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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 16,622 | $1.89M | 0.11% | −547−3.2% | Reduced |
| Cigna Investments Inc | 16,594 | $1.88M | 0.29% | −657−3.8% | Reduced |
| Ethos Capital Management, Inc. | 16,581 | $1.88M | 1.61% | +2,520+17.9% | Added |
| Norden Group LLC | 16,504 | $1.87M | 0.18% | −403−2.4% | Reduced |
| Wright Investors Service Inc | 16,497 | $1.87M | 0.59% | −291−1.7% | Reduced |
| Melfa Wealth Management, LLC | 16,438 | $1.86M | 1.07% | +40.0% | Added |
| Independence Bank of Kentucky | 16,380 | $1.86M | 0.24% | −339−2.0% | Reduced |
| Verdence Capital Advisors LLC | 16,308 | $1.85M | 0.11% | +3,578+28.1% | Added |
| Axq Capital, LP | 16,179 | $1.83M | 0.24% | +16,179 | New |
| Aprio Wealth Management, LLC | 16,178 | $1.83M | 0.10% | +2,390+17.3% | Added |
| Hobbs Group Advisors, LLC | 16,124 | $1.83M | 0.55% | +532+3.4% | Added |
| Cramer Rosenthal McGlynn LLC | 16,111 | $1.83M | 0.13% | −2,112−11.6% | Reduced |
| Flywheel Private Wealth LLC | 16,100 | $1.83M | 1.04% | +16,100 | New |
| United Bank | 16,084 | $1.82M | 0.61% | +232+1.5% | Added |
| Smithbridge Asset Management Inc | 16,057 | $1.82M | 0.27% | +13,804+612.7% | Added |
| Dakota Wealth Management | 16,010 | $1.82M | 0.04% | +1,714+12.0% | Added |
| Waterfront Wealth Inc. | 15,970 | $1.81M | 0.33% | +3,411+27.2% | Added |
| Profund Advisors LLC | 15,949 | $1.81M | 0.07% | −3,755−19.1% | Reduced |
| Birchbrook, Inc. | 15,943 | $1.81M | 0.89% | −671−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 15,887 | $1.80M | 0.06% | +2,760+21.0% | Added |
| Evoke Wealth, LLC | 15,739 | $1.79M | 0.03% | +1,787+12.8% | Added |
| SlateStone Wealth, LLC | 15,732 | $1.78M | 0.15% | −2,448−13.5% | Reduced |
| Generation Capital Management LLC | 15,715 | $1.78M | 1.30% | +35+0.2% | Added |
| Winthrop Capital Management, LLC | 15,714 | $1.78M | 0.46% | +824+5.5% | Added |
| Kingswood Wealth Advisors, LLC | 15,692 | $1.78M | 0.08% | +493+3.2% | Added |
| Transcend Wealth Collective, LLC | 15,563 | $1.76M | 0.14% | −2,388−13.3% | Reduced |
| Ameritas Advisory Services, LLC | 15,544 | $1.76M | 0.07% | −125−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 15,505 | $1.76M | 0.05% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 15,502 | $1.76M | 0.13% | +1,775+12.9% | Added |
| Daytona Street Capital LLC | 15,118 | $1.75M | 1.41% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 15,454 | $1.75M | 0.87% | −97−0.6% | Reduced |
| Aigen Investment Management, LP | 15,408 | $1.75M | 0.45% | +11,628+307.6% | Added |
| Gibbs Wealth Management | 15,368 | $1.74M | 0.23% | +7,563+96.9% | Added |
| Moneta Group Investment Advisors LLC | 15,357 | $1.74M | 0.01% | +1,438+10.3% | Added |
| Apella Capital, LLC | 13,120 | $1.73M | 0.03% | +8,672+195.0% | Added |
| Robertson Stephens Wealth Management, LLC | 15,244 | $1.73M | 0.05% | +377+2.5% | Added |
| New England Research & Management, Inc. | 15,227 | $1.73M | 0.73% | +15,227 | New |
| Widmann Financial Services, Inc. | 15,188 | $1.72M | 1.02% | −33−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 15,156 | $1.72M | 0.12% | +1,410+10.3% | Added |
| First Commonwealth Financial Corp | 15,134 | $1.72M | 0.27% | +1,221+8.8% | Added |
| Sargent Investment Group, LLC | 15,132 | $1.72M | 0.23% | +2,619+20.9% | Added |
| Harvest Fund Management Co., Ltd | 15,121 | $1.72M | 0.07% | −5,940−28.2% | Reduced |
| Change Path, LLC | 14,990 | $1.70M | 0.04% | −1,646−9.9% | Reduced |
| Shrier Wealth Management, LLC | 14,977 | $1.70M | 0.62% | +695+4.9% | Added |
| Clarus Wealth Advisors | 14,405 | $1.69M | 0.72% | +14,405 | New |
| Somerset Trust Co | 14,873 | $1.69M | 0.52% | +242+1.7% | Added |
| Independent Financial Group, LLC | 14,796 | $1.68M | 0.04% | −5,545−27.3% | Reduced |
| Edgestream Partners, L.P. | 14,765 | $1.67M | 0.05% | −36,524−71.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 14,765 | $1.67M | 0.46% | −267−1.8% | Reduced |
| Excalibur Management Corp | 14,761 | $1.67M | 0.60% | +64+0.4% | Added |
| SeaCrest Wealth Management, LLC | 14,759 | $1.67M | 0.18% | −652−4.2% | Reduced |
| Boyar Asset Management Inc. | 14,731 | $1.67M | 0.95% | −1,075−6.8% | Reduced |
| Connable Office Inc | 14,710 | $1.67M | 0.16% | −4,760−24.4% | Reduced |
| Oxford Asset Management LLP | 14,673 | $1.66M | 0.67% | −233−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 14,664 | $1.66M | 0.39% | −1,445−9.0% | Reduced |
| DRW Securities, LLC | 14,666 | $1.66M | 0.09% | −44,346−75.1% | Reduced |
| Tevis Investment Management | 14,632 | $1.66M | 0.95% | +643+4.6% | Added |
| VestGen Advisors, LLC | 13,094 | $1.66M | 0.05% | +4,938+60.5% | Added |
| Landmark Wealth Management, LLC | 14,539 | $1.65M | 0.44% | +14,539 | New |
| HBK Sorce Advisory LLC | 13,128 | $1.65M | 0.03% | +602+4.8% | Added |
| Sigma Planning Corp | 14,516 | $1.65M | 0.05% | +446+3.2% | Added |
| NVWM, LLC | 14,512 | $1.65M | 0.37% | +262+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,500 | $1.64M | 0.85% | −2,000−12.1% | Reduced |
| Generali Investments, Management Co LLC | 14,481 | $1.64M | 0.38% | −15,313−51.4% | Reduced |
| Concord Wealth Partners | 14,461 | $1.64M | 0.21% | +1,791+14.1% | Added |
| First Citizens Bank & Trust Co | 14,447 | $1.64M | 0.03% | −43−0.3% | Reduced |
| Venturi Wealth Management, LLC | 14,424 | $1.64M | 0.07% | +246+1.7% | Added |
| R Squared Ltd | 14,419 | $1.64M | 0.90% | +9,016+166.9% | Added |
| Arvest Bank Trust Division | 14,409 | $1.63M | 0.09% | −244−1.7% | Reduced |
| Sentinus, LLC | 14,370 | $1.63M | 0.15% | +2,611+22.2% | Added |
| Qtron Investments LLC | 14,346 | $1.63M | 0.22% | +60.0% | Added |
| Longfellow Investment Management Co LLC | 14,317 | $1.62M | 0.34% | +2,233+18.5% | Added |
| MWA Asset Management | 14,249 | $1.62M | 0.89% | +363+2.6% | Added |
| VELA Investment Management, LLC | 14,097 | $1.60M | 0.41% | −2,407−14.6% | Reduced |
| CX Institutional | 14,079 | $1.60M | 0.05% | −974−6.5% | Reduced |
| LVW Advisors, LLC | 14,042 | $1.59M | 0.16% | +5,502+64.4% | Added |
| Personal Cfo Solutions, LLC | 13,969 | $1.58M | 0.22% | +1,600+12.9% | Added |
| GTS Securities LLC | 13,896 | $1.58M | 0.06% | −10,610−43.3% | Reduced |
| Whittier Trust Co | 13,336 | $1.57M | 0.02% | −5,695−29.9% | Reduced |
| Encore Global Management, LP | 13,750 | $1.56M | 1.09% | +13,750 | New |
| Prasad Wealth Partners, LLC | 13,737 | $1.56M | 0.42% | −168−1.2% | Reduced |
| Versant Capital Management, Inc | 13,728 | $1.56M | 0.15% | +3,060+28.7% | Added |
| KPP Advisory Services LLC | 13,680 | $1.55M | 0.23% | −6,619−32.6% | Reduced |
| Summit Global Investments | 13,637 | $1.55M | 0.09% | +356+2.7% | Added |
| Sterling Investment Counsel, LLC | 13,619 | $1.54M | 0.43% | +170+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 13,592 | $1.54M | 0.08% | +182+1.4% | Added |
| DKRT Investments Corp. | 13,500 | $1.53M | 0.39% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 13,498 | $1.53M | 0.25% | −2,304−14.6% | Reduced |
| Moody National Bank Trust Division | 13,493 | $1.53M | 0.15% | −16,635−55.2% | Reduced |
| Portside Wealth Group, LLC | 13,464 | $1.53M | 0.21% | −500−3.6% | Reduced |
| Edmp, Inc. | 13,426 | $1.52M | 1.23% | +81+0.6% | Added |
| Seelaus Asset Management LLC | 13,400 | $1.52M | 1.10% | +930+7.5% | Added |
| Moors & Cabot, Inc. | 13,357 | $1.51M | 0.06% | −420−3.0% | Reduced |
| Brian Low Financial Group, LLC | 13,345 | $1.51M | 1.03% | +229+1.7% | Added |
| Legacy Bridge, LLC | 13,294 | $1.51M | 0.57% | +12,813+2,663.8% | Added |
| Fidelis Capital Partners, LLC | 13,268 | $1.50M | 0.11% | +982+8.0% | Added |
| Michels Family Financial, LLC | 13,235 | $1.50M | 1.08% | +467+3.7% | Added |
| CSS LLC | 13,208 | $1.50M | 0.08% | −1,090−7.6% | Reduced |
| Eagle Strategies LLC | 13,193 | $1.50M | 0.18% | +11,471+666.1% | Added |
| IKE Capital, LLC | 13,166 | $1.49M | 0.84% | +2,190+20.0% | Added |