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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 3,428 | $207.0K | 0.15% | +214+6.7% | Added |
| Oak Harbor Wealth Partners, LLC | 3,450 | $208.0K | 0.07% | +3,450 | New |
| Beirne Wealth Consulting Services, LLC | 3,476 | $210.0K | 0.11% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,475 | $210.0K | 0.03% | +41+1.2% | Added |
| United Maritime Capital LLC | 3,479 | $210.0K | 0.24% | +3,479 | New |
| Resource Management, LLC | 3,491 | $211.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,489 | $211.0K | 0.04% | +149+4.5% | Added |
| Valmark Advisers, Inc. | 3,499 | $211.0K | 0.00% | +3,499 | New |
| Eagle Harbor Asset Management Inc | 3,502 | $211.5K | 0.28% | +3,502 | New |
| Millennium Capital Advisors, LLC | 3,505 | $211.6K | 0.16% | +3,505 | New |
| CWA Asset Management Group, LLC | 3,509 | $212.0K | 0.02% | −73−2.0% | Reduced |
| Legacy Financial Advisors, Inc. | 3,525 | $213.0K | 0.05% | −433−10.9% | Reduced |
| David Loasby | 3,548 | $214.0K | 0.03% | −36−1.0% | Reduced |
| Baystate Wealth Management LLC | 3,536 | $214.0K | 0.02% | +2,130+151.5% | Added |
| Full Sail Capital, LLC | 3,345 | $214.0K | 0.02% | +3,345 | New |
| Zullo Investment Group, Inc. | 3,539 | $214.0K | 0.11% | +3,539 | New |
| Greenspring Advisors, LLC | 3,558 | $215.0K | 0.06% | +3,558 | New |
| FLC Capital Advisors | 3,581 | $216.0K | 0.06% | −1,853−34.1% | Reduced |
| Camelot Portfolios, LLC | 3,585 | $216.0K | 0.09% | +700+24.3% | Added |
| L2 Asset Management, LLC | 3,582 | $216.0K | 0.15% | +3,582 | New |
| Deuterium Capital Management, LLC | 3,577 | $216.0K | 0.32% | +3,577 | New |
| Keystone Financial Services | 3,591 | $217.0K | 0.11% | +3,591 | New |
| Paradigm Financial Partners, LLC | 3,620 | $219.0K | 0.05% | +66+1.9% | Added |
| CoreCap Advisors, LLC | 3,633 | $219.0K | 0.01% | +3,633 | New |
| Arkadios Wealth Advisors | 3,636 | $220.0K | 0.03% | −1,106−23.3% | Reduced |
| Gables Capital Management Inc. | 3,650 | $220.0K | 0.13% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,297 | $220.0K | 0.02% | −16−0.5% | Reduced |
| SFMG, LLC | 3,646 | $220.0K | 0.02% | +3,646 | New |
| Sightline Wealth Advisors, LLC | 3,581 | $221.0K | 0.20% | +28+0.8% | Added |
| Simplex Trading, LLC | 3,690 | $222.0K | 0.01% | −218,237−98.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,670 | $222.0K | 0.03% | −48−1.3% | Reduced |
| Gray Wealth Management Inc. | 3,685 | $223.0K | 0.11% | +682+22.7% | Added |
| Flynn Zito Capital Management, LLC | 3,720 | $224.0K | 0.19% | +3,720 | New |
| Abbrea Capital, LLC | 3,759 | $227.0K | 0.03% | −1,240−24.8% | Reduced |
| Pluribus Labs, LLC | 3,751 | $227.0K | 0.24% | +3,751 | New |
| First Dallas Securities Inc. | 3,775 | $228.0K | 0.15% | −200−5.0% | Reduced |
| Bridgewater Advisors Inc. | 3,786 | $229.0K | 0.05% | −733−16.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,798 | $229.0K | 0.13% | +3,798 | New |
| Emfo, LLC | 3,800 | $229.0K | 0.20% | +3,800 | New |
| 626 Financial, LLC | 3,795 | $229.0K | 0.14% | +3,795 | New |
| Halbert Hargrove Global Advisors, LLC | 3,809 | $230.0K | 0.01% | −375−9.0% | Reduced |
| Highland Private Wealth Management | 3,810 | $230.0K | 0.03% | −232−5.7% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 3,295 | $231.0K | 0.20% | +3,295 | New |
| Core Alternative Capital | 3,839 | $232.0K | 0.05% | +3,839 | New |
| West Chester Capital Advisors, Inc | 3,855 | $233.0K | 0.16% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,886 | $234.0K | 0.01% | −24,293−86.2% | Reduced |
| RSM US Wealth Management LLC | 3,867 | $234.0K | 0.01% | −8−0.2% | Reduced |
| Pinnacle Private Wealth, LLC | 3,873 | $234.0K | 0.07% | +3,873 | New |
| Costello Asset Management, INC | 3,918 | $237.0K | 0.14% | −442−10.1% | Reduced |
| Red Door Wealth Management, LLC | 3,931 | $237.0K | 0.08% | +436+12.5% | Added |
| First Nebraska Trust Co | 3,940 | $237.9K | 0.03% | +11+0.3% | Added |
| First Foundation Advisors | 3,948 | $238.0K | 0.01% | −2,693−40.6% | Reduced |
| Mark Stevens | 3,951 | $238.0K | 0.02% | −175−4.2% | Reduced |
| Platform Technology Partners | 3,943 | $238.0K | 0.10% | −120−3.0% | Reduced |
| Bahl & Gaynor Inc | 3,945 | $238.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,938 | $238.0K | 0.08% | +250+6.8% | Added |
| Cornerstone Advisory, LLC | 3,948 | $238.0K | 0.03% | +3,948 | New |
| Pavion Blue Capital, LLC | 3,957 | $239.0K | 0.14% | +36+0.9% | Added |
| Telemus Capital, LLC | 3,959 | $239.0K | 0.02% | +79+2.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 3,982 | $240.0K | 0.08% | −8,024−66.8% | Reduced |
| Trustco Bank Corp N Y | 3,988 | $240.0K | 0.21% | −150−3.6% | Reduced |
| Graypoint LLC | 3,995 | $241.0K | 0.03% | −283−6.6% | Reduced |
| Stillwater Capital Advisors, LLC | 4,015 | $242.0K | 0.04% | −750−15.7% | Reduced |
| Atwood & Palmer Inc | 4,000 | $242.0K | 0.02% | −82−2.0% | Reduced |
| Autumn Glory Partners, LLC | 4,000 | $242.0K | 0.10% | +4,000 | New |
| Check Capital Management Inc | 4,048 | $244.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 4,049 | $245.0K | 0.28% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 4,058 | $245.0K | 0.02% | +140+3.6% | Added |
| Capital Investment Advisory Services, LLC | 4,060 | $245.0K | 0.03% | +4,060 | New |
| Warren Averett Asset Management, LLC | 3,663 | $246.0K | 0.02% | −3,805−51.0% | Reduced |
| CMG Global Holdings, LLC | 4,075 | $246.0K | 0.16% | +26+0.6% | Added |
| Gilbert & Cook, Inc. | 4,069 | $246.0K | 0.04% | +364+9.8% | Added |
| CPWM, LLC | 3,519 | $247.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,113 | $248.0K | 0.05% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,108 | $248.0K | 0.11% | 00.0% | Unchanged |
| Alerus Financial NA | 4,118 | $249.0K | 0.02% | +4,118 | New |
| Resource Consulting Group Inc | 4,140 | $250.0K | 0.09% | +4,140 | New |
| Zions Bancorporation, N.A. | 4,156 | $251.0K | 0.02% | −37−0.9% | Reduced |
| Beaton Management Co. Inc. | 4,162 | $251.0K | 0.15% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,979 | $251.0K | 0.07% | +1,136+40.0% | Added |
| Blue Fin Capital, Inc. | 4,167 | $251.0K | 0.07% | +4,167 | New |
| LVZ Advisors, Inc. | 4,173 | $252.0K | 0.03% | +326+8.5% | Added |
| WMS Partners, LLC | 4,181 | $252.0K | 0.05% | +1,328+46.5% | Added |
| Sather Financial Group Inc | 4,200 | $254.0K | 0.02% | −1,100−20.8% | Reduced |
| Alphasimplex Group, LLC | 4,212 | $254.0K | 0.43% | −869−17.1% | Reduced |
| Annandale Capital, LLC | 4,207 | $254.0K | 0.11% | +4,207 | New |
| Walleye Capital LLC | 4,241 | $256.0K | 0.01% | −20,674−83.0% | Reduced |
| Park National Corp | 4,242 | $256.0K | 0.01% | +362+9.3% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $256.0K | 0.01% | +2,361+125.8% | Added |
| Lafayette Investments, Inc. | 4,261 | $257.0K | 0.06% | +500+13.3% | Added |
| Montis Financial, LLC | 4,267 | $258.0K | 0.19% | +4,267 | New |
| CX Institutional | 4,283 | $259.0K | 0.02% | −1,330−23.7% | Reduced |
| Meridian Wealth Advisors, LLC | 4,311 | $260.0K | 0.06% | −38−0.9% | Reduced |
| Cottage Street Advisors LLC | 4,335 | $262.0K | 0.15% | +20.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4,348 | $262.6K | 0.00% | +1,649+61.1% | Added |
| Bartlett & Co. LLC | 4,348 | $263.0K | 0.00% | +1,649+61.1% | Added |
| Brown Brothers Harriman & Co | 4,367 | $264.0K | 0.00% | +1,263+40.7% | Added |
| XR Securities LLC | 4,367 | $264.0K | 0.03% | +4,367 | New |
| Quent Capital, LLC | 4,365 | $264.0K | 0.06% | +4,365 | New |
| E Fund Management Co., Ltd. | 4,386 | $265.0K | 0.01% | −8−0.2% | Reduced |