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 |
|---|---|---|---|---|---|
| Brave Asset Management Inc | 5,388 | $325.0K | 0.09% | −44−0.8% | Reduced |
| Csenge Advisory Group | 4,581 | $325.0K | 0.03% | +345+8.1% | Added |
| Reliant Investment Management, LLC | 5,415 | $327.0K | 0.13% | 00.0% | Unchanged |
| Select Asset Management & Trust | 5,453 | $329.0K | 0.22% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,457 | $330.0K | 0.16% | +24+0.4% | Added |
| Equitable Trust Co | 5,468 | $331.0K | 0.02% | +60+1.1% | Added |
| Evoke Wealth, LLC | 5,485 | $331.0K | 0.01% | +675+14.0% | Added |
| HighTower Trust Services, LTA | 5,477 | $331.0K | 0.03% | +5,477 | New |
| Integrity Financial Corp | 5,483 | $331.0K | 0.25% | +5,483 | New |
| Welch Group, LLC | 5,492 | $332.0K | 0.02% | −9−0.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,495 | $332.0K | 0.07% | +620+12.7% | Added |
| Aquatic Capital Management LLC | 5,500 | $332.0K | 0.64% | +5,500 | New |
| Brewin Dolphin Wealth Management Ltd | 5,510 | $333.0K | 0.04% | 00.0% | Unchanged |
| DDD Partners, LLC | 5,533 | $334.0K | 0.05% | +5,533 | New |
| Shelton Wealth Management, LLC | 5,563 | $336.0K | 0.26% | +5,563 | New |
| Keel Point, LLC | 5,588 | $337.0K | 0.05% | +1,163+26.3% | Added |
| Griffin Asset Management, Inc. | 5,607 | $339.0K | 0.04% | +1,827+48.3% | Added |
| Periscope Capital Inc. | 5,638 | $341.0K | 0.01% | +5,638 | New |
| CenterStar Asset Management, LLC | – | $345.0K | 0.26% | – | – |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $346.0K | 0.01% | 00.0% | Unchanged |
| Family Legacy, Inc. | 5,179 | $348.0K | 0.14% | +688+15.3% | Added |
| SlateStone Wealth, LLC | 5,779 | $349.0K | 0.07% | −411−6.6% | Reduced |
| Mather Group, LLC. | 5,801 | $350.0K | 0.01% | +50+0.9% | Added |
| Hunter Perkins Capital Management, LLC | 5,815 | $351.0K | 0.07% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,818 | $351.0K | 0.37% | +5,818 | New |
| Angeles Investment Advisors, LLC | 5,828 | $352.0K | 0.02% | +470+8.8% | Added |
| Evergreen Capital Management LLC | 5,850 | $353.0K | 0.01% | −612−9.5% | Reduced |
| Private Portfolio Partners LLC | 5,903 | $356.5K | 0.09% | +5,903 | New |
| TCI Wealth Advisors, Inc. | 5,915 | $357.0K | 0.05% | −702−10.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,923 | $358.0K | 0.15% | +1,243+26.6% | Added |
| DC Investments Management, LLC | 5,965 | $360.0K | 0.51% | +5,965 | New |
| NewEdge Wealth, LLC | 5,979 | $361.0K | 0.02% | −1,425−19.2% | Reduced |
| Capital Square, LLC | 5,746 | $361.0K | 0.25% | −1,148−16.7% | Reduced |
| Grandview Asset Management LLC | 5,980 | $361.0K | 0.15% | +5,980 | New |
| Hancock Whitney Investment Services Inc. | 6,037 | $363.0K | 0.06% | +6,037 | New |
| Private Capital Management LLC | 6,036 | $365.0K | 0.13% | −843−12.3% | Reduced |
| Laidlaw Wealth Management LLC | 6,039 | $365.0K | 0.06% | +6,039 | New |
| Fundamentun, LLC | 6,062 | $366.0K | 0.06% | −387−6.0% | Reduced |
| Arete Wealth Advisors, LLC | 6,667 | $366.0K | 0.03% | +441+7.1% | Added |
| Avidian Wealth Solutions, LLC | 6,053 | $366.0K | 0.02% | +6,053 | New |
| Rehmann Capital Advisory Group | 6,062 | $366.1K | 0.03% | +493+8.9% | Added |
| Intrua Financial, LLC | 6,073 | $367.0K | 0.06% | +1,119+22.6% | Added |
| Richwood Investment Advisors, LLC | 6,075 | $367.0K | 0.32% | +6,075 | New |
| Almanack Investment Partners, LLC. | 6,096 | $368.0K | 0.03% | −1,738−22.2% | Reduced |
| Minot Wealth Management LLC | 6,100 | $368.0K | 0.07% | −9−0.1% | Reduced |
| First Midwest Bank Trust Division | 6,107 | $369.0K | 0.05% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 6,124 | $370.0K | 0.05% | −430−6.6% | Reduced |
| DMG Group, LLC | 5,769 | $370.0K | 0.32% | +5,769 | New |
| Personal Capital Advisors Corp | 6,184 | $372.0K | 0.00% | −10.0% | Reduced |
| Pictet Bank & Trust Ltd | 6,165 | $372.0K | 0.19% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,180 | $373.0K | 0.06% | −468−7.0% | Reduced |
| Aurora Private Wealth, Inc. | 6,202 | $375.0K | 0.16% | +23+0.4% | Added |
| BT Wealth Management LLC | 6,210 | $375.0K | 0.10% | +6,210 | New |
| Quadrant Capital Group LLC | 6,242 | $377.0K | 0.04% | −1,275−17.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,244 | $377.0K | 0.34% | +6,244 | New |
| Bulltick Wealth Management, LLC | 6,252 | $377.6K | 0.08% | +3,093+97.9% | Added |
| Stephenson National Bank & Trust | 6,265 | $378.0K | 0.22% | +364+6.2% | Added |
| MMBG Investment Advisors Co. | 6,260 | $378.0K | 0.04% | +6,260 | New |
| MSH Capital Advisors LLC | 6,275 | $379.0K | 0.17% | +6,275 | New |
| K.J. Harrison & Partners Inc | 6,277 | $380.0K | 0.05% | +850+15.7% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $380.5K | 0.10% | −800−11.3% | Reduced |
| Flputnam Investment Management Co | 6,323 | $382.0K | 0.01% | −42,542−87.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,334 | $382.0K | 0.04% | −197−3.0% | Reduced |
| Brighton Jones LLC | 6,354 | $384.0K | 0.02% | +837+15.2% | Added |
| Summit Financial, LLC | 6,405 | $386.8K | 0.03% | +2,652+70.7% | Added |
| Atlantic Trust, LLC | 6,405 | $387.0K | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,411 | $387.0K | 0.10% | +46+0.7% | Added |
| EPG Wealth Management LLC | 6,408 | $387.0K | 0.14% | +431+7.2% | Added |
| Financial Counselors Inc | 6,429 | $388.0K | 0.01% | +888+16.0% | Added |
| Mosaic Family Wealth, LLC | 6,446 | $389.0K | 0.10% | +412+6.8% | Added |
| Stock Yards Bank & Trust Co | 6,466 | $390.0K | 0.02% | +3,054+89.5% | Added |
| GeoWealth Management, LLC | 6,511 | $394.0K | 0.03% | +145+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 6,518 | $394.0K | 0.00% | +6,518 | New |
| RDA Financial Network | 6,553 | $396.0K | 0.16% | +310+5.0% | Added |
| Blueshift Asset Management, LLC | 6,553 | $396.0K | 0.03% | +1,708+35.3% | Added |
| Cladis Investment Advisory, LLC | 6,606 | $398.9K | 0.32% | +6,606 | New |
| Altfest L J & Co Inc | 6,610 | $399.0K | 0.08% | −1,176−15.1% | Reduced |
| Alpha Omega Wealth Management LLC | 5,885 | $399.0K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,603 | $399.0K | 0.06% | +1,653+33.4% | Added |
| Neo Ivy Capital Management | 6,609 | $399.0K | 0.57% | +6,609 | New |
| Keudell/Morrison Wealth Management | 6,639 | $401.0K | 0.16% | −57−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 6,642 | $401.0K | 0.03% | +6,642 | New |
| Exencial Wealth Advisors, LLC | 6,692 | $404.0K | 0.02% | +1,258+23.2% | Added |
| Family Management Corp | 6,720 | $406.0K | 0.11% | +6,720 | New |
| Gitterman Wealth Management, LLC | 6,745 | $407.0K | 0.30% | +3,183+89.4% | Added |
| Summit Trail Advisors, LLC | 6,769 | $409.0K | 0.03% | −524−7.2% | Reduced |
| Quattro Financial Advisors LLC | 6,782 | $410.0K | 0.14% | −39,183−85.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,822 | $412.0K | 0.06% | +586+9.4% | Added |
| State of Wyoming | 6,863 | $414.0K | 0.19% | −273−3.8% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,867 | $415.0K | 0.07% | +271+4.1% | Added |
| Mutual Advisors, LLC | 6,892 | $416.0K | 0.02% | −5−0.1% | Reduced |
| Denali Advisors LLC | 6,900 | $417.0K | 0.16% | +1,500+27.8% | Added |
| IHT Wealth Management, LLC | 6,956 | $420.0K | 0.03% | −337−4.6% | Reduced |
| Associated Banc-Corp | 6,963 | $420.0K | 0.02% | −23−0.3% | Reduced |
| Waterfront Wealth Inc. | 7,012 | $423.0K | 0.17% | +563+8.7% | Added |
| Investmark Advisory Group LLC | 7,088 | $428.0K | 0.40% | +7,088 | New |
| Strategic Wealth Partners, Ltd. | 7,116 | $430.0K | 0.08% | −30,466−81.1% | Reduced |
| Perritt Capital Management Inc | 7,148 | $432.0K | 0.22% | −910−11.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,201 | $434.0K | 0.23% | +115+1.6% | Added |
| Calamos Wealth Management LLC | 7,219 | $436.0K | 0.03% | −4,117−36.3% | Reduced |