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 |
|---|---|---|---|---|---|
| City State Bank | 1,089 | $66.0K | 0.04% | +1,089 | New |
| Tyler-Stone Wealth Management | 1,092 | $66.0K | 0.04% | +1,092 | New |
| Ahrens Investment Partners LLC | 1,128 | $68.0K | 0.03% | +1,128 | New |
| Tilia Fiduciary Partners, Inc. | 1,126 | $68.0K | 0.05% | +1,126 | New |
| Monetary Management Group Inc | 1,145 | $69.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,140 | $69.0K | 0.01% | +1,140 | New |
| AllSquare Wealth Management LLC | 1,167 | $70.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,161 | $70.1K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 1,174 | $71.0K | 0.04% | +1,174 | New |
| Rocky Mountain Advisers, LLC | 1,200 | $72.0K | 0.08% | +500+71.4% | Added |
| SOA Wealth Advisors, LLC. | 1,232 | $74.0K | 0.02% | −286−18.8% | Reduced |
| Crewe Advisors LLC | 1,220 | $74.0K | 0.02% | +1,220 | New |
| Hartford Financial Management Inc. | 1,241 | $75.0K | 0.02% | −3,524−74.0% | Reduced |
| Optimum Investment Advisors | 1,250 | $75.0K | 0.03% | −383−23.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,240 | $75.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,264 | $76.0K | 0.05% | +49+4.0% | Added |
| Investment Research & Advisory Group, Inc. | 1,268 | $77.0K | 0.05% | +702+124.0% | Added |
| MBM Wealth Consultants, LLC | 1,297 | $78.0K | 0.03% | −4,997−79.4% | Reduced |
| Clearview Wealth Advisors LLC | 1,318 | $80.0K | 0.05% | −94−6.7% | Reduced |
| TSFG, LLC | 1,327 | $80.0K | 0.03% | +3+0.2% | Added |
| Avion Wealth | 1,362 | $82.0K | 0.02% | +11+0.8% | Added |
| Duncker Streett & Co Inc | 1,368 | $83.0K | 0.01% | −347−20.2% | Reduced |
| Peoples Financial Services Corp. | 1,386 | $84.0K | 0.03% | −100−6.7% | Reduced |
| Financial Avengers, Inc. | 1,403 | $85.0K | 0.05% | −204−12.7% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $89.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,535 | $92.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,557 | $94.0K | 0.01% | +82+5.6% | Added |
| Covestor Ltd | 1,577 | $95.0K | 0.13% | +1,577 | New |
| PFS Partners, LLC | 1,628 | $98.3K | 0.07% | +1,628 | New |
| Simon Quick Advisors, LLC | 1,661 | $100.0K | 0.03% | −10,070−85.8% | Reduced |
| CKW Financial Group | 1,700 | $100.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,668 | $101.0K | 0.01% | +16+1.0% | Added |
| First Command Financial Services, Inc. | 1,708 | $103.0K | 0.02% | −625−26.8% | Reduced |
| Financial Management Professionals, Inc. | 1,745 | $105.0K | 0.02% | −152−8.0% | Reduced |
| Glassman Wealth Services | 1,776 | $107.0K | 0.02% | +107+6.4% | Added |
| Fieldpoint Private Securities, LLC | 1,798 | $109.0K | 0.02% | +390+27.7% | Added |
| Carmichael Hill & Associates, Inc. | 1,856 | $112.0K | 0.06% | +7+0.4% | Added |
| Future Financial Wealth Managment LLC | 1,775 | $112.0K | 0.09% | +1,775 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,875 | $113.0K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,893 | $114.0K | 0.00% | +891+88.9% | Added |
| Sargent Bickham Lagudis LLC | 1,910 | $115.0K | 0.01% | −192−9.1% | Reduced |
| Smithfield Trust Co | 1,912 | $115.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 1,910 | $115.0K | 0.05% | +1,910 | New |
| Rock Creek Group, LP | 1,915 | $116.0K | 0.02% | +36+1.9% | Added |
| JFS Wealth Advisors, LLC | 1,916 | $116.0K | 0.01% | +230+13.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,974 | $119.0K | 0.00% | −36,440−94.9% | Reduced |
| CNB Bank | 1,979 | $120.0K | 0.07% | −215−9.8% | Reduced |
| Union Investments & Development Ltd. | 2,000 | $121.0K | 0.04% | +2,000 | New |
| Hexagon Capital Partners LLC | 2,036 | $123.0K | 0.03% | +50+2.5% | Added |
| Kozak & Associates, Inc. | 2,268 | $124.0K | 0.08% | +1,504+196.9% | Added |
| Prestige Wealth Management Group LLC | 2,066 | $125.0K | 0.03% | −8−0.4% | Reduced |
| Sierra Capital LLC | 2,074 | $125.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,110 | $127.0K | 0.04% | +2,110 | New |
| Widmann Financial Services, Inc. | 2,123 | $128.0K | 0.11% | +2,123 | New |
| Highlander Capital Management, LLC | 2,130 | $129.0K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,106 | $132.0K | 0.09% | −487−18.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,179 | $132.0K | 0.06% | +1,512+226.7% | Added |
| City Holding Co | 2,284 | $135.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 2,274 | $138.0K | 0.01% | −2,690−54.2% | Reduced |
| Reilly Financial Advisors, LLC | 2,289 | $138.0K | 0.01% | +917+66.8% | Added |
| Silvant Capital Management LLC | 2,386 | $144.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 2,400 | $145.0K | 0.11% | −2,000−45.5% | Reduced |
| Benjamin Edwards Inc | 2,406 | $145.0K | 0.05% | +2,017+518.5% | Added |
| West Branch Capital LLC | 2,420 | $146.0K | 0.06% | −70−2.8% | Reduced |
| Fortis Advisors, LLC | 2,423 | $146.0K | 0.08% | 00.0% | Unchanged |
| AGF Investments LLC | 2,433 | $147.0K | 0.01% | +2,433 | New |
| Sugarloaf Wealth Management, LLC | 2,472 | $149.0K | 0.04% | −50−2.0% | Reduced |
| Montag A & Associates Inc | 2,464 | $149.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,474 | $150.0K | 0.05% | +2,474 | New |
| Commons Capital, LLC | 2,505 | $151.0K | 0.15% | +2,505 | New |
| Fortitude Advisory Group L.L.C. | 2,564 | $154.0K | 0.08% | +2,564 | New |
| Crescent Capital Consulting, LLC | 2,600 | $156.0K | 0.03% | +400+18.2% | Added |
| MV Capital Management, Inc. | 2,599 | $157.0K | 0.02% | −389−13.0% | Reduced |
| Adirondack Trust Co | 2,625 | $158.0K | 0.08% | −10−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,678 | $162.0K | 0.05% | +2,678 | New |
| First Command Bank | 2,333 | $164.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,726 | $164.6K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 2,746 | $166.0K | 0.08% | −23−0.8% | Reduced |
| Centerpoint Advisors, LLC | 2,744 | $166.0K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,768 | $167.0K | 0.08% | −2−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $172.0K | 0.00% | −108−3.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,875 | $174.0K | 0.00% | −1,382−32.5% | Reduced |
| Amplius Wealth Advisors, LLC | 2,989 | $180.0K | 0.02% | +2,989 | New |
| Oakworth Capital, Inc. | 3,024 | $182.0K | 0.02% | −155−4.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,143 | $189.8K | 0.06% | +234+8.0% | Added |
| Private Capital Group, LLC | 3,199 | $193.0K | 0.04% | −710−18.2% | Reduced |
| Ayalon Holdings Ltd. | 3,200 | $193.0K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,189 | $193.0K | 0.08% | −30−0.9% | Reduced |
| First National Bank of South Miami | 3,274 | $198.0K | 0.12% | +703+27.3% | Added |
| Pallas Capital Advisors LLC | 3,164 | $200.0K | 0.02% | −335−9.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,339 | $202.0K | 0.05% | +50+1.5% | Added |
| Rosenberg Matthew Hamilton | 3,360 | $203.0K | 0.07% | −29−0.9% | Reduced |
| Beta Wealth Group, Inc. | 2,900 | $203.0K | 0.15% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,370 | $204.0K | 0.14% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,371 | $204.0K | 0.04% | +22+0.7% | Added |
| V Wealth Advisors LLC | 3,376 | $204.0K | 0.03% | +3,376 | New |
| RNC Capital Management LLC | 3,388 | $205.0K | 0.01% | −958−22.0% | Reduced |
| NCM Capital Management, LLC | 3,399 | $205.0K | 0.18% | +3,399 | New |
| IFG Advisory, LLC | 3,422 | $206.0K | 0.02% | +190+5.9% | Added |
| Paragon Private Wealth Management, LLC | 3,411 | $206.0K | 0.18% | +3,411 | New |