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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 20,848 | $943.0K | 0.12% | −784−3.6% | Reduced |
| Norway Savings Bank | 20,878 | $944.3K | 0.48% | −2,475−10.6% | Reduced |
| Wealthcare Advisory Partners LLC | 20,880 | $944.4K | 0.05% | −1,731−7.7% | Reduced |
| Golden Green, Inc. | 20,899 | $945.3K | 0.98% | +20,899 | New |
| Insight Inv LLC | 21,030 | $951.2K | 0.96% | +1,505+7.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,032 | $951.3K | 0.11% | −43−0.2% | Reduced |
| Smith, Salley & Associates | 21,081 | $953.4K | 0.08% | −5,699−21.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 21,109 | $954.8K | 0.25% | +100+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 21,134 | $955.9K | 0.37% | +2,491+13.4% | Added |
| Sendero Wealth Management, LLC | 21,182 | $958.1K | 0.34% | +166+0.8% | Added |
| Barry Investment Advisors, LLC | 21,220 | $959.8K | 0.30% | +8,051+61.1% | Added |
| Naviter Wealth, LLC | 18,729 | $963.0K | 0.26% | +2,370+14.5% | Added |
| Fund Management at Engine No. 1 LLC | 21,323 | $964.4K | 0.24% | +2,703+14.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 21,328 | $964.7K | 0.14% | −534−2.4% | Reduced |
| Cresset Asset Management, LLC | 30,464 | $976.4K | 0.01% | −8,872−22.6% | Reduced |
| American State Bank (Iowa) | 21,645 | $979.0K | 0.76% | +825+4.0% | Added |
| Intrua Financial, LLC | 20,020 | $988.4K | 0.23% | +4,181+26.4% | Added |
| Duff & Phelps Investment Management Co | 21,895 | $990.3K | 0.01% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 21,908 | $991.0K | 2.62% | +21,908 | New |
| Williams Jones Wealth Management, LLC. | 22,198 | $1.00M | 0.02% | −5,625−20.2% | Reduced |
| First Hawaiian Bank | 22,345 | $1.01M | 0.04% | −2,439−9.8% | Reduced |
| FineMark National Bank & Trust | 22,532 | $1.02M | 0.05% | −3,495−13.4% | Reduced |
| KMG Fiduciary Partners, LLC | 22,540 | $1.02M | 0.17% | +1,324+6.2% | Added |
| Sawtooth Solutions, LLC | 22,640 | $1.02M | 0.14% | −3,287−12.7% | Reduced |
| Washington Capital Management Inc | 22,965 | $1.04M | 0.96% | −80−0.3% | Reduced |
| Culbertson A N & Co Inc | 23,039 | $1.04M | 0.22% | −1,040−4.3% | Reduced |
| Icapital Wealth LLC | 23,117 | $1.05M | 0.81% | −2,702−10.5% | Reduced |
| Larson Financial Group LLC | 23,135 | $1.05M | 0.13% | −600−2.5% | Reduced |
| GFG Capital, LLC | 23,307 | $1.05M | 0.24% | −774−3.2% | Reduced |
| HB Wealth Management, LLC | 23,312 | $1.05M | 0.02% | +2,231+10.6% | Added |
| Oarsman Capital, Inc. | 23,354 | $1.06M | 0.54% | −845−3.5% | Reduced |
| Greenleaf Trust | 23,375 | $1.06M | 0.01% | +1,819+8.4% | Added |
| Carson Advisory Inc. | 23,403 | $1.06M | 1.02% | +3,571+18.0% | Added |
| Coastal Investment Advisors, Inc. | 23,412 | $1.06M | 0.26% | +728+3.2% | Added |
| Lincoln National Corp | 23,423 | $1.06M | 0.02% | +1,116+5.0% | Added |
| Forum Financial Management, LP | 23,597 | $1.07M | 0.04% | +60+0.3% | Added |
| Kingsview Wealth Management, LLC | 23,750 | $1.07M | 0.05% | +227+1.0% | Added |
| Somerset Trust Co | 23,961 | $1.08M | 0.45% | −415−1.7% | Reduced |
| Cigna Investments Inc | 24,002 | $1.08M | 0.23% | +88+0.4% | Added |
| Andra AP-fonden | 24,000 | $1.09M | 0.03% | +24,000 | New |
| PSI Advisors, LLC | 24,061 | $1.09M | 0.58% | −816−3.3% | Reduced |
| 44 Wealth Management LLC | 24,257 | $1.10M | 0.38% | −3,208−11.7% | Reduced |
| Brown Brothers Harriman & Co | 24,307 | $1.10M | 0.01% | −2,119−8.0% | Reduced |
| Meitav Dash Investments Ltd | 24,315 | $1.10M | 0.02% | +2,166+9.8% | Added |
| Kornitzer Capital Management Inc | 24,430 | $1.10M | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 24,470 | $1.11M | 0.07% | −300−1.2% | Reduced |
| Wellington Shields & Co., LLC | 24,628 | $1.11M | 0.25% | −1,567−6.0% | Reduced |
| Perigon Wealth Management, LLC | 24,652 | $1.12M | 0.07% | +4,175+20.4% | Added |
| Stratos Wealth Partners, LTD. | 24,767 | $1.12M | 0.03% | −1,763−6.6% | Reduced |
| Schechter Investment Advisors, LLC | 24,912 | $1.13M | 0.10% | −6,244−20.0% | Reduced |
| Empowered Funds, LLC | 24,956 | $1.13M | 0.07% | +4,918+24.5% | Added |
| Jacobi Capital Management LLC | 25,036 | $1.13M | 0.14% | −3,214−11.4% | Reduced |
| First National Trust Co | 25,084 | $1.13M | 0.06% | +208+0.8% | Added |
| Compass Wealth Management LLC | 25,095 | $1.14M | 0.37% | +25,095 | New |
| Consilium Wealth Advisory, LLC | 25,236 | $1.14M | 0.97% | −7,656−23.3% | Reduced |
| Navis Wealth Advisors, LLC | 25,243 | $1.14M | 1.62% | −5,366−17.5% | Reduced |
| Regent Investment Management LLC | 25,341 | $1.15M | 0.31% | −9,766−27.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 25,427 | $1.15M | 0.14% | 00.0% | Unchanged |
| Sippican Capital Advisors | 25,522 | $1.15M | 1.10% | +5,763+29.2% | Added |
| Sterling Investment Management, Inc. | 25,685 | $1.16M | 0.93% | −1,882−6.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 25,766 | $1.17M | 0.64% | −9,564−27.1% | Reduced |
| Pinnacle Holdings, LLC | 25,814 | $1.17M | 0.52% | −55−0.2% | Reduced |
| InTrack Investment Management Inc | 25,861 | $1.17M | 1.17% | +776+3.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 26,100 | $1.18M | 0.49% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 26,205 | $1.19M | 0.34% | −336−1.3% | Reduced |
| Moors & Cabot, Inc. | 26,217 | $1.19M | 0.08% | −4,214−13.8% | Reduced |
| Thoroughbred Financial Services, LLC | 26,234 | $1.19M | 0.19% | +96+0.4% | Added |
| We Are One Seven, LLC | 26,440 | $1.20M | 0.12% | −30.0% | Reduced |
| Boyar Asset Management Inc. | 26,472 | $1.20M | 0.98% | −200−0.7% | Reduced |
| Huntington National Bank | 26,498 | $1.20M | 0.01% | −813−3.0% | Reduced |
| Trust Asset Management LLC | 26,543 | $1.20M | 0.15% | 00.0% | Unchanged |
| E&G Advisors, LP | 26,545 | $1.20M | 0.45% | −3,500−11.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,579 | $1.20M | 0.09% | −1,934−6.8% | Reduced |
| Transatlantique Private Wealth LLC | 26,677 | $1.21M | 0.72% | +5,252+24.5% | Added |
| Pathstone Family Office, LLC | 34,835 | $1.21M | 0.02% | +13,564+63.8% | Added |
| Continental Advisors LLC | 26,782 | $1.21M | 1.15% | −20,000−42.8% | Reduced |
| Mastrapasqua Asset Management Inc | 26,820 | $1.21M | 0.16% | −2,175−7.5% | Reduced |
| Qtron Investments LLC | 26,824 | $1.21M | 0.25% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 27,029 | $1.22M | 0.25% | +992+3.8% | Added |
| Sigma Planning Corp | 27,179 | $1.23M | 0.04% | −19,482−41.8% | Reduced |
| Ameritas Investment Partners, Inc. | 23,706 | $1.23M | 0.05% | −216−0.9% | Reduced |
| Am Investment Strategies LLC | 27,336 | $1.24M | 0.44% | +53+0.2% | Added |
| Signaturefd, LLC | 27,346 | $1.24M | 0.04% | +5,899+27.5% | Added |
| DoubleLine ETF Adviser LP | 27,354 | $1.24M | 0.63% | +27,354 | New |
| M Holdings Securities, Inc. | 27,477 | $1.24M | 0.13% | −2,692−8.9% | Reduced |
| Veriti Management LLC | 27,549 | $1.25M | 0.17% | −8,196−22.9% | Reduced |
| Mystic Asset Management, Inc. | 27,645 | $1.25M | 0.71% | +2,585+10.3% | Added |
| Meeder Advisory Services, Inc. | 27,713 | $1.25M | 0.16% | +27,713 | New |
| Granite Investment Partners, LLC | 27,976 | $1.27M | 0.05% | −12,967−31.7% | Reduced |
| Regal Investment Advisors LLC | 28,409 | $1.28M | 0.12% | −5,937−17.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 29,323 | $1.32M | 0.11% | −557−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 29,249 | $1.33M | 0.11% | +6,010+25.9% | Added |
| SRN Advisors, LLC | 29,443 | $1.33M | 1.32% | −3,480−10.6% | Reduced |
| Meridian Investment Counsel Inc. | 29,493 | $1.33M | 0.53% | −545−1.8% | Reduced |
| DFPG Investments, LLC | 27,412 | $1.34M | 0.22% | −881−3.1% | Reduced |
| Lynch Asset Management, Inc. | 29,600 | $1.34M | 1.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 29,645 | $1.34M | 0.02% | +12,916+77.2% | Added |
| Cullen/Frost Bankers, Inc. | 29,720 | $1.34M | 0.03% | −9,484−24.2% | Reduced |
| Prudent Man Advisors, LLC | 29,934 | $1.35M | 0.55% | +3,393+12.8% | Added |
| Shay Capital LLC | 30,000 | $1.36M | 0.83% | +30,000 | New |