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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,259 | $57.0K | 0.00% | −615−32.8% | Reduced |
| Avion Wealth | 1,402 | $58.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,312 | $59.0K | 0.01% | −110−7.7% | Reduced |
| RWM Asset Management, LLC | 1,310 | $59.2K | 0.01% | +7+0.5% | Added |
| Colonial Trust Co | 1,329 | $60.1K | 0.02% | +1,329 | New |
| Webster Bank, N. A. | 1,342 | $61.0K | 0.01% | +806+150.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,368 | $61.9K | 0.03% | −193−12.4% | Reduced |
| Peoples Financial Services Corp. | 1,386 | $62.7K | 0.03% | −34−2.4% | Reduced |
| CenterStar Asset Management, LLC | – | $63.0K | 0.12% | – | New |
| TCI Wealth Advisors, Inc. | 1,400 | $63.3K | 0.01% | −2,175−60.8% | Reduced |
| Point72 Asset Management, L.P. | 1,454 | $65.8K | 0.00% | +1,454 | New |
| General Partner, Inc. | 1,454 | $65.8K | 0.06% | +1,454 | New |
| Montag A & Associates Inc | 1,458 | $65.9K | 0.00% | −400−21.5% | Reduced |
| Atlas Capital Advisors LLC | 1,474 | $66.7K | 0.01% | −526−26.3% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $67.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 1,487 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,487 | $67.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,487 | $67.3K | 0.02% | +6+0.4% | Added |
| Rocky Mountain Advisers, LLC | 1,550 | $70.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,579 | $71.4K | 0.04% | −31−1.9% | Reduced |
| Phocas Financial Corp. | 1,600 | $72.4K | 0.01% | +1,600 | New |
| Centiva Capital, LP | 1,607 | $72.7K | 0.01% | +930+137.4% | Added |
| PFS Partners, LLC | 1,629 | $73.7K | 0.08% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,650 | $74.6K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,653 | $74.8K | 0.06% | +1,653 | New |
| Western Pacific Wealth Management, LP | 1,684 | $76.2K | 0.06% | +35+2.1% | Added |
| CKW Financial Group | 1,700 | $77.0K | 0.01% | +200+13.3% | Added |
| Rock Creek Group, LP | 1,730 | $78.2K | 0.01% | −300−14.8% | Reduced |
| Trifecta Capital Advisors, LLC | 1,817 | $82.2K | 0.03% | +1,817 | New |
| City State Bank | 1,860 | $84.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,895 | $85.7K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,910 | $86.0K | 0.04% | −220−10.3% | Reduced |
| Sargent Bickham Lagudis LLC | 1,910 | $86.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,921 | $86.9K | 0.02% | −56−2.8% | Reduced |
| Glassman Wealth Services | 1,946 | $88.0K | 0.02% | −356−15.5% | Reduced |
| Register Financial Advisors LLC | 1,957 | $88.5K | 0.06% | +1,957 | New |
| FinTrust Capital Advisors, LLC | 1,970 | $89.1K | 0.02% | −1,401−41.6% | Reduced |
| 3Chopt Investment Partners, LLC | 1,976 | $89.4K | 0.05% | +1,976 | New |
| Y.D. More Investments Ltd | 2,003 | $90.3K | 0.02% | +2,003 | New |
| Winmill & Co. Inc | 2,000 | $90.5K | 0.03% | −102,500−98.1% | Reduced |
| Banco de Sabadell, S.A | 1,239 | $92.0K | 0.08% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 2,077 | $93.9K | 0.03% | +2,077 | New |
| PFG Private Wealth Management, LLC | 2,077 | $94.0K | 0.06% | +195+10.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,131 | $96.4K | 0.01% | −69−3.1% | Reduced |
| Washington Trust Co | 2,233 | $101.0K | 0.00% | −476−17.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $101.7K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,282 | $103.0K | 0.11% | +2,282 | New |
| Oakworth Capital, Inc. | 2,291 | $103.6K | 0.01% | −525−18.6% | Reduced |
| Clearview Wealth Advisors LLC | 2,298 | $104.0K | 0.08% | +141+6.5% | Added |
| Union Investments & Development Ltd. | 2,000 | $104.4K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,323 | $105.1K | 0.01% | +2,323 | New |
| West Branch Capital LLC | 2,392 | $108.2K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,409 | $109.0K | 0.02% | −3,063−56.0% | Reduced |
| Edge Capital Group, LLC | 2,437 | $110.2K | 0.01% | −24,908−91.1% | Reduced |
| Gleason Group, Inc. | 2,466 | $111.6K | 0.03% | −9,335−79.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,472 | $111.8K | 0.03% | −1,500−37.8% | Reduced |
| Benjamin Edwards Inc | 2,484 | $112.0K | 0.03% | +161+6.9% | Added |
| JFS Wealth Advisors, LLC | 2,523 | $114.1K | 0.01% | −69−2.7% | Reduced |
| Ancora Advisors, LLC | 2,568 | $116.0K | 0.00% | +591+29.9% | Added |
| Grove Bank & Trust | 2,589 | $117.0K | 0.03% | +2,589 | New |
| Harbor Investment Advisory, LLC | 2,686 | $121.5K | 0.02% | −698−20.6% | Reduced |
| FNY Investment Advisers, LLC | 2,710 | $122.0K | 0.17% | +1,088+67.1% | Added |
| Washington Trust Advisors, Inc. | 2,749 | $124.3K | 0.01% | −3,596−56.7% | Reduced |
| CoreCap Advisors, LLC | 2,787 | $126.1K | 0.01% | +2,787 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,878 | $130.2K | 0.00% | −11−0.4% | Reduced |
| Silvant Capital Management LLC | 2,906 | $131.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,953 | $133.6K | 0.00% | −308−9.4% | Reduced |
| Bartlett & Co. LLC | 2,953 | $134.0K | 0.00% | −308−9.4% | Reduced |
| Duncker Streett & Co Inc | 2,982 | $134.9K | 0.03% | +4+0.1% | Added |
| Founders Capital Management | 3,000 | $136.0K | 0.10% | +100+3.4% | Added |
| CoreFirst Bank & Trust | 3,241 | $146.6K | 0.11% | −1,180−26.7% | Reduced |
| Picton Mahoney Asset Management | 3,247 | $147.0K | 0.01% | +3,247 | New |
| Quarry LP | 3,253 | $147.1K | 0.16% | +3,253 | New |
| Hanson & Doremus Investment Management | 3,308 | $150.0K | 0.03% | −531−13.8% | Reduced |
| Cohen & Steers, Inc. | 3,318 | $150.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3,631 | $151.3K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,378 | $153.0K | 0.00% | +128+3.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,447 | $155.9K | 0.09% | −65−1.9% | Reduced |
| MV Capital Management, Inc. | 3,498 | $158.2K | 0.02% | −371−9.6% | Reduced |
| Boyd Watterson Asset Management LLC | 3,515 | $159.0K | 0.07% | +3,515 | New |
| TCTC Holdings, LLC | 3,518 | $159.1K | 0.01% | −1,325−27.4% | Reduced |
| Hoey Investments, Inc | 3,550 | $160.6K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,564 | $161.2K | 0.09% | +1,208+51.3% | Added |
| Accel Wealth Management | 3,594 | $162.6K | 0.08% | −228−6.0% | Reduced |
| Gables Capital Management Inc. | 3,600 | $162.8K | 0.12% | +100+2.9% | Added |
| Chiron Investment Management, LLC | 3,682 | $166.5K | 0.04% | +3,682 | New |
| Caldwell Trust Co | 3,708 | $167.7K | 0.02% | −48−1.3% | Reduced |
| Aua Capital Management, LLC | 3,782 | $171.1K | 0.12% | +2,727+258.5% | Added |
| LFA - Lugano Financial Advisors SA | 3,798 | $171.8K | 0.13% | −4,298−53.1% | Reduced |
| Castleark Management LLC | 3,844 | $173.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,000 | $180.9K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,012 | $181.0K | 0.03% | −375−8.5% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $181.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,034 | $182.5K | 0.11% | +7+0.2% | Added |
| Valley National Advisers Inc | 3,775 | $183.0K | 0.03% | −7−0.2% | Reduced |
| Gradient Investments LLC | 4,134 | $187.0K | 0.01% | −267−6.1% | Reduced |
| Covestor Ltd | 4,162 | $188.0K | 0.15% | −911−18.0% | Reduced |
| Atlantic Trust, LLC | 4,232 | $192.0K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,274 | $193.3K | 0.10% | +61+1.4% | Added |
| Central Trust Co | 4,295 | $194.3K | 0.01% | −9,579−69.0% | Reduced |