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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 4,843 | $202.0K | 0.01% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 4,848 | $202.0K | 2.95% | +4,848 | New |
| Journey Strategic Wealth LLC | 4,858 | $203.0K | 0.03% | +4,858 | New |
| Budros, Ruhlin & Roe, Inc. | 4,894 | $204.0K | 0.03% | −72−1.4% | Reduced |
| GenTrust, LLC | 4,900 | $204.0K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 4,900 | $204.0K | 0.05% | +4,900 | New |
| Congress Park Capital LLC | 4,950 | $206.0K | 0.14% | +225+4.8% | Added |
| Perennial Investment Advisors, LLC | 4,932 | $206.0K | 0.09% | +424+9.4% | Added |
| First National Bank of South Miami | 5,001 | $208.0K | 0.16% | −391−7.3% | Reduced |
| Sanders Morris Harris LLC | 4,989 | $208.0K | 0.05% | −5−0.1% | Reduced |
| Harbor Advisors LLC | 5,000 | $208.0K | 0.06% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,987 | $208.0K | 0.11% | +76+1.5% | Added |
| Beta Wealth Group, Inc. | 5,000 | $208.0K | 0.15% | +200+4.2% | Added |
| Nicolet Bankshares Inc | 5,031 | $210.0K | 0.06% | −4,471−47.1% | Reduced |
| Lantz Financial LLC | 5,031 | $210.0K | 0.11% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,032 | $210.0K | 0.04% | +399+8.6% | Added |
| Alpha Family Trust | 5,065 | $211.0K | 0.16% | +5,065 | New |
| Covestor Ltd | 5,073 | $212.0K | 0.19% | −570−10.1% | Reduced |
| SJS Investment Consulting Inc. | 5,082 | $212.0K | 0.07% | +5,082 | New |
| Brave Asset Management Inc | 5,103 | $213.0K | 0.11% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 5,119 | $213.0K | 0.32% | +27+0.5% | Added |
| Alta Advisers Ltd | 5,100 | $213.0K | 0.13% | +5,100 | New |
| CFM Wealth Partners LLC | 5,135 | $214.0K | 0.07% | −200−3.7% | Reduced |
| Orca Investment Management, LLC | 5,144 | $214.0K | 0.28% | −127−2.4% | Reduced |
| Roosevelt Investment Group LLC | 5,146 | $214.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,150 | $215.0K | 0.01% | −250−4.6% | Reduced |
| McDaniel Terry & Co | 5,168 | $215.0K | 0.03% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 5,163 | $215.0K | 0.07% | +150+3.0% | Added |
| Tarbox Family Office, Inc. | 4,681 | $215.0K | 0.05% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 5,176 | $216.0K | 0.28% | +5,176 | New |
| Deltec Asset Management LLC | 5,200 | $217.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,722 | $217.0K | 0.02% | −120−2.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,217 | $217.0K | 0.03% | +5,217 | New |
| Godshalk Welsh Capital Management, Inc. | 5,250 | $219.0K | 0.16% | +100+1.9% | Added |
| Griffin Asset Management, Inc. | 5,268 | $220.0K | 0.04% | −1,106−17.4% | Reduced |
| Stokes Family Office, LLC | 5,286 | $220.0K | 0.03% | −793−13.0% | Reduced |
| Marino, Stram & Associates LLC | 5,307 | $221.0K | 0.08% | −403−7.1% | Reduced |
| Bank of Hawaii | 5,323 | $222.0K | 0.02% | −7,242−57.6% | Reduced |
| Secure Asset Management, LLC | 5,335 | $222.0K | 0.12% | +720+15.6% | Added |
| Fiera Capital Corp | 5,332 | $222.0K | 0.00% | +5,332 | New |
| Round Rock Advisors, LLC | 4,815 | $223.0K | 0.10% | +4,815 | New |
| Wealthsource Partners, LLC | 5,380 | $224.0K | 0.02% | +404+8.1% | Added |
| Quantbot Technologies LP | 5,397 | $224.0K | 0.02% | +5,397 | New |
| NewEdge Wealth, LLC | 5,405 | $225.0K | 0.01% | −4,105−43.2% | Reduced |
| Ethic Inc. | 5,393 | $225.0K | 0.02% | −2,980−35.6% | Reduced |
| Davis R M Inc | 5,396 | $225.0K | 0.01% | +5,396 | New |
| Wesbanco Bank Inc | 5,425 | $227.0K | 0.02% | −1,747−24.4% | Reduced |
| Keel Point, LLC | 5,436 | $227.0K | 0.04% | −332−5.8% | Reduced |
| Family Legacy, Inc. | 5,445 | $227.0K | 0.11% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,436 | $227.0K | 0.17% | +468+9.4% | Added |
| Integrity Financial Corp | 5,483 | $228.0K | 0.24% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,472 | $228.0K | 0.04% | +221+4.2% | Added |
| NorthRock Partners, LLC | 5,502 | $229.0K | 0.03% | −869−13.6% | Reduced |
| Main Street Financial Solutions, LLC | 5,528 | $230.0K | 0.04% | +46+0.8% | Added |
| DDD Partners, LLC | 5,533 | $231.0K | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,541 | $231.0K | 0.08% | +148+2.7% | Added |
| Kathmere Capital Management, LLC | 5,535 | $231.0K | 0.05% | +601+12.2% | Added |
| Pointe Capital Management LLC | 5,557 | $232.0K | 0.19% | −1,183−17.6% | Reduced |
| LVZ Advisors, Inc. | 5,657 | $236.0K | 0.04% | +255+4.7% | Added |
| Grandview Asset Management LLC | 5,702 | $238.0K | 0.15% | −438−7.1% | Reduced |
| Thrive Wealth Management, LLC | 5,734 | $239.0K | 0.08% | +5,734 | New |
| Gray Wealth Management Inc. | 5,793 | $241.0K | 0.15% | +633+12.3% | Added |
| DuPont Capital Management Corp | 5,797 | $242.0K | 0.01% | −730−11.2% | Reduced |
| Lewis Capital Management, LLC | 5,818 | $242.0K | 0.37% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 5,809 | $242.0K | 0.30% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,800 | $242.0K | 0.06% | +709+13.9% | Added |
| Eagle Global Advisors LLC | 5,850 | $244.0K | 0.02% | −1,500−20.4% | Reduced |
| Calamos Wealth Management LLC | 5,858 | $244.0K | 0.02% | −626−9.7% | Reduced |
| X-Square Capital, LLC | 5,859 | $244.0K | 0.15% | +206+3.6% | Added |
| Safeguard Investment Advisory Group, LLC | 5,869 | $244.0K | 0.17% | +5,869 | New |
| Compagnie Lombard Odier SCmA | 5,853 | $245.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,876 | $245.0K | 0.12% | +63+1.1% | Added |
| Sage Investment Advisers LLC | 5,880 | $245.0K | 0.39% | +727+14.1% | Added |
| Modera Wealth Management, LLC | 5,926 | $247.0K | 0.01% | −907−13.3% | Reduced |
| Eidelman Virant Capital | 5,900 | $247.0K | 0.18% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,957 | $248.0K | 0.07% | −311−5.0% | Reduced |
| Marathon Trading Investment Management LLC | 5,948 | $248.0K | 0.16% | +152+2.6% | Added |
| Requisite Capital Management, LLC | 5,981 | $249.0K | 0.08% | +934+18.5% | Added |
| Kore Private Wealth LLC | 6,012 | $251.0K | 0.05% | −375−5.9% | Reduced |
| Prentice Wealth Management LLC | 5,979 | $251.0K | 0.14% | +5,979 | New |
| Resurgent Financial Advisors LLC | 6,025 | $251.0K | 0.17% | +6,025 | New |
| Private Capital Management LLC | 6,080 | $253.0K | 0.09% | −58−0.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,076 | $253.0K | 0.01% | +6,076 | New |
| Shilanski & Associates, Inc. | 6,080 | $253.0K | 0.09% | +6,080 | New |
| Welch Group, LLC | 6,085 | $254.0K | 0.02% | −1,627−21.1% | Reduced |
| Proequities, Inc. | 6,084 | $254.0K | 0.02% | +39+0.6% | Added |
| Arkadios Wealth Advisors | 6,125 | $255.0K | 0.04% | +6,125 | New |
| Mather Group, LLC. | 6,146 | $256.0K | 0.01% | +185+3.1% | Added |
| Pacific Center for Financial Services | 6,160 | $257.0K | 0.10% | +4+0.1% | Added |
| Harbour Investments, Inc. | 5,618 | $258.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,206 | $259.0K | 0.05% | +869+16.3% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,240 | $260.0K | 0.08% | +253+4.2% | Added |
| Seelaus Asset Management LLC | 6,274 | $261.0K | 0.21% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,146 | $261.0K | 0.03% | +311+5.3% | Added |
| HBK Sorce Advisory LLC | 6,299 | $262.0K | 0.02% | +1,812+40.4% | Added |
| Altfest L J & Co Inc | 6,321 | $263.0K | 0.05% | +14+0.2% | Added |
| Keudell/Morrison Wealth Management | 6,314 | $263.0K | 0.10% | +40+0.6% | Added |
| Quent Capital, LLC | 6,311 | $263.0K | 0.05% | +675+12.0% | Added |
| Washington Trust Advisors, Inc. | 6,345 | $264.0K | 0.02% | −620−8.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,356 | $265.0K | 0.01% | −13,846−68.5% | Reduced |