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, Q4 2022
Institutional positions in Citigroup Inc as of Dec 31, 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
- 1,604
- +35 vs. Q3 2022
- Shares held
- 1.40B
- +8.33M (+0.6%) vs. Q3 2022
- Total value
- $63.4B
- +$5.15B (+8.8%) vs. Q3 2022
- New holders
- 192
- 513 more added
- Sold out
- 157
- 725 more reduced
36 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Sarl | 48,924 | $2.21M | 0.16% | +12,223+33.3% | Added |
| Mountain Capital Investment Advisors, Inc | 46,013 | $2.22M | 1.01% | +10,586+29.9% | Added |
| Relative Value Partners Group, LLC | 49,161 | $2.22M | 0.16% | +117+0.2% | Added |
| Monticello Wealth Management, LLC | 49,173 | $2.22M | 0.24% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 49,300 | $2.23M | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 49,319 | $2.23M | 0.34% | −4,354−8.1% | Reduced |
| Sandy Spring Bank | 49,572 | $2.24M | 0.13% | −3,842−7.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 49,608 | $2.24M | 0.28% | −8,011−13.9% | Reduced |
| Advisor Partners II, LLC | 49,611 | $2.24M | 0.14% | +2,034+4.3% | Added |
| Wisconsin Capital Management LLC | 49,825 | $2.25M | 1.71% | +49,825 | New |
| Cary Street Partners Asset Management LLC | 49,849 | $2.25M | 0.46% | −33,025−39.8% | Reduced |
| Argent Trust Co | 49,907 | $2.26M | 0.15% | −15,492−23.7% | Reduced |
| Sowell Financial Services LLC | 49,925 | $2.26M | 0.15% | +19,618+64.7% | Added |
| Maltese Capital Management LLC | 50,000 | $2.26M | 0.63% | −15,000−23.1% | Reduced |
| Pendal Group Limited | 50,512 | $2.28M | 0.02% | −112,217−69.0% | Reduced |
| Clarity Wealth Advisors, LLC | 50,627 | $2.29M | 1.33% | −1,331−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 50,962 | $2.30M | 0.03% | −1,432−2.7% | Reduced |
| Independent Advisor Alliance | 50,952 | $2.31M | 0.28% | −2,765−5.1% | Reduced |
| Bank Hapoalim BM | 51,040 | $2.31M | 0.29% | −29,133−36.3% | Reduced |
| Wasatch Advisors Inc | 51,082 | $2.31M | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 51,234 | $2.32M | 0.09% | −826−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 51,281 | $2.32M | 0.29% | −559−1.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 51,300 | $2.32M | 0.53% | +11,140+27.7% | Added |
| SeaBridge Investment Advisors LLC | 51,406 | $2.33M | 0.83% | −5,136−9.1% | Reduced |
| Hantz Financial Services, Inc. | 51,439 | $2.33M | 0.07% | +2,198+4.5% | Added |
| Regions Financial Corp | 51,673 | $2.34M | 0.02% | −10,593−17.0% | Reduced |
| Meridian Wealth Management, LLC | 52,005 | $2.35M | 0.23% | −18,453−26.2% | Reduced |
| MSD Partners, L.P. | 52,012 | $2.35M | 0.27% | 00.0% | Unchanged |
| Bremer Bank National Association | 52,057 | $2.35M | 0.45% | −4,617−8.1% | Reduced |
| Stonebridge Capital Advisors LLC | 52,110 | $2.36M | 0.28% | +823+1.6% | Added |
| TD Private Client Wealth LLC | 52,787 | $2.39M | 0.11% | −13,498−20.4% | Reduced |
| Poehling Capital Management, LLC | 53,614 | $2.42M | 0.91% | −7,835−12.8% | Reduced |
| Scott & Selber, Inc. | 53,681 | $2.43M | 1.09% | +217+0.4% | Added |
| Empirical Finance, LLC | 53,773 | $2.43M | 0.25% | +4,014+8.1% | Added |
| Elgethun Capital Management | 52,665 | $2.43M | 0.88% | −1,937−3.5% | Reduced |
| Insight Advisors, LLC | 53,470 | $2.45M | 0.86% | +46,488+665.8% | Added |
| Gyon Technologies Capital Management, LP | 54,215 | $2.45M | 0.92% | +54,215 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 54,307 | $2.46M | 0.07% | +22,924+73.0% | Added |
| Optiver Holding B.V. | 54,542 | $2.47M | 0.15% | +54,318+24,249.1% | Added |
| Cetera Advisors LLC | 54,683 | $2.47M | 0.04% | +19,259+54.4% | Added |
| Assenagon Asset Management S.A. | 54,986 | $2.49M | 0.01% | −808−1.4% | Reduced |
| Bank of the West | 55,149 | $2.49M | 0.29% | +885+1.6% | Added |
| Fiduciary Trust Co | 55,316 | $2.50M | 0.05% | −16,790−23.3% | Reduced |
| Valeo Financial Advisors, LLC | 55,693 | $2.52M | 0.14% | −3,655−6.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,709 | $2.52M | 0.12% | −25,149−31.1% | Reduced |
| Gotham Asset Management, LLC | 56,207 | $2.54M | 0.07% | +1,342+2.4% | Added |
| MUFG Securities EMEA plc | 56,232 | $2.54M | 0.05% | −384,810−87.3% | Reduced |
| Verition Fund Management LLC | 56,385 | $2.55M | 0.05% | −15,864−22.0% | Reduced |
| Everence Capital Management Inc | 56,686 | $2.56M | 0.22% | +10,360+22.4% | Added |
| Foundations Investment Advisors, LLC | 56,693 | $2.56M | 0.10% | +36,852+185.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 56,962 | $2.58M | 2.32% | −325−0.6% | Reduced |
| Bridge Creek Capital Management LLC | 57,233 | $2.59M | 1.01% | +1,075+1.9% | Added |
| FDx Advisors, Inc. | 57,252 | $2.59M | 0.11% | −12,593−18.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 57,435 | $2.60M | 0.04% | −8,755−13.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 57,695 | $2.61M | 3.69% | 00.0% | Unchanged |
| EULAV Asset Management | 58,000 | $2.62M | 0.11% | −9,000−13.4% | Reduced |
| Metis Global Partners, LLC | 58,498 | $2.65M | 0.24% | +22,844+64.1% | Added |
| Alpine Woods Capital Investors, LLC | 58,718 | $2.66M | 0.39% | −117−0.2% | Reduced |
| Advisory Resource Group | 59,118 | $2.67M | 0.79% | +8,641+17.1% | Added |
| Meritage Portfolio Management | 59,521 | $2.69M | 0.21% | +1,977+3.4% | Added |
| First Interstate Bank | 60,085 | $2.72M | 0.20% | −1,908−3.1% | Reduced |
| Viewpoint Capital Management LLC | 60,621 | $2.74M | 2.65% | −181−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 60,706 | $2.75M | 0.07% | −11,227−15.6% | Reduced |
| Cornercap Investment Counsel Inc | 61,063 | $2.76M | 0.48% | −5,013−7.6% | Reduced |
| Interval Partners, LP | 61,112 | $2.76M | 0.22% | +61,112 | New |
| Karpas Strategies, LLC | 61,449 | $2.78M | 0.98% | +255+0.4% | Added |
| Gifford Fong Associates | 61,471 | $2.78M | 0.64% | 00.0% | Unchanged |
| National Asset Management, Inc. | 61,752 | $2.79M | 0.08% | −6,846−10.0% | Reduced |
| Pacific Global Investment Management CO | 61,989 | $2.80M | 0.62% | −4,622−6.9% | Reduced |
| Comerica Securities,inc. | 62,197 | $2.81M | 0.20% | +5,177+9.1% | Added |
| Ergoteles LLC | 62,816 | $2.84M | 0.10% | +62,816 | New |
| Raymond James Trust N.A. | 62,988 | $2.85M | 0.10% | −2,929−4.4% | Reduced |
| NEIRG Wealth Management, LLC | 63,147 | $2.86M | 0.54% | +8,370+15.3% | Added |
| Northeast Financial Consultants Inc | 63,184 | $2.86M | 0.19% | +30,000+90.4% | Added |
| Waycross Partners, LLC | 63,491 | $2.87M | 1.04% | +41,155+184.3% | Added |
| Altrius Capital Management Inc | 64,263 | $2.91M | 0.91% | −311−0.5% | Reduced |
| Quantinno Capital Management LP | 64,409 | $2.91M | 0.22% | +38,438+148.0% | Added |
| Murphy Pohlad Asset Management LLC | 64,944 | $2.94M | 1.20% | −1,660−2.5% | Reduced |
| Capital International Ltd | 65,142 | $2.95M | 0.20% | +9,177+16.4% | Added |
| Richard P Slaughter Associates Inc | 65,291 | $2.95M | 0.94% | +1,930+3.0% | Added |
| Vestcor Inc | 65,546 | $2.96M | 0.11% | −33,308−33.7% | Reduced |
| Cowen and Company, LLC | 65,704 | $2.97M | 0.31% | −139,240−67.9% | Reduced |
| Bayesian Capital Management, LP | 65,800 | $2.98M | 0.43% | +65,800 | New |
| German American Bancorp, Inc. | 65,983 | $2.98M | 0.47% | −28,009−29.8% | Reduced |
| MAI Capital Management | 67,504 | $3.05M | 0.05% | −18,669−21.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 67,563 | $3.06M | 1.14% | +2,100+3.2% | Added |
| Wedbush Securities Inc | 67,847 | $3.07M | 0.17% | +3,711+5.8% | Added |
| Bourgeon Capital Management LLC | 68,200 | $3.08M | 0.76% | −9,350−12.1% | Reduced |
| D.A. Davidson & Co. | 68,402 | $3.09M | 0.04% | −13,478−16.5% | Reduced |
| ARGA Investment Management, LP | 68,411 | $3.09M | 0.13% | +700+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 69,406 | $3.14M | 0.27% | 00.0% | Unchanged |
| Colony Group LLC | 69,505 | $3.14M | 0.04% | +35,753+105.9% | Added |
| Umb Bank N A | 70,274 | $3.18M | 0.05% | −21,147−23.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 70,499 | $3.19M | 0.16% | −1,093−1.5% | Reduced |
| Massmutual Trust Co FSB | 70,632 | $3.19M | 0.13% | −2,122−2.9% | Reduced |
| King Luther Capital Management Corp | 71,042 | $3.21M | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 71,070 | $3.21M | 1.05% | +2,689+3.9% | Added |
| S&CO Inc | 71,428 | $3.23M | 0.28% | −3,575−4.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 71,953 | $3.25M | 0.54% | −41,782−36.7% | Reduced |
| Congress Wealth Management LLC | 72,600 | $3.28M | 0.08% | −2,713−3.6% | Reduced |