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
- 2,475
- +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 | 2,644 | $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 |
|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 382 | $43.4K | 0.01% | +92+31.7% | Added |
| Magnolia Wealth Management, LLC | 385 | $43.6K | 0.03% | +385 | New |
| Paladin Partners, LLC | 391 | $44.3K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 392 | $44.5K | 0.01% | −1,100−73.7% | Reduced |
| Raffa Wealth Management, LLC | 392 | $44.5K | 0.01% | +45+13.0% | Added |
| Hilton Head Capital Partners, LLC | 395 | $44.8K | 0.03% | 00.0% | Unchanged |
| One River Asset Management, LLC | 398 | $45.1K | 0.15% | +398 | New |
| Strategic Investment Solutions, Inc. | 403 | $45.7K | 0.01% | +2+0.5% | Added |
| MTM Investment Management, LLC | 403 | $45.7K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 407 | $46.1K | 0.04% | −3,843−90.4% | Reduced |
| Accent Capital Management, LLC | 412 | $46.7K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 659 | $46.8K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 416 | $47.2K | 0.04% | +416 | New |
| Strive Financial Group ,LLC | 423 | $48.0K | 0.03% | −3,300−88.6% | Reduced |
| McIlrath & Eck, LLC | 431 | $48.9K | 0.00% | −100−18.8% | Reduced |
| Granite FO LLC | 434 | $49.2K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 435 | $49.3K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 436 | $49.4K | 0.01% | +13+3.1% | Added |
| DHJJ Financial Advisors, Ltd. | 440 | $49.9K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 440 | $50.0K | 0.02% | +1+0.2% | Added |
| Coston, McIsaac & Partners | 444 | $50.0K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 446 | $50.0K | 0.04% | +33+8.0% | Added |
| Robinswood Financial LLC | 442 | $50.2K | 0.02% | +2+0.5% | Added |
| JPL Wealth Management, LLC | 448 | $50.8K | 0.01% | +448 | New |
| Atlantic Edge Private Wealth Management, LLC | 449 | $50.9K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 472 | $53.5K | 0.03% | −1,223−72.2% | Reduced |
| Hara Capital LLC | 476 | $54.0K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 474 | $54.6K | 0.03% | −37−7.2% | Reduced |
| Lodestone Wealth Management LLC | 494 | $56.1K | 0.02% | +2+0.4% | Added |
| Ballast Advisors LLC | 495 | $56.1K | 0.02% | +495 | New |
| Financial Network Wealth Advisors LLC | 499 | $56.6K | 0.06% | −39−7.2% | Reduced |
| Mascoma Wealth Management LLC | 500 | $56.7K | 0.01% | −22−4.2% | Reduced |
| Horrell Capital Management, Inc. | 500 | $56.7K | 0.03% | 00.0% | Unchanged |
| Swiss Re Ltd | 500 | $56.7K | 0.35% | 00.0% | Unchanged |
| Covestor Ltd | 503 | $57.0K | 0.04% | −822−62.0% | Reduced |
| Dogwood Wealth Management LLC | 504 | $57.2K | 0.02% | +196+63.6% | Added |
| Vanguard National Trust Co | 512 | $58.1K | 0.00% | +512 | New |
| First Financial Corp | 513 | $58.2K | 0.02% | 00.0% | Unchanged |
| Fairway Wealth LLC | 528 | $59.9K | 0.02% | −140−21.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 538 | $61.0K | 0.01% | +268+99.3% | Added |
| Bank of Jackson Hole Trust | 544 | $61.7K | 0.03% | +141+35.0% | Added |
| Financial Perspectives, Inc | 546 | $61.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 551 | $62.0K | 0.01% | +5+0.9% | Added |
| GHP Investment Advisors, Inc. | 549 | $62.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 553 | $62.7K | 0.03% | +430+349.6% | Added |
| Kemnay Advisory Services Inc. | 558 | $63.3K | 0.01% | −153−21.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 560 | $63.5K | 0.03% | −37−6.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 562 | $63.7K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 575 | $65.2K | 0.01% | +201+53.7% | Added |
| City Holding Co | 582 | $66.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 594 | $67.4K | 0.00% | −155−20.7% | Reduced |
| Cranbrook Wealth Management, LLC | 595 | $67.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 596 | $67.6K | 0.04% | +245+69.8% | Added |
| Berbice Capital Management LLC | 600 | $68.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 604 | $68.5K | 0.01% | +429+245.1% | Added |
| N.E.W. Advisory Services LLC | 613 | $69.5K | 0.01% | −90−12.8% | Reduced |
| First Community Trust NA | 625 | $70.9K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 626 | $71.0K | 0.00% | +141+29.1% | Added |
| Private Wealth Management Group, LLC | 629 | $71.3K | 0.02% | +58+10.2% | Added |
| Truvestments Capital LLC | 629 | $71.3K | 0.01% | +124+24.6% | Added |
| Joseph Group Capital Management | 631 | $71.6K | 0.02% | +164+35.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 632 | $71.7K | 0.04% | +632 | New |
| Webster Bank, N. A. | 650 | $73.7K | 0.01% | +150+30.0% | Added |
| Hillsdale Investment Management Inc. | 660 | $74.9K | 0.00% | +40+6.5% | Added |
| Atlantic Trust, LLC | 707 | $80.2K | 0.01% | −1,550−68.7% | Reduced |
| Evergreen Advisors, LLC | 712 | $80.7K | 0.02% | +712 | New |
| Toth Financial Advisory Corp | 715 | $81.1K | 0.01% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 720 | $81.7K | 0.00% | +720 | New |
| Hartford Financial Management Inc. | 721 | $81.8K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 725 | $82.2K | 0.02% | +725 | New |
| St Germain D J Co Inc | 729 | $82.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $83.4K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 747 | $85.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 767 | $87.0K | 0.01% | +36+4.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $87.0K | 0.05% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 768 | $87.1K | 0.08% | +139+22.1% | Added |
| Global X Japan Co., Ltd. | 793 | $89.9K | 0.00% | +793 | New |
| Jackson, Grant Investment Advisers, Inc. | 794 | $90.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 800 | $90.7K | 0.01% | −100−11.1% | Reduced |
| Central Pacific Bank - Trust Division | 800 | $90.7K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 822 | $93.2K | 0.05% | +56+7.3% | Added |
| JCIC Asset Management Inc. | 845 | $95.8K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 850 | $96.0K | 0.03% | −99−10.4% | Reduced |
| Aventura Private Wealth, LLC | 851 | $96.5K | 0.04% | −6−0.7% | Reduced |
| Bank of New Hampshire | 858 | $97.3K | 0.02% | +858 | New |
| MidFirst Bank | 862 | $97.8K | 0.01% | −2,563−74.8% | Reduced |
| Intentional Wealth Strategies, LLC | 863 | $97.9K | 0.09% | +863 | New |
| Orion Capital Management LLC | 887 | $100.6K | 0.03% | −40−4.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 900 | $102.1K | 0.04% | −830−48.0% | Reduced |
| Founders Capital Management | 900 | $102.1K | 0.05% | −100−10.0% | Reduced |
| Pacifica Partners Inc. | 943 | $106.9K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 951 | $107.9K | 0.00% | +446+88.3% | Added |
| Princeton Global Asset Management LLC | 953 | $108.1K | 0.02% | −75−7.3% | Reduced |
| UMA Financial Services, Inc. | 971 | $110.1K | 0.02% | +57+6.2% | Added |
| Anfield Capital Management, LLC | 987 | $111.9K | 0.03% | +786+391.0% | Added |
| Bayforest Capital Ltd | 991 | $112.4K | 0.13% | +214+27.5% | Added |
| Owl Creek Wealth Partners LLC | 995 | $112.8K | 0.04% | +995 | New |
| VSM Wealth Advisory, LLC | 1,000 | $113.4K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 997 | $114.9K | 0.01% | −4−0.4% | Reduced |
| Abound Wealth Management | 1,023 | $116.1K | 0.03% | +436+74.3% | Added |