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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| DDD Partners, LLC | 5,533 | $295.0K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,491 | $294.0K | 0.14% | +2,866+109.2% | Added |
| Integrity Financial Corp | 5,483 | $293.0K | 0.24% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,483 | $292.0K | 0.14% | +26+0.5% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Orca Investment Management, LLC | 5,271 | $281.0K | 0.23% | +15+0.3% | Added |
| Ifrah Financial Services, Inc. | 5,252 | $280.0K | 0.08% | +24+0.5% | Added |
| CAPROCK Group, Inc. | 5,217 | $279.0K | 0.03% | −5,285−50.3% | Reduced |
| Trustcore Financial Services, LLC | 5,203 | $278.0K | 0.02% | +339+7.0% | Added |
| 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 |
| 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 |
| 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 |
| Laidlaw Wealth Management LLC | 5,121 | $273.0K | 0.05% | −918−15.2% | Reduced |
| Clarity Financial LLC | 5,091 | $272.0K | 0.06% | +50+1.0% | Added |
| WBH Advisory Inc | 5,391 | $270.0K | 0.03% | +253+4.9% | Added |
| Lantz Financial LLC | 5,031 | $269.0K | 0.11% | −137−2.7% | Reduced |
| 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 |
| 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 |
| Clark Capital Management Group, Inc. | 4,972 | $266.0K | 0.00% | −158−3.1% | Reduced |
| 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 |
| Triumph Capital Management | 4,946 | $264.0K | 0.11% | +4,946 | New |
| Onyx Bridge Wealth Group LLC | 5,302 | $263.0K | 0.10% | +5,302 | New |
| 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 |
| First National Corp | 4,895 | $261.0K | 0.06% | +45+0.9% | Added |
| 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 |
| GeoWealth Management, LLC | 4,849 | $259.0K | 0.02% | −1,662−25.5% | Reduced |
| Tarbox Family Office, Inc. | 4,853 | $259.0K | 0.05% | −380−7.3% | Reduced |
| Golden State Wealth Management, LLC | 4,843 | $259.0K | 0.05% | −377−7.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,843 | $258.0K | 0.09% | −71−1.4% | Reduced |
| First Citizens Financial Corp | 4,823 | $258.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,841 | $258.0K | 0.03% | +781+19.2% | Added |
| Gradient Investments LLC | 4,824 | $258.0K | 0.01% | +2,931+154.8% | Added |
| DRW Securities, LLC | 4,822 | $257.0K | 0.06% | −2,697−35.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,821 | $257.0K | 0.07% | +331+7.4% | Added |
| SlateStone Wealth, LLC | 4,777 | $255.0K | 0.06% | −1,002−17.3% | Reduced |
| Hayek Kallen Investment Management | 4,771 | $255.0K | 0.09% | +9+0.2% | Added |
| Payden & Rygel | 4,700 | $251.0K | 0.01% | −257,542−98.2% | Reduced |
| Stokes Family Office, LLC | 4,702 | $251.0K | 0.03% | +164+3.6% | Added |
| First Dallas Securities Inc. | 4,707 | $251.0K | 0.14% | +932+24.7% | Added |
| Summit Global Investments | 4,680 | $250.0K | 0.02% | +7+0.1% | Added |
| LVZ Advisors, Inc. | 4,678 | $250.0K | 0.03% | +505+12.1% | Added |
| Peoples Bank | 4,660 | $249.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,652 | $249.0K | 0.04% | +133+2.9% | Added |
| Boothbay Fund Management, LLC | 4,625 | $247.0K | 0.01% | −3,627−44.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,623 | $247.0K | 0.07% | −350−7.0% | Reduced |
| Klingenstein Fields & Co LP | 4,630 | $247.0K | 0.01% | −14−0.3% | Reduced |
| Bridgefront Capital, LLC | 4,602 | $246.0K | 0.30% | −4,939−51.8% | Reduced |
| Allied Investment Advisors, LLC | 4,595 | $245.0K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,583 | $244.0K | 0.03% | −5,511−54.6% | Reduced |
| Mission Wealth Management, LP | 4,567 | $244.0K | 0.01% | −756−14.2% | Reduced |
| Hyman Charles D | 4,553 | $243.0K | 0.02% | −158−3.4% | Reduced |
| Lake Street Financial LLC | 4,532 | $242.0K | 0.04% | −11,486−71.7% | Reduced |
| Geller Advisors LLC | 4,523 | $242.0K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,518 | $241.0K | 0.02% | −478−9.6% | Reduced |
| Calton & Associates, Inc. | 4,524 | $241.0K | 0.07% | −68−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 4,510 | $241.0K | 0.05% | +985+27.9% | Added |
| Global Retirement Partners, LLC | 4,572 | $241.0K | 0.02% | +4,572 | New |
| Navellier & Associates Inc | 4,500 | $240.0K | 0.04% | −200−4.3% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $240.0K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $240.0K | 0.16% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,500 | $240.0K | 0.16% | +1,600+55.2% | Added |
| Almitas Capital LLC | 4,500 | $240.0K | 0.14% | +4,500 | New |
| Woodward Diversified Capital, LLC | 4,473 | $239.0K | 0.16% | −887−16.5% | Reduced |
| Wade G W & Inc | 4,484 | $239.0K | 0.01% | −379−7.8% | Reduced |
| Whitener Capital Management, Inc. | 4,485 | $239.0K | 0.09% | 00.0% | Unchanged |
| Periscope Capital Inc. | 4,418 | $236.0K | 0.01% | −1,220−21.6% | Reduced |
| Abbrea Capital, LLC | 4,334 | $231.0K | 0.03% | +575+15.3% | Added |