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, Q4 2021
Institutional positions in Citigroup Inc as of Dec 31, 2021. 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
- 1,838
- +141 vs. Q3 2021
- Shares held
- 1.49B
- −3.24M (−0.2%) vs. Q3 2021
- Total value
- $90.0B
- −$14.6B (−14.0%) vs. Q3 2021
- New holders
- 283
- 680 more added
- Sold out
- 142
- 663 more reduced
30 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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, Q4 2021
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Surevest, LLC | 251 | $15.0K | 0.00% | +251 | New |
| Hoey Investments, Inc | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 275 | $16.6K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 275 | $17.0K | 0.00% | −140−33.7% | Reduced |
| Front Row Advisors LLC | 288 | $17.0K | 0.01% | −36−11.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 285 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 284 | $17.0K | 0.01% | +232+446.2% | Added |
| Institutional & Family Asset Management, LLC | 300 | $18.0K | 0.00% | −1−0.3% | Reduced |
| Norwood Financial Corp | 304 | $18.0K | 0.02% | +304 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 274 | $18.0K | 0.06% | +274 | New |
| Citizens National Bank Trust Department | 290 | $18.0K | 0.01% | +290 | New |
| Advocacy Wealth Management Services, LLC | 319 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $19.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 317 | $19.0K | 0.00% | +90+39.6% | Added |
| Concorde Financial Corp | 300 | $19.0K | 0.01% | +300 | New |
| blooom, inc. | 12,016 | $21.0K | 0.02% | −176−1.4% | Reduced |
| Rational Advisors LLC | 346 | $21.0K | 0.00% | +203+142.0% | Added |
| West Bancorporation Inc | 352 | $21.0K | 0.02% | +352 | New |
| Laurel Wealth Advisors LLC | 361 | $22.0K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 386 | $23.0K | 0.01% | +386 | New |
| Masso Torrence Wealth Management Inc. | 387 | $23.0K | 0.02% | +387 | New |
| Bellwether Advisors, LLC | 410 | $24.0K | 0.01% | −410−50.0% | Reduced |
| Trust Co | 390 | $24.0K | 0.01% | −20−4.9% | Reduced |
| Tortoise Investment Management, LLC | 421 | $25.0K | 0.00% | −5−1.2% | Reduced |
| First Bank & Trust | 417 | $25.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 425 | $26.0K | 0.01% | +425 | New |
| Activest Wealth Management | 442 | $27.0K | 0.02% | −557−55.8% | Reduced |
| CVA Family Office, LLC | 454 | $27.0K | 0.01% | −453−49.9% | Reduced |
| Sage Financial Group Inc | 450 | $27.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $27.2K | 0.01% | +9+2.0% | Added |
| Ogorek Anthony Joseph | 476 | $28.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 462 | $28.0K | 0.01% | +1+0.2% | Added |
| Harvest Fund Management Co., Ltd | 496 | $29.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 485 | $29.0K | 0.02% | +4+0.8% | Added |
| WFA Asset Management Corp | 480 | $29.0K | 0.02% | +480 | New |
| Horrell Capital Management, Inc. | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 500 | $30.0K | 0.02% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 528 | $31.0K | 0.00% | +1+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 522 | $31.0K | 0.01% | +522 | New |
| Gordian Capital Singapore Pte Ltd | 500 | $31.0K | 0.02% | +500 | New |
| Valley Forge Investment Consultants Inc Adv | 535 | $32.0K | 0.01% | +265+98.1% | Added |
| Ahl Investment Management, Inc. | 530 | $32.0K | 0.03% | +530 | New |
| Credential Qtrade Securities Inc. | 560 | $33.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $34.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 558 | $34.0K | 0.01% | +21+3.9% | Added |
| Curi Capital | 577 | $34.0K | 0.01% | +577 | New |
| Financial Perspectives, Inc | 566 | $34.2K | 0.02% | 00.0% | Unchanged |
| Motco | 583 | $35.0K | 0.00% | −498−46.1% | Reduced |
| Sound Income Strategies, LLC | 580 | $35.0K | 0.00% | −159−21.5% | Reduced |
| Bell Investment Advisors, Inc | 583 | $35.0K | 0.01% | +214+58.0% | Added |
| Sandy Cove Advisors, LLC | 581 | $35.0K | 0.03% | +581 | New |
| Cranbrook Wealth Management, LLC | 595 | $36.0K | 0.01% | −21−3.4% | Reduced |
| BerganKDV Wealth Management, LLC | 597 | $36.0K | 0.00% | +33+5.9% | Added |
| Bivin & Associates, Inc. | 595 | $36.0K | 0.03% | +595 | New |
| First Community Trust NA | 605 | $36.5K | 0.03% | +605 | New |
| Annapolis Financial Services, LLC | 610 | $37.0K | 0.01% | +55+9.9% | Added |
| Cordasco Financial Network | 616 | $37.0K | 0.02% | +500+431.0% | Added |
| SkyView Investment Advisors, LLC | 605 | $37.0K | 0.01% | +605 | New |
| FinTrust Capital Advisors, LLC | 631 | $38.0K | 0.01% | −407−39.2% | Reduced |
| Godsey & Gibb Associates | 630 | $38.0K | 0.01% | −210−25.0% | Reduced |
| Hudock, Inc. | 642 | $38.0K | 0.01% | +4+0.6% | Added |
| S.A. Mason LLC | 665 | $40.0K | 0.02% | −600−47.4% | Reduced |
| Logan Capital Management Inc | 663 | $40.0K | 0.00% | −2−0.3% | Reduced |
| Charter Oak Capital Management, LLC | 657 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 674 | $41.0K | 0.01% | −109−13.9% | Reduced |
| Vigilant Capital Management, LLC | 675 | $41.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 675 | $41.0K | 0.01% | +5+0.7% | Added |
| Founders Capital Management | 700 | $42.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 718 | $43.0K | 0.01% | +718 | New |
| Global Trust Asset Management, LLC | 747 | $45.0K | 0.02% | −105−12.3% | Reduced |
| Arlington Partners LLC | 750 | $45.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $45.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 766 | $46.0K | 0.02% | −900−54.0% | Reduced |
| Mascoma Wealth Management LLC | 763 | $46.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 760 | $46.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 800 | $48.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 817 | $49.0K | 0.01% | +817 | New |
| Sittner & Nelson, LLC | 845 | $51.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 866 | $52.0K | 0.00% | +4+0.5% | Added |
| Schubert & Co | 856 | $52.0K | 0.05% | +856 | New |
| Center for Financial Planning, Inc. | 890 | $54.0K | 0.01% | −205−18.7% | Reduced |
| Ellis Investment Partners, LLC | 900 | $54.0K | 0.01% | +107+13.5% | Added |
| South State Corp. | 922 | $56.0K | 0.00% | +209+29.3% | Added |
| Core Wealth Advisors, Inc. | 920 | $56.0K | 0.03% | +825+868.4% | Added |
| JNBA Financial Advisors | 966 | $58.0K | 0.01% | +80+9.0% | Added |
| Plante Moran Financial Advisors, LLC | 972 | $59.0K | 0.01% | −708−42.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $60.0K | 0.03% | +860+614.3% | Added |
| Tucker Asset Management LLC | 1,000 | $60.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,004 | $61.0K | 0.03% | +75+8.1% | Added |
| Earnest Partners LLC | 1,033 | $62.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,020 | $62.0K | 0.00% | +1,020 | New |
| Column Capital Advisors, LLC | 1,050 | $63.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,039 | $63.0K | 0.01% | +165+18.9% | Added |
| Kings Point Capital Management | 1,067 | $64.0K | 0.01% | −9−0.8% | Reduced |
| West Paces Advisors Inc. | 1,060 | $64.0K | 0.02% | +93+9.6% | Added |
| Horan Securities, Inc. | 1,068 | $65.0K | 0.04% | +1,068 | New |