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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 5,150 | $267.5K | 0.11% | +5,150 | New |
| Community Bank & Trust, Waco, Texas | 5,930 | $268.0K | 0.09% | −867−12.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,942 | $268.8K | 0.08% | −298−4.8% | Reduced |
| Western Wealth Management, LLC | 5,964 | $269.8K | 0.03% | −7,541−55.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,969 | $270.0K | 0.01% | +5,969 | New |
| X-Square Capital, LLC | 5,960 | $270.0K | 0.15% | +101+1.7% | Added |
| Callan Capital, LLC | 5,971 | $270.1K | 0.03% | +5,971 | New |
| Breakwater Capital Group | 5,971 | $270.1K | 0.14% | +5,971 | New |
| InterOcean Capital Group, LLC | 5,982 | $270.6K | 0.01% | −3,881−39.3% | Reduced |
| Modera Wealth Management, LLC | 5,986 | $270.7K | 0.01% | +60+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,027 | $272.6K | 0.06% | −540−8.2% | Reduced |
| Richwood Investment Advisors, LLC | 6,035 | $273.0K | 0.27% | −2,195−26.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,065 | $273.9K | 0.04% | −81−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 6,069 | $274.5K | 0.09% | −245−3.9% | Reduced |
| Requisite Capital Management, LLC | 6,087 | $275.3K | 0.09% | +106+1.8% | Added |
| Continuum Advisory, LLC | 6,091 | $275.5K | 0.05% | −115−1.9% | Reduced |
| Sargent Investment Group, LLC | 6,094 | $275.6K | 0.09% | −3,025−33.2% | Reduced |
| LVZ Advisors, Inc. | 6,177 | $279.4K | 0.04% | +520+9.2% | Added |
| Aletheian Wealth Advisors LLC | 6,183 | $279.7K | 0.24% | +6,183 | New |
| Altfest L J & Co Inc | 6,199 | $280.0K | 0.05% | −122−1.9% | Reduced |
| Clarity Financial LLC | 6,191 | $280.0K | 0.05% | +391+6.7% | Added |
| West Family Investments, Inc. | 6,207 | $280.7K | 0.10% | +6,207 | New |
| Shepherd Financial Partners LLC | 6,215 | $281.1K | 0.05% | −449−6.7% | Reduced |
| Seelaus Asset Management LLC | 6,250 | $283.0K | 0.21% | −24−0.4% | Reduced |
| MONECO Advisors, LLC | 6,260 | $283.2K | 0.10% | +6,260 | New |
| Brandywine Oak Private Wealth LLC | 6,277 | $283.9K | 0.04% | −87−1.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,285 | $284.4K | 0.18% | +416+7.1% | Added |
| MSH Capital Advisors LLC | 6,308 | $285.3K | 0.13% | −304−4.6% | Reduced |
| Icon Wealth Advisors, LLC | 6,315 | $285.6K | 0.03% | −343−5.2% | Reduced |
| Jeppson Wealth Management, LLC | 6,325 | $286.1K | 0.12% | −1,167−15.6% | Reduced |
| Twelve Points Wealth Management LLC | 6,334 | $286.5K | 0.19% | −8,351−56.9% | Reduced |
| Samalin Investment Counsel, LLC | 6,364 | $287.8K | 0.18% | −1,571−19.8% | Reduced |
| Trust Co of Toledo NA | 6,373 | $288.0K | 0.05% | −400−5.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,523 | $288.4K | 0.01% | −3,068−35.7% | Reduced |
| Main Street Financial Solutions, LLC | 6,377 | $288.9K | 0.05% | +849+15.4% | Added |
| Cowa, LLC | 6,400 | $289.5K | 0.18% | −350−5.2% | Reduced |
| Geneos Wealth Management Inc. | 6,407 | $289.8K | 0.02% | −1,341−17.3% | Reduced |
| Atlas Brown,Inc. | 6,431 | $290.9K | 0.14% | −9,433−59.5% | Reduced |
| Csenge Advisory Group | 6,435 | $291.0K | 0.02% | −1,017−13.6% | Reduced |
| CVA Family Office, LLC | 6,439 | $291.2K | 0.07% | −1,580−19.7% | Reduced |
| Carr Financial Group Corp | 6,509 | $294.4K | 0.15% | +6,509 | New |
| Family Legacy, Inc. | 5,680 | $294.8K | 0.13% | +235+4.3% | Added |
| First National Bank of Omaha | 6,539 | $296.0K | 0.02% | −5,652−46.4% | Reduced |
| Exencial Wealth Advisors, LLC | 6,551 | $296.3K | 0.02% | −876−11.8% | Reduced |
| Successful Portfolios LLC | 6,570 | $297.0K | 0.19% | −145−2.2% | Reduced |
| Fusion Capital, LLC | 6,593 | $298.2K | 0.18% | −292−4.2% | Reduced |
| Marino, Stram & Associates LLC | 6,620 | $299.4K | 0.09% | +1,313+24.7% | Added |
| Tocqueville Asset Management L.P. | 6,693 | $302.7K | 0.01% | −4,440−39.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,967 | $306.9K | 0.03% | +5,967 | New |
| 626 Financial, LLC | 6,818 | $308.4K | 0.21% | +6,818 | New |
| Triumph Capital Management | 6,824 | $308.7K | 0.17% | −1,344−16.5% | Reduced |
| Bank of Nova Scotia Trust Co | 6,839 | $309.3K | 0.03% | −209−3.0% | Reduced |
| Chapin Davis, Inc. | 6,894 | $311.8K | 0.18% | +6,894 | New |
| Resurgent Financial Advisors LLC | 6,907 | $312.4K | 0.17% | +882+14.6% | Added |
| Fukoku Mutual Life Insurance Co | 6,910 | $312.5K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6,914 | $312.7K | 0.03% | +178+2.6% | Added |
| NewEdge Wealth, LLC | 6,916 | $312.8K | 0.01% | +1,511+28.0% | Added |
| Wellington Shields Capital Management, LLC | 6,919 | $313.0K | 0.04% | +94+1.4% | Added |
| Global Retirement Partners, LLC | 6,921 | $313.0K | 0.02% | +2,199+46.6% | Added |
| Wesbanco Bank Inc | 6,949 | $314.0K | 0.01% | +1,524+28.1% | Added |
| LJI Wealth Management, LLC | 6,971 | $315.3K | 0.11% | +6,971 | New |
| Violich Capital Management, Inc. | 6,980 | $316.0K | 0.06% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,983 | $316.0K | 0.16% | +605+9.5% | Added |
| XML Financial, LLC | 6,992 | $316.2K | 0.04% | −6,491−48.1% | Reduced |
| Telemetry Investments, L.L.C. | 7,000 | $317.0K | 0.74% | −3,500−33.3% | Reduced |
| Adell Harriman & Carpenter Inc | 7,009 | $317.0K | 0.04% | −1,440−17.0% | Reduced |
| AdvisorNet Financial, Inc | 7,030 | $318.0K | 0.03% | −589−7.7% | Reduced |
| Compagnie Lombard Odier SCmA | 7,026 | $318.0K | 0.01% | +1,173+20.0% | Added |
| Glen Eagle Advisors, LLC | 7,074 | $320.0K | 0.09% | −258−3.5% | Reduced |
| Aurora Private Wealth, Inc. | 7,069 | $320.0K | 0.37% | +587+9.1% | Added |
| TrinityPoint Wealth, LLC | 7,084 | $320.4K | 0.07% | +53+0.8% | Added |
| Wall Street Access Asset Management, LLC | 7,121 | $322.1K | 0.24% | +20.0% | Added |
| Parcion Private Wealth LLC | 7,128 | $322.4K | 0.03% | +425+6.3% | Added |
| Fidelis Capital Partners, LLC | 6,806 | $323.6K | 0.38% | +6,806 | New |
| Vanguard Capital Wealth Advisors | 7,183 | $324.9K | 0.38% | +26+0.4% | Added |
| Capital Investment Advisory Services, LLC | 7,204 | $325.9K | 0.04% | +338+4.9% | Added |
| Xcel Wealth Management, LLC | 7,205 | $325.9K | 0.13% | −43−0.6% | Reduced |
| Independence Bank of Kentucky | 7,198 | $326.0K | 0.15% | −405−5.3% | Reduced |
| Summitry LLC | 7,238 | $327.4K | 0.02% | +460+6.8% | Added |
| Burke & Herbert Bank & Trust Co | 7,250 | $328.0K | 0.24% | −200−2.7% | Reduced |
| Adirondack Trust Co | 7,281 | $329.2K | 0.17% | +480+7.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,300 | $330.2K | 0.03% | +7,300 | New |
| Lakewood Asset Management LLC | 7,319 | $331.0K | 0.27% | +7,319 | New |
| Wealth Alliance | 7,324 | $331.3K | 0.06% | −5,725−43.9% | Reduced |
| Flputnam Investment Management Co | 7,368 | $333.3K | 0.01% | +901+13.9% | Added |
| RMB Capital Management, LLC | 7,369 | $333.3K | 0.01% | −1,000−11.9% | Reduced |
| Hexagon Capital Partners LLC | 7,383 | $333.9K | 0.10% | +414+5.9% | Added |
| DRW Securities, LLC | 7,398 | $335.0K | 0.07% | +7,398 | New |
| Change Path, LLC | 7,426 | $336.0K | 0.02% | +76+1.0% | Added |
| Israel Discount Bank of New York | 7,471 | $338.0K | 0.29% | −558−6.9% | Reduced |
| Nwam LLC | 7,475 | $338.1K | 0.03% | +429+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 7,478 | $339.0K | 0.05% | +1,011+15.6% | Added |
| Money Concepts Capital Corp | 7,542 | $341.1K | 0.02% | +7,292+2,916.8% | Added |
| Delta Asset Management LLC | 7,548 | $341.4K | 0.04% | −234−3.0% | Reduced |
| Thrive Wealth Management, LLC | 7,600 | $343.8K | 0.10% | +1,866+32.5% | Added |
| Aspen Wealth Strategies, LLC | 7,665 | $346.7K | 0.28% | +7,665 | New |
| BSW Wealth Partners | 7,682 | $347.0K | 0.07% | −178−2.3% | Reduced |
| Laffer Tengler Investments | 7,677 | $347.2K | 0.10% | +7,677 | New |
| Dumont & Blake Investment Advisors LLC | 7,702 | $348.0K | 0.12% | −1,170−13.2% | Reduced |
| Bridgefront Capital, LLC | 7,712 | $348.8K | 0.24% | +7,712 | New |