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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 3,759 | $227.0K | 0.03% | −1,240−24.8% | Reduced |
| Pluribus Labs, LLC | 3,751 | $227.0K | 0.24% | +3,751 | New |
| Flynn Zito Capital Management, LLC | 3,720 | $224.0K | 0.19% | +3,720 | New |
| Gray Wealth Management Inc. | 3,685 | $223.0K | 0.11% | +682+22.7% | Added |
| Simplex Trading, LLC | 3,690 | $222.0K | 0.01% | −218,237−98.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,670 | $222.0K | 0.03% | −48−1.3% | Reduced |
| Sightline Wealth Advisors, LLC | 3,581 | $221.0K | 0.20% | +28+0.8% | Added |
| Arkadios Wealth Advisors | 3,636 | $220.0K | 0.03% | −1,106−23.3% | Reduced |
| Gables Capital Management Inc. | 3,650 | $220.0K | 0.13% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,297 | $220.0K | 0.02% | −16−0.5% | Reduced |
| SFMG, LLC | 3,646 | $220.0K | 0.02% | +3,646 | New |
| Paradigm Financial Partners, LLC | 3,620 | $219.0K | 0.05% | +66+1.9% | Added |
| CoreCap Advisors, LLC | 3,633 | $219.0K | 0.01% | +3,633 | New |
| Keystone Financial Services | 3,591 | $217.0K | 0.11% | +3,591 | New |
| FLC Capital Advisors | 3,581 | $216.0K | 0.06% | −1,853−34.1% | Reduced |
| Camelot Portfolios, LLC | 3,585 | $216.0K | 0.09% | +700+24.3% | Added |
| L2 Asset Management, LLC | 3,582 | $216.0K | 0.15% | +3,582 | New |
| Deuterium Capital Management, LLC | 3,577 | $216.0K | 0.32% | +3,577 | New |
| Greenspring Advisors, LLC | 3,558 | $215.0K | 0.06% | +3,558 | New |
| David Loasby | 3,548 | $214.0K | 0.03% | −36−1.0% | Reduced |
| Baystate Wealth Management LLC | 3,536 | $214.0K | 0.02% | +2,130+151.5% | Added |
| Full Sail Capital, LLC | 3,345 | $214.0K | 0.02% | +3,345 | New |
| Zullo Investment Group, Inc. | 3,539 | $214.0K | 0.11% | +3,539 | New |
| Legacy Financial Advisors, Inc. | 3,525 | $213.0K | 0.05% | −433−10.9% | Reduced |
| CWA Asset Management Group, LLC | 3,509 | $212.0K | 0.02% | −73−2.0% | Reduced |
| Millennium Capital Advisors, LLC | 3,505 | $211.6K | 0.16% | +3,505 | New |
| Eagle Harbor Asset Management Inc | 3,502 | $211.5K | 0.28% | +3,502 | New |
| Resource Management, LLC | 3,491 | $211.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,489 | $211.0K | 0.04% | +149+4.5% | Added |
| Valmark Advisers, Inc. | 3,499 | $211.0K | 0.00% | +3,499 | New |
| Beirne Wealth Consulting Services, LLC | 3,476 | $210.0K | 0.11% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,475 | $210.0K | 0.03% | +41+1.2% | Added |
| United Maritime Capital LLC | 3,479 | $210.0K | 0.24% | +3,479 | New |
| Oak Harbor Wealth Partners, LLC | 3,450 | $208.0K | 0.07% | +3,450 | New |
| Old North State Trust, LLC | 3,428 | $207.0K | 0.15% | +214+6.7% | Added |
| IFG Advisory, LLC | 3,422 | $206.0K | 0.02% | +190+5.9% | Added |
| Paragon Private Wealth Management, LLC | 3,411 | $206.0K | 0.18% | +3,411 | New |
| RNC Capital Management LLC | 3,388 | $205.0K | 0.01% | −958−22.0% | Reduced |
| NCM Capital Management, LLC | 3,399 | $205.0K | 0.18% | +3,399 | New |
| Garrison Point Advisors, LLC | 3,370 | $204.0K | 0.14% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,371 | $204.0K | 0.04% | +22+0.7% | Added |
| V Wealth Advisors LLC | 3,376 | $204.0K | 0.03% | +3,376 | New |
| Rosenberg Matthew Hamilton | 3,360 | $203.0K | 0.07% | −29−0.9% | Reduced |
| Beta Wealth Group, Inc. | 2,900 | $203.0K | 0.15% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 3,339 | $202.0K | 0.05% | +50+1.5% | Added |
| Pallas Capital Advisors LLC | 3,164 | $200.0K | 0.02% | −335−9.6% | Reduced |
| First National Bank of South Miami | 3,274 | $198.0K | 0.12% | +703+27.3% | Added |
| Private Capital Group, LLC | 3,199 | $193.0K | 0.04% | −710−18.2% | Reduced |
| Ayalon Holdings Ltd. | 3,200 | $193.0K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,189 | $193.0K | 0.08% | −30−0.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,143 | $189.8K | 0.06% | +234+8.0% | Added |
| Oakworth Capital, Inc. | 3,024 | $182.0K | 0.02% | −155−4.9% | Reduced |
| Amplius Wealth Advisors, LLC | 2,989 | $180.0K | 0.02% | +2,989 | New |
| TD Ameritrade Investment Management, LLC | 2,875 | $174.0K | 0.00% | −1,382−32.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $172.0K | 0.00% | −108−3.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,768 | $167.0K | 0.08% | −2−0.1% | Reduced |
| Accel Wealth Management | 2,746 | $166.0K | 0.08% | −23−0.8% | Reduced |
| Centerpoint Advisors, LLC | 2,744 | $166.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,726 | $164.6K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 2,333 | $164.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,678 | $162.0K | 0.05% | +2,678 | New |
| Adirondack Trust Co | 2,625 | $158.0K | 0.08% | −10−0.4% | Reduced |
| MV Capital Management, Inc. | 2,599 | $157.0K | 0.02% | −389−13.0% | Reduced |
| Crescent Capital Consulting, LLC | 2,600 | $156.0K | 0.03% | +400+18.2% | Added |
| Fortitude Advisory Group L.L.C. | 2,564 | $154.0K | 0.08% | +2,564 | New |
| Commons Capital, LLC | 2,505 | $151.0K | 0.15% | +2,505 | New |
| Gladius Capital Management LP | 2,474 | $150.0K | 0.05% | +2,474 | New |
| Sugarloaf Wealth Management, LLC | 2,472 | $149.0K | 0.04% | −50−2.0% | Reduced |
| Montag A & Associates Inc | 2,464 | $149.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 2,433 | $147.0K | 0.01% | +2,433 | New |
| West Branch Capital LLC | 2,420 | $146.0K | 0.06% | −70−2.8% | Reduced |
| Fortis Advisors, LLC | 2,423 | $146.0K | 0.08% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 2,400 | $145.0K | 0.11% | −2,000−45.5% | Reduced |
| Benjamin Edwards Inc | 2,406 | $145.0K | 0.05% | +2,017+518.5% | Added |
| Silvant Capital Management LLC | 2,386 | $144.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 2,274 | $138.0K | 0.01% | −2,690−54.2% | Reduced |
| Reilly Financial Advisors, LLC | 2,289 | $138.0K | 0.01% | +917+66.8% | Added |
| City Holding Co | 2,284 | $135.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,106 | $132.0K | 0.09% | −487−18.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,179 | $132.0K | 0.06% | +1,512+226.7% | Added |
| Highlander Capital Management, LLC | 2,130 | $129.0K | 0.06% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,123 | $128.0K | 0.11% | +2,123 | New |
| High Net Worth Advisory Group LLC | 2,110 | $127.0K | 0.04% | +2,110 | New |
| Prestige Wealth Management Group LLC | 2,066 | $125.0K | 0.03% | −8−0.4% | Reduced |
| Sierra Capital LLC | 2,074 | $125.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,268 | $124.0K | 0.08% | +1,504+196.9% | Added |
| Hexagon Capital Partners LLC | 2,036 | $123.0K | 0.03% | +50+2.5% | Added |
| Union Investments & Development Ltd. | 2,000 | $121.0K | 0.04% | +2,000 | New |
| CNB Bank | 1,979 | $120.0K | 0.07% | −215−9.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,974 | $119.0K | 0.00% | −36,440−94.9% | Reduced |
| Rock Creek Group, LP | 1,915 | $116.0K | 0.02% | +36+1.9% | Added |
| JFS Wealth Advisors, LLC | 1,916 | $116.0K | 0.01% | +230+13.6% | Added |
| Sargent Bickham Lagudis LLC | 1,910 | $115.0K | 0.01% | −192−9.1% | Reduced |
| Smithfield Trust Co | 1,912 | $115.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 1,910 | $115.0K | 0.05% | +1,910 | New |
| Gradient Investments LLC | 1,893 | $114.0K | 0.00% | +891+88.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,875 | $113.0K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,856 | $112.0K | 0.06% | +7+0.4% | Added |
| Future Financial Wealth Managment LLC | 1,775 | $112.0K | 0.09% | +1,775 | New |
| Fieldpoint Private Securities, LLC | 1,798 | $109.0K | 0.02% | +390+27.7% | Added |