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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 6,378 | $266.0K | 0.15% | −40−0.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,356 | $265.0K | 0.01% | −13,846−68.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,364 | $265.0K | 0.04% | −10−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,344 | $265.0K | 0.01% | +6,344 | New |
| Washington Trust Advisors, Inc. | 6,345 | $264.0K | 0.02% | −620−8.9% | Reduced |
| Altfest L J & Co Inc | 6,321 | $263.0K | 0.05% | +14+0.2% | Added |
| Keudell/Morrison Wealth Management | 6,314 | $263.0K | 0.10% | +40+0.6% | Added |
| Quent Capital, LLC | 6,311 | $263.0K | 0.05% | +675+12.0% | Added |
| HBK Sorce Advisory LLC | 6,299 | $262.0K | 0.02% | +1,812+40.4% | Added |
| Seelaus Asset Management LLC | 6,274 | $261.0K | 0.21% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,146 | $261.0K | 0.03% | +311+5.3% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,240 | $260.0K | 0.08% | +253+4.2% | Added |
| Continuum Advisory, LLC | 6,206 | $259.0K | 0.05% | +869+16.3% | Added |
| Harbour Investments, Inc. | 5,618 | $258.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6,160 | $257.0K | 0.10% | +4+0.1% | Added |
| Mather Group, LLC. | 6,146 | $256.0K | 0.01% | +185+3.1% | Added |
| Arkadios Wealth Advisors | 6,125 | $255.0K | 0.04% | +6,125 | New |
| Welch Group, LLC | 6,085 | $254.0K | 0.02% | −1,627−21.1% | Reduced |
| Proequities, Inc. | 6,084 | $254.0K | 0.02% | +39+0.6% | Added |
| Private Capital Management LLC | 6,080 | $253.0K | 0.09% | −58−0.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,076 | $253.0K | 0.01% | +6,076 | New |
| Shilanski & Associates, Inc. | 6,080 | $253.0K | 0.09% | +6,080 | New |
| Kore Private Wealth LLC | 6,012 | $251.0K | 0.05% | −375−5.9% | Reduced |
| Prentice Wealth Management LLC | 5,979 | $251.0K | 0.14% | +5,979 | New |
| Resurgent Financial Advisors LLC | 6,025 | $251.0K | 0.17% | +6,025 | New |
| Requisite Capital Management, LLC | 5,981 | $249.0K | 0.08% | +934+18.5% | Added |
| 180 Wealth Advisors, LLC | 5,957 | $248.0K | 0.07% | −311−5.0% | Reduced |
| Marathon Trading Investment Management LLC | 5,948 | $248.0K | 0.16% | +152+2.6% | Added |
| Modera Wealth Management, LLC | 5,926 | $247.0K | 0.01% | −907−13.3% | Reduced |
| Eidelman Virant Capital | 5,900 | $247.0K | 0.18% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,853 | $245.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,876 | $245.0K | 0.12% | +63+1.1% | Added |
| Sage Investment Advisers LLC | 5,880 | $245.0K | 0.39% | +727+14.1% | Added |
| Eagle Global Advisors LLC | 5,850 | $244.0K | 0.02% | −1,500−20.4% | Reduced |
| Calamos Wealth Management LLC | 5,858 | $244.0K | 0.02% | −626−9.7% | Reduced |
| X-Square Capital, LLC | 5,859 | $244.0K | 0.15% | +206+3.6% | Added |
| Safeguard Investment Advisory Group, LLC | 5,869 | $244.0K | 0.17% | +5,869 | New |
| DuPont Capital Management Corp | 5,797 | $242.0K | 0.01% | −730−11.2% | Reduced |
| Lewis Capital Management, LLC | 5,818 | $242.0K | 0.37% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 5,809 | $242.0K | 0.30% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,800 | $242.0K | 0.06% | +709+13.9% | Added |
| Gray Wealth Management Inc. | 5,793 | $241.0K | 0.15% | +633+12.3% | Added |
| Thrive Wealth Management, LLC | 5,734 | $239.0K | 0.08% | +5,734 | New |
| Grandview Asset Management LLC | 5,702 | $238.0K | 0.15% | −438−7.1% | Reduced |
| LVZ Advisors, Inc. | 5,657 | $236.0K | 0.04% | +255+4.7% | Added |
| Pointe Capital Management LLC | 5,557 | $232.0K | 0.19% | −1,183−17.6% | Reduced |
| DDD Partners, LLC | 5,533 | $231.0K | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,541 | $231.0K | 0.08% | +148+2.7% | Added |
| Kathmere Capital Management, LLC | 5,535 | $231.0K | 0.05% | +601+12.2% | Added |
| Main Street Financial Solutions, LLC | 5,528 | $230.0K | 0.04% | +46+0.8% | Added |
| NorthRock Partners, LLC | 5,502 | $229.0K | 0.03% | −869−13.6% | Reduced |
| Integrity Financial Corp | 5,483 | $228.0K | 0.24% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,472 | $228.0K | 0.04% | +221+4.2% | Added |
| Wesbanco Bank Inc | 5,425 | $227.0K | 0.02% | −1,747−24.4% | Reduced |
| Keel Point, LLC | 5,436 | $227.0K | 0.04% | −332−5.8% | Reduced |
| Family Legacy, Inc. | 5,445 | $227.0K | 0.11% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,436 | $227.0K | 0.17% | +468+9.4% | Added |
| NewEdge Wealth, LLC | 5,405 | $225.0K | 0.01% | −4,105−43.2% | Reduced |
| Ethic Inc. | 5,393 | $225.0K | 0.02% | −2,980−35.6% | Reduced |
| Davis R M Inc | 5,396 | $225.0K | 0.01% | +5,396 | New |
| Wealthsource Partners, LLC | 5,380 | $224.0K | 0.02% | +404+8.1% | Added |
| Quantbot Technologies LP | 5,397 | $224.0K | 0.02% | +5,397 | New |
| Round Rock Advisors, LLC | 4,815 | $223.0K | 0.10% | +4,815 | New |
| Bank of Hawaii | 5,323 | $222.0K | 0.02% | −7,242−57.6% | Reduced |
| Secure Asset Management, LLC | 5,335 | $222.0K | 0.12% | +720+15.6% | Added |
| Fiera Capital Corp | 5,332 | $222.0K | 0.00% | +5,332 | New |
| Marino, Stram & Associates LLC | 5,307 | $221.0K | 0.08% | −403−7.1% | Reduced |
| Griffin Asset Management, Inc. | 5,268 | $220.0K | 0.04% | −1,106−17.4% | Reduced |
| Stokes Family Office, LLC | 5,286 | $220.0K | 0.03% | −793−13.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,250 | $219.0K | 0.16% | +100+1.9% | Added |
| Deltec Asset Management LLC | 5,200 | $217.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,722 | $217.0K | 0.02% | −120−2.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,217 | $217.0K | 0.03% | +5,217 | New |
| Watershed Asset Management, L.L.C. | 5,176 | $216.0K | 0.28% | +5,176 | New |
| Benjamin F. Edwards & Company, Inc. | 5,150 | $215.0K | 0.01% | −250−4.6% | Reduced |
| McDaniel Terry & Co | 5,168 | $215.0K | 0.03% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 5,163 | $215.0K | 0.07% | +150+3.0% | Added |
| Tarbox Family Office, Inc. | 4,681 | $215.0K | 0.05% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 5,135 | $214.0K | 0.07% | −200−3.7% | Reduced |
| Orca Investment Management, LLC | 5,144 | $214.0K | 0.28% | −127−2.4% | Reduced |
| Roosevelt Investment Group LLC | 5,146 | $214.0K | 0.02% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,103 | $213.0K | 0.11% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 5,119 | $213.0K | 0.32% | +27+0.5% | Added |
| Alta Advisers Ltd | 5,100 | $213.0K | 0.13% | +5,100 | New |
| Covestor Ltd | 5,073 | $212.0K | 0.19% | −570−10.1% | Reduced |
| SJS Investment Consulting Inc. | 5,082 | $212.0K | 0.07% | +5,082 | New |
| Alpha Family Trust | 5,065 | $211.0K | 0.16% | +5,065 | New |
| Nicolet Bankshares Inc | 5,031 | $210.0K | 0.06% | −4,471−47.1% | Reduced |
| Lantz Financial LLC | 5,031 | $210.0K | 0.11% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,032 | $210.0K | 0.04% | +399+8.6% | Added |
| First National Bank of South Miami | 5,001 | $208.0K | 0.16% | −391−7.3% | Reduced |
| Sanders Morris Harris LLC | 4,989 | $208.0K | 0.05% | −5−0.1% | Reduced |
| Harbor Advisors LLC | 5,000 | $208.0K | 0.06% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,987 | $208.0K | 0.11% | +76+1.5% | Added |
| Beta Wealth Group, Inc. | 5,000 | $208.0K | 0.15% | +200+4.2% | Added |
| Congress Park Capital LLC | 4,950 | $206.0K | 0.14% | +225+4.8% | Added |
| Perennial Investment Advisors, LLC | 4,932 | $206.0K | 0.09% | +424+9.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 4,894 | $204.0K | 0.03% | −72−1.4% | Reduced |
| GenTrust, LLC | 4,900 | $204.0K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 4,900 | $204.0K | 0.05% | +4,900 | New |