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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 2,702 | $293.7K | 0.16% | −4−0.1% | Reduced |
| Home Federal Bank of Tennessee | 2,597 | $294.5K | 0.07% | 00.0% | Unchanged |
| Henson-Edgewater Management, LLC | 2,600 | $294.9K | 0.19% | +227+9.6% | Added |
| Resolute Wealth Strategies, LLC | 2,605 | $295.4K | 0.13% | +3+0.1% | Added |
| RW Investment Management LLC | 2,607 | $295.7K | 0.03% | +2,607 | New |
| Cora Capital Advisors LLC | 2,609 | $295.9K | 0.10% | +78+3.1% | Added |
| Agf Management Ltd | 2,609 | $295.9K | 0.00% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,614 | $296.0K | 0.11% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,627 | $297.9K | 0.06% | +2,627 | New |
| Acropolis Investment Management, LLC | 2,629 | $298.2K | 0.01% | 00.0% | Unchanged |
| Directional Asset Management | 2,633 | $298.6K | 0.27% | +10+0.4% | Added |
| Horizon Bancorp Inc | 2,636 | $299.0K | 0.14% | +92+3.6% | Added |
| Hibernia Wealth Partners, LLC | 2,637 | $299.1K | 0.09% | +593+29.0% | Added |
| Prentice Wealth Management LLC | 2,639 | $299.3K | 0.07% | −234−8.1% | Reduced |
| Anchor Capital Advisors LLC | 2,640 | $299.4K | 0.01% | −165−5.9% | Reduced |
| Grove Bank & Trust | 2,641 | $299.5K | 0.03% | +30+1.1% | Added |
| Global Assets Advisory, LLC | 2,645 | $300.0K | 0.09% | +248+10.3% | Added |
| Custos Family Office, LLC | 2,647 | $300.2K | 0.21% | +106+4.2% | Added |
| Rossby Financial, LCC | 2,605 | $300.4K | 0.06% | +1,450+125.5% | Added |
| Sepio Capital, LP | 2,651 | $300.6K | 0.02% | +2,651 | New |
| Purpose Unlimited Inc. | 2,653 | $300.9K | 0.01% | +2,653 | New |
| Apriem Advisors | 2,653 | $300.9K | 0.03% | +362+15.8% | Added |
| Caldwell Trust Co | 2,655 | $301.1K | 0.03% | +111+4.4% | Added |
| Core Alternative Capital | 2,655 | $301.1K | 0.09% | +336+14.5% | Added |
| Arcataur Capital Management LLC | 2,665 | $302.2K | 0.08% | 00.0% | Unchanged |
| Vann Equity Management LLC | 2,671 | $302.9K | 0.22% | +2,671 | New |
| Lighthouse Financial LLC | 2,675 | $303.4K | 0.18% | +337+14.4% | Added |
| Secure Asset Management, LLC | 2,682 | $304.1K | 0.05% | −625−18.9% | Reduced |
| William B. Walkup & Associates, Inc. | 4,285 | $304.2K | 0.18% | −680−13.7% | Reduced |
| WealthPlan Investment Management, LLC | 2,689 | $304.9K | 0.02% | −3,305−55.1% | Reduced |
| Wealth Quarterback LLC | 2,692 | $305.3K | 0.12% | −150−5.3% | Reduced |
| Investment Research Partners LLC | 2,692 | $305.3K | 0.12% | −446−14.2% | Reduced |
| Gen-Wealth Partners Inc | 2,695 | $305.6K | 0.10% | −271−9.1% | Reduced |
| Optivise Advisory Services LLC | 2,698 | $306.0K | 0.19% | +733+37.3% | Added |
| Gordian Capital Singapore Pte Ltd | 2,700 | $306.2K | 0.52% | −3,100−53.4% | Reduced |
| Atala Financial Inc | 2,662 | $306.4K | 0.21% | +47+1.8% | Added |
| Money Concepts Capital Corp | 2,721 | $308.5K | 0.02% | +191+7.5% | Added |
| Peregrine Asset Advisers, Inc. | 2,728 | $309.3K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,393 | $310.4K | 0.05% | −59−2.4% | Reduced |
| Cottage Street Advisors LLC | 2,752 | $312.2K | 0.14% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,753 | $312.2K | 0.08% | +2,753 | New |
| Raleigh Capital Management Inc. | 2,758 | $312.8K | 0.11% | +29+1.1% | Added |
| Atlas Legacy Advisors, LLC | 2,756 | $313.0K | 0.06% | +410+17.5% | Added |
| Planning Alternatives Ltd | 2,770 | $314.1K | 0.04% | +663+31.5% | Added |
| McLean Asset Management Corp | 2,773 | $314.4K | 0.06% | +25+0.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,779 | $315.2K | 0.07% | +15+0.5% | Added |
| PeakShares LLC | 2,780 | $315.3K | 0.29% | +180+6.9% | Added |
| EdgeRock Capital LLC | 2,780 | $315.3K | 0.09% | +199+7.7% | Added |
| Westwood Holdings Group Inc. | 2,786 | $316.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,789 | $316.3K | 0.04% | +488+21.2% | Added |
| Norway Savings Bank | 2,797 | $317.2K | 0.15% | −100−3.5% | Reduced |
| Osbon Capital Management LLC | 2,805 | $318.1K | 0.26% | +2,804+280,400.0% | Added |
| RKL Wealth Management LLC | 2,806 | $318.2K | 0.03% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 2,807 | $318.3K | 0.21% | −32−1.1% | Reduced |
| Goldstein Advisors, LLC | 2,813 | $319.0K | 0.04% | +178+6.8% | Added |
| Stokes Family Office, LLC | 2,816 | $319.3K | 0.03% | −1,192−29.7% | Reduced |
| FPC Investment Advisory, Inc. | 2,500 | $319.9K | 0.16% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,860 | $324.4K | 0.11% | −4,226−59.6% | Reduced |
| Frisch Financial Group, Inc. | 2,861 | $324.5K | 0.07% | +95+3.4% | Added |
| Jag Capital Management, LLC | 2,865 | $324.9K | 0.04% | +2+0.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,866 | $325.0K | 0.09% | +15+0.5% | Added |
| Seeds Investor LLC | 2,510 | $325.2K | 0.04% | +401+19.0% | Added |
| Stronghold Wealth Management L.L.C. | 2,871 | $325.6K | 0.49% | +10.0% | Added |
| WealthTrust Axiom LLC | 2,882 | $326.9K | 0.08% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2,883 | $327.0K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,883 | $327.0K | 0.02% | +135+4.9% | Added |
| Mill Creek Capital Advisors, LLC | 2,885 | $327.2K | 0.01% | −82−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 2,887 | $327.4K | 0.01% | −52−1.8% | Reduced |
| Davis R M Inc | 2,892 | $327.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,903 | $329.2K | 0.06% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 2,904 | $329.4K | 0.06% | −46−1.6% | Reduced |
| Silvant Capital Management LLC | 2,906 | $329.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,911 | $330.1K | 0.07% | +1,839+171.5% | Added |
| Nemes Rush Group LLC | 2,913 | $330.3K | 0.03% | −256−8.1% | Reduced |
| True Wealth Design, LLC | 2,915 | $330.6K | 0.09% | +160+5.8% | Added |
| Knightsbridge Asset Management, LLC | 2,919 | $331.0K | 0.04% | +478+19.6% | Added |
| Nations Financial Group Inc, | 2,924 | $331.7K | 0.02% | +263+9.9% | Added |
| TRUE Private Wealth Advisors | 2,929 | $332.2K | 0.03% | −104−3.4% | Reduced |
| Pavion Blue Capital, LLC | 2,935 | $332.9K | 0.14% | +10.0% | Added |
| Towercrest Capital Management | 2,939 | $333.3K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 2,940 | $333.4K | 0.34% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 2,513 | $334.4K | 0.13% | −9−0.4% | Reduced |
| Paulson Wealth Management Inc. | 2,959 | $335.6K | 0.08% | +92+3.2% | Added |
| Clear Wave Wealth Management LLC | 2,962 | $335.9K | 0.09% | +2,962 | New |
| Coyle Financial Counsel LLC | 2,965 | $336.3K | 0.07% | −400−11.9% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 2,965 | $336.3K | 0.20% | −315−9.6% | Reduced |
| Operose Advisors LLC | 2,968 | $336.6K | 0.08% | +1,348+83.2% | Added |
| Northwest Bancshares, Inc. | 2,973 | $337.2K | 0.07% | −155−5.0% | Reduced |
| NBC Securities, Inc. | 2,975 | $337.4K | 0.03% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 2,985 | $338.5K | 0.08% | +803+36.8% | Added |
| Gratus Wealth Advisors, LLC | 2,986 | $338.6K | 0.05% | +2,986 | New |
| Crewe Advisors LLC | 2,988 | $338.9K | 0.03% | −18−0.6% | Reduced |
| Security National Bank | 3,002 | $340.5K | 0.05% | +2+0.1% | Added |
| Green Square Capital Advisors LLC | 3,009 | $341.3K | 0.04% | +23+0.8% | Added |
| XML Financial, LLC | 3,015 | $341.9K | 0.03% | −798−20.9% | Reduced |
| VeraBank, N.A. | 3,020 | $342.5K | 0.06% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,026 | $343.2K | 0.18% | +1,176+63.6% | Added |
| Oakworth Capital, Inc. | 3,027 | $343.3K | 0.02% | +300+11.0% | Added |
| Prelude Capital Management, LLC | 3,033 | $344.0K | 0.03% | −2,535−45.5% | Reduced |
| Western Pacific Wealth Management, LP | 3,034 | $344.1K | 0.35% | 00.0% | Unchanged |