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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 10,650 | $569.0K | 0.02% | −240,857−95.8% | Reduced |
| Icapital Wealth LLC | 11,410 | $570.8K | 0.24% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 10,695 | $571.0K | 0.32% | +4,530+73.5% | Added |
| Worldquant Millennium Advisors LLC | 10,703 | $572.0K | 0.01% | −221,708−95.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,746 | $574.0K | 0.01% | −1,090−9.2% | Reduced |
| Perpetual Investment Management Ltd | 10,749 | $574.0K | 0.07% | −432−3.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,745 | $574.0K | 0.02% | +10,745 | New |
| Telemetry Investments, L.L.C. | 10,804 | $577.0K | 0.92% | −6,238−36.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 10,971 | $577.0K | 0.02% | +10,971 | New |
| Independence Bank of Kentucky | 10,913 | $583.0K | 0.23% | +250+2.3% | Added |
| Carnegie Capital Asset Management, LLC | 10,937 | $584.0K | 0.02% | −20,188−64.9% | Reduced |
| Moneta Group Investment Advisors LLC | 10,955 | $585.0K | 0.02% | −3,021−21.6% | Reduced |
| Excalibur Management Corp | 10,948 | $585.0K | 0.25% | −92−0.8% | Reduced |
| Signaturefd, LLC | 11,000 | $587.0K | 0.02% | −6−0.1% | Reduced |
| Orion Capital Management LLC | 11,000 | $587.0K | 0.36% | +670+6.5% | Added |
| Trexquant Investment LP | 11,002 | $588.0K | 0.03% | −322,664−96.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,049 | $590.0K | 0.33% | +1,042+10.4% | Added |
| HighTower Trust Services, LTA | 11,043 | $590.0K | 0.06% | +5,566+101.6% | Added |
| EP Wealth Advisors, LLC | 11,077 | $591.0K | 0.01% | −584−5.0% | Reduced |
| Valley Brook Capital Group | 11,093 | $592.0K | 0.51% | +641+6.1% | Added |
| Dimension Capital Management LLC | 11,096 | $593.0K | 0.11% | −581−5.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 11,759 | $594.0K | 0.28% | +11,759 | New |
| Legacy Capital Partners, Inc. | 11,200 | $598.0K | 0.20% | +6,150+121.8% | Added |
| qPULA Trading Management LP | 11,320 | $604.0K | 0.81% | +11,320 | New |
| Gleason Group, Inc. | 11,356 | $606.0K | 0.18% | +95+0.8% | Added |
| GYL Financial Synergies, LLC | 11,369 | $607.0K | 0.15% | +11,369 | New |
| Coldstream Capital Management Inc | 11,442 | $611.0K | 0.02% | −2,106−15.5% | Reduced |
| Clark Financial Advisors | 11,467 | $612.0K | 0.58% | −1,504−11.6% | Reduced |
| Rothschild Investment Corp | 11,499 | $614.0K | 0.05% | +315+2.8% | Added |
| RFG Advisory, LLC | 11,512 | $615.0K | 0.04% | −154−1.3% | Reduced |
| ICA Group Wealth Management, LLC | 12,039 | $619.0K | 0.12% | +12,039 | New |
| Benjamin F. Edwards & Company, Inc. | 11,744 | $627.0K | 0.03% | +537+4.8% | Added |
| WESCAP Management Group, Inc. | 11,773 | $628.0K | 0.18% | +1,995+20.4% | Added |
| Legacy Wealth Management, LLC | 11,775 | $628.8K | 0.33% | +68+0.6% | Added |
| North Star Investment Management Corp. | 11,779 | $629.0K | 0.05% | −20−0.2% | Reduced |
| Van Leeuwen & Company, LLC | 11,890 | $635.0K | 0.47% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,918 | $636.0K | 0.03% | −199−1.6% | Reduced |
| First PREMIER Bank | 11,920 | $636.0K | 0.17% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11,981 | $639.8K | 0.31% | +1,025+9.4% | Added |
| United Services Automobile Association | 11,996 | $641.0K | 0.01% | −1,173−8.9% | Reduced |
| KMG Fiduciary Partners, LLC | 11,996 | $641.0K | 0.10% | +11,996 | New |
| Dorsey & Whitney Trust CO LLC | 12,057 | $643.0K | 0.06% | −670−5.3% | Reduced |
| Keebeck Alpha, LP | 12,041 | $643.0K | 0.20% | +3,112+34.9% | Added |
| Circle Wealth Management, LLC | 12,054 | $644.0K | 0.08% | −3,652−23.3% | Reduced |
| Atlas Brown,Inc. | 12,083 | $645.0K | 0.26% | +2,321+23.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,705 | $646.0K | 0.26% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 12,133 | $648.0K | 0.07% | −178−1.4% | Reduced |
| DCM Advisors, LLC | 12,148 | $649.0K | 0.23% | +497+4.3% | Added |
| Meristem Family Wealth, LLC | 12,253 | $654.0K | 0.07% | +3,108+34.0% | Added |
| Ballentine Partners, LLC | 12,247 | $655.0K | 0.02% | −3,918−24.2% | Reduced |
| Sargent Investment Group, LLC | 12,269 | $655.0K | 0.17% | +97+0.8% | Added |
| SeaCrest Wealth Management, LLC | 12,293 | $656.0K | 0.08% | +295+2.5% | Added |
| Corsair Capital Management, L.P. | 12,301 | $657.0K | 0.16% | −457−3.6% | Reduced |
| Sippican Capital Advisors | 12,335 | $659.0K | 0.55% | +4,029+48.5% | Added |
| Hollencrest Capital Management | 12,377 | $661.0K | 0.06% | −11,600−48.4% | Reduced |
| Certified Advisory Corp | 12,387 | $661.0K | 0.14% | +938+8.2% | Added |
| Berkeley Capital Partners, LLC | 12,390 | $662.0K | 0.26% | +6,467+109.2% | Added |
| Jupiter Wealth Management LLC | 12,500 | $667.0K | 0.42% | −2,500−16.7% | Reduced |
| Alethea Capital Management, LLC | 12,489 | $667.0K | 0.60% | +12,489 | New |
| Tempus Wealth Planning, LLC | 12,520 | $669.0K | 0.48% | +762+6.5% | Added |
| Peddock Capital Advisors, LLC | 12,527 | $669.0K | 0.22% | +12,527 | New |
| Prospera Financial Services Inc | 12,604 | $674.0K | 0.03% | +3,434+37.4% | Added |
| Tower Bridge Advisors | 12,674 | $676.8K | 0.05% | −250−1.9% | Reduced |
| Sowell Financial Services LLC | 13,747 | $679.0K | 0.12% | −16,187−54.1% | Reduced |
| Independent Investors Inc | 12,775 | $682.0K | 0.15% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 12,846 | $686.0K | 0.51% | +683+5.6% | Added |
| Privium Fund Management B.V. | 13,041 | $687.0K | 0.15% | +2,335+21.8% | Added |
| Balasa Dinverno & Foltz LLC | 13,028 | $696.0K | 0.05% | −2,303−15.0% | Reduced |
| Philadelphia Trust Co | 13,099 | $699.0K | 0.06% | −7,293−35.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,086 | $699.0K | 0.23% | −684−5.0% | Reduced |
| Middleton & Co Inc | 13,120 | $701.0K | 0.07% | −24,131−64.8% | Reduced |
| Atlas Private Wealth Advisors | 13,125 | $701.0K | 0.31% | +1,790+15.8% | Added |
| Resources Investment Advisors, LLC. | 13,198 | $705.0K | 0.03% | +1,765+15.4% | Added |
| Cape Ann Savings Bank | 13,281 | $709.0K | 0.47% | −400−2.9% | Reduced |
| One Wealth Advisors, LLC | 13,368 | $714.0K | 0.17% | +494+3.8% | Added |
| Polianta Ltd | 13,400 | $715.0K | 0.47% | −6,600−33.0% | Reduced |
| Anchor Investment Management, LLC | 13,461 | $718.8K | 0.09% | +442+3.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 13,466 | $719.0K | 0.16% | −1,490−10.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,512 | $722.0K | 0.05% | +394+3.0% | Added |
| CFO4Life Group, LLC | 13,594 | $726.0K | 0.15% | −480−3.4% | Reduced |
| Johnson Financial Group, Inc. | 13,620 | $727.0K | 0.05% | +407+3.1% | Added |
| Ausdal Financial Partners, Inc. | 13,652 | $729.0K | 0.10% | −914−6.3% | Reduced |
| Coastal Investment Advisors, Inc. | 13,652 | $729.0K | 0.15% | +1,565+12.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 13,678 | $730.0K | 0.45% | +160+1.2% | Added |
| Perigon Wealth Management, LLC | 13,664 | $730.0K | 0.05% | +393+3.0% | Added |
| Ridgewood Investments LLC | 13,772 | $735.0K | 0.48% | +9,362+212.3% | Added |
| Stevens Capital Management LP | 13,782 | $736.0K | 0.16% | +13,782 | New |
| Eudaimonia Partners, LLC | 13,809 | $737.0K | 0.13% | +13,809 | New |
| Compagnie Lombard Odier SCmA | 13,816 | $738.0K | 0.02% | +1,250+9.9% | Added |
| Symmetry Partners, LLC | 13,892 | $742.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 14,039 | $750.0K | 0.09% | −70.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,140 | $755.0K | 0.27% | +621+4.6% | Added |
| Shufro Rose & Co LLC | 14,243 | $760.0K | 0.06% | +14,243 | New |
| Ergoteles LLC | 14,248 | $761.0K | 0.03% | +14,248 | New |
| Intellectus Partners, LLC | 14,280 | $763.0K | 0.23% | −300−2.1% | Reduced |
| Prelude Capital Management, LLC | 14,305 | $764.0K | 0.04% | −20,468−58.9% | Reduced |
| Lindbrook Capital, LLC | 14,300 | $764.0K | 0.12% | +3,985+38.6% | Added |
| Field & Main Bank | 14,317 | $765.0K | 0.46% | +45+0.3% | Added |
| American National Registered Investment Advisor, Inc. | 14,339 | $766.0K | 0.27% | −51−0.4% | Reduced |
| Barings LLC | 14,433 | $771.0K | 0.02% | −3,032−17.4% | Reduced |