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 | 2,475 | $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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 19,878 | $915.2K | 0.10% | +4,648+30.5% | Added |
| Game Creek Capital, LP | 19,750 | $909.3K | 0.60% | −15,375−43.8% | Reduced |
| Martin & Co Inc | 19,681 | $906.1K | 0.23% | −750−3.7% | Reduced |
| MidWestOne Financial Group, Inc. | 19,612 | $902.9K | 0.20% | +1,545+8.6% | Added |
| Somerset Trust Co | 19,560 | $900.5K | 0.39% | −576−2.9% | Reduced |
| Consilium Wealth Advisory, LLC | 19,533 | $899.3K | 0.62% | −4,612−19.1% | Reduced |
| Carson Advisory Inc. | 19,433 | $894.7K | 0.76% | −350−1.8% | Reduced |
| Parsons Capital Management Inc | 19,420 | $894.1K | 0.07% | −1,048−5.1% | Reduced |
| Old National Bancorp | 19,395 | $892.9K | 0.03% | +1,205+6.6% | Added |
| Pinebridge Investments, L.P. | 19,364 | $891.5K | 0.01% | +1,115+6.1% | Added |
| FDx Advisors, Inc. | 19,149 | $882.0K | 0.05% | −38,103−66.6% | Reduced |
| Inceptionr LLC | 19,068 | $877.9K | 0.47% | +6,450+51.1% | Added |
| Mork Capital Management, LLC | 18,640 | $858.2K | 0.66% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 18,632 | $857.8K | 0.14% | +18,632 | New |
| Guardian Investment Management | 18,430 | $848.5K | 0.73% | −1,000−5.1% | Reduced |
| Keybank National Association | 18,401 | $847.2K | 0.00% | +5,002+37.3% | Added |
| Coastal Investment Advisors, Inc. | 18,323 | $843.6K | 0.19% | +746+4.2% | Added |
| Wealth Quarterback LLC | 18,267 | $841.0K | 0.58% | +7,604+71.3% | Added |
| Jump Financial, LLC | 18,189 | $837.4K | 0.03% | +18,189 | New |
| AustralianSuper Pty Ltd | 18,056 | $831.3K | 0.01% | +18,056 | New |
| Aspen Wealth Strategies, LLC | 18,040 | $830.6K | 0.63% | +9,278+105.9% | Added |
| Highline Wealth Partners LLC | 18,003 | $828.9K | 0.52% | 00.0% | Unchanged |
| Algert Global LLC | 17,938 | $825.9K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 17,936 | $825.8K | 0.03% | −3,676−17.0% | Reduced |
| Paradigm Financial Partners, LLC | 17,774 | $818.3K | 0.22% | +17,774 | New |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $815.8K | 0.56% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 17,664 | $813.3K | 0.02% | −3,873−18.0% | Reduced |
| Venture Visionary Partners LLC | 17,654 | $812.8K | 0.05% | +1,633+10.2% | Added |
| Oak Thistle LLC | 17,627 | $811.5K | 0.43% | +17,627 | New |
| First Business Financial Services, Inc. | 17,598 | $810.2K | 0.10% | −1,411−7.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 17,484 | $809.0K | 0.02% | −47,663−73.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,459 | $803.8K | 0.02% | +6,533+59.8% | Added |
| Bristlecone Advisors, LLC | 17,350 | $798.8K | 0.08% | +17,350 | New |
| Columbia Trust Co 01012016 | 17,221 | $792.9K | 0.45% | −301−1.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,203 | $792.0K | 0.01% | +14,250+482.6% | Added |
| Resources Management Corp | 17,200 | $792.0K | 0.12% | −16,587−49.1% | Reduced |
| Bartlett & Co. LLC | 17,203 | $792.0K | 0.01% | +14,250+482.6% | Added |
| Invst, LLC | 17,197 | $791.7K | 0.11% | −840−4.7% | Reduced |
| Triangle Securities Wealth Management | 17,190 | $791.4K | 0.27% | −215−1.2% | Reduced |
| Oarsman Capital, Inc. | 17,175 | $790.7K | 0.35% | −5,044−22.7% | Reduced |
| Clarius Group, LLC | 17,096 | $787.1K | 0.06% | +115+0.7% | Added |
| Verdence Capital Advisors LLC | 17,057 | $785.3K | 0.09% | −15,435−47.5% | Reduced |
| Concord Asset Management, LLC | 17,033 | $784.2K | 0.28% | +3,772+28.4% | Added |
| Rehmann Capital Advisory Group | 16,961 | $780.9K | 0.07% | +1,267+8.1% | Added |
| Griffin Asset Management, Inc. | 16,916 | $778.8K | 0.11% | +812+5.0% | Added |
| Camelot Portfolios, LLC | 16,801 | $773.5K | 0.49% | −334−1.9% | Reduced |
| Institute for Wealth Management, LLC. | 16,739 | $770.7K | 0.14% | +74+0.4% | Added |
| Spirit of America Management Corp | 16,700 | $768.9K | 0.17% | −500−2.9% | Reduced |
| Johnson Financial Group, Inc. | 16,683 | $768.1K | 0.05% | +554+3.4% | Added |
| Williams Jones Wealth Management, LLC. | 16,679 | $767.9K | 0.01% | −5,500−24.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 16,666 | $767.3K | 0.06% | +1,964+13.4% | Added |
| Spire Wealth Management | 16,580 | $763.4K | 0.03% | −8,696−34.4% | Reduced |
| Essex Financial Services, Inc. | 16,572 | $763.0K | 0.09% | −111−0.7% | Reduced |
| Marco Investment Management LLC | 16,359 | $753.2K | 0.08% | −390−2.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,251 | $748.2K | 0.08% | +824+5.3% | Added |
| McDonald Partners LLC | 16,249 | $748.1K | 0.23% | +225+1.4% | Added |
| Simmons Bank | 16,235 | $747.5K | 0.06% | −2,937−15.3% | Reduced |
| Equitable Trust Co | 16,213 | $746.4K | 0.06% | +100+0.6% | Added |
| HCR Wealth Advisors | 16,193 | $745.5K | 0.14% | −290−1.8% | Reduced |
| Lake Street Advisors Group, LLC | 16,139 | $743.0K | 0.04% | −21−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 16,000 | $736.6K | 0.11% | −89,082−84.8% | Reduced |
| Sterneck Capital Management, LLC | 15,996 | $736.5K | 0.45% | −199−1.2% | Reduced |
| FineMark National Bank & Trust | 15,982 | $735.8K | 0.03% | −2,198−12.1% | Reduced |
| Tiaa, FSB | 15,911 | $732.5K | 0.00% | −806−4.8% | Reduced |
| Eudaimonia Partners, LLC | 15,904 | $732.2K | 0.16% | +183+1.2% | Added |
| Graham Capital Management, L.P. | 15,873 | $730.8K | 0.03% | +15,873 | New |
| Widmann Financial Services, Inc. | 15,735 | $724.4K | 0.69% | +1,774+12.7% | Added |
| Vise Technologies, Inc. | 15,547 | $715.8K | 0.17% | +1,413+10.0% | Added |
| Hunter Associates Investment Management LLC | 15,580 | $714.0K | 0.14% | −500−3.1% | Reduced |
| Wedmont Private Capital | 15,595 | $713.5K | 0.08% | −1,195−7.1% | Reduced |
| Intrust Bank NA | 15,354 | $706.9K | 0.09% | +111+0.7% | Added |
| Ironwood Investment Management LLC | 15,234 | $701.4K | 0.40% | +1,000+7.0% | Added |
| Sweet Financial Partners, LLC | 15,179 | $698.8K | 0.18% | −163−1.1% | Reduced |
| Deseret Mutual Benefit Administrators | 15,091 | $694.8K | 0.27% | −259−1.7% | Reduced |
| Stock Yards Bank & Trust Co | 15,073 | $694.0K | 0.03% | +435+3.0% | Added |
| Legacy Bridge, LLC | 15,073 | $694.0K | 0.46% | −2,100−12.2% | Reduced |
| Great Valley Advisor Group, Inc. | 15,071 | $693.5K | 0.03% | +7,156+90.4% | Added |
| Flagship Harbor Advisors, LLC | 15,033 | $692.1K | 0.06% | −2,193−12.7% | Reduced |
| Cidel Asset Management Inc | 15,000 | $690.6K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 14,748 | $679.0K | 0.28% | +446+3.1% | Added |
| Hilltop Holdings Inc. | 14,716 | $677.5K | 0.08% | −1,689−10.3% | Reduced |
| Lazari Capital Management, Inc. | 14,706 | $677.1K | 0.38% | +14,706 | New |
| Greytown Advisors Inc. | 14,584 | $671.5K | 0.37% | −3,245−18.2% | Reduced |
| Conning Inc. | 14,561 | $670.4K | 0.02% | −4,523−23.7% | Reduced |
| Atlantic Union Bankshares Corp | 14,553 | $670.0K | 0.07% | +14,553 | New |
| Transcend Wealth Collective, LLC | 14,545 | $669.7K | 0.06% | −5,021−25.7% | Reduced |
| Ausdal Financial Partners, Inc. | 14,539 | $669.4K | 0.09% | +228+1.6% | Added |
| Atalanta Sosnoff Capital, LLC | 14,500 | $667.6K | 0.02% | +14,500 | New |
| DCM Advisors, LLC | 14,446 | $665.1K | 0.28% | +59+0.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,400 | $663.0K | 0.58% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14,409 | $662.0K | 0.06% | +4,008+38.5% | Added |
| Relative Value Partners Group, LLC | 14,299 | $658.3K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,251 | $656.1K | 0.02% | +2,138+17.7% | Added |
| Evergreen Capital Management LLC | 14,228 | $655.1K | 0.03% | −2,921−17.0% | Reduced |
| Checchi Capital Advisers, LLC | 14,199 | $653.7K | 0.06% | +1,466+11.5% | Added |
| Lincoln National Corp | 14,195 | $653.5K | 0.01% | −443−3.0% | Reduced |
| Coastwise Capital Group, LLC | 14,125 | $650.3K | 0.74% | −3,027−17.6% | Reduced |
| Intrinsic Value Partners, LLC | 14,000 | $644.6K | 0.81% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 13,944 | $642.0K | 0.03% | +825+6.3% | Added |
| Symmetry Partners, LLC | 13,892 | $640.0K | 0.03% | 00.0% | Unchanged |