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 |
|---|---|---|---|---|---|
| Pitcairn Wealth Advisors LLC | 12,777 | $1.49M | 0.14% | +483+3.9% | Added |
| Intact Investment Management Inc. | 13,100 | $1.49M | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,038 | $1.48M | 0.01% | −9,326−41.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,034 | $1.48M | 0.06% | 00.0% | Unchanged |
| Owen LaRue, LLC | 13,030 | $1.48M | 0.57% | −1,320−9.2% | Reduced |
| Voleon Capital Management LP | 13,013 | $1.48M | 0.03% | −69,197−84.2% | Reduced |
| Private Trust Co NA | 12,965 | $1.47M | 0.13% | −408−3.1% | Reduced |
| Umb Bank N A | 12,819 | $1.45M | 0.02% | −1,983−13.4% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 12,782 | $1.45M | 0.65% | +1,147+9.9% | Added |
| Shelton Wealth Management, LLC | 12,755 | $1.45M | 0.64% | −2,533−16.6% | Reduced |
| Carson Advisory Inc. | 12,725 | $1.44M | 0.75% | −525−4.0% | Reduced |
| Frank, Rimerman Advisors LLC | 12,659 | $1.44M | 0.09% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 12,647 | $1.43M | 0.38% | +12,647 | New |
| Alphadyne Asset Management LP | 12,637 | $1.43M | 0.19% | +12,637 | New |
| Fisher Funds Management LTD | 12,635 | $1.43M | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,500 | $1.43M | 0.08% | −564−4.3% | Reduced |
| Waterloo Capital, L.P. | 12,534 | $1.42M | 0.10% | +642+5.4% | Added |
| Birmingham Capital Management Co Inc | 12,500 | $1.42M | 0.60% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,493 | $1.42M | 0.05% | +1,735+16.1% | Added |
| SageView Advisory Group, LLC | 12,430 | $1.41M | 0.05% | +243+2.0% | Added |
| Wellington Grp LLC | 12,360 | $1.40M | 0.43% | +12,360 | New |
| Mattson Financial Services, LLC | 12,330 | $1.40M | 0.33% | −856−6.5% | Reduced |
| Boston Private Wealth LLC | 12,324 | $1.40M | 0.09% | −287−2.3% | Reduced |
| Concord Asset Management, LLC | 12,316 | $1.40M | 0.24% | +10+0.1% | Added |
| RMB Capital Management, LLC | 12,289 | $1.39M | 0.02% | −173−1.4% | Reduced |
| Colonial River Wealth Management, LLC | 12,267 | $1.39M | 0.50% | +373+3.1% | Added |
| Fulton Bank, N.A. | 12,253 | $1.39M | 0.05% | −1,028−7.7% | Reduced |
| Hickory Point Bank & Trust | 12,213 | $1.39M | 0.91% | +4,708+62.7% | Added |
| KMG Fiduciary Partners, LLC | 12,133 | $1.38M | 0.10% | +477+4.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,115 | $1.37M | 0.39% | −10,085−45.4% | Reduced |
| Sowell Financial Services LLC | 12,101 | $1.37M | 0.05% | −274−2.2% | Reduced |
| RMR Wealth Builders | 12,082 | $1.37M | 0.11% | +23+0.2% | Added |
| Conning Inc. | 12,051 | $1.37M | 0.05% | −1,519−11.2% | Reduced |
| Catalytic Wealth RIA, LLC | 12,046 | $1.37M | 0.06% | +656+5.8% | Added |
| Xxi Wealth, LLC | 11,976 | $1.36M | 0.77% | +1,550+14.9% | Added |
| Aft, Forsyth & Company, Inc. | 11,948 | $1.36M | 0.64% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 11,914 | $1.35M | 0.16% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 11,894 | $1.35M | 0.84% | −3,797−24.2% | Reduced |
| GM Advisory Group, Inc. | 11,873 | $1.35M | 0.05% | +10.0% | Added |
| Grimes & Company, Inc. | 11,846 | $1.34M | 0.04% | +1,268+12.0% | Added |
| Solitude Financial Services | 10,187 | $1.34M | 0.40% | −1,703−14.3% | Reduced |
| Tower Trust & Investment Co | 11,824 | $1.34M | 0.88% | −53−0.4% | Reduced |
| Philadelphia Trust Co | 11,797 | $1.34M | 0.09% | −1,331−10.1% | Reduced |
| Wealth Effects LLC | 11,780 | $1.34M | 0.47% | −200−1.7% | Reduced |
| Diversified Management Inc | 11,760 | $1.33M | 0.23% | +11,760 | New |
| Baader Bank INC | 11,737 | $1.33M | 0.13% | +4,529+62.8% | Added |
| Venture Visionary Partners LLC | 11,695 | $1.33M | 0.04% | −5,264−31.0% | Reduced |
| Eagle Global Advisors LLC | 11,650 | $1.32M | 0.05% | −5,100−30.4% | Reduced |
| Calamos Wealth Management LLC | 11,635 | $1.32M | 0.05% | −523−4.3% | Reduced |
| Washington Trust Bank | 11,595 | $1.31M | 0.10% | 00.0% | Unchanged |
| Canandaigua National Corp | 11,556 | $1.31M | 0.12% | +11,556 | New |
| Grandview Asset Management LLC | 11,470 | $1.30M | 0.38% | +143+1.3% | Added |
| Quent Capital, LLC | 11,326 | $1.28M | 0.09% | +4,968+78.1% | Added |
| Fieldview Capital Management, LLC | 11,310 | $1.28M | 0.37% | +11,310 | New |
| Axiom Investment Management LLC | 11,267 | $1.28M | 0.97% | +11,267 | New |
| Jamison Private Wealth Management, Inc. | 11,222 | $1.27M | 0.15% | +224+2.0% | Added |
| WCG Wealth Advisors LLC | 11,215 | $1.27M | 0.04% | −6,665−37.3% | Reduced |
| Johnson Investment Counsel Inc | 11,157 | $1.27M | 0.01% | +369+3.4% | Added |
| Cito Capital Group, LLC | 11,151 | $1.26M | 0.39% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 11,121 | $1.26M | 0.22% | −4,837−30.3% | Reduced |
| Asset Dedication, LLC | 11,093 | $1.26M | 0.09% | −209−1.8% | Reduced |
| Gateway Investment Advisers LLC | 11,051 | $1.25M | 0.01% | +4,449+67.4% | Added |
| Schnieders Capital Management, LLC. | 11,012 | $1.25M | 0.20% | −2,693−19.6% | Reduced |
| Angel Oak Capital Advisors, LLC | 11,000 | $1.25M | 1.39% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,909 | $1.24M | 0.10% | +276+2.6% | Added |
| Flagship Harbor Advisors, LLC | 10,857 | $1.23M | 0.05% | +1,412+14.9% | Added |
| Sippican Capital Advisors | 10,856 | $1.23M | 0.84% | −3,381−23.7% | Reduced |
| Traub Capital Management LLC | 10,849 | $1.23M | 1.22% | −30.0% | Reduced |
| WSFS Capital Management, LLC | 10,808 | $1.23M | 0.06% | +2,066+23.6% | Added |
| Dark Forest Capital Management LP | 10,794 | $1.22M | 0.11% | −5,614−34.2% | Reduced |
| Silver Oak Securities, Inc | 10,785 | $1.22M | 0.09% | +361+3.5% | Added |
| Inceptionr LLC | 10,761 | $1.22M | 0.29% | +433+4.2% | Added |
| BKM Wealth Management, LLC | 10,737 | $1.22M | 0.44% | −545−4.8% | Reduced |
| Power Wealth Management LLC | 10,728 | $1.22M | 0.45% | −548−4.9% | Reduced |
| Lazari Capital Management, Inc. | 10,704 | $1.21M | 0.42% | −437−3.9% | Reduced |
| MONECO Advisors, LLC | 10,677 | $1.21M | 0.09% | −13,494−55.8% | Reduced |
| McMillan Office, Inc. | 10,619 | $1.20M | 0.15% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,597 | $1.20M | 0.14% | +406+4.0% | Added |
| Kera Capital Partners, Inc. | 10,546 | $1.20M | 0.15% | +814+8.4% | Added |
| Hollencrest Capital Management | 10,513 | $1.19M | 0.04% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.19M | 0.26% | 00.0% | Unchanged |
| Field & Main Bank | 10,493 | $1.19M | 0.35% | +260+2.5% | Added |
| North Star Investment Management Corp. | 10,486 | $1.19M | 0.07% | +67+0.6% | Added |
| Royal Fund Management, LLC | 10,457 | $1.19M | 0.11% | −702−6.3% | Reduced |
| Prana Capital Management, LP | 10,456 | $1.19M | 0.04% | −1,105,447−99.1% | Reduced |
| Triangle Securities Wealth Management | 10,427 | $1.18M | 0.27% | −855−7.6% | Reduced |
| Oslo Pensjonsforsikring AS | 10,391 | $1.18M | 0.18% | +10,391 | New |
| Quadcap Wealth Management, LLC | 10,378 | $1.18M | 0.13% | −115−1.1% | Reduced |
| Deseret Mutual Benefit Administrators | 10,375 | $1.18M | 0.40% | +4,313+71.1% | Added |
| Kennedy Investment Group | 10,250 | $1.16M | 0.46% | +1,983+24.0% | Added |
| Meyer Handelman Co | 10,225 | $1.16M | 0.04% | −800−7.3% | Reduced |
| L2 Asset Management, LLC | 10,222 | $1.16M | 0.11% | +831+8.8% | Added |
| Retirement Planning Co of New England, Inc. | 10,210 | $1.16M | 0.47% | +85+0.8% | Added |
| Williamson Legacy Group, LLC | 10,145 | $1.15M | 0.86% | +10,145 | New |
| BlueChip Wealth Advisors LLC | 10,122 | $1.15M | 0.50% | +916+10.0% | Added |
| Chapin Davis, Inc. | 10,044 | $1.14M | 0.25% | +574+6.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,079 | $1.14M | 0.01% | +156+1.6% | Added |
| Par Capital Management Inc | 10,000 | $1.13M | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 9,979 | $1.13M | 0.07% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 9,893 | $1.12M | 0.14% | +6,808+220.7% | Added |