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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 4,326 | $231.0K | 0.03% | +4,326 | New |
| Gitterman Wealth Management, LLC | 4,303 | $230.0K | 0.19% | −2,442−36.2% | Reduced |
| Apriem Advisors | 4,315 | $230.0K | 0.03% | −996−18.8% | Reduced |
| Gs Investments, Inc. | 4,499 | $230.0K | 0.13% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 4,309 | $230.0K | 0.12% | +624+16.9% | Added |
| Gilbert & Cook, Inc. | 4,294 | $229.0K | 0.04% | +225+5.5% | Added |
| L2 Asset Management, LLC | 4,292 | $229.0K | 0.14% | +710+19.8% | Added |
| K.J. Harrison & Partners Inc | 4,277 | $228.0K | 0.04% | −2,000−31.9% | Reduced |
| Waller Financial Planning Group, Inc | 4,262 | $228.0K | 0.06% | −280−6.2% | Reduced |
| Cottage Street Advisors LLC | 4,336 | $228.0K | 0.14% | +10.0% | Added |
| Lafayette Investments, Inc. | 4,261 | $228.0K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,270 | $228.0K | 0.04% | +894+26.5% | Added |
| Park National Corp | 4,255 | $227.0K | 0.01% | +13+0.3% | Added |
| Voya Financial Advisors, Inc. | 4,130 | $227.0K | 0.03% | +460+12.5% | Added |
| Meridian Wealth Advisors, LLC | 4,236 | $226.0K | 0.05% | −75−1.7% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $226.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,184 | $223.0K | 0.02% | −13,296−76.1% | Reduced |
| RDA Financial Network | 4,173 | $223.0K | 0.09% | −2,380−36.3% | Reduced |
| Blue Fin Capital, Inc. | 4,167 | $222.0K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 4,162 | $222.0K | 0.14% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,150 | $222.0K | 0.19% | +430+11.6% | Added |
| Tamar Securities, LLC | 4,136 | $221.0K | 0.06% | −97,203−95.9% | Reduced |
| Resource Consulting Group Inc | 4,140 | $221.0K | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,111 | $220.0K | 0.04% | −135,337−97.1% | Reduced |
| Harbor Investment Advisory, LLC | 4,124 | $220.0K | 0.03% | −5,512−57.2% | Reduced |
| CMG Global Holdings, LLC | 4,105 | $219.0K | 0.18% | +30+0.7% | Added |
| Carolinas Wealth Consulting LLC | 4,079 | $218.0K | 0.05% | −640−13.6% | Reduced |
| Beaumont Financial Partners, LLC | 4,084 | $218.0K | 0.02% | +26+0.6% | Added |
| Telemus Capital, LLC | 4,077 | $218.0K | 0.02% | +118+3.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,077 | $218.0K | 0.01% | +268+7.0% | Added |
| DMG Group, LLC | 4,228 | $217.0K | 0.24% | −1,541−26.7% | Reduced |
| Annandale Capital, LLC | 4,067 | $217.0K | 0.09% | −140−3.3% | Reduced |
| Legacy Wealth Planning, LLC | 4,049 | $216.0K | 0.25% | 00.0% | Unchanged |
| Check Capital Management Inc | 4,048 | $216.0K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,030 | $215.2K | 0.28% | +528+15.1% | Added |
| Sanders Morris Harris LLC | 3,994 | $214.0K | 0.04% | −54,854−93.2% | Reduced |
| Roble, Belko & Company, Inc | 4,013 | $214.0K | 0.04% | −100−2.4% | Reduced |
| Atwood & Palmer Inc | 4,000 | $214.0K | 0.02% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,989 | $213.0K | 0.09% | −700−14.9% | Reduced |
| Trustco Bank Corp N Y | 3,988 | $213.0K | 0.21% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 4,000 | $213.0K | 0.07% | +18+0.5% | Added |
| Congress Park Capital LLC | 3,950 | $211.0K | 0.11% | −19,003−82.8% | Reduced |
| D'Orazio & Associates, Inc. | 3,944 | $211.0K | 0.05% | −517−11.6% | Reduced |
| Bahl & Gaynor Inc | 3,948 | $211.0K | 0.00% | +3+0.1% | Added |
| Jump Financial, LLC | 3,945 | $211.0K | 0.01% | +3,945 | New |
| First Nebraska Trust Co | 3,940 | $210.4K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 3,936 | $210.0K | 0.12% | −21−0.5% | Reduced |
| Aquatic Capital Management LLC | 3,900 | $208.0K | 0.31% | −1,600−29.1% | Reduced |
| Arkadios Wealth Advisors | 3,899 | $208.0K | 0.03% | +263+7.2% | Added |
| First National Bank of South Miami | 3,891 | $208.0K | 0.13% | +617+18.8% | Added |
| Simon Quick Advisors, LLC | 3,890 | $208.0K | 0.06% | +2,229+134.2% | Added |
| B&D White Capital Company, LLC | 3,900 | $208.0K | 0.07% | +3,900 | New |
| E Fund Management Co., Ltd. | 3,871 | $207.0K | 0.01% | −515−11.7% | Reduced |
| MONECO Advisors, LLC | 3,874 | $207.0K | 0.08% | +3,874 | New |
| Monterey Private Wealth, Inc. | 3,769 | $207.0K | 0.10% | +3,769 | New |
| West Chester Capital Advisors, Inc | 3,855 | $206.0K | 0.15% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,830 | $205.0K | 0.13% | +35+0.9% | Added |
| Hamilton Capital, LLC | 3,836 | $205.0K | 0.01% | +3,836 | New |
| Atlantic Trust, LLC | 3,815 | $204.0K | 0.14% | −2,590−40.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,798 | $204.0K | 0.14% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,828 | $204.0K | 0.04% | +3,828 | New |
| Symphony Financial, Ltd. Co. | 4,060 | $203.0K | 0.05% | +81+2.0% | Added |
| Costello Asset Management, INC | 3,800 | $203.0K | 0.14% | −118−3.0% | Reduced |
| Emfo, LLC | 3,800 | $203.0K | 0.18% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,796 | $203.0K | 0.07% | +3,796 | New |
| Bridgewater Advisors Inc. | 3,789 | $202.0K | 0.05% | +3+0.1% | Added |
| Mark Stevens | 3,752 | $201.0K | 0.02% | −199−5.0% | Reduced |
| Platform Technology Partners | 3,756 | $201.0K | 0.10% | −187−4.7% | Reduced |
| Rock Creek Group, LP | 3,722 | $199.0K | 0.03% | +1,807+94.4% | Added |
| Gables Capital Management Inc. | 3,650 | $195.0K | 0.12% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,645 | $195.0K | 0.10% | +106+3.0% | Added |
| TCI Wealth Advisors, Inc. | 3,585 | $192.0K | 0.03% | −2,330−39.4% | Reduced |
| Crewe Advisors LLC | 3,600 | $192.0K | 0.04% | +2,380+195.1% | Added |
| Rosenberg Matthew Hamilton | 3,572 | $191.0K | 0.07% | +212+6.3% | Added |
| Raleigh Capital Management Inc. | 3,518 | $188.0K | 0.10% | +3,384+2,525.4% | Added |
| Baystate Wealth Management LLC | 3,435 | $183.0K | 0.02% | −101−2.9% | Reduced |
| Private Capital Group, LLC | 3,427 | $183.0K | 0.04% | +228+7.1% | Added |
| Money Concepts Capital Corp | 3,434 | $183.0K | 0.01% | +3,434 | New |
| Alpha Paradigm Partners, LLC | 3,307 | $177.0K | 0.07% | −11,399−77.5% | Reduced |
| Bartlett & Co. LLC | 3,235 | $173.0K | 0.00% | −1,113−25.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,235 | $172.7K | 0.00% | −1,113−25.6% | Reduced |
| Ayalon Holdings Ltd. | 3,200 | $171.0K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3,189 | $170.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,122 | $166.0K | 0.04% | +2,491+394.8% | Added |
| Evoke Wealth, LLC | 3,042 | $162.0K | 0.01% | −2,443−44.5% | Reduced |
| High Net Worth Advisory Group LLC | 3,025 | $162.0K | 0.06% | +915+43.4% | Added |
| Duncker Streett & Co Inc | 2,971 | $159.0K | 0.03% | +1,603+117.2% | Added |
| Sutton Wealth Advisors Inc. | 2,960 | $158.1K | 0.05% | −183−5.8% | Reduced |
| Cambridge Trust Co | 2,966 | $158.0K | 0.01% | −2,040−40.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,976 | $158.0K | 0.04% | +298+11.1% | Added |
| Oakworth Capital, Inc. | 2,924 | $156.0K | 0.01% | −100−3.3% | Reduced |
| Silvant Capital Management LLC | 2,906 | $155.0K | 0.03% | +520+21.8% | Added |
| Montag A & Associates Inc | 2,864 | $153.0K | 0.01% | +400+16.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $152.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,835 | $151.0K | 0.04% | +429+17.8% | Added |
| Centerpoint Advisors, LLC | 2,749 | $147.0K | 0.07% | +5+0.2% | Added |
| Caldwell Trust Co | 2,726 | $145.6K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 2,747 | $144.0K | 0.07% | +10.0% | Added |
| MV Capital Management, Inc. | 2,702 | $144.0K | 0.02% | +103+4.0% | Added |
| Denali Advisors LLC | 2,600 | $139.0K | 0.05% | −4,300−62.3% | Reduced |