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 | 2,065 | $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 |
|---|---|---|---|---|---|
| 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 |
| Berkeley Capital Partners, LLC | 12,390 | $662.0K | 0.26% | +6,467+109.2% | 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 |
| Sippican Capital Advisors | 12,335 | $659.0K | 0.55% | +4,029+48.5% | Added |
| Corsair Capital Management, L.P. | 12,301 | $657.0K | 0.16% | −457−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 12,293 | $656.0K | 0.08% | +295+2.5% | 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 |
| Meristem Family Wealth, LLC | 12,253 | $654.0K | 0.07% | +3,108+34.0% | Added |
| DCM Advisors, LLC | 12,148 | $649.0K | 0.23% | +497+4.3% | Added |
| Keeley-Teton Advisors, LLC | 12,133 | $648.0K | 0.07% | −178−1.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,705 | $646.0K | 0.26% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 12,083 | $645.0K | 0.26% | +2,321+23.8% | Added |
| Circle Wealth Management, LLC | 12,054 | $644.0K | 0.08% | −3,652−23.3% | Reduced |
| 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 |
| 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 |
| Brown, Lisle/Cummings, Inc. | 11,981 | $639.8K | 0.31% | +1,025+9.4% | Added |
| 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 |
| Van Leeuwen & Company, LLC | 11,890 | $635.0K | 0.47% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,779 | $629.0K | 0.05% | −20−0.2% | Reduced |
| Legacy Wealth Management, LLC | 11,775 | $628.8K | 0.33% | +68+0.6% | Added |
| WESCAP Management Group, Inc. | 11,773 | $628.0K | 0.18% | +1,995+20.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,744 | $627.0K | 0.03% | +537+4.8% | Added |
| ICA Group Wealth Management, LLC | 12,039 | $619.0K | 0.12% | +12,039 | New |
| RFG Advisory, LLC | 11,512 | $615.0K | 0.04% | −154−1.3% | Reduced |
| Rothschild Investment Corp | 11,499 | $614.0K | 0.05% | +315+2.8% | Added |
| Clark Financial Advisors | 11,467 | $612.0K | 0.58% | −1,504−11.6% | Reduced |
| Coldstream Capital Management Inc | 11,442 | $611.0K | 0.02% | −2,106−15.5% | Reduced |
| GYL Financial Synergies, LLC | 11,369 | $607.0K | 0.15% | +11,369 | New |
| Gleason Group, Inc. | 11,356 | $606.0K | 0.18% | +95+0.8% | Added |
| qPULA Trading Management LP | 11,320 | $604.0K | 0.81% | +11,320 | New |
| Legacy Capital Partners, Inc. | 11,200 | $598.0K | 0.20% | +6,150+121.8% | Added |
| Mountain Capital Investment Advisors, Inc | 11,759 | $594.0K | 0.28% | +11,759 | New |
| Dimension Capital Management LLC | 11,096 | $593.0K | 0.11% | −581−5.0% | Reduced |
| Valley Brook Capital Group | 11,093 | $592.0K | 0.51% | +641+6.1% | Added |
| EP Wealth Advisors, LLC | 11,077 | $591.0K | 0.01% | −584−5.0% | 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 |
| Trexquant Investment LP | 11,002 | $588.0K | 0.03% | −322,664−96.7% | 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 |
| 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 |
| Carnegie Capital Asset Management, LLC | 10,937 | $584.0K | 0.02% | −20,188−64.9% | Reduced |
| Independence Bank of Kentucky | 10,913 | $583.0K | 0.23% | +250+2.3% | Added |
| 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 |
| 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 |
| Worldquant Millennium Advisors LLC | 10,703 | $572.0K | 0.01% | −221,708−95.4% | Reduced |
| Pictet Bank & Trust Ltd | 10,695 | $571.0K | 0.32% | +4,530+73.5% | Added |
| Icapital Wealth LLC | 11,410 | $570.8K | 0.24% | 00.0% | Unchanged |
| Destination Wealth Management | 10,650 | $569.0K | 0.02% | −240,857−95.8% | Reduced |
| Fractal Investments LLC | 10,644 | $568.0K | 0.17% | −2,783−20.7% | Reduced |
| Mechanics Financial Corp | 10,624 | $567.0K | 0.29% | +250+2.4% | Added |
| Acorn Financial Advisory Services Inc | 10,574 | $564.0K | 0.11% | −131−1.2% | Reduced |
| Investors Research Corp | 10,549 | $563.0K | 0.16% | +46+0.4% | Added |
| Cabot Wealth Management Inc | 10,529 | $562.0K | 0.08% | +88+0.8% | Added |
| Thomas White International Ltd | 10,498 | $561.0K | 0.09% | −111−1.0% | Reduced |
| Evercore Wealth Management, LLC | 10,438 | $557.0K | 0.01% | −300−2.8% | Reduced |
| Ci Investments Inc. | 10,409 | $556.0K | 0.00% | −2,976,705−99.7% | Reduced |
| Montecito Bank & Trust | 10,396 | $555.0K | 0.10% | −1,035−9.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10,061 | $553.0K | 0.01% | +1,571+18.5% | Added |
| Waldron Private Wealth LLC | 10,336 | $551.0K | 0.03% | +2,528+32.4% | Added |
| Keybank National Association | 10,291 | $550.0K | 0.00% | −2,307−18.3% | Reduced |
| AlphaStar Capital Management, LLC | 10,292 | $550.0K | 0.04% | +1,133+12.4% | Added |
| Claraphi Advisory Network, LLC | 10,278 | $549.0K | 0.16% | −340−3.2% | Reduced |
| Investors Asset Management of Georgia Inc | 10,262 | $548.0K | 0.28% | +645+6.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,838 | $543.0K | 0.02% | +2,241+26.1% | Added |
| Icon Wealth Partners, LLC | 10,118 | $540.0K | 0.05% | +587+6.2% | Added |
| Dorchester Wealth Management Co | 8,075 | $539.0K | 0.09% | +250+3.2% | Added |
| Alterna Wealth Management, Inc | 10,082 | $538.0K | 0.45% | −3,793−27.3% | Reduced |
| Intrua Financial, LLC | 10,083 | $538.0K | 0.10% | +4,010+66.0% | Added |
| Ancora Advisors, LLC | 10,026 | $535.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,000 | $534.0K | 0.24% | +10,000 | New |
| Rehmann Capital Advisory Group | 9,995 | $533.8K | 0.05% | +3,933+64.9% | Added |
| HoldCo Asset Management, L.P. | 9,985 | $533.0K | 0.39% | +9,985 | New |
| Independent Financial Group, LLC | 9,976 | $532.8K | 0.04% | −2,049−17.0% | Reduced |
| Bryn Mawr Trust Co | 9,973 | $532.0K | 0.02% | −1,828−15.5% | Reduced |
| Alpha Cubed Investments, LLC | 9,970 | $532.0K | 0.03% | +9,970 | New |
| Aft, Forsyth & Company, Inc. | 9,936 | $531.0K | 0.34% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,927 | $530.0K | 0.03% | −13,604−57.8% | Reduced |
| Twin Focus Capital Partners, LLC | 9,893 | $528.0K | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 9,852 | $526.0K | 0.15% | −549−5.3% | Reduced |
| Select Asset Management & Trust | 9,853 | $526.0K | 0.45% | +4,400+80.7% | Added |
| Nicolet Bankshares Inc | 9,819 | $525.0K | 0.11% | +4,788+95.2% | Added |
| Round Hill Asset Management | 9,822 | $524.0K | 0.28% | 00.0% | Unchanged |
| Nwam LLC | 9,781 | $522.0K | 0.04% | +1,592+19.4% | Added |
| 9258 Wealth Management, LLC | 9,757 | $521.0K | 0.12% | +248+2.6% | Added |
| Founders Financial Alliance, LLC | 9,734 | $520.0K | 0.23% | +242+2.5% | Added |
| World Equity Group, Inc. | 9,689 | $517.4K | 0.11% | +9,689 | New |
| Wealth Alliance | 9,673 | $517.0K | 0.11% | +966+11.1% | Added |
| Herold Advisors, Inc. | 9,661 | $515.9K | 0.18% | +800+9.0% | Added |
| Citizens Business Bank | 9,631 | $514.0K | 0.06% | −6−0.1% | Reduced |