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; 2,643 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, Q2 2022
Institutional positions in Citigroup Inc as of Jun 30, 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
- 1,659
- −74 vs. Q1 2022
- Shares held
- 1.40B
- −42.3M (−2.9%) vs. Q1 2022
- Total value
- $64.4B
- −$12.5B (−16.3%) vs. Q1 2022
- New holders
- 121
- 717 more added
- Sold out
- 195
- 623 more reduced
28 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 2,643 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 5 | $0 | 0.00% | −93−94.9% | Reduced |
| IAG Wealth Partners, LLC | 4 | $0 | 0.00% | −38−90.5% | Reduced |
| Leelyn Smith, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 10 | $0 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $1.00K | 0.00% | −561−96.2% | Reduced |
| NVWM, LLC | 13 | $1.00K | 0.00% | −541−97.7% | Reduced |
| Ellevest, Inc. | 24 | $1.00K | 0.00% | −53−68.8% | Reduced |
| TFC Financial Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Rockbridge Investment Management, LCC | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 42 | $1.93K | 0.00% | +42 | New |
| Institutional & Family Asset Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $2.00K | 0.00% | +7+24.1% | Added |
| Aspire Private Capital, LLC | 46 | $2.00K | 0.00% | +1+2.2% | Added |
| Cowen Prime Advisors LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $2.00K | 0.00% | +36+257.1% | Added |
| Enterprise Trust & Investment Co | 39 | $2.00K | 0.00% | +39 | New |
| Morton Brown Family Wealth, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Cornerstone Management, Inc. | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 72 | $3.00K | 0.00% | −23−24.2% | Reduced |
| Westchester Capital Management, Inc. | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 71 | $3.00K | 0.00% | +1+1.4% | Added |
| Eukles Asset Management | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 68 | $3.00K | 0.00% | +68 | New |
| Evermay Wealth Management LLC | 58 | $3.00K | 0.00% | +58 | New |
| Vectors Research Management, LLC | 62 | $3.00K | 0.00% | +62 | New |
| Lumature Wealth Partners, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Tradewinds Capital Management, LLC | 88 | $4.00K | 0.00% | −305−77.6% | Reduced |
| West Bancorporation Inc | 90 | $4.00K | 0.00% | −262−74.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 88 | $4.00K | 0.00% | +88 | New |
| Vigilant Capital Management, LLC | 100 | $5.00K | 0.00% | −419−80.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 118 | $5.00K | 0.00% | −113−48.9% | Reduced |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 116 | $5.00K | 0.00% | +116 | New |
| Castleview Partners, LLC | 146 | $5.21K | 0.01% | −719−83.1% | Reduced |
| Iron Horse Wealth Management, LLC | 133 | $6.00K | 0.00% | −12−8.3% | Reduced |
| Mach-1 Financial Group, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 128 | $6.00K | 0.00% | +1+0.8% | Added |
| Arcadia Investment Management Corp | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 152 | $7.00K | 0.00% | −3,282−95.6% | Reduced |
| Optimum Investment Advisors | 150 | $7.00K | 0.00% | −1,100−88.0% | Reduced |
| Arrow Financial Corp | 150 | $7.00K | 0.00% | −60−28.6% | Reduced |
| Howe & Rusling Inc | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 146 | $7.00K | 0.00% | +34+30.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 160 | $7.00K | 0.00% | +160 | New |
| Globeflex Capital L P | 168 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 166 | $8.00K | 0.01% | +166 | New |
| Kelly Financial Services LLC | 191 | $8.78K | 0.00% | +11+6.1% | Added |
| Loomis Sayles & Co L P | 197 | $9.00K | 0.00% | −346−63.7% | Reduced |
| Strategic Asset Management, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 194 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 147 | $9.00K | 0.00% | +1+0.7% | Added |
| NewSquare Capital LLC | 205 | $9.00K | 0.00% | +130+173.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 223 | $10.0K | 0.01% | +15+7.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 235 | $11.0K | 0.01% | −100−29.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 241 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 243 | $11.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 263 | $12.0K | 0.00% | −242,967−99.9% | Reduced |
| Hillsdale Investment Management Inc. | 265 | $12.0K | 0.00% | −529−66.6% | Reduced |
| Surevest, LLC | 266 | $12.0K | 0.00% | +15+6.0% | Added |
| Wolff Wiese Magana LLC | 259 | $12.0K | 0.01% | +49+23.3% | Added |
| Syverson Strege & Co | 257 | $12.0K | 0.00% | +245+2,041.7% | Added |
| Heritage Wealth Management, LLC | 261 | $12.0K | 0.00% | −11−4.0% | Reduced |
| Albion Financial Group | 273 | $13.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 274 | $13.0K | 0.00% | −3−1.1% | Reduced |
| Capital Advisors, Ltd. LLC | 289 | $13.0K | 0.00% | +100+52.9% | Added |
| Castle Wealth Management LLC | 285 | $13.0K | 0.01% | +285 | New |
| Charter Oak Capital Management, LLC | 306 | $14.0K | 0.00% | −352−53.5% | Reduced |
| American National Bank | 295 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 300 | $14.0K | 0.01% | +300 | New |