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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1,263 | $58.1K | 0.00% | +1,263 | New |
| Cape Investment Advisory, Inc. | 1,239 | $57.0K | 0.03% | +203+19.6% | Added |
| Emfo, LLC | 1,200 | $55.2K | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,191 | $54.8K | 0.01% | −7,262−85.9% | Reduced |
| Core Alternative Capital | 1,184 | $54.5K | 0.01% | −213−15.2% | Reduced |
| Y.D. More Investments Ltd | 1,168 | $53.7K | 0.01% | −755−39.3% | Reduced |
| Column Capital Advisors, LLC | 1,150 | $52.9K | 0.01% | −6−0.5% | Reduced |
| Founders Capital Management | 1,149 | $52.9K | 0.04% | −1,851−61.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,127 | $51.9K | 0.00% | −1,396−55.3% | Reduced |
| Studio Investment Management LLC | 1,125 | $51.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,124 | $51.7K | 0.05% | +833+286.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,108 | $51.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,102 | $50.7K | 0.01% | +368+50.1% | Added |
| Grayhawk Investment Strategies Inc. | 1,100 | $50.6K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,050 | $48.3K | 0.03% | −359−25.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,047 | $48.2K | 0.01% | −47−4.3% | Reduced |
| Loomis Sayles & Co L P | 1,035 | $48.0K | 0.00% | −575−35.7% | Reduced |
| Bollard Group LLC | 1,044 | $48.0K | 0.00% | +148+16.5% | Added |
| Earnest Partners LLC | 1,033 | $47.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,048 | $46.8K | 0.03% | +81+8.4% | Added |
| Tucker Asset Management LLC | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $46.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 992 | $46.0K | 0.02% | −106−9.7% | Reduced |
| CNB Bank | 998 | $45.9K | 0.03% | −33−3.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 990 | $45.6K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 976 | $44.9K | 0.01% | +976 | New |
| Cambridge Trust Co | 958 | $44.1K | 0.00% | −181−15.9% | Reduced |
| Arlington Partners LLC | 948 | $43.6K | 0.01% | −43−4.3% | Reduced |
| Costello Asset Management, INC | 944 | $43.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 915 | $43.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 937 | $43.0K | 0.02% | +937 | New |
| Park Place Capital Corp | 926 | $42.6K | 0.01% | +78+9.2% | Added |
| Pacifica Partners Inc. | 895 | $41.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 870 | $40.0K | 0.01% | −131−13.1% | Reduced |
| AXS Investments LLC | 868 | $40.0K | 0.01% | −244−21.9% | Reduced |
| Bangor Savings Bank | 868 | $40.0K | 0.00% | −50−5.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 867 | $39.9K | 0.01% | +249+40.3% | Added |
| Castleview Partners, LLC | 865 | $39.8K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 827 | $38.6K | 0.02% | +10+1.2% | Added |
| Horan Securities, Inc. | 802 | $36.9K | 0.02% | +5+0.6% | Added |
| Norwood Financial Corp | 794 | $36.6K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 765 | $35.2K | 0.01% | −20−2.5% | Reduced |
| Webster Bank, N. A. | 742 | $34.2K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $34.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $34.0K | 0.02% | +100+15.7% | Added |
| Hartford Financial Management Inc. | 721 | $33.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 715 | $32.9K | 0.02% | +715 | New |
| West Paces Advisors Inc. | 705 | $32.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 690 | $31.8K | 0.02% | −39−5.3% | Reduced |
| Union Savings Bank | 640 | $30.5K | 0.02% | +640 | New |
| Atlas Capital Advisors LLC | 653 | $30.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 633 | $29.1K | 0.01% | +108+20.6% | Added |
| GW&K Investment Management, LLC | 626 | $29.0K | 0.00% | +626 | New |
| Activest Wealth Management | 448 | $29.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 628 | $28.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 612 | $28.2K | 0.02% | +107+21.2% | Added |
| SkyView Investment Advisors, LLC | 605 | $28.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 607 | $27.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 605 | $27.9K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 602 | $27.7K | 0.01% | +82+15.8% | Added |
| Cranbrook Wealth Management, LLC | 595 | $27.4K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 574 | $26.4K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 571 | $26.3K | 0.02% | +34+6.3% | Added |
| Chesapeake Asset Management LLC | 570 | $26.2K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 558 | $26.2K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $26.0K | 0.01% | 00.0% | Unchanged |
| Prostatis Group LLC | 24,152 | $25.4K | 0.01% | +24,152 | New |
| Financial Perspectives, Inc | 546 | $25.1K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 528 | $24.3K | 0.02% | +5+1.0% | Added |
| Brown Shipley& Co Ltd | 500 | $23.0K | 0.01% | −370−42.5% | Reduced |
| Logan Capital Management Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 506 | $23.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 497 | $22.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 481 | $22.5K | 0.00% | +481 | New |
| Kapitalo Investimentos Ltda | 469 | $21.6K | 0.00% | +469 | New |
| Coston, McIsaac & Partners | 467 | $21.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 452 | $20.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $20.8K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 450 | $20.7K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 447 | $20.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 442 | $20.4K | 0.00% | +50+12.8% | Added |
| GPS Wealth Strategies Group, LLC | 435 | $20.0K | 0.00% | +3+0.7% | Added |
| Tortoise Investment Management, LLC | 431 | $19.9K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 421 | $19.4K | 0.01% | +421 | New |
| V-Square Quantitative Management LLC | 416 | $19.2K | 0.01% | +416 | New |
| WealthPLAN Partners, LLC | 401 | $18.5K | 0.00% | +2+0.5% | Added |
| AlphaMark Advisors, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 395 | $18.0K | 0.00% | +184+87.2% | Added |
| GHP Investment Advisors, Inc. | 393 | $17.5K | 0.00% | −504−56.2% | Reduced |
| Citizens National Bank Trust Department | 380 | $17.5K | 0.00% | −110−22.4% | Reduced |
| Cornerstone Planning Group LLC | 378 | $17.4K | 0.01% | +378 | New |
| JJJ Advisors Inc. | 373 | $17.2K | 0.00% | +91+32.3% | Added |
| Steward Financial Group LLC | 372 | $17.0K | 0.01% | +372 | New |
| Glass Jacobson Investment Advisors llc | 369 | $17.0K | 0.01% | +369 | New |
| Colonial Trust Advisors | 365 | $16.8K | 0.00% | −411−53.0% | Reduced |
| Abound Wealth Management | 364 | $16.8K | 0.01% | +111+43.9% | Added |
| Laurel Wealth Advisors LLC | 363 | $16.7K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 353 | $16.3K | 0.01% | +37+11.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 344 | $15.8K | 0.01% | 00.0% | Unchanged |