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, 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 | 2,644 | $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, 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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1,422 | $59.0K | 0.01% | +14+1.0% | Added |
| SOA Wealth Advisors, LLC. | 1,481 | $61.0K | 0.02% | +545+58.2% | Added |
| First Command Bank | 1,487 | $62.0K | 0.01% | −267−15.2% | Reduced |
| First Command Financial Services, Inc. | 1,487 | $62.0K | 0.01% | −267−15.2% | Reduced |
| CKW Financial Group | 1,500 | $63.0K | 0.01% | −200−11.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $63.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,501 | $63.0K | 0.04% | +232+18.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,561 | $65.0K | 0.04% | −389−19.9% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $65.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,610 | $67.0K | 0.04% | +87+5.7% | Added |
| FNY Investment Advisers, LLC | 1,622 | $67.0K | 0.05% | +133+8.9% | Added |
| PFS Partners, LLC | 1,629 | $67.9K | 0.07% | +1+0.1% | Added |
| Evoke Wealth, LLC | 1,626 | $68.0K | 0.00% | −291−15.2% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $68.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,649 | $68.0K | 0.07% | +1,649 | New |
| Fortis Advisors, LLC | 1,650 | $69.0K | 0.05% | +350+26.9% | Added |
| Denali Advisors LLC | 1,700 | $71.0K | 0.03% | +1,700 | New |
| Core Alternative Capital | 1,807 | $75.0K | 0.01% | −5,371−74.8% | Reduced |
| NuWave Investment Management, LLC | 1,852 | $77.0K | 0.09% | −5,974−76.3% | Reduced |
| Montag A & Associates Inc | 1,858 | $77.0K | 0.01% | −1,006−35.1% | Reduced |
| Ameliora Wealth Management Ltd. | 1,890 | $77.0K | 0.04% | +1,890 | New |
| City State Bank | 1,860 | $78.0K | 0.05% | −50−2.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,882 | $78.0K | 0.05% | +112+6.3% | Added |
| Monetary Management Group Inc | 1,895 | $79.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,921 | $80.0K | 0.04% | −4,683−70.9% | Reduced |
| Smithfield Trust Co | 1,874 | $80.0K | 0.01% | −1,738−48.1% | Reduced |
| Sargent Bickham Lagudis LLC | 1,910 | $80.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,977 | $82.0K | 0.00% | −5,499−73.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,977 | $82.0K | 0.02% | −688−25.8% | Reduced |
| Union Investments & Development Ltd. | 2,000 | $83.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,000 | $83.3K | 0.02% | −432−17.8% | Reduced |
| Rock Creek Group, LP | 2,030 | $85.0K | 0.01% | −576−22.1% | Reduced |
| Pacifica Partners Inc. | 1,875 | $87.0K | 0.06% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,100 | $88.0K | 0.00% | +2,100 | New |
| Highlander Capital Management, LLC | 2,130 | $89.0K | 0.05% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,157 | $90.0K | 0.07% | +178+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $91.0K | 0.01% | +1,267+135.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $94.0K | 0.01% | −9,200−80.4% | Reduced |
| Glassman Wealth Services | 2,302 | $96.0K | 0.02% | −157−6.4% | Reduced |
| Benjamin Edwards Inc | 2,323 | $97.0K | 0.03% | −367−13.6% | Reduced |
| Eagle Bay Advisors LLC | 2,356 | $98.0K | 0.06% | +8+0.3% | Added |
| West Branch Capital LLC | 2,392 | $100.0K | 0.06% | −100−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 2,592 | $108.0K | 0.01% | +694+36.6% | Added |
| Riverview Trust Co | 2,678 | $112.0K | 0.11% | 00.0% | Unchanged |
| Washington Trust Co | 2,709 | $113.0K | 0.01% | +500+22.6% | Added |
| Centerpoint Advisors, LLC | 2,749 | $115.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,816 | $117.0K | 0.01% | +292+11.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,889 | $120.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,906 | $121.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 2,900 | $121.0K | 0.10% | +2,000+222.2% | Added |
| Duncker Streett & Co Inc | 2,978 | $124.0K | 0.03% | +4+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,250 | $135.0K | 0.00% | +290+9.8% | Added |
| Bartlett & Co. Wealth Management LLC | 3,261 | $135.9K | 0.00% | −35−1.1% | Reduced |
| Bartlett & Co. LLC | 3,261 | $136.0K | 0.00% | −35−1.1% | Reduced |
| Cohen & Steers, Inc. | 3,318 | $138.0K | 0.00% | −3,427−50.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,384 | $141.0K | 0.02% | −247−6.8% | Reduced |
| Carolinas Wealth Consulting LLC | 3,404 | $142.0K | 0.04% | −710−17.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,441 | $146.0K | 0.00% | −4,672−57.6% | Reduced |
| Gables Capital Management Inc. | 3,500 | $146.0K | 0.12% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,512 | $146.0K | 0.09% | +91+2.7% | Added |
| Hoey Investments, Inc | 3,550 | $148.0K | 0.06% | +1,800+102.9% | Added |
| FinTrust Capital Advisors, LLC | 3,371 | $149.0K | 0.04% | +15+0.4% | Added |
| TCI Wealth Advisors, Inc. | 3,575 | $149.0K | 0.02% | −114−3.1% | Reduced |
| Key Financial Inc | 3,631 | $151.0K | 0.07% | +3,388+1,394.2% | Added |
| EverSource Wealth Advisors, LLC | 3,740 | $156.0K | 0.04% | −1,290−25.6% | Reduced |
| Caldwell Trust Co | 3,756 | $156.5K | 0.02% | −52−1.4% | Reduced |
| Hanson & Doremus Investment Management | 3,839 | $160.0K | 0.04% | −816−17.5% | Reduced |
| Castleark Management LLC | 3,844 | $160.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,869 | $161.0K | 0.03% | +1,428+58.5% | Added |
| Pacer Advisors, Inc. | 3,948 | $165.0K | 0.00% | −57,551−93.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,972 | $166.0K | 0.04% | −22−0.6% | Reduced |
| Atwood & Palmer Inc | 4,000 | $167.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $167.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,782 | $167.0K | 0.03% | −76−2.0% | Reduced |
| Zullo Investment Group, Inc. | 4,027 | $168.0K | 0.11% | +188+4.9% | Added |
| Accel Wealth Management | 3,822 | $170.0K | 0.09% | −33−0.9% | Reduced |
| Kozak & Associates, Inc. | 4,226 | $171.0K | 0.11% | +8+0.2% | Added |
| Harvest Fund Management Co., Ltd | 4,158 | $173.0K | 0.05% | +2,391+135.3% | Added |
| FourThought Financial, LLC | 4,164 | $174.0K | 0.03% | −233−5.3% | Reduced |
| Raleigh Capital Management Inc. | 4,213 | $175.0K | 0.10% | +371+9.7% | Added |
| Atlantic Trust, LLC | 4,232 | $176.0K | 0.06% | +417+10.9% | Added |
| Sittner & Nelson, LLC | 4,347 | $181.0K | 0.12% | +2,816+183.9% | Added |
| Gradient Investments LLC | 4,401 | $183.0K | 0.01% | −110−2.4% | Reduced |
| Endurance Wealth Management, Inc. | 4,387 | $183.0K | 0.03% | −3−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 4,417 | $184.0K | 0.07% | +66+1.5% | Added |
| CoreFirst Bank & Trust | 4,421 | $184.0K | 0.16% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,428 | $184.5K | 0.05% | +28+0.6% | Added |
| Ellis Investment Partners, LLC | 4,454 | $185.0K | 0.05% | −913−17.0% | Reduced |
| Gs Investments, Inc. | 4,499 | $187.0K | 0.12% | 00.0% | Unchanged |
| Almitas Capital LLC | 4,500 | $188.0K | 0.14% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,592 | $192.0K | 0.04% | −51,065−91.7% | Reduced |
| Payden & Rygel | 4,700 | $196.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,706 | $196.0K | 0.17% | +4,706 | New |
| MCF Advisors LLC | 4,719 | $197.0K | 0.02% | +2,671+130.4% | Added |
| Pinnacle Bancorp, Inc. | 4,747 | $198.0K | 0.09% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,802 | $200.0K | 0.05% | −6,783−58.5% | Reduced |
| Gilbert & Cook, Inc. | 4,397 | $200.0K | 0.04% | +4,397 | New |
| Rossmore Private Capital | 4,824 | $201.0K | 0.04% | +200+4.3% | Added |
| Private Capital Management, LLC | 4,830 | $201.0K | 0.03% | +4,830 | New |
| C2C Wealth Management, LLC | 4,545 | $202.0K | 0.04% | −107−2.3% | Reduced |