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 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,065 | $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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 11,528 | $480.0K | 0.06% | −849−6.9% | Reduced |
| Investors Asset Management of Georgia Inc | 11,387 | $475.0K | 0.24% | +1,225+12.1% | Added |
| Mutual Advisors, LLC | 11,369 | $474.0K | 0.02% | +1,658+17.1% | Added |
| GYL Financial Synergies, LLC | 11,354 | $473.0K | 0.13% | −35−0.3% | Reduced |
| Investors Research Corp | 11,241 | $468.0K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,157 | $465.0K | 0.03% | +408+3.8% | Added |
| Tocqueville Asset Management L.P. | 11,133 | $464.0K | 0.01% | +283+2.6% | Added |
| Independent Financial Group, LLC | 11,132 | $463.9K | 0.04% | −49−0.4% | Reduced |
| Spire Wealth Management | 10,945 | $456.0K | 0.03% | −2,309−17.4% | Reduced |
| Mechanics Financial Corp | 10,824 | $451.0K | 0.29% | +60+0.6% | Added |
| DSC Advisors, L.P. | 10,804 | $450.0K | 0.48% | +5,134+90.5% | Added |
| Tower Bridge Advisors | 10,754 | $448.1K | 0.04% | −2,068−16.1% | Reduced |
| 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 |
| RMR Wealth Builders | 10,714 | $446.0K | 0.11% | +170+1.6% | Added |
| 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 |
| Knightsbridge Asset Management, LLC | 10,576 | $441.0K | 0.09% | −189−1.8% | Reduced |
| 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 |
| Telemetry Investments, L.L.C. | 10,500 | $438.0K | 0.72% | 00.0% | Unchanged |
| Thomas White International Ltd | 10,498 | $437.0K | 0.10% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 10,443 | $435.0K | 0.02% | −278,541−96.4% | 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 |
| Dorsey & Whitney Trust CO LLC | 10,382 | $433.0K | 0.05% | −1,467−12.4% | Reduced |
| Fort Sheridan Advisors LLC | 10,368 | $432.0K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 10,284 | $429.0K | 0.01% | +1,304+14.5% | Added |
| CAPROCK Group, Inc. | 10,250 | $427.0K | 0.04% | +4,921+92.3% | Added |
| Cullinan Associates Inc | 10,230 | $426.0K | 0.03% | −3,696−26.5% | Reduced |
| Asset Dedication, LLC | 10,134 | $425.0K | 0.05% | +10,134 | New |
| 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 |
| Brown, Lisle/Cummings, Inc. | 10,166 | $423.6K | 0.25% | −1,350−11.7% | Reduced |
| Orion Capital Management LLC | 10,060 | $419.0K | 0.34% | −400−3.8% | Reduced |
| 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 |
| 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 |
| Southport Management, L.L.C. | 10,000 | $416.7K | 2.03% | +10,000 | New |
| 9258 Wealth Management, LLC | 9,977 | $416.0K | 0.11% | +266+2.7% | Added |
| First City Capital Management, Inc. | 9,946 | $414.0K | 0.27% | +2,245+29.2% | Added |
| InterOcean Capital Group, LLC | 9,863 | $411.0K | 0.02% | +500+5.3% | Added |
| AlphaCore Capital LLC | 9,787 | $408.0K | 0.19% | +2,164+28.4% | Added |
| 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 |
| 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 |
| CMG Global Holdings, LLC | 9,640 | $402.0K | 0.43% | −857−8.2% | Reduced |
| 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 |
| Wipfli Financial Advisors LLC, | 9,604 | $400.0K | 0.03% | +9,604 | New |
| Total Clarity Wealth Management, Inc. | 9,568 | $399.0K | 0.25% | +1,505+18.7% | Added |
| Focus Financial Network, Inc. | 9,572 | $398.9K | 0.03% | −103−1.1% | Reduced |
| Widmann Financial Services, Inc. | 9,563 | $398.5K | 0.44% | +4,283+81.1% | Added |
| Founders Financial Alliance, LLC | 9,549 | $398.0K | 0.20% | +949+11.0% | 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 |
| Silverlake Wealth Management LLC | 9,414 | $392.3K | 0.27% | +92+1.0% | Added |
| Equitable Trust Co | 9,388 | $392.0K | 0.03% | +1,432+18.0% | Added |
| Powell Investment Advisors, LLC | 9,386 | $391.0K | 0.26% | +3,409+57.0% | 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 |
| Johnson Investment Counsel Inc | 9,327 | $389.0K | 0.01% | +1,180+14.5% | Added |
| Alterna Wealth Management, Inc | 9,282 | $387.0K | 0.46% | −1,800−16.2% | Reduced |
| Waldron Private Wealth LLC | 9,252 | $385.0K | 0.02% | −1,531−14.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 9,216 | $384.0K | 0.23% | −346−3.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,164 | $382.0K | 0.05% | +422+4.8% | Added |
| First National Bank | 9,144 | $381.0K | 0.35% | +175+2.0% | Added |
| Next Level Private LLC | 8,657 | $380.0K | 0.33% | +8,657 | New |
| 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 |
| First National Bank of Mount Dora, Trust Investment Services | 8,971 | $374.0K | 0.13% | −59−0.7% | Reduced |
| Wealth Quarterback LLC | 8,941 | $373.0K | 0.40% | +660+8.0% | Added |
| Fulcrum Capital LLC | 8,914 | $371.0K | 0.11% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,872 | $370.0K | 0.14% | +100+1.1% | Added |
| Dorchester Wealth Management Co | 8,840 | $368.0K | 0.08% | −1,500−14.5% | Reduced |
| 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 |
| World Equity Group, Inc. | 8,741 | $364.2K | 0.09% | +86+1.0% | Added |
| Fortem Financial Group, LLC | 8,706 | $363.0K | 0.25% | +8,706 | New |
| Keebeck Alpha, LP | 8,636 | $360.0K | 0.19% | −1,929−18.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Running Point Capital Advisors, LLC | 8,477 | $353.0K | 0.23% | −22−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 8,449 | $352.1K | 0.04% | +675+8.7% | Added |
| EPG Wealth Management LLC | 8,427 | $351.0K | 0.14% | +452+5.7% | Added |
| 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 |
| Hancock Whitney Corp | 8,332 | $347.0K | 0.01% | −767−8.4% | Reduced |