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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 4,843 | $259.0K | 0.05% | −377−7.2% | Reduced |
| Sage Mountain Advisors LLC | 4,873 | $260.0K | 0.04% | −19−0.4% | Reduced |
| Endurance Wealth Management, Inc. | 4,865 | $260.0K | 0.03% | +275+6.0% | Added |
| Covestor Ltd | 4,860 | $260.0K | 0.18% | +3,283+208.2% | Added |
| Drive Wealth Management, LLC | 4,874 | $260.0K | 0.22% | +4,874 | New |
| First National Corp | 4,895 | $261.0K | 0.06% | +45+0.9% | Added |
| Affinity Investment Advisors, LLC | 4,911 | $262.0K | 0.11% | −172−3.4% | Reduced |
| Buckingham Strategic Partners | 4,867 | $262.0K | 0.03% | +4,867 | New |
| Onyx Bridge Wealth Group LLC | 5,302 | $263.0K | 0.10% | +5,302 | New |
| Triumph Capital Management | 4,946 | $264.0K | 0.11% | +4,946 | New |
| Budros, Ruhlin & Roe, Inc. | 4,961 | $265.0K | 0.03% | −116−2.3% | Reduced |
| Apeiron RIA LLC | 5,294 | $265.0K | 0.13% | +222+4.4% | Added |
| Sage Investment Advisers LLC | 4,967 | $265.0K | 0.35% | +61+1.2% | Added |
| Humankind Investments LLC | 4,961 | $265.0K | 0.11% | +311+6.7% | Added |
| Clark Capital Management Group, Inc. | 4,972 | $266.0K | 0.00% | −158−3.1% | Reduced |
| Successful Portfolios LLC | 5,006 | $267.0K | 0.15% | −54−1.1% | Reduced |
| Harbor Advisors LLC | 5,000 | $267.0K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,830 | $268.0K | 0.02% | −92−1.9% | Reduced |
| Gamble Jones Investment Counsel | 5,010 | $268.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5,016 | $268.0K | 0.08% | +131+2.7% | Added |
| Lantz Financial LLC | 5,031 | $269.0K | 0.11% | −137−2.7% | Reduced |
| WBH Advisory Inc | 5,391 | $270.0K | 0.03% | +253+4.9% | Added |
| Clarity Financial LLC | 5,091 | $272.0K | 0.06% | +50+1.0% | Added |
| Laidlaw Wealth Management LLC | 5,121 | $273.0K | 0.05% | −918−15.2% | Reduced |
| Blueshift Asset Management, LLC | 5,156 | $275.0K | 0.03% | −1,397−21.3% | Reduced |
| Angeles Investment Advisors, LLC | 5,145 | $275.0K | 0.02% | −683−11.7% | Reduced |
| Wealthsource Partners, LLC | 5,153 | $275.0K | 0.02% | −32−0.6% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,175 | $276.0K | 0.03% | −335−6.1% | Reduced |
| 1st Source Bank | 5,175 | $276.0K | 0.02% | −150−2.8% | Reduced |
| Compass Financial Advisors LLC | 5,169 | $276.0K | 0.31% | +19+0.4% | Added |
| McDaniel Terry & Co | 5,168 | $276.0K | 0.03% | +5,168 | New |
| Visionary Wealth Advisors | 5,178 | $277.0K | 0.02% | +490+10.5% | Added |
| First Foundation Advisors | 5,184 | $277.0K | 0.01% | +1,236+31.3% | Added |
| Pinnacle Bancorp, Inc. | 5,180 | $277.0K | 0.10% | +1,242+31.5% | Added |
| Tobam | 5,193 | $277.0K | 0.01% | +5,193 | New |
| Trustcore Financial Services, LLC | 5,203 | $278.0K | 0.02% | +339+7.0% | Added |
| CAPROCK Group, Inc. | 5,217 | $279.0K | 0.03% | −5,285−50.3% | Reduced |
| Ifrah Financial Services, Inc. | 5,252 | $280.0K | 0.08% | +24+0.5% | Added |
| Orca Investment Management, LLC | 5,271 | $281.0K | 0.23% | +15+0.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $282.0K | 0.17% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,274 | $282.0K | 0.00% | +907+20.8% | Added |
| Modera Wealth Management, LLC | 5,299 | $283.0K | 0.01% | −11,924−69.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,306 | $283.0K | 0.08% | +20.0% | Added |
| X-Square Capital, LLC | 5,301 | $283.0K | 0.15% | +193+3.8% | Added |
| First National Bank | 5,314 | $283.0K | 0.26% | +360+7.3% | Added |
| Ellis Investment Partners, LLC | 5,301 | $283.0K | 0.07% | +4,401+489.0% | Added |
| Tiedemann Advisors, LLC | 5,304 | $285.0K | 0.01% | −1,938−26.8% | Reduced |
| Mather Group, LLC. | 5,344 | $285.0K | 0.01% | −457−7.9% | Reduced |
| Knightsbridge Asset Management, LLC | 5,331 | $285.0K | 0.10% | +43+0.8% | Added |
| Strategic Wealth Partners, Ltd. | 5,369 | $287.0K | 0.06% | −1,747−24.6% | Reduced |
| Family Legacy, Inc. | 5,383 | $287.0K | 0.12% | +204+3.9% | Added |
| Shelton Wealth Management, LLC | 5,401 | $288.0K | 0.23% | −162−2.9% | Reduced |
| Cantor Fitzgerald, L. P. | 5,400 | $288.0K | 0.02% | +5,400 | New |
| CFM Wealth Partners LLC | 5,438 | $290.0K | 0.07% | +700+14.8% | Added |
| Caerus Investment Advisors, LLC | 5,809 | $290.0K | 0.35% | +5,809 | New |
| Jeppson Wealth Management, LLC | 5,483 | $292.0K | 0.14% | +26+0.5% | Added |
| Integrity Financial Corp | 5,483 | $293.0K | 0.24% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,491 | $294.0K | 0.14% | +2,866+109.2% | Added |
| DDD Partners, LLC | 5,533 | $295.0K | 0.04% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 5,545 | $296.0K | 0.09% | +5,545 | New |
| Essex Savings Bank | 5,550 | $297.0K | 0.10% | +486+9.6% | Added |
| Welch Group, LLC | 5,617 | $300.0K | 0.02% | +125+2.3% | Added |
| Quantinno Capital Management LP | 5,638 | $301.0K | 0.05% | −3,540−38.6% | Reduced |
| TCTC Holdings, LLC | 5,638 | $301.0K | 0.01% | −2,651−32.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,647 | $302.0K | 0.05% | −533−8.6% | Reduced |
| Graypoint LLC | 5,647 | $302.0K | 0.03% | +1,652+41.4% | Added |
| BOK Financial Private Wealth, Inc. | 5,746 | $307.0K | 0.02% | +1,044+22.2% | Added |
| Stock Yards Bank & Trust Co | 5,764 | $308.0K | 0.02% | −702−10.9% | Reduced |
| DSC Advisors, L.P. | 5,805 | $310.0K | 0.25% | +5,805 | New |
| Lewis Capital Management, LLC | 5,818 | $311.0K | 0.35% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 5,815 | $311.0K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $311.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 5,857 | $313.0K | 0.05% | +269+4.8% | Added |
| Fayez Sarofim & Co | 5,866 | $314.0K | 0.00% | −11,554−66.3% | Reduced |
| Alpha Omega Wealth Management LLC | 5,885 | $314.0K | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 5,929 | $317.0K | 0.09% | +5,929 | New |
| Equitable Trust Co | 6,028 | $322.0K | 0.02% | +560+10.2% | Added |
| Childress Capital Advisors, LLC | 6,099 | $326.0K | 0.11% | +1,363+28.8% | Added |
| Private Capital Management LLC | 6,138 | $328.0K | 0.10% | +102+1.7% | Added |
| Csenge Advisory Group | 6,141 | $328.0K | 0.03% | +1,560+34.1% | Added |
| Roosevelt Investment Group LLC | 6,146 | $328.0K | 0.02% | +1,006+19.6% | Added |
| Quent Capital, LLC | 6,163 | $329.0K | 0.06% | +1,798+41.2% | Added |
| Grandview Asset Management LLC | 6,184 | $330.0K | 0.14% | +204+3.4% | Added |
| Kovack Advisors, Inc. | 6,217 | $331.0K | 0.03% | −9,134−59.5% | Reduced |
| Financial Counselors Inc | 6,201 | $331.0K | 0.01% | −228−3.5% | Reduced |
| Hanson & Doremus Investment Management | 6,199 | $331.0K | 0.07% | +1,140+22.5% | Added |
| Monument Capital Management | 6,208 | $331.0K | 0.11% | +1,575+34.0% | Added |
| JT Stratford LLC | 6,200 | $331.0K | 0.10% | +1,621+35.4% | Added |
| BT Wealth Management LLC | 6,210 | $332.0K | 0.09% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 6,219 | $332.0K | 0.07% | +119+2.0% | Added |
| State of Wyoming | 6,225 | $333.0K | 0.17% | −638−9.3% | Reduced |
| Griffin Asset Management, Inc. | 6,260 | $334.0K | 0.04% | +653+11.6% | Added |
| Zions Bancorporation, N.A. | 6,256 | $334.0K | 0.03% | +2,100+50.5% | Added |
| Cowa, LLC | 6,250 | $334.0K | 0.17% | +6,250 | New |
| Seelaus Asset Management LLC | 6,274 | $335.0K | 0.20% | −2,592−29.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,281 | $335.0K | 0.02% | +1,184+23.2% | Added |
| MSH Capital Advisors LLC | 6,289 | $335.8K | 0.14% | +14+0.2% | Added |
| Wilson & Boucher Capital Management, LLC | 6,296 | $336.0K | 0.30% | +52+0.8% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $336.4K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,351 | $339.0K | 0.02% | −30.0% | Reduced |