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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 4,410 | $266.0K | 0.17% | +1,036+30.7% | Added |
| Carroll Financial Associates, Inc. | 4,411 | $267.0K | 0.01% | −598−11.9% | Reduced |
| Petrus Trust Company, LTA | 4,424 | $267.0K | 0.03% | +4,424 | New |
| Wedmont Private Capital | 3,959 | $268.0K | 0.08% | +3,959 | New |
| Archford Capital Strategies, LLC | 4,454 | $269.0K | 0.06% | −521−10.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,461 | $269.0K | 0.06% | +49+1.1% | Added |
| Whitener Capital Management, Inc. | 4,485 | $270.0K | 0.10% | −685−13.2% | Reduced |
| Ascent Group, LLC | 4,267 | $270.0K | 0.03% | +4,267 | New |
| Proficio Capital Partners LLC | 4,488 | $271.0K | 0.04% | −579−11.4% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $271.0K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $271.0K | 0.18% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,490 | $271.0K | 0.08% | +4,490 | New |
| Gs Investments, Inc. | 4,499 | $272.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,519 | $272.0K | 0.04% | +4,519 | New |
| Geller Advisors LLC | 4,523 | $273.0K | 0.05% | −42−0.9% | Reduced |
| Stokes Family Office, LLC | 4,538 | $274.0K | 0.03% | +326+7.7% | Added |
| Waller Financial Planning Group, Inc | 4,542 | $274.0K | 0.07% | +602+15.3% | Added |
| G2 Capital Management, LLC | 4,558 | $275.0K | 0.10% | +4,558 | New |
| JT Stratford LLC | 4,579 | $277.0K | 0.08% | −1,215−21.0% | Reduced |
| Calton & Associates, Inc. | 4,592 | $277.0K | 0.07% | −893−16.3% | Reduced |
| Endurance Wealth Management, Inc. | 4,590 | $277.0K | 0.03% | −300−6.1% | Reduced |
| Allied Investment Advisors, LLC | 4,595 | $277.0K | 0.09% | 00.0% | Unchanged |
| Monument Capital Management | 4,633 | $280.0K | 0.09% | −7,986−63.3% | Reduced |
| Klingenstein Fields & Co LP | 4,644 | $280.0K | 0.01% | −538−10.4% | Reduced |
| Peoples Bank | 4,660 | $281.0K | 0.14% | −3,228−40.9% | Reduced |
| Humankind Investments LLC | 4,650 | $281.0K | 0.11% | +730+18.6% | Added |
| Summit Global Investments | 4,673 | $282.0K | 0.02% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,689 | $283.0K | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,688 | $283.0K | 0.02% | +4,688 | New |
| BOK Financial Private Wealth, Inc. | 4,702 | $284.0K | 0.02% | −1,532−24.6% | Reduced |
| Hyman Charles D | 4,711 | $284.0K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 4,700 | $284.0K | 0.04% | +300+6.8% | Added |
| Carolinas Wealth Consulting LLC | 4,719 | $285.0K | 0.06% | −643−12.0% | Reduced |
| Bard Financial Services, Inc. | 4,720 | $285.0K | 0.02% | +1,125+31.3% | Added |
| Childress Capital Advisors, LLC | 4,736 | $286.0K | 0.12% | −1,826−27.8% | Reduced |
| Lloyd Park, LLC | 4,740 | $286.0K | 0.23% | +4,740 | New |
| Harbour Investments, Inc. | 4,765 | $288.0K | 0.02% | −8,102−63.0% | Reduced |
| Hayek Kallen Investment Management | 4,762 | $288.0K | 0.10% | +609+14.7% | Added |
| First Citizens Financial Corp | 4,823 | $291.0K | 0.21% | −71−1.5% | Reduced |
| WealthShield Partners, LLC | 4,824 | $291.0K | 0.05% | +4,824 | New |
| First National Corp | 4,850 | $293.0K | 0.07% | −2,374−32.9% | Reduced |
| Oak Thistle LLC | 4,843 | $293.0K | 0.23% | +4,843 | New |
| Wade G W & Inc | 4,863 | $294.0K | 0.01% | −44−0.9% | Reduced |
| Trustcore Financial Services, LLC | 4,864 | $294.0K | 0.03% | +97+2.0% | Added |
| Violich Capital Management, Inc. | 4,890 | $295.0K | 0.04% | −50−1.0% | Reduced |
| Sage Mountain Advisors LLC | 4,892 | $295.0K | 0.04% | +608+14.2% | Added |
| SJS Investment Consulting Inc. | 4,885 | $295.0K | 0.09% | +4,885 | New |
| Confluence Wealth Services, Inc. | 4,914 | $296.0K | 0.10% | +4,914 | New |
| Sage Investment Advisers LLC | 4,906 | $296.0K | 0.38% | +4,906 | New |
| CFM Wealth Partners LLC | 4,738 | $299.0K | 0.07% | −100−2.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,973 | $300.0K | 0.08% | −235−4.5% | Reduced |
| First National Bank | 4,954 | $300.0K | 0.26% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,996 | $301.0K | 0.02% | +88+1.8% | Added |
| Value Partners Investments Inc. | 5,000 | $301.0K | 0.02% | +5,000 | New |
| AXS Investments LLC | 4,983 | $301.0K | 0.07% | +4,983 | New |
| Echo45 Advisors LLC | 4,978 | $301.0K | 0.24% | +4,978 | New |
| Harbor Advisors LLC | 5,000 | $302.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,006 | $302.0K | 0.01% | +1,791+55.7% | Added |
| Caption Management, LLC | 5,000 | $303.0K | 0.02% | −18,200−78.4% | Reduced |
| Leavell Investment Management, Inc. | 5,020 | $303.0K | 0.02% | −1,595−24.1% | Reduced |
| Gamble Jones Investment Counsel | 5,010 | $303.0K | 0.02% | 00.0% | Unchanged |
| Bell Rock Capital LLC | 4,764 | $303.0K | 0.22% | +4,764 | New |
| Nicolet Bankshares Inc | 5,031 | $304.0K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,041 | $304.0K | 0.05% | +35+0.7% | Added |
| Wagner Wealth Management, LLC | 5,030 | $304.0K | 0.23% | +10+0.2% | Added |
| Legacy Capital Partners, Inc. | 5,050 | $305.0K | 0.10% | +5,050 | New |
| Successful Portfolios LLC | 5,060 | $306.0K | 0.17% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,059 | $306.0K | 0.07% | +252+5.2% | Added |
| Essex Savings Bank | 5,064 | $306.0K | 0.10% | +400+8.6% | Added |
| Apeiron RIA LLC | 5,072 | $306.0K | 0.13% | +5,072 | New |
| Marcum Wealth, LLC | 5,081 | $307.0K | 0.04% | −1,839−26.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,077 | $307.0K | 0.03% | −407−7.4% | Reduced |
| Affinity Investment Advisors, LLC | 5,083 | $307.0K | 0.12% | +172+3.5% | Added |
| Measured Wealth Private Client Group, LLC | 5,077 | $307.0K | 0.11% | +202+4.1% | Added |
| Dynamic Advisor Solutions LLC | 5,097 | $308.0K | 0.02% | −84−1.6% | Reduced |
| X-Square Capital, LLC | 5,108 | $308.0K | 0.15% | +13+0.3% | Added |
| Roosevelt Investment Group LLC | 5,140 | $310.0K | 0.02% | +13+0.3% | Added |
| WBH Advisory Inc | 5,138 | $310.0K | 0.04% | +3+0.1% | Added |
| Clark Capital Management Group, Inc. | 5,130 | $310.0K | 0.00% | +7+0.1% | Added |
| HFG Advisors, Inc. | 5,156 | $311.0K | 0.35% | +5,156 | New |
| Compass Financial Advisors LLC | 5,150 | $311.0K | 0.34% | +5,150 | New |
| Great Valley Advisor Group, Inc. | 4,922 | $312.0K | 0.02% | −1,368−21.7% | Reduced |
| Lantz Financial LLC | 5,168 | $312.0K | 0.14% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,185 | $313.0K | 0.03% | +79+1.5% | Added |
| Golden State Wealth Management, LLC | 5,220 | $315.0K | 0.05% | −443−7.8% | Reduced |
| S. R. Schill & Associates | 5,216 | $315.0K | 0.13% | +5,216 | New |
| Ifrah Financial Services, Inc. | 5,228 | $316.0K | 0.08% | −43−0.8% | Reduced |
| Tarbox Family Office, Inc. | 5,233 | $316.0K | 0.05% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 5,256 | $317.0K | 0.26% | −266−4.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,290 | $319.0K | 0.10% | −99−1.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $319.0K | 0.18% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 5,288 | $319.0K | 0.11% | +39+0.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,304 | $320.0K | 0.10% | −373−6.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 5,305 | $320.0K | 0.01% | +5,305 | New |
| Mission Wealth Management, LP | 5,323 | $321.0K | 0.01% | −1,534−22.4% | Reduced |
| Apriem Advisors | 5,311 | $321.0K | 0.05% | −499−8.6% | Reduced |
| 1st Source Bank | 5,325 | $321.0K | 0.02% | +102+2.0% | Added |
| Manchester Capital Management LLC | 5,320 | $321.0K | 0.04% | +833+18.6% | Added |
| Eads & Heald Wealth Management | 5,337 | $322.0K | 0.14% | +1,365+34.4% | Added |
| Woodward Diversified Capital, LLC | 5,360 | $324.0K | 0.19% | −640−10.7% | Reduced |