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
- 1,609
- +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
- 609 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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 25,345 | $1.31M | 0.07% | +4,345+20.7% | Added |
| InTrack Investment Management Inc | 28,517 | $1.31M | 1.07% | +1,100+4.0% | Added |
| Am Investment Strategies LLC | 28,443 | $1.31M | 0.41% | +840+3.0% | Added |
| Centaurus Financial, Inc. | 28,420 | $1.31M | 0.11% | −6,749−19.2% | Reduced |
| DoubleLine ETF Adviser LP | 28,305 | $1.30M | 0.48% | +6,269+28.4% | Added |
| Phoenix Holdings Ltd. | 28,223 | $1.30M | 0.03% | +28,223 | New |
| Bell & Brown Wealth Advisors, LLC | 28,200 | $1.30M | 0.65% | +1,807+6.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 27,931 | $1.29M | 0.27% | +27,931 | New |
| We Are One Seven, LLC | 27,776 | $1.28M | 0.12% | −313−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 27,651 | $1.27M | 0.03% | +4,470+19.3% | Added |
| Signaturefd, LLC | 27,638 | $1.27M | 0.03% | −2,196−7.4% | Reduced |
| SeaCrest Wealth Management, LLC | 27,621 | $1.27M | 0.16% | +5,661+25.8% | Added |
| Columbus Macro, LLC | 27,419 | $1.27M | 0.50% | +27,419 | New |
| Bridgefront Capital, LLC | 27,461 | $1.26M | 0.68% | +1,170+4.5% | Added |
| Dakota Wealth Management | 27,442 | $1.26M | 0.06% | +23,039+523.3% | Added |
| Colony Group LLC | 27,330 | $1.26M | 0.02% | −624−2.2% | Reduced |
| Trust Asset Management LLC | 27,234 | $1.25M | 0.13% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27,162 | $1.25M | 0.12% | +3,204+13.4% | Added |
| Mastrapasqua Asset Management Inc | 27,130 | $1.25M | 0.14% | +40+0.1% | Added |
| Lynch Asset Management, Inc. | 27,100 | $1.25M | 0.80% | −2,500−8.4% | Reduced |
| Wellington Shields & Co., LLC | 26,928 | $1.24M | 0.29% | +2,100+8.5% | Added |
| Qtron Investments LLC | 26,824 | $1.23M | 0.23% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 26,801 | $1.23M | 0.27% | +1,431+5.6% | Added |
| Granite Investment Partners, LLC | 26,781 | $1.23M | 0.05% | +30.0% | Added |
| Birmingham Capital Management Co Inc | 26,705 | $1.23M | 0.51% | −4,800−15.2% | Reduced |
| Boyar Asset Management Inc. | 26,545 | $1.22M | 0.90% | −66−0.2% | Reduced |
| Abn Amro Investment Solutions | 26,503 | $1.22M | 0.02% | −60,833−69.7% | Reduced |
| Cascade Investment Advisors, Inc. | 26,365 | $1.21M | 0.91% | +26,365 | New |
| Ostrum Asset Management | 26,208 | $1.21M | 0.10% | +64+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.20M | 0.43% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 26,007 | $1.20M | 0.08% | −27−0.1% | Reduced |
| E&G Advisors, LP | 25,980 | $1.20M | 0.42% | −65−0.2% | Reduced |
| Profund Advisors LLC | 25,920 | $1.19M | 0.06% | −1,310−4.8% | Reduced |
| White Pine Capital LLC | 25,571 | $1.18M | 0.44% | +8,987+54.2% | Added |
| Belpointe Asset Management LLC | 83,935 | $1.17M | 0.12% | −45,146−35.0% | Reduced |
| Savant Capital, LLC | 25,454 | $1.17M | 0.02% | +4,778+23.1% | Added |
| Fund Management at Engine No. 1 LLC | 25,347 | $1.17M | 0.21% | +1,855+7.9% | Added |
| Forum Financial Management, LP | 25,277 | $1.16M | 0.03% | +1,440+6.0% | Added |
| Sciencast Management LP | 25,100 | $1.16M | 0.94% | +25,100 | New |
| First National Trust Co | 25,004 | $1.15M | 0.05% | −688−2.7% | Reduced |
| PMC FIG Opportunities LLC | 25,000 | $1.15M | 6.48% | +25,000 | New |
| Intrua Financial, LLC | 24,887 | $1.15M | 0.20% | +2,336+10.4% | Added |
| Sterling Investment Management, Inc. | 24,876 | $1.15M | 0.91% | −378−1.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,653 | $1.14M | 0.08% | 00.0% | Unchanged |
| Fiduciary Trust Co | 24,725 | $1.14M | 0.02% | −28,210−53.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,706 | $1.14M | 0.03% | −2,100−7.8% | Reduced |
| Essex Investment Management Co LLC | 24,672 | $1.14M | 0.16% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 24,597 | $1.13M | 0.39% | −313−1.3% | Reduced |
| DT Investment Partners, LLC | 24,005 | $1.13M | 0.13% | +574+2.4% | Added |
| Kornitzer Capital Management Inc | 24,430 | $1.12M | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 24,161 | $1.11M | 0.49% | +700+3.0% | Added |
| Insight Inv LLC | 24,155 | $1.11M | 1.14% | +350+1.5% | Added |
| Thoroughbred Financial Services, LLC | 24,051 | $1.11M | 0.15% | −1,677−6.5% | Reduced |
| Advisors Management Group Inc | 24,039 | $1.11M | 0.33% | +1,774+8.0% | Added |
| Barry Investment Advisors, LLC | 23,796 | $1.10M | 0.37% | +252+1.1% | Added |
| Canandaigua National Bank & Trust Co | 23,750 | $1.09M | 0.18% | −338−1.4% | Reduced |
| Twin Focus Capital Partners, LLC | 23,636 | $1.09M | 0.22% | +6,286+36.2% | Added |
| Huntington National Bank | 23,567 | $1.09M | 0.01% | −247−1.0% | Reduced |
| American State Bank (Iowa) | 23,535 | $1.08M | 0.75% | +605+2.6% | Added |
| Cigna Investments Inc | 23,523 | $1.08M | 0.20% | +30+0.1% | Added |
| Cornerstone Advisors, LLC | 23,500 | $1.08M | 0.05% | +23,500 | New |
| Mystic Asset Management, Inc. | 23,460 | $1.08M | 0.58% | −922−3.8% | Reduced |
| Wolverine Trading, LLC | 23,303 | $1.08M | 0.01% | −46,647−66.7% | Reduced |
| Berkeley Capital Partners, LLC | 23,380 | $1.08M | 0.38% | +3,047+15.0% | Added |
| Ameritas Investment Partners, Inc. | 23,090 | $1.06M | 0.04% | −589−2.5% | Reduced |
| Maven Securities LTD | 23,064 | $1.06M | 0.15% | −3,383−12.8% | Reduced |
| Shikiar Asset Management Inc | 22,738 | $1.05M | 0.34% | −3,425−13.1% | Reduced |
| HBW Advisory Services LLC | 22,644 | $1.04M | 0.23% | +1,162+5.4% | Added |
| GFG Capital, LLC | 22,597 | $1.04M | 0.19% | −1,505−6.2% | Reduced |
| Jacobi Capital Management LLC | 22,586 | $1.04M | 0.12% | +40+0.2% | Added |
| Concord Wealth Partners | 22,567 | $1.04M | 0.22% | +8,887+65.0% | Added |
| Tudor Investment Corp Et Al | 22,536 | $1.04M | 0.02% | +22,536 | New |
| Naviter Wealth, LLC | 22,512 | $1.04M | 0.26% | +2,526+12.6% | Added |
| SRN Advisors, LLC | 22,431 | $1.03M | 0.92% | −2,132−8.7% | Reduced |
| First Hawaiian Bank | 22,258 | $1.02M | 0.03% | −117−0.5% | Reduced |
| Moors & Cabot, Inc. | 22,120 | $1.02M | 0.07% | −2,053−8.5% | Reduced |
| Duff & Phelps Investment Management Co | 21,895 | $1.01M | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 21,704 | $999.3K | 0.13% | +5,590+34.7% | Added |
| Washington Capital Management Inc | 21,635 | $996.1K | 0.85% | −360−1.6% | Reduced |
| Polianta Ltd | 21,300 | $980.0K | 0.45% | +21,300 | New |
| CSS LLC | 21,199 | $976.0K | 0.08% | +16,898+392.9% | Added |
| Cooper Financial Group | 21,052 | $969.2K | 0.24% | +2,368+12.7% | Added |
| Sigma Planning Corp | 20,962 | $965.1K | 0.03% | −6,449−23.5% | Reduced |
| Machina Capital S.A.S. | 20,851 | $960.0K | 0.54% | +20,851 | New |
| Dana Investment Advisors, Inc. | 20,818 | $958.5K | 0.05% | +50+0.2% | Added |
| Wealthcare Advisory Partners LLC | 20,614 | $949.1K | 0.04% | −138−0.7% | Reduced |
| Coldstream Capital Management Inc | 20,563 | $946.7K | 0.03% | +2,719+15.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 20,481 | $942.9K | 0.12% | −1,625−7.4% | Reduced |
| CAPROCK Group, Inc. | 20,473 | $942.6K | 0.07% | +381+1.9% | Added |
| Matthew Goff Investment Advisor, LLC | 20,453 | $941.7K | 0.22% | −656−3.1% | Reduced |
| Secure Asset Management, LLC | 20,359 | $937.3K | 0.28% | +898+4.6% | Added |
| Independent Financial Group, LLC | 20,343 | $936.6K | 0.06% | −220−1.1% | Reduced |
| Wealthspire Advisors, LLC | 20,205 | $930.2K | 0.02% | −4,933−19.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,161 | $928.2K | 0.27% | −12−0.1% | Reduced |
| Perigon Wealth Management, LLC | 20,150 | $927.7K | 0.04% | −5,878−22.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,098 | $925.3K | 0.09% | −1,146−5.4% | Reduced |
| RVW Wealth, LLC | 20,082 | $924.6K | 0.11% | +82+0.4% | Added |
| Round Hill Asset Management | 19,979 | $919.8K | 0.57% | +1,425+7.7% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $917.1K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 19,884 | $915.5K | 0.47% | 00.0% | Unchanged |