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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 9,601 | $579.0K | 0.02% | −10,809−53.0% | Reduced |
| Seeyond | 9,614 | $580.0K | 0.05% | −116−1.2% | Reduced |
| Trust Co of Vermont | 9,603 | $580.0K | 0.04% | +1,316+15.9% | Added |
| Investors Asset Management of Georgia Inc | 9,617 | $581.0K | 0.28% | +125+1.3% | Added |
| Harbor Investment Advisory, LLC | 9,636 | $582.0K | 0.07% | −280−2.8% | Reduced |
| Citizens Business Bank | 9,637 | $582.0K | 0.07% | +1,534+18.9% | Added |
| Proequities, Inc. | 9,653 | $583.0K | 0.03% | +1,090+12.7% | Added |
| Transform Wealth, LLC | 9,708 | $586.0K | 0.06% | −110,467−91.9% | Reduced |
| 180 Wealth Advisors, LLC | 9,259 | $586.0K | 0.13% | −696−7.0% | Reduced |
| Chiron Capital Management, LLC | 9,707 | $586.0K | 0.42% | +9,707 | New |
| WESCAP Management Group, Inc. | 9,778 | $590.0K | 0.16% | −1,773−15.3% | Reduced |
| Atlas Brown,Inc. | 9,762 | $590.0K | 0.23% | +4,234+76.6% | Added |
| Round Hill Asset Management | 9,822 | $593.0K | 0.30% | −190−1.9% | Reduced |
| TRUE Private Wealth Advisors | 9,833 | $593.0K | 0.08% | +583+6.3% | Added |
| Twin Focus Capital Partners, LLC | 9,893 | $597.0K | 0.12% | +2,300+30.3% | Added |
| NEXT Financial Group, Inc | 9,906 | $598.0K | 0.04% | −1,277−11.4% | Reduced |
| Interchange Capital Partners, LLC | 9,925 | $599.0K | 0.60% | +9,925 | New |
| Aft, Forsyth & Company, Inc. | 9,936 | $600.0K | 0.31% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,943 | $600.0K | 0.02% | +5,255+112.1% | Added |
| Second Curve Capital LLC | 10,000 | $604.0K | 0.65% | +10,000 | New |
| Retirement Planning Co of New England, Inc. | 10,007 | $604.0K | 0.29% | +10,007 | New |
| Ancora Advisors, LLC | 10,026 | $605.0K | 0.01% | +51+0.5% | Added |
| TrinityPoint Wealth, LLC | 10,042 | $606.0K | 0.11% | −990−9.0% | Reduced |
| Journey Strategic Wealth LLC | 10,094 | $610.0K | 0.06% | +10,094 | New |
| Bowling Portfolio Management LLC | 10,120 | $611.0K | 0.13% | −121−1.2% | Reduced |
| Vicus Capital | 9,196 | $611.0K | 0.06% | +9,196 | New |
| AlphaStar Capital Management, LLC | 9,159 | $613.0K | 0.05% | −33,866−78.7% | Reduced |
| Lindbrook Capital, LLC | 10,315 | $623.0K | 0.09% | +7,913+329.4% | Added |
| Orion Capital Management LLC | 10,330 | $624.0K | 0.35% | +550+5.6% | Added |
| Mechanics Financial Corp | 10,374 | $626.0K | 0.30% | +10,374 | New |
| Asahi Life Asset Management Co., Ltd. | 10,390 | $627.0K | 0.08% | −15,224−59.4% | Reduced |
| Fort Sheridan Advisors LLC | 10,401 | $628.0K | 0.18% | +40.0% | Added |
| Valley Brook Capital Group | 10,452 | $631.0K | 0.54% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 10,441 | $631.0K | 0.08% | +82+0.8% | Added |
| Hartline Investment Corp | 10,471 | $632.0K | 0.09% | −2,140−17.0% | Reduced |
| Abeille Asset Management SA | 10,472 | $632.0K | 0.15% | +10,472 | New |
| Investors Research Corp | 10,503 | $634.0K | 0.19% | −50.0% | Reduced |
| CAPROCK Group, Inc. | 10,502 | $634.0K | 0.05% | +10,502 | New |
| Baxter Bros Inc | 10,559 | $638.0K | 0.09% | −1,104−9.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,592 | $640.0K | 0.02% | +315+3.1% | Added |
| Claraphi Advisory Network, LLC | 10,618 | $641.0K | 0.22% | −507−4.6% | Reduced |
| Thomas White International Ltd | 10,609 | $641.0K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10,663 | $644.0K | 0.26% | +1,445+15.7% | Added |
| Acorn Financial Advisory Services Inc | 10,705 | $647.0K | 0.13% | −275−2.5% | Reduced |
| Privium Fund Management B.V. | 10,706 | $647.0K | 0.13% | +10,706 | New |
| Evercore Wealth Management, LLC | 10,738 | $649.0K | 0.01% | −67−0.6% | Reduced |
| HBK Sorce Advisory LLC | 10,825 | $654.0K | 0.03% | −143−1.3% | Reduced |
| Game Plan Financial Advisors, LLC | 10,850 | $655.0K | 0.35% | −1,300−10.7% | Reduced |
| Sunbelt Securities, Inc. | 9,815 | $659.0K | 0.11% | −1,565−13.8% | Reduced |
| Alpine Global Management, LLC | 10,905 | $659.0K | 0.10% | +10,905 | New |
| Brown, Lisle/Cummings, Inc. | 10,956 | $661.6K | 0.33% | +10,956 | New |
| Signaturefd, LLC | 11,006 | $665.0K | 0.02% | −2,307−17.3% | Reduced |
| Castleview Partners, LLC | 40,159 | $665.0K | 0.01% | +40,159 | New |
| Excalibur Management Corp | 11,040 | $667.0K | 0.27% | +1,924+21.1% | Added |
| Assetmark, Inc | 11,068 | $668.0K | 0.00% | +5,666+104.9% | Added |
| Perpetual Investment Management Ltd | 11,181 | $675.0K | 0.08% | −76−0.7% | Reduced |
| Rothschild Investment Corp | 11,184 | $675.0K | 0.05% | +105+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,207 | $677.0K | 0.03% | +2,024+22.0% | Added |
| Sentinel Trust Co Lba | 11,210 | $677.0K | 0.08% | +11,210 | New |
| KG&L Capital Management,LLC | 11,242 | $679.0K | 0.27% | +2,495+28.5% | Added |
| Wealth Effects LLC | 11,248 | $679.0K | 0.28% | +11,248 | New |
| Gleason Group, Inc. | 11,261 | $680.0K | 0.22% | −2,919−20.6% | Reduced |
| Avestar Capital, LLC | 11,258 | $680.0K | 0.12% | +11,258 | New |
| Americana Partners, LLC | 11,318 | $683.0K | 0.12% | +7,129+170.2% | Added |
| Atlas Private Wealth Advisors | 11,335 | $685.0K | 0.32% | +228+2.1% | Added |
| Focus Financial Network, Inc. | 11,401 | $688.5K | 0.10% | +1,215+11.9% | Added |
| Icapital Wealth LLC | 11,410 | $689.0K | 0.27% | +11,410 | New |
| Resources Investment Advisors, LLC. | 11,433 | $690.0K | 0.03% | −466−3.9% | Reduced |
| Montecito Bank & Trust | 11,431 | $690.0K | 0.12% | +1,316+13.0% | Added |
| Certified Advisory Corp | 11,449 | $691.0K | 0.15% | +18+0.2% | Added |
| EP Wealth Advisors, LLC | 11,661 | $704.0K | 0.02% | +392+3.5% | Added |
| DCM Advisors, LLC | 11,651 | $704.0K | 0.21% | +11,651 | New |
| RFG Advisory, LLC | 11,666 | $705.0K | 0.05% | +5,541+90.5% | Added |
| Dimension Capital Management LLC | 11,677 | $706.0K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 11,707 | $707.0K | 0.36% | +52+0.4% | Added |
| Tempus Wealth Planning, LLC | 11,758 | $710.0K | 0.38% | +52+0.4% | Added |
| North Star Investment Management Corp. | 11,799 | $713.0K | 0.05% | +577+5.1% | Added |
| Bryn Mawr Trust Co | 11,801 | $713.0K | 0.03% | +1,561+15.2% | Added |
| Frontier Wealth Management LLC | 11,820 | $714.0K | 0.05% | −7,720−39.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,836 | $715.0K | 0.01% | −140−1.2% | Reduced |
| Van Leeuwen & Company, LLC | 11,890 | $718.0K | 0.40% | 00.0% | Unchanged |
| First PREMIER Bank | 11,920 | $720.0K | 0.19% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,998 | $725.0K | 0.08% | −807−6.3% | Reduced |
| Independent Financial Group, LLC | 12,025 | $726.2K | 0.06% | +2,357+24.4% | Added |
| Coastal Investment Advisors, Inc. | 12,087 | $730.0K | 0.16% | −444−3.5% | Reduced |
| Geneos Wealth Management Inc. | 12,117 | $731.0K | 0.03% | −2,567−17.5% | Reduced |
| Sargent Investment Group, LLC | 12,172 | $735.0K | 0.17% | +1,090+9.8% | Added |
| Twelve Points Wealth Management LLC | 12,163 | $735.0K | 0.60% | +12,163 | New |
| Keeley-Teton Advisors, LLC | 12,311 | $743.0K | 0.08% | +2,000+19.4% | Added |
| Sweet Financial Partners, LLC | 12,312 | $744.0K | 0.31% | +12,312 | New |
| Algert Global LLC | 12,329 | $745.0K | 0.09% | +12,329 | New |
| AIA Group Ltd | 12,369 | $747.0K | 0.04% | −4,697−27.5% | Reduced |
| Gator Capital Management, LLC | 12,426 | $750.0K | 0.54% | +12,426 | New |
| Doman Group, LLC | 12,434 | $751.0K | 0.66% | +12,434 | New |
| Cannell Peter B & Co Inc | 12,450 | $752.0K | 0.02% | +12,450 | New |
| Compagnie Lombard Odier SCmA | 12,566 | $758.0K | 0.02% | −60−0.5% | Reduced |
| Erste Asset Management GmbH | 12,533 | $758.7K | 0.01% | +2,703+27.5% | Added |
| Keybank National Association | 12,598 | $761.0K | 0.00% | −134−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,727 | $770.0K | 0.06% | −1,516−10.6% | Reduced |
| Corsair Capital Management, L.P. | 12,758 | $770.0K | 0.14% | −594−4.4% | Reduced |