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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 4,476 | $206.0K | 0.16% | +3+0.1% | Added |
| Gradient Investments LLC | 4,511 | $207.0K | 0.01% | −313−6.5% | Reduced |
| Almitas Capital LLC | 4,500 | $207.0K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,509 | $207.0K | 0.04% | +2,942+187.7% | Added |
| Geller Advisors LLC | 4,523 | $208.0K | 0.04% | 00.0% | Unchanged |
| Hyman Charles D | 4,553 | $209.0K | 0.02% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,545 | $209.0K | 0.09% | +60+1.3% | Added |
| Perennial Investment Advisors, LLC | 4,508 | $210.0K | 0.08% | +4,508 | New |
| Allied Investment Advisors, LLC | 4,595 | $211.0K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,615 | $212.0K | 0.12% | +4,615 | New |
| Buckingham Strategic Partners | 4,637 | $213.0K | 0.02% | −230−4.7% | Reduced |
| First National Corp | 4,630 | $213.0K | 0.06% | −265−5.4% | Reduced |
| Crewe Advisors LLC | 4,633 | $213.0K | 0.05% | +1,033+28.7% | Added |
| CWA Asset Management Group, LLC | 4,626 | $213.0K | 0.02% | +4,626 | New |
| Rossmore Private Capital | 4,624 | $213.0K | 0.04% | +4,624 | New |
| Hanson & Doremus Investment Management | 4,655 | $214.0K | 0.05% | −1,544−24.9% | Reduced |
| Peoples Bank | 4,660 | $214.0K | 0.13% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,681 | $215.0K | 0.05% | −172−3.5% | Reduced |
| Payden & Rygel | 4,700 | $216.0K | 0.01% | 00.0% | Unchanged |
| 626 Financial, LLC | 4,705 | $216.0K | 0.16% | +875+22.8% | Added |
| LCNB Corp | 4,716 | $217.0K | 0.11% | −3,823−44.8% | Reduced |
| Wade G W & Inc | 4,708 | $217.0K | 0.01% | +224+5.0% | Added |
| Congress Park Capital LLC | 4,725 | $217.0K | 0.14% | +775+19.6% | Added |
| Pinnacle Bancorp, Inc. | 4,747 | $218.0K | 0.09% | −433−8.4% | Reduced |
| Successful Portfolios LLC | 4,740 | $218.0K | 0.15% | −266−5.3% | Reduced |
| Abbrea Capital, LLC | 4,793 | $220.0K | 0.04% | +459+10.6% | Added |
| Avestar Capital, LLC | 4,812 | $221.0K | 0.06% | −15,028−75.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 4,815 | $221.0K | 0.05% | −1,000−17.2% | Reduced |
| Beta Wealth Group, Inc. | 4,800 | $221.0K | 0.15% | +300+6.7% | Added |
| Inscription Capital, LLC | 4,830 | $222.0K | 0.04% | −2,807−36.8% | Reduced |
| First Citizens Financial Corp | 4,823 | $222.0K | 0.20% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 4,838 | $222.5K | 0.15% | +4,838 | New |
| TCTC Holdings, LLC | 4,843 | $223.0K | 0.01% | −795−14.1% | Reduced |
| Global Retirement Partners, LLC | 4,842 | $223.0K | 0.02% | +270+5.9% | Added |
| Telemus Capital, LLC | 4,851 | $223.0K | 0.02% | +774+19.0% | Added |
| TRUE Private Wealth Advisors | 4,875 | $224.0K | 0.03% | −2,314−32.2% | Reduced |
| Alpha Omega Wealth Management LLC | 4,895 | $225.0K | 0.04% | −990−16.8% | Reduced |
| GenTrust, LLC | 4,900 | $225.0K | 0.02% | +4,900 | New |
| Clark Capital Management Group, Inc. | 4,921 | $226.0K | 0.00% | −51−1.0% | Reduced |
| Affinity Investment Advisors, LLC | 4,911 | $226.0K | 0.11% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,928 | $227.0K | 0.01% | −1,448−22.7% | Reduced |
| Kathmere Capital Management, LLC | 4,934 | $227.0K | 0.04% | +4,934 | New |
| Budros, Ruhlin & Roe, Inc. | 4,966 | $228.0K | 0.03% | +5+0.1% | Added |
| Gs Investments, Inc. | 4,499 | $228.0K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,968 | $228.0K | 0.17% | +676+15.8% | Added |
| Wealthsource Partners, LLC | 4,976 | $229.0K | 0.02% | −177−3.4% | Reduced |
| EJF Capital LLC | 5,000 | $230.0K | 0.04% | −280,000−98.2% | Reduced |
| Gamble Jones Investment Counsel | 5,010 | $230.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $230.0K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,994 | $230.0K | 0.05% | +1,000+25.0% | Added |
| Vigilare Wealth Management | 5,000 | $230.0K | 0.25% | +5,000 | New |
| Lantz Financial LLC | 5,031 | $231.0K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,032 | $231.0K | 0.21% | +158+3.2% | Added |
| Waller Financial Planning Group, Inc | 5,013 | $231.0K | 0.07% | +751+17.6% | Added |
| EverSource Wealth Advisors, LLC | 5,030 | $231.0K | 0.06% | +2,054+69.0% | Added |
| Requisite Capital Management, LLC | 5,047 | $232.0K | 0.08% | +5,047 | New |
| Jump Financial, LLC | 5,061 | $233.0K | 0.01% | +1,116+28.3% | Added |
| Foundations Investment Advisors, LLC | 5,039 | $233.0K | 0.01% | +5,039 | New |
| Compass Financial Advisors LLC | 5,092 | $234.0K | 0.32% | −77−1.5% | Reduced |
| Clarity Financial LLC | 5,091 | $234.0K | 0.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,103 | $235.0K | 0.11% | −1,772−25.8% | Reduced |
| Roosevelt Investment Group LLC | 5,146 | $237.0K | 0.02% | −1,000−16.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,150 | $237.0K | 0.17% | −125−2.4% | Reduced |
| Angeles Investment Advisors, LLC | 5,145 | $237.0K | 0.02% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 5,153 | $237.0K | 0.37% | +186+3.7% | Added |
| Gray Wealth Management Inc. | 5,160 | $237.0K | 0.14% | +851+19.7% | Added |
| McDaniel Terry & Co | 5,168 | $238.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 5,175 | $238.0K | 0.03% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,200 | $239.0K | 0.06% | −14,000−72.9% | Reduced |
| Monument Capital Management | 5,226 | $240.0K | 0.09% | −982−15.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,251 | $242.0K | 0.04% | −1,901−26.6% | Reduced |
| Financial Counselors Inc | 5,264 | $242.0K | 0.01% | −937−15.1% | Reduced |
| Orca Investment Management, LLC | 5,271 | $242.0K | 0.22% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 5,280 | $242.0K | 0.25% | +5,280 | New |
| Summitry LLC | 5,284 | $243.0K | 0.02% | −4,185−44.2% | Reduced |
| C2C Wealth Management, LLC | 4,652 | $243.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 5,311 | $244.0K | 0.02% | +108+2.1% | Added |
| CFM Wealth Partners LLC | 5,335 | $245.0K | 0.07% | −103−1.9% | Reduced |
| CAPROCK Group, Inc. | 5,329 | $245.0K | 0.02% | +112+2.1% | Added |
| Continuum Advisory, LLC | 5,337 | $245.0K | 0.04% | +5,337 | New |
| Ellis Investment Partners, LLC | 5,367 | $246.0K | 0.07% | +66+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,400 | $248.0K | 0.01% | −6,344−54.0% | Reduced |
| Revolve Wealth Partners, LLC | 5,393 | $248.0K | 0.08% | +572+11.9% | Added |
| LVZ Advisors, Inc. | 5,402 | $248.0K | 0.04% | +724+15.5% | Added |
| First National Bank of South Miami | 5,392 | $248.0K | 0.17% | +1,501+38.6% | Added |
| IHT Wealth Management, LLC | 5,415 | $249.0K | 0.02% | −1,497−21.7% | Reduced |
| WBH Advisory Inc | 5,395 | $249.0K | 0.03% | +4+0.1% | Added |
| Family Legacy, Inc. | 5,445 | $251.0K | 0.12% | +62+1.2% | Added |
| Doyle Wealth Management | 5,481 | $252.0K | 0.02% | −19,053−77.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,482 | $252.0K | 0.03% | −880−13.8% | Reduced |
| Integrity Financial Corp | 5,483 | $252.0K | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,469 | $252.0K | 0.03% | +628+13.0% | Added |
| Integrated Advisors Network LLC | 5,499 | $253.0K | 0.02% | −50,676−90.2% | Reduced |
| First Foundation Advisors | 5,507 | $253.0K | 0.01% | +323+6.2% | Added |
| DDD Partners, LLC | 5,533 | $254.0K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,540 | $255.0K | 0.07% | +5,540 | New |
| Exencial Wealth Advisors, LLC | 5,558 | $256.0K | 0.01% | −1,594−22.3% | Reduced |
| Harbour Investments, Inc. | 5,618 | $258.0K | 0.02% | +5,618 | New |
| Quent Capital, LLC | 5,636 | $259.0K | 0.06% | −527−8.6% | Reduced |
| First Citizens Bank & Trust Co | 5,613 | $259.0K | 0.01% | +5,613 | New |