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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 6,343 | $339.0K | 0.20% | +78+1.2% | Added |
| AXS Investments LLC | 6,340 | $339.0K | 0.14% | +1,357+27.2% | Added |
| Main Street Financial Solutions, LLC | 6,362 | $340.0K | 0.05% | −460−6.7% | Reduced |
| Pictet & Cie (Europe) SA | 6,376 | $341.0K | 0.01% | −47,542−88.2% | Reduced |
| Marcum Wealth, LLC | 6,378 | $341.0K | 0.05% | +1,297+25.5% | Added |
| Flputnam Investment Management Co | 6,420 | $343.0K | 0.01% | +97+1.5% | Added |
| Brandywine Oak Private Wealth LLC | 6,428 | $343.0K | 0.04% | +94+1.5% | Added |
| Private Portfolio Partners LLC | 6,446 | $344.2K | 0.08% | +543+9.2% | Added |
| NorthRock Partners, LLC | 6,470 | $345.0K | 0.03% | +6,470 | New |
| Bayesian Capital Management, LP | 6,500 | $347.0K | 0.05% | −72,400−91.8% | Reduced |
| Quadrant Capital Group LLC | 6,483 | $347.0K | 0.04% | +241+3.9% | Added |
| Ascent Group, LLC | 6,502 | $347.0K | 0.04% | +2,235+52.4% | Added |
| Castleark Management LLC | 6,510 | $348.0K | 0.02% | −182,300−96.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,551 | $350.0K | 0.13% | −316−4.6% | Reduced |
| FourThought Financial, LLC | 7,588 | $351.0K | 0.04% | −1,579−17.2% | Reduced |
| Cohen & Steers, Inc. | 6,570 | $351.0K | 0.00% | +6,570 | New |
| Mutual Advisors, LLC | 6,595 | $352.0K | 0.02% | −297−4.3% | Reduced |
| Fundamentun, LLC | 6,583 | $352.0K | 0.06% | +521+8.6% | Added |
| Cladis Investment Advisory, LLC | 6,606 | $352.8K | 0.29% | 00.0% | Unchanged |
| Associated Banc-Corp | 6,609 | $353.0K | 0.01% | −354−5.1% | Reduced |
| Gibraltar Capital Management, Inc. | 6,605 | $353.0K | 0.15% | +6,605 | New |
| Janney Capital Management LLC | 6,632 | $354.0K | 0.03% | −346,407−98.1% | Reduced |
| Parametrica Management Ltd | 6,624 | $354.0K | 0.26% | +6,624 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,650 | $355.1K | 0.41% | +6,650 | New |
| Jaffetilchin Investment Partners, LLC | 7,652 | $356.0K | 0.04% | −549−6.7% | Reduced |
| Waterfront Wealth Inc. | 7,013 | $356.0K | 0.13% | +10.0% | Added |
| Violich Capital Management, Inc. | 6,680 | $357.0K | 0.05% | +1,790+36.6% | Added |
| Altfest L J & Co Inc | 6,721 | $359.0K | 0.06% | +111+1.7% | Added |
| Manchester Capital Management LLC | 6,759 | $361.0K | 0.05% | +1,439+27.0% | Added |
| Keudell/Morrison Wealth Management | 6,838 | $365.0K | 0.15% | +199+3.0% | Added |
| Elmwood Wealth Management, Inc. | 6,860 | $366.0K | 0.19% | +4,950+259.2% | Added |
| Vanguard Capital Wealth Advisors | 6,881 | $367.0K | 0.26% | −833−10.8% | Reduced |
| Brave Asset Management Inc | 6,875 | $367.0K | 0.13% | +1,487+27.6% | Added |
| Washington Trust Advisors, Inc. | 6,884 | $368.0K | 0.03% | −551−7.4% | Reduced |
| Almanack Investment Partners, LLC. | 6,896 | $368.0K | 0.03% | +800+13.1% | Added |
| IHT Wealth Management, LLC | 6,912 | $369.0K | 0.03% | −44−0.6% | Reduced |
| Allworth Financial LP | 6,938 | $370.0K | 0.00% | −1,297−15.7% | Reduced |
| Wedmont Private Capital | 7,023 | $371.0K | 0.08% | +3,064+77.4% | Added |
| TRUE Private Wealth Advisors | 7,189 | $375.0K | 0.05% | −2,644−26.9% | Reduced |
| Evergreen Capital Management LLC | 7,036 | $376.0K | 0.02% | +1,186+20.3% | Added |
| Pinnacle Financial Partners Inc | 7,068 | $377.0K | 0.01% | −2,875−28.9% | Reduced |
| SP Asset Management | 7,081 | $378.0K | 0.04% | +55+0.8% | Added |
| BTG Pactual Global Asset Management Ltd | 7,070 | $378.0K | 0.37% | +7,070 | New |
| Calamos Wealth Management LLC | 7,103 | $379.0K | 0.03% | −116−1.6% | Reduced |
| Prentice Wealth Management LLC | 7,199 | $379.0K | 0.18% | +28+0.4% | Added |
| Ethic Inc. | 7,115 | $380.0K | 0.03% | −2,003−22.0% | Reduced |
| Investmark Advisory Group LLC | 7,138 | $381.0K | 0.39% | +50+0.7% | Added |
| SRS Capital Advisors, Inc. | 7,152 | $382.0K | 0.05% | −1,210−14.5% | Reduced |
| Exencial Wealth Advisors, LLC | 7,152 | $382.0K | 0.02% | +460+6.9% | Added |
| Venture Visionary Partners LLC | 7,179 | $383.0K | 0.03% | −13,027−64.5% | Reduced |
| Oak Thistle LLC | 7,180 | $383.0K | 0.20% | +2,337+48.3% | Added |
| Wall Street Access Asset Management, LLC | 7,202 | $384.0K | 0.21% | +10.0% | Added |
| Kore Private Wealth LLC | 7,190 | $384.0K | 0.05% | +1,066+17.4% | Added |
| EPG Wealth Management LLC | 7,211 | $385.0K | 0.13% | +803+12.5% | Added |
| Asset Dedication, LLC | 7,209 | $386.0K | 0.04% | −111−1.5% | Reduced |
| Aspen Investment Management Inc | 7,231 | $386.0K | 0.20% | −50−0.7% | Reduced |
| Boltwood Capital Management | 7,240 | $387.0K | 0.15% | −545−7.0% | Reduced |
| Jmac Enterprises LLC | 7,320 | $391.0K | 0.09% | −500−6.4% | Reduced |
| Transform Wealth, LLC | 7,348 | $392.0K | 0.04% | −2,360−24.3% | Reduced |
| Eagle Global Advisors LLC | 7,350 | $392.0K | 0.02% | −369−4.8% | Reduced |
| First National Bank of Omaha | 7,366 | $393.0K | 0.02% | −1,380−15.8% | Reduced |
| Summit Trail Advisors, LLC | 7,360 | $393.0K | 0.03% | +591+8.7% | Added |
| NewEdge Wealth, LLC | 7,368 | $393.0K | 0.02% | +1,389+23.2% | Added |
| Wesbanco Bank Inc | 7,397 | $395.0K | 0.01% | −580−7.3% | Reduced |
| Core Alternative Capital | 7,392 | $395.0K | 0.11% | +3,553+92.6% | Added |
| Insight Advisors, LLC | 7,422 | $396.0K | 0.12% | −268−3.5% | Reduced |
| HBK Sorce Advisory LLC | 7,426 | $397.0K | 0.02% | −3,399−31.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,430 | $397.0K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 7,428 | $397.0K | 0.11% | +1,017+15.9% | Added |
| Steel Peak Wealth Management LLC | 7,438 | $397.0K | 0.02% | +7,438 | New |
| Burke & Herbert Bank & Trust Co | 7,450 | $398.0K | 0.25% | −20−0.3% | Reduced |
| Change Path, LLC | 7,472 | $399.0K | 0.02% | −724−8.8% | Reduced |
| BFT Financial Group, LLC | 7,509 | $401.0K | 0.06% | +7,509 | New |
| Samalin Investment Counsel, LLC | 7,523 | $402.0K | 0.24% | −525−6.5% | Reduced |
| BSW Wealth Partners | 7,557 | $404.0K | 0.10% | −633−7.7% | Reduced |
| Avalon Investment & Advisory | 7,581 | $405.0K | 0.01% | −193,270−96.2% | Reduced |
| Pointe Capital Management LLC | 7,590 | $405.0K | 0.26% | −5,885−43.7% | Reduced |
| KCM Investment Advisors LLC | 7,586 | $405.0K | 0.01% | −1,959−20.5% | Reduced |
| Cornerstone Wealth Management, LLC | 7,589 | $405.0K | 0.04% | −218−2.8% | Reduced |
| HYA Advisors, Inc | 7,587 | $405.0K | 0.14% | +39+0.5% | Added |
| Summit Financial, LLC | 7,617 | $406.7K | 0.03% | +1,212+18.9% | Added |
| Wealthspire Advisors, LLC | 7,618 | $407.0K | 0.01% | −1,933−20.2% | Reduced |
| Inscription Capital, LLC | 7,637 | $408.0K | 0.12% | −481−5.9% | Reduced |
| Glen Eagle Advisors, LLC | 7,694 | $410.9K | 0.11% | +28+0.4% | Added |
| Guyasuta Investment Advisors Inc | 7,690 | $411.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,711 | $412.0K | 0.04% | −18,153−70.2% | Reduced |
| First City Capital Management, Inc. | 7,711 | $412.0K | 0.23% | −629−7.5% | Reduced |
| Natixis Investment Managers International | 7,754 | $414.0K | 0.01% | +7,754 | New |
| Affiance Financial, LLC | 7,773 | $415.0K | 0.20% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 7,804 | $417.0K | 0.27% | −6−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 7,846 | $419.0K | 0.04% | −23,848−75.2% | Reduced |
| Xcel Wealth Management, LLC | 7,869 | $420.0K | 0.12% | −575−6.8% | Reduced |
| Delta Asset Management LLC | 7,862 | $420.0K | 0.04% | +43+0.5% | Added |
| Americana Partners, LLC | 8,111 | $421.0K | 0.13% | −3,207−28.3% | Reduced |
| Edgestream Partners, L.P. | 7,876 | $421.0K | 0.03% | −1,302−14.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,878 | $421.0K | 0.23% | +5,110+184.6% | Added |
| Trust Co of Toledo NA | 7,883 | $421.0K | 0.06% | +7,883 | New |
| Virtue Capital Management, LLC | 7,911 | $422.0K | 0.07% | +1,308+19.8% | Added |
| Fisher Asset Management, LLC | 7,919 | $423.0K | 0.00% | −8,302−51.2% | Reduced |
| Arete Wealth Advisors, LLC | 8,630 | $423.0K | 0.04% | +1,963+29.4% | Added |