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, Q1 2026
Institutional positions in Citigroup Inc as of Mar 31, 2026. 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
- 2,475
- +58 vs. Q4 2025
- Shares held
- 1.33B
- +137.4M (+11.5%) vs. Q4 2025
- Total value
- $150.5B
- +$11.4B (+8.2%) vs. Q4 2025
- New holders
- 213
- 977 more added
- Sold out
- 155
- 980 more reduced
43 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | 2,064 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 4,498 | $510.1K | 0.11% | +899+25.0% | Added |
| Ferguson Wellman Capital Management, Inc | 4,500 | $510.3K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,503 | $510.7K | 0.25% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,507 | $511.1K | 0.07% | +4,507 | New |
| Confluence Wealth Services, Inc. | 4,519 | $512.5K | 0.02% | −188−4.0% | Reduced |
| Root Financial Partners, LLC | 4,522 | $512.8K | 0.02% | −489−9.8% | Reduced |
| Magnus Financial Group LLC | 4,522 | $512.9K | 0.04% | −1,914−29.7% | Reduced |
| Betterment LLC | 4,524 | $513.0K | 0.00% | +4,524 | New |
| Flatrock Wealth Partners LLC | 4,535 | $514.3K | 0.23% | +454+11.1% | Added |
| Quadrant Private Wealth Management, LLC | 4,541 | $515.0K | 0.08% | −1,069−19.1% | Reduced |
| Cypress Capital Group | 4,545 | $515.4K | 0.06% | +1,036+29.5% | Added |
| Fortis Advisors, LLC | 4,550 | $516.0K | 0.26% | −1,470−24.4% | Reduced |
| Coastal Investment Advisors, Inc. | 4,551 | $516.1K | 0.18% | +6+0.1% | Added |
| BOS Asset Management, LLC | 4,560 | $517.2K | 0.13% | −41−0.9% | Reduced |
| Worth Asset Management, LLC | 4,575 | $518.9K | 0.19% | +514+12.7% | Added |
| Chemistry Wealth Management LLC | 4,582 | $519.6K | 0.09% | +4+0.1% | Added |
| Brown Financial Advisors | 4,582 | $519.6K | 0.20% | −558−10.9% | Reduced |
| Prostatis Group LLC | 4,598 | $521.5K | 0.13% | +67+1.5% | Added |
| Simmons Bank | 4,606 | $522.4K | 0.03% | −1,057−18.7% | Reduced |
| CFM Wealth Partners LLC | 4,613 | $523.2K | 0.08% | +750+19.4% | Added |
| Forum Financial Management, LP | 4,651 | $527.5K | 0.01% | −28,860−86.1% | Reduced |
| Financial Engines Advisors L.L.C. | 4,662 | $528.7K | 0.00% | −145−3.0% | Reduced |
| Cowa, LLC | 4,675 | $530.2K | 0.14% | −44−0.9% | Reduced |
| CMT Capital Markets Trading GmbH | 4,703 | $533.0K | 0.25% | −22,797−82.9% | Reduced |
| Gryphon Financial Partners LLC | 4,705 | $533.5K | 0.06% | +653+16.1% | Added |
| RiverFront Investment Group, LLC | 4,759 | $539.7K | 0.01% | +2,036+74.8% | Added |
| Regal Investment Advisors LLC | 4,775 | $541.6K | 0.03% | −6−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 4,776 | $541.6K | 0.06% | +2,331+95.3% | Added |
| Pines Wealth Management, LLC | 4,793 | $543.6K | 0.18% | −799−14.3% | Reduced |
| OneAscent Financial Services LLC | 4,793 | $543.6K | 0.03% | +4,793 | New |
| Oasis Advisors, LLC | 4,800 | $544.1K | 0.11% | +4,800 | New |
| Boltwood Capital Management | 4,801 | $544.5K | 0.14% | +908+23.3% | Added |
| Werba Rubin Papier Wealth Management | 4,801 | $544.5K | 0.08% | +333+7.5% | Added |
| Nicholas Hoffman & Company, LLC. | 4,809 | $545.4K | 0.01% | −99−2.0% | Reduced |
| FLC Capital Advisors | 4,811 | $545.6K | 0.10% | −7−0.1% | Reduced |
| Advisory Alpha, LLC | 4,816 | $546.5K | 0.01% | −1,682−25.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,825 | $547.2K | 0.07% | −6,063−55.7% | Reduced |
| Aspen Investment Management Inc | 4,844 | $549.0K | 0.17% | +1,105+29.6% | Added |
| TRB Wealth Management, LLC | 4,843 | $549.2K | 0.08% | +4,843 | New |
| North Star Asset Management Inc | 4,846 | $549.6K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,854 | $550.4K | 0.02% | +4,854 | New |
| Alta Wealth Advisors LLC | 4,856 | $550.7K | 0.18% | −22−0.5% | Reduced |
| Abel Hall, LLC | 4,885 | $554.0K | 0.12% | −869−15.1% | Reduced |
| Essex Savings Bank | 4,891 | $554.7K | 0.12% | +141+3.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,311 | $556.7K | 0.19% | −125−2.8% | Reduced |
| Old North State Trust, LLC | 4,916 | $558.0K | 0.33% | −500−9.2% | Reduced |
| Atlas Brown,Inc. | 4,935 | $559.6K | 0.17% | −13−0.3% | Reduced |
| SmartHarvest Portfolios, LLC | 4,942 | $560.5K | 0.23% | −797−13.9% | Reduced |
| Clear Creek Financial Management, LLC | 4,969 | $563.6K | 0.04% | +207+4.3% | Added |
| Atalanta Sosnoff Capital, LLC | 4,980 | $564.8K | 0.01% | −15,120−75.2% | Reduced |
| Onefund, LLC | 4,913 | $566.1K | 0.37% | −570−10.4% | Reduced |
| Anchyra Partners LLC | 4,998 | $566.8K | 0.17% | +241+5.1% | Added |
| Harbor Advisors LLC | 5,000 | $567.0K | 0.08% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 5,008 | $568.0K | 0.24% | +22+0.4% | Added |
| Vicus Capital | 5,019 | $569.1K | 0.04% | +119+2.4% | Added |
| Basecamp Wealth Advisors LLC | 5,020 | $569.3K | 0.12% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 5,047 | $572.0K | 0.86% | +455+9.9% | Added |
| Cornerstone Capital, Inc. | 5,045 | $572.2K | 0.06% | +5,045 | New |
| Ridgewood Investments LLC | 5,075 | $575.5K | 0.24% | +5,075 | New |
| FORA Capital, LLC | 5,078 | $575.8K | 0.04% | −69,081−93.2% | Reduced |
| Huntleigh Advisors, Inc. | 5,079 | $576.0K | 0.10% | +3,101+156.8% | Added |
| Rosenberg Matthew Hamilton | 5,085 | $576.7K | 0.12% | −68−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 5,094 | $577.7K | 0.13% | −128−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,581 | $578.3K | 0.01% | −143−3.0% | Reduced |
| BTG Pactual Asset Management US LLC | 5,125 | $581.2K | 0.06% | +95+1.9% | Added |
| Vega Investment Solutions | 5,140 | $582.9K | 0.14% | +4,160+424.5% | Added |
| Mma Asset Management LLC | 5,157 | $584.9K | 0.21% | +1,885+57.6% | Added |
| Allen Capital Group, LLC | 5,167 | $586.0K | 0.05% | +477+10.2% | Added |
| Perennial Investment Advisors, LLC | 5,171 | $586.5K | 0.05% | +277+5.7% | Added |
| Tranquility Partners, LLC | 5,177 | $587.1K | 0.22% | 00.0% | Unchanged |
| NBT Bank N A | 5,181 | $587.6K | 0.04% | −419−7.5% | Reduced |
| Third View Private Wealth, LLC | 5,193 | $588.9K | 0.08% | +1,116+27.4% | Added |
| Cfo Capital Management LLC | 5,495 | $589.5K | 0.49% | +83+1.5% | Added |
| Johnson Financial Group, Inc. | 5,225 | $592.6K | 0.02% | −25−0.5% | Reduced |
| Orrstown Financial Services Inc | 5,234 | $593.6K | 0.10% | −88−1.7% | Reduced |
| Intrinsic Value Partners, LLC | 5,255 | $596.0K | 0.46% | −10−0.2% | Reduced |
| Wrapmanager Inc | 5,270 | $597.7K | 0.21% | +102+2.0% | Added |
| Coastwise Capital Group, LLC | 5,270 | $597.7K | 0.33% | −2,733−34.1% | Reduced |
| Glen Eagle Advisors, LLC | 5,295 | $600.5K | 0.08% | −159−2.9% | Reduced |
| Alexander Randolph Advisory, Inc. | 5,295 | $600.5K | 0.52% | 00.0% | Unchanged |
| Indivisible Partners | 5,300 | $601.1K | 0.05% | +953+21.9% | Added |
| Zullo Investment Group, Inc. | 5,301 | $601.3K | 0.23% | +6+0.1% | Added |
| Polymer Capital Management (HK) LTD | 5,304 | $601.5K | 0.08% | +5,304 | New |
| Claro Advisors LLC | 5,317 | $603.0K | 0.07% | +572+12.1% | Added |
| TownSquare Capital, LLC | 5,342 | $605.8K | 0.14% | +144+2.8% | Added |
| a16z Perennial Management, L.P. | 5,351 | $606.9K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,354 | $607.2K | 0.13% | +12+0.2% | Added |
| BCJ Capital Management, LLC | 5,356 | $607.4K | 0.03% | +404+8.2% | Added |
| FourThought Financial Partners, LLC | 5,361 | $608.0K | 0.05% | −157−2.8% | Reduced |
| Caerus Investment Advisors, LLC | 5,371 | $609.1K | 0.26% | −2,478−31.6% | Reduced |
| Gables Capital Management Inc. | 5,375 | $609.6K | 0.26% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,413 | $614.0K | 0.02% | +1,153+27.1% | Added |
| Patten Group, Inc. | 5,427 | $615.5K | 0.11% | +53+1.0% | Added |
| One Wealth Advisors, LLC | 5,433 | $616.1K | 0.08% | −2,110−28.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,463 | $619.5K | 0.10% | +681+14.2% | Added |
| Trueblood Wealth Management, LLC | 5,472 | $620.6K | 0.24% | +252+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,477 | $621.1K | 0.06% | −25−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,486 | $622.2K | 0.01% | +1,122+25.7% | Added |
| 55 North Private Wealth, LLC | 5,493 | $623.0K | 0.16% | +413+8.1% | Added |
| Twin Focus Capital Partners, LLC | 5,500 | $623.8K | 0.07% | 00.0% | Unchanged |