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, Q2 2021
Institutional positions in Citigroup Inc as of Jun 30, 2021. 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
- 1,705
- +12 vs. Q1 2021
- Shares held
- 1.54B
- −32.8M (−2.1%) vs. Q1 2021
- Total value
- $109.2B
- −$5.38B (−4.7%) vs. Q1 2021
- New holders
- 141
- 739 more added
- Sold out
- 129
- 612 more reduced
20 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 2,064 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 400 | $28.0K | 0.01% | −100−20.0% | Reduced |
| Phoenix Wealth Advisors | 427 | $29.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 410 | $29.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 415 | $29.0K | 0.00% | +267+180.4% | Added |
| Tortoise Investment Management, LLC | 421 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 417 | $30.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 442 | $31.3K | 0.01% | +32+7.8% | Added |
| Sage Financial Group Inc | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 469 | $33.0K | 0.01% | −511−52.1% | Reduced |
| Ogorek Anthony Joseph | 476 | $33.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 465 | $33.0K | 0.02% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 470 | $33.0K | 0.00% | +16+3.5% | Added |
| Exchange Traded Concepts, LLC | 483 | $34.0K | 0.00% | −34,916−98.6% | Reduced |
| Princeton Global Asset Management LLC | 478 | $34.0K | 0.01% | −776−61.9% | Reduced |
| Johnson Midwest Financial, LLC | 478 | $34.0K | 0.03% | +3+0.6% | Added |
| Harvest Fund Management Co., Ltd | 496 | $35.0K | 0.00% | −464−48.3% | Reduced |
| Horrell Capital Management, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 499 | $35.0K | 0.02% | 00.0% | Unchanged |
| JBF Capital, Inc. | 500 | $35.0K | 0.01% | +500 | New |
| Cordasco Financial Network | 516 | $37.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 526 | $37.0K | 0.01% | +161+44.1% | Added |
| Resolute Partners Group | 528 | $37.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 549 | $39.0K | 0.03% | −291−34.6% | Reduced |
| Credential Qtrade Securities Inc. | 560 | $39.6K | 0.00% | +400+250.0% | Added |
| Hall Laurie J Trustee | 570 | $40.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 566 | $40.0K | 0.02% | −40,611−98.6% | Reduced |
| First Personal Financial Services | 585 | $41.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 583 | $41.0K | 0.00% | +9+1.6% | Added |
| Cranbrook Wealth Management, LLC | 595 | $42.0K | 0.01% | −325−35.3% | Reduced |
| Hudock, Inc. | 634 | $44.0K | 0.01% | +4+0.6% | Added |
| Elmwood Wealth Management, Inc. | 635 | $45.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 631 | $45.0K | 0.03% | +81+14.7% | Added |
| Monetary Management Group Inc | 645 | $46.0K | 0.01% | −91−12.4% | Reduced |
| Charter Oak Capital Management, LLC | 656 | $46.0K | 0.01% | +200+43.9% | Added |
| Parisi Gray Wealth Management | 649 | $46.0K | 0.02% | +649 | New |
| Logan Capital Management Inc | 665 | $47.0K | 0.00% | +155+30.4% | Added |
| Sound Income Strategies, LLC | 684 | $48.0K | 0.01% | −91−11.7% | Reduced |
| Rocky Mountain Advisers, LLC | 700 | $50.0K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $50.0K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 716 | $51.0K | 0.04% | +698+3,877.8% | Added |
| Arlington Partners LLC | 750 | $53.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $53.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 753 | $53.0K | 0.01% | +163+27.6% | Added |
| Acima Private Wealth, LLC | 760 | $54.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 767 | $54.0K | 0.03% | +9+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 771 | $54.0K | 0.01% | +54+7.5% | Added |
| Ellis Investment Partners, LLC | 788 | $55.0K | 0.01% | −66−7.7% | Reduced |
| KB Financial Partners, LLC | 781 | $55.0K | 0.02% | −2−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $56.6K | 0.07% | −2,255−73.8% | Reduced |
| First Financial Corp | 800 | $57.0K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 840 | $59.0K | 0.04% | +840 | New |
| Sittner & Nelson, LLC | 845 | $60.0K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 851 | $60.0K | 0.01% | +494+138.4% | Added |
| Joseph P. Lucia & Associates, LLC | 868 | $61.0K | 0.04% | −32−3.6% | Reduced |
| Bollard Group LLC | 856 | $61.0K | 0.00% | +5+0.6% | Added |
| Ellevest, Inc. | 873 | $62.0K | 0.01% | −3,080−77.9% | Reduced |
| Veracity Capital LLC | 880 | $62.0K | 0.01% | +2+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 872 | $62.0K | 0.01% | 00.0% | Unchanged |
| Motco | 883 | $62.0K | 0.00% | +540+157.4% | Added |
| JNBA Financial Advisors | 886 | $63.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 929 | $63.0K | 0.04% | +140+17.7% | Added |
| First Command Bank | 927 | $65.0K | 0.01% | −25−2.6% | Reduced |
| First Command Financial Services, Inc. | 927 | $65.0K | 0.01% | −25−2.6% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 915 | $65.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 925 | $65.0K | 0.05% | +925 | New |
| Global Trust Asset Management, LLC | 938 | $66.0K | 0.03% | 00.0% | Unchanged |
| Beck Bode, LLC | 935 | $66.0K | 0.02% | +935 | New |
| MUFG Securities EMEA plc | 978 | $69.0K | 0.00% | −328,000−99.7% | Reduced |
| Tucker Asset Management LLC | 1,000 | $70.8K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,033 | $73.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,050 | $74.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,069 | $76.0K | 0.01% | −219−17.0% | Reduced |
| TSFG, LLC | 1,071 | $76.0K | 0.03% | +26+2.5% | Added |
| Center for Financial Planning, Inc. | 1,095 | $77.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,100 | $78.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,156 | $81.0K | 0.02% | +124+12.0% | Added |
| FinTrust Capital Advisors, LLC | 1,177 | $83.0K | 0.02% | −203−14.7% | Reduced |
| Fieldpoint Private Securities, LLC | 1,135 | $83.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,205 | $85.0K | 0.07% | +1,205 | New |
| Delta Asset Management LLC | 1,219 | $86.0K | 0.01% | −300−19.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,249 | $88.0K | 0.01% | −79−5.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,240 | $88.0K | 0.05% | +250+25.3% | Added |
| Gradient Investments LLC | 1,263 | $89.0K | 0.00% | −147−10.4% | Reduced |
| S.A. Mason LLC | 1,265 | $89.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,261 | $89.0K | 0.02% | +500+65.7% | Added |
| MCF Advisors LLC | 1,255 | $89.0K | 0.01% | +1,255 | New |
| Reilly Financial Advisors, LLC | 1,266 | $90.0K | 0.01% | −153−10.8% | Reduced |
| Baystate Wealth Management LLC | 1,270 | $90.0K | 0.01% | +33+2.7% | Added |
| Institutional & Family Asset Management, LLC | 1,291 | $91.0K | 0.02% | −656−33.7% | Reduced |
| Glassman Wealth Services | 1,285 | $91.0K | 0.02% | +164+14.6% | Added |
| Ironwood Financial, llc | 1,327 | $94.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 1,342 | $95.0K | 0.03% | +9+0.7% | Added |
| Clearview Wealth Advisors LLC | 1,405 | $99.0K | 0.06% | +6+0.4% | Added |
| Barometer Capital Management Inc. | 1,445 | $101.5K | 0.02% | −40,795−96.6% | Reduced |
| Ossiam | 1,526 | $103.0K | 0.00% | −134,672−98.9% | Reduced |
| Peoples Financial Services Corp. | 1,486 | $105.0K | 0.04% | +500+50.7% | Added |
| West Paces Advisors Inc. | 1,517 | $107.3K | 0.04% | +84+5.9% | Added |