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 |
|---|---|---|---|---|---|
| Income Insurance Ltd | 5,512 | $625.1K | 0.43% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,520 | $626.0K | 0.22% | +76+1.4% | Added |
| Polymer Capital Management (US) LLC | 5,525 | $626.6K | 0.09% | −3,578−39.3% | Reduced |
| Main Street Research LLC | 5,526 | $626.7K | 0.04% | +786+16.6% | Added |
| Mission Wealth Management, LP | 5,544 | $628.7K | 0.01% | +400+7.8% | Added |
| Accel Wealth Management | 5,546 | $629.0K | 0.16% | +1,386+33.3% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,570 | $631.7K | 0.04% | +5,570 | New |
| D'Orazio & Associates, Inc. | 5,593 | $634.3K | 0.08% | −42−0.7% | Reduced |
| MFA Wealth Services | 5,632 | $638.8K | 0.42% | −15−0.3% | Reduced |
| Palacios Wealth Management, LLC | 4,993 | $639.0K | 0.40% | +543+12.2% | Added |
| Rexford Capital Inc | 5,673 | $643.4K | 0.46% | +127+2.3% | Added |
| Summit Financial Wealth Advisors, LLC | 5,688 | $645.0K | 0.09% | +227+4.2% | Added |
| Baron Financial Group, LLC | 5,700 | $646.4K | 0.35% | −166−2.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,716 | $648.3K | 0.42% | −1,142−16.7% | Reduced |
| Zions Bancorporation, National Association | 5,735 | $650.4K | 0.04% | −1,665−22.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,740 | $651.0K | 0.26% | +20.0% | Added |
| Aurora Private Wealth, Inc. | 5,582 | $651.0K | 0.46% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,754 | $652.6K | 0.08% | +35+0.6% | Added |
| Riversedge Advisors, LLC | 5,781 | $655.6K | 0.11% | −59−1.0% | Reduced |
| Copley Financial Group, Inc. | 5,789 | $656.5K | 0.40% | −160−2.7% | Reduced |
| ADAPT Investment Managers SA | 5,801 | $657.9K | 0.22% | +5,801 | New |
| AlphaGrep UK Ltd | 5,840 | $662.3K | 0.19% | +3,900+201.0% | Added |
| Sym Financial Corp | 5,856 | $664.1K | 0.07% | +47+0.8% | Added |
| Balanced Rock Investment Advisor | 5,864 | $665.0K | 0.47% | −151−2.5% | Reduced |
| Cladis Investment Advisory, LLC | 5,911 | $670.4K | 0.37% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 5,920 | $671.1K | 0.65% | +5,920 | New |
| Cromwell Holdings LLC | 5,927 | $672.2K | 0.38% | 00.0% | Unchanged |
| GWN Securities Inc. | 5,934 | $673.0K | 0.13% | +5,934 | New |
| Defiance ETFs, LLC | 5,945 | $674.2K | 0.01% | +5,945 | New |
| Pekin Hardy Strauss, Inc. | 5,948 | $674.6K | 0.07% | −1,617−21.4% | Reduced |
| NTV Asset Management LLC | 5,949 | $674.6K | 0.07% | −20−0.3% | Reduced |
| Monument Capital Management | 5,976 | $677.7K | 0.17% | +13+0.2% | Added |
| Hills Bank & Trust Co | 6,002 | $680.7K | 0.03% | −1,192−16.6% | Reduced |
| Birch Financial Group, LLC | 6,020 | $682.7K | 0.40% | +50+0.8% | Added |
| Woodward Diversified Capital, LLC | 5,174 | $683.9K | 0.31% | +185+3.7% | Added |
| Cassaday & Co Wealth Management LLC | 6,055 | $686.7K | 0.01% | −113−1.8% | Reduced |
| Advisor OS, LLC | 6,075 | $688.9K | 0.05% | +1,216+25.0% | Added |
| Relyea Zuckerberg Hanson LLC | 6,091 | $690.8K | 0.07% | +95+1.6% | Added |
| May Hill Capital, LLC | 6,099 | $691.6K | 0.17% | +304+5.2% | Added |
| Elkhorn Partners Limited Partnership | 6,100 | $691.8K | 0.44% | −100−1.6% | Reduced |
| FNY Investment Advisers, LLC | 6,110 | $692.0K | 0.31% | −4,640−43.2% | Reduced |
| Altfest L J & Co Inc | 6,140 | $696.4K | 0.07% | +12+0.2% | Added |
| Harbor Investment Advisory, LLC | 6,156 | $698.2K | 0.06% | −856−12.2% | Reduced |
| Samalin Investment Counsel, LLC | 6,157 | $698.3K | 0.25% | −20.0% | Reduced |
| Facet Wealth, Inc. | 6,158 | $698.4K | 0.01% | +2,072+50.7% | Added |
| BankPlus Wealth Management LLC | 6,157 | $698.5K | 0.36% | +6,157 | New |
| HCR Wealth Advisors | 6,158 | $698.5K | 0.07% | +20.0% | Added |
| Cyndeo Wealth Partners, LLC | 6,171 | $699.9K | 0.04% | −4,159−40.3% | Reduced |
| Insight Advisors, LLC | 6,175 | $700.3K | 0.13% | −121−1.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,186 | $701.6K | 0.20% | +392+6.8% | Added |
| Ignite Planners, LLC | 6,178 | $701.6K | 0.11% | +106+1.7% | Added |
| Cim Investment Mangement Inc | 6,194 | $702.5K | 0.19% | −30−0.5% | Reduced |
| GatePass Capital, LLC | 6,195 | $702.6K | 0.34% | +3,359+118.4% | Added |
| IFG Advisors, LLC | 6,198 | $703.0K | 0.12% | 00.0% | Unchanged |
| Unified Investment Management | 6,204 | $703.6K | 0.72% | −74−1.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,210 | $704.3K | 0.24% | +1,645+36.0% | Added |
| Capital Investment Advisory Services, LLC | 6,212 | $704.5K | 0.05% | −44−0.7% | Reduced |
| Strategy Asset Managers LLC | 6,234 | $707.0K | 0.12% | +6,234 | New |
| Sapient Capital LLC | 6,256 | $709.5K | 0.01% | +4,264+214.1% | Added |
| Titleist Asset Management, LLC | 6,285 | $712.8K | 0.05% | −78−1.2% | Reduced |
| USA Financial Portformulas Corp | 6,302 | $714.7K | 0.13% | −654−9.4% | Reduced |
| Certified Advisory Corp | 6,306 | $715.1K | 0.06% | −30.0% | Reduced |
| DV Trading LLC | 6,307 | $715.3K | 0.06% | +6,114+3,167.9% | Added |
| Davis Investment Partners, LLC | 6,326 | $717.4K | 0.25% | −2,657−29.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 5,775 | $718.4K | 0.06% | +805+16.2% | Added |
| Armis Advisers, LLC | 5,794 | $719.1K | 0.07% | +3,112+116.0% | Added |
| Flputnam Investment Management Co | 6,351 | $720.3K | 0.01% | +95+1.5% | Added |
| Rothschild Investment LLC | 6,351 | $720.3K | 0.04% | +1,919+43.3% | Added |
| GeoWealth Management, LLC | 6,357 | $721.0K | 0.03% | +106+1.7% | Added |
| Northern Financial Advisors Inc | 6,358 | $721.1K | 0.53% | +2,472+63.6% | Added |
| Main Street Financial Solutions, LLC | 6,366 | $722.0K | 0.05% | +155+2.5% | Added |
| Twelve Points Wealth Management LLC | 6,379 | $723.5K | 0.16% | −41−0.6% | Reduced |
| E Fund Management Co., Ltd. | 6,384 | $724.0K | 0.02% | +6,384 | New |
| Opinicus Capital, Inc. | 6,396 | $725.3K | 0.51% | +34+0.5% | Added |
| Colonial Trust Co | 6,398 | $725.6K | 0.10% | −443−6.5% | Reduced |
| SkyView Investment Advisors, LLC | 6,405 | $726.0K | 0.10% | −1,909−23.0% | Reduced |
| Stock Yards Bank & Trust Co | 6,404 | $726.3K | 0.02% | +8+0.1% | Added |
| Richwood Investment Advisors, LLC | 6,411 | $727.1K | 0.56% | +310+5.1% | Added |
| Shepherd Financial Partners LLC | 6,411 | $727.1K | 0.07% | +4+0.1% | Added |
| Family Legacy, Inc. | 6,417 | $727.7K | 0.22% | −320−4.7% | Reduced |
| NorthRock Partners, LLC | 6,430 | $729.3K | 0.01% | −1,244−16.2% | Reduced |
| First National Bank | 6,475 | $734.3K | 0.36% | −975−13.1% | Reduced |
| Montecito Bank & Trust | 6,500 | $737.2K | 0.12% | −384−5.6% | Reduced |
| Bramshill Investments, LLC | 6,500 | $737.2K | 0.06% | +500+8.3% | Added |
| MYDA Advisors LLC | 6,500 | $737.2K | 0.17% | +6,500 | New |
| Compagnie Lombard Odier SCmA | 6,506 | $737.8K | 0.01% | −900−12.2% | Reduced |
| Clark Capital Management Group, Inc. | 6,509 | $738.1K | 0.00% | +57+0.9% | Added |
| Beta Wealth Group, Inc. | 6,522 | $739.7K | 0.31% | +302+4.9% | Added |
| Aviance Capital Partners, LLC | 6,526 | $740.1K | 0.09% | −810−11.0% | Reduced |
| First Foundation Advisors | 6,532 | $740.8K | 0.03% | +490+8.1% | Added |
| 71 West Capital Partners | 6,560 | $744.0K | 0.03% | +1,464+28.7% | Added |
| Grant Private Wealth Management Inc | 6,613 | $750.0K | 0.40% | +1,129+20.6% | Added |
| PCM Encore, LLC | 6,632 | $752.1K | 0.15% | +640+10.7% | Added |
| Geneos Wealth Management Inc. | 6,638 | $752.8K | 0.02% | −118−1.7% | Reduced |
| Founders Financial Alliance, LLC | 6,646 | $753.8K | 0.14% | +82+1.2% | Added |
| CVFG LLC | 6,653 | $754.5K | 0.09% | +6,653 | New |
| TFR Capital, LLC. | 6,666 | $756.0K | 0.23% | +267+4.2% | Added |
| Mount Vernon Associates Inc | 6,670 | $756.0K | 0.53% | +50+0.8% | Added |
| Angeles Wealth Management, LLC | 6,681 | $757.7K | 0.04% | +879+15.1% | Added |
| MLP3, LLC | 6,687 | $758.3K | 0.84% | −228−3.3% | Reduced |