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 |
|---|---|---|---|---|---|
| Winthrop Advisory Group LLC | 3,828 | $204.0K | 0.04% | +3,828 | New |
| 626 Financial, LLC | 3,830 | $205.0K | 0.13% | +35+0.9% | Added |
| Hamilton Capital, LLC | 3,836 | $205.0K | 0.01% | +3,836 | New |
| West Chester Capital Advisors, Inc | 3,855 | $206.0K | 0.15% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,871 | $207.0K | 0.01% | −515−11.7% | Reduced |
| MONECO Advisors, LLC | 3,874 | $207.0K | 0.08% | +3,874 | New |
| Monterey Private Wealth, Inc. | 3,769 | $207.0K | 0.10% | +3,769 | New |
| Aquatic Capital Management LLC | 3,900 | $208.0K | 0.31% | −1,600−29.1% | Reduced |
| Arkadios Wealth Advisors | 3,899 | $208.0K | 0.03% | +263+7.2% | Added |
| First National Bank of South Miami | 3,891 | $208.0K | 0.13% | +617+18.8% | Added |
| Simon Quick Advisors, LLC | 3,890 | $208.0K | 0.06% | +2,229+134.2% | Added |
| B&D White Capital Company, LLC | 3,900 | $208.0K | 0.07% | +3,900 | New |
| Pavion Blue Capital, LLC | 3,936 | $210.0K | 0.12% | −21−0.5% | Reduced |
| First Nebraska Trust Co | 3,940 | $210.4K | 0.02% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,950 | $211.0K | 0.11% | −19,003−82.8% | Reduced |
| D'Orazio & Associates, Inc. | 3,944 | $211.0K | 0.05% | −517−11.6% | Reduced |
| Bahl & Gaynor Inc | 3,948 | $211.0K | 0.00% | +3+0.1% | Added |
| Jump Financial, LLC | 3,945 | $211.0K | 0.01% | +3,945 | New |
| Sonata Capital Group Inc | 3,989 | $213.0K | 0.09% | −700−14.9% | Reduced |
| Trustco Bank Corp N Y | 3,988 | $213.0K | 0.21% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 4,000 | $213.0K | 0.07% | +18+0.5% | Added |
| Sanders Morris Harris LLC | 3,994 | $214.0K | 0.04% | −54,854−93.2% | Reduced |
| Roble, Belko & Company, Inc | 4,013 | $214.0K | 0.04% | −100−2.4% | Reduced |
| Atwood & Palmer Inc | 4,000 | $214.0K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,030 | $215.2K | 0.28% | +528+15.1% | Added |
| Legacy Wealth Planning, LLC | 4,049 | $216.0K | 0.25% | 00.0% | Unchanged |
| Check Capital Management Inc | 4,048 | $216.0K | 0.02% | 00.0% | Unchanged |
| DMG Group, LLC | 4,228 | $217.0K | 0.24% | −1,541−26.7% | Reduced |
| Annandale Capital, LLC | 4,067 | $217.0K | 0.09% | −140−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 4,079 | $218.0K | 0.05% | −640−13.6% | Reduced |
| Beaumont Financial Partners, LLC | 4,084 | $218.0K | 0.02% | +26+0.6% | Added |
| Telemus Capital, LLC | 4,077 | $218.0K | 0.02% | +118+3.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,077 | $218.0K | 0.01% | +268+7.0% | Added |
| CMG Global Holdings, LLC | 4,105 | $219.0K | 0.18% | +30+0.7% | Added |
| Aigen Investment Management, LP | 4,111 | $220.0K | 0.04% | −135,337−97.1% | Reduced |
| Harbor Investment Advisory, LLC | 4,124 | $220.0K | 0.03% | −5,512−57.2% | Reduced |
| Tamar Securities, LLC | 4,136 | $221.0K | 0.06% | −97,203−95.9% | Reduced |
| Resource Consulting Group Inc | 4,140 | $221.0K | 0.08% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,167 | $222.0K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 4,162 | $222.0K | 0.14% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,150 | $222.0K | 0.19% | +430+11.6% | Added |
| Eqis Capital Management, Inc. | 4,184 | $223.0K | 0.02% | −13,296−76.1% | Reduced |
| RDA Financial Network | 4,173 | $223.0K | 0.09% | −2,380−36.3% | Reduced |
| Meridian Wealth Advisors, LLC | 4,236 | $226.0K | 0.05% | −75−1.7% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $226.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 4,255 | $227.0K | 0.01% | +13+0.3% | Added |
| Voya Financial Advisors, Inc. | 4,130 | $227.0K | 0.03% | +460+12.5% | Added |
| K.J. Harrison & Partners Inc | 4,277 | $228.0K | 0.04% | −2,000−31.9% | Reduced |
| Waller Financial Planning Group, Inc | 4,262 | $228.0K | 0.06% | −280−6.2% | Reduced |
| Cottage Street Advisors LLC | 4,336 | $228.0K | 0.14% | +10.0% | Added |
| Lafayette Investments, Inc. | 4,261 | $228.0K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,270 | $228.0K | 0.04% | +894+26.5% | Added |
| Gilbert & Cook, Inc. | 4,294 | $229.0K | 0.04% | +225+5.5% | Added |
| L2 Asset Management, LLC | 4,292 | $229.0K | 0.14% | +710+19.8% | Added |
| Gitterman Wealth Management, LLC | 4,303 | $230.0K | 0.19% | −2,442−36.2% | Reduced |
| Apriem Advisors | 4,315 | $230.0K | 0.03% | −996−18.8% | Reduced |
| Gs Investments, Inc. | 4,499 | $230.0K | 0.13% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 4,309 | $230.0K | 0.12% | +624+16.9% | Added |
| Abbrea Capital, LLC | 4,334 | $231.0K | 0.03% | +575+15.3% | Added |
| Cardiff Park Advisors, LLC | 4,326 | $231.0K | 0.03% | +4,326 | New |
| Periscope Capital Inc. | 4,418 | $236.0K | 0.01% | −1,220−21.6% | Reduced |
| Woodward Diversified Capital, LLC | 4,473 | $239.0K | 0.16% | −887−16.5% | Reduced |
| Wade G W & Inc | 4,484 | $239.0K | 0.01% | −379−7.8% | Reduced |
| Whitener Capital Management, Inc. | 4,485 | $239.0K | 0.09% | 00.0% | Unchanged |
| Navellier & Associates Inc | 4,500 | $240.0K | 0.04% | −200−4.3% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $240.0K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $240.0K | 0.16% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,500 | $240.0K | 0.16% | +1,600+55.2% | Added |
| Almitas Capital LLC | 4,500 | $240.0K | 0.14% | +4,500 | New |
| Financial Advocates Investment Management | 4,518 | $241.0K | 0.02% | −478−9.6% | Reduced |
| Calton & Associates, Inc. | 4,524 | $241.0K | 0.07% | −68−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 4,510 | $241.0K | 0.05% | +985+27.9% | Added |
| Global Retirement Partners, LLC | 4,572 | $241.0K | 0.02% | +4,572 | New |
| Lake Street Financial LLC | 4,532 | $242.0K | 0.04% | −11,486−71.7% | Reduced |
| Geller Advisors LLC | 4,523 | $242.0K | 0.05% | 00.0% | Unchanged |
| Hyman Charles D | 4,553 | $243.0K | 0.02% | −158−3.4% | Reduced |
| Journey Strategic Wealth LLC | 4,583 | $244.0K | 0.03% | −5,511−54.6% | Reduced |
| Mission Wealth Management, LP | 4,567 | $244.0K | 0.01% | −756−14.2% | Reduced |
| Allied Investment Advisors, LLC | 4,595 | $245.0K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,602 | $246.0K | 0.30% | −4,939−51.8% | Reduced |
| Boothbay Fund Management, LLC | 4,625 | $247.0K | 0.01% | −3,627−44.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,623 | $247.0K | 0.07% | −350−7.0% | Reduced |
| Klingenstein Fields & Co LP | 4,630 | $247.0K | 0.01% | −14−0.3% | Reduced |
| Peoples Bank | 4,660 | $249.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,652 | $249.0K | 0.04% | +133+2.9% | Added |
| Summit Global Investments | 4,680 | $250.0K | 0.02% | +7+0.1% | Added |
| LVZ Advisors, Inc. | 4,678 | $250.0K | 0.03% | +505+12.1% | Added |
| Payden & Rygel | 4,700 | $251.0K | 0.01% | −257,542−98.2% | Reduced |
| Stokes Family Office, LLC | 4,702 | $251.0K | 0.03% | +164+3.6% | Added |
| First Dallas Securities Inc. | 4,707 | $251.0K | 0.14% | +932+24.7% | Added |
| SlateStone Wealth, LLC | 4,777 | $255.0K | 0.06% | −1,002−17.3% | Reduced |
| Hayek Kallen Investment Management | 4,771 | $255.0K | 0.09% | +9+0.2% | Added |
| DRW Securities, LLC | 4,822 | $257.0K | 0.06% | −2,697−35.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,821 | $257.0K | 0.07% | +331+7.4% | Added |
| Confluence Wealth Services, Inc. | 4,843 | $258.0K | 0.09% | −71−1.4% | Reduced |
| First Citizens Financial Corp | 4,823 | $258.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,841 | $258.0K | 0.03% | +781+19.2% | Added |
| Gradient Investments LLC | 4,824 | $258.0K | 0.01% | +2,931+154.8% | Added |
| GeoWealth Management, LLC | 4,849 | $259.0K | 0.02% | −1,662−25.5% | Reduced |
| Tarbox Family Office, Inc. | 4,853 | $259.0K | 0.05% | −380−7.3% | Reduced |