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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 4,372 | $197.7K | 0.07% | −45−1.0% | Reduced |
| Loomis Sayles & Co L P | 4,328 | $196.0K | 0.00% | +4,036+1,382.2% | Added |
| Central Trust Co | 4,295 | $194.3K | 0.01% | −9,579−69.0% | Reduced |
| Raleigh Capital Management Inc. | 4,274 | $193.3K | 0.10% | +61+1.4% | Added |
| Atlantic Trust, LLC | 4,232 | $192.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 4,162 | $188.0K | 0.15% | −911−18.0% | Reduced |
| Gradient Investments LLC | 4,134 | $187.0K | 0.01% | −267−6.1% | Reduced |
| Valley National Advisers Inc | 3,775 | $183.0K | 0.03% | −7−0.2% | Reduced |
| Zullo Investment Group, Inc. | 4,034 | $182.5K | 0.11% | +7+0.2% | Added |
| Endurance Wealth Management, Inc. | 4,012 | $181.0K | 0.03% | −375−8.5% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $181.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,000 | $180.9K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 3,844 | $173.9K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,798 | $171.8K | 0.13% | −4,298−53.1% | Reduced |
| Aua Capital Management, LLC | 3,782 | $171.1K | 0.12% | +2,727+258.5% | Added |
| Caldwell Trust Co | 3,708 | $167.7K | 0.02% | −48−1.3% | Reduced |
| Chiron Investment Management, LLC | 3,682 | $166.5K | 0.04% | +3,682 | New |
| Gables Capital Management Inc. | 3,600 | $162.8K | 0.12% | +100+2.9% | Added |
| Accel Wealth Management | 3,594 | $162.6K | 0.08% | −228−6.0% | Reduced |
| Eagle Bay Advisors LLC | 3,564 | $161.2K | 0.09% | +1,208+51.3% | Added |
| Hoey Investments, Inc | 3,550 | $160.6K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,518 | $159.1K | 0.01% | −1,325−27.4% | Reduced |
| Boyd Watterson Asset Management LLC | 3,515 | $159.0K | 0.07% | +3,515 | New |
| MV Capital Management, Inc. | 3,498 | $158.2K | 0.02% | −371−9.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,447 | $155.9K | 0.09% | −65−1.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,378 | $153.0K | 0.00% | +128+3.9% | Added |
| Key Financial Inc | 3,631 | $151.3K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,308 | $150.0K | 0.03% | −531−13.8% | Reduced |
| Cohen & Steers, Inc. | 3,318 | $150.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,253 | $147.1K | 0.16% | +3,253 | New |
| Picton Mahoney Asset Management | 3,247 | $147.0K | 0.01% | +3,247 | New |
| CoreFirst Bank & Trust | 3,241 | $146.6K | 0.11% | −1,180−26.7% | Reduced |
| Founders Capital Management | 3,000 | $136.0K | 0.10% | +100+3.4% | Added |
| Duncker Streett & Co Inc | 2,982 | $134.9K | 0.03% | +4+0.1% | Added |
| Bartlett & Co. LLC | 2,953 | $134.0K | 0.00% | −308−9.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,953 | $133.6K | 0.00% | −308−9.4% | Reduced |
| Silvant Capital Management LLC | 2,906 | $131.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,878 | $130.2K | 0.00% | −11−0.4% | Reduced |
| CoreCap Advisors, LLC | 2,787 | $126.1K | 0.01% | +2,787 | New |
| Washington Trust Advisors, Inc. | 2,749 | $124.3K | 0.01% | −3,596−56.7% | Reduced |
| FNY Investment Advisers, LLC | 2,710 | $122.0K | 0.17% | +1,088+67.1% | Added |
| Harbor Investment Advisory, LLC | 2,686 | $121.5K | 0.02% | −698−20.6% | Reduced |
| Grove Bank & Trust | 2,589 | $117.0K | 0.03% | +2,589 | New |
| Ancora Advisors, LLC | 2,568 | $116.0K | 0.00% | +591+29.9% | Added |
| JFS Wealth Advisors, LLC | 2,523 | $114.1K | 0.01% | −69−2.7% | Reduced |
| Benjamin Edwards Inc | 2,484 | $112.0K | 0.03% | +161+6.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,472 | $111.8K | 0.03% | −1,500−37.8% | Reduced |
| Gleason Group, Inc. | 2,466 | $111.6K | 0.03% | −9,335−79.1% | Reduced |
| Edge Capital Group, LLC | 2,437 | $110.2K | 0.01% | −24,908−91.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,409 | $109.0K | 0.02% | −3,063−56.0% | Reduced |
| West Branch Capital LLC | 2,392 | $108.2K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,323 | $105.1K | 0.01% | +2,323 | New |
| Union Investments & Development Ltd. | 2,000 | $104.4K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,298 | $104.0K | 0.08% | +141+6.5% | Added |
| Oakworth Capital, Inc. | 2,291 | $103.6K | 0.01% | −525−18.6% | Reduced |
| Belmont Capital, LLC | 2,282 | $103.0K | 0.11% | +2,282 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,248 | $101.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 2,233 | $101.0K | 0.00% | −476−17.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,131 | $96.4K | 0.01% | −69−3.1% | Reduced |
| PFG Private Wealth Management, LLC | 2,077 | $94.0K | 0.06% | +195+10.4% | Added |
| Exos TFP Holdings LLC | 2,077 | $93.9K | 0.03% | +2,077 | New |
| Banco de Sabadell, S.A | 1,239 | $92.0K | 0.08% | 00.0% | Unchanged |
| Winmill & Co. Inc | 2,000 | $90.5K | 0.03% | −102,500−98.1% | Reduced |
| Y.D. More Investments Ltd | 2,003 | $90.3K | 0.02% | +2,003 | New |
| 3Chopt Investment Partners, LLC | 1,976 | $89.4K | 0.05% | +1,976 | New |
| FinTrust Capital Advisors, LLC | 1,970 | $89.1K | 0.02% | −1,401−41.6% | Reduced |
| Register Financial Advisors LLC | 1,957 | $88.5K | 0.06% | +1,957 | New |
| Glassman Wealth Services | 1,946 | $88.0K | 0.02% | −356−15.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,921 | $86.9K | 0.02% | −56−2.8% | Reduced |
| Sargent Bickham Lagudis LLC | 1,910 | $86.4K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,910 | $86.0K | 0.04% | −220−10.3% | Reduced |
| Monetary Management Group Inc | 1,895 | $85.7K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,860 | $84.0K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,817 | $82.2K | 0.03% | +1,817 | New |
| Rock Creek Group, LP | 1,730 | $78.2K | 0.01% | −300−14.8% | Reduced |
| CKW Financial Group | 1,700 | $77.0K | 0.01% | +200+13.3% | Added |
| Western Pacific Wealth Management, LP | 1,684 | $76.2K | 0.06% | +35+2.1% | Added |
| WFA of San Diego, LLC | 1,653 | $74.8K | 0.06% | +1,653 | New |
| Fortis Advisors, LLC | 1,650 | $74.6K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,629 | $73.7K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,607 | $72.7K | 0.01% | +930+137.4% | Added |
| Phocas Financial Corp. | 1,600 | $72.4K | 0.01% | +1,600 | New |
| Addison Advisors LLC | 1,579 | $71.4K | 0.04% | −31−1.9% | Reduced |
| Rocky Mountain Advisers, LLC | 1,550 | $70.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,487 | $67.3K | 0.02% | +6+0.4% | Added |
| JCIC Asset Management Inc. | 1,480 | $67.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 1,487 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,487 | $67.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,474 | $66.7K | 0.01% | −526−26.3% | Reduced |
| Montag A & Associates Inc | 1,458 | $65.9K | 0.00% | −400−21.5% | Reduced |
| Point72 Asset Management, L.P. | 1,454 | $65.8K | 0.00% | +1,454 | New |
| General Partner, Inc. | 1,454 | $65.8K | 0.06% | +1,454 | New |
| TCI Wealth Advisors, Inc. | 1,400 | $63.3K | 0.01% | −2,175−60.8% | Reduced |
| CenterStar Asset Management, LLC | – | $63.0K | 0.12% | – | New |
| Peoples Financial Services Corp. | 1,386 | $62.7K | 0.03% | −34−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,368 | $61.9K | 0.03% | −193−12.4% | Reduced |
| Webster Bank, N. A. | 1,342 | $61.0K | 0.01% | +806+150.4% | Added |
| Colonial Trust Co | 1,329 | $60.1K | 0.02% | +1,329 | New |
| RWM Asset Management, LLC | 1,310 | $59.2K | 0.01% | +7+0.5% | Added |
| Baystate Wealth Management LLC | 1,312 | $59.0K | 0.01% | −110−7.7% | Reduced |