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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1,776 | $107.0K | 0.02% | +107+6.4% | Added |
| Financial Management Professionals, Inc. | 1,745 | $105.0K | 0.02% | −152−8.0% | Reduced |
| First Command Financial Services, Inc. | 1,708 | $103.0K | 0.02% | −625−26.8% | Reduced |
| Gemmer Asset Management LLC | 1,668 | $101.0K | 0.01% | +16+1.0% | Added |
| Simon Quick Advisors, LLC | 1,661 | $100.0K | 0.03% | −10,070−85.8% | Reduced |
| CKW Financial Group | 1,700 | $100.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,628 | $98.3K | 0.07% | +1,628 | New |
| Covestor Ltd | 1,577 | $95.0K | 0.13% | +1,577 | New |
| Larson Financial Group LLC | 1,557 | $94.0K | 0.01% | +82+5.6% | Added |
| Webster Bank, N. A. | 1,535 | $92.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,480 | $89.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,403 | $85.0K | 0.05% | −204−12.7% | Reduced |
| Peoples Financial Services Corp. | 1,386 | $84.0K | 0.03% | −100−6.7% | Reduced |
| Duncker Streett & Co Inc | 1,368 | $83.0K | 0.01% | −347−20.2% | Reduced |
| Avion Wealth | 1,362 | $82.0K | 0.02% | +11+0.8% | Added |
| Clearview Wealth Advisors LLC | 1,318 | $80.0K | 0.05% | −94−6.7% | Reduced |
| TSFG, LLC | 1,327 | $80.0K | 0.03% | +3+0.2% | Added |
| MBM Wealth Consultants, LLC | 1,297 | $78.0K | 0.03% | −4,997−79.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,268 | $77.0K | 0.05% | +702+124.0% | Added |
| Addison Advisors LLC | 1,264 | $76.0K | 0.05% | +49+4.0% | Added |
| Hartford Financial Management Inc. | 1,241 | $75.0K | 0.02% | −3,524−74.0% | Reduced |
| Optimum Investment Advisors | 1,250 | $75.0K | 0.03% | −383−23.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,240 | $75.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,232 | $74.0K | 0.02% | −286−18.8% | Reduced |
| Crewe Advisors LLC | 1,220 | $74.0K | 0.02% | +1,220 | New |
| Rocky Mountain Advisers, LLC | 1,200 | $72.0K | 0.08% | +500+71.4% | Added |
| Equitec Proprietary Markets, LLC | 1,174 | $71.0K | 0.04% | +1,174 | New |
| Atlas Capital Advisors LLC | 1,161 | $70.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,167 | $70.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,145 | $69.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,140 | $69.0K | 0.01% | +1,140 | New |
| Ahrens Investment Partners LLC | 1,128 | $68.0K | 0.03% | +1,128 | New |
| Tilia Fiduciary Partners, Inc. | 1,126 | $68.0K | 0.05% | +1,126 | New |
| City State Bank | 1,089 | $66.0K | 0.04% | +1,089 | New |
| Tyler-Stone Wealth Management | 1,092 | $66.0K | 0.04% | +1,092 | New |
| Horan Securities, Inc. | 1,068 | $65.0K | 0.04% | +1,068 | New |
| West Paces Advisors Inc. | 1,060 | $64.0K | 0.02% | +93+9.6% | Added |
| Kings Point Capital Management | 1,067 | $64.0K | 0.01% | −9−0.8% | Reduced |
| Column Capital Advisors, LLC | 1,050 | $63.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,039 | $63.0K | 0.01% | +165+18.9% | Added |
| Earnest Partners LLC | 1,033 | $62.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,020 | $62.0K | 0.00% | +1,020 | New |
| Key Financial Inc | 1,004 | $61.0K | 0.03% | +75+8.1% | Added |
| Tucker Asset Management LLC | 1,000 | $60.4K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $60.0K | 0.03% | +860+614.3% | Added |
| Plante Moran Financial Advisors, LLC | 972 | $59.0K | 0.01% | −708−42.1% | Reduced |
| JNBA Financial Advisors | 966 | $58.0K | 0.01% | +80+9.0% | Added |
| South State Corp. | 922 | $56.0K | 0.00% | +209+29.3% | Added |
| Core Wealth Advisors, Inc. | 920 | $56.0K | 0.03% | +825+868.4% | Added |
| Center for Financial Planning, Inc. | 890 | $54.0K | 0.01% | −205−18.7% | Reduced |
| Ellis Investment Partners, LLC | 900 | $54.0K | 0.01% | +107+13.5% | Added |
| Bollard Group LLC | 866 | $52.0K | 0.00% | +4+0.5% | Added |
| Schubert & Co | 856 | $52.0K | 0.05% | +856 | New |
| Sittner & Nelson, LLC | 845 | $51.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 817 | $49.0K | 0.01% | +817 | New |
| First Financial Corp | 800 | $48.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 766 | $46.0K | 0.02% | −900−54.0% | Reduced |
| Mascoma Wealth Management LLC | 763 | $46.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 760 | $46.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 747 | $45.0K | 0.02% | −105−12.3% | Reduced |
| Arlington Partners LLC | 750 | $45.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $45.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 718 | $43.0K | 0.01% | +718 | New |
| Founders Capital Management | 700 | $42.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 674 | $41.0K | 0.01% | −109−13.9% | Reduced |
| Vigilant Capital Management, LLC | 675 | $41.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 675 | $41.0K | 0.01% | +5+0.7% | Added |
| S.A. Mason LLC | 665 | $40.0K | 0.02% | −600−47.4% | Reduced |
| Logan Capital Management Inc | 663 | $40.0K | 0.00% | −2−0.3% | Reduced |
| Charter Oak Capital Management, LLC | 657 | $40.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 631 | $38.0K | 0.01% | −407−39.2% | Reduced |
| Godsey & Gibb Associates | 630 | $38.0K | 0.01% | −210−25.0% | Reduced |
| Hudock, Inc. | 642 | $38.0K | 0.01% | +4+0.6% | Added |
| Annapolis Financial Services, LLC | 610 | $37.0K | 0.01% | +55+9.9% | Added |
| Cordasco Financial Network | 616 | $37.0K | 0.02% | +500+431.0% | Added |
| SkyView Investment Advisors, LLC | 605 | $37.0K | 0.01% | +605 | New |
| First Community Trust NA | 605 | $36.5K | 0.03% | +605 | New |
| Cranbrook Wealth Management, LLC | 595 | $36.0K | 0.01% | −21−3.4% | Reduced |
| BerganKDV Wealth Management, LLC | 597 | $36.0K | 0.00% | +33+5.9% | Added |
| Bivin & Associates, Inc. | 595 | $36.0K | 0.03% | +595 | New |
| Motco | 583 | $35.0K | 0.00% | −498−46.1% | Reduced |
| Sound Income Strategies, LLC | 580 | $35.0K | 0.00% | −159−21.5% | Reduced |
| Bell Investment Advisors, Inc | 583 | $35.0K | 0.01% | +214+58.0% | Added |
| Sandy Cove Advisors, LLC | 581 | $35.0K | 0.03% | +581 | New |
| Financial Perspectives, Inc | 566 | $34.2K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $34.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 558 | $34.0K | 0.01% | +21+3.9% | Added |
| Curi Capital | 577 | $34.0K | 0.01% | +577 | New |
| Credential Qtrade Securities Inc. | 560 | $33.8K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 535 | $32.0K | 0.01% | +265+98.1% | Added |
| Ahl Investment Management, Inc. | 530 | $32.0K | 0.03% | +530 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 528 | $31.0K | 0.00% | +1+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 522 | $31.0K | 0.01% | +522 | New |
| Gordian Capital Singapore Pte Ltd | 500 | $31.0K | 0.02% | +500 | New |
| Horrell Capital Management, Inc. | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 500 | $30.0K | 0.02% | +500 | New |
| WFA Asset Management Corp | 480 | $29.0K | 0.02% | +480 | New |
| Harvest Fund Management Co., Ltd | 496 | $29.0K | 0.00% | 00.0% | Unchanged |