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 |
|---|---|---|---|---|---|
| VELA Investment Management, LLC | 14,097 | $1.60M | 0.41% | −2,407−14.6% | Reduced |
| MWA Asset Management | 14,249 | $1.62M | 0.89% | +363+2.6% | Added |
| Longfellow Investment Management Co LLC | 14,317 | $1.62M | 0.34% | +2,233+18.5% | Added |
| Qtron Investments LLC | 14,346 | $1.63M | 0.22% | +60.0% | Added |
| Sentinus, LLC | 14,370 | $1.63M | 0.15% | +2,611+22.2% | Added |
| Arvest Bank Trust Division | 14,409 | $1.63M | 0.09% | −244−1.7% | Reduced |
| R Squared Ltd | 14,419 | $1.64M | 0.90% | +9,016+166.9% | Added |
| Venturi Wealth Management, LLC | 14,424 | $1.64M | 0.07% | +246+1.7% | Added |
| First Citizens Bank & Trust Co | 14,447 | $1.64M | 0.03% | −43−0.3% | Reduced |
| Concord Wealth Partners | 14,461 | $1.64M | 0.21% | +1,791+14.1% | Added |
| Generali Investments, Management Co LLC | 14,481 | $1.64M | 0.38% | −15,313−51.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,500 | $1.64M | 0.85% | −2,000−12.1% | Reduced |
| NVWM, LLC | 14,512 | $1.65M | 0.37% | +262+1.8% | Added |
| Sigma Planning Corp | 14,516 | $1.65M | 0.05% | +446+3.2% | Added |
| HBK Sorce Advisory LLC | 13,128 | $1.65M | 0.03% | +602+4.8% | Added |
| Landmark Wealth Management, LLC | 14,539 | $1.65M | 0.44% | +14,539 | New |
| VestGen Advisors, LLC | 13,094 | $1.66M | 0.05% | +4,938+60.5% | Added |
| Tevis Investment Management | 14,632 | $1.66M | 0.95% | +643+4.6% | Added |
| DRW Securities, LLC | 14,666 | $1.66M | 0.09% | −44,346−75.1% | Reduced |
| Berkeley Capital Partners, LLC | 14,664 | $1.66M | 0.39% | −1,445−9.0% | Reduced |
| Oxford Asset Management LLP | 14,673 | $1.66M | 0.67% | −233−1.6% | Reduced |
| Connable Office Inc | 14,710 | $1.67M | 0.16% | −4,760−24.4% | Reduced |
| Boyar Asset Management Inc. | 14,731 | $1.67M | 0.95% | −1,075−6.8% | Reduced |
| SeaCrest Wealth Management, LLC | 14,759 | $1.67M | 0.18% | −652−4.2% | Reduced |
| Excalibur Management Corp | 14,761 | $1.67M | 0.60% | +64+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 14,765 | $1.67M | 0.46% | −267−1.8% | Reduced |
| Edgestream Partners, L.P. | 14,765 | $1.67M | 0.05% | −36,524−71.2% | Reduced |
| Independent Financial Group, LLC | 14,796 | $1.68M | 0.04% | −5,545−27.3% | Reduced |
| Somerset Trust Co | 14,873 | $1.69M | 0.52% | +242+1.7% | Added |
| Clarus Wealth Advisors | 14,405 | $1.69M | 0.72% | +14,405 | New |
| Shrier Wealth Management, LLC | 14,977 | $1.70M | 0.62% | +695+4.9% | Added |
| Change Path, LLC | 14,990 | $1.70M | 0.04% | −1,646−9.9% | Reduced |
| Harvest Fund Management Co., Ltd | 15,121 | $1.72M | 0.07% | −5,940−28.2% | Reduced |
| Sargent Investment Group, LLC | 15,132 | $1.72M | 0.23% | +2,619+20.9% | Added |
| First Commonwealth Financial Corp | 15,134 | $1.72M | 0.27% | +1,221+8.8% | Added |
| Checchi Capital Advisers, LLC | 15,156 | $1.72M | 0.12% | +1,410+10.3% | Added |
| Widmann Financial Services, Inc. | 15,188 | $1.72M | 1.02% | −33−0.2% | Reduced |
| New England Research & Management, Inc. | 15,227 | $1.73M | 0.73% | +15,227 | New |
| Robertson Stephens Wealth Management, LLC | 15,244 | $1.73M | 0.05% | +377+2.5% | Added |
| Apella Capital, LLC | 13,120 | $1.73M | 0.03% | +8,672+195.0% | Added |
| Moneta Group Investment Advisors LLC | 15,357 | $1.74M | 0.01% | +1,438+10.3% | Added |
| Gibbs Wealth Management | 15,368 | $1.74M | 0.23% | +7,563+96.9% | Added |
| Aigen Investment Management, LP | 15,408 | $1.75M | 0.45% | +11,628+307.6% | Added |
| Paragon Capital Management LLC | 15,454 | $1.75M | 0.87% | −97−0.6% | Reduced |
| Daytona Street Capital LLC | 15,118 | $1.75M | 1.41% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 15,502 | $1.76M | 0.13% | +1,775+12.9% | Added |
| Richard Bernstein Advisors LLC | 15,505 | $1.76M | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 15,544 | $1.76M | 0.07% | −125−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 15,563 | $1.76M | 0.14% | −2,388−13.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,692 | $1.78M | 0.08% | +493+3.2% | Added |
| Winthrop Capital Management, LLC | 15,714 | $1.78M | 0.46% | +824+5.5% | Added |
| Generation Capital Management LLC | 15,715 | $1.78M | 1.30% | +35+0.2% | Added |
| SlateStone Wealth, LLC | 15,732 | $1.78M | 0.15% | −2,448−13.5% | Reduced |
| Evoke Wealth, LLC | 15,739 | $1.79M | 0.03% | +1,787+12.8% | Added |
| EverSource Wealth Advisors, LLC | 15,887 | $1.80M | 0.06% | +2,760+21.0% | Added |
| Birchbrook, Inc. | 15,943 | $1.81M | 0.89% | −671−4.0% | Reduced |
| Profund Advisors LLC | 15,949 | $1.81M | 0.07% | −3,755−19.1% | Reduced |
| Waterfront Wealth Inc. | 15,970 | $1.81M | 0.33% | +3,411+27.2% | Added |
| Dakota Wealth Management | 16,010 | $1.82M | 0.04% | +1,714+12.0% | Added |
| Smithbridge Asset Management Inc | 16,057 | $1.82M | 0.27% | +13,804+612.7% | Added |
| United Bank | 16,084 | $1.82M | 0.61% | +232+1.5% | Added |
| Flywheel Private Wealth LLC | 16,100 | $1.83M | 1.04% | +16,100 | New |
| Cramer Rosenthal McGlynn LLC | 16,111 | $1.83M | 0.13% | −2,112−11.6% | Reduced |
| Hobbs Group Advisors, LLC | 16,124 | $1.83M | 0.55% | +532+3.4% | Added |
| Aprio Wealth Management, LLC | 16,178 | $1.83M | 0.10% | +2,390+17.3% | Added |
| Axq Capital, LP | 16,179 | $1.83M | 0.24% | +16,179 | New |
| Verdence Capital Advisors LLC | 16,308 | $1.85M | 0.11% | +3,578+28.1% | Added |
| Independence Bank of Kentucky | 16,380 | $1.86M | 0.24% | −339−2.0% | Reduced |
| Melfa Wealth Management, LLC | 16,438 | $1.86M | 1.07% | +40.0% | Added |
| Wright Investors Service Inc | 16,497 | $1.87M | 0.59% | −291−1.7% | Reduced |
| Norden Group LLC | 16,504 | $1.87M | 0.18% | −403−2.4% | Reduced |
| Ethos Capital Management, Inc. | 16,581 | $1.88M | 1.61% | +2,520+17.9% | Added |
| Cigna Investments Inc | 16,594 | $1.88M | 0.29% | −657−3.8% | Reduced |
| Cambria Investment Management, L.P. | 16,622 | $1.89M | 0.11% | −547−3.2% | Reduced |
| Citizens & Northern Corp | 16,626 | $1.89M | 0.47% | +2,696+19.4% | Added |
| FIL Ltd | 16,652 | $1.89M | 0.00% | −4,381−20.8% | Reduced |
| Cardinal Point Capital Management, ULC | 16,739 | $1.90M | 0.12% | +300+1.8% | Added |
| Mosley Wealth Management | 18,707 | $1.90M | 0.86% | −206−1.1% | Reduced |
| Journey Strategic Wealth LLC | 16,805 | $1.91M | 0.05% | +3,718+28.4% | Added |
| Chapman Financial Group, LLC | 16,808 | $1.91M | 1.36% | −417−2.4% | Reduced |
| Syon Capital LLC | 16,884 | $1.91M | 0.10% | +1,435+9.3% | Added |
| Arjuna Capital | 16,943 | $1.92M | 0.49% | +327+2.0% | Added |
| Benjamin Edwards Inc | 16,945 | $1.92M | 0.02% | +1,715+11.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,014 | $1.93M | 0.28% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 17,020 | $1.93M | 0.21% | −222−1.3% | Reduced |
| Avestar Capital, LLC | 17,060 | $1.93M | 0.13% | +816+5.0% | Added |
| Thoroughbred Financial Services, LLC | 17,140 | $1.94M | 0.12% | −130−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 17,174 | $1.95M | 0.06% | +3,815+28.6% | Added |
| E&G Advisors, LP | 17,180 | $1.95M | 0.43% | −50.0% | Reduced |
| Bluefin Capital Management, LLC | 17,200 | $1.95M | 1.89% | +17,200 | New |
| Stableford Capital II LLC | 17,227 | $1.95M | 0.73% | +450+2.7% | Added |
| Breakwater Capital Group | 17,230 | $1.95M | 0.26% | +177+1.0% | Added |
| Ballentine Partners, LLC | 17,272 | $1.96M | 0.03% | −1,389−7.4% | Reduced |
| Buckley Wealth Management, LLC | 17,314 | $1.96M | 0.50% | −1,115−6.1% | Reduced |
| Wealthcare Advisory Partners LLC | 17,332 | $1.97M | 0.04% | −1,399−7.5% | Reduced |
| RFG Advisory, LLC | 17,339 | $1.97M | 0.04% | −2,264−11.5% | Reduced |
| Athena Wealth Management, LLC | 17,520 | $1.99M | 1.63% | +6,097+53.4% | Added |
| LRI Investments, LLC | 17,576 | $1.99M | 0.18% | +701+4.2% | Added |
| Consilium Wealth Advisory, LLC | 17,602 | $2.00M | 0.68% | +2,529+16.8% | Added |
| Laurion Capital Management LP | 17,657 | $2.00M | 0.19% | −33,843−65.7% | Reduced |