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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 11,369 | $474.0K | 0.02% | +1,658+17.1% | Added |
| Investors Asset Management of Georgia Inc | 11,387 | $475.0K | 0.24% | +1,225+12.1% | Added |
| Hollencrest Capital Management | 11,528 | $480.0K | 0.06% | −849−6.9% | Reduced |
| North Star Investment Management Corp. | 11,562 | $482.0K | 0.05% | −278−2.3% | Reduced |
| Venture Visionary Partners LLC | 11,623 | $484.0K | 0.04% | +2,166+22.9% | Added |
| Keeley-Teton Advisors, LLC | 11,675 | $486.0K | 0.07% | −558−4.6% | Reduced |
| Boston Financial Mangement LLC | 11,724 | $489.0K | 0.02% | +11,724 | New |
| IHT Wealth Management, LLC | 11,752 | $490.0K | 0.04% | +6,337+117.0% | Added |
| Cooper Financial Group | 11,789 | $491.0K | 0.18% | +2,015+20.6% | Added |
| Annandale Capital, LLC | 11,807 | $492.0K | 0.18% | −2,400−16.9% | Reduced |
| Steel Peak Wealth Management LLC | 11,797 | $492.0K | 0.04% | +70+0.6% | Added |
| Gleason Group, Inc. | 11,801 | $492.0K | 0.17% | +337+2.9% | Added |
| Buckingham Strategic Wealth, LLC | 11,830 | $493.0K | 0.01% | +137+1.2% | Added |
| Echo Street Capital Management LLC | 11,883 | $495.0K | 0.00% | +967+8.9% | Added |
| Circle Wealth Management, LLC | 11,897 | $496.0K | 0.08% | −189−1.6% | Reduced |
| First PREMIER Bank | 11,920 | $496.0K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,911 | $499.0K | 0.04% | +588+5.7% | Added |
| Van Leeuwen & Company, LLC | 11,990 | $500.0K | 0.40% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,030 | $501.0K | 0.04% | +910+8.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,046 | $502.0K | 0.02% | +62+0.5% | Added |
| Rothschild Investment Corp | 12,148 | $506.0K | 0.05% | +650+5.7% | Added |
| Greenfield Savings Bank | 12,162 | $507.0K | 0.37% | −300−2.4% | Reduced |
| First National Bank of Omaha | 12,191 | $508.0K | 0.03% | +5,430+80.3% | Added |
| Sequoia Financial Advisors, LLC | 12,217 | $509.0K | 0.02% | −1,875−13.3% | Reduced |
| CFO4Life Group, LLC | 12,234 | $510.0K | 0.14% | −857−6.5% | Reduced |
| Altman Advisors, Inc. | 12,241 | $510.0K | 0.32% | +12,241 | New |
| RFG Advisory, LLC | 11,077 | $511.0K | 0.03% | −4,452−28.7% | Reduced |
| ICA Group Wealth Management, LLC | 12,294 | $512.0K | 0.11% | +255+2.1% | Added |
| Certified Advisory Corp | 12,315 | $513.0K | 0.12% | +191+1.6% | Added |
| Capital Square, LLC | 12,356 | $514.0K | 0.47% | +425+3.6% | Added |
| SevenBridge Financial Group, LLC | 12,462 | $519.0K | 0.18% | −200−1.6% | Reduced |
| Versor Investments LP | 12,500 | $521.0K | 0.03% | +12,500 | New |
| Tobam | 12,527 | $522.0K | 0.04% | −2,052−14.1% | Reduced |
| Lindbrook Capital, LLC | 12,540 | $523.0K | 0.09% | −2,139−14.6% | Reduced |
| Algert Global LLC | 12,606 | $525.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 12,772 | $532.0K | 0.02% | −174−1.3% | Reduced |
| Bard Financial Services, Inc. | 12,845 | $535.0K | 0.05% | +470+3.8% | Added |
| Guyasuta Investment Advisors Inc | 12,845 | $535.0K | 0.05% | +6,000+87.7% | Added |
| EP Wealth Advisors, LLC | 12,890 | $537.0K | 0.01% | +3,366+35.3% | Added |
| Cito Capital Group, LLC | 13,000 | $542.0K | 0.31% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,996 | $542.0K | 0.30% | +1,030+8.6% | Added |
| Appleton Partners Inc | 13,020 | $543.0K | 0.05% | −2,758−17.5% | Reduced |
| Wealth Alliance | 13,049 | $544.0K | 0.11% | +135+1.0% | Added |
| Commerzbank Aktiengesellschaft | 13,063 | $544.0K | 0.04% | +13,063 | New |
| Tempus Wealth Planning, LLC | 13,074 | $545.0K | 0.36% | +1,211+10.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,091 | $546.0K | 0.21% | +764+6.2% | Added |
| Sentry Investment Management LLC | 13,150 | $548.0K | 0.26% | −480−3.5% | Reduced |
| Barry Investment Advisors, LLC | 13,169 | $549.0K | 0.19% | +1,671+14.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,455 | $551.0K | 0.26% | −150−1.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 13,250 | $552.0K | 0.36% | −600−4.3% | Reduced |
| Mount Vernon Associates Inc | 13,350 | $556.0K | 0.72% | −1,900−12.5% | Reduced |
| Privium Fund Management B.V. | 13,102 | $556.0K | 0.21% | −1,539−10.5% | Reduced |
| Peddock Capital Advisors, LLC | 13,394 | $558.0K | 0.23% | 00.0% | Unchanged |
| Montecito Bank & Trust | 13,415 | $559.0K | 0.15% | +501+3.9% | Added |
| Western Wealth Management, LLC | 13,505 | $559.0K | 0.03% | +2,084+18.2% | Added |
| Phoenix Holdings Ltd. | 13,142 | $562.0K | 0.01% | −9,960−43.1% | Reduced |
| XML Financial, LLC | 13,483 | $562.0K | 0.08% | +13,483 | New |
| Arnhold LLC | 13,500 | $563.0K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 13,545 | $564.4K | 0.24% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 13,699 | $571.0K | 0.33% | +13,699 | New |
| J.W. Cole Advisors, Inc. | 13,805 | $575.0K | 0.05% | −1,109−7.4% | Reduced |
| Intrust Bank NA | 13,801 | $575.0K | 0.09% | −320−2.3% | Reduced |
| Intellectus Partners, LLC | 13,825 | $576.0K | 0.20% | +250+1.8% | Added |
| Field & Main Bank | 13,860 | $577.0K | 0.39% | −217−1.5% | Reduced |
| Central Trust Co | 13,874 | $578.0K | 0.02% | −1,450−9.5% | Reduced |
| Symmetry Partners, LLC | 13,892 | $579.0K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 13,916 | $580.0K | 0.19% | +684+5.2% | Added |
| Schnieders Capital Management LLC | 13,965 | $582.0K | 0.15% | −5,700−29.0% | Reduced |
| Round Hill Asset Management | 13,968 | $582.0K | 0.40% | +4,146+42.2% | Added |
| Essex Investment Management Co LLC | 13,973 | $582.0K | 0.09% | +13,973 | New |
| Cape Ann Savings Bank | 13,987 | $582.8K | 0.47% | +523+3.9% | Added |
| Washington Trust Bank | 14,009 | $584.0K | 0.07% | +170+1.2% | Added |
| Private Trust Co NA | 14,035 | $585.0K | 0.10% | +1,452+11.5% | Added |
| Gryphon Financial Partners LLC | 14,090 | $588.0K | 0.15% | −652−4.4% | Reduced |
| Anchor Investment Management, LLC | 14,170 | $590.5K | 0.09% | +2,969+26.5% | Added |
| Checchi Capital Advisers, LLC | 14,218 | $592.0K | 0.06% | −3,701−20.7% | Reduced |
| Clarius Group, LLC | 14,212 | $592.0K | 0.06% | +1,720+13.8% | Added |
| Keybank National Association | 14,220 | $593.0K | 0.00% | −318−2.2% | Reduced |
| Wakefield Asset Management LLLP | 14,355 | $598.0K | 0.27% | +1,354+10.4% | Added |
| Rehmann Capital Advisory Group | 14,442 | $601.8K | 0.07% | +5,034+53.5% | Added |
| Eudaimonia Partners, LLC | 14,483 | $604.0K | 0.16% | −731−4.8% | Reduced |
| Shapiro Capital Management LLC | 14,520 | $605.0K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,610 | $609.0K | 0.10% | +612+4.4% | Added |
| Twelve Points Wealth Management LLC | 14,685 | $612.0K | 0.48% | +549+3.9% | Added |
| Johnson Financial Group, Inc. | 13,393 | $614.0K | 0.06% | −4,916−26.9% | Reduced |
| River Wealth Advisors LLC | 14,846 | $619.0K | 0.13% | −1,200−7.5% | Reduced |
| Shufro Rose & Co LLC | 14,914 | $621.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 14,937 | $622.0K | 0.04% | +10,300+222.1% | Added |
| Engineers Gate Manager LP | 14,986 | $624.0K | 0.04% | −21,797−59.3% | Reduced |
| CM Management, LLC | 15,000 | $625.0K | 0.70% | −10,000−40.0% | Reduced |
| Cidel Asset Management Inc | 15,000 | $625.0K | 0.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,030 | $626.0K | 0.24% | −6,195−29.2% | Reduced |
| Osborne Partners Capital Management, LLC | 15,011 | $626.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,131 | $631.0K | 0.05% | +49+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 15,195 | $633.0K | 0.03% | +4,934+48.1% | Added |
| DCM Advisors, LLC | 15,205 | $633.6K | 0.32% | −1,223−7.4% | Reduced |
| White Pine Capital LLC | 15,247 | $635.0K | 0.26% | −1,125−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 15,365 | $640.0K | 0.03% | −1,943−11.2% | Reduced |
| Manchester Capital Management LLC | 15,379 | $641.0K | 0.11% | −4,440−22.4% | Reduced |
| Sweet Financial Partners, LLC | 15,448 | $644.0K | 0.21% | −295−1.9% | Reduced |