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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 1,487 | $62.0K | 0.01% | −267−15.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,481 | $61.0K | 0.02% | +545+58.2% | Added |
| Peoples Financial Services Corp. | 1,420 | $59.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,413 | $59.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,422 | $59.0K | 0.01% | +14+1.0% | Added |
| Avion Wealth | 1,402 | $58.0K | 0.02% | +15+1.1% | Added |
| TSFG, LLC | 1,339 | $56.0K | 0.03% | −15−1.1% | Reduced |
| CSS LLC | 1,301 | $54.0K | 0.00% | −28,420−95.6% | Reduced |
| RWM Asset Management, LLC | 1,303 | $54.0K | 0.01% | +6+0.5% | Added |
| Banco de Sabadell, S.A | 1,239 | $53.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,268 | $53.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,247 | $52.0K | 0.01% | −5,021−80.1% | Reduced |
| City Holding Co | 1,177 | $49.0K | 0.01% | −10−0.8% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $48.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,125 | $46.9K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $45.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,084 | $45.0K | 0.03% | −777−41.8% | Reduced |
| Aua Capital Management, LLC | 1,055 | $44.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,033 | $43.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,041 | $43.0K | 0.02% | +7+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 990 | $41.0K | 0.02% | −500−33.6% | Reduced |
| Bangor Savings Bank | 968 | $41.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 964 | $40.0K | 0.00% | −641−39.9% | Reduced |
| AllSquare Wealth Management LLC | 967 | $40.0K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 953 | $40.0K | 0.04% | +22+2.4% | Added |
| Sutton Wealth Advisors Inc. | 936 | $39.0K | 0.02% | +271+40.8% | Added |
| Tyler-Stone Wealth Management | 937 | $39.0K | 0.03% | −155−14.2% | Reduced |
| Lee Financial Co | 937 | $39.0K | 0.01% | −15−1.6% | Reduced |
| Costello Asset Management, INC | 944 | $39.0K | 0.04% | +10+1.1% | Added |
| Annapolis Financial Services, LLC | 935 | $39.0K | 0.01% | +347+59.0% | Added |
| Mascoma Wealth Management LLC | 903 | $38.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 893 | $37.0K | 0.03% | −385−30.1% | Reduced |
| Hartford Financial Management Inc. | 894 | $37.0K | 0.01% | −347−28.0% | Reduced |
| JNBA Financial Advisors | 885 | $37.0K | 0.01% | −101−10.2% | Reduced |
| South State Corp. | 884 | $37.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 894 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 883 | $37.0K | 0.00% | +6+0.7% | Added |
| Rise Advisors, LLC | 855 | $36.0K | 0.03% | +9+1.1% | Added |
| Castleview Partners, LLC | 865 | $36.0K | 0.03% | +719+492.5% | Added |
| Financial Management Professionals, Inc. | 837 | $35.0K | 0.01% | −5−0.6% | Reduced |
| McIlrath & Eck, LLC | 814 | $34.0K | 0.01% | +400+96.6% | Added |
| Column Capital Advisors, LLC | 790 | $33.0K | 0.01% | −350−30.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 787 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 794 | $33.0K | 0.06% | +150+23.3% | Added |
| GHP Investment Advisors, Inc. | 795 | $33.0K | 0.00% | +173+27.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 766 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 765 | $32.0K | 0.00% | +46+6.4% | Added |
| Acima Private Wealth, LLC | 760 | $31.7K | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 750 | $31.3K | 0.02% | +7+0.9% | Added |
| Dividend Assets Capital, LLC | 745 | $31.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 747 | $31.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 750 | $31.0K | 0.03% | +100+15.4% | Added |
| Hudock, Inc. | 745 | $31.0K | 0.01% | +206+38.2% | Added |
| West Paces Advisors Inc. | 705 | $29.4K | 0.01% | −271−27.8% | Reduced |
| Centiva Capital, LP | 677 | $28.0K | 0.00% | −1,632−70.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 694 | $28.0K | 0.01% | +694 | New |
| S.A. Mason LLC | 658 | $27.0K | 0.02% | −107−14.0% | Reduced |
| Front Row Advisors LLC | 635 | $27.0K | 0.01% | −39−5.8% | Reduced |
| Corsicana & Co. | 659 | $27.0K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 500 | $26.0K | 0.03% | −1−0.2% | Reduced |
| First Community Trust NA | 605 | $25.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 601 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $25.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 590 | $25.0K | 0.05% | +590 | New |
| McClarren Financial Advisors, Inc. | 600 | $25.0K | 0.02% | +600 | New |
| Hall Laurie J Trustee | 570 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 570 | $24.0K | 0.02% | +6+1.1% | Added |
| Financial Perspectives, Inc | 546 | $22.8K | 0.01% | −20−3.5% | Reduced |
| Pinnacle Financial Partners Inc | 520 | $22.0K | 0.00% | −7,137−93.2% | Reduced |
| Sound Income Strategies, LLC | 533 | $22.0K | 0.00% | −157−22.8% | Reduced |
| Webster Bank, N. A. | 536 | $22.0K | 0.00% | 00.0% | Unchanged |
| blooom, inc. | 12,062 | $22.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 535 | $22.0K | 0.06% | +535 | New |
| Logan Capital Management Inc | 510 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 512 | $21.0K | 0.08% | +5+1.0% | Added |
| First Financial Corp | 505 | $21.0K | 0.01% | +99+24.4% | Added |
| Hillsdale Investment Management Inc. | 505 | $21.0K | 0.00% | +240+90.6% | Added |
| WFA Asset Management Corp | 491 | $20.5K | 0.01% | +5+1.0% | Added |
| Citizens National Bank Trust Department | 490 | $20.0K | 0.01% | −290−37.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 467 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 439 | $20.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 452 | $19.0K | 0.00% | −117−20.6% | Reduced |
| Coston, McIsaac & Partners | 467 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 444 | $19.0K | 0.00% | +117+35.8% | Added |
| Raffa Wealth Management, LLC | 451 | $18.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 431 | $18.0K | 0.00% | −14−3.1% | Reduced |
| Capital Management Associates | 414 | $17.0K | 0.02% | −20,065−98.0% | Reduced |
| Laurel Wealth Advisors LLC | 415 | $17.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $17.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 410 | $17.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 400 | $17.0K | 0.01% | +400 | New |
| Credential Qtrade Securities Inc. | 400 | $16.7K | 0.00% | −160−28.6% | Reduced |
| Bank of New Hampshire | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 395 | $16.0K | 0.00% | +100+33.9% | Added |
| Bell Investment Advisors, Inc | 351 | $15.0K | 0.00% | −179−33.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 368 | $15.0K | 0.00% | −102−21.7% | Reduced |
| Capital Advisors, Ltd. LLC | 358 | $15.0K | 0.00% | +69+23.9% | Added |