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 |
|---|---|---|---|---|---|
| Brandywine Oak Private Wealth LLC | 6,364 | $265.0K | 0.04% | −10−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,344 | $265.0K | 0.01% | +6,344 | New |
| Stratos Wealth Advisors, LLC | 6,392 | $266.0K | 0.03% | −474−6.9% | Reduced |
| Eads & Heald Wealth Management | 6,378 | $266.0K | 0.15% | −40−0.6% | Reduced |
| WNY Asset Management, LLC | 6,450 | $267.0K | 0.10% | +6,450 | New |
| Aspen Investment Management Inc | 6,421 | $268.0K | 0.18% | −500−7.2% | Reduced |
| Hodges Capital Management Inc. | 6,437 | $268.0K | 0.04% | +6,437 | New |
| Flputnam Investment Management Co | 6,467 | $269.0K | 0.01% | +30.0% | Added |
| Cladis Investment Advisory, LLC | 6,456 | $269.0K | 0.29% | −150−2.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,482 | $270.0K | 0.12% | −1,148−15.0% | Reduced |
| VeraBank, N.A. | 6,476 | $270.0K | 0.17% | −139−2.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,467 | $270.0K | 0.04% | +707+12.3% | Added |
| Financial Counselors Inc | 6,508 | $271.0K | 0.01% | +1,244+23.6% | Added |
| Associated Banc-Corp | 6,548 | $273.0K | 0.01% | +115+1.8% | Added |
| Transform Wealth, LLC | 6,577 | $274.0K | 0.04% | −400−5.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,567 | $274.0K | 0.07% | +366+5.9% | Added |
| MSH Capital Advisors LLC | 6,612 | $275.5K | 0.14% | +30.0% | Added |
| Truepoint, Inc. | 6,613 | $276.0K | 0.01% | +6,613 | New |
| D'Orazio & Associates, Inc. | 6,654 | $277.0K | 0.08% | −569−7.9% | Reduced |
| Icon Wealth Advisors, LLC | 6,658 | $277.0K | 0.03% | +6,658 | New |
| Shepherd Financial Partners LLC | 6,664 | $278.0K | 0.05% | −1,248−15.8% | Reduced |
| Childress Capital Advisors, LLC | 6,682 | $278.0K | 0.11% | +2,221+49.8% | Added |
| Parcion Private Wealth LLC | 6,703 | $279.0K | 0.03% | −920−12.1% | Reduced |
| Krilogy Financial LLC | 6,702 | $279.0K | 0.03% | −1,697−20.2% | Reduced |
| Successful Portfolios LLC | 6,715 | $280.0K | 0.20% | +1,975+41.7% | Added |
| Cowa, LLC | 6,750 | $281.0K | 0.19% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6,736 | $281.0K | 0.03% | +1,425+26.8% | Added |
| Trust Co of Toledo NA | 6,773 | $282.0K | 0.05% | −952−12.3% | Reduced |
| KCM Investment Advisors LLC | 6,771 | $282.0K | 0.01% | −167−2.4% | Reduced |
| Summitry LLC | 6,778 | $282.0K | 0.02% | +1,494+28.3% | Added |
| DRW Securities, L.L.C. | 6,774 | $282.0K | 0.09% | +6,774 | New |
| Community Bank & Trust, Waco, Texas | 6,797 | $283.0K | 0.10% | −5,907−46.5% | Reduced |
| Adirondack Trust Co | 6,801 | $283.0K | 0.16% | +706+11.6% | Added |
| Wellington Shields Capital Management, LLC | 6,825 | $284.0K | 0.07% | −45,007−86.8% | Reduced |
| Integrated Investment Consultants, LLC | 6,823 | $284.0K | 0.11% | +947+16.1% | Added |
| Graypoint LLC | 6,847 | $285.0K | 0.04% | −407−5.6% | Reduced |
| Capital Investment Advisory Services, LLC | 6,866 | $286.0K | 0.04% | +1,397+25.5% | Added |
| Fusion Capital, LLC | 6,885 | $287.0K | 0.19% | −1,535−18.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,910 | $288.0K | 0.03% | −520−7.0% | Reduced |
| Hexagon Capital Partners LLC | 6,969 | $290.0K | 0.09% | +3,441+97.5% | Added |
| Merit Financial Group, LLC | 6,994 | $291.0K | 0.01% | −11,437−62.1% | Reduced |
| Foster & Motley Inc | 6,988 | $291.0K | 0.03% | −1,380−16.5% | Reduced |
| Insight Advisors, LLC | 6,982 | $291.0K | 0.11% | +12+0.2% | Added |
| Violich Capital Management, Inc. | 6,980 | $291.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,013 | $292.0K | 0.04% | +339+5.1% | Added |
| Trust Co of Vermont | 7,005 | $292.0K | 0.02% | +810+13.1% | Added |
| TrinityPoint Wealth, LLC | 7,031 | $293.0K | 0.07% | −1,866−21.0% | Reduced |
| Bank of Nova Scotia Trust Co | 7,048 | $293.0K | 0.03% | −451−6.0% | Reduced |
| CWA Asset Management Group, LLC | 7,037 | $293.0K | 0.03% | +2,411+52.1% | Added |
| Nwam LLC | 7,046 | $294.0K | 0.03% | −3,018−30.0% | Reduced |
| AXS Investments LLC | 7,063 | $294.0K | 0.11% | +7,063 | New |
| Wall Street Access Asset Management, LLC | 7,119 | $296.0K | 0.21% | −84−1.2% | Reduced |
| Heritage Wealth Advisors | 8,234 | $298.2K | 0.02% | +8,234 | New |
| Vanguard Capital Wealth Advisors | 7,157 | $299.0K | 0.36% | −12−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,509 | $299.0K | 0.01% | +1,252+23.8% | Added |
| Bowling Portfolio Management LLC | 7,234 | $301.0K | 0.08% | −851−10.5% | Reduced |
| Xcel Wealth Management, LLC | 7,248 | $302.0K | 0.11% | −354−4.7% | Reduced |
| Wedmont Private Capital | 7,331 | $305.0K | 0.06% | −847−10.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,293 | $305.0K | 0.02% | +1,543+26.8% | Added |
| QVR LLC | 7,324 | $305.0K | 0.28% | +4,873+198.8% | Added |
| Glen Eagle Advisors, LLC | 7,332 | $305.5K | 0.09% | −118−1.6% | Reduced |
| Change Path, LLC | 7,350 | $306.0K | 0.02% | +462+6.7% | Added |
| Evercore Wealth Management, LLC | 7,414 | $309.0K | 0.01% | −2,300−23.7% | Reduced |
| Exencial Wealth Advisors, LLC | 7,427 | $309.0K | 0.02% | +1,869+33.6% | Added |
| Fisher Asset Management, LLC | 7,434 | $310.0K | 0.00% | −2,080−21.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,450 | $310.0K | 0.26% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,444 | $310.0K | 0.22% | +75+1.0% | Added |
| Csenge Advisory Group | 7,452 | $311.0K | 0.03% | +1,301+21.2% | Added |
| Jeppson Wealth Management, LLC | 7,492 | $312.0K | 0.14% | +132+1.8% | Added |
| Investmark Advisory Group LLC | 7,528 | $313.0K | 0.28% | +329+4.6% | Added |
| Independence Bank of Kentucky | 7,603 | $317.0K | 0.16% | −1,195−13.6% | Reduced |
| AdvisorNet Financial, Inc | 7,619 | $317.0K | 0.03% | +91+1.2% | Added |
| IFG Advisory, LLC | 7,627 | $317.0K | 0.03% | +7,627 | New |
| Prime Capital Investment Advisors, LLC | 7,654 | $319.0K | 0.02% | +313+4.3% | Added |
| Brighton Jones LLC | 7,667 | $319.0K | 0.02% | +1,599+26.4% | Added |
| Geneos Wealth Management Inc. | 7,748 | $322.0K | 0.02% | −3,889−33.4% | Reduced |
| Delta Asset Management LLC | 7,782 | $324.0K | 0.04% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 7,821 | $326.0K | 0.09% | +1,801+29.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,850 | $327.1K | 0.55% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,860 | $328.0K | 0.08% | −70−0.9% | Reduced |
| Janney Capital Management LLC | 7,888 | $329.0K | 0.03% | +1,768+28.9% | Added |
| Samalin Investment Counsel, LLC | 7,935 | $331.0K | 0.24% | −717−8.3% | Reduced |
| Elmwood Wealth Management, Inc. | 7,950 | $331.0K | 0.17% | +1,190+17.6% | Added |
| Boston Common Asset Management, LLC | 7,995 | $333.0K | 0.02% | +30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 8,000 | $333.0K | 0.06% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 7,999 | $333.0K | 0.09% | +7,999 | New |
| Clearstead Advisors, LLC | 8,024 | $334.0K | 0.03% | +916+12.9% | Added |
| CVA Family Office, LLC | 8,019 | $334.0K | 0.09% | +5,515+220.2% | Added |
| Israel Discount Bank of New York | 8,029 | $335.0K | 0.28% | +157+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,042 | $335.0K | 0.06% | +214+2.7% | Added |
| Court Place Advisors, LLC | 8,053 | $336.0K | 0.14% | −338−4.0% | Reduced |
| Kovack Advisors, Inc. | 8,066 | $336.0K | 0.05% | +58+0.7% | Added |
| LFA - Lugano Financial Advisors SA | 8,096 | $337.0K | 0.26% | +3,798+88.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 8,100 | $338.0K | 0.17% | −900−10.0% | Reduced |
| Dynamic Advisor Solutions LLC | 8,114 | $338.0K | 0.03% | +277+3.5% | Added |
| Triumph Capital Management | 8,168 | $340.0K | 0.19% | +834+11.4% | Added |
| Accurate Wealth Management, LLC | 5,704 | $341.0K | 0.14% | +5,704 | New |
| Canandaigua National Corp | 8,205 | $342.0K | 0.06% | +116+1.4% | Added |
| Alps Advisors Inc | 8,200 | $342.0K | 0.00% | +8,200 | New |
| Richwood Investment Advisors, LLC | 8,230 | $343.0K | 0.38% | +50+0.6% | Added |