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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 680 | $36.0K | 0.02% | +672+8,400.0% | Added |
| Charter Oak Capital Management, LLC | 658 | $35.0K | 0.00% | +1+0.2% | Added |
| Rise Advisors, LLC | 648 | $35.0K | 0.03% | +595+1,122.6% | Added |
| Norwood Financial Corp | 644 | $34.0K | 0.05% | +340+111.8% | Added |
| Cordasco Financial Network | 616 | $33.0K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 500 | $33.0K | 0.03% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 626 | $33.0K | 0.01% | +626 | New |
| SkyView Investment Advisors, LLC | 605 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 605 | $32.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 592 | $32.0K | 0.00% | +246+71.1% | Added |
| Cyrus J. Lawrence, LLC | 601 | $32.0K | 0.01% | +601 | New |
| Annapolis Financial Services, LLC | 586 | $31.0K | 0.01% | −24−3.9% | Reduced |
| Motco | 583 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 580 | $31.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 566 | $30.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 565 | $30.0K | 0.01% | −1,180−67.6% | Reduced |
| BerganKDV Wealth Management, LLC | 567 | $30.0K | 0.00% | −30−5.0% | Reduced |
| Bivin & Associates, Inc. | 565 | $30.0K | 0.03% | −30−5.0% | Reduced |
| Valley National Advisers Inc | 558 | $30.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 570 | $30.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 554 | $30.0K | 0.01% | +367+196.3% | Added |
| Credential Qtrade Securities Inc. | 560 | $29.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 543 | $29.0K | 0.00% | −28,650−98.1% | Reduced |
| Webster Bank, N. A. | 536 | $29.0K | 0.00% | −999−65.1% | Reduced |
| Vigilant Capital Management, LLC | 519 | $28.0K | 0.00% | −156−23.1% | Reduced |
| Hudock, Inc. | 534 | $28.0K | 0.01% | −108−16.8% | Reduced |
| Logan Capital Management Inc | 510 | $27.0K | 0.00% | −153−23.1% | Reduced |
| Horrell Capital Management, Inc. | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 495 | $26.0K | 0.02% | −631−56.0% | Reduced |
| Harvest Fund Management Co., Ltd | 496 | $26.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 489 | $26.0K | 0.04% | +4+0.8% | Added |
| WFA Asset Management Corp | 483 | $25.8K | 0.02% | +3+0.6% | Added |
| Raffa Wealth Management, LLC | 451 | $24.1K | 0.01% | 00.0% | Unchanged |
| Sage Financial Group Inc | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 442 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 449 | $24.0K | 0.01% | +449 | New |
| MBM Wealth Consultants, LLC | 425 | $23.0K | 0.01% | −872−67.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 433 | $23.0K | 0.00% | −539−55.5% | Reduced |
| Tortoise Investment Management, LLC | 421 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 417 | $22.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $22.0K | 0.01% | 00.0% | Unchanged |
| blooom, inc. | 12,062 | $22.0K | 0.02% | +46+0.4% | Added |
| Front Row Advisors LLC | 407 | $22.0K | 0.01% | +119+41.3% | Added |
| Atticus Wealth Management, LLC | 405 | $22.0K | 0.01% | +209+106.6% | Added |
| Antonetti Capital Management LLC | 400 | $21.0K | 0.02% | −2,000−83.3% | Reduced |
| Bellwether Advisors, LLC | 410 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 393 | $21.0K | 0.00% | +240+156.9% | Added |
| McCarthy Asset Management, Inc. | 391 | $21.0K | 0.01% | +346+768.9% | Added |
| Banco de Sabadell, S.A | 365 | $20.0K | 0.01% | +365 | New |
| Trust Co | 360 | $19.0K | 0.00% | −30−7.7% | Reduced |
| Laurel Wealth Advisors LLC | 362 | $19.0K | 0.00% | +1+0.3% | Added |
| West Bancorporation Inc | 352 | $19.0K | 0.01% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 335 | $18.0K | 0.01% | −200−37.4% | Reduced |
| Alaethes Wealth LLC | 340 | $18.0K | 0.01% | +203+148.2% | Added |
| Advocacy Wealth Management Services, LLC | 319 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 327 | $17.0K | 0.00% | +327 | New |
| American National Bank | 295 | $16.0K | 0.00% | +295 | New |
| Bray Capital Advisors | 300 | $16.0K | 0.00% | +300 | New |
| Albion Financial Group | 273 | $15.0K | 0.00% | −44−13.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 289 | $15.0K | 0.01% | +261+932.1% | Added |
| Heritage Wealth Management, LLC | 272 | $15.0K | 0.00% | +272 | New |
| Curi Capital | 277 | $14.0K | 0.00% | −300−52.0% | Reduced |
| Citizens National Bank Trust Department | 290 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 281 | $14.0K | 0.00% | +6+2.2% | Added |
| Key Financial Inc | 243 | $13.0K | 0.01% | −761−75.8% | Reduced |
| Surevest, LLC | 251 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 243 | $13.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 246 | $13.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 241 | $13.0K | 0.00% | +90+59.6% | Added |
| Ten Capital Wealth Advisors, LLC | 231 | $12.0K | 0.01% | +224+3,200.0% | Added |
| Wolff Wiese Magana LLC | 210 | $11.0K | 0.01% | +2+1.0% | Added |
| Strategic Asset Management, LLC | 200 | $11.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 210 | $11.0K | 0.00% | +60+40.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 208 | $11.0K | 0.01% | +208 | New |
| Capital Advisors, Ltd. LLC | 189 | $10.0K | 0.00% | −25−11.7% | Reduced |
| Hoese & Co LLP | 194 | $10.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 200 | $10.0K | 0.01% | +97+94.2% | Added |
| Kelly Financial Services LLC | 180 | $9.63K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 168 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 152 | $8.00K | 0.00% | −7−4.4% | Reduced |
| Corsicana & Co. | 159 | $8.00K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 146 | $8.00K | 0.00% | −1−0.7% | Reduced |
| Mach-1 Financial Group, Inc. | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 145 | $8.00K | 0.00% | +70+93.3% | Added |
| Cordant, Inc. | 158 | $8.00K | 0.00% | +158 | New |
| Toth Financial Advisory Corp | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 132 | $7.00K | 0.00% | +132 | New |
| Core Wealth Advisors, Inc. | 120 | $6.00K | 0.00% | −800−87.0% | Reduced |
| Sageworth Trust Co | 112 | $6.00K | 0.00% | −113−50.2% | Reduced |
| Pin Oak Investment Advisors Inc | 115 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 118 | $6.00K | 0.00% | +118 | New |
| McIlrath & Eck, LLC | 114 | $6.00K | 0.00% | +114 | New |