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
- 1,605
- +36 vs. Q3 2022
- Shares held
- 1.40B
- +8.34M (+0.6%) vs. Q3 2022
- Total value
- $63.4B
- +$5.15B (+8.8%) vs. Q3 2022
- New holders
- 193
- 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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 74,055 | $3.35M | 0.25% | −29,930−28.8% | Reduced |
| Vident Investment Advisory, LLC | 72,876 | $3.30M | 0.12% | +4,033+5.9% | Added |
| Congress Wealth Management LLC | 72,600 | $3.28M | 0.08% | −2,713−3.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 71,953 | $3.25M | 0.54% | −41,782−36.7% | Reduced |
| S&CO Inc | 71,428 | $3.23M | 0.28% | −3,575−4.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 71,070 | $3.21M | 1.05% | +2,689+3.9% | Added |
| King Luther Capital Management Corp | 71,042 | $3.21M | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70,632 | $3.19M | 0.13% | −2,122−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 70,499 | $3.19M | 0.16% | −1,093−1.5% | Reduced |
| Umb Bank N A | 70,274 | $3.18M | 0.05% | −21,147−23.1% | Reduced |
| Colony Group LLC | 69,505 | $3.14M | 0.04% | +35,753+105.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 69,406 | $3.14M | 0.27% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 68,411 | $3.09M | 0.13% | +700+1.0% | Added |
| D.A. Davidson & Co. | 68,402 | $3.09M | 0.04% | −13,478−16.5% | Reduced |
| Bourgeon Capital Management LLC | 68,200 | $3.08M | 0.76% | −9,350−12.1% | Reduced |
| Wedbush Securities Inc | 67,847 | $3.07M | 0.17% | +3,711+5.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 67,563 | $3.06M | 1.14% | +2,100+3.2% | Added |
| MAI Capital Management | 67,504 | $3.05M | 0.05% | −18,669−21.7% | Reduced |
| German American Bancorp, Inc. | 65,983 | $2.98M | 0.47% | −28,009−29.8% | Reduced |
| Bayesian Capital Management, LP | 65,800 | $2.98M | 0.43% | +65,800 | New |
| Cowen and Company, LLC | 65,704 | $2.97M | 0.31% | −139,240−67.9% | Reduced |
| Vestcor Inc | 65,546 | $2.96M | 0.11% | −33,308−33.7% | Reduced |
| Richard P Slaughter Associates Inc | 65,291 | $2.95M | 0.94% | +1,930+3.0% | Added |
| Capital International Ltd | 65,142 | $2.95M | 0.20% | +9,177+16.4% | Added |
| Murphy Pohlad Asset Management LLC | 64,944 | $2.94M | 1.20% | −1,660−2.5% | Reduced |
| Quantinno Capital Management LP | 64,409 | $2.91M | 0.22% | +38,438+148.0% | Added |
| Altrius Capital Management Inc | 64,263 | $2.91M | 0.91% | −311−0.5% | Reduced |
| Waycross Partners, LLC | 63,491 | $2.87M | 1.04% | +41,155+184.3% | Added |
| Northeast Financial Consultants Inc | 63,184 | $2.86M | 0.19% | +30,000+90.4% | Added |
| NEIRG Wealth Management, LLC | 63,147 | $2.86M | 0.54% | +8,370+15.3% | Added |
| Raymond James Trust N.A. | 62,988 | $2.85M | 0.10% | −2,929−4.4% | Reduced |
| Ergoteles LLC | 62,816 | $2.84M | 0.10% | +62,816 | New |
| Comerica Securities,inc. | 62,197 | $2.81M | 0.20% | +5,177+9.1% | Added |
| Pacific Global Investment Management CO | 61,989 | $2.80M | 0.62% | −4,622−6.9% | Reduced |
| National Asset Management, Inc. | 61,752 | $2.79M | 0.08% | −6,846−10.0% | Reduced |
| Gifford Fong Associates | 61,471 | $2.78M | 0.64% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 61,449 | $2.78M | 0.98% | +255+0.4% | Added |
| Interval Partners, LP | 61,112 | $2.76M | 0.22% | +61,112 | New |
| Cornercap Investment Counsel Inc | 61,063 | $2.76M | 0.48% | −5,013−7.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 60,706 | $2.75M | 0.07% | −11,227−15.6% | Reduced |
| Viewpoint Capital Management LLC | 60,621 | $2.74M | 2.65% | −181−0.3% | Reduced |
| First Interstate Bank | 60,085 | $2.72M | 0.20% | −1,908−3.1% | Reduced |
| Meritage Portfolio Management | 59,521 | $2.69M | 0.21% | +1,977+3.4% | Added |
| Advisory Resource Group | 59,118 | $2.67M | 0.79% | +8,641+17.1% | Added |
| Alpine Woods Capital Investors, LLC | 58,718 | $2.66M | 0.39% | −117−0.2% | Reduced |
| Metis Global Partners, LLC | 58,498 | $2.65M | 0.24% | +22,844+64.1% | Added |
| EULAV Asset Management | 58,000 | $2.62M | 0.11% | −9,000−13.4% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 57,695 | $2.61M | 3.69% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,435 | $2.60M | 0.04% | −8,755−13.2% | Reduced |
| FDx Advisors, Inc. | 57,252 | $2.59M | 0.11% | −12,593−18.0% | Reduced |
| Bridge Creek Capital Management LLC | 57,233 | $2.59M | 1.01% | +1,075+1.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 56,962 | $2.58M | 2.32% | −325−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 56,693 | $2.56M | 0.10% | +36,852+185.7% | Added |
| Everence Capital Management Inc | 56,686 | $2.56M | 0.22% | +10,360+22.4% | Added |
| Verition Fund Management LLC | 56,385 | $2.55M | 0.05% | −15,864−22.0% | Reduced |
| MUFG Securities EMEA plc | 56,232 | $2.54M | 0.05% | −384,810−87.3% | Reduced |
| Gotham Asset Management, LLC | 56,207 | $2.54M | 0.07% | +1,342+2.4% | Added |
| Vestmark Advisory Solutions, Inc. | 55,709 | $2.52M | 0.12% | −25,149−31.1% | Reduced |
| Valeo Financial Advisors, LLC | 55,693 | $2.52M | 0.14% | −3,655−6.2% | Reduced |
| Fiduciary Trust Co | 55,316 | $2.50M | 0.05% | −16,790−23.3% | Reduced |
| Bank of the West | 55,149 | $2.49M | 0.29% | +885+1.6% | Added |
| Assenagon Asset Management S.A. | 54,986 | $2.49M | 0.01% | −808−1.4% | Reduced |
| Cetera Advisors LLC | 54,683 | $2.47M | 0.04% | +19,259+54.4% | Added |
| Optiver Holding B.V. | 54,542 | $2.47M | 0.15% | +54,318+24,249.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 54,307 | $2.46M | 0.07% | +22,924+73.0% | Added |
| Gyon Technologies Capital Management, LP | 54,215 | $2.45M | 0.92% | +54,215 | New |
| Insight Advisors, LLC | 53,470 | $2.45M | 0.86% | +46,488+665.8% | Added |
| Elgethun Capital Management | 52,665 | $2.43M | 0.88% | −1,937−3.5% | Reduced |
| Empirical Finance, LLC | 53,773 | $2.43M | 0.25% | +4,014+8.1% | Added |
| Scott & Selber, Inc. | 53,681 | $2.43M | 1.09% | +217+0.4% | Added |
| Poehling Capital Management, LLC | 53,614 | $2.42M | 0.91% | −7,835−12.8% | Reduced |
| TD Private Client Wealth LLC | 52,787 | $2.39M | 0.11% | −13,498−20.4% | Reduced |
| Stonebridge Capital Advisors LLC | 52,110 | $2.36M | 0.28% | +823+1.6% | Added |
| Bremer Bank National Association | 52,057 | $2.35M | 0.45% | −4,617−8.1% | Reduced |
| MSD Partners, L.P. | 52,012 | $2.35M | 0.27% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 52,005 | $2.35M | 0.23% | −18,453−26.2% | Reduced |
| Regions Financial Corp | 51,673 | $2.34M | 0.02% | −10,593−17.0% | Reduced |
| Hantz Financial Services, Inc. | 51,439 | $2.33M | 0.07% | +2,198+4.5% | Added |
| SeaBridge Investment Advisors LLC | 51,406 | $2.33M | 0.83% | −5,136−9.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 51,300 | $2.32M | 0.53% | +11,140+27.7% | Added |
| Baker Tilly Wealth Management, LLC | 51,281 | $2.32M | 0.29% | −559−1.1% | Reduced |
| Bailard, Inc. | 51,234 | $2.32M | 0.09% | −826−1.6% | Reduced |
| Wasatch Advisors Inc | 51,082 | $2.31M | 0.02% | 00.0% | Unchanged |
| Bank Hapoalim BM | 51,040 | $2.31M | 0.29% | −29,133−36.3% | Reduced |
| Independent Advisor Alliance | 50,952 | $2.31M | 0.28% | −2,765−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 50,962 | $2.30M | 0.03% | −1,432−2.7% | Reduced |
| Clarity Wealth Advisors, LLC | 50,627 | $2.29M | 1.33% | −1,331−2.6% | Reduced |
| Pendal Group Limited | 50,512 | $2.28M | 0.02% | −112,217−69.0% | Reduced |
| Maltese Capital Management LLC | 50,000 | $2.26M | 0.63% | −15,000−23.1% | Reduced |
| Sowell Financial Services LLC | 49,925 | $2.26M | 0.15% | +19,618+64.7% | Added |
| Argent Trust Co | 49,907 | $2.26M | 0.15% | −15,492−23.7% | Reduced |
| Cary Street Partners Asset Management LLC | 49,849 | $2.25M | 0.46% | −33,025−39.8% | Reduced |
| Wisconsin Capital Management LLC | 49,825 | $2.25M | 1.71% | +49,825 | New |
| Advisor Partners II, LLC | 49,611 | $2.24M | 0.14% | +2,034+4.3% | Added |
| Edgemoor Investment Advisors, Inc. | 49,608 | $2.24M | 0.28% | −8,011−13.9% | Reduced |
| Sandy Spring Bank | 49,572 | $2.24M | 0.13% | −3,842−7.2% | Reduced |
| Romano Brothers and Company | 49,319 | $2.23M | 0.34% | −4,354−8.1% | Reduced |
| Alaska Permanent Fund Corp | 49,300 | $2.23M | 0.04% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 49,173 | $2.22M | 0.24% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 49,161 | $2.22M | 0.16% | +117+0.2% | Added |