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 |
|---|---|---|---|---|---|
| Hancock Whitney Investment Services Inc. | 6,037 | $363.0K | 0.06% | +6,037 | New |
| NewEdge Wealth, LLC | 5,979 | $361.0K | 0.02% | −1,425−19.2% | Reduced |
| Capital Square, LLC | 5,746 | $361.0K | 0.25% | −1,148−16.7% | Reduced |
| Grandview Asset Management LLC | 5,980 | $361.0K | 0.15% | +5,980 | New |
| DC Investments Management, LLC | 5,965 | $360.0K | 0.51% | +5,965 | New |
| Berkeley Capital Partners, LLC | 5,923 | $358.0K | 0.15% | +1,243+26.6% | Added |
| TCI Wealth Advisors, Inc. | 5,915 | $357.0K | 0.05% | −702−10.6% | Reduced |
| Private Portfolio Partners LLC | 5,903 | $356.5K | 0.09% | +5,903 | New |
| Evergreen Capital Management LLC | 5,850 | $353.0K | 0.01% | −612−9.5% | Reduced |
| Angeles Investment Advisors, LLC | 5,828 | $352.0K | 0.02% | +470+8.8% | Added |
| Hunter Perkins Capital Management, LLC | 5,815 | $351.0K | 0.07% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,818 | $351.0K | 0.37% | +5,818 | New |
| Mather Group, LLC. | 5,801 | $350.0K | 0.01% | +50+0.9% | Added |
| SlateStone Wealth, LLC | 5,779 | $349.0K | 0.07% | −411−6.6% | Reduced |
| Family Legacy, Inc. | 5,179 | $348.0K | 0.14% | +688+15.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $346.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $345.0K | 0.26% | – | – |
| Periscope Capital Inc. | 5,638 | $341.0K | 0.01% | +5,638 | New |
| Griffin Asset Management, Inc. | 5,607 | $339.0K | 0.04% | +1,827+48.3% | Added |
| Keel Point, LLC | 5,588 | $337.0K | 0.05% | +1,163+26.3% | Added |
| Shelton Wealth Management, LLC | 5,563 | $336.0K | 0.26% | +5,563 | New |
| DDD Partners, LLC | 5,533 | $334.0K | 0.05% | +5,533 | New |
| Brewin Dolphin Wealth Management Ltd | 5,510 | $333.0K | 0.04% | 00.0% | Unchanged |
| Welch Group, LLC | 5,492 | $332.0K | 0.02% | −9−0.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,495 | $332.0K | 0.07% | +620+12.7% | Added |
| Aquatic Capital Management LLC | 5,500 | $332.0K | 0.64% | +5,500 | New |
| Equitable Trust Co | 5,468 | $331.0K | 0.02% | +60+1.1% | Added |
| Evoke Wealth, LLC | 5,485 | $331.0K | 0.01% | +675+14.0% | Added |
| HighTower Trust Services, LTA | 5,477 | $331.0K | 0.03% | +5,477 | New |
| Integrity Financial Corp | 5,483 | $331.0K | 0.25% | +5,483 | New |
| Jeppson Wealth Management, LLC | 5,457 | $330.0K | 0.16% | +24+0.4% | Added |
| Select Asset Management & Trust | 5,453 | $329.0K | 0.22% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 5,415 | $327.0K | 0.13% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,388 | $325.0K | 0.09% | −44−0.8% | Reduced |
| Csenge Advisory Group | 4,581 | $325.0K | 0.03% | +345+8.1% | Added |
| Woodward Diversified Capital, LLC | 5,360 | $324.0K | 0.19% | −640−10.7% | Reduced |
| Eads & Heald Wealth Management | 5,337 | $322.0K | 0.14% | +1,365+34.4% | Added |
| Mission Wealth Management, LP | 5,323 | $321.0K | 0.01% | −1,534−22.4% | Reduced |
| Apriem Advisors | 5,311 | $321.0K | 0.05% | −499−8.6% | Reduced |
| 1st Source Bank | 5,325 | $321.0K | 0.02% | +102+2.0% | Added |
| Manchester Capital Management LLC | 5,320 | $321.0K | 0.04% | +833+18.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,304 | $320.0K | 0.10% | −373−6.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 5,305 | $320.0K | 0.01% | +5,305 | New |
| Newman Dignan & Sheerar, Inc. | 5,290 | $319.0K | 0.10% | −99−1.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $319.0K | 0.18% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 5,288 | $319.0K | 0.11% | +39+0.7% | Added |
| Orca Investment Management, LLC | 5,256 | $317.0K | 0.26% | −266−4.8% | Reduced |
| Ifrah Financial Services, Inc. | 5,228 | $316.0K | 0.08% | −43−0.8% | Reduced |
| Tarbox Family Office, Inc. | 5,233 | $316.0K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5,220 | $315.0K | 0.05% | −443−7.8% | Reduced |
| S. R. Schill & Associates | 5,216 | $315.0K | 0.13% | +5,216 | New |
| Wealthsource Partners, LLC | 5,185 | $313.0K | 0.03% | +79+1.5% | Added |
| Great Valley Advisor Group, Inc. | 4,922 | $312.0K | 0.02% | −1,368−21.7% | Reduced |
| Lantz Financial LLC | 5,168 | $312.0K | 0.14% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 5,156 | $311.0K | 0.35% | +5,156 | New |
| Compass Financial Advisors LLC | 5,150 | $311.0K | 0.34% | +5,150 | New |
| Roosevelt Investment Group LLC | 5,140 | $310.0K | 0.02% | +13+0.3% | Added |
| WBH Advisory Inc | 5,138 | $310.0K | 0.04% | +3+0.1% | Added |
| Clark Capital Management Group, Inc. | 5,130 | $310.0K | 0.00% | +7+0.1% | Added |
| Dynamic Advisor Solutions LLC | 5,097 | $308.0K | 0.02% | −84−1.6% | Reduced |
| X-Square Capital, LLC | 5,108 | $308.0K | 0.15% | +13+0.3% | Added |
| Marcum Wealth, LLC | 5,081 | $307.0K | 0.04% | −1,839−26.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,077 | $307.0K | 0.03% | −407−7.4% | Reduced |
| Affinity Investment Advisors, LLC | 5,083 | $307.0K | 0.12% | +172+3.5% | Added |
| Measured Wealth Private Client Group, LLC | 5,077 | $307.0K | 0.11% | +202+4.1% | Added |
| Successful Portfolios LLC | 5,060 | $306.0K | 0.17% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,059 | $306.0K | 0.07% | +252+5.2% | Added |
| Essex Savings Bank | 5,064 | $306.0K | 0.10% | +400+8.6% | Added |
| Apeiron RIA LLC | 5,072 | $306.0K | 0.13% | +5,072 | New |
| Legacy Capital Partners, Inc. | 5,050 | $305.0K | 0.10% | +5,050 | New |
| Nicolet Bankshares Inc | 5,031 | $304.0K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,041 | $304.0K | 0.05% | +35+0.7% | Added |
| Wagner Wealth Management, LLC | 5,030 | $304.0K | 0.23% | +10+0.2% | Added |
| Caption Management, LLC | 5,000 | $303.0K | 0.02% | −18,200−78.4% | Reduced |
| Leavell Investment Management, Inc. | 5,020 | $303.0K | 0.02% | −1,595−24.1% | Reduced |
| Gamble Jones Investment Counsel | 5,010 | $303.0K | 0.02% | 00.0% | Unchanged |
| Bell Rock Capital LLC | 4,764 | $303.0K | 0.22% | +4,764 | New |
| Harbor Advisors LLC | 5,000 | $302.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,006 | $302.0K | 0.01% | +1,791+55.7% | Added |
| Financial Advocates Investment Management | 4,996 | $301.0K | 0.02% | +88+1.8% | Added |
| Value Partners Investments Inc. | 5,000 | $301.0K | 0.02% | +5,000 | New |
| AXS Investments LLC | 4,983 | $301.0K | 0.07% | +4,983 | New |
| Echo45 Advisors LLC | 4,978 | $301.0K | 0.24% | +4,978 | New |
| Sterling Investment Advisors, Ltd. | 4,973 | $300.0K | 0.08% | −235−4.5% | Reduced |
| First National Bank | 4,954 | $300.0K | 0.26% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,738 | $299.0K | 0.07% | −100−2.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,914 | $296.0K | 0.10% | +4,914 | New |
| Sage Investment Advisers LLC | 4,906 | $296.0K | 0.38% | +4,906 | New |
| Violich Capital Management, Inc. | 4,890 | $295.0K | 0.04% | −50−1.0% | Reduced |
| Sage Mountain Advisors LLC | 4,892 | $295.0K | 0.04% | +608+14.2% | Added |
| SJS Investment Consulting Inc. | 4,885 | $295.0K | 0.09% | +4,885 | New |
| Wade G W & Inc | 4,863 | $294.0K | 0.01% | −44−0.9% | Reduced |
| Trustcore Financial Services, LLC | 4,864 | $294.0K | 0.03% | +97+2.0% | Added |
| First National Corp | 4,850 | $293.0K | 0.07% | −2,374−32.9% | Reduced |
| Oak Thistle LLC | 4,843 | $293.0K | 0.23% | +4,843 | New |
| First Citizens Financial Corp | 4,823 | $291.0K | 0.21% | −71−1.5% | Reduced |
| WealthShield Partners, LLC | 4,824 | $291.0K | 0.05% | +4,824 | New |
| Harbour Investments, Inc. | 4,765 | $288.0K | 0.02% | −8,102−63.0% | Reduced |
| Hayek Kallen Investment Management | 4,762 | $288.0K | 0.10% | +609+14.7% | Added |
| Childress Capital Advisors, LLC | 4,736 | $286.0K | 0.12% | −1,826−27.8% | Reduced |