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 |
|---|---|---|---|---|---|
| Axecap Investments, LLC | 30,162 | $3.42M | 2.35% | +6,093+25.3% | Added |
| Mystic Asset Management, Inc. | 30,117 | $3.42M | 0.79% | +143+0.5% | Added |
| First Dallas Securities Inc. | 30,030 | $3.41M | 1.26% | +3,886+14.9% | Added |
| National Asset Management, Inc. | 31,696 | $3.40M | 0.22% | −5,823−15.5% | Reduced |
| Talon Private Wealth, LLC | 29,944 | $3.40M | 0.45% | +29,944 | New |
| Myriad Asset Management Advisors LLC | 29,922 | $3.39M | 1.00% | −620−2.0% | Reduced |
| Meridian Wealth Management, LLC | 29,748 | $3.37M | 0.12% | +877+3.0% | Added |
| Creative Financial Designs Inc | 29,717 | $3.37M | 0.20% | +194+0.7% | Added |
| Peloton Wealth Strategists | 29,680 | $3.37M | 1.36% | −1,170−3.8% | Reduced |
| Winton Group Ltd | 29,458 | $3.34M | 0.12% | +29,458 | New |
| Bokf, NA | 29,431 | $3.34M | 0.05% | +4,609+18.6% | Added |
| YHB Investment Advisors, Inc. | 29,422 | $3.34M | 0.24% | −28−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 29,362 | $3.33M | 0.45% | −1,744−5.6% | Reduced |
| IFP Advisors, Inc | 29,230 | $3.31M | 0.07% | +1,328+4.8% | Added |
| JB Capital LLC | 29,211 | $3.31M | 0.13% | −13,583−31.7% | Reduced |
| LGT Fund Management Co Ltd. | 29,180 | $3.31M | 0.14% | +17,641+152.9% | Added |
| NewEdge Wealth, LLC | 29,064 | $3.30M | 0.04% | −8,749−23.1% | Reduced |
| Pinnacle Holdings, LLC | 29,032 | $3.29M | 1.06% | 00.0% | Unchanged |
| Huntington National Bank | 28,922 | $3.28M | 0.02% | +4,539+18.6% | Added |
| Golden State Equity Partners | 28,743 | $3.26M | 0.25% | +11,454+66.3% | Added |
| Patton Fund Management, Inc. | 28,734 | $3.26M | 0.55% | +26,622+1,260.5% | Added |
| Aaron Wealth Advisors | 28,657 | $3.25M | 0.19% | −1,561−5.2% | Reduced |
| Kennondale Capital Management LLC | 28,644 | $3.25M | 2.34% | 00.0% | Unchanged |
| Slagle Financial, LLC | 28,551 | $3.24M | 1.07% | +558+2.0% | Added |
| 44 Wealth Management LLC | 28,158 | $3.19M | 1.12% | −4,543−13.9% | Reduced |
| Centiva Capital, LP | 28,144 | $3.19M | 0.15% | +20,989+293.3% | Added |
| HBW Advisory Services LLC | 28,039 | $3.18M | 0.34% | −42−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 28,001 | $3.18M | 0.22% | −1,889−6.3% | Reduced |
| Modern Wealth Management, LLC | 27,418 | $3.16M | 0.05% | −1,453−5.0% | Reduced |
| Summit Financial, LLC | 27,849 | $3.16M | 0.04% | −1,502−5.1% | Reduced |
| Clough Capital Partners L P | 27,840 | $3.16M | 0.30% | −45,670−62.1% | Reduced |
| InTrack Investment Management Inc | 27,757 | $3.15M | 1.79% | +1,375+5.2% | Added |
| Alerus Financial NA | 27,660 | $3.14M | 0.16% | −152−0.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 27,575 | $3.13M | 0.53% | +3,275+13.5% | Added |
| Wedmont Private Capital | 25,309 | $3.13M | 0.10% | +1,048+4.3% | Added |
| Genus Capital Management Inc. | 27,467 | $3.12M | 0.36% | −15,175−35.6% | Reduced |
| Stratos Wealth Partners, LTD. | 27,420 | $3.11M | 0.04% | −11,520−29.6% | Reduced |
| Trust Co of Toledo NA | 27,409 | $3.11M | 0.30% | +807+3.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27,344 | $3.10M | 0.50% | +191+0.7% | Added |
| G&S Capital LLC | 27,186 | $3.08M | 1.08% | −1,284−4.5% | Reduced |
| Parsons Capital Management Inc | 27,019 | $3.06M | 0.14% | +19,377+253.6% | Added |
| Insight Inv LLC | 26,980 | $3.06M | 1.67% | −168−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 26,861 | $3.05M | 0.03% | −3,959−12.8% | Reduced |
| Parallel Advisors, LLC | 26,739 | $3.03M | 0.05% | −1,957−6.8% | Reduced |
| Everett Harris & Co | 26,729 | $3.03M | 0.04% | −1,240−4.4% | Reduced |
| World Equity Group, Inc. | 26,724 | $3.03M | 0.78% | +12,126+83.1% | Added |
| Carret Asset Management, LLC | 26,631 | $3.02M | 0.30% | −20.0% | Reduced |
| Sumitomo Life Insurance Co | 26,616 | $3.02M | 0.07% | +671+2.6% | Added |
| Manske Wealth Management | 26,251 | $2.98M | 0.83% | −623−2.3% | Reduced |
| Ostrum Asset Management | 25,761 | $2.92M | 0.16% | +13,276+106.3% | Added |
| Insigneo Advisory Services, LLC | 25,751 | $2.92M | 0.21% | +1,927+8.1% | Added |
| Smartleaf Asset Management LLC | 27,097 | $2.91M | 0.10% | +248+0.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,630 | $2.91M | 0.88% | +25,630 | New |
| Trust Asset Management LLC | 25,465 | $2.89M | 0.21% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25,435 | $2.88M | 0.89% | +69+0.3% | Added |
| Cooper Financial Group | 25,423 | $2.88M | 0.29% | −4,494−15.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 25,380 | $2.88M | 0.30% | +25,380 | New |
| Finivi Inc. | 25,331 | $2.87M | 1.57% | +1,531+6.4% | Added |
| PEAK6 LLC | 25,240 | $2.86M | 0.08% | −178,111−87.6% | Reduced |
| Meridian Investment Counsel Inc. | 25,176 | $2.86M | 0.68% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25,047 | $2.84M | 0.08% | −643−2.5% | Reduced |
| Advent Capital Management | 25,000 | $2.84M | 0.08% | +25,000 | New |
| SRS Capital Advisors, Inc. | 24,961 | $2.83M | 0.08% | −20,815−45.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,853 | $2.82M | 0.09% | +200+0.8% | Added |
| Altman Advisors, Inc. | 24,767 | $2.81M | 1.16% | −3,815−13.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,738 | $2.81M | 0.08% | +3,121+14.4% | Added |
| Cidel Asset Management Inc | 24,684 | $2.80M | 0.15% | +2,188+9.7% | Added |
| Tounjian Advisory Partners, LLC | 24,562 | $2.79M | 1.01% | −418−1.7% | Reduced |
| SWP Investment Management LLC | 24,433 | $2.77M | 2.07% | +480+2.0% | Added |
| Evolve Private Wealth, LLC | 24,252 | $2.75M | 0.15% | +1,755+7.8% | Added |
| Jupiter Wealth Management LLC | 22,000 | $2.73M | 1.08% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 20,596 | $2.72M | 0.19% | +79+0.4% | Added |
| Exchange Traded Concepts, LLC | 23,931 | $2.71M | 0.02% | −1,069−4.3% | Reduced |
| Caisse des Depots Et Consignations | 23,866 | $2.71M | 0.04% | +20,930+712.9% | Added |
| Evelyn Partners Investment Management LLP | 23,813 | $2.70M | 0.07% | −2,991−11.2% | Reduced |
| Columbia Asset Management | 23,717 | $2.69M | 0.51% | −2,086−8.1% | Reduced |
| Inscription Capital, LLC | 23,671 | $2.68M | 0.28% | −624−2.6% | Reduced |
| BankPlus Trust Department | 23,443 | $2.66M | 0.71% | +14,263+155.4% | Added |
| Ocean Capital Management, LLC | 23,442 | $2.66M | 0.55% | +182+0.8% | Added |
| Allen Wealth Management, LLC | 23,335 | $2.65M | 1.32% | −1,466−5.9% | Reduced |
| Chancellor Financial Group WB LP | 23,323 | $2.65M | 1.89% | +415+1.8% | Added |
| Focused Alpha, LLC | 23,109 | $2.62M | 0.81% | +14,787+177.7% | Added |
| Fox Run Management, L.L.C. | 24,304 | $2.61M | 0.46% | +24,304 | New |
| Gladstone Institutional Advisory LLC | 22,979 | $2.61M | 0.10% | −4,374−16.0% | Reduced |
| Arete Wealth Advisors, LLC | 22,872 | $2.59M | 0.19% | +9,291+68.4% | Added |
| GFS Advisors, LLC | 22,845 | $2.59M | 0.18% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 22,741 | $2.58M | 0.09% | +3,251+16.7% | Added |
| Intrust Bank NA | 22,681 | $2.57M | 0.21% | +3,032+15.4% | Added |
| Jacobi Capital Management LLC | 22,648 | $2.57M | 0.14% | +958+4.4% | Added |
| Bangor Savings Bank | 22,608 | $2.56M | 0.20% | −485−2.1% | Reduced |
| Convergence Investment Partners, LLC | 22,595 | $2.56M | 0.42% | −2,025−8.2% | Reduced |
| Kathmere Capital Management, LLC | 22,585 | $2.56M | 0.16% | +247+1.1% | Added |
| Essential Partners LLC | 22,530 | $2.56M | 0.86% | +46+0.2% | Added |
| Simplex Trading, LLC | 22,325 | $2.53M | 0.08% | +22,325 | New |
| PMC FIG Opportunities LLC | 22,313 | $2.53M | 3.92% | −3,883−14.8% | Reduced |
| Avantra Family Wealth, Inc. | 22,276 | $2.53M | 1.88% | +366+1.7% | Added |
| GKV Capital Management Co., Inc. | 22,237 | $2.52M | 0.95% | +2,957+15.3% | Added |
| TCG Advisory Services, LLC | 22,236 | $2.52M | 0.06% | +4,099+22.6% | Added |
| Advisors Management Group Inc | 22,209 | $2.52M | 0.46% | −2,410−9.8% | Reduced |
| Perpetual Ltd | 22,102 | $2.51M | 0.04% | −1,260−5.4% | Reduced |