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
- −29 vs. Q2 2022
- Shares held
- 1.40B
- +2.44M (+0.2%) vs. Q2 2022
- Total value
- $58.4B
- −$5.88B (−9.1%) vs. Q2 2022
- New holders
- 112
- 677 more added
- Sold out
- 141
- 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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 15,709 | $654.0K | 0.07% | −4,209−21.1% | Reduced |
| Farmers & Merchants Investments Inc | 15,666 | $653.0K | 0.03% | −3,125−16.6% | Reduced |
| Highline Wealth Partners LLC | 15,660 | $652.6K | 0.53% | +15,660 | New |
| Sweet Financial Partners, LLC | 15,448 | $644.0K | 0.21% | −295−1.9% | Reduced |
| Manchester Capital Management LLC | 15,379 | $641.0K | 0.11% | −4,440−22.4% | Reduced |
| Orion Portfolio Solutions, LLC | 15,365 | $640.0K | 0.03% | −1,943−11.2% | Reduced |
| White Pine Capital LLC | 15,247 | $635.0K | 0.26% | −1,125−6.9% | Reduced |
| DCM Advisors, LLC | 15,205 | $633.6K | 0.32% | −1,223−7.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,195 | $633.0K | 0.03% | +4,934+48.1% | Added |
| Gladstone Institutional Advisory LLC | 15,131 | $631.0K | 0.05% | +49+0.3% | Added |
| 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 |
| 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 |
| Engineers Gate Manager LP | 14,986 | $624.0K | 0.04% | −21,797−59.3% | Reduced |
| Buckingham Strategic Partners | 14,937 | $622.0K | 0.04% | +10,300+222.1% | Added |
| Shufro Rose & Co LLC | 14,914 | $621.0K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,846 | $619.0K | 0.13% | −1,200−7.5% | Reduced |
| Johnson Financial Group, Inc. | 13,393 | $614.0K | 0.06% | −4,916−26.9% | Reduced |
| Twelve Points Wealth Management LLC | 14,685 | $612.0K | 0.48% | +549+3.9% | Added |
| Ausdal Financial Partners, Inc. | 14,610 | $609.0K | 0.10% | +612+4.4% | Added |
| Shapiro Capital Management LLC | 14,520 | $605.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 14,483 | $604.0K | 0.16% | −731−4.8% | Reduced |
| Rehmann Capital Advisory Group | 14,442 | $601.8K | 0.07% | +5,034+53.5% | Added |
| Wakefield Asset Management LLLP | 14,355 | $598.0K | 0.27% | +1,354+10.4% | Added |
| Keybank National Association | 14,220 | $593.0K | 0.00% | −318−2.2% | Reduced |
| 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 |
| Anchor Investment Management, LLC | 14,170 | $590.5K | 0.09% | +2,969+26.5% | Added |
| Gryphon Financial Partners LLC | 14,090 | $588.0K | 0.15% | −652−4.4% | Reduced |
| Private Trust Co NA | 14,035 | $585.0K | 0.10% | +1,452+11.5% | Added |
| Washington Trust Bank | 14,009 | $584.0K | 0.07% | +170+1.2% | Added |
| Cape Ann Savings Bank | 13,987 | $582.8K | 0.47% | +523+3.9% | 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 |
| One Wealth Advisors, LLC | 13,916 | $580.0K | 0.19% | +684+5.2% | Added |
| Symmetry Partners, LLC | 13,892 | $579.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 13,874 | $578.0K | 0.02% | −1,450−9.5% | Reduced |
| Field & Main Bank | 13,860 | $577.0K | 0.39% | −217−1.5% | Reduced |
| Intellectus Partners, LLC | 13,825 | $576.0K | 0.20% | +250+1.8% | Added |
| 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 |
| Crabel Capital Management, LLC | 13,699 | $571.0K | 0.33% | +13,699 | New |
| Archer Investment Corp | 13,545 | $564.4K | 0.24% | 00.0% | Unchanged |
| Arnhold LLC | 13,500 | $563.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Peddock Capital Advisors, LLC | 13,394 | $558.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Vantage Financial Partners Ltd., Inc. | 13,250 | $552.0K | 0.36% | −600−4.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,455 | $551.0K | 0.26% | −150−1.2% | Reduced |
| Barry Investment Advisors, LLC | 13,169 | $549.0K | 0.19% | +1,671+14.5% | Added |
| Sentry Investment Management LLC | 13,150 | $548.0K | 0.26% | −480−3.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,091 | $546.0K | 0.21% | +764+6.2% | Added |
| Tempus Wealth Planning, LLC | 13,074 | $545.0K | 0.36% | +1,211+10.2% | Added |
| Wealth Alliance | 13,049 | $544.0K | 0.11% | +135+1.0% | Added |
| Commerzbank Aktiengesellschaft | 13,063 | $544.0K | 0.04% | +13,063 | New |
| Appleton Partners Inc | 13,020 | $543.0K | 0.05% | −2,758−17.5% | Reduced |
| 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 |
| EP Wealth Advisors, LLC | 12,890 | $537.0K | 0.01% | +3,366+35.3% | Added |
| 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 |
| Resources Investment Advisors, LLC. | 12,772 | $532.0K | 0.02% | −174−1.3% | Reduced |
| Algert Global LLC | 12,606 | $525.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,540 | $523.0K | 0.09% | −2,139−14.6% | Reduced |
| Tobam | 12,527 | $522.0K | 0.04% | −2,052−14.1% | Reduced |
| Versor Investments LP | 12,500 | $521.0K | 0.03% | +12,500 | New |
| SevenBridge Financial Group, LLC | 12,462 | $519.0K | 0.18% | −200−1.6% | Reduced |
| Capital Square, LLC | 12,356 | $514.0K | 0.47% | +425+3.6% | Added |
| Certified Advisory Corp | 12,315 | $513.0K | 0.12% | +191+1.6% | Added |
| ICA Group Wealth Management, LLC | 12,294 | $512.0K | 0.11% | +255+2.1% | Added |
| RFG Advisory, LLC | 11,077 | $511.0K | 0.03% | −4,452−28.7% | 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 |
| Sequoia Financial Advisors, LLC | 12,217 | $509.0K | 0.02% | −1,875−13.3% | Reduced |
| First National Bank of Omaha | 12,191 | $508.0K | 0.03% | +5,430+80.3% | Added |
| Greenfield Savings Bank | 12,162 | $507.0K | 0.37% | −300−2.4% | Reduced |
| Rothschild Investment Corp | 12,148 | $506.0K | 0.05% | +650+5.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,046 | $502.0K | 0.02% | +62+0.5% | Added |
| Warren Averett Asset Management, LLC | 12,030 | $501.0K | 0.04% | +910+8.2% | Added |
| Van Leeuwen & Company, LLC | 11,990 | $500.0K | 0.40% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,911 | $499.0K | 0.04% | +588+5.7% | 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 |
| Echo Street Capital Management LLC | 11,883 | $495.0K | 0.00% | +967+8.9% | Added |
| Buckingham Strategic Wealth, LLC | 11,830 | $493.0K | 0.01% | +137+1.2% | 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 |
| Cooper Financial Group | 11,789 | $491.0K | 0.18% | +2,015+20.6% | Added |
| IHT Wealth Management, LLC | 11,752 | $490.0K | 0.04% | +6,337+117.0% | Added |
| Boston Financial Mangement LLC | 11,724 | $489.0K | 0.02% | +11,724 | New |
| Keeley-Teton Advisors, LLC | 11,675 | $486.0K | 0.07% | −558−4.6% | Reduced |
| Venture Visionary Partners LLC | 11,623 | $484.0K | 0.04% | +2,166+22.9% | Added |
| North Star Investment Management Corp. | 11,562 | $482.0K | 0.05% | −278−2.3% | Reduced |