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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 33,073 | $3.75M | 0.47% | −310−0.9% | Reduced |
| Marvin & Palmer Associates Inc | 33,290 | $3.78M | 4.52% | −50,676−60.4% | Reduced |
| Round Hill Asset Management | 33,293 | $3.78M | 2.47% | −102−0.3% | Reduced |
| Twin Capital Management Inc | 33,454 | $3.79M | 0.49% | +337+1.0% | Added |
| Capstone Investment Advisors, LLC | 33,724 | $3.82M | 0.03% | +17,070+102.5% | Added |
| Northern Oak Wealth Management Inc | 34,143 | $3.87M | 0.48% | −8,805−20.5% | Reduced |
| Brown Brothers Harriman & Co | 34,314 | $3.89M | 0.02% | +12,867+60.0% | Added |
| Blue Edge Capital, LLC | 34,376 | $3.90M | 0.52% | +160+0.5% | Added |
| Agp Franklin, LLC | 34,910 | $3.96M | 1.98% | −2,403−6.4% | Reduced |
| Collar Capital Management, LLC | 35,015 | $3.97M | 2.57% | −517−1.5% | Reduced |
| Rayburn West Financial Services LLC | 35,410 | $4.02M | 2.37% | +45+0.1% | Added |
| Castlekeep Investment Advisors LLC | 35,449 | $4.02M | 2.18% | −20.0% | Reduced |
| Ironwood Investment Management LLC | 35,562 | $4.03M | 1.68% | −40.0% | Reduced |
| Equitable Trust Co | 35,583 | $4.04M | 0.19% | −1,562−4.2% | Reduced |
| Triglav Skladi, D.O.O. | 35,683 | $4.05M | 0.28% | −45,629−56.1% | Reduced |
| Buckingham Strategic Partners | 36,060 | $4.06M | 0.04% | +2,548+7.6% | Added |
| DCF Advisers, LLC | 36,000 | $4.08M | 1.54% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 36,008 | $4.08M | 0.08% | −988−2.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 36,148 | $4.10M | 1.47% | −496−1.4% | Reduced |
| Winch Advisory Services, LLC | 36,155 | $4.10M | 0.94% | −770−2.1% | Reduced |
| Ameliora Wealth Management Ltd. | 36,160 | $4.10M | 1.31% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 36,186 | $4.10M | 0.02% | −16,564−31.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 36,277 | $4.11M | 0.05% | −2,842−7.3% | Reduced |
| Atomi Financial Group, Inc. | 36,329 | $4.12M | 0.13% | +70.0% | Added |
| GMT Capital Corp | 36,500 | $4.14M | 0.19% | −28,500−43.8% | Reduced |
| Krilogy Financial LLC | 32,216 | $4.17M | 0.13% | +7,353+29.6% | Added |
| Meiji Yasuda Life Insurance Co | 36,791 | $4.17M | 0.14% | 00.0% | Unchanged |
| Processus Wealth & Capital Management, LLC | 36,845 | $4.18M | 2.84% | +106+0.3% | Added |
| Vestcor Inc | 36,891 | $4.18M | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 37,211 | $4.22M | 0.17% | −6,679−15.2% | Reduced |
| Chicago Trust Co NA | 37,296 | $4.23M | 0.68% | −631−1.7% | Reduced |
| Snowden Capital Advisors LLC | 37,307 | $4.23M | 0.11% | −594−1.6% | Reduced |
| Sit Investment Associates Inc | 37,330 | $4.23M | 0.09% | −2,725−6.8% | Reduced |
| Coldstream Capital Management Inc | 37,337 | $4.23M | 0.05% | +4,486+13.7% | Added |
| Family Management Corp | 37,646 | $4.27M | 0.51% | −58,488−60.8% | Reduced |
| TD Private Client Wealth LLC | 37,758 | $4.28M | 0.09% | −3,308−8.1% | Reduced |
| Boundless Plain Holdings Ltd | 37,944 | $4.28M | 1.41% | +37,944 | New |
| Legato Capital Management LLC | 37,979 | $4.31M | 0.39% | +16,279+75.0% | Added |
| Schear Investment Advisers, LLC | 38,044 | $4.31M | 1.90% | −89−0.2% | Reduced |
| Oarsman Capital, Inc. | 38,243 | $4.34M | 0.54% | −2,967−7.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 38,354 | $4.35M | 0.73% | +38,354 | New |
| Avidian Wealth Solutions, LLC | 38,401 | $4.36M | 0.14% | +30,728+400.5% | Added |
| Columbus Macro, LLC | 38,606 | $4.38M | 0.47% | −1,849−4.6% | Reduced |
| Culbertson A N & Co Inc | 38,723 | $4.39M | 0.57% | −1,281−3.2% | Reduced |
| Granite Investment Partners, LLC | 39,499 | $4.48M | 0.28% | +1,161+3.0% | Added |
| S&CO Inc | 39,641 | $4.50M | 0.28% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 39,830 | $4.52M | 1.07% | −103−0.3% | Reduced |
| Long Focus Capital Management, LLC | 40,000 | $4.54M | 0.20% | −59,640−59.9% | Reduced |
| Nicholas Investment Partners, LP | 40,000 | $4.54M | 0.33% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 40,025 | $4.54M | 0.07% | +272+0.7% | Added |
| First Business Financial Services, Inc. | 40,051 | $4.54M | 0.40% | +4,124+11.5% | Added |
| Savant Capital, LLC | 40,326 | $4.57M | 0.02% | +8,346+26.1% | Added |
| Patten & Patten Inc | 40,709 | $4.62M | 0.28% | −199−0.5% | Reduced |
| Cresset Asset Management, LLC | 40,733 | $4.62M | 0.02% | +2,957+7.8% | Added |
| Boothbay Fund Management, LLC | 40,817 | $4.63M | 0.11% | −32,953−44.7% | Reduced |
| Axxcess Wealth Management, LLC | 40,867 | $4.63M | 0.15% | −17,932−30.5% | Reduced |
| IMA Wealth, Inc. | 40,870 | $4.64M | 0.45% | −657−1.6% | Reduced |
| apricus wealth, LLC | 40,990 | $4.65M | 2.27% | −4,500−9.9% | Reduced |
| Headlands Technologies LLC | 41,009 | $4.65M | 0.53% | +41,009 | New |
| Eagle Capital Management LLC | 41,076 | $4.66M | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 41,298 | $4.68M | 0.66% | +1,634+4.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 41,684 | $4.73M | 0.49% | +7,483+21.9% | Added |
| Diversify Wealth Management, LLC | 37,560 | $4.79M | 0.09% | +27,409+270.0% | Added |
| Lincluden Management Ltd | 42,269 | $4.79M | 0.51% | +3,053+7.8% | Added |
| Boyd Watterson Asset Management LLC | 42,384 | $4.81M | 1.48% | +3,662+9.5% | Added |
| Skopos Labs, Inc. | 42,397 | $4.81M | 0.15% | +13,349+46.0% | Added |
| Brighton Jones LLC | 42,419 | $4.81M | 0.11% | +42,419 | New |
| SIH Partners, LLLP | 42,448 | $4.81M | 0.15% | +42,448 | New |
| Great Valley Advisor Group, Inc. | 42,664 | $4.84M | 0.09% | +727+1.7% | Added |
| Diversified Trust Co | 43,476 | $4.93M | 0.09% | −31,826−42.3% | Reduced |
| First Interstate Bank | 43,821 | $4.97M | 0.28% | −1,986−4.3% | Reduced |
| Blackstone Group Inc. | 43,856 | $4.97M | 0.02% | +43,856 | New |
| Westfield Capital Management Co LP | 44,457 | $5.04M | 0.02% | +713+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 44,497 | $5.05M | 0.13% | −4,523−9.2% | Reduced |
| Peapack Gladstone Financial Corp | 45,005 | $5.10M | 0.07% | −1,652−3.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 45,062 | $5.11M | 0.94% | −12,672−21.9% | Reduced |
| Meeder Advisory Services, Inc. | 45,210 | $5.13M | 0.21% | +1,610+3.7% | Added |
| Siemens Fonds Invest GmbH | 45,216 | $5.13M | 0.29% | −1,510−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 45,268 | $5.13M | 0.03% | −2,619−5.5% | Reduced |
| Bleakley Financial Group, LLC | 45,607 | $5.17M | 0.08% | +5,186+12.8% | Added |
| Princeton Capital Management LLC | 46,441 | $5.27M | 1.44% | +4,973+12.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 46,784 | $5.31M | 0.36% | −1,268−2.6% | Reduced |
| Loomis Sayles & Co L P | 46,802 | $5.31M | 0.01% | +16,149+52.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 46,859 | $5.31M | 0.91% | −20.0% | Reduced |
| Farallon Capital Management, L.L.C. | 47,000 | $5.33M | 0.03% | +47,000 | New |
| Baker Avenue Asset Management, LP | 47,402 | $5.38M | 0.12% | +5,764+13.8% | Added |
| Securian Asset Management, Inc | 47,406 | $5.38M | 0.21% | −1,248−2.6% | Reduced |
| Spahn Wealth & Retirement LLC | 47,435 | $5.38M | 6.85% | −47,753−50.2% | Reduced |
| Castleark Management LLC | 47,484 | $5.39M | 0.18% | −69,980−59.6% | Reduced |
| Advisory Services Network, LLC | 47,572 | $5.40M | 0.07% | +452+1.0% | Added |
| Hamilton Capital Partners Inc. | 48,090 | $5.45M | 0.18% | −4,197−8.0% | Reduced |
| Simon Quick Advisors, LLC | 48,225 | $5.47M | 0.25% | −17,443−26.6% | Reduced |
| Continental Advisors LLC | 48,434 | $5.49M | 3.41% | −5,500−10.2% | Reduced |
| We Are One Seven, LLC | 49,114 | $5.57M | 0.11% | −4,285−8.0% | Reduced |
| Nicolet Bankshares Inc | 48,850 | $5.57M | 0.21% | +42,388+656.0% | Added |
| Morton Community Bank | 49,189 | $5.58M | 1.21% | +1,615+3.4% | Added |
| GAMMA Investing LLC | 49,378 | $5.60M | 0.26% | +2,856+6.1% | Added |
| Focused Wealth Management, Inc | 49,888 | $5.66M | 0.59% | −69−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 50,095 | $5.68M | 0.07% | −556−1.1% | Reduced |
| Everence Capital Management Inc | 50,406 | $5.72M | 0.35% | 00.0% | Unchanged |