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
- 1,605
- +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 | 2,644 | $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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 4,328 | $196.0K | 0.00% | +4,036+1,382.2% | Added |
| Rosenberg Matthew Hamilton | 4,372 | $197.7K | 0.07% | −45−1.0% | Reduced |
| L2 Asset Management, LLC | 4,423 | $200.1K | 0.13% | −1,013−18.6% | Reduced |
| Wallace Advisory Group, LLC | 4,429 | $200.3K | 0.16% | +4,429 | New |
| Galvin, Gaustad & Stein, LLC | 4,437 | $200.7K | 0.02% | +4,437 | New |
| Tarbox Family Office, Inc. | 4,469 | $202.2K | 0.04% | −212−4.5% | Reduced |
| Keystone Financial Group | 4,483 | $202.8K | 0.04% | +4,483 | New |
| Landmark Financial Advisors, LLC | 4,483 | $202.8K | 0.09% | +4,483 | New |
| Peoples Bank | 4,485 | $202.9K | 0.13% | +4,485 | New |
| Delta Financial Group, Inc. | 4,563 | $203.0K | 0.09% | +4,563 | New |
| Gs Investments, Inc. | 4,499 | $203.5K | 0.13% | 00.0% | Unchanged |
| Almitas Capital LLC | 4,500 | $203.5K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 4,535 | $205.1K | 0.10% | +4,535 | New |
| Hyman Charles D | 4,553 | $206.0K | 0.01% | +4,553 | New |
| Crewe Advisors LLC | 4,563 | $206.4K | 0.03% | −469−9.3% | Reduced |
| Leuthold Group, LLC | 4,598 | $208.0K | 0.03% | +4,598 | New |
| Ethic Inc. | 4,619 | $208.9K | 0.01% | −774−14.4% | Reduced |
| Apriem Advisors | 4,629 | $209.4K | 0.04% | +4,629 | New |
| Humankind Investments LLC | 4,634 | $209.6K | 0.09% | +4,634 | New |
| Sittner & Nelson, LLC | 4,647 | $210.2K | 0.13% | +300+6.9% | Added |
| Sightline Wealth Advisors, LLC | 4,664 | $211.0K | 0.23% | +4,664 | New |
| Alta Advisers Ltd | 5,100 | $213.0K | 0.13% | 00.0% | Unchanged |
| Payden & Rygel | 4,700 | $213.0K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 9,742 | $213.3K | 0.07% | +4,711+93.6% | Added |
| Cladis Investment Advisory, LLC | 4,731 | $214.0K | 0.21% | −1,725−26.7% | Reduced |
| MCF Advisors LLC | 4,740 | $214.4K | 0.02% | +21+0.4% | Added |
| Infrastructure Capital Advisors, LLC | 4,755 | $215.1K | 0.04% | +4,755 | New |
| Brighton Jones LLC | 4,757 | $215.1K | 0.01% | −2,910−38.0% | Reduced |
| Laidlaw Wealth Management LLC | 4,766 | $215.6K | 0.05% | −36−0.7% | Reduced |
| IPG Investment Advisors LLC | 4,776 | $216.0K | 0.06% | +4,776 | New |
| C2C Wealth Management, LLC | 4,420 | $218.0K | 0.04% | −125−2.8% | Reduced |
| Telemus Capital, LLC | 4,657 | $220.3K | 0.02% | +4,657 | New |
| Krilogy Financial LLC | 4,874 | $220.5K | 0.02% | −1,828−27.3% | Reduced |
| Lantz Financial LLC | 4,881 | $220.8K | 0.10% | −150−3.0% | Reduced |
| Ethos Financial Group, LLC | 4,894 | $221.3K | 0.07% | +4,894 | New |
| Grandview Asset Management LLC | 4,913 | $222.0K | 0.14% | −789−13.8% | Reduced |
| Old North State Trust, LLC | 4,901 | $222.0K | 0.15% | +195+4.1% | Added |
| Wade G W & Inc | 4,903 | $222.0K | 0.01% | +4,903 | New |
| Perennial Investment Advisors, LLC | 4,911 | $222.1K | 0.09% | −21−0.4% | Reduced |
| Jump Financial, LLC | 4,944 | $223.6K | 0.01% | −74,963−93.8% | Reduced |
| Claro Advisors LLC | 4,956 | $224.2K | 0.07% | +4,956 | New |
| DuPont Capital Management Corp | 4,987 | $225.6K | 0.01% | −810−14.0% | Reduced |
| Gray Wealth Management Inc. | 4,993 | $225.8K | 0.13% | −800−13.8% | Reduced |
| First National Bank of South Miami | 5,001 | $226.0K | 0.17% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $226.2K | 0.06% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 5,002 | $226.2K | 0.25% | +5,002 | New |
| JT Stratford LLC | 5,013 | $226.7K | 0.07% | +5,013 | New |
| Foster & Motley Inc | 5,019 | $227.0K | 0.02% | −1,969−28.2% | Reduced |
| First County Bank | 5,021 | $227.1K | 0.11% | +5,021 | New |
| Journey Strategic Wealth LLC | 5,030 | $227.5K | 0.03% | +172+3.5% | Added |
| Pinnacle Bancorp, Inc. | 5,032 | $228.0K | 0.09% | +285+6.0% | Added |
| Proequities, Inc. | 5,065 | $229.1K | 0.02% | −1,019−16.7% | Reduced |
| CFM Wealth Partners LLC | 5,103 | $230.8K | 0.07% | −32−0.6% | Reduced |
| SJS Investment Consulting Inc. | 5,107 | $231.0K | 0.07% | +25+0.5% | Added |
| Round Rock Advisors, LLC | 5,115 | $231.4K | 0.09% | +300+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,121 | $232.0K | 0.01% | −29−0.6% | Reduced |
| Orca Investment Management, LLC | 5,144 | $232.7K | 0.30% | 00.0% | Unchanged |
| WBI Investments | 5,178 | $234.2K | 0.05% | −13,891−72.8% | Reduced |
| Waller Financial Planning Group, Inc | 5,191 | $234.8K | 0.07% | +28+0.5% | Added |
| Hayek Kallen Investment Management | 5,202 | $235.0K | 0.11% | +5,202 | New |
| Deltec Asset Management LLC | 5,200 | $235.2K | 0.07% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 5,200 | $235.2K | 0.08% | +5,200 | New |
| Private Capital Management LLC | 5,205 | $235.4K | 0.08% | −875−14.4% | Reduced |
| Jmac Enterprises LLC | 5,211 | $235.7K | 0.06% | −2,610−33.4% | Reduced |
| Interchange Capital Partners, LLC | 5,267 | $238.3K | 0.24% | −13,763−72.3% | Reduced |
| Graypoint LLC | 5,287 | $239.2K | 0.03% | −1,560−22.8% | Reduced |
| Beta Wealth Group, Inc. | 5,300 | $239.7K | 0.16% | +300+6.0% | Added |
| Salzhauer Michael | 5,314 | $240.4K | 0.15% | −46,000−89.6% | Reduced |
| Accurate Wealth Management, LLC | 4,992 | $240.6K | 0.09% | −712−12.5% | Reduced |
| Pointe Capital Management LLC | 5,323 | $241.0K | 0.19% | −234−4.2% | Reduced |
| Angeles Investment Advisors, LLC | 5,341 | $241.6K | 0.02% | +5,341 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 5,343 | $241.7K | 0.02% | −1,950−26.7% | Reduced |
| Wealthsource Partners, LLC | 5,382 | $243.4K | 0.02% | +20.0% | Added |
| Boothbay Fund Management, LLC | 5,398 | $244.2K | 0.01% | −11,149−67.4% | Reduced |
| One Wealth Advisors, LLC | 5,405 | $244.5K | 0.06% | −8,511−61.2% | Reduced |
| Stonegate Investment Group, LLC | 5,440 | $246.1K | 0.01% | −5,003−47.9% | Reduced |
| Guyasuta Investment Advisors Inc | 5,445 | $246.3K | 0.02% | −7,400−57.6% | Reduced |
| Basso Capital Management, L.P. | 5,450 | $246.5K | 0.26% | +5,450 | New |
| Quent Capital, LLC | 5,469 | $247.4K | 0.05% | −842−13.3% | Reduced |
| Integrity Financial Corp | 5,483 | $248.0K | 0.24% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,494 | $248.5K | 0.01% | −850−13.4% | Reduced |
| Trust Co of Vermont | 5,502 | $248.9K | 0.02% | −1,503−21.5% | Reduced |
| DDD Partners, LLC | 5,533 | $250.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,535 | $250.3K | 0.04% | +1,795+48.0% | Added |
| Stratos Wealth Advisors, LLC | 5,551 | $251.1K | 0.02% | −841−13.2% | Reduced |
| Harbour Investments, Inc. | 5,623 | $254.3K | 0.02% | +5+0.1% | Added |
| Advus Financial Partners, LLC | 5,647 | $255.4K | 0.11% | +5,647 | New |
| STAR Financial Bank | 5,661 | $256.0K | 0.25% | +5,661 | New |
| Stevens Capital Management LP | 5,689 | $257.0K | 0.16% | +5,689 | New |
| VeraBank, N.A. | 5,694 | $257.5K | 0.13% | −782−12.1% | Reduced |
| Prentice Wealth Management LLC | 5,737 | $259.5K | 0.13% | −242−4.0% | Reduced |
| Associated Banc-Corp | 5,743 | $259.8K | 0.01% | −805−12.3% | Reduced |
| Hodges Capital Management Inc. | 5,738 | $260.0K | 0.02% | −699−10.9% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,767 | $260.8K | 0.19% | +5,767 | New |
| Arkadios Wealth Advisors | 5,767 | $260.9K | 0.03% | −358−5.8% | Reduced |
| David Loasby | 5,360 | $261.1K | 0.03% | +5,360 | New |
| VELA Investment Management, LLC | 5,773 | $261.1K | 0.13% | +5,773 | New |
| Lewis Capital Management, LLC | 5,778 | $261.3K | 0.40% | −40−0.7% | Reduced |
| IFG Advisors, LLC | 5,813 | $262.9K | 0.11% | −63−1.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,846 | $264.4K | 0.03% | −3,318−36.2% | Reduced |