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 |
|---|---|---|---|---|---|
| Lloyd Park, LLC | 4,740 | $286.0K | 0.23% | +4,740 | New |
| Carolinas Wealth Consulting LLC | 4,719 | $285.0K | 0.06% | −643−12.0% | Reduced |
| Bard Financial Services, Inc. | 4,720 | $285.0K | 0.02% | +1,125+31.3% | Added |
| BOK Financial Private Wealth, Inc. | 4,702 | $284.0K | 0.02% | −1,532−24.6% | Reduced |
| Hyman Charles D | 4,711 | $284.0K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 4,700 | $284.0K | 0.04% | +300+6.8% | Added |
| Sonata Capital Group Inc | 4,689 | $283.0K | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,688 | $283.0K | 0.02% | +4,688 | New |
| Summit Global Investments | 4,673 | $282.0K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 4,660 | $281.0K | 0.14% | −3,228−40.9% | Reduced |
| Humankind Investments LLC | 4,650 | $281.0K | 0.11% | +730+18.6% | Added |
| Monument Capital Management | 4,633 | $280.0K | 0.09% | −7,986−63.3% | Reduced |
| Klingenstein Fields & Co LP | 4,644 | $280.0K | 0.01% | −538−10.4% | Reduced |
| JT Stratford LLC | 4,579 | $277.0K | 0.08% | −1,215−21.0% | Reduced |
| Calton & Associates, Inc. | 4,592 | $277.0K | 0.07% | −893−16.3% | Reduced |
| Endurance Wealth Management, Inc. | 4,590 | $277.0K | 0.03% | −300−6.1% | Reduced |
| Allied Investment Advisors, LLC | 4,595 | $277.0K | 0.09% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 4,558 | $275.0K | 0.10% | +4,558 | New |
| Stokes Family Office, LLC | 4,538 | $274.0K | 0.03% | +326+7.7% | Added |
| Waller Financial Planning Group, Inc | 4,542 | $274.0K | 0.07% | +602+15.3% | Added |
| Geller Advisors LLC | 4,523 | $273.0K | 0.05% | −42−0.9% | Reduced |
| Gs Investments, Inc. | 4,499 | $272.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,519 | $272.0K | 0.04% | +4,519 | New |
| Proficio Capital Partners LLC | 4,488 | $271.0K | 0.04% | −579−11.4% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $271.0K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $271.0K | 0.18% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,490 | $271.0K | 0.08% | +4,490 | New |
| Whitener Capital Management, Inc. | 4,485 | $270.0K | 0.10% | −685−13.2% | Reduced |
| Ascent Group, LLC | 4,267 | $270.0K | 0.03% | +4,267 | New |
| Archford Capital Strategies, LLC | 4,454 | $269.0K | 0.06% | −521−10.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,461 | $269.0K | 0.06% | +49+1.1% | Added |
| Wedmont Private Capital | 3,959 | $268.0K | 0.08% | +3,959 | New |
| Carroll Financial Associates, Inc. | 4,411 | $267.0K | 0.01% | −598−11.9% | Reduced |
| Petrus Trust Company, LTA | 4,424 | $267.0K | 0.03% | +4,424 | New |
| Ridgewood Investments LLC | 4,410 | $266.0K | 0.17% | +1,036+30.7% | Added |
| E Fund Management Co., Ltd. | 4,386 | $265.0K | 0.01% | −8−0.2% | Reduced |
| Brown Brothers Harriman & Co | 4,367 | $264.0K | 0.00% | +1,263+40.7% | Added |
| XR Securities LLC | 4,367 | $264.0K | 0.03% | +4,367 | New |
| Quent Capital, LLC | 4,365 | $264.0K | 0.06% | +4,365 | New |
| Bartlett & Co. LLC | 4,348 | $263.0K | 0.00% | +1,649+61.1% | Added |
| Bartlett & Co. Wealth Management LLC | 4,348 | $262.6K | 0.00% | +1,649+61.1% | Added |
| Cottage Street Advisors LLC | 4,335 | $262.0K | 0.15% | +20.0% | Added |
| Meridian Wealth Advisors, LLC | 4,311 | $260.0K | 0.06% | −38−0.9% | Reduced |
| CX Institutional | 4,283 | $259.0K | 0.02% | −1,330−23.7% | Reduced |
| Montis Financial, LLC | 4,267 | $258.0K | 0.19% | +4,267 | New |
| Lafayette Investments, Inc. | 4,261 | $257.0K | 0.06% | +500+13.3% | Added |
| Walleye Capital LLC | 4,241 | $256.0K | 0.01% | −20,674−83.0% | Reduced |
| Park National Corp | 4,242 | $256.0K | 0.01% | +362+9.3% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $256.0K | 0.01% | +2,361+125.8% | Added |
| Sather Financial Group Inc | 4,200 | $254.0K | 0.02% | −1,100−20.8% | Reduced |
| Alphasimplex Group, LLC | 4,212 | $254.0K | 0.43% | −869−17.1% | Reduced |
| Annandale Capital, LLC | 4,207 | $254.0K | 0.11% | +4,207 | New |
| LVZ Advisors, Inc. | 4,173 | $252.0K | 0.03% | +326+8.5% | Added |
| WMS Partners, LLC | 4,181 | $252.0K | 0.05% | +1,328+46.5% | Added |
| Zions Bancorporation, N.A. | 4,156 | $251.0K | 0.02% | −37−0.9% | Reduced |
| Beaton Management Co. Inc. | 4,162 | $251.0K | 0.15% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,979 | $251.0K | 0.07% | +1,136+40.0% | Added |
| Blue Fin Capital, Inc. | 4,167 | $251.0K | 0.07% | +4,167 | New |
| Resource Consulting Group Inc | 4,140 | $250.0K | 0.09% | +4,140 | New |
| Alerus Financial NA | 4,118 | $249.0K | 0.02% | +4,118 | New |
| Roble, Belko & Company, Inc | 4,113 | $248.0K | 0.05% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,108 | $248.0K | 0.11% | 00.0% | Unchanged |
| CPWM, LLC | 3,519 | $247.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,663 | $246.0K | 0.02% | −3,805−51.0% | Reduced |
| CMG Global Holdings, LLC | 4,075 | $246.0K | 0.16% | +26+0.6% | Added |
| Gilbert & Cook, Inc. | 4,069 | $246.0K | 0.04% | +364+9.8% | Added |
| Legacy Wealth Planning, LLC | 4,049 | $245.0K | 0.28% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 4,058 | $245.0K | 0.02% | +140+3.6% | Added |
| Capital Investment Advisory Services, LLC | 4,060 | $245.0K | 0.03% | +4,060 | New |
| Check Capital Management Inc | 4,048 | $244.0K | 0.02% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 4,015 | $242.0K | 0.04% | −750−15.7% | Reduced |
| Atwood & Palmer Inc | 4,000 | $242.0K | 0.02% | −82−2.0% | Reduced |
| Autumn Glory Partners, LLC | 4,000 | $242.0K | 0.10% | +4,000 | New |
| Graypoint LLC | 3,995 | $241.0K | 0.03% | −283−6.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 3,982 | $240.0K | 0.08% | −8,024−66.8% | Reduced |
| Trustco Bank Corp N Y | 3,988 | $240.0K | 0.21% | −150−3.6% | Reduced |
| Pavion Blue Capital, LLC | 3,957 | $239.0K | 0.14% | +36+0.9% | Added |
| Telemus Capital, LLC | 3,959 | $239.0K | 0.02% | +79+2.0% | Added |
| First Foundation Advisors | 3,948 | $238.0K | 0.01% | −2,693−40.6% | Reduced |
| Mark Stevens | 3,951 | $238.0K | 0.02% | −175−4.2% | Reduced |
| Platform Technology Partners | 3,943 | $238.0K | 0.10% | −120−3.0% | Reduced |
| Bahl & Gaynor Inc | 3,945 | $238.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,938 | $238.0K | 0.08% | +250+6.8% | Added |
| Cornerstone Advisory, LLC | 3,948 | $238.0K | 0.03% | +3,948 | New |
| First Nebraska Trust Co | 3,940 | $237.9K | 0.03% | +11+0.3% | Added |
| Costello Asset Management, INC | 3,918 | $237.0K | 0.14% | −442−10.1% | Reduced |
| Red Door Wealth Management, LLC | 3,931 | $237.0K | 0.08% | +436+12.5% | Added |
| First Citizens Bank & Trust Co | 3,886 | $234.0K | 0.01% | −24,293−86.2% | Reduced |
| RSM US Wealth Management LLC | 3,867 | $234.0K | 0.01% | −8−0.2% | Reduced |
| Pinnacle Private Wealth, LLC | 3,873 | $234.0K | 0.07% | +3,873 | New |
| West Chester Capital Advisors, Inc | 3,855 | $233.0K | 0.16% | 00.0% | Unchanged |
| Core Alternative Capital | 3,839 | $232.0K | 0.05% | +3,839 | New |
| Conrad Siegel Investment Advisors, Inc. | 3,295 | $231.0K | 0.20% | +3,295 | New |
| Halbert Hargrove Global Advisors, LLC | 3,809 | $230.0K | 0.01% | −375−9.0% | Reduced |
| Highland Private Wealth Management | 3,810 | $230.0K | 0.03% | −232−5.7% | Reduced |
| Bridgewater Advisors Inc. | 3,786 | $229.0K | 0.05% | −733−16.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,798 | $229.0K | 0.13% | +3,798 | New |
| Emfo, LLC | 3,800 | $229.0K | 0.20% | +3,800 | New |
| 626 Financial, LLC | 3,795 | $229.0K | 0.14% | +3,795 | New |
| First Dallas Securities Inc. | 3,775 | $228.0K | 0.15% | −200−5.0% | Reduced |