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 |
|---|---|---|---|---|---|
| Carr Financial Group Corp | 4,399 | $202.5K | 0.08% | −1,930−30.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,375 | $201.4K | 0.09% | −850−16.3% | Reduced |
| Aspen Investment Management Inc | 4,361 | $201.0K | 0.12% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 4,362 | $200.8K | 0.01% | +4,362 | New |
| Leuthold Group, LLC | 4,353 | $200.4K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,238 | $195.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,229 | $194.7K | 0.10% | −152−3.5% | Reduced |
| Covestor Ltd | 4,172 | $193.0K | 0.15% | +363+9.5% | Added |
| Endurance Wealth Management, Inc. | 4,152 | $191.0K | 0.03% | +50+1.2% | Added |
| Tradition Wealth Management, LLC | 4,127 | $190.0K | 0.02% | −7,305−63.9% | Reduced |
| Crewe Advisors LLC | 4,120 | $189.7K | 0.03% | +164+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,102 | $188.9K | 0.01% | +1,218+42.2% | Added |
| Rosenberg Matthew Hamilton | 4,101 | $188.8K | 0.06% | −271−6.2% | Reduced |
| FNY Investment Advisers, LLC | 4,090 | $188.0K | 0.24% | +300+7.9% | Added |
| Atlantic Trust, LLC | 4,000 | $187.4K | 0.06% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,047 | $186.3K | 0.11% | +4,017+13,390.0% | Added |
| MV Capital Management, Inc. | 4,023 | $185.2K | 0.02% | −1,858−31.6% | Reduced |
| Atwood & Palmer Inc | 4,000 | $184.2K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $184.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3,972 | $182.0K | 0.05% | +3,456+669.8% | Added |
| Caldwell Trust Co | 3,931 | $181.0K | 0.02% | +748+23.5% | Added |
| Castleark Management LLC | 3,844 | $177.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,841 | $176.9K | 0.01% | −1,506−28.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,768 | $173.0K | 0.00% | −4,800−56.0% | Reduced |
| Anchor Investment Management, LLC | 3,734 | $171.9K | 0.02% | −1,574−29.7% | Reduced |
| Valley National Advisers Inc | 3,702 | $171.0K | 0.03% | +27+0.7% | Added |
| One River Asset Management, LLC | 3,649 | $168.9K | 0.13% | −5,315−59.3% | Reduced |
| Key Financial Inc | 3,644 | $167.8K | 0.06% | +88+2.5% | Added |
| TCTC Holdings, LLC | 3,572 | $164.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,548 | $163.3K | 0.01% | −1,886−34.7% | Reduced |
| Central Trust Co | 3,519 | $162.0K | 0.00% | −374−9.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,434 | $158.1K | 0.08% | −252−6.8% | Reduced |
| Grove Bank & Trust | 3,379 | $155.6K | 0.03% | +220+7.0% | Added |
| Strengthening Families & Communities, LLC | 3,365 | $155.0K | 0.07% | +3,365 | New |
| LFA - Lugano Financial Advisors SA | 3,355 | $154.5K | 0.10% | +1,400+71.6% | Added |
| Gables Capital Management Inc. | 3,266 | $150.4K | 0.10% | −134−3.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,265 | $150.3K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,190 | $146.9K | 0.00% | −24,806−88.6% | Reduced |
| Western Pacific Wealth Management, LP | 3,124 | $143.8K | 0.11% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,050 | $140.4K | 0.00% | +172+6.0% | Added |
| Hanson & Doremus Investment Management | 2,944 | $136.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,908 | $134.0K | 0.03% | −40−1.4% | Reduced |
| Silvant Capital Management LLC | 2,906 | $133.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,875 | $132.0K | 0.07% | +1,015+54.6% | Added |
| GeoWealth Management, LLC | 2,764 | $127.0K | 0.01% | −16−0.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,755 | $127.0K | 0.03% | +1,847+203.4% | Added |
| Baker Avenue Asset Management, LP | 2,710 | $124.8K | 0.01% | −455−14.4% | Reduced |
| West Branch Capital LLC | 2,672 | $123.0K | 0.06% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,657 | $122.3K | 0.12% | +2,657 | New |
| Haverford Trust Co | 2,653 | $122.1K | 0.00% | +2,653 | New |
| Counterpoint Mutual Funds LLC | 2,630 | $121.1K | 0.11% | +2,630 | New |
| Washington Trust Advisors, Inc. | 2,625 | $120.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,504 | $115.3K | 0.01% | +238+10.5% | Added |
| Savior LLC | 2,498 | $115.0K | 0.47% | −28,244−91.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,455 | $113.0K | 0.02% | −182−6.9% | Reduced |
| DuPont Capital Management Corp | 2,419 | $111.4K | 0.01% | −4,335−64.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,391 | $110.1K | 0.01% | +34+1.4% | Added |
| State of Wyoming | 2,371 | $109.2K | 0.03% | +2,371 | New |
| Ancora Advisors, LLC | 2,364 | $108.8K | 0.00% | −725−23.5% | Reduced |
| Acropolis Investment Management, LLC | 2,323 | $107.0K | 0.01% | −2−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 2,319 | $106.8K | 0.01% | −17−0.7% | Reduced |
| Clearview Wealth Advisors LLC | 2,317 | $106.7K | 0.11% | +10+0.4% | Added |
| Eagle Bay Advisors LLC | 2,303 | $106.1K | 0.06% | −820−26.3% | Reduced |
| Gleason Group, Inc. | 2,291 | $105.5K | 0.03% | −81−3.4% | Reduced |
| Belmont Capital, LLC | 2,282 | $105.1K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,289 | $105.0K | 0.07% | +2,275+16,250.0% | Added |
| Glassman Wealth Services | 2,267 | $104.4K | 0.02% | −262−10.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $103.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,160 | $99.4K | 0.02% | −822−27.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,126 | $97.9K | 0.02% | +106+5.2% | Added |
| PFG Private Wealth Management, LLC | 2,109 | $97.1K | 0.06% | +78+3.8% | Added |
| Banco de Sabadell, S.A | 2,057 | $95.0K | 0.08% | −122−5.6% | Reduced |
| Winmill & Co. Inc | 2,000 | $92.1K | 0.03% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 2,000 | $92.1K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,964 | $90.4K | 0.01% | −27−1.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,970 | $89.1K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,895 | $87.2K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,840 | $84.7K | 0.01% | +272+17.3% | Added |
| Trifecta Capital Advisors, LLC | 1,817 | $83.7K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,730 | $79.6K | 0.05% | −2,084−54.6% | Reduced |
| Washington Trust Co | 1,717 | $79.1K | 0.00% | −641−27.2% | Reduced |
| Sittner & Nelson, LLC | 1,709 | $78.7K | 0.04% | −3,200−65.2% | Reduced |
| First Command Bank | 1,687 | $77.7K | 0.01% | +40+2.4% | Added |
| First Command Financial Services, Inc. | 1,687 | $77.7K | 0.01% | +40+2.4% | Added |
| West Tower Group, LLC | 1,674 | $77.1K | 0.06% | +1,674 | New |
| Trust Co | 1,662 | $76.5K | 0.01% | +145+9.6% | Added |
| Baystate Wealth Management LLC | 1,643 | $75.7K | 0.01% | +248+17.8% | Added |
| PFS Partners, LLC | 1,629 | $75.0K | 0.06% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 1,600 | $73.7K | 0.05% | −9,090−85.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,587 | $73.0K | 0.03% | +11+0.7% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $72.7K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,520 | $70.0K | 0.03% | +110+7.8% | Added |
| Avion Wealth | 1,546 | $70.0K | 0.02% | +103+7.1% | Added |
| CKW Financial Group | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,498 | $69.0K | 0.02% | +6+0.4% | Added |
| Colonial Trust Co | 1,485 | $68.4K | 0.02% | +200+15.6% | Added |
| Addison Advisors LLC | 1,483 | $68.3K | 0.03% | +39+2.7% | Added |
| JCIC Asset Management Inc. | 1,480 | $68.1K | 0.03% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,461 | $67.3K | 0.04% | +1,461 | New |
| Peoples Financial Services Corp. | 1,386 | $63.8K | 0.03% | 00.0% | Unchanged |