Skip to main content

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.

Other share classesC.PNC.PR

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.

Institutional holdersQ2 2023: 1,608 institutions
Q1 2021: 1,713 institutionsQ2 2021: 1,705 institutionsQ3 2021: 1,727 institutionsQ4 2021: 1,838 institutionsQ1 2022: 1,761 institutionsQ2 2022: 1,658 institutionsQ3 2022: 1,605 institutionsQ4 2022: 1,604 institutionsQ1 2023: 1,575 institutionsQ2 2023: 1,608 institutionsQ3 2023: 1,519 institutionsQ4 2023: 1,672 institutionsQ1 2024: 1,777 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,791 institutionsQ4 2024: 1,996 institutionsQ1 2025: 2,025 institutionsQ2 2025: 2,064 institutionsQ3 2025: 2,215 institutionsQ4 2025: 2,459 institutionsQ1 2026: 2,474 institutionsQ2 2026: 2,644 institutions
Value heldQ2 2023: $63.7B
Q1 2021: $115.1BQ2 2021: $109.2BQ3 2021: $104.8BQ4 2021: $90.0BQ1 2022: $77.4BQ2 2022: $64.4BQ3 2022: $58.4BQ4 2022: $63.4BQ1 2023: $65.6BQ2 2023: $63.7BQ3 2023: $56.0BQ4 2023: $71.0BQ1 2024: $87.6BQ2 2024: $88.5BQ3 2024: $87.9BQ4 2024: $100.1BQ1 2025: $101.9BQ2 2025: $121.9BQ3 2025: $139.9BQ4 2025: $161.6BQ1 2026: $150.5BQ2 2026: $187.1B
Institutions holding C and their total value by quarter
QuarterHoldersValue
Q2 20262,644$187.1B
Q1 20262,474$150.5B
Q4 20252,459$161.6B
Q3 20252,215$139.9B
Q2 20252,064$121.9B
Q1 20252,025$101.9B
Q4 20241,996$100.1B
Q3 20241,791$87.9B
Q2 20241,787$88.5B
Q1 20241,777$87.6B
Q4 20231,672$71.0B
Q3 20231,519$56.0B
Q2 20231,608$63.7B
Q1 20231,575$65.6B
Q4 20221,604$63.4B
Q3 20221,605$58.4B
Q2 20221,658$64.4B
Q1 20221,761$77.4B
Q4 20211,838$90.0B
Q3 20211,727$104.8B
Q2 20211,705$109.2B
Q1 20211,713$115.1B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2023.

Institutions holding C in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Truvestments Capital LLC342$15.7K0.01%+332+3,320.0%Added
Montag A & Associates Inc334$15.4K0.00%−1,224−78.6%Reduced
CoreFirst Bank & Trust332$15.3K0.01%−909−73.2%Reduced
Farmers & Merchants Trust Co of Chambersburg PA316$15.0K0.01%−727−69.7%Reduced
Mine & Arao Wealth Creation & Management, LLC.322$14.8K0.01%00.0%Unchanged
Northwest Capital Management Inc317$14.6K0.01%+317New
McIlrath & Eck, LLC314$14.5K0.00%−1,000−76.1%Reduced
Red Tortoise LLC314$14.5K0.01%+263+515.7%Added
Fairfield, Bush & Co.300$13.8K0.00%+300New
MB, Levis & Associates, LLC295$13.6K0.01%−280−48.7%Reduced
25 LLC274$13.1K0.01%+14+5.4%Added
New England Capital Financial Advisors LLC281$12.9K0.01%00.0%Unchanged
Westchester Capital Management, Inc.273$12.6K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC251$12.0K0.00%−146−36.8%Reduced
American National Bank256$11.8K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC251$11.6K0.01%+107+74.3%Added
Capital Management Associates250$11.5K0.02%00.0%Unchanged
Bank of New Hampshire250$11.5K0.00%00.0%Unchanged
Beacon Capital Management, LLC248$11.4K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC246$11.3K0.00%−195−44.2%Reduced
Venturi Wealth Management, LLC237$10.9K0.00%+52+28.1%Added
Financial Synergies Wealth Advisors, Inc.236$10.9K0.00%+2+0.9%Added
Plante Moran Financial Advisors, LLC235$10.8K0.00%+22+10.3%Added
Valley Forge Investment Consultants Inc Adv231$10.6K0.01%00.0%Unchanged
NewSquare Capital LLC216$9.95K0.00%−60−21.7%Reduced
HHM Wealth Advisors, LLC212$9.76K0.00%00.0%Unchanged
Atticus Wealth Management, LLC209$9.60K0.00%+3+1.5%Added
Rise Advisors, LLC203$9.35K0.01%+2+1.0%Added
Albion Financial Group196$9.02K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc195$8.98K0.00%00.0%Unchanged
Baldwin Brothers Inc188$8.66K0.00%00.0%Unchanged
Princeton Global Asset Management LLC187$8.61K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC185$8.52K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.186$8.34K0.00%−269−59.1%Reduced
TFC Financial Management170$7.83K0.00%+170New
WealthPlan Investment Management, LLC158$7.27K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc155$7.14K0.00%−307−66.5%Reduced
South State Corp.150$6.91K0.00%−393−72.4%Reduced
Arrow Financial Corp150$6.91K0.00%00.0%Unchanged
Kelly Financial Services LLC140$6.46K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.139$6.42K0.01%+2+1.5%Added
Coppell Advisory Solutions LLC138$6.40K0.00%+138New
Cowen Prime Advisors LLC134$6.17K0.00%00.0%Unchanged
Hoese & Co LLP133$6.12K0.01%00.0%Unchanged
Toth Financial Advisory Corp131$6.05K0.00%+1+0.8%Added
Safeguard Financial, LLC140$6.00K0.00%+140New
Arcadia Investment Management Corp125$5.75K0.00%−13−9.4%Reduced
Worth Asset Management, LLC125$5.75K0.00%+125New
Core Wealth Advisors, Inc.120$5.53K0.00%00.0%Unchanged
Old Second National Bank of Aurora115$5.29K0.00%00.0%Unchanged
Acima Private Wealth, LLC110$5.06K0.00%00.0%Unchanged
Vigilant Capital Management, LLC100$5.00K0.00%00.0%Unchanged
Financial Freedom, LLC107$4.92K0.00%+1+0.9%Added
Private Ocean, LLC106$4.88K0.00%00.0%Unchanged
Retirement Group, LLC102$4.70K0.00%00.0%Unchanged
Antonetti Capital Management LLC100$4.60K0.01%−200−66.7%Reduced
Hoertkorn Richard Charles100$4.60K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC95$4.37K0.00%+7+8.0%Added
Disciplined Investments, LLC94$4.33K0.00%−12−11.3%Reduced
Robinswood Financial LLC94$4.33K0.00%+94New
Wolff Wiese Magana LLC94$4.32K0.00%−48−33.8%Reduced
PayPay Securities Corp93$4.28K0.26%−13−12.3%Reduced
Hazlett, Burt & Watson, Inc.83$4.00K0.00%+1+1.2%Added
Iron Horse Wealth Management, LLC80$3.68K0.00%00.0%Unchanged
Hoey Investments, Inc75$3.45K0.00%−3,050−97.6%Reduced
DB Wealth Management Group, LLC73$3.36K0.00%00.0%Unchanged
Versant Capital Management, Inc70$3.22K0.00%−964−93.2%Reduced
Legend Financial Advisors, Inc.61$2.81K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC62$2.75K0.00%−30−32.6%Reduced
Evermay Wealth Management LLC58$2.67K0.00%00.0%Unchanged
Eukles Asset Management57$2.62K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC57$2.62K0.00%+22+62.9%Added
Motco56$2.58K0.00%+34+154.5%Added
First Capital Advisors Group, LLC.54$2.49K0.00%+54New
Institutional & Family Asset Management, LLC50$2.30K0.00%00.0%Unchanged
Aspire Private Capital, LLC48$2.20K0.00%+1+2.1%Added
Cassady Schiller Wealth Management, LLC46$2.12K0.00%00.0%Unchanged
Bellevue Asset Management, LLC40$1.88K0.00%00.0%Unchanged
JDM Financial Group LLC38$1.75K0.00%00.0%Unchanged
Gilder Gagnon Howe & Co LLC35$1.61K0.00%+35New
WFA of San Diego, LLC32$1.47K0.00%+32New
Annapolis Financial Services, LLC31$1.43K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC30$1.38K0.00%+30New
VisionPoint Advisory Group, LLC30$1.38K0.00%+30New
Spotlight Asset Group, Inc.30$1.38K0.00%+30New
Beaird Harris Wealth Management, LLC29$1.33K0.00%00.0%Unchanged
Bogart Wealth, LLC28$1.29K0.00%+23+460.0%Added
Credential Qtrade Securities Inc.25$1.15K0.00%+25New
BBJS Financial Advisors, LLC24$1.10K0.00%00.0%Unchanged
USA Financial Portformulas Corp22$1.01K0.00%00.0%Unchanged
Piscataqua Savings Bank22$1.01K0.00%00.0%Unchanged
PrairieView Partners, LLC29$1.00K0.00%00.0%Unchanged
New Millennium Group LLC21$9670.00%00.0%Unchanged
Cedar Mountain Advisors, LLC20$9210.00%00.0%Unchanged
McMillion Capital Management Inc20$9210.00%+20New
Macroview Investment Management LLC15$6960.00%00.0%Unchanged
Barrett & Company, Inc.12$6130.00%−1−7.7%Reduced
Coastal Capital Group, Inc.12$5590.00%00.0%Unchanged
Silicon Valley Capital Partners8$3550.00%−418−98.1%Reduced
HighMark Wealth Management LLC6$2610.00%00.0%Unchanged