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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| OpenArc Corporate Advisory, LLC | 17,693 | $2.01M | 0.03% | +3,197+22.1% | Added |
| Essex Financial Services, Inc. | 17,717 | $2.01M | 0.11% | +181+1.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $2.01M | 1.17% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 17,721 | $2.01M | 0.09% | −162−0.9% | Reduced |
| Haverford Trust Co | 17,781 | $2.02M | 0.02% | +4,578+34.7% | Added |
| Leavell Investment Management, Inc. | 17,866 | $2.03M | 0.08% | −3,000−14.4% | Reduced |
| Round Rock Advisors, LLC | 17,988 | $2.04M | 0.31% | +878+5.1% | Added |
| M Holdings Securities, Inc. | 16,452 | $2.05M | 0.14% | −882−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 18,068 | $2.05M | 0.03% | −821−4.3% | Reduced |
| Crestwood Advisors Group LLC | 18,258 | $2.07M | 0.03% | +4,972+37.4% | Added |
| Belpointe Asset Management LLC | 18,367 | $2.08M | 0.08% | −63−0.3% | Reduced |
| Fusion Capital, LLC | 18,372 | $2.08M | 0.56% | +141+0.8% | Added |
| Itau Unibanco Holding S.A. | 18,411 | $2.09M | 0.05% | +18,338+25,120.5% | Added |
| Bridgefront Capital, LLC | 18,447 | $2.09M | 0.52% | +18,447 | New |
| Reflection Asset Management | 16,955 | $2.09M | 1.28% | +14,557+607.0% | Added |
| Choate Investment Advisors | 18,487 | $2.10M | 0.04% | +9,296+101.1% | Added |
| Paradigm Financial Partners, LLC | 18,559 | $2.10M | 0.38% | −600−3.1% | Reduced |
| Ausdal Financial Partners, Inc. | 18,599 | $2.11M | 0.09% | +50.0% | Added |
| Matthew Goff Investment Advisor, LLC | 18,640 | $2.11M | 0.36% | −522−2.7% | Reduced |
| Spire Wealth Management | 18,652 | $2.12M | 0.07% | +416+2.3% | Added |
| Pflug Koory, LLC | 18,714 | $2.12M | 0.97% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18,793 | $2.13M | 0.02% | +9,832+109.7% | Added |
| Secured Retirement Advisors, LLC | 18,821 | $2.13M | 1.21% | +2,567+15.8% | Added |
| Bluebird Wealth Management LLC | 18,902 | $2.14M | 2.19% | −3,876−17.0% | Reduced |
| Klingman & Associates, LLC | 18,984 | $2.15M | 0.10% | +272+1.5% | Added |
| Harbour Investments, Inc. | 19,004 | $2.16M | 0.03% | +11,656+158.6% | Added |
| Whittier Trust Co of Nevada Inc | 18,367 | $2.16M | 0.04% | +3,520+23.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 19,007 | $2.16M | 0.01% | +19,007 | New |
| Legacy Financial Advisors, Inc. | 19,065 | $2.16M | 0.30% | +138+0.7% | Added |
| Larson Financial Group LLC | 19,074 | $2.16M | 0.07% | +5,396+39.5% | Added |
| Matrix Trust Co | 19,182 | $2.17M | 0.36% | +362+1.9% | Added |
| First National Trust Co | 19,239 | $2.18M | 0.07% | +60+0.3% | Added |
| WESPAC Advisors SoCal, LLC | 19,319 | $2.19M | 0.47% | +113+0.6% | Added |
| Jennison Associates LLC | 19,352 | $2.19M | 0.00% | −545,243−96.6% | Reduced |
| Hayek Kallen Investment Management | 19,432 | $2.20M | 0.72% | +19,432 | New |
| Central Trust Co | 19,504 | $2.21M | 0.04% | +1,495+8.3% | Added |
| Bank of Hawaii | 19,527 | $2.21M | 0.12% | −185−0.9% | Reduced |
| Frec Markets, Inc. | 19,532 | $2.22M | 0.38% | +9,996+104.8% | Added |
| Paradigm Asset Management Co LLC | 19,600 | $2.22M | 0.52% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 19,609 | $2.22M | 0.46% | −207−1.0% | Reduced |
| Banque Transatlantique SA | 19,613 | $2.22M | 0.05% | +18,961+2,908.1% | Added |
| Caxton Associates LLP | 19,748 | $2.24M | 0.05% | +2,635+15.4% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $2.26M | 0.12% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 20,092 | $2.28M | 0.87% | −5,267−20.8% | Reduced |
| Premier Path Wealth Partners, LLC | 20,112 | $2.28M | 0.30% | +2,497+14.2% | Added |
| DMKC Advisory Services, LLC | 20,138 | $2.28M | 0.95% | 00.0% | Unchanged |
| Greenleaf Trust | 20,220 | $2.29M | 0.02% | +837+4.3% | Added |
| Accurate Wealth Management, LLC | 18,436 | $2.29M | 0.28% | +1,175+6.8% | Added |
| Two Sigma Securities, LLC | 20,309 | $2.30M | 0.27% | +18,430+980.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 20,320 | $2.30M | 0.16% | +273+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 20,335 | $2.31M | 0.13% | +20,335 | New |
| Freestone Capital Holdings, LLC | 20,370 | $2.31M | 0.07% | −825−3.9% | Reduced |
| Diversify Advisory Services, LLC | 18,215 | $2.32M | 0.35% | −10,431−36.4% | Reduced |
| Regions Financial Corp | 20,690 | $2.35M | 0.02% | +4,466+27.5% | Added |
| Alpine Woods Capital Investors, LLC | 20,771 | $2.36M | 0.57% | +533+2.6% | Added |
| Integrated Quantitative Investments LLC | 20,791 | $2.36M | 0.43% | +17,591+549.7% | Added |
| Spirepoint Private Client, LLC | 20,847 | $2.36M | 0.22% | −924−4.2% | Reduced |
| PVG Asset Management Corp | 16,821 | $2.38M | 1.41% | +12,835+322.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,005 | $2.38M | 0.04% | −3,423−14.0% | Reduced |
| Fortress Private Ledger, LLC | 21,075 | $2.39M | 0.75% | −560−2.6% | Reduced |
| Mutual Advisors, LLC | 21,168 | $2.40M | 0.05% | +3,097+17.1% | Added |
| Signaturefd, LLC | 21,197 | $2.40M | 0.04% | −341−1.6% | Reduced |
| Kingsman Wealth Management, Inc. | 21,215 | $2.41M | 1.35% | −5,531−20.7% | Reduced |
| Spirit of America Management Corp | 21,250 | $2.41M | 0.48% | +300+1.4% | Added |
| Cornerstone Wealth Management, LLC | 21,294 | $2.41M | 0.12% | +10,901+104.9% | Added |
| Opal Capital LLC | 21,300 | $2.42M | 0.43% | −68,754−76.3% | Reduced |
| White Pine Capital LLC | 21,337 | $2.42M | 0.66% | +129+0.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 21,373 | $2.42M | 0.14% | −10.0% | Reduced |
| American State Bank (Iowa) | 21,471 | $2.44M | 1.17% | +202+0.9% | Added |
| Dana Investment Advisors, Inc. | 21,479 | $2.44M | 0.07% | −225−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,603 | $2.45M | 0.04% | −99−0.5% | Reduced |
| Gsa Capital Partners LLP | 21,780 | $2.47M | 0.15% | +18,847+642.6% | Added |
| Game Creek Capital, LP | 21,850 | $2.48M | 0.95% | −3,075−12.3% | Reduced |
| Savvy Advisors, Inc. | 21,894 | $2.48M | 0.07% | +4,767+27.8% | Added |
| Perpetual Ltd | 22,102 | $2.51M | 0.04% | −1,260−5.4% | Reduced |
| Advisors Management Group Inc | 22,209 | $2.52M | 0.46% | −2,410−9.8% | Reduced |
| TCG Advisory Services, LLC | 22,236 | $2.52M | 0.06% | +4,099+22.6% | Added |
| GKV Capital Management Co., Inc. | 22,237 | $2.52M | 0.95% | +2,957+15.3% | Added |
| Avantra Family Wealth, Inc. | 22,276 | $2.53M | 1.88% | +366+1.7% | Added |
| PMC FIG Opportunities LLC | 22,313 | $2.53M | 3.92% | −3,883−14.8% | Reduced |
| Simplex Trading, LLC | 22,325 | $2.53M | 0.08% | +22,325 | New |
| Essential Partners LLC | 22,530 | $2.56M | 0.86% | +46+0.2% | Added |
| Kathmere Capital Management, LLC | 22,585 | $2.56M | 0.16% | +247+1.1% | Added |
| Convergence Investment Partners, LLC | 22,595 | $2.56M | 0.42% | −2,025−8.2% | Reduced |
| Bangor Savings Bank | 22,608 | $2.56M | 0.20% | −485−2.1% | Reduced |
| Jacobi Capital Management LLC | 22,648 | $2.57M | 0.14% | +958+4.4% | Added |
| Intrust Bank NA | 22,681 | $2.57M | 0.21% | +3,032+15.4% | Added |
| Fifth Third Wealth Advisors LLC | 22,741 | $2.58M | 0.09% | +3,251+16.7% | Added |
| GFS Advisors, LLC | 22,845 | $2.59M | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 22,872 | $2.59M | 0.19% | +9,291+68.4% | Added |
| Gladstone Institutional Advisory LLC | 22,979 | $2.61M | 0.10% | −4,374−16.0% | Reduced |
| Fox Run Management, L.L.C. | 24,304 | $2.61M | 0.46% | +24,304 | New |
| Focused Alpha, LLC | 23,109 | $2.62M | 0.81% | +14,787+177.7% | Added |
| Chancellor Financial Group WB LP | 23,323 | $2.65M | 1.89% | +415+1.8% | Added |
| Allen Wealth Management, LLC | 23,335 | $2.65M | 1.32% | −1,466−5.9% | Reduced |
| Ocean Capital Management, LLC | 23,442 | $2.66M | 0.55% | +182+0.8% | Added |
| BankPlus Trust Department | 23,443 | $2.66M | 0.71% | +14,263+155.4% | Added |
| Inscription Capital, LLC | 23,671 | $2.68M | 0.28% | −624−2.6% | Reduced |
| Columbia Asset Management | 23,717 | $2.69M | 0.51% | −2,086−8.1% | Reduced |
| Evelyn Partners Investment Management LLP | 23,813 | $2.70M | 0.07% | −2,991−11.2% | Reduced |