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 | 2,065 | $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 |
|---|---|---|---|---|---|
| DCF Advisers, LLC | 10,000 | $452.3K | 0.35% | −65,000−86.7% | Reduced |
| Tobam | 10,039 | $454.0K | 0.03% | −2,488−19.9% | Reduced |
| Lindbrook Capital, LLC | 10,053 | $454.7K | 0.06% | −2,487−19.8% | Reduced |
| Orion Capital Management LLC | 10,060 | $455.0K | 0.33% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 10,118 | $457.7K | 0.10% | −2,116−17.3% | Reduced |
| CFO4Life, L.P. | 10,118 | $457.7K | 0.10% | +10,118 | New |
| Bryn Mawr Trust Co | 10,129 | $458.0K | 0.02% | +401+4.1% | Added |
| Fisher Asset Management, LLC | 10,128 | $458.0K | 0.00% | +2,694+36.2% | Added |
| Beaumont Asset Management, L.L.C. | 10,154 | $459.3K | 0.34% | −34−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 10,180 | $460.4K | 0.03% | −1,850−15.4% | Reduced |
| AlphaCore Capital LLC | 10,180 | $460.4K | 0.18% | +393+4.0% | Added |
| RFG Advisory, LLC | 9,096 | $463.5K | 0.02% | −1,981−17.9% | Reduced |
| Private Capital Management, LLC | 10,330 | $467.2K | 0.06% | +5,500+113.9% | Added |
| Fort Sheridan Advisors LLC | 10,368 | $468.9K | 0.15% | 00.0% | Unchanged |
| Thomas White International Ltd | 10,498 | $474.8K | 0.10% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,576 | $478.4K | 0.20% | +556+5.5% | Added |
| Great Valley Advisor Group, Inc. | 10,581 | $478.6K | 0.02% | −576−5.2% | Reduced |
| Resources Investment Advisors, LLC. | 10,607 | $479.8K | 0.01% | −2,165−17.0% | Reduced |
| Investors Asset Management of Georgia Inc | 10,662 | $482.3K | 0.25% | −725−6.4% | Reduced |
| Fox Run Management, L.L.C. | 10,666 | $482.4K | 0.19% | −12,319−53.6% | Reduced |
| Knightsbridge Asset Management, LLC | 10,687 | $483.0K | 0.09% | +111+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,710 | $484.4K | 0.09% | +2,668+33.2% | Added |
| Signature Wealth Management Partners, LLC | 10,744 | $486.0K | 0.48% | +572+5.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 10,738 | $486.0K | 0.18% | −5,410−33.5% | Reduced |
| Tower Bridge Advisors | 10,754 | $486.4K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 10,757 | $486.5K | 0.14% | −1,705−13.7% | Reduced |
| Capital Square, LLC | 10,796 | $488.3K | 0.44% | −1,560−12.6% | Reduced |
| RMR Wealth Builders | 10,829 | $489.8K | 0.11% | +115+1.1% | Added |
| Cabot Wealth Management Inc | 10,852 | $491.0K | 0.08% | +113+1.1% | Added |
| Perritt Capital Management Inc | 10,902 | $493.1K | 0.28% | +869+8.7% | Added |
| Vise Technologies, Inc. | 10,903 | $493.1K | 0.15% | +2,139+24.4% | Added |
| Keybank National Association | 10,916 | $493.7K | 0.00% | −3,304−23.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,005 | $497.7K | 0.33% | +970+9.7% | Added |
| Evergreen Capital Management LLC | 11,024 | $498.6K | 0.02% | +468+4.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,054 | $500.0K | 0.02% | −992−8.2% | Reduced |
| Eqis Capital Management, Inc. | 11,072 | $500.8K | 0.06% | +11,072 | New |
| AFS Financial Group, LLC | 11,084 | $501.3K | 0.36% | +11,084 | New |
| Farther Finance Advisors, LLC | 11,090 | $501.6K | 0.19% | +11,090 | New |
| Mutual Advisors, LLC | 11,091 | $501.6K | 0.02% | −278−2.4% | Reduced |
| North Star Investment Management Corp. | 11,224 | $507.7K | 0.05% | −338−2.9% | Reduced |
| GYL Financial Synergies, LLC | 11,235 | $508.1K | 0.11% | −119−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,320 | $512.0K | 0.12% | +11,320 | New |
| Green Square Capital Advisors LLC | 11,340 | $512.9K | 0.07% | −29,013−71.9% | Reduced |
| Janney Capital Management LLC | 11,350 | $513.0K | 0.04% | +3,462+43.9% | Added |
| Personal Cfo Solutions, LLC | 11,431 | $517.0K | 0.11% | +1,411+14.1% | Added |
| Buckingham Strategic Wealth, LLC | 11,482 | $519.3K | 0.01% | −348−2.9% | Reduced |
| Zions Bancorporation, N.A. | 11,484 | $519.4K | 0.04% | +1,061+10.2% | Added |
| Investors Research Corp | 11,491 | $519.7K | 0.14% | +250+2.2% | Added |
| Phoenix Holdings Ltd. | 11,524 | $520.6K | 0.01% | −1,618−12.3% | Reduced |
| One River Asset Management, LLC | 11,540 | $520.9K | 0.36% | +11,540 | New |
| Hollencrest Capital Management | 11,578 | $523.7K | 0.06% | +50+0.4% | Added |
| Oak Hill Wealth Advisors, LLC | 11,590 | $524.2K | 0.22% | +11,590 | New |
| Ballentine Partners, LLC | 11,615 | $525.3K | 0.02% | −5,314−31.4% | Reduced |
| Clarius Group, LLC | 11,658 | $527.0K | 0.05% | −2,554−18.0% | Reduced |
| Field & Main Bank | 11,660 | $527.3K | 0.34% | −2,200−15.9% | Reduced |
| Annandale Capital, LLC | 11,701 | $529.0K | 0.17% | −106−0.9% | Reduced |
| Trexquant Investment LP | 11,716 | $529.9K | 0.02% | −399,990−97.2% | Reduced |
| Certified Advisory Corp | 11,745 | $531.2K | 0.10% | −570−4.6% | Reduced |
| Montecito Bank & Trust | 11,807 | $534.0K | 0.13% | −1,608−12.0% | Reduced |
| Rothschild Investment Corp | 11,835 | $535.0K | 0.05% | −313−2.6% | Reduced |
| First PREMIER Bank | 11,889 | $538.0K | 0.16% | −31−0.3% | Reduced |
| Cumberland Advisors Inc | 11,920 | $539.1K | 0.23% | +1,500+14.4% | Added |
| Empirical Asset Management, LLC | 11,993 | $540.5K | 0.57% | +11,993 | New |
| Ironwood Investment Management LLC | 11,984 | $542.0K | 0.36% | +1,315+12.3% | Added |
| Van Leeuwen & Company, LLC | 11,986 | $542.1K | 0.37% | −40.0% | Reduced |
| Greenfield Savings Bank | 12,034 | $544.3K | 0.36% | −128−1.1% | Reduced |
| Circle Wealth Management, LLC | 12,086 | $546.6K | 0.08% | +189+1.6% | Added |
| CX Institutional | 12,168 | $550.4K | 0.03% | +12,168 | New |
| Anchor Investment Management, LLC | 12,194 | $551.5K | 0.08% | −1,976−13.9% | Reduced |
| Boston Financial Mangement LLC | 12,200 | $551.8K | 0.02% | +476+4.1% | Added |
| Denali Advisors LLC | 12,200 | $551.8K | 0.23% | +10,500+617.6% | Added |
| Alpha Paradigm Partners, LLC | 12,214 | $552.0K | 0.23% | +12,214 | New |
| Two Sigma Securities, LLC | 12,351 | $558.6K | 0.08% | −12,270−49.8% | Reduced |
| Widmann Financial Services, Inc. | 12,368 | $559.4K | 0.59% | +2,805+29.3% | Added |
| Checchi Capital Advisers, LLC | 12,405 | $561.1K | 0.06% | −1,813−12.8% | Reduced |
| Commerzbank Aktiengesellschaft | 12,409 | $562.0K | 0.04% | −654−5.0% | Reduced |
| Great Lakes Retirement, Inc. | 12,461 | $563.6K | 0.14% | +12,461 | New |
| Intellectus Partners, LLC | 12,475 | $564.2K | 0.20% | −1,350−9.8% | Reduced |
| River Wealth Advisors LLC | 12,519 | $566.2K | 0.11% | −2,327−15.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,589 | $569.4K | 0.04% | −1,216−8.8% | Reduced |
| EP Wealth Advisors, LLC | 12,594 | $569.6K | 0.01% | −296−2.3% | Reduced |
| Tempus Wealth Planning, LLC | 12,834 | $580.5K | 0.35% | −240−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 11,407 | $583.2K | 0.04% | +496+4.5% | Added |
| Perpetual Investment Management Ltd | 12,949 | $585.7K | 0.07% | +2,200+20.5% | Added |
| Private Advisor Group, LLC | 139,072 | $585.8K | 0.03% | −532−0.4% | Reduced |
| Tradition Wealth Management, LLC | 12,995 | $588.0K | 0.08% | −9,734−42.8% | Reduced |
| Fulton Bank, N.A. | 13,113 | $593.0K | 0.03% | −2,689−17.0% | Reduced |
| Gryphon Financial Partners LLC | 13,112 | $593.1K | 0.14% | −978−6.9% | Reduced |
| Centennial Bank | 13,114 | $593.1K | 0.34% | +13,114 | New |
| Mount Vernon Associates Inc | 13,150 | $595.0K | 0.76% | −200−1.5% | Reduced |
| Cito Capital Group, LLC | 13,151 | $595.0K | 0.33% | +151+1.2% | Added |
| Essex Investment Management Co LLC | 13,226 | $598.0K | 0.09% | −747−5.3% | Reduced |
| AIA Group Ltd | 13,429 | $607.4K | 0.04% | −6,314−32.0% | Reduced |
| Arnhold LLC | 13,500 | $610.6K | 0.07% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,543 | $612.5K | 0.32% | +547+4.2% | Added |
| Archer Investment Corp | 13,545 | $612.6K | 0.24% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 13,732 | $620.1K | 0.24% | +630+4.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,985 | $621.5K | 0.27% | −470−3.8% | Reduced |
| Stock Yards Bank & Trust Co | 13,753 | $622.0K | 0.02% | −3,694−21.2% | Reduced |
| Cooper Financial Group | 13,868 | $627.2K | 0.19% | +2,079+17.6% | Added |