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 |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors, Inc | 46,013 | $2.22M | 1.01% | +10,586+29.9% | Added |
| Capital International Sarl | 48,924 | $2.21M | 0.16% | +12,223+33.3% | Added |
| Lincluden Management Ltd | 48,436 | $2.19M | 0.26% | −331−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 48,175 | $2.18M | 0.09% | +92+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 48,140 | $2.18M | 0.65% | +913+1.9% | Added |
| Miracle Mile Advisors, LLC | 48,098 | $2.18M | 0.07% | +1,498+3.2% | Added |
| Boston Private Wealth LLC | 47,789 | $2.16M | 0.03% | −38,737−44.8% | Reduced |
| Teza Capital Management LLC | 47,663 | $2.16M | 0.41% | −79,978−62.7% | Reduced |
| Edgestream Partners, L.P. | 47,201 | $2.13M | 0.24% | +47,201 | New |
| Ashton Thomas Private Wealth, LLC | 47,199 | $2.13M | 0.21% | −15,264−24.4% | Reduced |
| Beach Investment Counsel Inc | 47,087 | $2.13M | 0.27% | −10,800−18.7% | Reduced |
| Roanoke Asset Management Corp | 46,752 | $2.12M | 0.96% | −5,491−10.5% | Reduced |
| HM Payson & Co | 46,489 | $2.10M | 0.05% | −10,404−18.3% | Reduced |
| Advisory Services Network, LLC | 46,080 | $2.08M | 0.06% | +465+1.0% | Added |
| GWM Advisors LLC | 80,064 | $2.08M | 0.06% | +3,375+4.4% | Added |
| Massachusetts Wealth Management | 39,815 | $2.08M | 2.01% | +39,815 | New |
| Clear Street Markets LLC | 45,858 | $2.07M | 0.42% | −141,042−75.5% | Reduced |
| Clare Market Investments LLC | 45,692 | $2.07M | 0.97% | −3,941−7.9% | Reduced |
| Moody National Bank Trust Division | 45,391 | $2.05M | 0.18% | −2,830−5.9% | Reduced |
| Jennison Associates LLC | 45,119 | $2.04M | 0.00% | −879,084−95.1% | Reduced |
| Siemens Fonds Invest GmbH | 45,101 | $2.04M | 0.20% | −1,268−2.7% | Reduced |
| Longfellow Investment Management Co LLC | 45,027 | $2.04M | 0.46% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 44,918 | $2.03M | 0.00% | +8,597+23.7% | Added |
| Verdence Capital Advisors LLC | 44,769 | $2.02M | 0.25% | −51,967−53.7% | Reduced |
| Boenning & Scattergood, Inc. | 37,696 | $2.01M | 0.32% | −6,602−14.9% | Reduced |
| SYSTM Wealth Solutions LLC | 44,355 | $2.01M | 0.25% | +44,355 | New |
| Legato Capital Management LLC | 44,245 | $2.00M | 0.38% | +44,245 | New |
| Courier Capital LLC | 44,156 | $2.00M | 0.23% | −711−1.6% | Reduced |
| Columbia Asset Management | 43,886 | $1.99M | 0.49% | −725−1.6% | Reduced |
| Focused Wealth Management, Inc | 43,387 | $1.96M | 0.40% | +5,912+15.8% | Added |
| Parsec Financial Management, Inc. | 43,363 | $1.96M | 0.09% | −26,872−38.3% | Reduced |
| Shell Asset Management Co | 43,224 | $1.96M | 0.09% | −8,910−17.1% | Reduced |
| Freestone Capital Holdings, LLC | 43,108 | $1.95M | 0.09% | −3,855−8.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 42,764 | $1.93M | 0.04% | −6,200−12.7% | Reduced |
| Kestra Private Wealth Services, LLC | 42,667 | $1.93M | 0.10% | −15,127−26.2% | Reduced |
| Balentine LLC | 42,591 | $1.93M | 0.07% | +13,409+45.9% | Added |
| Tower Research Capital LLC (TRC) | 42,533 | $1.92M | 0.08% | −142,814−77.1% | Reduced |
| Selway Asset Management | 42,417 | $1.92M | 1.01% | 00.0% | Unchanged |
| Veritable, L.P. | 42,229 | $1.91M | 0.03% | −9,366−18.2% | Reduced |
| CapWealth Advisors, LLC | 41,851 | $1.89M | 0.22% | +375+0.9% | Added |
| Apollon Wealth Management, LLC | 41,262 | $1.87M | 0.13% | −2,858−6.5% | Reduced |
| Diversified Trust Co | 41,253 | $1.87M | 0.08% | +16,459+66.4% | Added |
| Wharton Business Group, LLC | 40,733 | $1.84M | 0.11% | +1,360+3.5% | Added |
| Wetherby Asset Management Inc | 40,586 | $1.84M | 0.12% | −4,337−9.7% | Reduced |
| Toroso Investments, LLC | 40,443 | $1.83M | 0.07% | −11,065−21.5% | Reduced |
| Zeke Capital Advisors, LLC | 40,323 | $1.82M | 0.12% | −398−1.0% | Reduced |
| Cozad Asset Management Inc | 40,160 | $1.82M | 0.26% | −17,960−30.9% | Reduced |
| Jones Financial Companies LLLP | 40,129 | $1.81M | 0.00% | −2,177−5.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 39,960 | $1.81M | 0.53% | −3,906−8.9% | Reduced |
| Ritholtz Wealth Management | 39,900 | $1.80M | 0.10% | −7,171−15.2% | Reduced |
| Quaker Capital Investments, LLC | 39,450 | $1.78M | 0.77% | −9,430−19.3% | Reduced |
| Cohen Investment Advisors LLC | 39,027 | $1.77M | 1.47% | +1,246+3.3% | Added |
| Sumitomo Life Insurance Co | 39,015 | $1.76M | 0.13% | −784−2.0% | Reduced |
| Bokf, NA | 38,637 | $1.75M | 0.03% | −32,141−45.4% | Reduced |
| IFP Advisors, Inc | 32,621 | $1.71M | 0.05% | −19,183−37.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,862 | $1.71M | 0.25% | +10,216+37.0% | Added |
| Chiron Capital Management, LLC | 37,657 | $1.70M | 1.18% | +100+0.3% | Added |
| Opus Investment Management Inc | 37,500 | $1.70M | 0.60% | −37,500−50.0% | Reduced |
| Armstrong Shaw Associates Inc | 37,198 | $1.68M | 1.67% | +3,672+11.0% | Added |
| SOL Capital Management CO | 37,125 | $1.68M | 0.30% | −1,850−4.7% | Reduced |
| Profund Advisors LLC | 37,033 | $1.68M | 0.11% | +2,363+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 37,004 | $1.67M | 0.07% | −108,841−74.6% | Reduced |
| CIBC Private Wealth Group, LLC | 50,720 | $1.67M | 0.01% | −1,842−3.5% | Reduced |
| Snowden Capital Advisors LLC | 36,716 | $1.66M | 0.07% | −14,826−28.8% | Reduced |
| Manhattan West Asset Management, LLC | 36,492 | $1.65M | 0.84% | +205+0.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 36,000 | $1.63M | 0.26% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 35,756 | $1.62M | 0.24% | −328−0.9% | Reduced |
| Chicago Trust Co NA | 35,409 | $1.60M | 0.40% | −5,326−13.1% | Reduced |
| Summit X, LLC | 34,677 | $1.59M | 0.46% | −830−2.3% | Reduced |
| Park Avenue Securities LLC | 35,240 | $1.59M | 0.03% | +440+1.3% | Added |
| Belpointe Asset Management LLC | 43,579 | $1.59M | 0.10% | +2,638+6.4% | Added |
| Ieq Capital, LLC | 34,510 | $1.56M | 0.04% | −21,477−38.4% | Reduced |
| Graham Capital Management, L.P. | 34,320 | $1.55M | 0.06% | +14,029+69.1% | Added |
| Horizon Investments, LLC | 34,611 | $1.55M | 0.04% | +15,633+82.4% | Added |
| Lido Advisors, LLC | 34,203 | $1.55M | 0.03% | +14,310+71.9% | Added |
| Winch Advisory Services, LLC | 34,194 | $1.55M | 0.66% | −1,548−4.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 37,515 | $1.53M | 0.15% | −1,938−4.9% | Reduced |
| Tandem Capital Management Corp | 33,646 | $1.52M | 1.20% | +1,300+4.0% | Added |
| Quantamental Technologies LLC | 33,620 | $1.52M | 0.69% | +3,612+12.0% | Added |
| Game Creek Capital, LP | 33,500 | $1.52M | 0.97% | −1,250−3.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 33,255 | $1.50M | 0.62% | −27,046−44.9% | Reduced |
| Birmingham Capital Management Co Inc | 32,955 | $1.49M | 0.57% | +1,300+4.1% | Added |
| YHB Investment Advisors, Inc. | 32,811 | $1.48M | 0.16% | −37,648−53.4% | Reduced |
| WFA Asset Management Corp | 32,643 | $1.48M | 0.97% | +32,152+6,548.3% | Added |
| Altrafin AG | 32,200 | $1.46M | 0.85% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 32,076 | $1.45M | 0.20% | −2,032−6.0% | Reduced |
| Lakeview Capital Partners, LLC | 27,963 | $1.45M | 0.46% | −639−2.2% | Reduced |
| Equitable Holdings, Inc. | 31,727 | $1.44M | 0.02% | −3,014−8.7% | Reduced |
| Intact Investment Management Inc. | 31,700 | $1.43M | 0.06% | +6,600+26.3% | Added |
| Ridgewood Investments LLC | 31,245 | $1.41M | 1.02% | +4,883+18.5% | Added |
| Buckingham Capital Management, Inc. | 31,213 | $1.41M | 0.25% | −3,731−10.7% | Reduced |
| Abundance Wealth Counselors | 30,984 | $1.40M | 0.38% | −1,883−5.7% | Reduced |
| Sunbelt Securities, Inc. | 30,782 | $1.39M | 0.27% | −6,128−16.6% | Reduced |
| Centaurus Financial, Inc. | 30,744 | $1.39M | 0.13% | −8,941−22.5% | Reduced |
| IMA Wealth, Inc. | 30,645 | $1.39M | 0.37% | −20,653−40.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,467 | $1.38M | 0.11% | +1,585+5.5% | Added |
| Capital International Inc | 30,386 | $1.37M | 0.03% | +2,517+9.0% | Added |
| Savior LLC | 30,317 | $1.37M | 1.23% | +2,830+10.3% | Added |
| Flagship Harbor Advisors, LLC | 30,154 | $1.36M | 0.14% | −2,027−6.3% | Reduced |
| Wintrust Investments LLC | 30,084 | $1.36M | 0.18% | +5,131+20.6% | Added |