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 |
|---|---|---|---|---|---|
| Saranac Partners Ltd | 3,345 | $344.2K | 0.15% | +3,345 | New |
| Yoder Wealth Management, Inc. | 3,052 | $346.1K | 0.16% | +25+0.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,052 | $346.2K | 0.05% | +17+0.6% | Added |
| Golden Reserve Retirement LLC | 3,062 | $347.3K | 0.07% | +3,062 | New |
| GenTrust, LLC | 3,066 | $347.7K | 0.01% | +209+7.3% | Added |
| Navis Wealth Advisors, LLC | 3,068 | $347.9K | 0.18% | −800−20.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,078 | $349.1K | 0.11% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,080 | $349.3K | 0.00% | +854+38.4% | Added |
| MinichMacGregor Wealth Management, LLC | 3,090 | $350.4K | 0.06% | +9+0.3% | Added |
| Berman McAleer LLC | 3,095 | $351.0K | 0.05% | +214+7.4% | Added |
| Hamilton Capital, LLC | 3,100 | $351.5K | 0.02% | +60+2.0% | Added |
| Alpha Family Trust | 3,100 | $351.6K | 0.17% | 00.0% | Unchanged |
| Midwest Trust Co | 3,100 | $351.6K | 0.00% | +3+0.1% | Added |
| Paragon Private Wealth Management, LLC | 3,117 | $353.5K | 0.11% | +246+8.6% | Added |
| VectorGlobal IAG, Inc. | 3,117 | $353.5K | 0.09% | +3,117 | New |
| TBH Global Asset Management, LLC | 3,118 | $353.6K | 0.07% | −569−15.4% | Reduced |
| All Terrain Financial Advisors, LLC | 3,128 | $354.7K | 0.11% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 3,128 | $354.7K | 0.26% | +283+9.9% | Added |
| Keudell/Morrison Wealth Management | 3,139 | $356.0K | 0.07% | −937−23.0% | Reduced |
| Fragasso Group Inc. | 3,037 | $356.4K | 0.02% | +951+45.6% | Added |
| Connecticut Wealth Management, LLC | 3,159 | $358.2K | 0.02% | +280+9.7% | Added |
| Stonebrook Private Inc. | 3,168 | $359.3K | 0.08% | +314+11.0% | Added |
| Concentrum Wealth Management | 3,172 | $359.7K | 0.11% | +622+24.4% | Added |
| Berger Financial Group, Inc | 3,180 | $360.6K | 0.02% | +695+28.0% | Added |
| Intelligence Driven Advisers, LLC | 3,213 | $364.4K | 0.06% | −2,340−42.1% | Reduced |
| F/M Investments LLC | 3,216 | $364.7K | 0.02% | −56,745−94.6% | Reduced |
| Corecam Pte. Ltd. | 3,220 | $365.2K | 0.16% | −171−5.0% | Reduced |
| Guyasuta Investment Advisors Inc | 3,223 | $365.5K | 0.02% | +4+0.1% | Added |
| Traphagen Investment Advisors LLC | 3,227 | $365.9K | 0.03% | +47+1.5% | Added |
| New Covenant Trust Company, N.A. | 3,231 | $366.4K | 0.33% | +485+17.7% | Added |
| Sax Wealth Advisors, LLC | 3,149 | $367.5K | 0.02% | −119−3.6% | Reduced |
| Ancora Advisors, LLC | 3,255 | $369.2K | 0.01% | +744+29.6% | Added |
| Pacific Center for Financial Services | 3,256 | $369.3K | 0.09% | −439−11.9% | Reduced |
| IFC Advisors LLC | 3,257 | $369.4K | 0.05% | −62−1.9% | Reduced |
| Falcon Wealth Planning | 3,258 | $369.6K | 0.03% | +58+1.8% | Added |
| Vanguard Capital Wealth Advisors | 3,260 | $369.7K | 0.34% | −3,121−48.9% | Reduced |
| Madison Wealth Partners, Inc | 3,267 | $370.5K | 0.06% | +27+0.8% | Added |
| MV Capital Management, Inc. | 3,271 | $371.0K | 0.04% | +548+20.1% | Added |
| Select Asset Management & Trust | 3,274 | $371.0K | 0.12% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,265 | $371.4K | 0.02% | +3,265 | New |
| TCTC Holdings, LLC | 3,287 | $372.8K | 0.01% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $373.6K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,295 | $373.7K | 0.02% | +106+3.3% | Added |
| Cambient Family Office, LLC | 3,302 | $374.5K | 0.05% | +685+26.2% | Added |
| Corundum Trust Company, INC | 3,315 | $376.0K | 0.86% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,323 | $376.9K | 0.05% | +66+2.0% | Added |
| Yoffe Investment Management, LLC | 3,334 | $378.1K | 0.48% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,341 | $378.9K | 0.24% | +46+1.4% | Added |
| Pictet & Cie (Europe) SA | 3,341 | $378.9K | 0.01% | +330+11.0% | Added |
| Northwest Wealth Management, LLC | 3,358 | $380.8K | 0.06% | +195+6.2% | Added |
| Avantax Planning Partners, Inc. | 3,360 | $381.0K | 0.01% | +22+0.7% | Added |
| Washington Trust Co | 3,363 | $381.4K | 0.01% | +465+16.0% | Added |
| PFG Advisors | 3,365 | $381.6K | 0.02% | +1,361+67.9% | Added |
| Alliance Wealth Advisors, LLC | 3,374 | $382.6K | 0.18% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 3,376 | $382.9K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,383 | $383.7K | 0.07% | −8,848−72.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,588 | $385.3K | 0.04% | +54+1.5% | Added |
| Orca Investment Management, LLC | 3,415 | $387.3K | 0.33% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,428 | $388.8K | 0.00% | −3,445−50.1% | Reduced |
| Ewa, LLC | 3,435 | $389.6K | 0.09% | +670+24.2% | Added |
| Plancorp, LLC | 3,149 | $391.7K | 0.01% | +30+1.0% | Added |
| Juncture Wealth Strategies, LLC | 3,474 | $394.0K | 0.13% | −150−4.1% | Reduced |
| Lifestyle Asset Management, Inc. | 3,475 | $394.1K | 0.13% | +211+6.5% | Added |
| Decision Investments, Inc | 3,477 | $394.3K | 0.45% | −458−11.6% | Reduced |
| Van Diest Capital, LLC | 3,486 | $395.3K | 0.31% | +3,486 | New |
| Tred Avon Family Wealth, LLC | 3,492 | $396.0K | 0.13% | −92−2.6% | Reduced |
| Sava Infond d.o.o. | 3,500 | $396.9K | 0.06% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,502 | $397.2K | 0.13% | −164−4.5% | Reduced |
| Neville Rodie & Shaw Inc | 3,517 | $399.0K | 0.03% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 3,525 | $399.8K | 0.32% | +456+14.9% | Added |
| GAM Holding AG | 3,539 | $401.4K | 0.04% | −16,907−82.7% | Reduced |
| Garrison Point Advisors, LLC | 3,540 | $401.5K | 0.18% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 3,547 | $402.3K | 0.03% | +3,547 | New |
| Florida Financial Advisors, LLC | 3,548 | $402.4K | 0.10% | +250+7.6% | Added |
| Principal Street Partners, LLC | 3,551 | $402.7K | 0.07% | −489−12.1% | Reduced |
| SLT Holdings LLC | 3,552 | $402.8K | 0.28% | +245+7.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,564 | $404.2K | 0.09% | +25+0.7% | Added |
| QTR Family Wealth, LLC | 3,157 | $409.1K | 0.17% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,630 | $411.6K | 0.02% | +172+5.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,633 | $412.0K | 0.34% | −5−0.1% | Reduced |
| Shoker Investment Counsel, Inc. | 3,640 | $412.9K | 0.12% | +16+0.4% | Added |
| Foster & Motley Inc | 3,641 | $413.0K | 0.02% | −12−0.3% | Reduced |
| Aspen Wealth Strategies, LLC | 3,655 | $414.5K | 0.22% | −219−5.7% | Reduced |
| Bauman Advisory Group, LLC | 3,660 | $415.1K | 0.29% | +3,660 | New |
| Sovereign Financial Group, Inc. | 3,667 | $415.9K | 0.07% | +285+8.4% | Added |
| BIP Wealth, LLC | 3,669 | $416.1K | 0.02% | −837−18.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,670 | $416.2K | 0.03% | +24+0.7% | Added |
| Triad Wealth Partners, LLC | 3,672 | $416.5K | 0.03% | +568+18.3% | Added |
| Legacy Solutions, LLC | 3,673 | $416.5K | 0.39% | −396−9.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 3,684 | $417.8K | 0.07% | +3,684 | New |
| Stablepoint Partners, LLC | 3,700 | $419.6K | 0.06% | −500−11.9% | Reduced |
| ELCO Management Co., LLC | 3,700 | $419.6K | 0.20% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,702 | $419.8K | 0.07% | −1,019−21.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,712 | $421.0K | 0.05% | +6+0.2% | Added |
| Allied Investment Advisors, LLC | 3,714 | $421.2K | 0.06% | +8+0.2% | Added |
| Whitener Capital Management, Inc. | 3,719 | $421.8K | 0.10% | +9+0.2% | Added |
| EPG Wealth Management LLC | 3,727 | $422.7K | 0.11% | +267+7.7% | Added |
| Evolution Wealth Advisors, LLC | 3,734 | $423.5K | 0.04% | +651+21.1% | Added |
| Pasadena Private Wealth, LLC | 3,736 | $423.7K | 0.06% | +94+2.6% | Added |
| Winthrop Advisory Group LLC | 3,747 | $424.9K | 0.03% | +4+0.1% | Added |