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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Avion Wealth | 1,402 | $58.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,259 | $57.0K | 0.00% | −615−32.8% | Reduced |
| Studio Investment Management LLC | 1,150 | $52.0K | 0.02% | +25+2.2% | Added |
| Investment Research & Advisory Group, Inc. | 1,118 | $50.6K | 0.03% | −150−11.8% | Reduced |
| Ameliora Wealth Management Ltd. | 1,090 | $49.3K | 0.03% | −800−42.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,088 | $49.2K | 0.01% | −2,316−68.0% | Reduced |
| TSFG, LLC | 1,094 | $49.0K | 0.02% | −245−18.3% | Reduced |
| Park Place Capital Corp | 1,093 | $49.0K | 0.01% | +1,093 | New |
| AXS Investments LLC | 1,066 | $48.2K | 0.02% | −5,997−84.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,043 | $47.0K | 0.03% | +150+16.8% | Added |
| Versant Capital Management, Inc | 1,034 | $46.8K | 0.02% | −7−0.7% | Reduced |
| Earnest Partners LLC | 1,033 | $46.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,031 | $46.6K | 0.03% | −53−4.9% | Reduced |
| Slocum, Gordon & Co LLP | 1,000 | $45.2K | 0.03% | +1,000 | New |
| Tucker Asset Management LLC | 1,000 | $45.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,000 | $45.0K | 0.00% | −1,383,414−99.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 990 | $44.8K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 986 | $44.6K | 0.01% | +986 | New |
| AllSquare Wealth Management LLC | 967 | $43.7K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 963 | $43.5K | 0.02% | −538−35.8% | Reduced |
| Bangor Savings Bank | 968 | $43.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 944 | $42.7K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 937 | $42.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 908 | $41.0K | 0.01% | −3,250−78.2% | Reduced |
| Mascoma Wealth Management LLC | 903 | $40.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 888 | $40.1K | 0.02% | +888 | New |
| Bollard Group LLC | 890 | $40.0K | 0.00% | +7+0.8% | Added |
| Blue Bell Private Wealth Management, LLC | 868 | $39.3K | 0.01% | −545−38.6% | Reduced |
| Castleview Partners, LLC | 865 | $39.1K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 862 | $39.0K | 0.01% | +503+140.1% | Added |
| Colonial Trust Advisors | 801 | $36.2K | 0.00% | +801 | New |
| GHP Investment Advisors, Inc. | 796 | $36.0K | 0.00% | +1+0.1% | Added |
| Kozak & Associates, Inc. | 800 | $36.0K | 0.02% | −3,426−81.1% | Reduced |
| Norwood Financial Corp | 794 | $35.9K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 790 | $35.7K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 790 | $35.7K | 0.00% | +25+3.3% | Added |
| BOK Financial Private Wealth, Inc. | 787 | $35.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 795 | $35.3K | 0.02% | −1,080−57.6% | Reduced |
| Dividend Assets Capital, LLC | 745 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 721 | $32.6K | 0.01% | −173−19.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 719 | $32.5K | 0.02% | +719 | New |
| West Paces Advisors Inc. | 705 | $31.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 685 | $31.0K | 0.00% | −1,122−62.1% | Reduced |
| S.A. Mason LLC | 658 | $29.8K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 635 | $29.0K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 639 | $28.9K | 0.01% | +639 | New |
| JNBA Financial Advisors | 628 | $28.4K | 0.00% | −257−29.0% | Reduced |
| South State Corp. | 625 | $28.3K | 0.00% | −259−29.3% | Reduced |
| Sutton Wealth Advisors Inc. | 611 | $27.6K | 0.01% | −325−34.7% | Reduced |
| Bell Investment Advisors, Inc | 604 | $27.3K | 0.01% | +253+72.1% | Added |
| First Community Trust NA | 605 | $27.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 605 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 601 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 596 | $27.0K | 0.00% | −341−36.4% | Reduced |
| Cranbrook Wealth Management, LLC | 595 | $26.9K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 576 | $26.0K | 0.02% | +6+1.1% | Added |
| Hall Laurie J Trustee | 570 | $26.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 574 | $26.0K | 0.00% | −139,300−99.6% | Reduced |
| MB, Levis & Associates, LLC | 573 | $25.9K | 0.02% | +573 | New |
| Baker Avenue Asset Management, LP | 556 | $25.1K | 0.00% | +556 | New |
| Financial Management Professionals, Inc. | 545 | $25.0K | 0.01% | −292−34.9% | Reduced |
| Financial Perspectives, Inc | 546 | $24.7K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 546 | $24.7K | 0.00% | +546 | New |
| Horizons Wealth Management | 537 | $24.0K | 0.02% | +207+62.7% | Added |
| City Holding Co | 525 | $23.7K | 0.00% | −652−55.4% | Reduced |
| Cornerstone Planning Group LLC | 478 | $23.6K | 0.01% | +478 | New |
| Oliver Lagore Vanvalin Investment Group | 520 | $23.5K | 0.01% | +305+141.9% | Added |
| Horrell Capital Management, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 517 | $23.0K | 0.08% | +5+1.0% | Added |
| Hillsdale Investment Management Inc. | 505 | $22.8K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 505 | $22.8K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $22.6K | 0.00% | −10−2.0% | Reduced |
| Antonetti Capital Management LLC | 500 | $22.6K | 0.03% | +100+25.0% | Added |
| Global Trust Asset Management, LLC | 497 | $22.5K | 0.01% | −250−33.5% | Reduced |
| Corrado Advisors, LLC | 490 | $22.2K | 0.02% | +490 | New |
| Citizens National Bank Trust Department | 490 | $22.0K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 472 | $21.4K | 0.01% | +472 | New |
| Coston, McIsaac & Partners | 467 | $21.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 462 | $20.9K | 0.00% | +462 | New |
| Raffa Wealth Management, LLC | 451 | $20.4K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 450 | $20.4K | 0.01% | −700−60.9% | Reduced |
| Piershale Financial Group, Inc. | 450 | $20.4K | 0.02% | +450 | New |
| Freedom Wealth Alliance, LLC | 444 | $20.1K | 0.03% | +444 | New |
| Tompkins Financial Corp | 447 | $20.0K | 0.00% | +3+0.7% | Added |
| Arcus Capital Partners, LLC | 441 | $19.9K | 0.01% | +441 | New |
| BerganKDV Wealth Management, LLC | 434 | $19.6K | 0.00% | −18−4.0% | Reduced |
| Tortoise Investment Management, LLC | 431 | $19.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 427 | $19.0K | 0.00% | −537−55.7% | Reduced |
| Capital Management Associates | 414 | $18.7K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 414 | $18.7K | 0.00% | −400−49.1% | Reduced |
| Bellwether Advisors, LLC | 410 | $18.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 392 | $17.7K | 0.00% | +232+145.0% | Added |
| Capital Directions Investment Advisors, LLC | 370 | $16.7K | 0.01% | +370 | Added |
| Glass Jacobson Investment Advisors llc | 369 | $16.7K | 0.01% | +369 | New |
| Plante Moran Financial Advisors, LLC | 368 | $16.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 363 | $16.4K | 0.00% | −52−12.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 348 | $16.0K | 0.00% | +348 | New |
| RFP Financial Group LLC | 353 | $16.0K | 0.01% | +353 | New |
| Jackson, Grant Investment Advisers, Inc. | 344 | $15.6K | 0.01% | −422−55.1% | Reduced |
| New England Capital Financial Advisors LLC | 291 | $14.9K | 0.01% | +291 | New |