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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 10,053 | $454.7K | 0.06% | −2,487−19.8% | Reduced |
| Tobam | 10,039 | $454.0K | 0.03% | −2,488−19.9% | Reduced |
| DCF Advisers, LLC | 10,000 | $452.3K | 0.35% | −65,000−86.7% | Reduced |
| Trust Co of Oklahoma | 9,949 | $450.0K | 0.18% | −8,994−47.5% | Reduced |
| IHT Wealth Management, LLC | 9,824 | $444.3K | 0.03% | −1,928−16.4% | Reduced |
| Allworth Financial LP | 9,819 | $444.1K | 0.00% | −465−4.5% | Reduced |
| DMG Group, LLC | 9,685 | $443.0K | 0.50% | +146+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 9,766 | $441.7K | 0.24% | −400−3.9% | Reduced |
| Intrust Bank NA | 9,688 | $438.2K | 0.06% | −4,113−29.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,654 | $437.0K | 0.14% | +683+7.6% | Added |
| Wealth Quarterback LLC | 9,652 | $436.5K | 0.36% | +711+8.0% | Added |
| Founders Financial Alliance, LLC | 9,596 | $434.0K | 0.20% | +47+0.5% | Added |
| BOS Asset Management, LLC | 9,586 | $433.6K | 0.39% | +9,586 | New |
| CAPROCK Group, Inc. | 9,563 | $432.5K | 0.04% | −687−6.7% | Reduced |
| Quadrant Capital Group LLC | 9,542 | $431.6K | 0.05% | −864−8.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,537 | $431.4K | 0.02% | +1,883+24.6% | Added |
| Prospera Financial Services Inc | 9,521 | $430.7K | 0.02% | −57,686−85.8% | Reduced |
| Mayflower Financial Advisors, LLC | 9,492 | $429.3K | 0.06% | −1,078−10.2% | Reduced |
| Fortem Financial Group, LLC | 9,481 | $428.8K | 0.25% | +775+8.9% | Added |
| Solitude Financial Services | 9,459 | $427.8K | 0.29% | +841+9.8% | Added |
| Mechanics Financial Corp | 9,404 | $425.0K | 0.25% | −1,420−13.1% | Reduced |
| Powell Investment Advisors, LLC | 9,396 | $425.0K | 0.25% | +10+0.1% | Added |
| Asset Dedication, LLC | 9,389 | $423.0K | 0.04% | −745−7.4% | Reduced |
| Northwest Bancshares, Inc. | 9,340 | $422.4K | 0.08% | −100−1.1% | Reduced |
| Canandaigua National Corp | 9,337 | $422.0K | 0.07% | +1,132+13.8% | Added |
| XR Securities LLC | 9,309 | $421.0K | 0.50% | −11,188−54.6% | Reduced |
| Acorn Financial Advisory Services Inc | 9,303 | $420.8K | 0.09% | −440−4.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,300 | $420.6K | 0.60% | +1,450+18.5% | Added |
| Alterna Wealth Management, Inc | 9,282 | $419.8K | 0.47% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 9,250 | $418.4K | 0.24% | −4,000−30.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,191 | $415.7K | 0.36% | −430−4.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,152 | $414.0K | 0.09% | −6,671−42.2% | Reduced |
| Silverlake Wealth Management LLC | 9,144 | $413.6K | 0.26% | −270−2.9% | Reduced |
| First National Bank | 9,144 | $413.6K | 0.35% | 00.0% | Unchanged |
| Next Level Private LLC | 8,667 | $412.1K | 0.30% | +10+0.1% | Added |
| Brave Asset Management Inc | 9,103 | $411.7K | 0.14% | +4,000+78.4% | Added |
| Ascent Group, LLC | 9,080 | $410.7K | 0.05% | +1,246+15.9% | Added |
| Johnson Financial Group, Inc. | 9,049 | $409.3K | 0.03% | −4,344−32.4% | Reduced |
| Gamble Jones Investment Counsel | 9,010 | $407.5K | 0.03% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 9,004 | $407.3K | 0.22% | −212−2.3% | Reduced |
| US Asset Management LLC | 8,997 | $407.0K | 0.44% | +8,997 | New |
| Farmers & Merchants Investments Inc | 8,964 | $405.4K | 0.02% | −6,702−42.8% | Reduced |
| Elkhorn Partners Limited Partnership | 8,950 | $405.0K | 0.28% | −50−0.6% | Reduced |
| Fulcrum Capital LLC | 8,914 | $403.2K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 8,903 | $402.7K | 0.24% | −1,043−10.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 8,888 | $402.0K | 0.34% | +8,888 | New |
| Mitchell McLeod Pugh & Williams Inc | 8,885 | $401.9K | 0.14% | −4,206−32.1% | Reduced |
| Sentry Investment Management LLC | 8,810 | $398.0K | 0.18% | −4,340−33.0% | Reduced |
| Boltwood Capital Management | 8,783 | $397.3K | 0.16% | +410+4.9% | Added |
| CWA Asset Management Group, LLC | 8,773 | $396.8K | 0.03% | +1,736+24.7% | Added |
| Convergence Investment Partners, LLC | 8,743 | $395.5K | 0.23% | −27,091−75.6% | Reduced |
| Shapiro Capital Management LLC | 8,720 | $394.4K | 0.01% | −5,800−39.9% | Reduced |
| Dynamic Advisor Solutions LLC | 8,712 | $394.0K | 0.03% | +598+7.4% | Added |
| Bard Financial Services, Inc. | 8,720 | $394.0K | 0.03% | −4,125−32.1% | Reduced |
| Arvest Trust Co N A | 8,707 | $393.8K | 0.02% | −46−0.5% | Reduced |
| Dorchester Wealth Management Co | 8,690 | $393.0K | 0.09% | −150−1.7% | Reduced |
| Summit Trail Advisors, LLC | 8,649 | $391.2K | 0.02% | −1,756−16.9% | Reduced |
| Waterfront Wealth Inc. | 7,523 | $390.2K | 0.13% | +10.0% | Added |
| World Equity Group, Inc. | 8,622 | $390.0K | 0.09% | −119−1.4% | Reduced |
| Concord Wealth Partners | 8,616 | $389.7K | 0.12% | −7,209−45.6% | Reduced |
| Twin Focus Capital Partners, LLC | 8,604 | $389.2K | 0.08% | −1,108−11.4% | Reduced |
| Parsons Capital Management Inc | 8,582 | $388.2K | 0.03% | −21,773−71.7% | Reduced |
| KCM Investment Advisors LLC | 8,577 | $388.0K | 0.02% | +1,806+26.7% | Added |
| Virtue Capital Management, LLC | 8,556 | $387.0K | 0.06% | +8,556 | New |
| Valley Brook Capital Group | 8,543 | $386.4K | 0.37% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,252 | $385.0K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 8,486 | $383.8K | 0.24% | +9+0.1% | Added |
| GenTrust, LLC | 8,461 | $382.7K | 0.03% | +3,561+72.7% | Added |
| Total Clarity Wealth Management, Inc. | 8,451 | $382.2K | 0.19% | −1,117−11.7% | Reduced |
| ICA Group Wealth Management, LLC | 8,450 | $382.2K | 0.09% | −3,844−31.3% | Reduced |
| Baxter Bros Inc | 8,442 | $382.0K | 0.06% | −998−10.6% | Reduced |
| Inceptionr LLC | 8,409 | $380.3K | 0.20% | +8,409 | New |
| Parallel Advisors, LLC | 8,381 | $379.1K | 0.02% | −967−10.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,061 | $378.7K | 0.04% | −2,321−22.4% | Reduced |
| Merit Financial Group, LLC | 8,324 | $376.5K | 0.01% | +1,330+19.0% | Added |
| Anchor Capital Advisors LLC | 8,280 | $374.5K | 0.01% | −1,355−14.1% | Reduced |
| WNY Asset Management, LLC | 8,225 | $372.0K | 0.10% | +1,775+27.5% | Added |
| Appleton Partners Inc | 8,233 | $372.0K | 0.04% | −4,787−36.8% | Reduced |
| Boston Common Asset Management, LLC | 8,161 | $369.0K | 0.02% | +166+2.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,151 | $368.7K | 0.01% | +2,075+34.2% | Added |
| Greenland Capital Management LP | 8,138 | $368.1K | 0.07% | +8,138 | New |
| Arbor Investment Advisors, LLC | 8,133 | $367.8K | 0.08% | +8,133 | New |
| EPG Wealth Management LLC | 8,100 | $366.4K | 0.14% | −327−3.9% | Reduced |
| 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 |
| Wedmont Private Capital | 7,696 | $364.1K | 0.05% | +365+5.0% | Added |
| Elmwood Wealth Management, Inc. | 8,050 | $364.1K | 0.18% | +100+1.3% | Added |
| Segall Bryant & Hamill, LLC | 8,060 | $364.0K | 0.00% | −24,368−75.1% | Reduced |
| Vicus Capital | 8,030 | $363.2K | 0.04% | −499−5.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $361.8K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,993 | $361.5K | 0.03% | −1,579−16.5% | Reduced |
| Clearstead Advisors, LLC | 7,983 | $361.1K | 0.03% | −41−0.5% | Reduced |
| Hancock Whitney Corp | 7,925 | $359.0K | 0.01% | −407−4.9% | Reduced |
| Kovack Advisors, Inc. | 7,916 | $358.0K | 0.05% | −150−1.9% | Reduced |
| Summit Financial, LLC | 7,908 | $357.7K | 0.03% | −394−4.7% | Reduced |
| Johnson Investment Counsel Inc | 7,876 | $356.2K | 0.00% | −1,451−15.6% | Reduced |
| Berkshire Bank | 7,872 | $356.1K | 0.11% | −18,537−70.2% | Reduced |
| Private Trust Co NA | 7,838 | $355.0K | 0.05% | −6,197−44.2% | Reduced |
| NorthRock Partners, LLC | 7,833 | $354.3K | 0.04% | +2,331+42.4% | Added |
| 9258 Wealth Management, LLC | 7,819 | $353.6K | 0.08% | −2,158−21.6% | Reduced |