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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 6,687 | $758.4K | 0.37% | −93,871−93.4% | Reduced |
| Fiducient Advisors LLC | 6,701 | $760.0K | 0.10% | 00.0% | Unchanged |
| Umpqua Bank | 6,713 | $761.3K | 0.22% | −82−1.2% | Reduced |
| Wealth Management Associates, Inc. | 6,715 | $761.5K | 0.26% | +875+15.0% | Added |
| Global Trust Asset Management, LLC | 6,730 | $763.2K | 0.29% | −460−6.4% | Reduced |
| Integrated Advisors Network LLC | 6,730 | $763.3K | 0.04% | −18,135−72.9% | Reduced |
| Marino, Stram & Associates LLC | 6,745 | $765.0K | 0.14% | +20.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,750 | $765.5K | 0.23% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,776 | $768.5K | 0.19% | +90+1.3% | Added |
| Elmwood Wealth Management, Inc. | 6,820 | $773.5K | 0.21% | −25−0.4% | Reduced |
| Capital Square, LLC | 6,062 | $775.8K | 0.36% | −530−8.0% | Reduced |
| Embree Financial Group | 6,844 | $776.2K | 0.09% | +2,333+51.7% | Added |
| Hilltop Holdings Inc. | 6,878 | $780.0K | 0.07% | −9,690−58.5% | Reduced |
| Permanent Capital Management, LP | 6,160 | $788.4K | 0.12% | −3,988−39.3% | Reduced |
| SWS Partners | 6,960 | $789.3K | 0.19% | 00.0% | Unchanged |
| Argentarii, LLC | 6,964 | $789.8K | 0.28% | +1,070+18.2% | Added |
| Cohen Investment Advisors LLC | 6,967 | $790.1K | 0.38% | −10.0% | Reduced |
| CFO4Life Group, LLC | 6,976 | $791.1K | 0.12% | −348−4.8% | Reduced |
| 1248 Management, LLC | 6,976 | $791.1K | 0.37% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 6,993 | $793.1K | 0.63% | −1,016−12.7% | Reduced |
| Bryn Mawr Trust Co | 6,997 | $793.5K | 0.02% | −552−7.3% | Reduced |
| Coign Capital Advisors LLC | 7,045 | $799.0K | 0.42% | +418+6.3% | Added |
| Sunbelt Securities, Inc. | 7,049 | $799.5K | 0.05% | −92−1.3% | Reduced |
| First PREMIER Bank | 7,086 | $803.0K | 0.19% | −105−1.5% | Reduced |
| Affinity Investment Advisors, LLC | 7,093 | $804.4K | 0.50% | +9+0.1% | Added |
| Wall Street Access Asset Management, LLC | 7,133 | $805.2K | 0.20% | −20.0% | Reduced |
| Catalyst Financial Partners LLC | 7,120 | $807.5K | 0.10% | +1,087+18.0% | Added |
| Optas, LLC | 7,135 | $809.2K | 0.12% | −5,341−42.8% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,136 | $809.3K | 0.64% | +7,136 | New |
| SJS Investment Consulting Inc. | 7,146 | $810.4K | 0.10% | +251+3.6% | Added |
| Acorn Financial Advisory Services Inc | 7,152 | $811.2K | 0.11% | −183−2.5% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 7,161 | $812.1K | 0.60% | +7,161 | New |
| Alta Advisers Ltd | 7,164 | $812.5K | 0.29% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 7,167 | $812.8K | 0.44% | +2,094+41.3% | Added |
| BDFS Capital LLC | 7,176 | $813.9K | 0.39% | +7,176 | New |
| Burke & Herbert Bank & Trust Co | 7,192 | $815.6K | 0.23% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,197 | $816.2K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7,216 | $818.3K | 0.05% | +586+8.8% | Added |
| TrueWealth Advisors, LLC | 7,225 | $819.4K | 0.21% | +754+11.7% | Added |
| Larry Mathis Financial Planning, LLC | 7,235 | $820.5K | 0.74% | −132−1.8% | Reduced |
| Bank Hapoalim BM | 7,244 | $822.0K | 0.13% | −976−11.9% | Reduced |
| Bain Capital Public Equity, LP | 7,249 | $822.1K | 4.58% | +7,249 | New |
| Hexagon Capital Partners LLC | 7,272 | $824.7K | 0.12% | +7,272 | New |
| Wolverine Asset Management LLC | 7,329 | $831.2K | 0.01% | +7,329 | New |
| Northbridge Financial Group, LLC | 6,584 | $831.4K | 0.36% | −124−1.8% | Reduced |
| Sheets Smith Wealth Management | 7,345 | $833.0K | 0.09% | −2,037−21.7% | Reduced |
| Brickwood Asset Management LLP | 7,356 | $834.2K | 0.63% | +151+2.1% | Added |
| 626 Financial, LLC | 7,378 | $836.8K | 0.37% | −114−1.5% | Reduced |
| Aviso Wealth Management | 7,416 | $841.1K | 0.38% | −735−9.0% | Reduced |
| Ibex Wealth Advisors | 7,424 | $841.9K | 0.08% | +7,424 | New |
| Investors Asset Management of Georgia Inc | 7,440 | $843.8K | 0.35% | −250−3.3% | Reduced |
| KCM Investment Advisors LLC | 7,455 | $845.4K | 0.03% | +62+0.8% | Added |
| Bingham Private Wealth, LLC | 7,457 | $845.7K | 0.67% | +197+2.7% | Added |
| MBL Wealth, LLC | 7,475 | $847.7K | 0.06% | +228+3.1% | Added |
| Horizon Kinetics Asset Management LLC | 7,475 | $847.7K | 0.01% | +386+5.4% | Added |
| Bridgewater Advisors Inc. | 6,834 | $848.1K | 0.05% | −2,592−27.5% | Reduced |
| SummitTX Capital, L.P. | 7,490 | $849.4K | 0.03% | −1,334−15.1% | Reduced |
| Capital Advisors Inc | 7,491 | $849.6K | 0.01% | +1,268+20.4% | Added |
| Marex Group plc | 7,520 | $852.8K | 0.01% | +1,421+23.3% | Added |
| PW Nova Financial Services LLC | 7,521 | $853.0K | 0.21% | +7,521 | New |
| ArrowMark Colorado Holdings LLC | 7,530 | $854.0K | 0.02% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 7,538 | $854.9K | 0.14% | −34−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 7,542 | $855.3K | 0.27% | −56−0.7% | Reduced |
| JM2 Capital Inc. | 7,542 | $855.4K | 0.71% | +79+1.1% | Added |
| Next Level Private LLC | 7,550 | $856.2K | 0.19% | +682+9.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,884 | $856.3K | 0.01% | −6−0.1% | Reduced |
| Delta Asset Management LLC | 7,554 | $856.6K | 0.08% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 7,573 | $858.9K | 0.19% | −2,369−23.8% | Reduced |
| Donoghue Forlines LLC | 7,576 | $859.2K | 0.24% | −8,461−52.8% | Reduced |
| Adirondack Trust Co | 7,592 | $861.0K | 0.29% | −485−6.0% | Reduced |
| Ethos Financial Group, LLC | 6,256 | $863.3K | 0.06% | −41−0.7% | Reduced |
| Brucke Financial, Inc. | 7,622 | $864.4K | 0.44% | +5,623+281.3% | Added |
| US Asset Management LLC | 7,640 | $866.5K | 0.75% | −49−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 7,647 | $867.3K | 0.01% | −836−9.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,649 | $867.5K | 0.22% | −734−8.8% | Reduced |
| First City Capital Management, Inc. | 7,669 | $869.7K | 0.46% | +10.0% | Added |
| Syverson Strege & Co | 7,674 | $870.3K | 0.21% | −172−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 7,698 | $873.0K | 0.06% | −1,133−12.8% | Reduced |
| Joel Isaacson & Co., LLC | 7,698 | $873.0K | 0.03% | +389+5.3% | Added |
| RK Capital Management, LLC | 7,700 | $873.3K | 2.01% | +7,700 | New |
| Jmac Enterprises LLC | 7,704 | $873.7K | 0.17% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 7,715 | $875.0K | 0.65% | −2,668−25.7% | Reduced |
| Stephenson National Bank & Trust | 7,718 | $875.3K | 0.25% | +67+0.9% | Added |
| Intrua Financial, LLC | 7,734 | $877.1K | 0.09% | +523+7.3% | Added |
| Limestone Investment Advisors LP | 7,755 | $879.5K | 0.43% | +7,755 | New |
| Parcion Private Wealth LLC | 7,801 | $884.7K | 0.05% | −220−2.7% | Reduced |
| Resonant Capital Advisors, LLC | 7,811 | $885.8K | 0.05% | +1,354+21.0% | Added |
| Advisor Resource Council | 7,819 | $886.7K | 0.35% | +880+12.7% | Added |
| Goldstone Financial Group, LLC | 7,877 | $893.3K | 0.10% | −1,884−19.3% | Reduced |
| Nilsine Partners, LLC | 6,925 | $894.3K | 0.07% | +187+2.8% | Added |
| PDS Planning, Inc | 7,893 | $895.1K | 0.06% | +575+7.9% | Added |
| Rare Wolf Capital LLC | 7,905 | $896.5K | 0.58% | +214+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 7,917 | $897.8K | 0.06% | −81−1.0% | Reduced |
| Diversified Enterprises, LLC | 7,933 | $899.7K | 0.05% | +911+13.0% | Added |
| Thrive Wealth Management, LLC | 7,983 | $905.4K | 0.13% | −1,313−14.1% | Reduced |
| Quantitative Investment Management, LLC | 8,020 | $909.0K | 0.09% | −62,150−88.6% | Reduced |
| BSW Wealth Partners | 8,017 | $909.2K | 0.11% | −11−0.1% | Reduced |
| Signal Advisors Wealth, LLC | 8,021 | $909.7K | 0.06% | +1,334+19.9% | Added |
| Brave Asset Management Inc | 8,024 | $910.0K | 0.22% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,066 | $914.8K | 0.10% | +692+9.4% | Added |