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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 941 | $118.8K | 0.02% | +18+2.0% | Added |
| Bollard Group LLC | 1,091 | $124.0K | 0.00% | +128+13.3% | Added |
| Bruce G. Allen Investments, LLC | 1,096 | $124.3K | 0.08% | −302−21.6% | Reduced |
| Cornerstone Planning Group LLC | 986 | $126.2K | 0.02% | +223+29.2% | Added |
| Armstrong Advisory Group, Inc | 1,134 | $128.6K | 0.01% | −10−0.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,139 | $129.0K | 0.01% | −219−16.1% | Reduced |
| Hallmark Capital Management Inc | 1,178 | $133.6K | 0.01% | +1,178 | New |
| Montag A & Associates Inc | 1,181 | $133.9K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,137 | $134.7K | 0.05% | +6+0.5% | Added |
| SOA Wealth Advisors, LLC. | 1,191 | $135.0K | 0.03% | −98−7.6% | Reduced |
| Boreal Capital Management LLC | 1,195 | $135.5K | 0.12% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,198 | $135.9K | 0.05% | +7+0.6% | Added |
| POM Investment Strategies, LLC | 1,222 | $138.6K | 0.17% | +1,222 | New |
| Byrne Asset Management LLC | 1,235 | $140.1K | 0.08% | +1,235 | New |
| DT Investment Partners, LLC | 1,251 | $141.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,268 | $144.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,270 | $144.0K | 0.05% | −341−21.2% | Reduced |
| Osterweis Capital Management Inc | 1,314 | $149.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,315 | $149.1K | 0.06% | −92−6.5% | Reduced |
| PFS Partners, LLC | 1,321 | $149.8K | 0.07% | −4−0.3% | Reduced |
| Hager Investment Management Services, LLC | 1,330 | $150.8K | 0.08% | −130−8.9% | Reduced |
| SHP Wealth Management | 1,336 | $151.6K | 0.01% | −699−34.3% | Reduced |
| Bell Investment Advisors, Inc | 1,366 | $154.9K | 0.02% | −4−0.3% | Reduced |
| Monetary Management Group Inc | 1,375 | $155.9K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $158.0K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 1,400 | $158.8K | 0.01% | +1,000+250.0% | Added |
| Millstone Evans Group, LLC | 1,403 | $159.1K | 0.10% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,413 | $160.3K | 0.07% | +25+1.8% | Added |
| RWM Asset Management, LLC | 1,437 | $163.0K | 0.02% | +1,437 | New |
| Community Bank, N.A. | 1,439 | $163.2K | 0.02% | +343+31.3% | Added |
| Crews Bank & Trust | 1,454 | $164.9K | 0.02% | −670−31.5% | Reduced |
| Sherman Asset Management, Inc. | 1,482 | $168.1K | 0.15% | 00.0% | Unchanged |
| AXS Investments LLC | 1,489 | $168.9K | 0.07% | −94−5.9% | Reduced |
| Addison Advisors LLC | 1,514 | $171.7K | 0.04% | −9−0.6% | Reduced |
| CKW Financial Group | 1,500 | $173.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $175.8K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,565 | $177.0K | 0.00% | +50+3.3% | Added |
| Wilkerson Advisory Group LLC | 1,612 | $182.8K | 0.06% | +657+68.8% | Added |
| Peoples Financial Services Corp. | 1,618 | $183.5K | 0.09% | +75+4.9% | Added |
| TSFG, LLC | 1,621 | $184.0K | 0.03% | +2+0.1% | Added |
| WFA of San Diego, LLC | 1,630 | $184.9K | 0.15% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,636 | $185.5K | 0.14% | +127+8.4% | Added |
| American National Bank | 1,640 | $186.0K | 0.02% | −5−0.3% | Reduced |
| REAP Financial Group, LLC | 1,649 | $187.1K | 0.04% | +163+11.0% | Added |
| Bayban | 1,651 | $187.2K | 0.16% | +240+17.0% | Added |
| Activest Wealth Management | 1,672 | $189.6K | 0.03% | +228+15.8% | Added |
| WPG Advisers, LLC | 1,675 | $190.0K | 0.14% | −181−9.8% | Reduced |
| iA Global Asset Management Inc. | 1,678 | $190.0K | 0.00% | +1,678 | New |
| Twin Peaks Wealth Advisors, LLC | 1,679 | $190.4K | 0.05% | +1+0.1% | Added |
| Private Wealth Asset Management, LLC | 1,693 | $192.0K | 0.02% | +154+10.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,694 | $192.1K | 0.02% | −75−4.2% | Reduced |
| Caption Management, LLC | 1,700 | $192.8K | 0.01% | +1,700 | New |
| Strategic Investment Advisors | 1,704 | $193.3K | 0.01% | +1,704 | New |
| Beacon Investment Advisory Services, Inc. | 1,736 | $196.9K | 0.01% | −2,667−60.6% | Reduced |
| Vision Financial Markets LLC | 1,750 | $198.5K | 0.19% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,758 | $199.4K | 0.03% | +308+21.2% | Added |
| Interchange Capital Partners, LLC | 2,356 | $200.3K | 0.06% | −7,398−75.8% | Reduced |
| Wall Street Financial Group, Inc. | 1,768 | $200.5K | 0.12% | +1,768 | New |
| Wills Financial Group LLC | 1,621 | $201.2K | 0.08% | +1,621 | New |
| Essex LLC | 1,775 | $201.3K | 0.04% | −287−13.9% | Reduced |
| Altar Rock LLC | 1,777 | $201.5K | 0.24% | +1,777 | New |
| SkyOak Wealth, LLC | 1,785 | $202.4K | 0.04% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,785 | $202.4K | 0.15% | +1,785 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,794 | $203.5K | 0.03% | −4−0.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,795 | $203.5K | 0.10% | +10+0.6% | Added |
| Fortem Financial Group, LLC | 1,803 | $204.5K | 0.05% | −40−2.2% | Reduced |
| Saxon Interests, Inc. | 1,816 | $206.0K | 0.07% | −15−0.8% | Reduced |
| Avion Wealth | 1,820 | $206.0K | 0.04% | +39+2.2% | Added |
| Granite Harbor Advisors, Inc. | 1,817 | $206.1K | 0.09% | −35−1.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,821 | $206.5K | 0.01% | +1,821 | New |
| Chase Investment Counsel Corp | 1,832 | $207.0K | 0.05% | +1,832 | New |
| Sonoma Allocations LLC | 1,771 | $207.8K | 0.07% | −385−17.9% | Reduced |
| First Heartland Consultants, Inc. | 1,833 | $207.9K | 0.02% | −2,831−60.7% | Reduced |
| Barings LLC | 1,833 | $207.9K | 0.00% | +101+5.8% | Added |
| Welch Group, LLC | 1,833 | $207.9K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,834 | $208.0K | 0.02% | +18+1.0% | Added |
| SNS Financial Group, LLC | 1,836 | $208.2K | 0.02% | +23+1.3% | Added |
| Hoxton Planning & Management, LLC | 1,837 | $208.3K | 0.06% | −47−2.5% | Reduced |
| Crusonia Wealth Advisors LLC | 1,842 | $208.9K | 0.04% | +1,842 | New |
| Ellis Investment Partners, LLC | 1,848 | $209.6K | 0.04% | −82−4.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,858 | $210.7K | 0.03% | +1,858 | New |
| Note Advisors, LLC | 1,863 | $211.3K | 0.11% | 00.0% | Unchanged |
| Union Savings Bank | 1,867 | $211.7K | 0.09% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,867 | $211.8K | 0.02% | +1,867 | New |
| Burton Enright Welch | 1,868 | $211.8K | 0.03% | +1,868 | New |
| Biltmore Family Office, LLC | 1,875 | $212.6K | 0.03% | 00.0% | Unchanged |
| Leisure Capital Management | 1,881 | $213.3K | 0.07% | 00.0% | Unchanged |
| FreeGulliver LLC | 1,888 | $214.1K | 0.09% | +1,888 | New |
| CRA Financial Services, LLC | 1,890 | $214.3K | 0.03% | −68−3.5% | Reduced |
| Means Investment Co., Inc. | 1,892 | $214.5K | 0.02% | −46−2.4% | Reduced |
| Souders Financial Advisors | 1,892 | $214.6K | 0.02% | +143+8.2% | Added |
| Consilio Wealth Advisors, LLC | 1,896 | $215.0K | 0.06% | +5+0.3% | Added |
| Vermillion Wealth Management, Inc. | 1,900 | $215.5K | 0.09% | +100+5.6% | Added |
| Delta Investment Management, LLC | 1,903 | $215.8K | 0.04% | +1,903 | New |
| Retirement Planning Group | 1,915 | $217.2K | 0.01% | −407−17.5% | Reduced |
| Texas Yale Capital Corp. | 1,915 | $217.2K | 0.01% | +1,915 | New |
| Green Harvest Asset Management LLC | 1,916 | $217.3K | 0.00% | +26+1.4% | Added |
| Semus Wealth Partners LLC | 1,919 | $217.6K | 0.12% | −124−6.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,919 | $218.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 1,925 | $218.3K | 0.06% | +10+0.5% | Added |