, LLC | 4,844 | $223.0K | 0.16% | −382−7.3% | Reduced |
| Perennial Investment Advisors, LLC | 4,823 | $222.0K | 0.04% | +3+0.1% | Added |
| Foster & Motley Inc | 4,827 | $222.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 4,792 | $220.6K | 0.00% | −41,197−89.6% | Reduced |
| VeraBank, N.A. | 4,790 | $220.5K | 0.08% | −399−7.7% | Reduced |
| Lantz Financial LLC | 4,735 | $218.0K | 0.09% | +380+8.7% | Added |
| Levin Capital Strategies, L.P. | 4,715 | $217.1K | 0.03% | −100−2.1% | Reduced |
| Everett Harris & Co | 4,711 | $216.9K | 0.00% | +4,711 | New |
| Summitry LLC | 4,701 | $216.4K | 0.01% | −354−7.0% | Reduced |
| Sightline Wealth Advisors, LLC | 4,606 | $216.0K | 0.21% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,682 | $215.5K | 0.02% | +4,682 | New |
| Almitas Capital LLC | 4,500 | $214.5K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 4,643 | $213.8K | 0.04% | +4,643 | New |
| Wealth Effects LLC | 4,615 | $212.5K | 0.09% | +4,615 | New |
| Navellier & Associates Inc | 4,600 | $211.8K | 0.04% | +4,600 | New |
| First National Bank of South Miami | 4,567 | $210.3K | 0.17% | −757−14.2% | Reduced |
| First National Bank of Omaha | 4,562 | $210.0K | 0.01% | −693−13.2% | Reduced |
| Alpha Family Trust | 4,560 | $209.9K | 0.15% | +4,560 | New |
| NTV Asset Management LLC | 4,527 | $208.4K | 0.04% | +4,527 | New |
| MONECO Advisors, LLC | 4,509 | $207.6K | 0.06% | +27+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 4,502 | $207.3K | 0.05% | −1,628−26.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,500 | $207.2K | 0.14% | 00.0% | Unchanged |
| Gs Investments, Inc. | 4,499 | $207.1K | 0.11% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,501 | $207.1K | 0.00% | −13,218−74.6% | Reduced |
| IPG Investment Advisors LLC | 4,477 | $206.1K | 0.04% | −150−3.2% | Reduced |
| Imprint Wealth LLC | 4,475 | $206.0K | 0.13% | +4,475 | New |
| Tarbox Family Office, Inc. | 4,469 | $205.8K | 0.04% | −37−0.8% | Reduced |
| Adell Harriman & Carpenter Inc | 4,374 | $204.4K | 0.02% | −650−12.9% | Reduced |
| Accel Wealth Management | 4,421 | $203.6K | 0.11% | +1,106+33.4% | Added |
| Waller Financial Planning Group, Inc | 4,415 | $203.3K | 0.06% | +4,415 | New |
| Successful Portfolios LLC | 4,406 | $202.9K | 0.17% | −2,122−32.5% | Reduced |
| RSM US Wealth Management LLC | 4,402 | $202.7K | 0.01% | +4,402 | New |