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 |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C. | 19,920 | $1.20M | 0.06% | −24,064−54.7% | Reduced |
| Brewin Dolphin Ltd | 19,905 | $1.20M | 0.05% | −12,596−38.8% | Reduced |
| United Asset Strategies, Inc. | 19,833 | $1.20M | 0.14% | −810−3.9% | Reduced |
| Hoylecohen, LLC | 19,833 | $1.20M | 0.10% | −801−3.9% | Reduced |
| DFPG Investments, LLC | 18,399 | $1.19M | 0.50% | +18,399 | New |
| American State Bank (Iowa) | 19,634 | $1.19M | 0.82% | −100−0.5% | Reduced |
| Venture Visionary Partners LLC | 20,206 | $1.18M | 0.08% | −5,549−21.5% | Reduced |
| Cim Investment Mangement Inc | 19,446 | $1.17M | 0.35% | −395−2.0% | Reduced |
| Pinnacle Holdings, LLC | 19,419 | $1.17M | 0.49% | 00.0% | Unchanged |
| Waycross Partners, LLC | 19,274 | $1.16M | 0.67% | −17,693−47.9% | Reduced |
| Wellington Shields & Co., LLC | 19,210 | $1.16M | 0.23% | −422−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 19,108 | $1.15M | 0.04% | +19,108 | New |
| Flagship Harbor Advisors, LLC | 19,095 | $1.15M | 0.11% | +2,682+16.3% | Added |
| Compton Capital Management Inc | 19,032 | $1.15M | 0.30% | +3,080+19.3% | Added |
| Lido Advisors, LLC | 18,999 | $1.15M | 0.02% | −15,959−45.7% | Reduced |
| Greenleaf Trust | 18,988 | $1.15M | 0.01% | −392−2.0% | Reduced |
| Legacy Bridge, LLC | 18,778 | $1.13M | 0.59% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 18,762 | $1.13M | 0.92% | +18,762 | New |
| R.m.sincerbeaux Capital Management LLC | 18,744 | $1.13M | 0.68% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 18,650 | $1.13M | 1.14% | +2,730+17.1% | Added |
| Carson Advisory Inc. | 18,532 | $1.12M | 1.13% | +18,532 | New |
| B. Riley Wealth Management, Inc. | 18,469 | $1.11M | 0.08% | +1,579+9.3% | Added |
| Sentry Investment Management LLC | 18,445 | $1.11M | 0.29% | −330−1.8% | Reduced |
| Bank of Hawaii | 18,310 | $1.11M | 0.06% | −2,144−10.5% | Reduced |
| Centaurus Financial, Inc. | 18,233 | $1.10M | 0.08% | +13,405+277.7% | Added |
| Lipe & Dalton | 18,185 | $1.10M | 0.52% | −347−1.9% | Reduced |
| Brick & Kyle, Associates | 18,012 | $1.09M | 0.51% | +1,115+6.6% | Added |
| Resources Management Corp | 18,007 | $1.09M | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 17,987 | $1.09M | 0.03% | −7,056−28.2% | Reduced |
| Wealthcare Advisory Partners LLC | 17,953 | $1.08M | 0.06% | −1,001−5.3% | Reduced |
| Citizens & Northern Corp | 17,892 | $1.08M | 0.39% | −146−0.8% | Reduced |
| Marco Investment Management LLC | 17,839 | $1.08M | 0.11% | −53−0.3% | Reduced |
| CenterBook Partners LP | 17,810 | $1.08M | 0.63% | +17,810 | New |
| Axiom Investors LLC | 17,700 | $1.07M | 0.02% | +6,700+60.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,648 | $1.06M | 0.07% | −115,880−86.8% | Reduced |
| Insight Inv LLC | 17,570 | $1.06M | 0.97% | +17,570 | New |
| Lake Street Advisors Group, LLC | 17,560 | $1.06M | 0.07% | +838+5.0% | Added |
| Eqis Capital Management, Inc. | 17,480 | $1.06M | 0.08% | −892−4.9% | Reduced |
| Barings LLC | 17,465 | $1.05M | 0.03% | +7,486+75.0% | Added |
| Fayez Sarofim & Co | 17,420 | $1.05M | 0.00% | +8,777+101.6% | Added |
| Sompo Asset Management Co., Ltd. | 17,380 | $1.05M | 0.21% | +1,450+9.1% | Added |
| Jones Road Capital Management, L.P. | 17,300 | $1.04M | 0.60% | 00.0% | Unchanged |
| 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 |
| Echo Street Capital Management LLC | 17,208 | $1.04M | 0.01% | +6,314+58.0% | Added |
| Archer Investment Corp | 17,045 | $1.03M | 0.35% | +33+0.2% | Added |
| Telemetry Investments, L.L.C. | 17,042 | $1.03M | 1.35% | +2,995+21.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 17,030 | $1.03M | 0.18% | +1,485+9.6% | Added |
| Ascendant Capital Management, LLC | 17,000 | $1.03M | 0.81% | −8,000−32.0% | Reduced |
| Intersect Capital LLC | 16,906 | $1.02M | 0.19% | −6,110−26.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 16,859 | $1.02M | 0.30% | −655−3.7% | Reduced |
| First National Trust Co | 16,769 | $1.01M | 0.05% | +410+2.5% | Added |
| California First Leasing Corp | 16,700 | $1.01M | 0.50% | +16,700 | New |
| Kempen Capital Management N.V. | 16,650 | $1.00M | 0.03% | +12,389+290.8% | Added |
| Lincoln National Corp | 16,587 | $1.00M | 0.02% | −3,193−16.1% | Reduced |
| 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 |
| Pathstone Family Office, LLC | 16,487 | $995.0K | 0.02% | +7,127+76.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 16,409 | $991.0K | 0.22% | −3,625−18.1% | Reduced |
| First Business Financial Services, Inc. | 16,364 | $988.0K | 0.10% | +937+6.1% | Added |
| Bramshill Investments, LLC | 16,329 | $986.0K | 0.10% | +16,329 | New |
| Fisher Asset Management, LLC | 16,221 | $980.0K | 0.00% | −2,770−14.6% | Reduced |
| NBT Bank N A | 16,213 | $979.0K | 0.13% | −291−1.8% | Reduced |
| Sendero Wealth Management, LLC | 16,169 | $977.0K | 0.43% | +16,169 | New |
| Ballentine Partners, LLC | 16,165 | $976.0K | 0.03% | +5,686+54.3% | Added |
| MBB Public Markets I LLC | 16,074 | $971.0K | 0.02% | +16,074 | New |
| Lake Street Financial LLC | 16,018 | $967.0K | 0.17% | +7,110+79.8% | Added |
| Weil Company, Inc. | 16,003 | $966.0K | 0.45% | −3,405−17.5% | Reduced |
| Sterneck Capital Management, LLC | 15,810 | $955.0K | 0.56% | +1,286+8.9% | Added |
| Capital Management Associates | 15,790 | $954.0K | 0.93% | −2,090−11.7% | Reduced |
| Circle Wealth Management, LLC | 15,706 | $948.0K | 0.12% | +4,191+36.4% | Added |
| Orion Portfolio Solutions, LLC | 15,614 | $943.0K | 0.03% | +709+4.8% | Added |
| River Wealth Advisors LLC | 15,556 | $939.0K | 0.15% | +442+2.9% | Added |
| ARGA Investment Management, LP | 15,521 | $937.3K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 15,514 | $937.0K | 0.35% | +39+0.3% | Added |
| Gryphon Financial Partners LLC | 15,426 | $931.0K | 0.18% | +100+0.7% | Added |
| Kovack Advisors, Inc. | 15,351 | $927.0K | 0.09% | +5,829+61.2% | Added |
| Balasa Dinverno & Foltz LLC | 15,331 | $926.0K | 0.06% | −1,349−8.1% | Reduced |
| Cidel Asset Management Inc | 15,000 | $906.0K | 0.03% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 15,000 | $905.0K | 0.47% | −5,000−25.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 14,956 | $903.0K | 0.17% | −6,184−29.3% | Reduced |
| Checchi Capital Advisers, LLC | 14,903 | $900.0K | 0.10% | −1,305−8.1% | Reduced |
| Private Trust Co NA | 14,820 | $895.0K | 0.12% | +1,895+14.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 14,789 | $893.0K | 0.62% | −5,900−28.5% | Reduced |
| Mill Capital Management, LLC | 14,743 | $890.0K | 0.09% | +14,743 | New |
| Alpha Paradigm Partners, LLC | 14,706 | $888.0K | 0.36% | +14,706 | New |
| White Pine Capital LLC | 14,642 | $884.0K | 0.26% | +1,020+7.5% | 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 |
| Shapiro Capital Management LLC | 14,520 | $877.0K | 0.02% | +1,000+7.4% | Added |
| 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 |
| American National Registered Investment Advisor, Inc. | 14,390 | $869.0K | 0.29% | 00.0% | Unchanged |
| Golden Green, Inc. | 14,380 | $868.0K | 0.70% | +9,238+179.7% | Added |
| 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 |
| Fulcrum Asset Management LLP | – | $861.0K | 0.42% | – | – |
| Guardian Investment Management | 14,230 | $859.0K | 0.60% | +2,750+24.0% | Added |
| Cumberland Advisors Inc | 14,190 | $857.0K | 0.18% | −580−3.9% | Reduced |
| Stansberry Asset Management, LLC | 14,102 | $852.0K | 0.16% | +3,056+27.7% | Added |