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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 20,878 | $944.3K | 0.48% | −2,475−10.6% | Reduced |
| DT Investment Partners, LLC | 20,848 | $943.0K | 0.12% | −784−3.6% | Reduced |
| Martin & Co Inc | 20,813 | $941.4K | 0.25% | +425+2.1% | Added |
| Dana Investment Advisors, Inc. | 20,588 | $931.2K | 0.05% | +1,100+5.6% | Added |
| Quadrant Private Wealth Management, LLC | 20,230 | $915.0K | 0.31% | +20,230 | New |
| RVW Wealth, LLC | 20,200 | $913.6K | 0.12% | −130−0.6% | Reduced |
| BBR Partners, LLC | 20,070 | $907.8K | 0.10% | −5,000−19.9% | Reduced |
| MidWestOne Financial Group, Inc. | 19,955 | $902.6K | 0.21% | −628−3.1% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $901.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 19,884 | $899.0K | 0.50% | 00.0% | Unchanged |
| Simmons Bank | 19,631 | $887.9K | 0.08% | −3,814−16.3% | Reduced |
| Conning Inc. | 19,615 | $887.2K | 0.03% | −76−0.4% | Reduced |
| Berkeley Capital Partners, LLC | 19,475 | $880.8K | 0.34% | +1,783+10.1% | Added |
| Weil Company, Inc. | 19,424 | $878.6K | 0.40% | −768−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 19,395 | $877.2K | 0.02% | +7,178+58.8% | Added |
| Ameritas Advisory Services, LLC | 19,300 | $872.9K | 0.04% | −492−2.5% | Reduced |
| CWM, LLC | 19,003 | $860.0K | 0.01% | −1,061−5.3% | Reduced |
| Tiaa, FSB | 18,883 | $854.1K | 0.00% | −12,780−40.4% | Reduced |
| Greytown Advisors Inc. | 18,816 | $851.1K | 0.46% | −1,578−7.7% | Reduced |
| Advisors Management Group Inc | 18,791 | $850.0K | 0.32% | +1,722+10.1% | Added |
| Cim Investment Mangement Inc | 18,780 | $849.4K | 0.33% | −538−2.8% | Reduced |
| Savant Capital, LLC | 19,171 | $848.7K | 0.02% | −1,773−8.5% | Reduced |
| Old National Bancorp | 18,758 | $848.0K | 0.03% | −99−0.5% | Reduced |
| Secure Asset Management, LLC | 18,712 | $846.3K | 0.30% | +13,377+250.7% | Added |
| Brinker Capital Investments, LLC | 18,701 | $845.8K | 0.02% | −1,671−8.2% | Reduced |
| Mork Capital Management, LLC | 18,640 | $843.1K | 0.65% | +18,640 | New |
| Transcend Wealth Collective, LLC | 18,600 | $841.3K | 0.09% | −9,730−34.3% | Reduced |
| Hunter Associates Investment Management LLC | 18,530 | $841.0K | 0.20% | −50−0.3% | Reduced |
| Marathon Trading Investment Management LLC | 18,530 | $838.1K | 0.56% | +12,582+211.5% | Added |
| Essex Financial Services, Inc. | 18,471 | $835.0K | 0.09% | −2,375−11.4% | Reduced |
| Hilltop Holdings Inc. | 18,299 | $827.6K | 0.11% | −7,115−28.0% | Reduced |
| Seeyond | 18,239 | $825.0K | 0.08% | −3,830−17.4% | Reduced |
| Agf Management Ltd | 18,215 | $823.9K | 0.01% | +18,215 | New |
| Independent Financial Group, LLC | 18,011 | $814.7K | 0.07% | +6,879+61.8% | Added |
| Insigneo Advisory Services, LLC | 17,915 | $810.0K | 0.31% | +17,915 | New |
| First Business Financial Services, Inc. | 17,851 | $807.0K | 0.11% | +277+1.6% | Added |
| McDonald Partners LLC | 17,824 | $806.2K | 0.28% | +2,794+18.6% | Added |
| Marco Investment Management LLC | 17,799 | $805.0K | 0.09% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $801.4K | 0.57% | 00.0% | Unchanged |
| Resources Management Corp | 17,633 | $798.0K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 17,503 | $791.7K | 0.56% | −465−2.6% | Reduced |
| Columbia Trust Co 01012016 | 17,456 | $789.5K | 0.44% | −2,180−11.1% | Reduced |
| Triangle Securities Wealth Management | 17,445 | $789.0K | 0.29% | −2,971−14.6% | Reduced |
| Atlas Private Wealth Advisors | 17,383 | $786.2K | 0.42% | −193−1.1% | Reduced |
| DCM Advisors, LLC | 17,275 | $781.3K | 0.38% | +2,070+13.6% | Added |
| Spirit of America Management Corp | 17,200 | $778.0K | 0.17% | −8,500−33.1% | Reduced |
| HBW Advisory Services LLC | 17,159 | $776.0K | 0.21% | +17,159 | New |
| Venture Visionary Partners LLC | 17,144 | $775.4K | 0.06% | +5,521+47.5% | Added |
| Citizens & Northern Corp | 17,094 | $773.2K | 0.32% | +224+1.3% | Added |
| Guardian Investment Management | 16,980 | $768.0K | 0.73% | +650+4.0% | Added |
| Shelton Capital Management | 16,800 | $759.9K | 0.08% | −18,363−52.2% | Reduced |
| Institute for Wealth Management, LLC. | 16,759 | $758.0K | 0.16% | −9,819−36.9% | Reduced |
| Coastwise Capital Group, LLC | 16,750 | $757.6K | 0.90% | +1,040+6.6% | Added |
| XTX Topco Ltd | 16,730 | $756.7K | 0.16% | +16,730 | New |
| Orion Portfolio Solutions, LLC | 16,636 | $752.4K | 0.03% | +1,271+8.3% | Added |
| HCR Wealth Advisors | 16,601 | $750.9K | 0.16% | −3,159−16.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 16,560 | $748.0K | 0.02% | +13,119+381.3% | Added |
| HBK Sorce Advisory LLC | 16,496 | $746.0K | 0.02% | +10,197+161.9% | Added |
| White Pine Capital LLC | 16,439 | $743.5K | 0.29% | +1,192+7.8% | Added |
| Camelot Portfolios, LLC | 16,369 | $740.4K | 0.55% | +5,686+53.2% | Added |
| SeaCrest Wealth Management, LLC | 16,317 | $738.0K | 0.11% | +554+3.5% | Added |
| Equitable Trust Co | 16,310 | $737.7K | 0.06% | +6,922+73.7% | Added |
| Sterneck Capital Management, LLC | 16,234 | $734.3K | 0.49% | −4,396−21.3% | Reduced |
| Griffin Asset Management, Inc. | 15,946 | $721.2K | 0.11% | +10,678+202.7% | Added |
| Americana Partners, LLC | 15,683 | $710.0K | 0.12% | −14,491−48.0% | Reduced |
| Highline Wealth Partners LLC | 15,660 | $708.3K | 0.52% | 00.0% | Unchanged |
| NBT Bank N A | 15,640 | $707.4K | 0.10% | −801−4.9% | Reduced |
| Spire Wealth Management | 15,553 | $703.0K | 0.04% | +4,608+42.1% | Added |
| Sweet Financial Partners, LLC | 15,444 | $698.5K | 0.21% | −40.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,329 | $693.3K | 0.03% | +134+0.9% | Added |
| CSS LLC | 15,301 | $692.1K | 0.05% | +14,000+1,076.1% | Added |
| Polianta Ltd | 15,300 | $692.0K | 0.52% | +15,300 | New |
| Capital Group Investment Management Pte. Ltd. | 15,285 | $691.3K | 0.03% | +15,285 | New |
| Intrinsic Value Partners, LLC | 15,220 | $688.0K | 0.94% | −1,700−10.0% | Reduced |
| Lipe & Dalton | 15,182 | $687.0K | 0.40% | −906−5.6% | Reduced |
| Altman Advisors, Inc. | 14,071 | $685.4K | 0.42% | +1,830+14.9% | Added |
| Prelude Capital Management, LLC | 15,093 | $682.7K | 0.04% | −50,880−77.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 15,083 | $682.2K | 0.07% | −626−4.0% | Reduced |
| Kula Investments, LLC | 16,184 | $681.3K | 0.24% | +16,184 | New |
| Rehmann Capital Advisory Group | 15,060 | $681.2K | 0.07% | +618+4.3% | Added |
| Cidel Asset Management Inc | 15,000 | $678.5K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 14,996 | $678.3K | 0.17% | +513+3.5% | Added |
| CM Management, LLC | 15,000 | $678.0K | 0.81% | 00.0% | Unchanged |
| Hoylecohen, LLC | 14,974 | $677.3K | 0.07% | −3,292−18.0% | Reduced |
| Deseret Mutual Benefit Administrators | 14,851 | $671.7K | 0.28% | −10,557−41.5% | Reduced |
| Arete Wealth Advisors, LLC | 14,817 | $670.2K | 0.06% | −1,122−7.0% | Reduced |
| Coldstream Capital Management Inc | 14,816 | $670.1K | 0.02% | +14,816 | New |
| Desjardins Global Asset Management Inc. | 14,809 | $669.0K | 0.11% | −9,890−40.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,769 | $668.0K | 0.28% | −1,641−10.0% | Reduced |
| Round Hill Asset Management | 14,464 | $654.2K | 0.40% | +496+3.6% | Added |
| Credential Qtrade Securities Inc. | 14,440 | $653.1K | 0.05% | +14,040+3,510.0% | Added |
| Algert Global LLC | 14,438 | $653.0K | 0.04% | +1,832+14.5% | Added |
| Thompson Siegel & Walmsley LLC | 14,330 | $648.0K | 0.01% | −161,200−91.8% | Reduced |
| Lake Street Advisors Group, LLC | 14,240 | $644.0K | 0.04% | −1,905−11.8% | Reduced |
| Ausdal Financial Partners, Inc. | 14,230 | $643.6K | 0.09% | −380−2.6% | Reduced |
| Schnieders Capital Management LLC | 14,200 | $642.2K | 0.15% | +235+1.7% | Added |
| Manchester Capital Management LLC | 14,162 | $640.5K | 0.09% | −1,217−7.9% | Reduced |
| Cape Ann Savings Bank | 14,157 | $640.3K | 0.47% | +170+1.2% | Added |
| Gladstone Institutional Advisory LLC | 14,125 | $638.9K | 0.05% | −1,006−6.6% | Reduced |
| Washington Trust Bank | 14,009 | $634.0K | 0.07% | 00.0% | Unchanged |