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, Q1 2022
Institutional positions in Citigroup Inc as of Mar 31, 2022. 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
- 1,761
- −54 vs. Q4 2021
- Shares held
- 1.45B
- −41.1M (−2.8%) vs. Q4 2021
- Total value
- $77.4B
- −$12.7B (−14.1%) vs. Q4 2021
- New holders
- 140
- 705 more added
- Sold out
- 194
- 702 more reduced
23 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,064 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bray Capital Advisors | 300 | $16.0K | 0.00% | +300 | New |
| Advocacy Wealth Management Services, LLC | 319 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 327 | $17.0K | 0.00% | +327 | New |
| Valley Forge Investment Consultants Inc Adv | 335 | $18.0K | 0.01% | −200−37.4% | Reduced |
| Alaethes Wealth LLC | 340 | $18.0K | 0.01% | +203+148.2% | Added |
| Trust Co | 360 | $19.0K | 0.00% | −30−7.7% | Reduced |
| Laurel Wealth Advisors LLC | 362 | $19.0K | 0.00% | +1+0.3% | Added |
| West Bancorporation Inc | 352 | $19.0K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 365 | $20.0K | 0.01% | +365 | New |
| Antonetti Capital Management LLC | 400 | $21.0K | 0.02% | −2,000−83.3% | Reduced |
| Bellwether Advisors, LLC | 410 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 393 | $21.0K | 0.00% | +240+156.9% | Added |
| McCarthy Asset Management, Inc. | 391 | $21.0K | 0.01% | +346+768.9% | Added |
| Tortoise Investment Management, LLC | 421 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 417 | $22.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $22.0K | 0.01% | 00.0% | Unchanged |
| blooom, inc. | 12,062 | $22.0K | 0.02% | +46+0.4% | Added |
| Front Row Advisors LLC | 407 | $22.0K | 0.01% | +119+41.3% | Added |
| Atticus Wealth Management, LLC | 405 | $22.0K | 0.01% | +209+106.6% | Added |
| MBM Wealth Consultants, LLC | 425 | $23.0K | 0.01% | −872−67.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 433 | $23.0K | 0.00% | −539−55.5% | Reduced |
| Sage Financial Group Inc | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 442 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 449 | $24.0K | 0.01% | +449 | New |
| Raffa Wealth Management, LLC | 451 | $24.1K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 483 | $25.8K | 0.02% | +3+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 495 | $26.0K | 0.02% | −631−56.0% | Reduced |
| Harvest Fund Management Co., Ltd | 496 | $26.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 489 | $26.0K | 0.04% | +4+0.8% | Added |
| Logan Capital Management Inc | 510 | $27.0K | 0.00% | −153−23.1% | Reduced |
| Horrell Capital Management, Inc. | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 519 | $28.0K | 0.00% | −156−23.1% | Reduced |
| Hudock, Inc. | 534 | $28.0K | 0.01% | −108−16.8% | Reduced |
| Loomis Sayles & Co L P | 543 | $29.0K | 0.00% | −28,650−98.1% | Reduced |
| Webster Bank, N. A. | 536 | $29.0K | 0.00% | −999−65.1% | Reduced |
| Credential Qtrade Securities Inc. | 560 | $29.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 565 | $30.0K | 0.01% | −1,180−67.6% | Reduced |
| BerganKDV Wealth Management, LLC | 567 | $30.0K | 0.00% | −30−5.0% | Reduced |
| Bivin & Associates, Inc. | 565 | $30.0K | 0.03% | −30−5.0% | Reduced |
| Valley National Advisers Inc | 558 | $30.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $30.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 554 | $30.0K | 0.01% | +367+196.3% | Added |
| Financial Perspectives, Inc | 566 | $30.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 586 | $31.0K | 0.01% | −24−3.9% | Reduced |
| Motco | 583 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 580 | $31.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 605 | $32.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 592 | $32.0K | 0.00% | +246+71.1% | Added |
| Cyrus J. Lawrence, LLC | 601 | $32.0K | 0.01% | +601 | New |
| Cordasco Financial Network | 616 | $33.0K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 500 | $33.0K | 0.03% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 626 | $33.0K | 0.01% | +626 | New |
| Norwood Financial Corp | 644 | $34.0K | 0.05% | +340+111.8% | Added |
| Charter Oak Capital Management, LLC | 658 | $35.0K | 0.00% | +1+0.2% | Added |
| Rise Advisors, LLC | 648 | $35.0K | 0.03% | +595+1,122.6% | Added |
| S.A. Mason LLC | 665 | $36.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 666 | $36.0K | 0.02% | +593+812.3% | Added |
| Lloyd Advisory Services, LLC. | 680 | $36.0K | 0.02% | +672+8,400.0% | Added |
| Kings Point Capital Management | 719 | $38.0K | 0.00% | −348−32.6% | Reduced |
| First Financial Corp | 706 | $38.0K | 0.02% | −94−11.8% | Reduced |
| Dividend Assets Capital, LLC | 745 | $40.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 747 | $40.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 755 | $40.0K | 0.01% | +80+11.9% | Added |
| Joseph P. Lucia & Associates, LLC | 744 | $40.0K | 0.02% | +744 | New |
| Jackson, Grant Investment Advisers, Inc. | 766 | $41.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 760 | $41.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 760 | $41.0K | 0.01% | +500+192.3% | Added |
| Hillsdale Investment Management Inc. | 794 | $42.0K | 0.00% | −226−22.2% | Reduced |
| Founders Capital Management | 700 | $42.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 809 | $43.0K | 0.01% | +620+328.0% | Added |
| Blue Bell Private Wealth Management, LLC | 817 | $44.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 852 | $45.0K | 0.05% | −4−0.5% | Reduced |
| Sittner & Nelson, LLC | 845 | $45.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 865 | $46.0K | 0.03% | −39,294−97.8% | Reduced |
| South State Corp. | 884 | $47.0K | 0.00% | −38−4.1% | Reduced |
| Bollard Group LLC | 871 | $47.0K | 0.00% | +5+0.6% | Added |
| Sandy Cove Advisors, LLC | 872 | $47.0K | 0.04% | +291+50.1% | Added |
| Center for Financial Planning, Inc. | 894 | $48.0K | 0.01% | +4+0.4% | Added |
| Mascoma Wealth Management LLC | 948 | $51.0K | 0.02% | +185+24.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 961 | $51.0K | 0.00% | +433+82.0% | Added |
| GHP Investment Advisors, Inc. | 947 | $51.0K | 0.00% | +947 | New |
| JNBA Financial Advisors | 966 | $52.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 976 | $52.1K | 0.02% | −84−7.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 997 | $53.0K | 0.04% | +997 | New |
| Tucker Asset Management LLC | 1,000 | $53.4K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,010 | $54.0K | 0.03% | −79−7.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,025 | $55.0K | 0.01% | −14−1.3% | Reduced |
| Earnest Partners LLC | 1,033 | $55.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,075 | $57.0K | 0.03% | +7+0.7% | Added |
| Lee Financial Co | 1,058 | $57.0K | 0.01% | +384+57.0% | Added |
| Tyler-Stone Wealth Management | 1,092 | $58.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,099 | $58.7K | 0.01% | −62−5.3% | Reduced |
| Power Corp of Canada | 1,100 | $59.0K | 0.00% | +1,100 | New |
| Monetary Management Group Inc | 1,145 | $61.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,134 | $61.0K | 0.02% | +6+0.5% | Added |