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
- 2,474
- +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
- 979 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 |
|---|---|---|---|---|---|
| Power Wealth Management LLC | 10,728 | $1.22M | 0.45% | −548−4.9% | Reduced |
| BKM Wealth Management, LLC | 10,737 | $1.22M | 0.44% | −545−4.8% | Reduced |
| Inceptionr LLC | 10,761 | $1.22M | 0.29% | +433+4.2% | Added |
| Silver Oak Securities, Inc | 10,785 | $1.22M | 0.09% | +361+3.5% | Added |
| Dark Forest Capital Management LP | 10,794 | $1.22M | 0.11% | −5,614−34.2% | Reduced |
| WSFS Capital Management, LLC | 10,808 | $1.23M | 0.06% | +2,066+23.6% | Added |
| Traub Capital Management LLC | 10,849 | $1.23M | 1.22% | −30.0% | Reduced |
| Sippican Capital Advisors | 10,856 | $1.23M | 0.84% | −3,381−23.7% | Reduced |
| Flagship Harbor Advisors, LLC | 10,857 | $1.23M | 0.05% | +1,412+14.9% | Added |
| Parkside Financial Bank & Trust | 10,909 | $1.24M | 0.10% | +276+2.6% | Added |
| Angel Oak Capital Advisors, LLC | 11,000 | $1.25M | 1.39% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 11,012 | $1.25M | 0.20% | −2,693−19.6% | Reduced |
| Gateway Investment Advisers LLC | 11,051 | $1.25M | 0.01% | +4,449+67.4% | Added |
| Asset Dedication, LLC | 11,093 | $1.26M | 0.09% | −209−1.8% | Reduced |
| Portfolio Design Labs, LLC | 11,121 | $1.26M | 0.22% | −4,837−30.3% | Reduced |
| Cito Capital Group, LLC | 11,151 | $1.26M | 0.39% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,157 | $1.27M | 0.01% | +369+3.4% | Added |
| WCG Wealth Advisors LLC | 11,215 | $1.27M | 0.04% | −6,665−37.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 11,222 | $1.27M | 0.15% | +224+2.0% | Added |
| Axiom Investment Management LLC | 11,267 | $1.28M | 0.97% | +11,267 | New |
| Fieldview Capital Management, LLC | 11,310 | $1.28M | 0.37% | +11,310 | New |
| Quent Capital, LLC | 11,326 | $1.28M | 0.09% | +4,968+78.1% | Added |
| Grandview Asset Management LLC | 11,470 | $1.30M | 0.38% | +143+1.3% | Added |
| Canandaigua National Corp | 11,556 | $1.31M | 0.12% | +11,556 | New |
| Washington Trust Bank | 11,595 | $1.31M | 0.10% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 11,635 | $1.32M | 0.05% | −523−4.3% | Reduced |
| Eagle Global Advisors LLC | 11,650 | $1.32M | 0.05% | −5,100−30.4% | Reduced |
| Venture Visionary Partners LLC | 11,695 | $1.33M | 0.04% | −5,264−31.0% | Reduced |
| Baader Bank INC | 11,737 | $1.33M | 0.13% | +4,529+62.8% | Added |
| Diversified Management Inc | 11,760 | $1.33M | 0.23% | +11,760 | New |
| Wealth Effects LLC | 11,780 | $1.34M | 0.47% | −200−1.7% | Reduced |
| Philadelphia Trust Co | 11,797 | $1.34M | 0.09% | −1,331−10.1% | Reduced |
| Tower Trust & Investment Co | 11,824 | $1.34M | 0.88% | −53−0.4% | Reduced |
| Solitude Financial Services | 10,187 | $1.34M | 0.40% | −1,703−14.3% | Reduced |
| Grimes & Company, Inc. | 11,846 | $1.34M | 0.04% | +1,268+12.0% | Added |
| GM Advisory Group, Inc. | 11,873 | $1.35M | 0.05% | +10.0% | Added |
| Riverbend Wealth Management, LLC | 11,894 | $1.35M | 0.84% | −3,797−24.2% | Reduced |
| Fort Sheridan Advisors LLC | 11,914 | $1.35M | 0.16% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 11,948 | $1.36M | 0.64% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 11,976 | $1.36M | 0.77% | +1,550+14.9% | Added |
| Catalytic Wealth RIA, LLC | 12,046 | $1.37M | 0.06% | +656+5.8% | Added |
| Conning Inc. | 12,051 | $1.37M | 0.05% | −1,519−11.2% | Reduced |
| RMR Wealth Builders | 12,082 | $1.37M | 0.11% | +23+0.2% | Added |
| Sowell Financial Services LLC | 12,101 | $1.37M | 0.05% | −274−2.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,115 | $1.37M | 0.39% | −10,085−45.4% | Reduced |
| KMG Fiduciary Partners, LLC | 12,133 | $1.38M | 0.10% | +477+4.1% | Added |
| Hickory Point Bank & Trust | 12,213 | $1.39M | 0.91% | +4,708+62.7% | Added |
| Fulton Bank, N.A. | 12,253 | $1.39M | 0.05% | −1,028−7.7% | Reduced |
| Colonial River Wealth Management, LLC | 12,267 | $1.39M | 0.50% | +373+3.1% | Added |
| RMB Capital Management, LLC | 12,289 | $1.39M | 0.02% | −173−1.4% | Reduced |
| Concord Asset Management, LLC | 12,316 | $1.40M | 0.24% | +10+0.1% | Added |
| Boston Private Wealth LLC | 12,324 | $1.40M | 0.09% | −287−2.3% | Reduced |
| Mattson Financial Services, LLC | 12,330 | $1.40M | 0.33% | −856−6.5% | Reduced |
| Wellington Grp LLC | 12,360 | $1.40M | 0.43% | +12,360 | New |
| SageView Advisory Group, LLC | 12,430 | $1.41M | 0.05% | +243+2.0% | Added |
| Western Wealth Management, LLC | 12,493 | $1.42M | 0.05% | +1,735+16.1% | Added |
| Birmingham Capital Management Co Inc | 12,500 | $1.42M | 0.60% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 12,534 | $1.42M | 0.10% | +642+5.4% | Added |
| Kovack Advisors, Inc. | 12,500 | $1.43M | 0.08% | −564−4.3% | Reduced |
| Fisher Funds Management LTD | 12,635 | $1.43M | 0.04% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 12,637 | $1.43M | 0.19% | +12,637 | New |
| Bull Harbor Capital LLC | 12,647 | $1.43M | 0.38% | +12,647 | New |
| Frank, Rimerman Advisors LLC | 12,659 | $1.44M | 0.09% | 00.0% | Unchanged |
| Carson Advisory Inc. | 12,725 | $1.44M | 0.75% | −525−4.0% | Reduced |
| Shelton Wealth Management, LLC | 12,755 | $1.45M | 0.64% | −2,533−16.6% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 12,782 | $1.45M | 0.65% | +1,147+9.9% | Added |
| Umb Bank N A | 12,819 | $1.45M | 0.02% | −1,983−13.4% | Reduced |
| Private Trust Co NA | 12,965 | $1.47M | 0.13% | −408−3.1% | Reduced |
| Voleon Capital Management LP | 13,013 | $1.48M | 0.03% | −69,197−84.2% | Reduced |
| Owen LaRue, LLC | 13,030 | $1.48M | 0.57% | −1,320−9.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,034 | $1.48M | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,038 | $1.48M | 0.01% | −9,326−41.7% | Reduced |
| Intact Investment Management Inc. | 13,100 | $1.49M | 0.04% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 12,777 | $1.49M | 0.14% | +483+3.9% | Added |
| IKE Capital, LLC | 13,166 | $1.49M | 0.84% | +2,190+20.0% | Added |
| Eagle Strategies LLC | 13,193 | $1.50M | 0.18% | +11,471+666.1% | Added |
| CSS LLC | 13,208 | $1.50M | 0.08% | −1,090−7.6% | Reduced |
| Michels Family Financial, LLC | 13,235 | $1.50M | 1.08% | +467+3.7% | Added |
| Fidelis Capital Partners, LLC | 13,268 | $1.50M | 0.11% | +982+8.0% | Added |
| Legacy Bridge, LLC | 13,294 | $1.51M | 0.57% | +12,813+2,663.8% | Added |
| Brian Low Financial Group, LLC | 13,345 | $1.51M | 1.03% | +229+1.7% | Added |
| Moors & Cabot, Inc. | 13,357 | $1.51M | 0.06% | −420−3.0% | Reduced |
| Seelaus Asset Management LLC | 13,400 | $1.52M | 1.10% | +930+7.5% | Added |
| Edmp, Inc. | 13,426 | $1.52M | 1.23% | +81+0.6% | Added |
| Portside Wealth Group, LLC | 13,464 | $1.53M | 0.21% | −500−3.6% | Reduced |
| Moody National Bank Trust Division | 13,493 | $1.53M | 0.15% | −16,635−55.2% | Reduced |
| Citizens National Bank Trust Department | 13,498 | $1.53M | 0.25% | −2,304−14.6% | Reduced |
| DKRT Investments Corp. | 13,500 | $1.53M | 0.39% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,592 | $1.54M | 0.08% | +182+1.4% | Added |
| Sterling Investment Counsel, LLC | 13,619 | $1.54M | 0.43% | +170+1.3% | Added |
| Summit Global Investments | 13,637 | $1.55M | 0.09% | +356+2.7% | Added |
| KPP Advisory Services LLC | 13,680 | $1.55M | 0.23% | −6,619−32.6% | Reduced |
| Versant Capital Management, Inc | 13,728 | $1.56M | 0.15% | +3,060+28.7% | Added |
| Prasad Wealth Partners, LLC | 13,737 | $1.56M | 0.42% | −168−1.2% | Reduced |
| Encore Global Management, LP | 13,750 | $1.56M | 1.09% | +13,750 | New |
| Whittier Trust Co | 13,336 | $1.57M | 0.02% | −5,695−29.9% | Reduced |
| GTS Securities LLC | 13,896 | $1.58M | 0.06% | −10,610−43.3% | Reduced |
| Personal Cfo Solutions, LLC | 13,969 | $1.58M | 0.22% | +1,600+12.9% | Added |
| LVW Advisors, LLC | 14,042 | $1.59M | 0.16% | +5,502+64.4% | Added |
| CX Institutional | 14,079 | $1.60M | 0.05% | −974−6.5% | Reduced |