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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 7,758 | $350.9K | 0.10% | −826−9.6% | Reduced |
| Calton & Associates, Inc. | 7,790 | $352.4K | 0.14% | +7,790 | New |
| Mirabella Financial Services LLP | 7,800 | $352.8K | 0.03% | +7,800 | New |
| 9258 Wealth Management, LLC | 7,819 | $353.6K | 0.08% | −2,158−21.6% | Reduced |
| NorthRock Partners, LLC | 7,833 | $354.3K | 0.04% | +2,331+42.4% | Added |
| Private Trust Co NA | 7,838 | $355.0K | 0.05% | −6,197−44.2% | Reduced |
| Berkshire Bank | 7,872 | $356.1K | 0.11% | −18,537−70.2% | Reduced |
| Johnson Investment Counsel Inc | 7,876 | $356.2K | 0.00% | −1,451−15.6% | Reduced |
| Summit Financial, LLC | 7,908 | $357.7K | 0.03% | −394−4.7% | Reduced |
| Kovack Advisors, Inc. | 7,916 | $358.0K | 0.05% | −150−1.9% | Reduced |
| Hancock Whitney Corp | 7,925 | $359.0K | 0.01% | −407−4.9% | Reduced |
| Clearstead Advisors, LLC | 7,983 | $361.1K | 0.03% | −41−0.5% | Reduced |
| Focus Financial Network, Inc. | 7,993 | $361.5K | 0.03% | −1,579−16.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $361.8K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 8,030 | $363.2K | 0.04% | −499−5.9% | Reduced |
| Segall Bryant & Hamill, LLC | 8,060 | $364.0K | 0.00% | −24,368−75.1% | Reduced |
| Elmwood Wealth Management, Inc. | 8,050 | $364.1K | 0.18% | +100+1.3% | Added |
| Wedmont Private Capital | 7,696 | $364.1K | 0.05% | +365+5.0% | Added |
| First Dallas Securities Inc. | 8,060 | $365.0K | 0.22% | −172−2.1% | Reduced |
| Stephenson National Bank & Trust | 8,071 | $365.0K | 0.23% | +627+8.4% | Added |
| EPG Wealth Management LLC | 8,100 | $366.4K | 0.14% | −327−3.9% | Reduced |
| Arbor Investment Advisors, LLC | 8,133 | $367.8K | 0.08% | +8,133 | New |
| Greenland Capital Management LP | 8,138 | $368.1K | 0.07% | +8,138 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,151 | $368.7K | 0.01% | +2,075+34.2% | Added |
| Boston Common Asset Management, LLC | 8,161 | $369.0K | 0.02% | +166+2.1% | Added |
| Appleton Partners Inc | 8,233 | $372.0K | 0.04% | −4,787−36.8% | Reduced |
| WNY Asset Management, LLC | 8,225 | $372.0K | 0.10% | +1,775+27.5% | Added |
| Anchor Capital Advisors LLC | 8,280 | $374.5K | 0.01% | −1,355−14.1% | Reduced |
| Merit Financial Group, LLC | 8,324 | $376.5K | 0.01% | +1,330+19.0% | Added |
| Dorsey & Whitney Trust CO LLC | 8,061 | $378.7K | 0.04% | −2,321−22.4% | Reduced |
| Parallel Advisors, LLC | 8,381 | $379.1K | 0.02% | −967−10.3% | Reduced |
| Inceptionr LLC | 8,409 | $380.3K | 0.20% | +8,409 | New |
| Baxter Bros Inc | 8,442 | $382.0K | 0.06% | −998−10.6% | Reduced |
| ICA Group Wealth Management, LLC | 8,450 | $382.2K | 0.09% | −3,844−31.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,451 | $382.2K | 0.19% | −1,117−11.7% | Reduced |
| GenTrust, LLC | 8,461 | $382.7K | 0.03% | +3,561+72.7% | Added |
| Running Point Capital Advisors, LLC | 8,486 | $383.8K | 0.24% | +9+0.1% | Added |
| Waldron Private Wealth LLC | 9,252 | $385.0K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 8,543 | $386.4K | 0.37% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 8,556 | $387.0K | 0.06% | +8,556 | New |
| KCM Investment Advisors LLC | 8,577 | $388.0K | 0.02% | +1,806+26.7% | Added |
| Parsons Capital Management Inc | 8,582 | $388.2K | 0.03% | −21,773−71.7% | Reduced |
| Twin Focus Capital Partners, LLC | 8,604 | $389.2K | 0.08% | −1,108−11.4% | Reduced |
| Concord Wealth Partners | 8,616 | $389.7K | 0.12% | −7,209−45.6% | Reduced |
| World Equity Group, Inc. | 8,622 | $390.0K | 0.09% | −119−1.4% | Reduced |
| Waterfront Wealth Inc. | 7,523 | $390.2K | 0.13% | +10.0% | Added |
| Summit Trail Advisors, LLC | 8,649 | $391.2K | 0.02% | −1,756−16.9% | Reduced |
| Dorchester Wealth Management Co | 8,690 | $393.0K | 0.09% | −150−1.7% | Reduced |
| Arvest Trust Co N A | 8,707 | $393.8K | 0.02% | −46−0.5% | Reduced |
| Bard Financial Services, Inc. | 8,720 | $394.0K | 0.03% | −4,125−32.1% | Reduced |
| Dynamic Advisor Solutions LLC | 8,712 | $394.0K | 0.03% | +598+7.4% | Added |
| Shapiro Capital Management LLC | 8,720 | $394.4K | 0.01% | −5,800−39.9% | Reduced |
| Convergence Investment Partners, LLC | 8,743 | $395.5K | 0.23% | −27,091−75.6% | Reduced |
| CWA Asset Management Group, LLC | 8,773 | $396.8K | 0.03% | +1,736+24.7% | Added |
| Boltwood Capital Management | 8,783 | $397.3K | 0.16% | +410+4.9% | Added |
| Sentry Investment Management LLC | 8,810 | $398.0K | 0.18% | −4,340−33.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,885 | $401.9K | 0.14% | −4,206−32.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 8,888 | $402.0K | 0.34% | +8,888 | New |
| First City Capital Management, Inc. | 8,903 | $402.7K | 0.24% | −1,043−10.5% | Reduced |
| Fulcrum Capital LLC | 8,914 | $403.2K | 0.12% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 8,950 | $405.0K | 0.28% | −50−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 8,964 | $405.4K | 0.02% | −6,702−42.8% | Reduced |
| US Asset Management LLC | 8,997 | $407.0K | 0.44% | +8,997 | New |
| Cerro Pacific Wealth Advisors LLC | 9,004 | $407.3K | 0.22% | −212−2.3% | Reduced |
| Gamble Jones Investment Counsel | 9,010 | $407.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9,049 | $409.3K | 0.03% | −4,344−32.4% | Reduced |
| Ascent Group, LLC | 9,080 | $410.7K | 0.05% | +1,246+15.9% | Added |
| Brave Asset Management Inc | 9,103 | $411.7K | 0.14% | +4,000+78.4% | Added |
| Next Level Private LLC | 8,667 | $412.1K | 0.30% | +10+0.1% | Added |
| First National Bank | 9,144 | $413.6K | 0.35% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 9,144 | $413.6K | 0.26% | −270−2.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,152 | $414.0K | 0.09% | −6,671−42.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,191 | $415.7K | 0.36% | −430−4.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 9,250 | $418.4K | 0.24% | −4,000−30.2% | Reduced |
| Alterna Wealth Management, Inc | 9,282 | $419.8K | 0.47% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,300 | $420.6K | 0.60% | +1,450+18.5% | Added |
| Acorn Financial Advisory Services Inc | 9,303 | $420.8K | 0.09% | −440−4.5% | Reduced |
| XR Securities LLC | 9,309 | $421.0K | 0.50% | −11,188−54.6% | Reduced |
| Canandaigua National Corp | 9,337 | $422.0K | 0.07% | +1,132+13.8% | Added |
| Northwest Bancshares, Inc. | 9,340 | $422.4K | 0.08% | −100−1.1% | Reduced |
| Asset Dedication, LLC | 9,389 | $423.0K | 0.04% | −745−7.4% | Reduced |
| Powell Investment Advisors, LLC | 9,396 | $425.0K | 0.25% | +10+0.1% | Added |
| Mechanics Financial Corp | 9,404 | $425.0K | 0.25% | −1,420−13.1% | Reduced |
| Solitude Financial Services | 9,459 | $427.8K | 0.29% | +841+9.8% | Added |
| Fortem Financial Group, LLC | 9,481 | $428.8K | 0.25% | +775+8.9% | Added |
| Mayflower Financial Advisors, LLC | 9,492 | $429.3K | 0.06% | −1,078−10.2% | Reduced |
| Prospera Financial Services Inc | 9,521 | $430.7K | 0.02% | −57,686−85.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,537 | $431.4K | 0.02% | +1,883+24.6% | Added |
| Quadrant Capital Group LLC | 9,542 | $431.6K | 0.05% | −864−8.3% | Reduced |
| CAPROCK Group, Inc. | 9,563 | $432.5K | 0.04% | −687−6.7% | Reduced |
| BOS Asset Management, LLC | 9,586 | $433.6K | 0.39% | +9,586 | New |
| Founders Financial Alliance, LLC | 9,596 | $434.0K | 0.20% | +47+0.5% | Added |
| Wealth Quarterback LLC | 9,652 | $436.5K | 0.36% | +711+8.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,654 | $437.0K | 0.14% | +683+7.6% | Added |
| Intrust Bank NA | 9,688 | $438.2K | 0.06% | −4,113−29.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 9,766 | $441.7K | 0.24% | −400−3.9% | Reduced |
| DMG Group, LLC | 9,685 | $443.0K | 0.50% | +146+1.5% | Added |
| Allworth Financial LP | 9,819 | $444.1K | 0.00% | −465−4.5% | Reduced |
| IHT Wealth Management, LLC | 9,824 | $444.3K | 0.03% | −1,928−16.4% | Reduced |
| Trust Co of Oklahoma | 9,949 | $450.0K | 0.18% | −8,994−47.5% | Reduced |