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 |
|---|---|---|---|---|---|
| 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 |
| Washington Trust Bank | 14,046 | $849.0K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 13,976 | $844.0K | 0.03% | +767+5.8% | Added |
| Symmetry Partners, LLC | 13,892 | $839.0K | 0.05% | −1,943−12.3% | Reduced |
| Alterna Wealth Management, Inc | 13,875 | $838.0K | 0.70% | +13,875 | New |
| NuWave Investment Management, LLC | 13,827 | $835.0K | 0.95% | +13,370+2,925.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,770 | $832.0K | 0.27% | −110−0.8% | Reduced |
| Cape Ann Savings Bank | 13,681 | $826.0K | 0.50% | +326+2.4% | Added |
| Engine No. 1 LLC | 13,580 | $820.0K | 0.17% | +2,665+24.4% | Added |
| Coldstream Capital Management Inc | 13,548 | $818.0K | 0.03% | +7,725+132.7% | Added |
| CWM, LLC | 13,534 | $817.0K | 0.01% | +13,534 | New |
| 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 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,705 | $815.0K | 0.34% | +925+7.9% | Added |
| Pointe Capital Management LLC | 13,475 | $814.0K | 0.52% | +681+5.3% | Added |
| Meridian Wealth Management, LLC | 13,467 | $813.0K | 0.09% | +1,456+12.1% | Added |
| Gladstone Institutional Advisory LLC | 13,443 | $812.0K | 0.06% | +3,104+30.0% | Added |
| Fractal Investments LLC | 13,427 | $811.0K | 0.28% | +13,427 | New |
| Wharton Business Group, LLC | 13,313 | $804.0K | 0.05% | +13,313 | New |
| First Quadrant L P | 13,294 | $803.0K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,271 | $801.0K | 0.06% | −2,988−18.4% | Reduced |
| Johnson Financial Group, Inc. | 13,213 | $798.0K | 0.05% | −3,851−22.6% | Reduced |
| 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 |
| SevenBridge Financial Group, LLC | 13,173 | $796.0K | 0.24% | +1,585+13.7% | Added |
| United Services Automobile Association | 13,169 | $795.0K | 0.01% | −3,400−20.5% | Reduced |
| J.W. Cole Advisors, Inc. | 13,118 | $792.0K | 0.05% | −814−5.8% | Reduced |
| Anchor Investment Management, LLC | 13,019 | $786.2K | 0.10% | +687+5.6% | Added |
| ARGI Investment Services, LLC | 13,013 | $786.0K | 0.02% | −153−1.2% | Reduced |
| Clark Financial Advisors | 12,971 | $783.0K | 0.65% | −1,019−7.3% | Reduced |
| Tower Bridge Advisors | 12,924 | $780.5K | 0.05% | −1,000−7.2% | Reduced |
| Markston International LLC | 12,915 | $780.0K | 0.79% | −66−0.5% | Reduced |
| One Wealth Advisors, LLC | 12,874 | $777.0K | 0.20% | +27+0.2% | Added |
| Independent Investors Inc | 12,775 | $771.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Keybank National Association | 12,598 | $761.0K | 0.00% | −134−1.1% | Reduced |
| Erste Asset Management GmbH | 12,533 | $758.7K | 0.01% | +2,703+27.5% | Added |
| Compagnie Lombard Odier SCmA | 12,566 | $758.0K | 0.02% | −60−0.5% | Reduced |
| Cannell Peter B & Co Inc | 12,450 | $752.0K | 0.02% | +12,450 | New |
| Doman Group, LLC | 12,434 | $751.0K | 0.66% | +12,434 | New |
| Gator Capital Management, LLC | 12,426 | $750.0K | 0.54% | +12,426 | New |
| AIA Group Ltd | 12,369 | $747.0K | 0.04% | −4,697−27.5% | Reduced |
| Algert Global LLC | 12,329 | $745.0K | 0.09% | +12,329 | New |
| Sweet Financial Partners, LLC | 12,312 | $744.0K | 0.31% | +12,312 | New |
| Keeley-Teton Advisors, LLC | 12,311 | $743.0K | 0.08% | +2,000+19.4% | Added |
| 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 |
| Geneos Wealth Management Inc. | 12,117 | $731.0K | 0.03% | −2,567−17.5% | Reduced |
| Coastal Investment Advisors, Inc. | 12,087 | $730.0K | 0.16% | −444−3.5% | Reduced |
| Independent Financial Group, LLC | 12,025 | $726.2K | 0.06% | +2,357+24.4% | Added |
| SeaCrest Wealth Management, LLC | 11,998 | $725.0K | 0.08% | −807−6.3% | Reduced |
| First PREMIER Bank | 11,920 | $720.0K | 0.19% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 11,890 | $718.0K | 0.40% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,836 | $715.0K | 0.01% | −140−1.2% | Reduced |
| Frontier Wealth Management LLC | 11,820 | $714.0K | 0.05% | −7,720−39.5% | Reduced |
| 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 |
| Tempus Wealth Planning, LLC | 11,758 | $710.0K | 0.38% | +52+0.4% | Added |
| Legacy Wealth Management, LLC | 11,707 | $707.0K | 0.36% | +52+0.4% | Added |
| Dimension Capital Management LLC | 11,677 | $706.0K | 0.13% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,666 | $705.0K | 0.05% | +5,541+90.5% | 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 |
| Certified Advisory Corp | 11,449 | $691.0K | 0.15% | +18+0.2% | Added |
| 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 |
| Icapital Wealth LLC | 11,410 | $689.0K | 0.27% | +11,410 | New |
| Focus Financial Network, Inc. | 11,401 | $688.5K | 0.10% | +1,215+11.9% | Added |
| Atlas Private Wealth Advisors | 11,335 | $685.0K | 0.32% | +228+2.1% | Added |
| Americana Partners, LLC | 11,318 | $683.0K | 0.12% | +7,129+170.2% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Assetmark, Inc | 11,068 | $668.0K | 0.00% | +5,666+104.9% | Added |
| Excalibur Management Corp | 11,040 | $667.0K | 0.27% | +1,924+21.1% | Added |
| 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 |
| Brown, Lisle/Cummings, Inc. | 10,956 | $661.6K | 0.33% | +10,956 | New |
| 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 |
| Game Plan Financial Advisors, LLC | 10,850 | $655.0K | 0.35% | −1,300−10.7% | Reduced |
| HBK Sorce Advisory LLC | 10,825 | $654.0K | 0.03% | −143−1.3% | Reduced |
| Evercore Wealth Management, LLC | 10,738 | $649.0K | 0.01% | −67−0.6% | Reduced |
| 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 |
| Independence Bank of Kentucky | 10,663 | $644.0K | 0.26% | +1,445+15.7% | 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 |
| Ferguson Wellman Capital Management, Inc | 10,592 | $640.0K | 0.02% | +315+3.1% | Added |
| Baxter Bros Inc | 10,559 | $638.0K | 0.09% | −1,104−9.5% | Reduced |
| Investors Research Corp | 10,503 | $634.0K | 0.19% | −50.0% | Reduced |
| CAPROCK Group, Inc. | 10,502 | $634.0K | 0.05% | +10,502 | New |
| Hartline Investment Corp | 10,471 | $632.0K | 0.09% | −2,140−17.0% | Reduced |