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, Q3 2022
Institutional positions in Citigroup Inc as of Sep 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
- 1,605
- −30 vs. Q2 2022
- Shares held
- 1.40B
- +2.43M (+0.2%) vs. Q2 2022
- Total value
- $58.4B
- −$5.88B (−9.1%) vs. Q2 2022
- New holders
- 112
- 677 more added
- Sold out
- 142
- 593 more reduced
24 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 368 | $15.0K | 0.00% | −102−21.7% | Reduced |
| Capital Advisors, Ltd. LLC | 358 | $15.0K | 0.00% | +69+23.9% | Added |
| Heritage Wealth Management, LLC | 359 | $15.0K | 0.00% | +98+37.5% | Added |
| Howe & Rusling Inc | 352 | $15.0K | 0.00% | +200+131.6% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $15.0K | 0.01% | 0 | New |
| EdgeRock Capital LLC | 356 | $15.0K | 0.01% | +356 | New |
| Bank of New Hampshire | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 395 | $16.0K | 0.00% | +100+33.9% | Added |
| Credential Qtrade Securities Inc. | 400 | $16.7K | 0.00% | −160−28.6% | Reduced |
| Capital Management Associates | 414 | $17.0K | 0.02% | −20,065−98.0% | Reduced |
| Laurel Wealth Advisors LLC | 415 | $17.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $17.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 410 | $17.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 400 | $17.0K | 0.01% | +400 | New |
| Tortoise Investment Management, LLC | 431 | $18.0K | 0.00% | −14−3.1% | Reduced |
| Raffa Wealth Management, LLC | 451 | $18.8K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 452 | $19.0K | 0.00% | −117−20.6% | Reduced |
| Coston, McIsaac & Partners | 467 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 444 | $19.0K | 0.00% | +117+35.8% | Added |
| Citizens National Bank Trust Department | 490 | $20.0K | 0.01% | −290−37.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 467 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 439 | $20.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 491 | $20.5K | 0.01% | +5+1.0% | Added |
| Logan Capital Management Inc | 510 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 512 | $21.0K | 0.08% | +5+1.0% | Added |
| First Financial Corp | 505 | $21.0K | 0.01% | +99+24.4% | Added |
| Hillsdale Investment Management Inc. | 505 | $21.0K | 0.00% | +240+90.6% | Added |
| Pinnacle Financial Partners Inc | 520 | $22.0K | 0.00% | −7,137−93.2% | Reduced |
| Sound Income Strategies, LLC | 533 | $22.0K | 0.00% | −157−22.8% | Reduced |
| Webster Bank, N. A. | 536 | $22.0K | 0.00% | 00.0% | Unchanged |
| blooom, inc. | 12,062 | $22.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 535 | $22.0K | 0.06% | +535 | New |
| Financial Perspectives, Inc | 546 | $22.8K | 0.01% | −20−3.5% | Reduced |
| Hall Laurie J Trustee | 570 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 570 | $24.0K | 0.02% | +6+1.1% | Added |
| First Community Trust NA | 605 | $25.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 601 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $25.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 590 | $25.0K | 0.05% | +590 | New |
| McClarren Financial Advisors, Inc. | 600 | $25.0K | 0.02% | +600 | New |
| Gordian Capital Singapore Pte Ltd | 500 | $26.0K | 0.03% | −1−0.2% | Reduced |
| S.A. Mason LLC | 658 | $27.0K | 0.02% | −107−14.0% | Reduced |
| Front Row Advisors LLC | 635 | $27.0K | 0.01% | −39−5.8% | Reduced |
| Corsicana & Co. | 659 | $27.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 677 | $28.0K | 0.00% | −1,632−70.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 694 | $28.0K | 0.01% | +694 | New |
| West Paces Advisors Inc. | 705 | $29.4K | 0.01% | −271−27.8% | Reduced |
| Dividend Assets Capital, LLC | 745 | $31.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 747 | $31.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 750 | $31.0K | 0.03% | +100+15.4% | Added |
| Hudock, Inc. | 745 | $31.0K | 0.01% | +206+38.2% | Added |
| Oxler Private Wealth LLC | 750 | $31.3K | 0.02% | +7+0.9% | Added |
| Acima Private Wealth, LLC | 760 | $31.7K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 766 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 765 | $32.0K | 0.00% | +46+6.4% | Added |
| Column Capital Advisors, LLC | 790 | $33.0K | 0.01% | −350−30.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 787 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 794 | $33.0K | 0.06% | +150+23.3% | Added |
| GHP Investment Advisors, Inc. | 795 | $33.0K | 0.00% | +173+27.8% | Added |
| McIlrath & Eck, LLC | 814 | $34.0K | 0.01% | +400+96.6% | Added |
| Financial Management Professionals, Inc. | 837 | $35.0K | 0.01% | −5−0.6% | Reduced |
| Rise Advisors, LLC | 855 | $36.0K | 0.03% | +9+1.1% | Added |
| Castleview Partners, LLC | 865 | $36.0K | 0.03% | +719+492.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 893 | $37.0K | 0.03% | −385−30.1% | Reduced |
| Hartford Financial Management Inc. | 894 | $37.0K | 0.01% | −347−28.0% | Reduced |
| JNBA Financial Advisors | 885 | $37.0K | 0.01% | −101−10.2% | Reduced |
| South State Corp. | 884 | $37.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 894 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 883 | $37.0K | 0.00% | +6+0.7% | Added |
| Mascoma Wealth Management LLC | 903 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 937 | $39.0K | 0.03% | −155−14.2% | Reduced |
| Lee Financial Co | 937 | $39.0K | 0.01% | −15−1.6% | Reduced |
| Costello Asset Management, INC | 944 | $39.0K | 0.04% | +10+1.1% | Added |
| Annapolis Financial Services, LLC | 935 | $39.0K | 0.01% | +347+59.0% | Added |
| Sutton Wealth Advisors Inc. | 936 | $39.0K | 0.02% | +271+40.8% | Added |
| Cambridge Trust Co | 964 | $40.0K | 0.00% | −641−39.9% | Reduced |
| AllSquare Wealth Management LLC | 967 | $40.0K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 953 | $40.0K | 0.04% | +22+2.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 990 | $41.0K | 0.02% | −500−33.6% | Reduced |
| Bangor Savings Bank | 968 | $41.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,033 | $43.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,041 | $43.0K | 0.02% | +7+0.7% | Added |
| Aua Capital Management, LLC | 1,055 | $44.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 1,084 | $45.0K | 0.03% | −777−41.8% | Reduced |
| Tucker Asset Management LLC | 1,000 | $45.9K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,125 | $46.9K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,150 | $48.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,177 | $49.0K | 0.01% | −10−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,247 | $52.0K | 0.01% | −5,021−80.1% | Reduced |
| Banco de Sabadell, S.A | 1,239 | $53.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,268 | $53.0K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 1,301 | $54.0K | 0.00% | −28,420−95.6% | Reduced |
| RWM Asset Management, LLC | 1,303 | $54.0K | 0.01% | +6+0.5% | Added |
| TSFG, LLC | 1,339 | $56.0K | 0.03% | −15−1.1% | Reduced |
| Avion Wealth | 1,402 | $58.0K | 0.02% | +15+1.1% | Added |
| Peoples Financial Services Corp. | 1,420 | $59.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,413 | $59.0K | 0.02% | 00.0% | Unchanged |