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 |
|---|---|---|---|---|---|
| Leigh Baldwin & Co., LLC | 3,753 | $425.6K | 0.28% | +3+0.1% | Added |
| Range Advisory, LLC | 3,757 | $426.1K | 0.08% | +822+28.0% | Added |
| Tarbox Family Office, Inc. | 3,758 | $426.3K | 0.07% | −575−13.3% | Reduced |
| First Nebraska Trust Co | 3,770 | $427.6K | 0.04% | +281+8.1% | Added |
| Cary Street Partner Investment Advisory LLC | 3,770 | $427.6K | 0.11% | +314+9.1% | Added |
| Sunpointe, LLC | 3,779 | $428.5K | 0.14% | +42+1.1% | Added |
| Fairscale Capital, LLC | 3,808 | $431.9K | 0.30% | 00.0% | Unchanged |
| Albert D Mason Inc | 3,824 | $433.7K | 0.28% | −65−1.7% | Reduced |
| Sagace Wealth Management LLC | 3,825 | $433.8K | 0.29% | 00.0% | Unchanged |
| Davidson Trust Co | 3,826 | $433.9K | 0.19% | −32−0.8% | Reduced |
| Applied Capital LLC | 3,849 | $436.5K | 0.32% | −245−6.0% | Reduced |
| Fortitude Family Office, LLC | 3,849 | $436.5K | 0.10% | +42+1.1% | Added |
| MJP Associates Inc | 3,859 | $437.6K | 0.05% | −57−1.5% | Reduced |
| waypoint wealth counsel | 3,871 | $439.0K | 0.23% | −782−16.8% | Reduced |
| KFA Private Wealth Group, LLC | 3,874 | $439.5K | 0.11% | +12+0.3% | Added |
| Becker Capital Management Inc | 3,876 | $439.6K | 0.01% | −627−13.9% | Reduced |
| Granite Islands Private Wealth, LLC | 3,897 | $441.0K | 0.41% | +483+14.1% | Added |
| Cynosure Management, LLC | 3,889 | $441.1K | 0.06% | +3,889 | New |
| Platform Technology Partners | 3,891 | $441.2K | 0.09% | +1,919+97.3% | Added |
| RDA Financial Network | 3,895 | $441.7K | 0.11% | −80−2.0% | Reduced |
| Sendero Wealth Management, LLC | 3,900 | $442.3K | 0.05% | −121−3.0% | Reduced |
| Tamar Securities, LLC | 3,900 | $442.3K | 0.05% | −669−14.6% | Reduced |
| Smith Thornton Advisors LLC | 3,905 | $442.8K | 0.22% | −23−0.6% | Reduced |
| Wayfinding Financial, LLC | 3,910 | $443.0K | 0.19% | +41+1.1% | Added |
| Asset Allocation Strategies LLC | 3,908 | $443.2K | 0.08% | +125+3.3% | Added |
| Second Line Capital, LLC | 3,464 | $443.3K | 0.08% | +38+1.1% | Added |
| Spartan Planning & Wealth Management | 3,911 | $443.6K | 0.33% | +54+1.4% | Added |
| Sagewood Asset Management LP | 3,916 | $444.1K | 0.14% | +938+31.5% | Added |
| Stratos Wealth Advisors, LLC | 3,924 | $445.0K | 0.03% | +135+3.6% | Added |
| Clearwave Capital, LLC | 3,934 | $446.2K | 0.31% | +3,934 | New |
| Beaumont Financial Advisors, LLC | 3,938 | $446.7K | 0.03% | −4−0.1% | Reduced |
| Tortuga Wealth Management, Inc | 3,948 | $447.7K | 0.42% | +2,055+108.6% | Added |
| Forum Finance Group S.A. | 4,800 | $448.0K | 0.24% | +4,800 | New |
| Blalock Williams, LLC | 3,951 | $448.1K | 0.35% | +143+3.8% | Added |
| Carter Financial Group, INC. | 3,959 | $449.0K | 0.28% | +95+2.5% | Added |
| Beaton Management Co. Inc. | 3,966 | $450.0K | 0.20% | +100+2.6% | Added |
| Wellspring Financial Advisors, LLC | 3,982 | $451.6K | 0.03% | +958+31.7% | Added |
| HighPoint Advisor Group LLC | 3,983 | $451.8K | 0.02% | −25,230−86.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,008 | $454.5K | 0.02% | +4,008 | New |
| Tyche Wealth Partners LLC | 4,011 | $454.9K | 0.07% | −4,836−54.7% | Reduced |
| Elevated Capital Advisors, LLC | 4,015 | $455.3K | 0.11% | +3,948+5,892.5% | Added |
| Pine Valley Investments Ltd Liability Co | 4,019 | $455.7K | 0.02% | +642+19.0% | Added |
| Lansing Street Advisors | 4,040 | $458.1K | 0.12% | +211+5.5% | Added |
| PSI Advisors, LLC | 4,052 | $459.5K | 0.11% | +600+17.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,062 | $460.7K | 0.07% | +2,966+270.6% | Added |
| Financial Advisory Service, Inc. | 4,069 | $461.4K | 0.03% | +96+2.4% | Added |
| Bahl & Gaynor Inc | 4,087 | $463.5K | 0.00% | +322+8.6% | Added |
| Twinbeech Capital LP | 4,088 | $463.6K | 0.05% | +847+26.1% | Added |
| Drive Wealth Management, LLC | 4,092 | $464.1K | 0.10% | +87+2.2% | Added |
| Teza Capital Management LLC | 4,099 | $464.9K | 1.70% | +270+7.1% | Added |
| Pingora Partners LLC | 4,100 | $465.0K | 0.28% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,103 | $465.3K | 0.10% | +4,103 | New |
| Steinberg Asset Management LLC | 4,110 | $466.1K | 0.30% | −10.0% | Reduced |
| Westover Capital Advisors, LLC | 4,112 | $466.3K | 0.09% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 4,116 | $466.8K | 0.11% | −62−1.5% | Reduced |
| Key Financial Inc | 4,120 | $467.2K | 0.08% | +148+3.7% | Added |
| Greenfield Savings Bank | 4,134 | $468.8K | 0.20% | −74−1.8% | Reduced |
| Calton & Associates, Inc. | 4,146 | $470.2K | 0.07% | +4,146 | New |
| X-Square Capital, LLC | 4,159 | $472.0K | 0.16% | −152−3.5% | Reduced |
| Bluesphere Advisors, LLC | 4,162 | $472.0K | 0.17% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4,188 | $475.0K | 0.06% | +1,782+74.1% | Added |
| Ellevest, Inc. | 4,188 | $475.0K | 0.07% | +2,263+117.6% | Added |
| Addison Capital Co | 4,192 | $475.4K | 0.08% | −211−4.8% | Reduced |
| Baron Wealth Management LLC | 4,205 | $476.9K | 0.14% | −8−0.2% | Reduced |
| Roble, Belko & Company, Inc | 4,204 | $477.0K | 0.06% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,213 | $477.8K | 0.01% | +10+0.2% | Added |
| Lantz Financial LLC | 4,221 | $478.7K | 0.10% | +66+1.6% | Added |
| Regent Peak Wealth Advisors LLC | 4,221 | $478.7K | 0.10% | +331+8.5% | Added |
| Waldron Private Wealth LLC | 4,237 | $480.5K | 0.02% | +105+2.5% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $480.6K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,247 | $481.6K | 0.02% | −2,840−40.1% | Reduced |
| Farringdon Capital, Ltd. | 4,247 | $481.7K | 0.11% | +2,485+141.0% | Added |
| FSM Wealth Advisors, LLC | 4,248 | $481.8K | 0.06% | +673+18.8% | Added |
| Capula Management Ltd | 4,257 | $482.8K | 0.00% | −8,644−67.0% | Reduced |
| Everhart Financial Group, Inc. | 4,273 | $484.6K | 0.04% | +396+10.2% | Added |
| O'Rourke & Company, Inc | 4,284 | $484.9K | 0.19% | −97−2.2% | Reduced |
| Seven Mile Advisory | 4,284 | $485.8K | 0.35% | −931−17.9% | Reduced |
| Archer Investment Corp | 4,299 | $487.5K | 0.10% | −309−6.7% | Reduced |
| Tritonpoint Wealth, LLC | 4,302 | $487.9K | 0.05% | +217+5.3% | Added |
| Invenio Wealth Partners LLC | 4,304 | $488.1K | 0.19% | −531−11.0% | Reduced |
| Wellington Shields Capital Management, LLC | 4,319 | $489.8K | 0.07% | −320−6.9% | Reduced |
| Kentucky Trust Co | 4,319 | $489.8K | 0.26% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,350 | $493.3K | 0.05% | −165−3.7% | Reduced |
| Southern Financial Group, LLC | 4,351 | $493.5K | 0.14% | +14+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,355 | $493.9K | 0.12% | +49+1.1% | Added |
| Sandro Wealth Management LLC | 4,363 | $494.8K | 0.40% | +802+22.5% | Added |
| Bay Capital Advisors, LLC | 4,375 | $496.2K | 0.31% | −183−4.0% | Reduced |
| CoreCap Advisors, LLC | 4,375 | $496.3K | 0.02% | −1,489−25.4% | Reduced |
| Evercore Wealth Management, LLC | 4,376 | $496.3K | 0.01% | −50−1.1% | Reduced |
| McAdam, LLC | 4,381 | $496.9K | 0.02% | +340+8.4% | Added |
| Sage Investment Advisers LLC | 4,318 | $497.8K | 0.37% | −902−17.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,405 | $499.6K | 0.14% | +66+1.5% | Added |
| Investors Research Corp | 4,425 | $501.8K | 0.10% | −1,917−30.2% | Reduced |
| Tepp RIA, LLC | 4,428 | $502.2K | 0.39% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 4,439 | $503.4K | 0.14% | +151+3.5% | Added |
| JFS Wealth Advisors, LLC | 4,439 | $503.5K | 0.03% | −29−0.6% | Reduced |
| DGS Capital Management, LLC | 4,440 | $503.5K | 0.08% | +1,694+61.7% | Added |
| SGL Investment Advisors, Inc. | 4,008 | $504.4K | 0.19% | +244+6.5% | Added |
| Ariadne Wealth Management, LP | 4,481 | $508.2K | 0.23% | −523−10.5% | Reduced |
| Seamount Financial Group Inc | 4,483 | $508.4K | 0.23% | 00.0% | Unchanged |