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; 2,643 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 | 2,643 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $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 |
|---|---|---|---|---|---|
| Investors Portfolio Services LLC | 123 | $14.0K | 0.01% | +1+0.8% | Added |
| Reyes Financial Architecture, Inc. | 125 | $14.2K | 0.01% | +81+184.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 135 | $15.3K | 0.01% | −1,810−93.1% | Reduced |
| Center for Financial Planning, Inc. | 136 | $15.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 137 | $15.5K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 138 | $15.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 139 | $15.8K | 0.01% | −8−5.4% | Reduced |
| Richardson Capital Management LLC | 140 | $15.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 145 | $16.4K | 0.00% | −48−24.9% | Reduced |
| Retirement Wealth Solutions LLC | 147 | $16.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 152 | $17.3K | 0.01% | +11+7.8% | Added |
| Vision Retirement, LLC | 153 | $17.4K | 0.00% | −100−39.5% | Reduced |
| Valley National Advisers Inc | 164 | $18.0K | 0.00% | +6+3.8% | Added |
| Darwin Advisors, LLC | 162 | $18.4K | 0.01% | −6−3.6% | Reduced |
| True Link Financial Advisors, LLC | 163 | $18.5K | 0.00% | +163 | New |
| Bay Harbor Wealth Management, LLC | 165 | $18.7K | 0.00% | +47+39.8% | Added |
| LM Advisors LLC | 2,181 | $19.4K | 0.39% | +188+9.4% | Added |
| Centerpoint Advisors, LLC | 175 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 177 | $20.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 179 | $20.3K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 179 | $20.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 180 | $20.4K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 182 | $20.6K | 0.00% | −116−38.9% | Reduced |
| Clark Wealth Partners | 182 | $20.6K | 0.01% | +17+10.3% | Added |
| CoreFirst Bank & Trust | 182 | $20.6K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 183 | $20.7K | 0.00% | +15+8.9% | Added |
| 1015 Capital Partners, LLC | 186 | $21.1K | 0.02% | +3+1.6% | Added |
| United Financial Planning Group LLC | 186 | $21.1K | 0.01% | +169+994.1% | Added |
| Hurley Capital, LLC | 186 | $21.1K | 0.01% | +173+1,330.8% | Added |
| Fairman Group, LLC | 187 | $21.2K | 0.02% | +1+0.5% | Added |
| Financial Freedom, LLC | 193 | $21.9K | 0.01% | +79+69.3% | Added |
| Pin Oak Investment Advisors Inc | 192 | $22.0K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 195 | $22.1K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $22.7K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 201 | $22.8K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 204 | $23.1K | 0.00% | +17+9.1% | Added |
| Valued Wealth Advisors LLC | 207 | $23.4K | 0.01% | −11−5.0% | Reduced |
| McGuire Capital Advisors Inc | 211 | $23.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 212 | $24.0K | 0.00% | −226−51.6% | Reduced |
| South Plains Financial, Inc. | 212 | $24.0K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 215 | $24.4K | 0.02% | −77−26.4% | Reduced |
| Wealth Preservation Advisors, LLC | 218 | $24.7K | 0.02% | +218 | New |
| Colonial Trust Advisors | 221 | $25.1K | 0.00% | +138+166.3% | Added |
| Whipplewood Advisors, LLC | 221 | $25.1K | 0.01% | +221 | New |
| Bare Financial Services, Inc | 223 | $25.3K | 0.01% | +46+26.0% | Added |
| Resources Management Corp | 230 | $26.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 233 | $26.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 237 | $26.9K | 0.01% | +20+9.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 237 | $27.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 243 | $27.0K | 0.00% | −15−5.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 240 | $27.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 240 | $27.2K | 0.00% | +75+45.5% | Added |
| TD Capital Management LLC | 240 | $27.3K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 244 | $27.7K | 0.02% | +162+197.6% | Added |
| Scarborough Advisors, LLC | 252 | $28.6K | 0.00% | +252 | New |
| New England Capital Financial Advisors LLC | 252 | $28.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 254 | $28.8K | 0.02% | +1+0.4% | Added |
| Motco | 259 | $29.4K | 0.00% | −1,518−85.4% | Reduced |
| Sachetta, LLC | 263 | $29.8K | 0.02% | −45−14.6% | Reduced |
| Heritage Wealth Advisors | 269 | $30.5K | 0.00% | −1,099−80.3% | Reduced |
| Piscataqua Savings Bank | 270 | $30.6K | 0.02% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 276 | $31.3K | 0.14% | +276 | New |
| Marquette Asset Management, LLC | 277 | $31.4K | 0.00% | +124+81.0% | Added |
| Barrett & Company, Inc. | 280 | $31.7K | 0.01% | +1+0.4% | Added |
| Meeder Asset Management Inc | 282 | $32.0K | 0.00% | −105−27.1% | Reduced |
| Horizons Wealth Management | 283 | $32.1K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 288 | $32.7K | 0.01% | −105−26.7% | Reduced |
| Cedar Mountain Advisors, LLC | 291 | $33.0K | 0.01% | +169+138.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 299 | $33.9K | 0.05% | −191−39.0% | Reduced |
| LOM Asset Management Ltd | 300 | $34.0K | 0.01% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 301 | $34.2K | 0.03% | 00.0% | Unchanged |
| Bravera Wealth | 302 | $34.3K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 304 | $34.5K | 0.01% | +34+12.6% | Added |
| Tiaa Trust, National Association | 307 | $34.8K | 0.00% | −20,286−98.5% | Reduced |
| Cornerstone Financial Management LLC | 307 | $34.8K | 0.03% | +15+5.1% | Added |
| Basepoint Wealth LLC | 309 | $35.0K | 0.02% | +2+0.7% | Added |
| Signature Equity Partners, LLC | 309 | $35.1K | 0.02% | +63+25.6% | Added |
| Bogart Wealth, LLC | 322 | $36.5K | 0.00% | +15+4.9% | Added |
| PlanVest Financial, Inc | 323 | $36.7K | 0.03% | +323 | New |
| Missouri Trust & Investment Co | 325 | $36.9K | 0.01% | +65+25.0% | Added |
| TFC Financial Management | 325 | $36.9K | 0.00% | −34−9.5% | Reduced |
| Ameriflex Group, Inc. | 327 | $37.1K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 340 | $38.6K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 348 | $39.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 355 | $40.3K | 0.01% | +27+8.2% | Added |
| Kilter Group LLC | 357 | $40.5K | 0.02% | +63+21.4% | Added |
| Atomic Invest LLC | 378 | $40.6K | 0.02% | +79+26.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $40.6K | 0.02% | +1+0.3% | Added |
| Dunhill Financial, LLC | 360 | $40.9K | 0.01% | +19+5.6% | Added |
| Aviso Financial Inc. | 362 | $41.1K | 0.00% | +72+24.8% | Added |
| Clayton Financial Group LLC | 362 | $41.1K | 0.02% | +258+248.1% | Added |
| Country Trust Bank | 364 | $41.3K | 0.00% | +175+92.6% | Added |
| Solstein Capital, LLC | 365 | $41.4K | 0.02% | −635−63.5% | Reduced |
| Ares Financial Consulting, LLC | 364 | $42.0K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 372 | $42.2K | 0.02% | −350−48.5% | Reduced |
| Valor Advisors LLC | 367 | $42.8K | 0.04% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 379 | $43.0K | 0.12% | 00.0% | Unchanged |