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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15,108 | $629.0K | 0.01% | +8,599+132.1% | Added |
| Northern Oak Wealth Management Inc | 13,894 | $628.4K | 0.09% | −118,664−89.5% | Reduced |
| Symmetry Partners, LLC | 13,892 | $628.0K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 13,868 | $627.2K | 0.19% | +2,079+17.6% | Added |
| Stock Yards Bank & Trust Co | 13,753 | $622.0K | 0.02% | −3,694−21.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,985 | $621.5K | 0.27% | −470−3.8% | Reduced |
| Privium Fund Management B.V. | 13,732 | $620.1K | 0.24% | +630+4.8% | Added |
| Archer Investment Corp | 13,545 | $612.6K | 0.24% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,543 | $612.5K | 0.32% | +547+4.2% | Added |
| Arnhold LLC | 13,500 | $610.6K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 13,429 | $607.4K | 0.04% | −6,314−32.0% | Reduced |
| Essex Investment Management Co LLC | 13,226 | $598.0K | 0.09% | −747−5.3% | Reduced |
| 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 |
| Centennial Bank | 13,114 | $593.1K | 0.34% | +13,114 | New |
| Gryphon Financial Partners LLC | 13,112 | $593.1K | 0.14% | −978−6.9% | Reduced |
| Fulton Bank, N.A. | 13,113 | $593.0K | 0.03% | −2,689−17.0% | Reduced |
| Tradition Wealth Management, LLC | 12,995 | $588.0K | 0.08% | −9,734−42.8% | Reduced |
| Private Advisor Group, LLC | 139,072 | $585.8K | 0.03% | −532−0.4% | Reduced |
| Perpetual Investment Management Ltd | 12,949 | $585.7K | 0.07% | +2,200+20.5% | Added |
| Chicago Partners Investment Group LLC | 11,407 | $583.2K | 0.04% | +496+4.5% | Added |
| Tempus Wealth Planning, LLC | 12,834 | $580.5K | 0.35% | −240−1.8% | Reduced |
| EP Wealth Advisors, LLC | 12,594 | $569.6K | 0.01% | −296−2.3% | Reduced |
| J.W. Cole Advisors, Inc. | 12,589 | $569.4K | 0.04% | −1,216−8.8% | Reduced |
| River Wealth Advisors LLC | 12,519 | $566.2K | 0.11% | −2,327−15.7% | Reduced |
| Intellectus Partners, LLC | 12,475 | $564.2K | 0.20% | −1,350−9.8% | Reduced |
| Great Lakes Retirement, Inc. | 12,461 | $563.6K | 0.14% | +12,461 | New |
| Commerzbank Aktiengesellschaft | 12,409 | $562.0K | 0.04% | −654−5.0% | Reduced |
| Checchi Capital Advisers, LLC | 12,405 | $561.1K | 0.06% | −1,813−12.8% | Reduced |
| Widmann Financial Services, Inc. | 12,368 | $559.4K | 0.59% | +2,805+29.3% | Added |
| Two Sigma Securities, LLC | 12,351 | $558.6K | 0.08% | −12,270−49.8% | Reduced |
| Alpha Paradigm Partners, LLC | 12,214 | $552.0K | 0.23% | +12,214 | New |
| 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 |
| Anchor Investment Management, LLC | 12,194 | $551.5K | 0.08% | −1,976−13.9% | Reduced |
| CX Institutional | 12,168 | $550.4K | 0.03% | +12,168 | New |
| Circle Wealth Management, LLC | 12,086 | $546.6K | 0.08% | +189+1.6% | Added |
| Greenfield Savings Bank | 12,034 | $544.3K | 0.36% | −128−1.1% | Reduced |
| Van Leeuwen & Company, LLC | 11,986 | $542.1K | 0.37% | −40.0% | Reduced |
| Ironwood Investment Management LLC | 11,984 | $542.0K | 0.36% | +1,315+12.3% | Added |
| Empirical Asset Management, LLC | 11,993 | $540.5K | 0.57% | +11,993 | New |
| Cumberland Advisors Inc | 11,920 | $539.1K | 0.23% | +1,500+14.4% | Added |
| First PREMIER Bank | 11,889 | $538.0K | 0.16% | −31−0.3% | Reduced |
| Rothschild Investment Corp | 11,835 | $535.0K | 0.05% | −313−2.6% | Reduced |
| Montecito Bank & Trust | 11,807 | $534.0K | 0.13% | −1,608−12.0% | Reduced |
| Certified Advisory Corp | 11,745 | $531.2K | 0.10% | −570−4.6% | Reduced |
| Trexquant Investment LP | 11,716 | $529.9K | 0.02% | −399,990−97.2% | Reduced |
| Annandale Capital, LLC | 11,701 | $529.0K | 0.17% | −106−0.9% | Reduced |
| Field & Main Bank | 11,660 | $527.3K | 0.34% | −2,200−15.9% | Reduced |
| Clarius Group, LLC | 11,658 | $527.0K | 0.05% | −2,554−18.0% | Reduced |
| Ballentine Partners, LLC | 11,615 | $525.3K | 0.02% | −5,314−31.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 11,590 | $524.2K | 0.22% | +11,590 | New |
| Hollencrest Capital Management | 11,578 | $523.7K | 0.06% | +50+0.4% | Added |
| One River Asset Management, LLC | 11,540 | $520.9K | 0.36% | +11,540 | New |
| Phoenix Holdings Ltd. | 11,524 | $520.6K | 0.01% | −1,618−12.3% | Reduced |
| Investors Research Corp | 11,491 | $519.7K | 0.14% | +250+2.2% | Added |
| Zions Bancorporation, N.A. | 11,484 | $519.4K | 0.04% | +1,061+10.2% | Added |
| Buckingham Strategic Wealth, LLC | 11,482 | $519.3K | 0.01% | −348−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 11,431 | $517.0K | 0.11% | +1,411+14.1% | Added |
| Janney Capital Management LLC | 11,350 | $513.0K | 0.04% | +3,462+43.9% | Added |
| Green Square Capital Advisors LLC | 11,340 | $512.9K | 0.07% | −29,013−71.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,320 | $512.0K | 0.12% | +11,320 | New |
| GYL Financial Synergies, LLC | 11,235 | $508.1K | 0.11% | −119−1.0% | Reduced |
| North Star Investment Management Corp. | 11,224 | $507.7K | 0.05% | −338−2.9% | Reduced |
| Mutual Advisors, LLC | 11,091 | $501.6K | 0.02% | −278−2.4% | Reduced |
| Farther Finance Advisors, LLC | 11,090 | $501.6K | 0.19% | +11,090 | New |
| AFS Financial Group, LLC | 11,084 | $501.3K | 0.36% | +11,084 | New |
| Eqis Capital Management, Inc. | 11,072 | $500.8K | 0.06% | +11,072 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 11,054 | $500.0K | 0.02% | −992−8.2% | Reduced |
| Evergreen Capital Management LLC | 11,024 | $498.6K | 0.02% | +468+4.4% | Added |
| Retirement Planning Co of New England, Inc. | 11,005 | $497.7K | 0.33% | +970+9.7% | Added |
| Keybank National Association | 10,916 | $493.7K | 0.00% | −3,304−23.2% | Reduced |
| Vise Technologies, Inc. | 10,903 | $493.1K | 0.15% | +2,139+24.4% | Added |
| Perritt Capital Management Inc | 10,902 | $493.1K | 0.28% | +869+8.7% | Added |
| Cabot Wealth Management Inc | 10,852 | $491.0K | 0.08% | +113+1.1% | Added |
| RMR Wealth Builders | 10,829 | $489.8K | 0.11% | +115+1.1% | Added |
| Capital Square, LLC | 10,796 | $488.3K | 0.44% | −1,560−12.6% | Reduced |
| SevenBridge Financial Group, LLC | 10,757 | $486.5K | 0.14% | −1,705−13.7% | Reduced |
| Tower Bridge Advisors | 10,754 | $486.4K | 0.04% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 10,738 | $486.0K | 0.18% | −5,410−33.5% | Reduced |
| Signature Wealth Management Partners, LLC | 10,744 | $486.0K | 0.48% | +572+5.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,710 | $484.4K | 0.09% | +2,668+33.2% | Added |
| Knightsbridge Asset Management, LLC | 10,687 | $483.0K | 0.09% | +111+1.0% | Added |
| Fox Run Management, L.L.C. | 10,666 | $482.4K | 0.19% | −12,319−53.6% | Reduced |
| Investors Asset Management of Georgia Inc | 10,662 | $482.3K | 0.25% | −725−6.4% | Reduced |
| Resources Investment Advisors, LLC. | 10,607 | $479.8K | 0.01% | −2,165−17.0% | Reduced |
| Great Valley Advisor Group, Inc. | 10,581 | $478.6K | 0.02% | −576−5.2% | Reduced |
| Herold Advisors, Inc. | 10,576 | $478.4K | 0.20% | +556+5.5% | Added |
| Thomas White International Ltd | 10,498 | $474.8K | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 10,368 | $468.9K | 0.15% | 00.0% | Unchanged |
| Private Capital Management, LLC | 10,330 | $467.2K | 0.06% | +5,500+113.9% | Added |
| RFG Advisory, LLC | 9,096 | $463.5K | 0.02% | −1,981−17.9% | Reduced |
| AlphaCore Capital LLC | 10,180 | $460.4K | 0.18% | +393+4.0% | Added |
| Warren Averett Asset Management, LLC | 10,180 | $460.4K | 0.03% | −1,850−15.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 10,154 | $459.3K | 0.34% | −34−0.3% | Reduced |
| 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 |
| 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 |
| Orion Capital Management LLC | 10,060 | $455.0K | 0.33% | 00.0% | Unchanged |