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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,535 | $108.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,539 | $109.0K | 0.03% | −24−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,571 | $111.0K | 0.03% | −343−17.9% | Reduced |
| Tacita Capital Inc | 1,584 | $112.0K | 0.07% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,596 | $113.0K | 0.08% | +10+0.6% | Added |
| Gemmer Asset Management LLC | 1,642 | $116.0K | 0.02% | −49−2.9% | Reduced |
| Cordant, Inc. | 1,672 | $118.0K | 0.07% | −1,671−50.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,666 | $118.0K | 0.05% | +45+2.8% | Added |
| CKW Financial Group | 1,700 | $121.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,713 | $121.0K | 0.02% | +303+21.5% | Added |
| Larson Financial Group LLC | 1,736 | $123.0K | 0.03% | +8+0.5% | Added |
| Hoey Investments, Inc | 1,760 | $125.0K | 0.04% | +1,500+576.9% | Added |
| Eagle Bay Advisors LLC | 1,767 | $128.0K | 0.10% | +1,767 | New |
| McIlrath & Eck, LLC | 1,817 | $129.0K | 0.04% | +2+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,843 | $130.0K | 0.07% | −20−1.1% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $130.0K | 0.03% | +360+32.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,875 | $133.0K | 0.09% | +1,862+14,323.1% | Added |
| Brown Brothers Harriman & Co | 1,888 | $134.0K | 0.00% | −5,876−75.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,902 | $134.0K | 0.04% | −171−8.2% | Reduced |
| Sargent Bickham Lagudis LLC | 1,910 | $135.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,912 | $136.0K | 0.01% | −2,500−56.7% | Reduced |
| Sonora Investment Management, LLC | 1,964 | $139.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,986 | $141.0K | 0.04% | −1,000−33.5% | Reduced |
| Systematic Alpha Investments, LLC | 1,961 | $143.0K | 0.01% | −709−26.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,015 | $143.0K | 0.05% | +334+19.9% | Added |
| Montag A & Associates Inc | 2,044 | $145.0K | 0.01% | +67+3.4% | Added |
| Sierra Capital LLC | 2,074 | $147.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,130 | $151.0K | 0.08% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 2,200 | $155.0K | 0.03% | −154−6.5% | Reduced |
| City Holding Co | 2,284 | $162.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,288 | $162.0K | 0.11% | +1,056+85.7% | Added |
| Heritage Wealth Advisors | 4,013 | $165.3K | 0.01% | +4,013 | New |
| Silvant Capital Management LLC | 2,386 | $169.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,423 | $171.0K | 0.10% | +2,423 | New |
| MV Capital Management, Inc. | 2,432 | $172.0K | 0.03% | +166+7.3% | Added |
| Atlas Private Wealth Advisors | 2,457 | $174.0K | 0.09% | −645−20.8% | Reduced |
| Evolution Wealth Advisors, LLC | 2,465 | $174.0K | 0.04% | +2,192+802.9% | Added |
| Adirondack Trust Co | 2,468 | $175.0K | 0.09% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,522 | $178.0K | 0.05% | +10.0% | Added |
| West Branch Capital LLC | 2,582 | $183.0K | 0.09% | −285−9.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,729 | $193.0K | 0.00% | −8,931−76.6% | Reduced |
| Standard Family Office LLC | 2,724 | $193.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,743 | $194.0K | 0.09% | +2,743 | New |
| Accel Wealth Management | 2,762 | $195.0K | 0.13% | +211+8.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,784 | $197.0K | 0.00% | −200−6.7% | Reduced |
| Bartlett & Co. LLC | 2,784 | $197.0K | 0.00% | −200−6.7% | Reduced |
| Denali Advisors LLC | 2,800 | $198.0K | 0.08% | −5,500−66.3% | Reduced |
| Caldwell Trust Co | 2,799 | $198.0K | 0.03% | +60+2.2% | Added |
| First National Corp | 3,922 | $200.0K | 0.07% | −1,374−25.9% | Reduced |
| Hayden Royal, LLC | 2,838 | $201.0K | 0.11% | −4−0.1% | Reduced |
| Northeast Financial Consultants Inc | 2,868 | $203.0K | 0.01% | 00.0% | Unchanged |
| Titus Wealth Management | 2,887 | $204.0K | 0.11% | −39−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 2,880 | $204.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,897 | $205.0K | 0.07% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,896 | $205.0K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,908 | $206.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,905 | $206.0K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,924 | $206.0K | 0.02% | +2,924 | New |
| Tuttle Tactical Management | 2,922 | $207.0K | 0.09% | −4,321−59.7% | Reduced |
| Global Retirement Partners, LLC | 2,926 | $207.0K | 0.02% | −629−17.7% | Reduced |
| Constitution Capital LLC | 2,924 | $207.0K | 0.13% | −100−3.3% | Reduced |
| Bell Bank | 2,925 | $207.0K | 0.03% | −22−0.7% | Reduced |
| CNB Bank | 2,928 | $207.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,926 | $207.0K | 0.06% | +1,050+56.0% | Added |
| Rosenberg Matthew Hamilton | 2,940 | $208.0K | 0.11% | +10.0% | Added |
| Sustainable Insight Capital Management, LLC | 2,946 | $208.0K | 0.12% | +2,946 | New |
| Claret Asset Management Corp | 2,937 | $208.0K | 0.03% | +2,937 | New |
| XR Securities LLC | 2,966 | $210.0K | 0.17% | +2,966 | New |
| Johnson Financial Group, LLC | 2,979 | $211.0K | 0.04% | +2,979 | New |
| WMS Partners, LLC | 2,999 | $212.0K | 0.03% | −10.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,144 | $213.0K | 0.06% | −1,098−25.9% | Reduced |
| Old North State Trust, LLC | 3,015 | $213.0K | 0.16% | +193+6.8% | Added |
| Beta Wealth Group, Inc. | 3,000 | $213.0K | 0.15% | +3,000 | New |
| Quantinno Capital Management LP | 3,037 | $215.0K | 0.24% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,036 | $215.0K | 0.05% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,056 | $216.0K | 0.05% | +10+0.3% | Added |
| Allegiant Private Advisors, LLC | 3,051 | $216.0K | 0.03% | +3,051 | New |
| Legacy Financial Advisors, Inc. | 3,069 | $217.0K | 0.05% | −265−7.9% | Reduced |
| Castleview Partners, LLC | 3,070 | $217.0K | 0.10% | +3,070 | New |
| Noesis Capital Mangement Corp | 3,265 | $218.0K | 0.04% | −15−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,092 | $219.0K | 0.06% | +103+3.4% | Added |
| Covenant Multifamily Offices, LLC | 3,099 | $219.0K | 0.04% | +3,099 | New |
| DRW Securities, LLC | 3,114 | $220.0K | 0.03% | +3,114 | New |
| Lavaca Capital LLC | 3,108 | $220.0K | 0.11% | +3,108 | New |
| D'Orazio & Associates, Inc. | 3,131 | $222.0K | 0.06% | +2,004+177.8% | Added |
| Arete Wealth Advisors, LLC | 6,012 | $224.0K | 0.03% | −373−5.8% | Reduced |
| Perennial Investment Advisors, LLC | 3,159 | $224.0K | 0.08% | −347−9.9% | Reduced |
| Lee Danner & Bass Inc | 3,175 | $225.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 3,200 | $226.0K | 0.01% | −19,047−85.6% | Reduced |
| Pacific Center for Financial Services | 3,189 | $226.0K | 0.10% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,191 | $226.0K | 0.03% | +339+11.9% | Added |
| Cambridge Trust Co | 3,215 | $227.0K | 0.01% | −1,570−32.8% | Reduced |
| New Jersey Better Educational Savings Trust | 3,211 | $227.0K | 0.45% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,226 | $228.0K | 0.00% | −95−2.9% | Reduced |
| RMR Wealth Builders | 3,230 | $229.0K | 0.08% | −922−22.2% | Reduced |
| Salzhauer Michael | 3,266 | $231.0K | 0.11% | −13−0.4% | Reduced |
| Ridgewood Investments LLC | 3,292 | $233.0K | 0.15% | −1,129−25.5% | Reduced |
| Gould Asset Management LLC | 3,299 | $233.0K | 0.07% | +3,299 | New |
| CWA Asset Management Group, LLC | 3,298 | $234.0K | 0.02% | −677−17.0% | Reduced |
| Stonnington Group, LLC | 3,537 | $236.0K | 0.05% | −10,500−74.8% | Reduced |