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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 2,217 | $251.4K | 0.08% | +568+34.4% | Added |
| TT Capital Management LLC | 2,225 | $252.4K | 0.21% | −1,546−41.0% | Reduced |
| Scott Capital Advisors, LLC | 2,032 | $252.7K | 0.05% | −10−0.5% | Reduced |
| Wealth Architects, LLC | 2,233 | $253.2K | 0.02% | +10.0% | Added |
| Vista Private Wealth Partners. LLC | 2,021 | $253.8K | 0.09% | +2,021 | New |
| StoneX Group Inc. | 2,248 | $254.3K | 0.01% | −1,062−32.1% | Reduced |
| TIAA Wealth Investment Management LLC | 2,248 | $254.7K | 0.00% | +2,248 | New |
| American Trust | 2,251 | $255.3K | 0.02% | −100−4.3% | Reduced |
| TL Private Wealth | 2,052 | $255.3K | 0.10% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,258 | $256.1K | 0.03% | +2,258 | New |
| 180 Wealth Advisors, LLC | 2,262 | $256.6K | 0.03% | −88−3.7% | Reduced |
| Strategic Planning, Inc. | 2,265 | $256.8K | 0.13% | +14+0.6% | Added |
| Arwa LLC | 2,059 | $257.2K | 0.13% | −113−5.2% | Reduced |
| Heritage Family Offices, LLP | 2,269 | $257.3K | 0.11% | +2,269 | New |
| Bill Few Associates, Inc. | 2,281 | $258.7K | 0.06% | −21−0.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,205 | $258.8K | 0.03% | +250+12.8% | Added |
| Prosperity Bancshares Inc | 2,285 | $259.1K | 0.21% | −153−6.3% | Reduced |
| FCG Investment Co | 2,286 | $259.3K | 0.11% | +2,286 | New |
| FMB Wealth Management | 2,287 | $259.4K | 0.11% | −331−12.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,288 | $259.4K | 0.15% | +2,288 | New |
| Traveka Wealth, LLC | 2,289 | $259.6K | 0.10% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,291 | $259.8K | 0.12% | 00.0% | Unchanged |
| LMR Partners LLP | 2,292 | $259.9K | 0.00% | +2,292 | New |
| Beacon Investment Advisors LLC | 2,295 | $260.3K | 0.10% | +10.0% | Added |
| Empire Financial Management Company, LLC | 2,295 | $260.3K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,296 | $260.4K | 0.03% | −60−2.5% | Reduced |
| Brookwood Investment Group LLC | 2,301 | $261.0K | 0.03% | −868−27.4% | Reduced |
| Providence Wealth Advisors, LLC | 2,275 | $261.1K | 0.17% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 2,302 | $261.1K | 0.10% | −192−7.7% | Reduced |
| Keystone Financial Services | 2,311 | $262.1K | 0.08% | −109−4.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,314 | $262.4K | 0.02% | −59−2.5% | Reduced |
| EJMK Ventures LLC | 2,320 | $263.1K | 0.15% | +2,320 | New |
| Eurizon SLJ Capital Ltd | 2,321 | $263.2K | 0.13% | +2,321 | New |
| Virtue Capital Management, LLC | 2,463 | $264.2K | 0.04% | +336+15.8% | Added |
| Marietta Investment Partners LLC | 2,330 | $264.2K | 0.05% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,332 | $264.5K | 0.10% | −365−13.5% | Reduced |
| Tripletail Wealth Management, LLC | 2,300 | $265.1K | 0.36% | +50+2.2% | Added |
| Ninepoint Partners LP | 2,344 | $265.8K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 2,345 | $266.0K | 0.03% | +70+3.1% | Added |
| Summitry LLC | 2,347 | $266.2K | 0.01% | −35−1.5% | Reduced |
| COFG Advisors, LLC | 2,355 | $267.1K | 0.07% | +148+6.7% | Added |
| Kestra Investment Management, LLC | 2,357 | $267.3K | 0.00% | −4,070−63.3% | Reduced |
| Wallace Advisory Group, LLC | 2,365 | $268.2K | 0.29% | −130−5.2% | Reduced |
| Allium Financial Advisors, LLC | 2,369 | $268.7K | 0.22% | +306+14.8% | Added |
| Segment Wealth Management, LLC | 2,371 | $268.9K | 0.02% | +182+8.3% | Added |
| BlackDiamond Wealth Management Inc. | 2,372 | $269.0K | 0.13% | −17−0.7% | Reduced |
| Emerald Advisors, LLC | 2,374 | $269.2K | 0.03% | +2,374 | New |
| Investmark Advisory Group LLC | 2,388 | $270.9K | 0.12% | +12+0.5% | Added |
| Five Oceans Advisors | 2,390 | $271.1K | 0.10% | +9+0.4% | Added |
| Wellington-Altus USA Inc. | 1,941 | $271.7K | 0.16% | +460+31.1% | Added |
| D.B. Root & Company, LLC | 2,396 | $271.7K | 0.06% | −795−24.9% | Reduced |
| IVC Wealth Advisors LLC | 2,397 | $271.8K | 0.12% | +24+1.0% | Added |
| HM Payson & Co | 2,400 | $272.2K | 0.00% | −70−2.8% | Reduced |
| Plimoth Trust Co LLC | 2,410 | $273.3K | 0.06% | +150+6.6% | Added |
| Octavia Wealth Advisors, LLC | 2,412 | $273.5K | 0.03% | −177−6.8% | Reduced |
| Key Capital Management, INC | 2,417 | $274.1K | 0.18% | +318+15.2% | Added |
| New World Advisors LLC | 2,420 | $274.5K | 0.05% | −344−12.4% | Reduced |
| Farmers National Bank | 2,420 | $274.5K | 0.06% | +56+2.4% | Added |
| Volterra Technologies LP | 2,422 | $274.7K | 0.20% | +2,422 | New |
| Quarry LP | 2,428 | $275.4K | 0.06% | −963−28.4% | Reduced |
| Advisortrust Partners, LLC | 2,429 | $275.5K | 0.11% | +165+7.3% | Added |
| Jacobsen Capital Management | 2,431 | $275.7K | 0.09% | +105+4.5% | Added |
| Partners Capital Investment Group, LLP | 2,432 | $275.8K | 0.01% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,204 | $277.5K | 0.03% | +2,204 | New |
| Walker Asset Management, LLC | 2,449 | $277.8K | 0.15% | +109+4.7% | Added |
| Kerr Financial Planning Corp | 2,162 | $278.2K | 0.34% | +239+12.4% | Added |
| Principle Wealth Partners LLC | 2,457 | $278.6K | 0.02% | +54+2.2% | Added |
| Bedel Financial Consulting, Inc. | 2,457 | $278.7K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,476 | $280.8K | 0.09% | +119+5.0% | Added |
| Tradition Wealth Management, LLC | 2,479 | $281.1K | 0.02% | −318−11.4% | Reduced |
| Goelzer Investment Management, Inc. | 2,481 | $281.4K | 0.01% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,486 | $282.0K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,489 | $282.2K | 0.09% | +497+24.9% | Added |
| Vivaldi Capital Management, LLC | 2,495 | $283.0K | 0.04% | −164−6.2% | Reduced |
| Bayview Asset Management, LLC | 2,500 | $283.5K | 0.24% | −11,000−81.5% | Reduced |
| Register Financial Advisors LLC | 2,500 | $283.5K | 0.10% | 00.0% | Unchanged |
| William John Sempolinski | 2,500 | $283.5K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,503 | $283.9K | 0.01% | −20−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,506 | $284.2K | 0.01% | +2,506 | New |
| Kapstone Financial Advisors LLC | 2,508 | $284.4K | 0.14% | +3+0.1% | Added |
| West Michigan Advisors, LLC | 2,509 | $284.5K | 0.06% | +37+1.5% | Added |
| Central Valley Advisors, LLC | 2,525 | $286.4K | 0.08% | +458+22.2% | Added |
| Sandy Cove Advisors, LLC | 2,525 | $286.4K | 0.09% | +44+1.8% | Added |
| LeConte Wealth Management, LLC | 2,533 | $287.3K | 0.19% | +31+1.2% | Added |
| Revolve Wealth Partners, LLC | 2,535 | $287.5K | 0.04% | +53+2.1% | Added |
| Philip James Wealth Mangement, LLC | 2,541 | $288.1K | 0.03% | −388−13.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,547 | $288.9K | 0.05% | −223−8.1% | Reduced |
| Weaver Consulting Group | 2,549 | $289.1K | 0.07% | −8−0.3% | Reduced |
| Valley Brook Capital Group | 2,550 | $289.2K | 0.19% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,556 | $289.9K | 0.15% | −172−6.3% | Reduced |
| Meridian Wealth Advisors, LLC | 2,558 | $290.1K | 0.04% | +36+1.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,558 | $290.1K | 0.08% | −2,024−44.2% | Reduced |
| Curated Wealth Partners LLC | 2,564 | $290.8K | 0.04% | −1,860−42.0% | Reduced |
| Texas Bank & Trust Co | 2,573 | $291.8K | 0.11% | −1,180−31.4% | Reduced |
| Ar Asset Management Inc | 2,576 | $292.0K | 0.06% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,578 | $292.4K | 0.06% | +35+1.4% | Added |
| Trust Co of Virginia | 2,582 | $292.8K | 0.02% | +80+3.2% | Added |
| Searle & Co. | 2,582 | $292.9K | 0.07% | 00.0% | Unchanged |
| Whelan Financial | 2,583 | $293.0K | 0.09% | −333−11.4% | Reduced |
| Olistico Wealth, LLC | 2,585 | $293.2K | 0.14% | −157−5.7% | Reduced |