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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 7,800 | $352.8K | 0.03% | +7,800 | New |
| Calton & Associates, Inc. | 7,790 | $352.4K | 0.14% | +7,790 | New |
| Parkside Financial Bank & Trust | 7,758 | $350.9K | 0.10% | −826−9.6% | Reduced |
| Bridgefront Capital, LLC | 7,712 | $348.8K | 0.24% | +7,712 | New |
| Dumont & Blake Investment Advisors LLC | 7,702 | $348.0K | 0.12% | −1,170−13.2% | Reduced |
| Laffer Tengler Investments | 7,677 | $347.2K | 0.10% | +7,677 | New |
| BSW Wealth Partners | 7,682 | $347.0K | 0.07% | −178−2.3% | Reduced |
| Aspen Wealth Strategies, LLC | 7,665 | $346.7K | 0.28% | +7,665 | New |
| Thrive Wealth Management, LLC | 7,600 | $343.8K | 0.10% | +1,866+32.5% | Added |
| Delta Asset Management LLC | 7,548 | $341.4K | 0.04% | −234−3.0% | Reduced |
| Money Concepts Capital Corp | 7,542 | $341.1K | 0.02% | +7,292+2,916.8% | Added |
| Transamerica Financial Advisors, Inc. | 7,478 | $339.0K | 0.05% | +1,011+15.6% | Added |
| Nwam LLC | 7,475 | $338.1K | 0.03% | +429+6.1% | Added |
| Israel Discount Bank of New York | 7,471 | $338.0K | 0.29% | −558−6.9% | Reduced |
| Change Path, LLC | 7,426 | $336.0K | 0.02% | +76+1.0% | Added |
| DRW Securities, LLC | 7,398 | $335.0K | 0.07% | +7,398 | New |
| Hexagon Capital Partners LLC | 7,383 | $333.9K | 0.10% | +414+5.9% | Added |
| RMB Capital Management, LLC | 7,369 | $333.3K | 0.01% | −1,000−11.9% | Reduced |
| Flputnam Investment Management Co | 7,368 | $333.3K | 0.01% | +901+13.9% | Added |
| Wealth Alliance | 7,324 | $331.3K | 0.06% | −5,725−43.9% | Reduced |
| Lakewood Asset Management LLC | 7,319 | $331.0K | 0.27% | +7,319 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,300 | $330.2K | 0.03% | +7,300 | New |
| Adirondack Trust Co | 7,281 | $329.2K | 0.17% | +480+7.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,250 | $328.0K | 0.24% | −200−2.7% | Reduced |
| Summitry LLC | 7,238 | $327.4K | 0.02% | +460+6.8% | Added |
| Independence Bank of Kentucky | 7,198 | $326.0K | 0.15% | −405−5.3% | Reduced |
| Xcel Wealth Management, LLC | 7,205 | $325.9K | 0.13% | −43−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 7,204 | $325.9K | 0.04% | +338+4.9% | Added |
| Vanguard Capital Wealth Advisors | 7,183 | $324.9K | 0.38% | +26+0.4% | Added |
| Fidelis Capital Partners, LLC | 6,806 | $323.6K | 0.38% | +6,806 | New |
| Parcion Private Wealth LLC | 7,128 | $322.4K | 0.03% | +425+6.3% | Added |
| Wall Street Access Asset Management, LLC | 7,121 | $322.1K | 0.24% | +20.0% | Added |
| TrinityPoint Wealth, LLC | 7,084 | $320.4K | 0.07% | +53+0.8% | Added |
| Aurora Private Wealth, Inc. | 7,069 | $320.0K | 0.37% | +587+9.1% | Added |
| Glen Eagle Advisors, LLC | 7,074 | $320.0K | 0.09% | −258−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 7,026 | $318.0K | 0.01% | +1,173+20.0% | Added |
| AdvisorNet Financial, Inc | 7,030 | $318.0K | 0.03% | −589−7.7% | Reduced |
| Adell Harriman & Carpenter Inc | 7,009 | $317.0K | 0.04% | −1,440−17.0% | Reduced |
| Telemetry Investments, L.L.C. | 7,000 | $317.0K | 0.74% | −3,500−33.3% | Reduced |
| XML Financial, LLC | 6,992 | $316.2K | 0.04% | −6,491−48.1% | Reduced |
| Violich Capital Management, Inc. | 6,980 | $316.0K | 0.06% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,983 | $316.0K | 0.16% | +605+9.5% | Added |
| LJI Wealth Management, LLC | 6,971 | $315.3K | 0.11% | +6,971 | New |
| Wesbanco Bank Inc | 6,949 | $314.0K | 0.01% | +1,524+28.1% | Added |
| Global Retirement Partners, LLC | 6,921 | $313.0K | 0.02% | +2,199+46.6% | Added |
| Wellington Shields Capital Management, LLC | 6,919 | $313.0K | 0.04% | +94+1.4% | Added |
| NewEdge Wealth, LLC | 6,916 | $312.8K | 0.01% | +1,511+28.0% | Added |
| Trustcore Financial Services, LLC | 6,914 | $312.7K | 0.03% | +178+2.6% | Added |
| Fukoku Mutual Life Insurance Co | 6,910 | $312.5K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,907 | $312.4K | 0.17% | +882+14.6% | Added |
| Chapin Davis, Inc. | 6,894 | $311.8K | 0.18% | +6,894 | New |
| Bank of Nova Scotia Trust Co | 6,839 | $309.3K | 0.03% | −209−3.0% | Reduced |
| Triumph Capital Management | 6,824 | $308.7K | 0.17% | −1,344−16.5% | Reduced |
| 626 Financial, LLC | 6,818 | $308.4K | 0.21% | +6,818 | New |
| Sound View Wealth Advisors Group, LLC | 5,967 | $306.9K | 0.03% | +5,967 | New |
| Tocqueville Asset Management L.P. | 6,693 | $302.7K | 0.01% | −4,440−39.9% | Reduced |
| Marino, Stram & Associates LLC | 6,620 | $299.4K | 0.09% | +1,313+24.7% | Added |
| Fusion Capital, LLC | 6,593 | $298.2K | 0.18% | −292−4.2% | Reduced |
| Successful Portfolios LLC | 6,570 | $297.0K | 0.19% | −145−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 6,551 | $296.3K | 0.02% | −876−11.8% | Reduced |
| First National Bank of Omaha | 6,539 | $296.0K | 0.02% | −5,652−46.4% | Reduced |
| Family Legacy, Inc. | 5,680 | $294.8K | 0.13% | +235+4.3% | Added |
| Carr Financial Group Corp | 6,509 | $294.4K | 0.15% | +6,509 | New |
| CVA Family Office, LLC | 6,439 | $291.2K | 0.07% | −1,580−19.7% | Reduced |
| Csenge Advisory Group | 6,435 | $291.0K | 0.02% | −1,017−13.6% | Reduced |
| Atlas Brown,Inc. | 6,431 | $290.9K | 0.14% | −9,433−59.5% | Reduced |
| Geneos Wealth Management Inc. | 6,407 | $289.8K | 0.02% | −1,341−17.3% | Reduced |
| Cowa, LLC | 6,400 | $289.5K | 0.18% | −350−5.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,377 | $288.9K | 0.05% | +849+15.4% | Added |
| Moneta Group Investment Advisors LLC | 5,523 | $288.4K | 0.01% | −3,068−35.7% | Reduced |
| Trust Co of Toledo NA | 6,373 | $288.0K | 0.05% | −400−5.9% | Reduced |
| Samalin Investment Counsel, LLC | 6,364 | $287.8K | 0.18% | −1,571−19.8% | Reduced |
| Twelve Points Wealth Management LLC | 6,334 | $286.5K | 0.19% | −8,351−56.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,325 | $286.1K | 0.12% | −1,167−15.6% | Reduced |
| Icon Wealth Advisors, LLC | 6,315 | $285.6K | 0.03% | −343−5.2% | Reduced |
| MSH Capital Advisors LLC | 6,308 | $285.3K | 0.13% | −304−4.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,285 | $284.4K | 0.18% | +416+7.1% | Added |
| Brandywine Oak Private Wealth LLC | 6,277 | $283.9K | 0.04% | −87−1.4% | Reduced |
| MONECO Advisors, LLC | 6,260 | $283.2K | 0.10% | +6,260 | New |
| Seelaus Asset Management LLC | 6,250 | $283.0K | 0.21% | −24−0.4% | Reduced |
| Shepherd Financial Partners LLC | 6,215 | $281.1K | 0.05% | −449−6.7% | Reduced |
| West Family Investments, Inc. | 6,207 | $280.7K | 0.10% | +6,207 | New |
| Clarity Financial LLC | 6,191 | $280.0K | 0.05% | +391+6.7% | Added |
| Altfest L J & Co Inc | 6,199 | $280.0K | 0.05% | −122−1.9% | Reduced |
| Aletheian Wealth Advisors LLC | 6,183 | $279.7K | 0.24% | +6,183 | New |
| LVZ Advisors, Inc. | 6,177 | $279.4K | 0.04% | +520+9.2% | Added |
| Sargent Investment Group, LLC | 6,094 | $275.6K | 0.09% | −3,025−33.2% | Reduced |
| Continuum Advisory, LLC | 6,091 | $275.5K | 0.05% | −115−1.9% | Reduced |
| Requisite Capital Management, LLC | 6,087 | $275.3K | 0.09% | +106+1.8% | Added |
| Keudell/Morrison Wealth Management | 6,069 | $274.5K | 0.09% | −245−3.9% | Reduced |
| Voya Financial Advisors, Inc. | 6,065 | $273.9K | 0.04% | −81−1.3% | Reduced |
| Richwood Investment Advisors, LLC | 6,035 | $273.0K | 0.27% | −2,195−26.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,027 | $272.6K | 0.06% | −540−8.2% | Reduced |
| Modera Wealth Management, LLC | 5,986 | $270.7K | 0.01% | +60+1.0% | Added |
| InterOcean Capital Group, LLC | 5,982 | $270.6K | 0.01% | −3,881−39.3% | Reduced |
| Callan Capital, LLC | 5,971 | $270.1K | 0.03% | +5,971 | New |
| Breakwater Capital Group | 5,971 | $270.1K | 0.14% | +5,971 | New |
| X-Square Capital, LLC | 5,960 | $270.0K | 0.15% | +101+1.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,969 | $270.0K | 0.01% | +5,969 | New |
| Western Wealth Management, LLC | 5,964 | $269.8K | 0.03% | −7,541−55.8% | Reduced |