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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Requisite Capital Management, LLC | 5,047 | $232.0K | 0.08% | +5,047 | 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 |
| 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 |
| Wealthsource Partners, LLC | 4,976 | $229.0K | 0.02% | −177−3.4% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| TRUE Private Wealth Advisors | 4,875 | $224.0K | 0.03% | −2,314−32.2% | Reduced |
| 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 |
| Weinberger Asset Management, Inc | 4,838 | $222.5K | 0.15% | +4,838 | New |
| 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 |
| 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 |
| Abbrea Capital, LLC | 4,793 | $220.0K | 0.04% | +459+10.6% | 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 |
| 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 |
| Payden & Rygel | 4,700 | $216.0K | 0.01% | 00.0% | Unchanged |
| 626 Financial, LLC | 4,705 | $216.0K | 0.16% | +875+22.8% | Added |
| Tarbox Family Office, Inc. | 4,681 | $215.0K | 0.05% | −172−3.5% | Reduced |
| 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 |
| 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 |
| Secure Asset Management, LLC | 4,615 | $212.0K | 0.12% | +4,615 | New |
| Allied Investment Advisors, LLC | 4,595 | $211.0K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,508 | $210.0K | 0.08% | +4,508 | New |
| 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 |
| Geller Advisors LLC | 4,523 | $208.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| HBK Sorce Advisory LLC | 4,487 | $206.0K | 0.02% | −2,939−39.6% | Reduced |
| Hayek Kallen Investment Management | 4,478 | $206.0K | 0.09% | −293−6.1% | Reduced |
| Abbot Financial Management, Inc. | 4,490 | $206.0K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,476 | $206.0K | 0.16% | +3+0.1% | Added |
| Childress Capital Advisors, LLC | 4,461 | $205.0K | 0.08% | −1,638−26.9% | Reduced |
| Rosenberg Matthew Hamilton | 4,351 | $204.0K | 0.08% | +779+21.8% | Added |
| CoreFirst Bank & Trust | 4,421 | $203.0K | 0.16% | −68−1.5% | Reduced |
| Apriem Advisors | 4,419 | $203.0K | 0.03% | +104+2.4% | Added |
| Rowland & Co Investment Counsel | 4,400 | $202.4K | 0.05% | +4,400 | New |
| FourThought Financial, LLC | 4,397 | $202.0K | 0.03% | −3,191−42.1% | Reduced |
| Endurance Wealth Management, Inc. | 4,390 | $202.0K | 0.03% | −475−9.8% | Reduced |
| Navellier & Associates Inc | 4,400 | $202.0K | 0.04% | −100−2.2% | Reduced |
| GeoWealth Management, LLC | 4,374 | $201.0K | 0.03% | −475−9.8% | Reduced |
| Boyd Watterson Asset Management LLC | 4,370 | $201.0K | 0.09% | +4,370 | New |
| LFA - Lugano Financial Advisors SA | 4,298 | $197.0K | 0.14% | +500+13.2% | Added |
| Kozak & Associates, Inc. | 4,218 | $194.0K | 0.13% | +1,950+86.0% | Added |
| Mission Wealth Management, LP | 4,194 | $193.0K | 0.01% | −373−8.2% | Reduced |
| Accel Wealth Management | 3,855 | $193.0K | 0.11% | +1,108+40.3% | Added |
| Carolinas Wealth Consulting LLC | 4,114 | $189.0K | 0.05% | +35+0.9% | Added |
| Atwood & Palmer Inc | 4,000 | $184.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $184.0K | 0.04% | −13−0.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,994 | $184.0K | 0.05% | +1,522+61.6% | Added |
| Valley National Advisers Inc | 3,858 | $181.0K | 0.04% | +3,300+591.4% | Added |
| Castleark Management LLC | 3,844 | $177.0K | 0.01% | −2,666−41.0% | Reduced |
| Zullo Investment Group, Inc. | 3,839 | $177.0K | 0.11% | +194+5.3% | Added |
| Raleigh Capital Management Inc. | 3,842 | $177.0K | 0.10% | +324+9.2% | Added |
| Caldwell Trust Co | 3,808 | $175.1K | 0.02% | +1,082+39.7% | Added |
| Atlantic Trust, LLC | 3,815 | $175.0K | 0.13% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,356 | $174.0K | 0.04% | +234+7.5% | Added |
| CoreCap Advisors, LLC | 3,728 | $171.0K | 0.01% | +3,728 | New |
| TCI Wealth Advisors, Inc. | 3,689 | $170.0K | 0.03% | +104+2.9% | Added |
| Harbor Investment Advisory, LLC | 3,631 | $167.0K | 0.03% | −493−12.0% | Reduced |
| Smithfield Trust Co | 3,612 | $166.0K | 0.01% | +1,700+88.9% | Added |
| Hexagon Capital Partners LLC | 3,528 | $162.0K | 0.05% | +1,492+73.3% | Added |
| Gables Capital Management Inc. | 3,500 | $161.0K | 0.12% | −150−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,421 | $157.0K | 0.10% | +1,349+65.1% | Added |
| Bartlett & Co. LLC | 3,296 | $152.0K | 0.00% | +61+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 3,296 | $151.6K | 0.00% | +61+1.9% | Added |
| Duncker Streett & Co Inc | 2,974 | $137.0K | 0.03% | +3+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,960 | $136.0K | 0.00% | −1,101,742−99.7% | Reduced |
| Silvant Capital Management LLC | 2,906 | $134.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,889 | $133.0K | 0.00% | +39+1.4% | Added |
| Montag A & Associates Inc | 2,864 | $132.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,777 | $128.0K | 0.10% | −650−19.0% | Reduced |
| Centerpoint Advisors, LLC | 2,749 | $126.0K | 0.06% | 00.0% | Unchanged |