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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 1,140 | $61.0K | 0.01% | +90+8.6% | Added |
| AllSquare Wealth Management LLC | 1,167 | $62.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,075 | $64.0K | 0.04% | −23,978−95.7% | Reduced |
| Rocky Mountain Advisers, LLC | 1,200 | $64.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,243 | $66.0K | 0.04% | −632−33.7% | Reduced |
| Hartford Financial Management Inc. | 1,241 | $66.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,237 | $66.0K | 0.02% | +5+0.4% | Added |
| Addison Advisors LLC | 1,247 | $67.0K | 0.04% | −17−1.3% | Reduced |
| Optimum Investment Advisors | 1,250 | $67.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,268 | $68.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,331 | $71.0K | 0.03% | +4+0.3% | Added |
| Avion Wealth | 1,373 | $73.0K | 0.02% | +11+0.8% | Added |
| Commons Capital, LLC | 1,391 | $74.0K | 0.08% | −1,114−44.5% | Reduced |
| FNY Investment Advisers, LLC | 1,400 | $74.0K | 0.07% | +400+40.0% | Added |
| Financial Avengers, Inc. | 1,415 | $76.0K | 0.05% | +12+0.9% | Added |
| Peoples Financial Services Corp. | 1,420 | $76.0K | 0.03% | +34+2.5% | Added |
| TCWP LLC | 1,445 | $77.0K | 0.01% | +1,445 | New |
| JCIC Asset Management Inc. | 1,480 | $79.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,492 | $80.0K | 0.07% | −5,117−77.4% | Reduced |
| Future Financial Wealth Managment LLC | 1,500 | $80.0K | 0.07% | −275−15.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,490 | $80.0K | 0.04% | +250+20.2% | Added |
| Nauset Wealth Management. LLC | 1,500 | $80.0K | 0.06% | +1,500 | New |
| Larson Financial Group LLC | 1,567 | $84.0K | 0.01% | +10+0.6% | Added |
| Spectrum Management Group, LLC | 1,595 | $85.0K | 0.01% | +1,595 | New |
| PFS Partners, LLC | 1,628 | $87.0K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,665 | $88.0K | 0.01% | −3−0.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,464 | $88.0K | 0.04% | +1,464 | New |
| CKW Financial Group | 1,700 | $89.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,716 | $92.0K | 0.01% | −617−26.4% | Reduced |
| Glassman Wealth Services | 1,724 | $92.0K | 0.02% | −52−2.9% | Reduced |
| First Command Financial Services, Inc. | 1,716 | $92.0K | 0.01% | +8+0.5% | Added |
| Clearview Wealth Advisors LLC | 1,771 | $95.0K | 0.06% | +453+34.4% | Added |
| TD Ameritrade Investment Management, LLC | 1,799 | $96.0K | 0.00% | −1,076−37.4% | Reduced |
| CVA Family Office, LLC | 1,834 | $98.0K | 0.02% | +1,380+304.0% | Added |
| Fieldpoint Private Securities, LLC | 1,864 | $100.0K | 0.02% | +66+3.7% | Added |
| PFG Private Wealth Management, LLC | 1,885 | $101.0K | 0.05% | +1,760+1,408.0% | Added |
| Smithfield Trust Co | 1,912 | $103.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,956 | $104.0K | 0.06% | −23−1.2% | Reduced |
| Sargent Bickham Lagudis LLC | 1,966 | $105.0K | 0.01% | +56+2.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,962 | $105.0K | 0.05% | +106+5.7% | Added |
| Union Investments & Development Ltd. | 2,000 | $107.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,036 | $109.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,048 | $109.0K | 0.01% | +2,048 | New |
| Prestige Wealth Management Group LLC | 2,067 | $110.0K | 0.03% | +10.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,072 | $111.0K | 0.05% | −107−4.9% | Reduced |
| Sierra Capital LLC | 2,074 | $111.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,130 | $114.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,160 | $115.0K | 0.01% | +244+12.7% | Added |
| Washington Trust Co | 2,209 | $118.0K | 0.00% | −65−2.9% | Reduced |
| City Holding Co | 2,284 | $122.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,293 | $122.0K | 0.01% | +2,293 | New |
| Beacon Capital Management, LLC | 2,263 | $122.0K | 0.03% | +2,263 | New |
| Kozak & Associates, Inc. | 2,268 | $124.0K | 0.08% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,345 | $125.0K | 0.06% | −75−3.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,413 | $129.0K | 0.07% | −151−5.9% | Reduced |
| Fortis Advisors, LLC | 2,423 | $129.0K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,472 | $132.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 2,477 | $132.0K | 0.01% | +44+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 2,534 | $136.0K | 0.00% | −163,091−98.5% | Reduced |
| Denali Advisors LLC | 2,600 | $139.0K | 0.05% | −4,300−62.3% | Reduced |
| Accel Wealth Management | 2,747 | $144.0K | 0.07% | +10.0% | Added |
| MV Capital Management, Inc. | 2,702 | $144.0K | 0.02% | +103+4.0% | Added |
| Caldwell Trust Co | 2,726 | $145.6K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,749 | $147.0K | 0.07% | +5+0.2% | Added |
| Benjamin Edwards Inc | 2,835 | $151.0K | 0.04% | +429+17.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $152.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,864 | $153.0K | 0.01% | +400+16.2% | Added |
| Silvant Capital Management LLC | 2,906 | $155.0K | 0.03% | +520+21.8% | Added |
| Oakworth Capital, Inc. | 2,924 | $156.0K | 0.01% | −100−3.3% | Reduced |
| Cambridge Trust Co | 2,966 | $158.0K | 0.01% | −2,040−40.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,976 | $158.0K | 0.04% | +298+11.1% | Added |
| Sutton Wealth Advisors Inc. | 2,960 | $158.1K | 0.05% | −183−5.8% | Reduced |
| Duncker Streett & Co Inc | 2,971 | $159.0K | 0.03% | +1,603+117.2% | Added |
| Evoke Wealth, LLC | 3,042 | $162.0K | 0.01% | −2,443−44.5% | Reduced |
| High Net Worth Advisory Group LLC | 3,025 | $162.0K | 0.06% | +915+43.4% | Added |
| FinTrust Capital Advisors, LLC | 3,122 | $166.0K | 0.04% | +2,491+394.8% | Added |
| Pacific Center for Financial Services | 3,189 | $170.0K | 0.06% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 3,200 | $171.0K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,235 | $172.7K | 0.00% | −1,113−25.6% | Reduced |
| Bartlett & Co. LLC | 3,235 | $173.0K | 0.00% | −1,113−25.6% | Reduced |
| Alpha Paradigm Partners, LLC | 3,307 | $177.0K | 0.07% | −11,399−77.5% | Reduced |
| Baystate Wealth Management LLC | 3,435 | $183.0K | 0.02% | −101−2.9% | Reduced |
| Private Capital Group, LLC | 3,427 | $183.0K | 0.04% | +228+7.1% | Added |
| Money Concepts Capital Corp | 3,434 | $183.0K | 0.01% | +3,434 | New |
| Raleigh Capital Management Inc. | 3,518 | $188.0K | 0.10% | +3,384+2,525.4% | Added |
| Rosenberg Matthew Hamilton | 3,572 | $191.0K | 0.07% | +212+6.3% | Added |
| TCI Wealth Advisors, Inc. | 3,585 | $192.0K | 0.03% | −2,330−39.4% | Reduced |
| Crewe Advisors LLC | 3,600 | $192.0K | 0.04% | +2,380+195.1% | Added |
| Gables Capital Management Inc. | 3,650 | $195.0K | 0.12% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,645 | $195.0K | 0.10% | +106+3.0% | Added |
| Rock Creek Group, LP | 3,722 | $199.0K | 0.03% | +1,807+94.4% | Added |
| Mark Stevens | 3,752 | $201.0K | 0.02% | −199−5.0% | Reduced |
| Platform Technology Partners | 3,756 | $201.0K | 0.10% | −187−4.7% | Reduced |
| Bridgewater Advisors Inc. | 3,789 | $202.0K | 0.05% | +3+0.1% | Added |
| Symphony Financial, Ltd. Co. | 4,060 | $203.0K | 0.05% | +81+2.0% | Added |
| Costello Asset Management, INC | 3,800 | $203.0K | 0.14% | −118−3.0% | Reduced |
| Emfo, LLC | 3,800 | $203.0K | 0.18% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,796 | $203.0K | 0.07% | +3,796 | New |
| Atlantic Trust, LLC | 3,815 | $204.0K | 0.14% | −2,590−40.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,798 | $204.0K | 0.14% | 00.0% | Unchanged |