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 |
|---|---|---|---|---|---|
| Colrain Capital LLC | 37,575 | $2.27M | 3.66% | +8,000+27.0% | Added |
| GFS Advisors, LLC | 37,541 | $2.27M | 0.37% | +34,293+1,055.8% | Added |
| Stonebridge Capital Advisors LLC | 37,506 | $2.27M | 0.25% | −149−0.4% | Reduced |
| Winch Advisory Services, LLC | 37,402 | $2.26M | 0.75% | +1,467+4.1% | Added |
| Shikiar Asset Management Inc | 37,366 | $2.26M | 0.57% | −8,340−18.2% | Reduced |
| Equitable Holdings, Inc. | 37,331 | $2.25M | 0.04% | −1,148−3.0% | Reduced |
| Middleton & Co Inc | 37,251 | $2.25M | 0.22% | −6,534−14.9% | Reduced |
| Ayrshire Capital Management LLC | 37,097 | $2.24M | 1.14% | −3,308−8.2% | Reduced |
| Spirit of America Management Corp | 36,700 | $2.22M | 0.44% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36,529 | $2.21M | 0.34% | +408+1.1% | Added |
| Relative Value Partners Group, LLC | 36,404 | $2.20M | 0.16% | +26,854+281.2% | Added |
| Horizon Investments, LLC | 36,418 | $2.18M | 0.07% | +678+1.9% | Added |
| Meiji Yasuda Life Insurance Co | 35,802 | $2.16M | 0.04% | −5,801−13.9% | Reduced |
| Varma Mutual Pension Insurance Co | 35,591 | $2.15M | 0.03% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 35,285 | $2.13M | 0.07% | −513−1.4% | Reduced |
| Canandaigua National Corp | 35,254 | $2.13M | 0.31% | +143+0.4% | Added |
| Hills Bank & Trust Co | 35,249 | $2.13M | 0.29% | +867+2.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 31,464 | $2.13M | 1.03% | +4,767+17.9% | Added |
| Central Trust Co | 35,225 | $2.13M | 0.06% | −5,625−13.8% | Reduced |
| Toroso Investments, LLC | 35,144 | $2.12M | 0.06% | +17,413+98.2% | Added |
| Sterling Investment Management, Inc. | 35,033 | $2.12M | 1.32% | −114−0.3% | Reduced |
| Prelude Capital Management, LLC | 34,773 | $2.10M | 0.10% | +22,191+176.4% | Added |
| Schechter Investment Advisors, LLC | 34,720 | $2.10M | 0.19% | +34,720 | New |
| Caxton Associates LP | 34,697 | $2.10M | 0.27% | +28,300+442.4% | Added |
| Shelton Capital Management | 34,666 | $2.09M | 0.07% | −435−1.2% | Reduced |
| Belpointe Asset Management LLC | 34,638 | $2.09M | 0.13% | −652−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 34,593 | $2.09M | 0.04% | −8,150−19.1% | Reduced |
| Boston Private Wealth LLC | 34,569 | $2.09M | 0.03% | −7,221−17.3% | Reduced |
| Alaska Permanent Fund Corp | 32,000 | $2.08M | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 34,186 | $2.06M | 1.05% | −506−1.5% | Reduced |
| Carret Asset Management, LLC | 34,114 | $2.06M | 0.23% | +86+0.3% | Added |
| Wunderlich Capital Managemnt | 33,978 | $2.05M | 0.91% | +774+2.3% | Added |
| Summit X, LLC | 33,848 | $2.05M | 0.48% | +1,740+5.4% | Added |
| IBM Retirement Fund | 33,743 | $2.04M | 0.25% | −23,493−41.0% | Reduced |
| Ameritas Investment Partners, Inc. | 33,643 | $2.03M | 0.07% | −21,461−38.9% | Reduced |
| Armstrong Shaw Associates Inc | 33,526 | $2.02M | 1.65% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 33,142 | $2.00M | 0.42% | +2,375+7.7% | Added |
| Richard P Slaughter Associates Inc | 33,057 | $2.00M | 0.71% | +402+1.2% | Added |
| BBR Partners, LLC | 32,889 | $1.99M | 0.23% | −1,498−4.4% | Reduced |
| Cullinan Associates Inc | 32,826 | $1.98M | 0.10% | +3,600+12.3% | Added |
| EMG Holdings, L.P. | 32,799 | $1.98M | 0.74% | +32,799 | New |
| JustInvest LLC | 32,720 | $1.98M | 0.12% | −12,857−28.2% | Reduced |
| Eastover Investment Advisors LLC | 32,486 | $1.96M | 1.13% | +1,137+3.6% | Added |
| Jackson Hole Capital Partners, LLC | 32,398 | $1.96M | 0.61% | −1,416−4.2% | Reduced |
| Maven Securities LTD | 32,329 | $1.95M | 0.24% | +20,485+173.0% | Added |
| Agf Investments Inc. | 32,316 | $1.95M | 0.01% | +32,316 | New |
| Empirical Finance, LLC | 32,306 | $1.95M | 0.23% | +5,275+19.5% | Added |
| CSS LLC | 32,221 | $1.95M | 0.09% | +22,920+246.4% | Added |
| Triangle Securities Wealth Management | 32,088 | $1.94M | 0.61% | +704+2.2% | Added |
| IPG Investment Advisors LLC | 32,085 | $1.94M | 0.35% | +32,085 | New |
| Analyst IMS Investment Management Services Ltd. | 31,971 | $1.93M | 0.18% | +449+1.4% | Added |
| Consilium Wealth Advisory, LLC | 31,733 | $1.92M | 1.24% | +31,733 | New |
| Bank of Nova Scotia Trust Co | 31,694 | $1.91M | 0.17% | +341+1.1% | Added |
| Soltis Investment Advisors LLC | 31,630 | $1.91M | 0.27% | −8,299−20.8% | Reduced |
| Greytown Advisors Inc. | 31,572 | $1.91M | 0.81% | −776−2.4% | Reduced |
| Advisory Services Network, LLC | 31,528 | $1.90M | 0.05% | +1,577+5.3% | Added |
| RMB Capital Management, LLC | 31,504 | $1.90M | 0.06% | −6,633−17.4% | Reduced |
| Tandem Capital Management Corp | 31,432 | $1.90M | 1.09% | +690+2.2% | Added |
| Independent Advisor Alliance | 31,428 | $1.90M | 0.09% | +693+2.3% | Added |
| Sigma Planning Corp | 31,418 | $1.90M | 0.05% | +10,214+48.2% | Added |
| HCR Wealth Advisors | 31,211 | $1.89M | 0.29% | −3,359−9.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 31,125 | $1.88M | 0.06% | −8,300−21.1% | Reduced |
| Murphy Capital Management Inc | 31,052 | $1.88M | 0.20% | −1,190−3.7% | Reduced |
| Vantis Investment Advisers L.P. | 30,900 | $1.87M | 1.93% | −50,300−61.9% | Reduced |
| Meridian Investment Counsel Inc. | 30,832 | $1.86M | 0.62% | −56−0.2% | Reduced |
| Cozad Asset Management Inc | 30,793 | $1.86M | 0.26% | −3,350−9.8% | Reduced |
| Capital Markets Trading UK LLP | 30,806 | $1.86M | 2.35% | +26,177+565.5% | Added |
| Navis Wealth Advisors, LLC | 30,609 | $1.85M | 1.55% | 00.0% | Unchanged |
| Veriti Management LLC | 30,530 | $1.84M | 0.24% | −1,893−5.8% | Reduced |
| Pearl River Capital, LLC | 30,508 | $1.84M | 0.50% | +30,508 | New |
| Pensionfund DSM Netherlands | 30,000 | $1.81M | 0.21% | 00.0% | Unchanged |
| Altrafin AG | 30,000 | $1.81M | 0.65% | +30,000 | New |
| Stratos Wealth Advisors, LLC | 29,984 | $1.81M | 0.13% | +2,181+7.8% | Added |
| Sowell Financial Services LLC | 29,934 | $1.81M | 0.10% | −263−0.9% | Reduced |
| Berkshire Bank | 29,814 | $1.80M | 0.40% | +365+1.2% | Added |
| Comerica Securities,inc. | 29,809 | $1.80M | 0.12% | +488+1.7% | Added |
| Ritholtz Wealth Management | 29,605 | $1.79M | 0.11% | −2,988−9.2% | Reduced |
| Lynch Asset Management, Inc. | 29,600 | $1.79M | 1.24% | +29,600 | New |
| American Portfolios Advisors | 29,578 | $1.79M | 0.06% | +4,509+18.0% | Added |
| American National Insurance Co | 29,470 | $1.78M | 0.39% | −160,319−84.5% | Reduced |
| Apollon Wealth Management, LLC | 29,411 | $1.78M | 0.14% | +24,224+467.0% | Added |
| Loomis Sayles & Co L P | 29,193 | $1.76M | 0.00% | +2,588+9.7% | Added |
| Avantax Planning Partners, Inc. | 29,111 | $1.76M | 0.07% | −11,779−28.8% | Reduced |
| Birmingham Capital Management Co Inc | 29,052 | $1.75M | 0.63% | −750−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 29,042 | $1.75M | 0.07% | +3,342+13.0% | Added |
| Cohen Investment Advisors LLC | 28,962 | $1.75M | 1.25% | −396−1.3% | Reduced |
| Altium Wealth Management LLC | 28,721 | $1.73M | 0.11% | +777+2.8% | Added |
| Stratos Wealth Partners, LTD. | 28,643 | $1.73M | 0.04% | +501+1.8% | Added |
| Shepherd Financial Partners LLC | 28,538 | $1.72M | 0.30% | +781+2.8% | Added |
| Deseret Mutual Benefit Administrators | 28,434 | $1.72M | 0.29% | +549+2.0% | Added |
| Wintrust Investments LLC | 28,301 | $1.71M | 0.16% | +3,939+16.2% | Added |
| Kinneret Advisory, LLC | 28,263 | $1.71M | 0.18% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 28,040 | $1.69M | 0.30% | +28,040 | New |
| Schnieders Capital Management LLC | 27,935 | $1.69M | 0.39% | +3,703+15.3% | Added |
| Stillwater Investment Management, LLC | 27,923 | $1.69M | 0.41% | +98+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 27,849 | $1.68M | 0.47% | +6,893+32.9% | Added |
| Trust Co of Oklahoma | 27,813 | $1.68M | 0.57% | −1,473−5.0% | Reduced |
| Mirabella Financial Services LLP | 27,584 | $1.67M | 0.17% | +27,584 | New |
| Yarbrough Capital, LLC | 27,582 | $1.67M | 0.09% | +27,582 | New |
| First Hawaiian Bank | 27,535 | $1.66M | 0.05% | +18,465+203.6% | Added |