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 |
|---|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 5,942 | $268.8K | 0.08% | −298−4.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,930 | $268.0K | 0.09% | −867−12.8% | Reduced |
| Ignite Planners, LLC | 5,150 | $267.5K | 0.11% | +5,150 | New |
| Jaffetilchin Investment Partners, LLC | 5,846 | $264.4K | 0.03% | −3,318−36.2% | Reduced |
| IFG Advisors, LLC | 5,813 | $262.9K | 0.11% | −63−1.1% | Reduced |
| Lewis Capital Management, LLC | 5,778 | $261.3K | 0.40% | −40−0.7% | Reduced |
| VELA Investment Management, LLC | 5,773 | $261.1K | 0.13% | +5,773 | New |
| David Loasby | 5,360 | $261.1K | 0.03% | +5,360 | New |
| Arkadios Wealth Advisors | 5,767 | $260.9K | 0.03% | −358−5.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,767 | $260.8K | 0.19% | +5,767 | New |
| Hodges Capital Management Inc. | 5,738 | $260.0K | 0.02% | −699−10.9% | Reduced |
| Associated Banc-Corp | 5,743 | $259.8K | 0.01% | −805−12.3% | Reduced |
| Prentice Wealth Management LLC | 5,737 | $259.5K | 0.13% | −242−4.0% | Reduced |
| VeraBank, N.A. | 5,694 | $257.5K | 0.13% | −782−12.1% | Reduced |
| Stevens Capital Management LP | 5,689 | $257.0K | 0.16% | +5,689 | New |
| STAR Financial Bank | 5,661 | $256.0K | 0.25% | +5,661 | New |
| Harbour Investments, Inc. | 5,623 | $254.3K | 0.02% | +5+0.1% | Added |
| Stratos Wealth Advisors, LLC | 5,551 | $251.1K | 0.02% | −841−13.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,535 | $250.3K | 0.04% | +1,795+48.0% | Added |
| DDD Partners, LLC | 5,533 | $250.3K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,502 | $248.9K | 0.02% | −1,503−21.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,494 | $248.5K | 0.01% | −850−13.4% | Reduced |
| Integrity Financial Corp | 5,483 | $248.0K | 0.24% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,469 | $247.4K | 0.05% | −842−13.3% | Reduced |
| Basso Capital Management, L.P. | 5,450 | $246.5K | 0.26% | +5,450 | New |
| Guyasuta Investment Advisors Inc | 5,445 | $246.3K | 0.02% | −7,400−57.6% | Reduced |
| Stonegate Investment Group, LLC | 5,440 | $246.1K | 0.01% | −5,003−47.9% | Reduced |
| One Wealth Advisors, LLC | 5,405 | $244.5K | 0.06% | −8,511−61.2% | Reduced |
| Boothbay Fund Management, LLC | 5,398 | $244.2K | 0.01% | −11,149−67.4% | Reduced |
| Wealthsource Partners, LLC | 5,382 | $243.4K | 0.02% | +20.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,343 | $241.7K | 0.02% | −1,950−26.7% | Reduced |
| Angeles Investment Advisors, LLC | 5,341 | $241.6K | 0.02% | +5,341 | New |
| Pointe Capital Management LLC | 5,323 | $241.0K | 0.19% | −234−4.2% | Reduced |
| Accurate Wealth Management, LLC | 4,992 | $240.6K | 0.09% | −712−12.5% | Reduced |
| Salzhauer Michael | 5,314 | $240.4K | 0.15% | −46,000−89.6% | Reduced |
| Beta Wealth Group, Inc. | 5,300 | $239.7K | 0.16% | +300+6.0% | Added |
| Graypoint LLC | 5,287 | $239.2K | 0.03% | −1,560−22.8% | Reduced |
| Interchange Capital Partners, LLC | 5,267 | $238.3K | 0.24% | −13,763−72.3% | Reduced |
| Jmac Enterprises LLC | 5,211 | $235.7K | 0.06% | −2,610−33.4% | Reduced |
| Private Capital Management LLC | 5,205 | $235.4K | 0.08% | −875−14.4% | Reduced |
| Deltec Asset Management LLC | 5,200 | $235.2K | 0.07% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 5,200 | $235.2K | 0.08% | +5,200 | New |
| Hayek Kallen Investment Management | 5,202 | $235.0K | 0.11% | +5,202 | New |
| Waller Financial Planning Group, Inc | 5,191 | $234.8K | 0.07% | +28+0.5% | Added |
| WBI Investments | 5,178 | $234.2K | 0.05% | −13,891−72.8% | Reduced |
| Orca Investment Management, LLC | 5,144 | $232.7K | 0.30% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,121 | $232.0K | 0.01% | −29−0.6% | Reduced |
| Round Rock Advisors, LLC | 5,115 | $231.4K | 0.09% | +300+6.2% | Added |
| SJS Investment Consulting Inc. | 5,107 | $231.0K | 0.07% | +25+0.5% | Added |
| CFM Wealth Partners LLC | 5,103 | $230.8K | 0.07% | −32−0.6% | Reduced |
| Proequities, Inc. | 5,065 | $229.1K | 0.02% | −1,019−16.7% | Reduced |
| Pinnacle Bancorp, Inc. | 5,032 | $228.0K | 0.09% | +285+6.0% | Added |
| Journey Strategic Wealth LLC | 5,030 | $227.5K | 0.03% | +172+3.5% | Added |
| First County Bank | 5,021 | $227.1K | 0.11% | +5,021 | New |
| Foster & Motley Inc | 5,019 | $227.0K | 0.02% | −1,969−28.2% | Reduced |
| JT Stratford LLC | 5,013 | $226.7K | 0.07% | +5,013 | New |
| Acrisure Capital Management, LLC | 5,002 | $226.2K | 0.25% | +5,002 | New |
| Harbor Advisors LLC | 5,000 | $226.2K | 0.06% | 00.0% | Unchanged |
| First National Bank of South Miami | 5,001 | $226.0K | 0.17% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 4,993 | $225.8K | 0.13% | −800−13.8% | Reduced |
| DuPont Capital Management Corp | 4,987 | $225.6K | 0.01% | −810−14.0% | Reduced |
| Claro Advisors LLC | 4,956 | $224.2K | 0.07% | +4,956 | New |
| Jump Financial, LLC | 4,944 | $223.6K | 0.01% | −74,963−93.8% | Reduced |
| Perennial Investment Advisors, LLC | 4,911 | $222.1K | 0.09% | −21−0.4% | Reduced |
| Grandview Asset Management LLC | 4,913 | $222.0K | 0.14% | −789−13.8% | Reduced |
| Old North State Trust, LLC | 4,901 | $222.0K | 0.15% | +195+4.1% | Added |
| Wade G W & Inc | 4,903 | $222.0K | 0.01% | +4,903 | New |
| Ethos Financial Group, LLC | 4,894 | $221.3K | 0.07% | +4,894 | New |
| Lantz Financial LLC | 4,881 | $220.8K | 0.10% | −150−3.0% | Reduced |
| Krilogy Financial LLC | 4,874 | $220.5K | 0.02% | −1,828−27.3% | Reduced |
| Telemus Capital, LLC | 4,657 | $220.3K | 0.02% | +4,657 | New |
| C2C Wealth Management, LLC | 4,420 | $218.0K | 0.04% | −125−2.8% | Reduced |
| IPG Investment Advisors LLC | 4,776 | $216.0K | 0.06% | +4,776 | New |
| Laidlaw Wealth Management LLC | 4,766 | $215.6K | 0.05% | −36−0.7% | Reduced |
| Brighton Jones LLC | 4,757 | $215.1K | 0.01% | −2,910−38.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,755 | $215.1K | 0.04% | +4,755 | New |
| MCF Advisors LLC | 4,740 | $214.4K | 0.02% | +21+0.4% | Added |
| Cladis Investment Advisory, LLC | 4,731 | $214.0K | 0.21% | −1,725−26.7% | Reduced |
| Nicolet Bankshares Inc | 9,742 | $213.3K | 0.07% | +4,711+93.6% | Added |
| Alta Advisers Ltd | 5,100 | $213.0K | 0.13% | 00.0% | Unchanged |
| Payden & Rygel | 4,700 | $213.0K | 0.01% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 4,664 | $211.0K | 0.23% | +4,664 | New |
| Sittner & Nelson, LLC | 4,647 | $210.2K | 0.13% | +300+6.9% | Added |
| Humankind Investments LLC | 4,634 | $209.6K | 0.09% | +4,634 | New |
| Apriem Advisors | 4,629 | $209.4K | 0.04% | +4,629 | New |
| Ethic Inc. | 4,619 | $208.9K | 0.01% | −774−14.4% | Reduced |
| Leuthold Group, LLC | 4,598 | $208.0K | 0.03% | +4,598 | New |
| Crewe Advisors LLC | 4,563 | $206.4K | 0.03% | −469−9.3% | Reduced |
| Hyman Charles D | 4,553 | $206.0K | 0.01% | +4,553 | New |
| LCNB Corp | 4,535 | $205.1K | 0.10% | +4,535 | New |
| Almitas Capital LLC | 4,500 | $203.5K | 0.09% | 00.0% | Unchanged |
| Gs Investments, Inc. | 4,499 | $203.5K | 0.13% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,563 | $203.0K | 0.09% | +4,563 | New |
| Peoples Bank | 4,485 | $202.9K | 0.13% | +4,485 | New |
| Landmark Financial Advisors, LLC | 4,483 | $202.8K | 0.09% | +4,483 | New |
| Keystone Financial Group | 4,483 | $202.8K | 0.04% | +4,483 | New |
| Tarbox Family Office, Inc. | 4,469 | $202.2K | 0.04% | −212−4.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,437 | $200.7K | 0.02% | +4,437 | New |
| Wallace Advisory Group, LLC | 4,429 | $200.3K | 0.16% | +4,429 | New |
| L2 Asset Management, LLC | 4,423 | $200.1K | 0.13% | −1,013−18.6% | Reduced |