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 |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 8,232 | $343.0K | 0.24% | +1,403+20.5% | Added |
| Summit Financial, LLC | 8,302 | $345.9K | 0.03% | +562+7.3% | Added |
| Waterfront Wealth Inc. | 7,522 | $346.0K | 0.13% | +436+6.2% | Added |
| Hancock Whitney Corp | 8,332 | $347.0K | 0.01% | −767−8.4% | Reduced |
| RMB Capital Management, LLC | 8,369 | $349.0K | 0.01% | −21−0.3% | Reduced |
| Boltwood Capital Management | 8,373 | $349.0K | 0.16% | +765+10.1% | Added |
| EPG Wealth Management LLC | 8,427 | $351.0K | 0.14% | +452+5.7% | Added |
| Adell Harriman & Carpenter Inc | 8,449 | $352.1K | 0.04% | +675+8.7% | Added |
| Running Point Capital Advisors, LLC | 8,477 | $353.0K | 0.23% | −22−0.3% | Reduced |
| Vicus Capital | 8,529 | $355.0K | 0.04% | −242−2.8% | Reduced |
| Valley Brook Capital Group | 8,543 | $355.0K | 0.39% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,591 | $358.0K | 0.01% | −1,542−15.2% | Reduced |
| Parkside Financial Bank & Trust | 8,584 | $358.0K | 0.11% | +24+0.3% | Added |
| Ascent Group, LLC | 7,834 | $359.0K | 0.04% | −3,140−28.6% | Reduced |
| Solitude Financial Services | 8,618 | $359.0K | 0.26% | +1,425+19.8% | Added |
| Keebeck Alpha, LP | 8,636 | $360.0K | 0.19% | −1,929−18.3% | Reduced |
| Fortem Financial Group, LLC | 8,706 | $363.0K | 0.25% | +8,706 | New |
| World Equity Group, Inc. | 8,741 | $364.2K | 0.09% | +86+1.0% | Added |
| Vise Technologies, Inc. | 8,764 | $365.0K | 0.14% | +1,042+13.5% | Added |
| Arvest Trust Co N A | 8,753 | $365.0K | 0.03% | +8,753 | New |
| Dorchester Wealth Management Co | 8,840 | $368.0K | 0.08% | −1,500−14.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,872 | $370.0K | 0.14% | +100+1.1% | Added |
| Fulcrum Capital LLC | 8,914 | $371.0K | 0.11% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,941 | $373.0K | 0.40% | +660+8.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,971 | $374.0K | 0.13% | −59−0.7% | Reduced |
| Elkhorn Partners Limited Partnership | 9,000 | $375.0K | 0.27% | +50+0.6% | Added |
| Gamble Jones Investment Counsel | 9,010 | $375.0K | 0.03% | +4,000+79.8% | Added |
| Next Level Private LLC | 8,657 | $380.0K | 0.33% | +8,657 | New |
| First National Bank | 9,144 | $381.0K | 0.35% | +175+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 9,164 | $382.0K | 0.05% | +422+4.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,216 | $384.0K | 0.23% | −346−3.6% | Reduced |
| Waldron Private Wealth LLC | 9,252 | $385.0K | 0.02% | −1,531−14.2% | Reduced |
| Alterna Wealth Management, Inc | 9,282 | $387.0K | 0.46% | −1,800−16.2% | Reduced |
| Johnson Investment Counsel Inc | 9,327 | $389.0K | 0.01% | +1,180+14.5% | Added |
| Parallel Advisors, LLC | 9,348 | $390.0K | 0.02% | −1,615−14.7% | Reduced |
| HighTower Trust Services, LTA | 9,351 | $390.0K | 0.04% | +9,351 | New |
| Johnson & White Wealth Management, LLC | 9,367 | $390.0K | 0.44% | +9,367 | New |
| Powell Investment Advisors, LLC | 9,386 | $391.0K | 0.26% | +3,409+57.0% | Added |
| Equitable Trust Co | 9,388 | $392.0K | 0.03% | +1,432+18.0% | Added |
| Silverlake Wealth Management LLC | 9,414 | $392.3K | 0.27% | +92+1.0% | Added |
| Sargent Investment Group, LLC | 9,119 | $393.0K | 0.12% | −1,225−11.8% | Reduced |
| Northwest Bancshares, Inc. | 9,440 | $393.0K | 0.09% | +792+9.2% | Added |
| Baxter Bros Inc | 9,440 | $393.0K | 0.07% | +952+11.2% | Added |
| Founders Financial Alliance, LLC | 9,549 | $398.0K | 0.20% | +949+11.0% | Added |
| Widmann Financial Services, Inc. | 9,563 | $398.5K | 0.44% | +4,283+81.1% | Added |
| Focus Financial Network, Inc. | 9,572 | $398.9K | 0.03% | −103−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,568 | $399.0K | 0.25% | +1,505+18.7% | Added |
| Wipfli Financial Advisors LLC, | 9,604 | $400.0K | 0.03% | +9,604 | New |
| Aft, Forsyth & Company, Inc. | 9,621 | $401.0K | 0.36% | −315−3.2% | Reduced |
| Anchor Capital Advisors LLC | 9,635 | $401.0K | 0.01% | −145−1.5% | Reduced |
| CMG Global Holdings, LLC | 9,640 | $402.0K | 0.43% | −857−8.2% | Reduced |
| Twin Focus Capital Partners, LLC | 9,712 | $405.0K | 0.10% | −393−3.9% | Reduced |
| Bryn Mawr Trust Co | 9,728 | $405.0K | 0.02% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 9,743 | $406.0K | 0.10% | −444−4.4% | Reduced |
| Cornerstone Wealth Management, LLC | 9,740 | $406.0K | 0.05% | +26+0.3% | Added |
| DMG Group, LLC | 9,539 | $406.0K | 0.49% | +1,395+17.1% | Added |
| AlphaCore Capital LLC | 9,787 | $408.0K | 0.19% | +2,164+28.4% | Added |
| InterOcean Capital Group, LLC | 9,863 | $411.0K | 0.02% | +500+5.3% | Added |
| First City Capital Management, Inc. | 9,946 | $414.0K | 0.27% | +2,245+29.2% | Added |
| 9258 Wealth Management, LLC | 9,977 | $416.0K | 0.11% | +266+2.7% | Added |
| Southport Management, L.L.C. | 10,000 | $416.7K | 2.03% | +10,000 | New |
| Steinberg Asset Management LLC | 10,001 | $417.0K | 0.44% | −9,992−50.0% | Reduced |
| Herold Advisors, Inc. | 10,020 | $417.0K | 0.20% | +355+3.7% | Added |
| Personal Cfo Solutions, LLC | 10,020 | $418.0K | 0.10% | +420+4.4% | Added |
| Retirement Planning Co of New England, Inc. | 10,035 | $418.0K | 0.30% | +955+10.5% | Added |
| Perritt Capital Management Inc | 10,033 | $418.0K | 0.27% | +1,050+11.7% | Added |
| Orion Capital Management LLC | 10,060 | $419.0K | 0.34% | −400−3.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 10,166 | $423.6K | 0.25% | −1,350−11.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 10,188 | $424.0K | 0.34% | −283−2.7% | Reduced |
| Signature Wealth Management Partners, LLC | 10,172 | $424.0K | 0.47% | +63+0.6% | Added |
| Asset Dedication, LLC | 10,134 | $425.0K | 0.05% | +10,134 | New |
| Cullinan Associates Inc | 10,230 | $426.0K | 0.03% | −3,696−26.5% | Reduced |
| CAPROCK Group, Inc. | 10,250 | $427.0K | 0.04% | +4,921+92.3% | Added |
| Allworth Financial LP | 10,284 | $429.0K | 0.01% | +1,304+14.5% | Added |
| Fort Sheridan Advisors LLC | 10,368 | $432.0K | 0.15% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,382 | $433.0K | 0.05% | −1,467−12.4% | Reduced |
| Summit Trail Advisors, LLC | 10,405 | $434.0K | 0.02% | −4,044−28.0% | Reduced |
| Cumberland Advisors Inc | 10,420 | $434.0K | 0.17% | −10.0% | Reduced |
| Quadrant Capital Group LLC | 10,406 | $434.0K | 0.06% | +1,113+12.0% | Added |
| Zions Bancorporation, N.A. | 10,423 | $434.0K | 0.05% | +3,304+46.4% | Added |
| Stonegate Investment Group, LLC | 10,443 | $435.0K | 0.02% | −278,541−96.4% | Reduced |
| Thomas White International Ltd | 10,498 | $437.0K | 0.10% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 10,500 | $438.0K | 0.72% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,570 | $440.0K | 0.07% | +993+10.4% | Added |
| Evergreen Capital Management LLC | 10,556 | $440.0K | 0.02% | +3,496+49.5% | Added |
| Knightsbridge Asset Management, LLC | 10,576 | $441.0K | 0.09% | −189−1.8% | Reduced |
| Camelot Portfolios, LLC | 10,683 | $445.0K | 0.42% | −3,550−24.9% | Reduced |
| Ironwood Investment Management LLC | 10,669 | $445.0K | 0.31% | +929+9.5% | Added |
| RMR Wealth Builders | 10,714 | $446.0K | 0.11% | +170+1.6% | Added |
| Perpetual Investment Management Ltd | 10,749 | $448.0K | 0.07% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 10,739 | $448.0K | 0.08% | +109+1.0% | Added |
| Tower Bridge Advisors | 10,754 | $448.1K | 0.04% | −2,068−16.1% | Reduced |
| DSC Advisors, L.P. | 10,804 | $450.0K | 0.48% | +5,134+90.5% | Added |
| Mechanics Financial Corp | 10,824 | $451.0K | 0.29% | +60+0.6% | Added |
| Spire Wealth Management | 10,945 | $456.0K | 0.03% | −2,309−17.4% | Reduced |
| Independent Financial Group, LLC | 11,132 | $463.9K | 0.04% | −49−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 11,133 | $464.0K | 0.01% | +283+2.6% | Added |
| Great Valley Advisor Group, Inc. | 11,157 | $465.0K | 0.03% | +408+3.8% | Added |
| Investors Research Corp | 11,241 | $468.0K | 0.14% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,354 | $473.0K | 0.13% | −35−0.3% | Reduced |