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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Independent Investors Inc | 12,775 | $771.0K | 0.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 12,874 | $777.0K | 0.20% | +27+0.2% | Added |
| Markston International LLC | 12,915 | $780.0K | 0.79% | −66−0.5% | Reduced |
| Tower Bridge Advisors | 12,924 | $780.5K | 0.05% | −1,000−7.2% | Reduced |
| Clark Financial Advisors | 12,971 | $783.0K | 0.65% | −1,019−7.3% | Reduced |
| ARGI Investment Services, LLC | 13,013 | $786.0K | 0.02% | −153−1.2% | Reduced |
| Anchor Investment Management, LLC | 13,019 | $786.2K | 0.10% | +687+5.6% | Added |
| J.W. Cole Advisors, Inc. | 13,118 | $792.0K | 0.05% | −814−5.8% | Reduced |
| United Services Automobile Association | 13,169 | $795.0K | 0.01% | −3,400−20.5% | Reduced |
| SevenBridge Financial Group, LLC | 13,173 | $796.0K | 0.24% | +1,585+13.7% | Added |
| Wakefield Asset Management LLLP | 13,190 | $797.0K | 0.27% | +556+4.4% | Added |
| Insight Wealth Strategies, LLC | 13,200 | $797.0K | 0.11% | +2,535+23.8% | Added |
| Johnson Financial Group, Inc. | 13,213 | $798.0K | 0.05% | −3,851−22.6% | Reduced |
| Perigon Wealth Management, LLC | 13,271 | $801.0K | 0.06% | −2,988−18.4% | Reduced |
| First Quadrant L P | 13,294 | $803.0K | 0.09% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 13,313 | $804.0K | 0.05% | +13,313 | New |
| Fractal Investments LLC | 13,427 | $811.0K | 0.28% | +13,427 | New |
| Gladstone Institutional Advisory LLC | 13,443 | $812.0K | 0.06% | +3,104+30.0% | Added |
| Meridian Wealth Management, LLC | 13,467 | $813.0K | 0.09% | +1,456+12.1% | Added |
| Pointe Capital Management LLC | 13,475 | $814.0K | 0.52% | +681+5.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,705 | $815.0K | 0.34% | +925+7.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 13,518 | $816.0K | 0.52% | +455+3.5% | Added |
| Legacy Wealth Asset Management, LLC | 13,519 | $816.0K | 0.28% | +631+4.9% | Added |
| CWM, LLC | 13,534 | $817.0K | 0.01% | +13,534 | New |
| Coldstream Capital Management Inc | 13,548 | $818.0K | 0.03% | +7,725+132.7% | Added |
| Engine No. 1 LLC | 13,580 | $820.0K | 0.17% | +2,665+24.4% | Added |
| Cape Ann Savings Bank | 13,681 | $826.0K | 0.50% | +326+2.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,770 | $832.0K | 0.27% | −110−0.8% | Reduced |
| NuWave Investment Management, LLC | 13,827 | $835.0K | 0.95% | +13,370+2,925.6% | Added |
| Alterna Wealth Management, Inc | 13,875 | $838.0K | 0.70% | +13,875 | New |
| Symmetry Partners, LLC | 13,892 | $839.0K | 0.05% | −1,943−12.3% | Reduced |
| Moneta Group Investment Advisors LLC | 13,976 | $844.0K | 0.03% | +767+5.8% | Added |
| Washington Trust Bank | 14,046 | $849.0K | 0.08% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 14,074 | $850.0K | 0.18% | −1,819−11.4% | Reduced |
| Concord Wealth Partners | 14,068 | $850.0K | 0.21% | +7,956+130.2% | Added |
| Stansberry Asset Management, LLC | 14,102 | $852.0K | 0.16% | +3,056+27.7% | Added |
| Cumberland Advisors Inc | 14,190 | $857.0K | 0.18% | −580−3.9% | Reduced |
| Guardian Investment Management | 14,230 | $859.0K | 0.60% | +2,750+24.0% | Added |
| Fulcrum Asset Management LLP | – | $861.0K | 0.42% | – | – |
| Legg Mason Asset Management (Japan) Co., Ltd. | 14,279 | $862.0K | 0.95% | −714−4.8% | Reduced |
| Field & Main Bank | 14,272 | $862.0K | 0.50% | 00.0% | Unchanged |
| Golden Green, Inc. | 14,380 | $868.0K | 0.70% | +9,238+179.7% | Added |
| American National Registered Investment Advisor, Inc. | 14,390 | $869.0K | 0.29% | 00.0% | Unchanged |
| Intrust Bank NA | 14,425 | $871.0K | 0.10% | −2,325−13.9% | Reduced |
| Two Sigma Securities, LLC | 14,418 | $871.0K | 0.17% | +1,908+15.3% | Added |
| Shapiro Capital Management LLC | 14,520 | $877.0K | 0.02% | +1,000+7.4% | Added |
| Intellectus Partners, LLC | 14,580 | $880.0K | 0.22% | −3,375−18.8% | Reduced |
| Ausdal Financial Partners, Inc. | 14,566 | $880.0K | 0.12% | +5,050+53.1% | Added |
| White Pine Capital LLC | 14,642 | $884.0K | 0.26% | +1,020+7.5% | Added |
| Alpha Paradigm Partners, LLC | 14,706 | $888.0K | 0.36% | +14,706 | New |
| Mill Capital Management, LLC | 14,743 | $890.0K | 0.09% | +14,743 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 14,789 | $893.0K | 0.62% | −5,900−28.5% | Reduced |
| Private Trust Co NA | 14,820 | $895.0K | 0.12% | +1,895+14.7% | Added |
| Checchi Capital Advisers, LLC | 14,903 | $900.0K | 0.10% | −1,305−8.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 14,956 | $903.0K | 0.17% | −6,184−29.3% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $905.0K | 0.47% | −5,000−25.0% | Reduced |
| Cidel Asset Management Inc | 15,000 | $906.0K | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 15,331 | $926.0K | 0.06% | −1,349−8.1% | Reduced |
| Kovack Advisors, Inc. | 15,351 | $927.0K | 0.09% | +5,829+61.2% | Added |
| Gryphon Financial Partners LLC | 15,426 | $931.0K | 0.18% | +100+0.7% | Added |
| Quadrant Private Wealth Management, LLC | 15,514 | $937.0K | 0.35% | +39+0.3% | Added |
| ARGA Investment Management, LP | 15,521 | $937.3K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 15,556 | $939.0K | 0.15% | +442+2.9% | Added |
| Orion Portfolio Solutions, LLC | 15,614 | $943.0K | 0.03% | +709+4.8% | Added |
| Circle Wealth Management, LLC | 15,706 | $948.0K | 0.12% | +4,191+36.4% | Added |
| Capital Management Associates | 15,790 | $954.0K | 0.93% | −2,090−11.7% | Reduced |
| Sterneck Capital Management, LLC | 15,810 | $955.0K | 0.56% | +1,286+8.9% | Added |
| Weil Company, Inc. | 16,003 | $966.0K | 0.45% | −3,405−17.5% | Reduced |
| Lake Street Financial LLC | 16,018 | $967.0K | 0.17% | +7,110+79.8% | Added |
| MBB Public Markets I LLC | 16,074 | $971.0K | 0.02% | +16,074 | New |
| Ballentine Partners, LLC | 16,165 | $976.0K | 0.03% | +5,686+54.3% | Added |
| Sendero Wealth Management, LLC | 16,169 | $977.0K | 0.43% | +16,169 | New |
| NBT Bank N A | 16,213 | $979.0K | 0.13% | −291−1.8% | Reduced |
| Fisher Asset Management, LLC | 16,221 | $980.0K | 0.00% | −2,770−14.6% | Reduced |
| Bramshill Investments, LLC | 16,329 | $986.0K | 0.10% | +16,329 | New |
| First Business Financial Services, Inc. | 16,364 | $988.0K | 0.10% | +937+6.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 16,409 | $991.0K | 0.22% | −3,625−18.1% | Reduced |
| Pathstone Family Office, LLC | 16,487 | $995.0K | 0.02% | +7,127+76.1% | Added |
| Jacobi Capital Management LLC | 16,537 | $999.0K | 0.12% | +265+1.6% | Added |
| Thoroughbred Financial Services, LLC | 16,553 | $999.0K | 0.21% | +3,845+30.3% | Added |
| Lincoln National Corp | 16,587 | $1.00M | 0.02% | −3,193−16.1% | Reduced |
| Kempen Capital Management N.V. | 16,650 | $1.00M | 0.03% | +12,389+290.8% | Added |
| California First Leasing Corp | 16,700 | $1.01M | 0.50% | +16,700 | New |
| First National Trust Co | 16,769 | $1.01M | 0.05% | +410+2.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 16,859 | $1.02M | 0.30% | −655−3.7% | Reduced |
| Intersect Capital LLC | 16,906 | $1.02M | 0.19% | −6,110−26.5% | Reduced |
| Ascendant Capital Management, LLC | 17,000 | $1.03M | 0.81% | −8,000−32.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 17,030 | $1.03M | 0.18% | +1,485+9.6% | Added |
| Telemetry Investments, L.L.C. | 17,042 | $1.03M | 1.35% | +2,995+21.3% | Added |
| Archer Investment Corp | 17,045 | $1.03M | 0.35% | +33+0.2% | Added |
| Echo Street Capital Management LLC | 17,208 | $1.04M | 0.01% | +6,314+58.0% | Added |
| Modera Wealth Management, LLC | 17,223 | $1.04M | 0.04% | +12,281+248.5% | Added |
| Metis Global Partners, LLC | 17,236 | $1.04M | 0.29% | +17,236 | New |
| Jones Road Capital Management, L.P. | 17,300 | $1.04M | 0.60% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 17,380 | $1.05M | 0.21% | +1,450+9.1% | Added |
| Fayez Sarofim & Co | 17,420 | $1.05M | 0.00% | +8,777+101.6% | Added |
| Barings LLC | 17,465 | $1.05M | 0.03% | +7,486+75.0% | Added |
| Eqis Capital Management, Inc. | 17,480 | $1.06M | 0.08% | −892−4.9% | Reduced |
| Lake Street Advisors Group, LLC | 17,560 | $1.06M | 0.07% | +838+5.0% | Added |
| Insight Inv LLC | 17,570 | $1.06M | 0.97% | +17,570 | New |