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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 4,858 | $203.0K | 0.03% | +4,858 | New |
| C2C Wealth Management, LLC | 4,545 | $202.0K | 0.04% | −107−2.3% | Reduced |
| TCTC Holdings, LLC | 4,843 | $202.0K | 0.01% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 4,848 | $202.0K | 2.95% | +4,848 | New |
| Rossmore Private Capital | 4,824 | $201.0K | 0.04% | +200+4.3% | Added |
| Private Capital Management, LLC | 4,830 | $201.0K | 0.03% | +4,830 | New |
| Laidlaw Wealth Management LLC | 4,802 | $200.0K | 0.05% | −6,783−58.5% | Reduced |
| Gilbert & Cook, Inc. | 4,397 | $200.0K | 0.04% | +4,397 | New |
| Pinnacle Bancorp, Inc. | 4,747 | $198.0K | 0.09% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,719 | $197.0K | 0.02% | +2,671+130.4% | Added |
| Payden & Rygel | 4,700 | $196.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,706 | $196.0K | 0.17% | +4,706 | New |
| Paloma Partners Management Co | 4,592 | $192.0K | 0.04% | −51,065−91.7% | Reduced |
| Almitas Capital LLC | 4,500 | $188.0K | 0.14% | 00.0% | Unchanged |
| Gs Investments, Inc. | 4,499 | $187.0K | 0.12% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,454 | $185.0K | 0.05% | −913−17.0% | Reduced |
| Rowland & Co Investment Counsel | 4,428 | $184.5K | 0.05% | +28+0.6% | Added |
| Rosenberg Matthew Hamilton | 4,417 | $184.0K | 0.07% | +66+1.5% | Added |
| CoreFirst Bank & Trust | 4,421 | $184.0K | 0.16% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,401 | $183.0K | 0.01% | −110−2.4% | Reduced |
| Endurance Wealth Management, Inc. | 4,387 | $183.0K | 0.03% | −3−0.1% | Reduced |
| Sittner & Nelson, LLC | 4,347 | $181.0K | 0.12% | +2,816+183.9% | Added |
| Atlantic Trust, LLC | 4,232 | $176.0K | 0.06% | +417+10.9% | Added |
| Raleigh Capital Management Inc. | 4,213 | $175.0K | 0.10% | +371+9.7% | Added |
| FourThought Financial, LLC | 4,164 | $174.0K | 0.03% | −233−5.3% | Reduced |
| Harvest Fund Management Co., Ltd | 4,158 | $173.0K | 0.05% | +2,391+135.3% | Added |
| Kozak & Associates, Inc. | 4,226 | $171.0K | 0.11% | +8+0.2% | Added |
| Accel Wealth Management | 3,822 | $170.0K | 0.09% | −33−0.9% | Reduced |
| Zullo Investment Group, Inc. | 4,027 | $168.0K | 0.11% | +188+4.9% | Added |
| Atwood & Palmer Inc | 4,000 | $167.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,000 | $167.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,782 | $167.0K | 0.03% | −76−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,972 | $166.0K | 0.04% | −22−0.6% | Reduced |
| Pacer Advisors, Inc. | 3,948 | $165.0K | 0.00% | −57,551−93.6% | Reduced |
| MV Capital Management, Inc. | 3,869 | $161.0K | 0.03% | +1,428+58.5% | Added |
| Hanson & Doremus Investment Management | 3,839 | $160.0K | 0.04% | −816−17.5% | Reduced |
| Castleark Management LLC | 3,844 | $160.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,756 | $156.5K | 0.02% | −52−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,740 | $156.0K | 0.04% | −1,290−25.6% | Reduced |
| Key Financial Inc | 3,631 | $151.0K | 0.07% | +3,388+1,394.2% | Added |
| FinTrust Capital Advisors, LLC | 3,371 | $149.0K | 0.04% | +15+0.4% | Added |
| TCI Wealth Advisors, Inc. | 3,575 | $149.0K | 0.02% | −114−3.1% | Reduced |
| Hoey Investments, Inc | 3,550 | $148.0K | 0.06% | +1,800+102.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,441 | $146.0K | 0.00% | −4,672−57.6% | Reduced |
| Gables Capital Management Inc. | 3,500 | $146.0K | 0.12% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,512 | $146.0K | 0.09% | +91+2.7% | Added |
| Carolinas Wealth Consulting LLC | 3,404 | $142.0K | 0.04% | −710−17.3% | Reduced |
| Harbor Investment Advisory, LLC | 3,384 | $141.0K | 0.02% | −247−6.8% | Reduced |
| Cohen & Steers, Inc. | 3,318 | $138.0K | 0.00% | −3,427−50.8% | Reduced |
| Bartlett & Co. LLC | 3,261 | $136.0K | 0.00% | −35−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,261 | $135.9K | 0.00% | −35−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,250 | $135.0K | 0.00% | +290+9.8% | Added |
| Duncker Streett & Co Inc | 2,978 | $124.0K | 0.03% | +4+0.1% | Added |
| Silvant Capital Management LLC | 2,906 | $121.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 2,900 | $121.0K | 0.10% | +2,000+222.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,889 | $120.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,816 | $117.0K | 0.01% | +292+11.6% | Added |
| Centerpoint Advisors, LLC | 2,749 | $115.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 2,709 | $113.0K | 0.01% | +500+22.6% | Added |
| Riverview Trust Co | 2,678 | $112.0K | 0.11% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,592 | $108.0K | 0.01% | +694+36.6% | Added |
| West Branch Capital LLC | 2,392 | $100.0K | 0.06% | −100−4.0% | Reduced |
| Eagle Bay Advisors LLC | 2,356 | $98.0K | 0.06% | +8+0.3% | Added |
| Benjamin Edwards Inc | 2,323 | $97.0K | 0.03% | −367−13.6% | Reduced |
| Glassman Wealth Services | 2,302 | $96.0K | 0.02% | −157−6.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $94.0K | 0.01% | −9,200−80.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $91.0K | 0.01% | +1,267+135.8% | Added |
| Clearview Wealth Advisors LLC | 2,157 | $90.0K | 0.07% | +178+9.0% | Added |
| Highlander Capital Management, LLC | 2,130 | $89.0K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,100 | $88.0K | 0.00% | +2,100 | New |
| Pacifica Partners Inc. | 1,875 | $87.0K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,030 | $85.0K | 0.01% | −576−22.1% | Reduced |
| Atlas Capital Advisors LLC | 2,000 | $83.3K | 0.02% | −432−17.8% | Reduced |
| Union Investments & Development Ltd. | 2,000 | $83.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,977 | $82.0K | 0.00% | −5,499−73.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,977 | $82.0K | 0.02% | −688−25.8% | Reduced |
| State of Wyoming | 1,921 | $80.0K | 0.04% | −4,683−70.9% | Reduced |
| Smithfield Trust Co | 1,874 | $80.0K | 0.01% | −1,738−48.1% | Reduced |
| Sargent Bickham Lagudis LLC | 1,910 | $80.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,895 | $79.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,860 | $78.0K | 0.05% | −50−2.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,882 | $78.0K | 0.05% | +112+6.3% | Added |
| NuWave Investment Management, LLC | 1,852 | $77.0K | 0.09% | −5,974−76.3% | Reduced |
| Montag A & Associates Inc | 1,858 | $77.0K | 0.01% | −1,006−35.1% | Reduced |
| Ameliora Wealth Management Ltd. | 1,890 | $77.0K | 0.04% | +1,890 | New |
| Core Alternative Capital | 1,807 | $75.0K | 0.01% | −5,371−74.8% | Reduced |
| Denali Advisors LLC | 1,700 | $71.0K | 0.03% | +1,700 | New |
| Fortis Advisors, LLC | 1,650 | $69.0K | 0.05% | +350+26.9% | Added |
| Evoke Wealth, LLC | 1,626 | $68.0K | 0.00% | −291−15.2% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $68.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,649 | $68.0K | 0.07% | +1,649 | New |
| PFS Partners, LLC | 1,629 | $67.9K | 0.07% | +1+0.1% | Added |
| Addison Advisors LLC | 1,610 | $67.0K | 0.04% | +87+5.7% | Added |
| FNY Investment Advisers, LLC | 1,622 | $67.0K | 0.05% | +133+8.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,561 | $65.0K | 0.04% | −389−19.9% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $65.0K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $63.0K | 0.01% | −200−11.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,100 | $63.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,501 | $63.0K | 0.04% | +232+18.3% | Added |
| First Command Bank | 1,487 | $62.0K | 0.01% | −267−15.2% | Reduced |