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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 7,522 | $346.0K | 0.13% | +436+6.2% | Added |
| Summit Financial, LLC | 8,302 | $345.9K | 0.03% | +562+7.3% | Added |
| Richwood Investment Advisors, LLC | 8,230 | $343.0K | 0.38% | +50+0.6% | Added |
| First Dallas Securities Inc. | 8,232 | $343.0K | 0.24% | +1,403+20.5% | Added |
| 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 |
| Accurate Wealth Management, LLC | 5,704 | $341.0K | 0.14% | +5,704 | New |
| Triumph Capital Management | 8,168 | $340.0K | 0.19% | +834+11.4% | 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 |
| LFA - Lugano Financial Advisors SA | 8,096 | $337.0K | 0.26% | +3,798+88.4% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Janney Capital Management LLC | 7,888 | $329.0K | 0.03% | +1,768+28.9% | Added |
| BSW Wealth Partners | 7,860 | $328.0K | 0.08% | −70−0.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,850 | $327.1K | 0.55% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 7,821 | $326.0K | 0.09% | +1,801+29.9% | Added |
| Delta Asset Management LLC | 7,782 | $324.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,748 | $322.0K | 0.02% | −3,889−33.4% | Reduced |
| 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 |
| 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 |
| Investmark Advisory Group LLC | 7,528 | $313.0K | 0.28% | +329+4.6% | Added |
| Jeppson Wealth Management, LLC | 7,492 | $312.0K | 0.14% | +132+1.8% | Added |
| Csenge Advisory Group | 7,452 | $311.0K | 0.03% | +1,301+21.2% | 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 |
| 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 |
| Change Path, LLC | 7,350 | $306.0K | 0.02% | +462+6.7% | Added |
| Glen Eagle Advisors, LLC | 7,332 | $305.5K | 0.09% | −118−1.6% | 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 |
| Xcel Wealth Management, LLC | 7,248 | $302.0K | 0.11% | −354−4.7% | Reduced |
| Bowling Portfolio Management LLC | 7,234 | $301.0K | 0.08% | −851−10.5% | Reduced |
| 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 |
| Heritage Wealth Advisors | 8,234 | $298.2K | 0.02% | +8,234 | New |
| Wall Street Access Asset Management, LLC | 7,119 | $296.0K | 0.21% | −84−1.2% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Hexagon Capital Partners LLC | 6,969 | $290.0K | 0.09% | +3,441+97.5% | Added |
| Fukoku Mutual Life Insurance Co | 6,910 | $288.0K | 0.03% | −520−7.0% | Reduced |
| Fusion Capital, LLC | 6,885 | $287.0K | 0.19% | −1,535−18.2% | Reduced |
| Capital Investment Advisory Services, LLC | 6,866 | $286.0K | 0.04% | +1,397+25.5% | Added |
| Graypoint LLC | 6,847 | $285.0K | 0.04% | −407−5.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Successful Portfolios LLC | 6,715 | $280.0K | 0.20% | +1,975+41.7% | 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 |
| 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 |
| 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 |
| Truepoint, Inc. | 6,613 | $276.0K | 0.01% | +6,613 | New |
| MSH Capital Advisors LLC | 6,612 | $275.5K | 0.14% | +30.0% | 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 |
| Associated Banc-Corp | 6,548 | $273.0K | 0.01% | +115+1.8% | Added |
| Financial Counselors Inc | 6,508 | $271.0K | 0.01% | +1,244+23.6% | Added |
| 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 |
| Cladis Investment Advisory, LLC | 6,456 | $269.0K | 0.29% | −150−2.3% | Reduced |
| Flputnam Investment Management Co | 6,467 | $269.0K | 0.01% | +30.0% | Added |
| 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 |
| WNY Asset Management, LLC | 6,450 | $267.0K | 0.10% | +6,450 | New |
| Stratos Wealth Advisors, LLC | 6,392 | $266.0K | 0.03% | −474−6.9% | Reduced |