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; 2,643 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
- 1,605
- +36 vs. Q3 2022
- Shares held
- 1.40B
- +8.34M (+0.6%) vs. Q3 2022
- Total value
- $63.4B
- +$5.15B (+8.8%) vs. Q3 2022
- New holders
- 193
- 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 | 2,643 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $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 |
|---|---|---|---|---|---|
| American National Bank | 313 | $14.0K | 0.00% | −82−20.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 322 | $14.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 291 | $14.9K | 0.01% | +291 | New |
| Jackson, Grant Investment Advisers, Inc. | 344 | $15.6K | 0.01% | −422−55.1% | Reduced |
| RFP Financial Group LLC | 353 | $16.0K | 0.01% | +353 | New |
| TD Ameritrade Investment Management, LLC | 348 | $16.0K | 0.00% | +348 | New |
| Laurel Wealth Advisors LLC | 363 | $16.4K | 0.00% | −52−12.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 368 | $16.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 369 | $16.7K | 0.01% | +369 | New |
| Capital Directions Investment Advisors, LLC | 370 | $16.7K | 0.01% | +370 | Added |
| Moisand Fitzgerald Tamayo, LLC | 392 | $17.7K | 0.00% | +232+145.0% | Added |
| Bellwether Advisors, LLC | 410 | $18.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 414 | $18.7K | 0.00% | −400−49.1% | Reduced |
| Capital Management Associates | 414 | $18.7K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 427 | $19.0K | 0.00% | −537−55.7% | Reduced |
| Tortoise Investment Management, LLC | 431 | $19.5K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 434 | $19.6K | 0.00% | −18−4.0% | Reduced |
| Arcus Capital Partners, LLC | 441 | $19.9K | 0.01% | +441 | New |
| Tompkins Financial Corp | 447 | $20.0K | 0.00% | +3+0.7% | Added |
| Freedom Wealth Alliance, LLC | 444 | $20.1K | 0.03% | +444 | New |
| High Net Worth Advisory Group LLC | 450 | $20.4K | 0.01% | −700−60.9% | Reduced |
| Piershale Financial Group, Inc. | 450 | $20.4K | 0.02% | +450 | New |
| Raffa Wealth Management, LLC | 451 | $20.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 462 | $20.9K | 0.00% | +462 | New |
| Coston, McIsaac & Partners | 467 | $21.0K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 472 | $21.4K | 0.01% | +472 | New |
| Citizens National Bank Trust Department | 490 | $22.0K | 0.01% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 490 | $22.2K | 0.02% | +490 | New |
| Global Trust Asset Management, LLC | 497 | $22.5K | 0.01% | −250−33.5% | Reduced |
| Logan Capital Management Inc | 500 | $22.6K | 0.00% | −10−2.0% | Reduced |
| Antonetti Capital Management LLC | 500 | $22.6K | 0.03% | +100+25.0% | Added |
| First Financial Corp | 505 | $22.8K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 505 | $22.8K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 517 | $23.0K | 0.08% | +5+1.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 520 | $23.5K | 0.01% | +305+141.9% | Added |
| Cornerstone Planning Group LLC | 478 | $23.6K | 0.01% | +478 | New |
| City Holding Co | 525 | $23.7K | 0.00% | −652−55.4% | Reduced |
| Horizons Wealth Management | 537 | $24.0K | 0.02% | +207+62.7% | Added |
| Financial Perspectives, Inc | 546 | $24.7K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 546 | $24.7K | 0.00% | +546 | New |
| Financial Management Professionals, Inc. | 545 | $25.0K | 0.01% | −292−34.9% | Reduced |
| Baker Avenue Asset Management, LP | 556 | $25.1K | 0.00% | +556 | New |
| MB, Levis & Associates, LLC | 573 | $25.9K | 0.02% | +573 | New |
| BDO Wealth Advisors, LLC | 574 | $26.0K | 0.00% | −139,300−99.6% | Reduced |
| Hall Laurie J Trustee | 570 | $26.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 576 | $26.0K | 0.02% | +6+1.1% | Added |
| Cranbrook Wealth Management, LLC | 595 | $26.9K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 596 | $27.0K | 0.00% | −341−36.4% | Reduced |
| First Community Trust NA | 605 | $27.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 601 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 604 | $27.3K | 0.01% | +253+72.1% | Added |
| Sutton Wealth Advisors Inc. | 611 | $27.6K | 0.01% | −325−34.7% | Reduced |
| South State Corp. | 625 | $28.3K | 0.00% | −259−29.3% | Reduced |
| JNBA Financial Advisors | 628 | $28.4K | 0.00% | −257−29.0% | Reduced |
| EWG Elevate Inc. | 639 | $28.9K | 0.01% | +639 | New |
| Front Row Advisors LLC | 635 | $29.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 658 | $29.8K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 685 | $31.0K | 0.00% | −1,122−62.1% | Reduced |
| West Paces Advisors Inc. | 705 | $31.9K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 719 | $32.5K | 0.02% | +719 | New |
| Hartford Financial Management Inc. | 721 | $32.6K | 0.01% | −173−19.4% | Reduced |
| Dividend Assets Capital, LLC | 745 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 795 | $35.3K | 0.02% | −1,080−57.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 787 | $35.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 790 | $35.7K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 790 | $35.7K | 0.00% | +25+3.3% | Added |
| Norwood Financial Corp | 794 | $35.9K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 800 | $36.0K | 0.02% | −3,426−81.1% | Reduced |
| GHP Investment Advisors, Inc. | 796 | $36.0K | 0.00% | +1+0.1% | Added |
| Colonial Trust Advisors | 801 | $36.2K | 0.00% | +801 | New |
| Heritage Wealth Management, LLC | 862 | $39.0K | 0.01% | +503+140.1% | Added |
| Castleview Partners, LLC | 865 | $39.1K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 868 | $39.3K | 0.01% | −545−38.6% | Reduced |
| Bollard Group LLC | 890 | $40.0K | 0.00% | +7+0.8% | Added |
| Pathway Financial Advisers, LLC | 888 | $40.1K | 0.02% | +888 | New |
| Mascoma Wealth Management LLC | 903 | $40.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 908 | $41.0K | 0.01% | −3,250−78.2% | Reduced |
| Tyler-Stone Wealth Management | 937 | $42.0K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 944 | $42.7K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 968 | $43.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 963 | $43.5K | 0.02% | −538−35.8% | Reduced |
| AllSquare Wealth Management LLC | 967 | $43.7K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 986 | $44.6K | 0.01% | +986 | New |
| Mark Sheptoff Financial Planning, LLC | 990 | $44.8K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,000 | $45.0K | 0.00% | −1,383,414−99.9% | Reduced |
| Tucker Asset Management LLC | 1,000 | $45.2K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $45.2K | 0.03% | +1,000 | New |
| CNB Bank | 1,031 | $46.6K | 0.03% | −53−4.9% | Reduced |
| Earnest Partners LLC | 1,033 | $46.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,034 | $46.8K | 0.02% | −7−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,043 | $47.0K | 0.03% | +150+16.8% | Added |
| AXS Investments LLC | 1,066 | $48.2K | 0.02% | −5,997−84.9% | Reduced |
| TSFG, LLC | 1,094 | $49.0K | 0.02% | −245−18.3% | Reduced |
| Park Place Capital Corp | 1,093 | $49.0K | 0.01% | +1,093 | New |
| Carolinas Wealth Consulting LLC | 1,088 | $49.2K | 0.01% | −2,316−68.0% | Reduced |
| Ameliora Wealth Management Ltd. | 1,090 | $49.3K | 0.03% | −800−42.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,118 | $50.6K | 0.03% | −150−11.8% | Reduced |
| Studio Investment Management LLC | 1,150 | $52.0K | 0.02% | +25+2.2% | Added |