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, 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 | 2,644 | $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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 11,201 | $515.1K | 0.07% | −2,260−16.8% | Reduced |
| Independent Financial Group, LLC | 11,181 | $514.3K | 0.05% | +1,205+12.1% | Added |
| Warren Averett Asset Management, LLC | 11,120 | $511.0K | 0.05% | +11,120 | New |
| Alterna Wealth Management, Inc | 11,082 | $510.0K | 0.52% | +1,000+9.9% | Added |
| XR Securities LLC | 11,081 | $510.0K | 0.25% | +11,081 | New |
| Alpha Cubed Investments, LLC | 10,977 | $505.0K | 0.04% | +1,007+10.1% | Added |
| Parallel Advisors, LLC | 10,963 | $504.0K | 0.02% | +2,196+25.0% | Added |
| Echo Street Capital Management LLC | 10,916 | $502.0K | 0.00% | −5,019−31.5% | Reduced |
| Tocqueville Asset Management L.P. | 10,850 | $499.0K | 0.01% | −3,771−25.8% | Reduced |
| Mechanics Financial Corp | 10,764 | $495.0K | 0.30% | +140+1.3% | Added |
| Waldron Private Wealth LLC | 10,783 | $495.0K | 0.03% | +447+4.3% | Added |
| Knightsbridge Asset Management, LLC | 10,765 | $495.0K | 0.10% | +5,434+101.9% | Added |
| Great Valley Advisor Group, Inc. | 10,749 | $495.0K | 0.03% | +5,919+122.5% | Added |
| Perpetual Investment Management Ltd | 10,749 | $494.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 10,611 | $493.0K | 0.02% | −360−3.3% | Reduced |
| Pictet Bank & Trust Ltd | 10,695 | $492.0K | 0.34% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 10,630 | $489.0K | 0.08% | +101+1.0% | Added |
| Aveo Capital Partners, LLC | 10,607 | $488.0K | 0.08% | +10,607 | New |
| CastleKnight Management LP | 10,600 | $487.0K | 0.15% | +10,600 | New |
| Keebeck Alpha, LP | 10,565 | $486.0K | 0.22% | −1,476−12.3% | Reduced |
| RMR Wealth Builders | 10,544 | $485.0K | 0.12% | +10,544 | New |
| Telemetry Investments, L.L.C. | 10,500 | $483.0K | 0.74% | −304−2.8% | Reduced |
| Thomas White International Ltd | 10,498 | $483.0K | 0.10% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 10,497 | $483.0K | 0.50% | +6,392+155.7% | Added |
| Orion Capital Management LLC | 10,460 | $481.0K | 0.37% | −540−4.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 10,471 | $481.0K | 0.36% | +10,471 | New |
| Cumberland Advisors Inc | 10,421 | $479.0K | 0.16% | −5,369−34.0% | Reduced |
| Fort Sheridan Advisors LLC | 10,368 | $477.0K | 0.16% | +516+5.2% | Added |
| Sargent Investment Group, LLC | 10,344 | $476.0K | 0.15% | −1,925−15.7% | Reduced |
| Dorchester Wealth Management Co | 10,340 | $476.0K | 0.09% | +2,265+28.0% | Added |
| Carnegie Capital Asset Management, LLC | 10,261 | $472.0K | 0.02% | −676−6.2% | Reduced |
| Acorn Financial Advisory Services Inc | 10,187 | $468.0K | 0.11% | −387−3.7% | Reduced |
| Nwam LLC | 10,064 | $468.0K | 0.04% | +283+2.9% | Added |
| Investors Asset Management of Georgia Inc | 10,162 | $467.0K | 0.24% | −100−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,133 | $466.0K | 0.02% | −822−7.5% | Reduced |
| Twin Focus Capital Partners, LLC | 10,105 | $465.0K | 0.10% | +212+2.1% | Added |
| Signature Wealth Management Partners, LLC | 10,109 | $465.0K | 0.48% | +1,057+11.7% | Added |
| Americana Partners, LLC | 10,809 | $461.0K | 0.08% | +2,698+33.3% | Added |
| Investor AB | 10,000 | $460.0K | 0.02% | −15,000−60.0% | Reduced |
| Claraphi Advisory Network, LLC | 10,005 | $460.0K | 0.16% | −273−2.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,936 | $457.0K | 0.37% | 00.0% | Unchanged |
| Round Hill Asset Management | 9,822 | $452.0K | 0.28% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,404 | $451.0K | 0.09% | −8,086−85.2% | Reduced |
| Anchor Capital Advisors LLC | 9,780 | $450.0K | 0.01% | −5,252−34.9% | Reduced |
| Cooper Financial Group | 9,774 | $449.0K | 0.16% | +759+8.4% | Added |
| Bryn Mawr Trust Co | 9,728 | $448.0K | 0.02% | −245−2.5% | Reduced |
| Ironwood Investment Management LLC | 9,740 | $448.0K | 0.30% | +1,000+11.4% | Added |
| Maven Securities LTD | 9,748 | $448.0K | 0.08% | +9,748 | New |
| Evercore Wealth Management, LLC | 9,714 | $447.0K | 0.01% | −724−6.9% | Reduced |
| 9258 Wealth Management, LLC | 9,711 | $447.0K | 0.11% | −46−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 9,714 | $447.0K | 0.05% | +2,125+28.0% | Added |
| Mutual Advisors, LLC | 9,711 | $447.0K | 0.03% | +3,116+47.2% | Added |
| Focus Financial Network, Inc. | 9,675 | $445.0K | 0.04% | +1,627+20.2% | Added |
| Herold Advisors, Inc. | 9,665 | $444.0K | 0.20% | +40.0% | Added |
| Personal Cfo Solutions, LLC | 9,600 | $442.0K | 0.10% | +378+4.1% | Added |
| Enlightenment Research, LLC | 9,599 | $441.0K | 0.95% | +9,599 | New |
| Cerro Pacific Wealth Advisors LLC | 9,562 | $440.0K | 0.28% | −4,116−30.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,577 | $440.0K | 0.07% | +184+2.0% | Added |
| EP Wealth Advisors, LLC | 9,524 | $438.0K | 0.01% | −1,553−14.0% | Reduced |
| Fisher Asset Management, LLC | 9,514 | $438.0K | 0.00% | +1,595+20.1% | Added |
| Nicolet Bankshares Inc | 9,502 | $437.0K | 0.11% | −317−3.2% | Reduced |
| NewEdge Wealth, LLC | 9,510 | $437.0K | 0.02% | +2,142+29.1% | Added |
| Middleton & Co Inc | 9,480 | $436.0K | 0.06% | −3,640−27.7% | Reduced |
| Azimuth Capital Investment Management LLC | 9,488 | $436.0K | 0.02% | +9,488 | New |
| Venture Visionary Partners LLC | 9,457 | $435.0K | 0.03% | +2,278+31.7% | Added |
| Rehmann Capital Advisory Group | 9,408 | $432.7K | 0.05% | −587−5.9% | Reduced |
| InterOcean Capital Group, LLC | 9,363 | $431.0K | 0.02% | +9,363 | New |
| Silverlake Wealth Management LLC | 9,322 | $428.7K | 0.28% | +226+2.5% | Added |
| Quadrant Capital Group LLC | 9,293 | $427.0K | 0.06% | +2,810+43.3% | Added |
| Natixis Investment Managers International | 9,280 | $426.0K | 0.01% | +1,526+19.7% | Added |
| Boenning & Scattergood, Inc. | 9,210 | $424.0K | 0.08% | −28,486−75.6% | Reduced |
| Hancock Whitney Corp | 9,099 | $418.0K | 0.02% | +349+4.0% | Added |
| Retirement Planning Co of New England, Inc. | 9,080 | $417.0K | 0.28% | −1,969−17.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,030 | $416.0K | 0.14% | −528−5.5% | Reduced |
| US Asset Management LLC | 9,016 | $415.0K | 0.46% | +34+0.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 9,000 | $414.0K | 0.18% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 8,983 | $413.0K | 0.25% | +75+0.8% | Added |
| Allworth Financial LP | 8,980 | $413.0K | 0.01% | +2,042+29.4% | Added |
| Elkhorn Partners Limited Partnership | 8,950 | $412.0K | 0.26% | −100−1.1% | Reduced |
| First National Bank | 8,969 | $412.0K | 0.39% | +3,655+68.8% | Added |
| Ferguson Wellman Capital Management, Inc | 8,945 | $411.0K | 0.02% | +469+5.5% | Added |
| Fulcrum Capital LLC | 8,914 | $410.0K | 0.13% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 8,897 | $409.0K | 0.09% | −354−3.8% | Reduced |
| Alethea Capital Management, LLC | 8,848 | $407.0K | 0.51% | −3,641−29.2% | Reduced |
| Independence Bank of Kentucky | 8,798 | $405.0K | 0.18% | −2,115−19.4% | Reduced |
| Vicus Capital | 8,771 | $403.0K | 0.05% | −642−6.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,772 | $403.0K | 0.13% | −318−3.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,742 | $402.0K | 0.05% | +1,090+14.2% | Added |
| World Equity Group, Inc. | 8,655 | $398.0K | 0.10% | −1,034−10.7% | Reduced |
| Northwest Bancshares, Inc. | 8,648 | $398.0K | 0.09% | −103−1.2% | Reduced |
| Samalin Investment Counsel, LLC | 8,652 | $398.0K | 0.28% | +1,129+15.0% | Added |
| Parcion Private Wealth LLC | 7,623 | $396.0K | 0.04% | +7,623 | New |
| Founders Financial Alliance, LLC | 8,600 | $395.0K | 0.20% | −1,134−11.6% | Reduced |
| Parkside Financial Bank & Trust | 8,560 | $394.0K | 0.12% | +512+6.4% | Added |
| Dakota Wealth Management | 8,552 | $393.0K | 0.04% | +8,552 | New |
| Valley Brook Capital Group | 8,543 | $392.0K | 0.40% | −2,550−23.0% | Reduced |
| Running Point Capital Advisors, LLC | 8,499 | $391.0K | 0.25% | −91−1.1% | Reduced |
| Arete Wealth Advisors, LLC | 8,498 | $391.0K | 0.04% | −132−1.5% | Reduced |
| Minot Wealth Management LLC | 8,492 | $391.0K | 0.10% | +2,273+36.5% | Added |
| Baxter Bros Inc | 8,488 | $390.0K | 0.07% | +227+2.7% | Added |