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
- 2,474
- +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
- 979 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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 21,894 | $2.48M | 0.07% | +4,767+27.8% | Added |
| Game Creek Capital, LP | 21,850 | $2.48M | 0.95% | −3,075−12.3% | Reduced |
| Gsa Capital Partners LLP | 21,780 | $2.47M | 0.15% | +18,847+642.6% | Added |
| Mesirow Financial Investment Management, Inc. | 21,603 | $2.45M | 0.04% | −99−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 21,479 | $2.44M | 0.07% | −225−1.0% | Reduced |
| American State Bank (Iowa) | 21,471 | $2.44M | 1.17% | +202+0.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 21,373 | $2.42M | 0.14% | −10.0% | Reduced |
| White Pine Capital LLC | 21,337 | $2.42M | 0.66% | +129+0.6% | Added |
| Opal Capital LLC | 21,300 | $2.42M | 0.43% | −68,754−76.3% | Reduced |
| Cornerstone Wealth Management, LLC | 21,294 | $2.41M | 0.12% | +10,901+104.9% | Added |
| Spirit of America Management Corp | 21,250 | $2.41M | 0.48% | +300+1.4% | Added |
| Kingsman Wealth Management, Inc. | 21,215 | $2.41M | 1.35% | −5,531−20.7% | Reduced |
| Signaturefd, LLC | 21,197 | $2.40M | 0.04% | −341−1.6% | Reduced |
| Mutual Advisors, LLC | 21,168 | $2.40M | 0.05% | +3,097+17.1% | Added |
| Fortress Private Ledger, LLC | 21,075 | $2.39M | 0.75% | −560−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,005 | $2.38M | 0.04% | −3,423−14.0% | Reduced |
| PVG Asset Management Corp | 16,821 | $2.38M | 1.41% | +12,835+322.0% | Added |
| Spirepoint Private Client, LLC | 20,847 | $2.36M | 0.22% | −924−4.2% | Reduced |
| Integrated Quantitative Investments LLC | 20,791 | $2.36M | 0.43% | +17,591+549.7% | Added |
| Alpine Woods Capital Investors, LLC | 20,771 | $2.36M | 0.57% | +533+2.6% | Added |
| Regions Financial Corp | 20,690 | $2.35M | 0.02% | +4,466+27.5% | Added |
| Diversify Advisory Services, LLC | 18,215 | $2.32M | 0.35% | −10,431−36.4% | Reduced |
| Freestone Capital Holdings, LLC | 20,370 | $2.31M | 0.07% | −825−3.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,335 | $2.31M | 0.13% | +20,335 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 20,320 | $2.30M | 0.16% | +273+1.4% | Added |
| Two Sigma Securities, LLC | 20,309 | $2.30M | 0.27% | +18,430+980.8% | Added |
| Accurate Wealth Management, LLC | 18,436 | $2.29M | 0.28% | +1,175+6.8% | Added |
| Greenleaf Trust | 20,220 | $2.29M | 0.02% | +837+4.3% | Added |
| DMKC Advisory Services, LLC | 20,138 | $2.28M | 0.95% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 20,112 | $2.28M | 0.30% | +2,497+14.2% | Added |
| Legacy Capital Group California, Inc. | 20,092 | $2.28M | 0.87% | −5,267−20.8% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $2.26M | 0.12% | 00.0% | Unchanged |
| Caxton Associates LLP | 19,748 | $2.24M | 0.05% | +2,635+15.4% | Added |
| Banque Transatlantique SA | 19,613 | $2.22M | 0.05% | +18,961+2,908.1% | Added |
| Benedict Financial Advisors Inc | 19,609 | $2.22M | 0.46% | −207−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 19,600 | $2.22M | 0.52% | 00.0% | Unchanged |
| Frec Markets, Inc. | 19,532 | $2.22M | 0.38% | +9,996+104.8% | Added |
| Bank of Hawaii | 19,527 | $2.21M | 0.12% | −185−0.9% | Reduced |
| Central Trust Co | 19,504 | $2.21M | 0.04% | +1,495+8.3% | Added |
| Hayek Kallen Investment Management | 19,432 | $2.20M | 0.72% | +19,432 | New |
| Jennison Associates LLC | 19,352 | $2.19M | 0.00% | −545,243−96.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 19,319 | $2.19M | 0.47% | +113+0.6% | Added |
| First National Trust Co | 19,239 | $2.18M | 0.07% | +60+0.3% | Added |
| Matrix Trust Co | 19,182 | $2.17M | 0.36% | +362+1.9% | Added |
| Larson Financial Group LLC | 19,074 | $2.16M | 0.07% | +5,396+39.5% | Added |
| Legacy Financial Advisors, Inc. | 19,065 | $2.16M | 0.30% | +138+0.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 19,007 | $2.16M | 0.01% | +19,007 | New |
| Whittier Trust Co of Nevada Inc | 18,367 | $2.16M | 0.04% | +3,520+23.7% | Added |
| Harbour Investments, Inc. | 19,004 | $2.16M | 0.03% | +11,656+158.6% | Added |
| Klingman & Associates, LLC | 18,984 | $2.15M | 0.10% | +272+1.5% | Added |
| Bluebird Wealth Management LLC | 18,902 | $2.14M | 2.19% | −3,876−17.0% | Reduced |
| Secured Retirement Advisors, LLC | 18,821 | $2.13M | 1.21% | +2,567+15.8% | Added |
| Ronald Blue Trust, Inc. | 18,793 | $2.13M | 0.02% | +9,832+109.7% | Added |
| Pflug Koory, LLC | 18,714 | $2.12M | 0.97% | 00.0% | Unchanged |
| Spire Wealth Management | 18,652 | $2.12M | 0.07% | +416+2.3% | Added |
| Matthew Goff Investment Advisor, LLC | 18,640 | $2.11M | 0.36% | −522−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 18,599 | $2.11M | 0.09% | +50.0% | Added |
| Paradigm Financial Partners, LLC | 18,559 | $2.10M | 0.38% | −600−3.1% | Reduced |
| Choate Investment Advisors | 18,487 | $2.10M | 0.04% | +9,296+101.1% | Added |
| Reflection Asset Management | 16,955 | $2.09M | 1.28% | +14,557+607.0% | Added |
| Bridgefront Capital, LLC | 18,447 | $2.09M | 0.52% | +18,447 | New |
| Itau Unibanco Holding S.A. | 18,411 | $2.09M | 0.05% | +18,338+25,120.5% | Added |
| Fusion Capital, LLC | 18,372 | $2.08M | 0.56% | +141+0.8% | Added |
| Belpointe Asset Management LLC | 18,367 | $2.08M | 0.08% | −63−0.3% | Reduced |
| Crestwood Advisors Group LLC | 18,258 | $2.07M | 0.03% | +4,972+37.4% | Added |
| Kingsview Wealth Management, LLC | 18,068 | $2.05M | 0.03% | −821−4.3% | Reduced |
| M Holdings Securities, Inc. | 16,452 | $2.05M | 0.14% | −882−5.1% | Reduced |
| Round Rock Advisors, LLC | 17,988 | $2.04M | 0.31% | +878+5.1% | Added |
| Leavell Investment Management, Inc. | 17,866 | $2.03M | 0.08% | −3,000−14.4% | Reduced |
| Haverford Trust Co | 17,781 | $2.02M | 0.02% | +4,578+34.7% | Added |
| Prosperity Consulting Group, LLC | 17,721 | $2.01M | 0.09% | −162−0.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $2.01M | 1.17% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,717 | $2.01M | 0.11% | +181+1.0% | Added |
| OpenArc Corporate Advisory, LLC | 17,693 | $2.01M | 0.03% | +3,197+22.1% | Added |
| Laurion Capital Management LP | 17,657 | $2.00M | 0.19% | −33,843−65.7% | Reduced |
| Consilium Wealth Advisory, LLC | 17,602 | $2.00M | 0.68% | +2,529+16.8% | Added |
| LRI Investments, LLC | 17,576 | $1.99M | 0.18% | +701+4.2% | Added |
| Athena Wealth Management, LLC | 17,520 | $1.99M | 1.63% | +6,097+53.4% | Added |
| RFG Advisory, LLC | 17,339 | $1.97M | 0.04% | −2,264−11.5% | Reduced |
| Wealthcare Advisory Partners LLC | 17,332 | $1.97M | 0.04% | −1,399−7.5% | Reduced |
| Buckley Wealth Management, LLC | 17,314 | $1.96M | 0.50% | −1,115−6.1% | Reduced |
| Ballentine Partners, LLC | 17,272 | $1.96M | 0.03% | −1,389−7.4% | Reduced |
| Breakwater Capital Group | 17,230 | $1.95M | 0.26% | +177+1.0% | Added |
| Stableford Capital II LLC | 17,227 | $1.95M | 0.73% | +450+2.7% | Added |
| Bluefin Capital Management, LLC | 17,200 | $1.95M | 1.89% | +17,200 | New |
| E&G Advisors, LP | 17,180 | $1.95M | 0.43% | −50.0% | Reduced |
| Daymark Wealth Partners, LLC | 17,174 | $1.95M | 0.06% | +3,815+28.6% | Added |
| Thoroughbred Financial Services, LLC | 17,140 | $1.94M | 0.12% | −130−0.8% | Reduced |
| Avestar Capital, LLC | 17,060 | $1.93M | 0.13% | +816+5.0% | Added |
| Institute for Wealth Management, LLC. | 17,020 | $1.93M | 0.21% | −222−1.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,014 | $1.93M | 0.28% | +10.0% | Added |
| Benjamin Edwards Inc | 16,945 | $1.92M | 0.02% | +1,715+11.3% | Added |
| Arjuna Capital | 16,943 | $1.92M | 0.49% | +327+2.0% | Added |
| Syon Capital LLC | 16,884 | $1.91M | 0.10% | +1,435+9.3% | Added |
| Chapman Financial Group, LLC | 16,808 | $1.91M | 1.36% | −417−2.4% | Reduced |
| Journey Strategic Wealth LLC | 16,805 | $1.91M | 0.05% | +3,718+28.4% | Added |
| Mosley Wealth Management | 18,707 | $1.90M | 0.86% | −206−1.1% | Reduced |
| Cardinal Point Capital Management, ULC | 16,739 | $1.90M | 0.12% | +300+1.8% | Added |
| FIL Ltd | 16,652 | $1.89M | 0.00% | −4,381−20.8% | Reduced |
| Citizens & Northern Corp | 16,626 | $1.89M | 0.47% | +2,696+19.4% | Added |