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 | 2,065 | $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, 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 |
|---|---|---|---|---|---|
| Proathlete Wealth Management LLC | 8,067 | $915.0K | 0.25% | +31+0.4% | Added |
| Asset Planning,Inc | 8,070 | $915.2K | 0.65% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,089 | $917.5K | 0.05% | +538+7.1% | Added |
| Exencial Wealth Advisors, LLC | 8,095 | $918.0K | 0.03% | +310+4.0% | Added |
| Childress Capital Advisors, LLC | 8,164 | $925.9K | 0.17% | −1,282−13.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,184 | $928.0K | 0.05% | +3,898+90.9% | Added |
| MCF Advisors LLC | 8,201 | $930.1K | 0.04% | +333+4.2% | Added |
| Mather Group, LLC. | 8,201 | $930.1K | 0.01% | +61+0.7% | Added |
| Dearborn Partners LLC | 8,216 | $931.8K | 0.05% | −300−3.5% | Reduced |
| Persistent Asset Partners Ltd | 8,239 | $934.4K | 0.36% | −1,117−11.9% | Reduced |
| VisionPoint Advisory Group, LLC | 8,345 | $946.4K | 0.18% | +191+2.3% | Added |
| Carnegie Lake Advisors LLC | 8,438 | $957.0K | 0.38% | +50+0.6% | Added |
| Centaurus Financial, Inc. | 8,454 | $959.0K | 0.05% | −3,752−30.7% | Reduced |
| Wealth Alliance | 8,459 | $959.4K | 0.09% | −380−4.3% | Reduced |
| Beacon Financial Advisory LLC | 8,478 | $961.5K | 0.22% | +274+3.3% | Added |
| Navellier & Associates Inc | 8,479 | $961.6K | 0.10% | −1,135−11.8% | Reduced |
| Massmutual Trust Co FSB | 8,483 | $962.1K | 0.03% | −390−4.4% | Reduced |
| Heartland Bank & Trust Co | 8,550 | $969.7K | 0.22% | +2,312+37.1% | Added |
| Manchester Capital Management LLC | 8,567 | $971.6K | 0.14% | −468−5.2% | Reduced |
| Marco Investment Management LLC | 8,579 | $972.9K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 8,606 | $976.0K | 0.24% | −317−3.6% | Reduced |
| Quotient Wealth Partners, LLC | 8,606 | $976.0K | 0.03% | +500+6.2% | Added |
| Bridges Investment Management Inc | 8,618 | $977.4K | 0.01% | −2,003−18.9% | Reduced |
| Powell Investment Advisors, LLC | 8,628 | $978.5K | 0.34% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 8,631 | $978.8K | 0.03% | −1,041−10.8% | Reduced |
| Themes Management Co LLC | 8,685 | $985.0K | 0.61% | +453+5.5% | Added |
| Pure Financial Advisors, Inc. | 8,693 | $985.9K | 0.01% | +1,472+20.4% | Added |
| Everest Financial Group LLC | 8,720 | $989.0K | 0.16% | +2,340+36.7% | Added |
| Leo Wealth, LLC | 8,739 | $991.1K | 0.07% | +296+3.5% | Added |
| Keel Point, LLC | 8,779 | $995.6K | 0.07% | −353−3.9% | Reduced |
| Future Fund LLC | 8,789 | $996.8K | 0.35% | −2,943−25.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 8,802 | $998.2K | 0.07% | −2,998−25.4% | Reduced |
| Bayesian Capital Management, LP | 8,809 | $999.0K | 1.22% | +8,809 | New |
| Storgate, LLC | 8,829 | $1.00M | 0.79% | +125+1.4% | Added |
| Concentric Capital Strategies, LP | 8,840 | $1.00M | 0.09% | −104,636−92.2% | Reduced |
| Anchor Investment Management, LLC | 8,845 | $1.00M | 0.08% | +188+2.2% | Added |
| Integrity Financial Corp | 8,883 | $1.01M | 0.50% | +1,717+24.0% | Added |
| Continuum Advisory, LLC | 8,898 | $1.01M | 0.10% | +340+4.0% | Added |
| Arvest Investments, Inc. | 8,906 | $1.01M | 0.14% | −199−2.2% | Reduced |
| Urban Wealth Management, LLC | 8,914 | $1.01M | 1.03% | −467−5.0% | Reduced |
| AdvisorNet Financial, Inc | 8,931 | $1.01M | 0.05% | −680−7.1% | Reduced |
| Trust Point Inc. | 8,950 | $1.02M | 0.09% | +148+1.7% | Added |
| Visionary Wealth Advisors | 8,965 | $1.02M | 0.04% | +275+3.2% | Added |
| Simplicity Wealth,LLC | 9,005 | $1.02M | 0.06% | +2,382+36.0% | Added |
| United Community Bank | 9,037 | $1.02M | 0.34% | +395+4.6% | Added |
| Guardian Investment Management | 9,075 | $1.03M | 0.83% | −38−0.4% | Reduced |
| Ofc Financial Planning, LLC | 9,121 | $1.03M | 1.02% | +489+5.7% | Added |
| Landscape Capital Management, L.L.C. | 9,161 | $1.04M | 0.07% | −15,744−63.2% | Reduced |
| Herold Advisors, Inc. | 9,161 | $1.04M | 0.23% | 00.0% | Unchanged |
| Nwam LLC | 9,210 | $1.04M | 0.06% | +121+1.3% | Added |
| Advyzon Investment Management, LLC | 9,246 | $1.05M | 0.09% | +1,545+20.1% | Added |
| Acumen Wealth Advisors, LLC | 9,246 | $1.05M | 0.28% | +6,787+276.0% | Added |
| Csenge Advisory Group | 9,256 | $1.05M | 0.05% | −367−3.8% | Reduced |
| AlTi Global, Inc. | 9,284 | $1.05M | 0.02% | +2,097+29.2% | Added |
| 111 Capital | 9,308 | $1.06M | 0.26% | +9,308 | New |
| Harmony Asset Management LLC | 9,350 | $1.06M | 0.32% | −49−0.5% | Reduced |
| Redwood Investment Management, LLC | 9,381 | $1.06M | 0.13% | −22−0.2% | Reduced |
| Lecap Asset Management Ltd | 9,387 | $1.06M | 0.40% | +9,387 | New |
| Curry Webb Wealth Management LLC | 9,420 | $1.07M | 0.50% | −10.0% | Reduced |
| Severin Investments, LLC | 9,457 | $1.07M | 0.92% | −587−5.8% | Reduced |
| Gleason Group, Inc. | 9,484 | $1.08M | 0.11% | +49+0.5% | Added |
| Black Swift Group, LLC | 9,500 | $1.08M | 0.19% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 9,511 | $1.08M | 0.22% | +800+9.2% | Added |
| Invst, LLC | 9,521 | $1.08M | 0.12% | +9,521 | New |
| Transamerica Financial Advisors, Inc. | 9,521 | $1.08M | 0.09% | +2,604+37.6% | Added |
| Rossmore Private Capital | 9,566 | $1.08M | 0.10% | −900−8.6% | Reduced |
| Alteri Wealth LLC | 9,578 | $1.09M | 0.35% | −388−3.9% | Reduced |
| Mayflower Financial Advisors, LLC | 9,707 | $1.10M | 0.13% | +12+0.1% | Added |
| Cabot Wealth Management Inc | 9,727 | $1.10M | 0.13% | +52+0.5% | Added |
| Dynamic Advisor Solutions LLC | 9,752 | $1.11M | 0.03% | +429+4.6% | Added |
| Waddell & Associates, LLC | 9,781 | $1.11M | 0.06% | +1,616+19.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 10,250 | $1.11M | 0.01% | −285−2.7% | Reduced |
| Oxford Wealth Group, LLC | 9,838 | $1.12M | 0.61% | −132−1.3% | Reduced |
| Westside Investment Management, Inc. | 9,824 | $1.12M | 0.17% | −501−4.9% | Reduced |
| Intesa Sanpaolo Wealth Management | 9,874 | $1.12M | 0.27% | +3,535+55.8% | Added |
| Arista Wealth Management, LLC | 9,893 | $1.12M | 0.14% | +6,808+220.7% | Added |
| LBMC Investment Advisors, LLC | 9,979 | $1.13M | 0.07% | 00.0% | Unchanged |
| Par Capital Management Inc | 10,000 | $1.13M | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 10,079 | $1.14M | 0.01% | +156+1.6% | Added |
| Chapin Davis, Inc. | 10,044 | $1.14M | 0.25% | +574+6.1% | Added |
| BlueChip Wealth Advisors LLC | 10,122 | $1.15M | 0.50% | +916+10.0% | Added |
| Williamson Legacy Group, LLC | 10,145 | $1.15M | 0.86% | +10,145 | New |
| Retirement Planning Co of New England, Inc. | 10,210 | $1.16M | 0.47% | +85+0.8% | Added |
| L2 Asset Management, LLC | 10,222 | $1.16M | 0.11% | +831+8.8% | Added |
| Meyer Handelman Co | 10,225 | $1.16M | 0.04% | −800−7.3% | Reduced |
| Kennedy Investment Group | 10,250 | $1.16M | 0.46% | +1,983+24.0% | Added |
| Deseret Mutual Benefit Administrators | 10,375 | $1.18M | 0.40% | +4,313+71.1% | Added |
| Quadcap Wealth Management, LLC | 10,378 | $1.18M | 0.13% | −115−1.1% | Reduced |
| Oslo Pensjonsforsikring AS | 10,391 | $1.18M | 0.18% | +10,391 | New |
| Triangle Securities Wealth Management | 10,427 | $1.18M | 0.27% | −855−7.6% | Reduced |
| Prana Capital Management, LP | 10,456 | $1.19M | 0.04% | −1,105,447−99.1% | Reduced |
| Royal Fund Management, LLC | 10,457 | $1.19M | 0.11% | −702−6.3% | Reduced |
| North Star Investment Management Corp. | 10,486 | $1.19M | 0.07% | +67+0.6% | Added |
| Field & Main Bank | 10,493 | $1.19M | 0.35% | +260+2.5% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.19M | 0.26% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10,513 | $1.19M | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 10,546 | $1.20M | 0.15% | +814+8.4% | Added |
| LVZ Advisors, Inc. | 10,597 | $1.20M | 0.14% | +406+4.0% | Added |
| McMillan Office, Inc. | 10,619 | $1.20M | 0.15% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 10,677 | $1.21M | 0.09% | −13,494−55.8% | Reduced |