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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 7,994 | $483.0K | 0.12% | −986−11.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $483.0K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,977 | $481.0K | 0.02% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 7,971 | $481.0K | 0.09% | +7,971 | New |
| TruWealth Advisors, LLC | 7,833 | $473.0K | 0.05% | −705−8.3% | Reduced |
| Dorchester Wealth Management Co | 7,825 | $473.0K | 0.09% | −25−0.3% | Reduced |
| Delta Asset Management LLC | 7,819 | $472.0K | 0.04% | +6,600+541.4% | Added |
| Waldron Private Wealth LLC | 7,808 | $471.0K | 0.02% | −359−4.4% | Reduced |
| Israel Discount Bank of New York | 7,810 | $471.0K | 0.29% | −230−2.9% | Reduced |
| Boltwood Capital Management | 7,785 | $470.0K | 0.17% | −75−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 7,807 | $469.0K | 0.04% | −218−2.7% | Reduced |
| Affiance Financial, LLC | 7,773 | $469.0K | 0.20% | 00.0% | Unchanged |
| SP Asset Management | 7,026 | $468.0K | 0.05% | −132−1.8% | Reduced |
| Eagle Global Advisors LLC | 7,719 | $466.0K | 0.03% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,714 | $465.0K | 0.33% | −1,390−15.3% | Reduced |
| Guyasuta Investment Advisors Inc | 7,690 | $464.0K | 0.03% | −10,835−58.5% | Reduced |
| Insight Advisors, LLC | 7,690 | $464.0K | 0.14% | −290−3.6% | Reduced |
| InterOcean Capital Group, LLC | 7,664 | $463.0K | 0.02% | +373+5.1% | Added |
| Glen Eagle Advisors, LLC | 7,666 | $462.9K | 0.12% | +1,463+23.6% | Added |
| Cooper Financial Group | 7,632 | $461.0K | 0.17% | −100−1.3% | Reduced |
| Fulcrum Capital LLC | 7,614 | $460.0K | 0.10% | 00.0% | Unchanged |
| HYA Advisors, Inc | 7,548 | $456.0K | 0.16% | +793+11.7% | Added |
| PVG Asset Management Corp | 7,526 | $454.5K | 1.66% | +7,526 | New |
| DRW Securities, LLC | 7,519 | $454.0K | 0.04% | +7,519 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,492 | $452.0K | 0.03% | −4,625−38.2% | Reduced |
| Creative Financial Designs Inc | 7,487 | $452.0K | 0.07% | +1,378+22.6% | Added |
| Burke & Herbert Bank & Trust Co | 7,470 | $451.0K | 0.26% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,430 | $449.0K | 0.03% | +240+3.3% | Added |
| Washington Trust Advisors, Inc. | 7,435 | $449.0K | 0.03% | +7,435 | New |
| Asset Dedication, LLC | 7,320 | $443.0K | 0.05% | −1,013−12.2% | Reduced |
| IFP Advisors, Inc | 7,230 | $440.0K | 0.01% | −3,778−34.3% | Reduced |
| Aspen Investment Management Inc | 7,281 | $440.0K | 0.22% | −340−4.5% | Reduced |
| Fusion Capital, LLC | 7,278 | $440.0K | 0.22% | +4,321+146.1% | Added |
| Tiedemann Advisors, LLC | 7,242 | $438.0K | 0.02% | +46+0.6% | Added |
| Calamos Wealth Management LLC | 7,219 | $436.0K | 0.03% | −4,117−36.3% | Reduced |
| Prentice Wealth Management LLC | 7,171 | $436.0K | 0.20% | +14+0.2% | Added |
| Wall Street Access Asset Management, LLC | 7,201 | $434.0K | 0.23% | +115+1.6% | Added |
| Perritt Capital Management Inc | 7,148 | $432.0K | 0.22% | −910−11.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,116 | $430.0K | 0.08% | −30,466−81.1% | Reduced |
| Investmark Advisory Group LLC | 7,088 | $428.0K | 0.40% | +7,088 | New |
| Waterfront Wealth Inc. | 7,012 | $423.0K | 0.17% | +563+8.7% | Added |
| IHT Wealth Management, LLC | 6,956 | $420.0K | 0.03% | −337−4.6% | Reduced |
| Associated Banc-Corp | 6,963 | $420.0K | 0.02% | −23−0.3% | Reduced |
| Denali Advisors LLC | 6,900 | $417.0K | 0.16% | +1,500+27.8% | Added |
| Mutual Advisors, LLC | 6,892 | $416.0K | 0.02% | −5−0.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,867 | $415.0K | 0.07% | +271+4.1% | Added |
| State of Wyoming | 6,863 | $414.0K | 0.19% | −273−3.8% | Reduced |
| Main Street Financial Solutions, LLC | 6,822 | $412.0K | 0.06% | +586+9.4% | Added |
| Quattro Financial Advisors LLC | 6,782 | $410.0K | 0.14% | −39,183−85.2% | Reduced |
| Summit Trail Advisors, LLC | 6,769 | $409.0K | 0.03% | −524−7.2% | Reduced |
| Gitterman Wealth Management, LLC | 6,745 | $407.0K | 0.30% | +3,183+89.4% | Added |
| Family Management Corp | 6,720 | $406.0K | 0.11% | +6,720 | New |
| Exencial Wealth Advisors, LLC | 6,692 | $404.0K | 0.02% | +1,258+23.2% | Added |
| Keudell/Morrison Wealth Management | 6,639 | $401.0K | 0.16% | −57−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 6,642 | $401.0K | 0.03% | +6,642 | New |
| Altfest L J & Co Inc | 6,610 | $399.0K | 0.08% | −1,176−15.1% | Reduced |
| Alpha Omega Wealth Management LLC | 5,885 | $399.0K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,603 | $399.0K | 0.06% | +1,653+33.4% | Added |
| Neo Ivy Capital Management | 6,609 | $399.0K | 0.57% | +6,609 | New |
| Cladis Investment Advisory, LLC | 6,606 | $398.9K | 0.32% | +6,606 | New |
| RDA Financial Network | 6,553 | $396.0K | 0.16% | +310+5.0% | Added |
| Blueshift Asset Management, LLC | 6,553 | $396.0K | 0.03% | +1,708+35.3% | Added |
| GeoWealth Management, LLC | 6,511 | $394.0K | 0.03% | +145+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 6,518 | $394.0K | 0.00% | +6,518 | New |
| Stock Yards Bank & Trust Co | 6,466 | $390.0K | 0.02% | +3,054+89.5% | Added |
| Mosaic Family Wealth, LLC | 6,446 | $389.0K | 0.10% | +412+6.8% | Added |
| Financial Counselors Inc | 6,429 | $388.0K | 0.01% | +888+16.0% | Added |
| Atlantic Trust, LLC | 6,405 | $387.0K | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,411 | $387.0K | 0.10% | +46+0.7% | Added |
| EPG Wealth Management LLC | 6,408 | $387.0K | 0.14% | +431+7.2% | Added |
| Summit Financial, LLC | 6,405 | $386.8K | 0.03% | +2,652+70.7% | Added |
| Brighton Jones LLC | 6,354 | $384.0K | 0.02% | +837+15.2% | Added |
| Flputnam Investment Management Co | 6,323 | $382.0K | 0.01% | −42,542−87.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,334 | $382.0K | 0.04% | −197−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 6,300 | $380.5K | 0.10% | −800−11.3% | Reduced |
| K.J. Harrison & Partners Inc | 6,277 | $380.0K | 0.05% | +850+15.7% | Added |
| MSH Capital Advisors LLC | 6,275 | $379.0K | 0.17% | +6,275 | New |
| Stephenson National Bank & Trust | 6,265 | $378.0K | 0.22% | +364+6.2% | Added |
| MMBG Investment Advisors Co. | 6,260 | $378.0K | 0.04% | +6,260 | New |
| Bulltick Wealth Management, LLC | 6,252 | $377.6K | 0.08% | +3,093+97.9% | Added |
| Quadrant Capital Group LLC | 6,242 | $377.0K | 0.04% | −1,275−17.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,244 | $377.0K | 0.34% | +6,244 | New |
| Aurora Private Wealth, Inc. | 6,202 | $375.0K | 0.16% | +23+0.4% | Added |
| BT Wealth Management LLC | 6,210 | $375.0K | 0.10% | +6,210 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,180 | $373.0K | 0.06% | −468−7.0% | Reduced |
| Personal Capital Advisors Corp | 6,184 | $372.0K | 0.00% | −10.0% | Reduced |
| Pictet Bank & Trust Ltd | 6,165 | $372.0K | 0.19% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 6,124 | $370.0K | 0.05% | −430−6.6% | Reduced |
| DMG Group, LLC | 5,769 | $370.0K | 0.32% | +5,769 | New |
| First Midwest Bank Trust Division | 6,107 | $369.0K | 0.05% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,096 | $368.0K | 0.03% | −1,738−22.2% | Reduced |
| Minot Wealth Management LLC | 6,100 | $368.0K | 0.07% | −9−0.1% | Reduced |
| Intrua Financial, LLC | 6,073 | $367.0K | 0.06% | +1,119+22.6% | Added |
| Richwood Investment Advisors, LLC | 6,075 | $367.0K | 0.32% | +6,075 | New |
| Rehmann Capital Advisory Group | 6,062 | $366.1K | 0.03% | +493+8.9% | Added |
| Fundamentun, LLC | 6,062 | $366.0K | 0.06% | −387−6.0% | Reduced |
| Arete Wealth Advisors, LLC | 6,667 | $366.0K | 0.03% | +441+7.1% | Added |
| Avidian Wealth Solutions, LLC | 6,053 | $366.0K | 0.02% | +6,053 | New |
| Private Capital Management LLC | 6,036 | $365.0K | 0.13% | −843−12.3% | Reduced |
| Laidlaw Wealth Management LLC | 6,039 | $365.0K | 0.06% | +6,039 | New |