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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 7,350 | $392.0K | 0.02% | −369−4.8% | Reduced |
| Jmac Enterprises LLC | 7,320 | $391.0K | 0.09% | −500−6.4% | Reduced |
| Boltwood Capital Management | 7,240 | $387.0K | 0.15% | −545−7.0% | Reduced |
| 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 |
| EPG Wealth Management LLC | 7,211 | $385.0K | 0.13% | +803+12.5% | 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 |
| 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 |
| 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 |
| Investmark Advisory Group LLC | 7,138 | $381.0K | 0.39% | +50+0.7% | Added |
| Ethic Inc. | 7,115 | $380.0K | 0.03% | −2,003−22.0% | Reduced |
| 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 |
| 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 |
| Pinnacle Financial Partners Inc | 7,068 | $377.0K | 0.01% | −2,875−28.9% | Reduced |
| Evergreen Capital Management LLC | 7,036 | $376.0K | 0.02% | +1,186+20.3% | Added |
| TRUE Private Wealth Advisors | 7,189 | $375.0K | 0.05% | −2,644−26.9% | Reduced |
| Wedmont Private Capital | 7,023 | $371.0K | 0.08% | +3,064+77.4% | Added |
| Allworth Financial LP | 6,938 | $370.0K | 0.00% | −1,297−15.7% | Reduced |
| IHT Wealth Management, LLC | 6,912 | $369.0K | 0.03% | −44−0.6% | Reduced |
| 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 |
| 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 |
| Elmwood Wealth Management, Inc. | 6,860 | $366.0K | 0.19% | +4,950+259.2% | Added |
| Keudell/Morrison Wealth Management | 6,838 | $365.0K | 0.15% | +199+3.0% | Added |
| Manchester Capital Management LLC | 6,759 | $361.0K | 0.05% | +1,439+27.0% | Added |
| Altfest L J & Co Inc | 6,721 | $359.0K | 0.06% | +111+1.7% | Added |
| Violich Capital Management, Inc. | 6,680 | $357.0K | 0.05% | +1,790+36.6% | Added |
| 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 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,650 | $355.1K | 0.41% | +6,650 | 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 |
| 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 |
| Cladis Investment Advisory, LLC | 6,606 | $352.8K | 0.29% | 00.0% | Unchanged |
| 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 |
| 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 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,551 | $350.0K | 0.13% | −316−4.6% | Reduced |
| Castleark Management LLC | 6,510 | $348.0K | 0.02% | −182,300−96.6% | Reduced |
| 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 |
| NorthRock Partners, LLC | 6,470 | $345.0K | 0.03% | +6,470 | New |
| Private Portfolio Partners LLC | 6,446 | $344.2K | 0.08% | +543+9.2% | 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 |
| 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 |
| Main Street Financial Solutions, LLC | 6,362 | $340.0K | 0.05% | −460−6.7% | Reduced |
| Brighton Jones LLC | 6,351 | $339.0K | 0.02% | −30.0% | Reduced |
| 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 |
| Paradigm Asset Management Co LLC | 6,300 | $336.4K | 0.09% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,296 | $336.0K | 0.30% | +52+0.8% | Added |
| MSH Capital Advisors LLC | 6,289 | $335.8K | 0.14% | +14+0.2% | Added |
| 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 |
| 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 |
| State of Wyoming | 6,225 | $333.0K | 0.17% | −638−9.3% | Reduced |
| 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 |
| 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 |
| Grandview Asset Management LLC | 6,184 | $330.0K | 0.14% | +204+3.4% | Added |
| Quent Capital, LLC | 6,163 | $329.0K | 0.06% | +1,798+41.2% | 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 |
| Childress Capital Advisors, LLC | 6,099 | $326.0K | 0.11% | +1,363+28.8% | Added |
| Equitable Trust Co | 6,028 | $322.0K | 0.02% | +560+10.2% | Added |
| Buckley Wealth Management, LLC | 5,929 | $317.0K | 0.09% | +5,929 | New |
| 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 |
| Keel Point, LLC | 5,857 | $313.0K | 0.05% | +269+4.8% | Added |
| 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 |
| DSC Advisors, L.P. | 5,805 | $310.0K | 0.25% | +5,805 | New |
| Stock Yards Bank & Trust Co | 5,764 | $308.0K | 0.02% | −702−10.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,746 | $307.0K | 0.02% | +1,044+22.2% | Added |
| 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 |
| 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 |
| Welch Group, LLC | 5,617 | $300.0K | 0.02% | +125+2.3% | Added |
| Essex Savings Bank | 5,550 | $297.0K | 0.10% | +486+9.6% | Added |
| Crabel Capital Management, LLC | 5,545 | $296.0K | 0.09% | +5,545 | New |