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
- 1,604
- +35 vs. Q3 2022
- Shares held
- 1.40B
- +8.33M (+0.6%) vs. Q3 2022
- Total value
- $63.4B
- +$5.15B (+8.8%) vs. Q3 2022
- New holders
- 192
- 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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 13,894 | $628.4K | 0.09% | −118,664−89.5% | Reduced |
| Ronald Blue Trust, Inc. | 15,108 | $629.0K | 0.01% | +8,599+132.1% | Added |
| Washington Trust Bank | 14,009 | $634.0K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 14,125 | $638.9K | 0.05% | −1,006−6.6% | Reduced |
| Cape Ann Savings Bank | 14,157 | $640.3K | 0.47% | +170+1.2% | Added |
| Manchester Capital Management LLC | 14,162 | $640.5K | 0.09% | −1,217−7.9% | Reduced |
| Schnieders Capital Management LLC | 14,200 | $642.2K | 0.15% | +235+1.7% | Added |
| Ausdal Financial Partners, Inc. | 14,230 | $643.6K | 0.09% | −380−2.6% | Reduced |
| Lake Street Advisors Group, LLC | 14,240 | $644.0K | 0.04% | −1,905−11.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 14,330 | $648.0K | 0.01% | −161,200−91.8% | Reduced |
| Algert Global LLC | 14,438 | $653.0K | 0.04% | +1,832+14.5% | Added |
| Credential Qtrade Securities Inc. | 14,440 | $653.1K | 0.05% | +14,040+3,510.0% | Added |
| Round Hill Asset Management | 14,464 | $654.2K | 0.40% | +496+3.6% | Added |
| Kiley Juergens Wealth Management, LLC | 14,769 | $668.0K | 0.28% | −1,641−10.0% | Reduced |
| Desjardins Global Asset Management Inc. | 14,809 | $669.0K | 0.11% | −9,890−40.0% | Reduced |
| Coldstream Capital Management Inc | 14,816 | $670.1K | 0.02% | +14,816 | New |
| Arete Wealth Advisors, LLC | 14,817 | $670.2K | 0.06% | −1,122−7.0% | Reduced |
| Deseret Mutual Benefit Administrators | 14,851 | $671.7K | 0.28% | −10,557−41.5% | Reduced |
| Hoylecohen, LLC | 14,974 | $677.3K | 0.07% | −3,292−18.0% | Reduced |
| CM Management, LLC | 15,000 | $678.0K | 0.81% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 14,996 | $678.3K | 0.17% | +513+3.5% | Added |
| Cidel Asset Management Inc | 15,000 | $678.5K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 15,060 | $681.2K | 0.07% | +618+4.3% | Added |
| Kula Investments, LLC | 16,184 | $681.3K | 0.24% | +16,184 | New |
| Robertson Stephens Wealth Management, LLC | 15,083 | $682.2K | 0.07% | −626−4.0% | Reduced |
| Prelude Capital Management, LLC | 15,093 | $682.7K | 0.04% | −50,880−77.1% | Reduced |
| Altman Advisors, Inc. | 14,071 | $685.4K | 0.42% | +1,830+14.9% | Added |
| Lipe & Dalton | 15,182 | $687.0K | 0.40% | −906−5.6% | Reduced |
| Intrinsic Value Partners, LLC | 15,220 | $688.0K | 0.94% | −1,700−10.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 15,285 | $691.3K | 0.03% | +15,285 | New |
| Polianta Ltd | 15,300 | $692.0K | 0.52% | +15,300 | New |
| CSS LLC | 15,301 | $692.1K | 0.05% | +14,000+1,076.1% | Added |
| Carnegie Capital Asset Management, LLC | 15,329 | $693.3K | 0.03% | +134+0.9% | Added |
| Sweet Financial Partners, LLC | 15,444 | $698.5K | 0.21% | −40.0% | Reduced |
| Spire Wealth Management | 15,553 | $703.0K | 0.04% | +4,608+42.1% | Added |
| NBT Bank N A | 15,640 | $707.4K | 0.10% | −801−4.9% | Reduced |
| Highline Wealth Partners LLC | 15,660 | $708.3K | 0.52% | 00.0% | Unchanged |
| Americana Partners, LLC | 15,683 | $710.0K | 0.12% | −14,491−48.0% | Reduced |
| Griffin Asset Management, Inc. | 15,946 | $721.2K | 0.11% | +10,678+202.7% | Added |
| Sterneck Capital Management, LLC | 16,234 | $734.3K | 0.49% | −4,396−21.3% | Reduced |
| Equitable Trust Co | 16,310 | $737.7K | 0.06% | +6,922+73.7% | Added |
| SeaCrest Wealth Management, LLC | 16,317 | $738.0K | 0.11% | +554+3.5% | Added |
| Camelot Portfolios, LLC | 16,369 | $740.4K | 0.55% | +5,686+53.2% | Added |
| White Pine Capital LLC | 16,439 | $743.5K | 0.29% | +1,192+7.8% | Added |
| HBK Sorce Advisory LLC | 16,496 | $746.0K | 0.02% | +10,197+161.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 16,560 | $748.0K | 0.02% | +13,119+381.3% | Added |
| HCR Wealth Advisors | 16,601 | $750.9K | 0.16% | −3,159−16.0% | Reduced |
| Orion Portfolio Solutions, LLC | 16,636 | $752.4K | 0.03% | +1,271+8.3% | Added |
| XTX Topco Ltd | 16,730 | $756.7K | 0.16% | +16,730 | New |
| Coastwise Capital Group, LLC | 16,750 | $757.6K | 0.90% | +1,040+6.6% | Added |
| Institute for Wealth Management, LLC. | 16,759 | $758.0K | 0.16% | −9,819−36.9% | Reduced |
| Shelton Capital Management | 16,800 | $759.9K | 0.08% | −18,363−52.2% | Reduced |
| Guardian Investment Management | 16,980 | $768.0K | 0.73% | +650+4.0% | Added |
| Citizens & Northern Corp | 17,094 | $773.2K | 0.32% | +224+1.3% | Added |
| Venture Visionary Partners LLC | 17,144 | $775.4K | 0.06% | +5,521+47.5% | Added |
| HBW Advisory Services LLC | 17,159 | $776.0K | 0.21% | +17,159 | New |
| Spirit of America Management Corp | 17,200 | $778.0K | 0.17% | −8,500−33.1% | Reduced |
| DCM Advisors, LLC | 17,275 | $781.3K | 0.38% | +2,070+13.6% | Added |
| Atlas Private Wealth Advisors | 17,383 | $786.2K | 0.42% | −193−1.1% | Reduced |
| Triangle Securities Wealth Management | 17,445 | $789.0K | 0.29% | −2,971−14.6% | Reduced |
| Columbia Trust Co 01012016 | 17,456 | $789.5K | 0.44% | −2,180−11.1% | Reduced |
| Legacy Bridge, LLC | 17,503 | $791.7K | 0.56% | −465−2.6% | Reduced |
| Resources Management Corp | 17,633 | $798.0K | 0.13% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $801.4K | 0.57% | 00.0% | Unchanged |
| Marco Investment Management LLC | 17,799 | $805.0K | 0.09% | 00.0% | Unchanged |
| McDonald Partners LLC | 17,824 | $806.2K | 0.28% | +2,794+18.6% | Added |
| First Business Financial Services, Inc. | 17,851 | $807.0K | 0.11% | +277+1.6% | Added |
| Insigneo Advisory Services, LLC | 17,915 | $810.0K | 0.31% | +17,915 | New |
| Independent Financial Group, LLC | 18,011 | $814.7K | 0.07% | +6,879+61.8% | Added |
| Agf Management Ltd | 18,215 | $823.9K | 0.01% | +18,215 | New |
| Seeyond | 18,239 | $825.0K | 0.08% | −3,830−17.4% | Reduced |
| Hilltop Holdings Inc. | 18,299 | $827.6K | 0.11% | −7,115−28.0% | Reduced |
| Essex Financial Services, Inc. | 18,471 | $835.0K | 0.09% | −2,375−11.4% | Reduced |
| Marathon Trading Investment Management LLC | 18,530 | $838.1K | 0.56% | +12,582+211.5% | Added |
| Hunter Associates Investment Management LLC | 18,530 | $841.0K | 0.20% | −50−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 18,600 | $841.3K | 0.09% | −9,730−34.3% | Reduced |
| Mork Capital Management, LLC | 18,640 | $843.1K | 0.65% | +18,640 | New |
| Brinker Capital Investments, LLC | 18,701 | $845.8K | 0.02% | −1,671−8.2% | Reduced |
| Secure Asset Management, LLC | 18,712 | $846.3K | 0.30% | +13,377+250.7% | Added |
| Old National Bancorp | 18,758 | $848.0K | 0.03% | −99−0.5% | Reduced |
| Savant Capital, LLC | 19,171 | $848.7K | 0.02% | −1,773−8.5% | Reduced |
| Cim Investment Mangement Inc | 18,780 | $849.4K | 0.33% | −538−2.8% | Reduced |
| Advisors Management Group Inc | 18,791 | $850.0K | 0.32% | +1,722+10.1% | Added |
| Greytown Advisors Inc. | 18,816 | $851.1K | 0.46% | −1,578−7.7% | Reduced |
| Tiaa, FSB | 18,883 | $854.1K | 0.00% | −12,780−40.4% | Reduced |
| CWM, LLC | 19,003 | $860.0K | 0.01% | −1,061−5.3% | Reduced |
| Ameritas Advisory Services, LLC | 19,300 | $872.9K | 0.04% | −492−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 19,395 | $877.2K | 0.02% | +7,178+58.8% | Added |
| Weil Company, Inc. | 19,424 | $878.6K | 0.40% | −768−3.8% | Reduced |
| Berkeley Capital Partners, LLC | 19,475 | $880.8K | 0.34% | +1,783+10.1% | Added |
| Conning Inc. | 19,615 | $887.2K | 0.03% | −76−0.4% | Reduced |
| Simmons Bank | 19,631 | $887.9K | 0.08% | −3,814−16.3% | Reduced |
| Pflug Koory, LLC | 19,884 | $899.0K | 0.50% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 19,920 | $901.0K | 0.07% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,955 | $902.6K | 0.21% | −628−3.1% | Reduced |
| BBR Partners, LLC | 20,070 | $907.8K | 0.10% | −5,000−19.9% | Reduced |
| RVW Wealth, LLC | 20,200 | $913.6K | 0.12% | −130−0.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,230 | $915.0K | 0.31% | +20,230 | New |
| Dana Investment Advisors, Inc. | 20,588 | $931.2K | 0.05% | +1,100+5.6% | Added |
| Martin & Co Inc | 20,813 | $941.4K | 0.25% | +425+2.1% | Added |