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 |
|---|---|---|---|---|---|
| Prentice Wealth Management LLC | 7,171 | $436.0K | 0.20% | +14+0.2% | Added |
| Tiedemann Advisors, LLC | 7,242 | $438.0K | 0.02% | +46+0.6% | Added |
| IFP Advisors, Inc | 7,230 | $440.0K | 0.01% | −3,778−34.3% | Reduced |
| Aspen Investment Management Inc | 7,281 | $440.0K | 0.22% | −340−4.5% | Reduced |
| Fusion Capital, LLC | 7,278 | $440.0K | 0.22% | +4,321+146.1% | Added |
| Asset Dedication, LLC | 7,320 | $443.0K | 0.05% | −1,013−12.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,430 | $449.0K | 0.03% | +240+3.3% | Added |
| Washington Trust Advisors, Inc. | 7,435 | $449.0K | 0.03% | +7,435 | New |
| Burke & Herbert Bank & Trust Co | 7,470 | $451.0K | 0.26% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 7,492 | $452.0K | 0.03% | −4,625−38.2% | Reduced |
| Creative Financial Designs Inc | 7,487 | $452.0K | 0.07% | +1,378+22.6% | Added |
| DRW Securities, LLC | 7,519 | $454.0K | 0.04% | +7,519 | New |
| PVG Asset Management Corp | 7,526 | $454.5K | 1.66% | +7,526 | New |
| HYA Advisors, Inc | 7,548 | $456.0K | 0.16% | +793+11.7% | Added |
| Fulcrum Capital LLC | 7,614 | $460.0K | 0.10% | 00.0% | Unchanged |
| Cooper Financial Group | 7,632 | $461.0K | 0.17% | −100−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 7,666 | $462.9K | 0.12% | +1,463+23.6% | Added |
| InterOcean Capital Group, LLC | 7,664 | $463.0K | 0.02% | +373+5.1% | Added |
| Guyasuta Investment Advisors Inc | 7,690 | $464.0K | 0.03% | −10,835−58.5% | Reduced |
| Insight Advisors, LLC | 7,690 | $464.0K | 0.14% | −290−3.6% | Reduced |
| Vanguard Capital Wealth Advisors | 7,714 | $465.0K | 0.33% | −1,390−15.3% | Reduced |
| Eagle Global Advisors LLC | 7,719 | $466.0K | 0.03% | 00.0% | Unchanged |
| SP Asset Management | 7,026 | $468.0K | 0.05% | −132−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 7,807 | $469.0K | 0.04% | −218−2.7% | Reduced |
| Affiance Financial, LLC | 7,773 | $469.0K | 0.20% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,785 | $470.0K | 0.17% | −75−1.0% | Reduced |
| Waldron Private Wealth LLC | 7,808 | $471.0K | 0.02% | −359−4.4% | Reduced |
| Israel Discount Bank of New York | 7,810 | $471.0K | 0.29% | −230−2.9% | Reduced |
| Delta Asset Management LLC | 7,819 | $472.0K | 0.04% | +6,600+541.4% | Added |
| TruWealth Advisors, LLC | 7,833 | $473.0K | 0.05% | −705−8.3% | Reduced |
| Dorchester Wealth Management Co | 7,825 | $473.0K | 0.09% | −25−0.3% | Reduced |
| Wesbanco Bank Inc | 7,977 | $481.0K | 0.02% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 7,971 | $481.0K | 0.09% | +7,971 | New |
| Parkside Financial Bank & Trust | 7,994 | $483.0K | 0.12% | −986−11.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $483.0K | 0.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 8,048 | $486.0K | 0.29% | −178−2.2% | Reduced |
| Tdam USA Inc. | 8,091 | $489.0K | 0.03% | −408−4.8% | Reduced |
| Inscription Capital, LLC | 8,118 | $490.0K | 0.13% | −479−5.6% | Reduced |
| Prana Capital Management, LP | 8,133 | $491.0K | 0.04% | +8,133 | New |
| Narwhal Capital Management | 8,171 | $493.0K | 0.06% | −3,622−30.7% | Reduced |
| Quantamental Technologies LLC | 8,167 | $493.0K | 0.25% | +8,167 | New |
| Nwam LLC | 8,189 | $495.0K | 0.04% | −544−6.2% | Reduced |
| BSW Wealth Partners | 8,190 | $495.0K | 0.12% | +428+5.5% | Added |
| Jaffetilchin Investment Partners, LLC | 8,201 | $495.0K | 0.05% | +1,005+14.0% | Added |
| Change Path, LLC | 8,196 | $495.0K | 0.02% | +1,836+28.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,217 | $496.0K | 0.12% | −19,580−70.4% | Reduced |
| Parallel Advisors, LLC | 8,221 | $496.0K | 0.02% | −2,067−20.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,230 | $497.0K | 0.15% | −5,600−40.5% | Reduced |
| Allworth Financial LP | 8,235 | $497.0K | 0.01% | +238+3.0% | Added |
| NexWave Capital Partners LLC | 8,252 | $498.0K | 1.15% | +3,357+68.6% | Added |
| Boothbay Fund Management, LLC | 8,252 | $498.0K | 0.02% | +8,252 | New |
| TCTC Holdings, LLC | 8,289 | $501.0K | 0.02% | −6,764−44.9% | Reduced |
| HBK Investments L P | 8,288 | $501.0K | 0.01% | +8,288 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,322 | $502.0K | 0.10% | −802−8.8% | Reduced |
| Sippican Capital Advisors | 8,306 | $502.0K | 0.43% | +17+0.2% | Added |
| SRS Capital Advisors, Inc. | 8,362 | $505.0K | 0.06% | −1,738−17.2% | Reduced |
| Warther Private Wealth, LLC | 7,997 | $505.0K | 0.37% | +1,323+19.8% | Added |
| Xcel Wealth Management, LLC | 8,444 | $510.0K | 0.13% | +1,668+24.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,490 | $513.0K | 0.00% | −337,314−97.5% | Reduced |
| LCNB Corp | 8,539 | $516.0K | 0.24% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,760 | $516.0K | 0.04% | +646+9.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,597 | $519.0K | 0.02% | −52−0.6% | Reduced |
| Running Point Capital Advisors, LLC | 8,592 | $519.0K | 0.31% | +480+5.9% | Added |
| Court Place Advisors, LLC | 8,685 | $524.0K | 0.14% | +805+10.2% | Added |
| Jmac Enterprises LLC | 7,820 | $524.0K | 0.12% | +7,820 | New |
| Chemistry Wealth Management LLC | 8,686 | $525.0K | 0.44% | +8,686 | New |
| Next Level Private LLC | 8,686 | $525.0K | 0.44% | +8,686 | New |
| Wealth Alliance | 8,707 | $526.0K | 0.11% | −585−6.3% | Reduced |
| First National Bank of Omaha | 8,746 | $528.0K | 0.03% | +2,040+30.4% | Added |
| Northwest Bancshares, Inc. | 8,746 | $529.0K | 0.10% | −990−10.2% | Reduced |
| Ironwood Investment Management LLC | 8,821 | $533.0K | 0.26% | −400−4.3% | Reduced |
| Seelaus Asset Management LLC | 8,866 | $535.0K | 0.29% | −2,150−19.5% | Reduced |
| Herold Advisors, Inc. | 8,861 | $535.0K | 0.21% | −385−4.2% | Reduced |
| US Asset Management LLC | 8,931 | $539.0K | 0.52% | −8−0.1% | Reduced |
| Keebeck Alpha, LP | 8,929 | $539.0K | 0.20% | +3,306+58.8% | Added |
| Dumont & Blake Investment Advisors LLC | 9,012 | $544.0K | 0.14% | −40−0.4% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 9,000 | $544.0K | 0.20% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 9,020 | $545.0K | 0.31% | +1,070+13.5% | Added |
| Silverlake Wealth Management LLC | 9,073 | $547.9K | 0.29% | +9,073 | New |
| Johnson Investment Counsel Inc | 9,073 | $548.0K | 0.01% | +1,855+25.7% | Added |
| IFG Advisors, LLC | 9,088 | $549.0K | 0.23% | −12−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,094 | $549.0K | 0.07% | +736+8.8% | Added |
| Ethic Inc. | 9,118 | $551.0K | 0.04% | −553−5.7% | Reduced |
| First City Capital Management, Inc. | 8,340 | $551.0K | 0.31% | +266+3.3% | Added |
| Hodges Capital Management Inc. | 9,147 | $552.0K | 0.04% | −62−0.7% | Reduced |
| Meristem Family Wealth, LLC | 9,145 | $552.0K | 0.05% | +3,808+71.4% | Added |
| FourThought Financial, LLC | 9,167 | $554.0K | 0.07% | −630−6.4% | Reduced |
| Quantinno Capital Management LP | 9,178 | $554.0K | 0.10% | +6,141+202.2% | Added |
| Edgestream Partners, L.P. | 9,178 | $554.0K | 0.03% | +6,283+217.0% | Added |
| Prospera Financial Services Inc | 9,170 | $555.0K | 0.02% | +231+2.6% | Added |
| Personal Cfo Solutions, LLC | 9,244 | $558.0K | 0.10% | −111−1.2% | Reduced |
| VeraBank, N.A. | 9,408 | $568.0K | 0.29% | −1,419−13.1% | Reduced |
| Clearstead Advisors, LLC | 9,424 | $569.0K | 0.04% | −1,013−9.7% | Reduced |
| Sequoia Financial Advisors, LLC | 9,420 | $569.0K | 0.02% | +9,420 | New |
| Founders Financial Alliance, LLC | 9,492 | $573.0K | 0.23% | −338−3.4% | Reduced |
| 9258 Wealth Management, LLC | 9,509 | $574.0K | 0.13% | −594−5.9% | Reduced |
| Icon Wealth Partners, LLC | 9,531 | $576.0K | 0.06% | −5,040−34.6% | Reduced |
| KCM Investment Advisors LLC | 9,545 | $576.0K | 0.02% | +45+0.5% | Added |
| Bridgefront Capital, LLC | 9,541 | $576.0K | 0.56% | +1,652+20.9% | Added |
| Wealthspire Advisors, LLC | 9,551 | $577.0K | 0.01% | −5,388−36.1% | Reduced |