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 |
|---|---|---|---|---|---|
| Abeille Asset Management SA | 10,472 | $632.0K | 0.15% | +10,472 | New |
| 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 |
| Fort Sheridan Advisors LLC | 10,401 | $628.0K | 0.18% | +40.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,390 | $627.0K | 0.08% | −15,224−59.4% | Reduced |
| Mechanics Financial Corp | 10,374 | $626.0K | 0.30% | +10,374 | New |
| Orion Capital Management LLC | 10,330 | $624.0K | 0.35% | +550+5.6% | Added |
| Lindbrook Capital, LLC | 10,315 | $623.0K | 0.09% | +7,913+329.4% | Added |
| AlphaStar Capital Management, LLC | 9,159 | $613.0K | 0.05% | −33,866−78.7% | Reduced |
| 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 |
| Journey Strategic Wealth LLC | 10,094 | $610.0K | 0.06% | +10,094 | New |
| TrinityPoint Wealth, LLC | 10,042 | $606.0K | 0.11% | −990−9.0% | Reduced |
| Ancora Advisors, LLC | 10,026 | $605.0K | 0.01% | +51+0.5% | 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 |
| 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 |
| Interchange Capital Partners, LLC | 9,925 | $599.0K | 0.60% | +9,925 | New |
| NEXT Financial Group, Inc | 9,906 | $598.0K | 0.04% | −1,277−11.4% | Reduced |
| Twin Focus Capital Partners, LLC | 9,893 | $597.0K | 0.12% | +2,300+30.3% | 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 |
| 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 |
| 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 |
| Proequities, Inc. | 9,653 | $583.0K | 0.03% | +1,090+12.7% | 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 |
| Investors Asset Management of Georgia Inc | 9,617 | $581.0K | 0.28% | +125+1.3% | Added |
| 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 |
| Hancock Whitney Corp | 9,601 | $579.0K | 0.02% | −10,809−53.0% | Reduced |
| Wealthspire Advisors, LLC | 9,551 | $577.0K | 0.01% | −5,388−36.1% | 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 |
| 9258 Wealth Management, LLC | 9,509 | $574.0K | 0.13% | −594−5.9% | Reduced |
| Founders Financial Alliance, LLC | 9,492 | $573.0K | 0.23% | −338−3.4% | 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 |
| VeraBank, N.A. | 9,408 | $568.0K | 0.29% | −1,419−13.1% | Reduced |
| Personal Cfo Solutions, LLC | 9,244 | $558.0K | 0.10% | −111−1.2% | Reduced |
| Prospera Financial Services Inc | 9,170 | $555.0K | 0.02% | +231+2.6% | 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 |
| 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 |
| 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 |
| 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 |
| Johnson Investment Counsel Inc | 9,073 | $548.0K | 0.01% | +1,855+25.7% | Added |
| Silverlake Wealth Management LLC | 9,073 | $547.9K | 0.29% | +9,073 | New |
| Elkhorn Partners Limited Partnership | 9,020 | $545.0K | 0.31% | +1,070+13.5% | 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 |
| 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 |
| 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 |
| Ironwood Investment Management LLC | 8,821 | $533.0K | 0.26% | −400−4.3% | Reduced |
| Northwest Bancshares, Inc. | 8,746 | $529.0K | 0.10% | −990−10.2% | Reduced |
| First National Bank of Omaha | 8,746 | $528.0K | 0.03% | +2,040+30.4% | Added |
| Wealth Alliance | 8,707 | $526.0K | 0.11% | −585−6.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 8,490 | $513.0K | 0.00% | −337,314−97.5% | Reduced |
| Xcel Wealth Management, LLC | 8,444 | $510.0K | 0.13% | +1,668+24.6% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Prana Capital Management, LP | 8,133 | $491.0K | 0.04% | +8,133 | New |
| Inscription Capital, LLC | 8,118 | $490.0K | 0.13% | −479−5.6% | Reduced |
| Tdam USA Inc. | 8,091 | $489.0K | 0.03% | −408−4.8% | Reduced |
| Samalin Investment Counsel, LLC | 8,048 | $486.0K | 0.29% | −178−2.2% | Reduced |