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 |
|---|---|---|---|---|---|
| Truadvice, LLC | 3,492 | $237.0K | 0.05% | +3,492 | New |
| Zions Bancorporation, N.A. | 3,357 | $238.0K | 0.02% | −1,010−23.1% | Reduced |
| Garrison Point Advisors, LLC | 3,370 | $238.0K | 0.17% | 00.0% | Unchanged |
| GFS Advisors, LLC | 3,373 | $239.0K | 0.05% | −6,247−64.9% | Reduced |
| Camelot Portfolios, LLC | 3,385 | $239.0K | 0.10% | −1,093−24.4% | Reduced |
| Clear Creek Financial Management, LLC | 3,377 | $239.0K | 0.04% | +3,377 | New |
| Koss-Olinger Consulting, LLC | 3,388 | $240.0K | 0.04% | −805−19.2% | Reduced |
| SG3 Management, LLC | 3,400 | $241.0K | 0.10% | −7,800−69.6% | Reduced |
| Wealth Quarterback LLC | 3,420 | $242.0K | 0.15% | +3,420 | New |
| Sound View Wealth Advisors Group, LLC | 3,438 | $243.0K | 0.05% | +2+0.1% | Added |
| Voya Financial Advisors, Inc. | 3,509 | $245.0K | 0.03% | −14,102−80.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,462 | $245.0K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,476 | $245.0K | 0.13% | +210+6.4% | Added |
| Evoke Wealth, LLC | 3,462 | $245.0K | 0.01% | +444+14.7% | Added |
| Advisor Resource Council | 3,464 | $245.0K | 0.03% | +3,464 | New |
| David Loasby | 3,473 | $246.0K | 0.03% | +301+9.5% | Added |
| Resource Management, LLC | 3,490 | $247.0K | 0.03% | −100−2.8% | Reduced |
| Financial Counselors Inc | 3,506 | $248.0K | 0.01% | −106−2.9% | Reduced |
| Sightline Wealth Advisors, LLC | 3,528 | $250.0K | 0.21% | +22+0.6% | Added |
| Gilbert & Cook, Inc. | 3,533 | $250.0K | 0.05% | +106+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 3,550 | $251.0K | 0.11% | +3,550 | New |
| Gitterman Wealth Management, LLC | 3,562 | $252.0K | 0.20% | −931−20.7% | Reduced |
| BLB&B Advisors, LLC | 3,562 | $252.0K | 0.02% | +3,562 | New |
| Ropes Wealth Advisors LLC | 3,557 | $252.0K | 0.04% | +3,557 | New |
| Warther Private Wealth, LLC | 3,544 | $252.0K | 0.24% | +3,544 | New |
| Parcion Private Wealth LLC | 3,575 | $253.0K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,579 | $253.2K | 0.03% | 00.0% | Unchanged |
| Bel Air Investment Advisors LLC | 3,586 | $254.0K | 0.01% | −7,137−66.6% | Reduced |
| Bard Financial Services, Inc. | 3,595 | $254.0K | 0.02% | +250+7.5% | Added |
| CPWM, LLC | 3,624 | $256.0K | 0.02% | −16,629−82.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,620 | $256.0K | 0.20% | +3+0.1% | Added |
| Landmark Financial Advisors, LLC | 3,630 | $257.0K | 0.12% | +107+3.0% | Added |
| Gables Capital Management Inc. | 3,650 | $258.0K | 0.18% | −4,572−55.6% | Reduced |
| Lakeview Capital Partners, LLC | 3,642 | $258.0K | 0.11% | −2,736−42.9% | Reduced |
| 1832 Asset Management L.P. | 3,656 | $259.0K | 0.00% | −587−13.8% | Reduced |
| Pinnacle Bancorp, Inc. | 3,688 | $261.0K | 0.12% | +337+10.1% | Added |
| QVR LLC | 3,697 | $262.0K | 0.67% | +3,148+573.4% | Added |
| A.R.T. Advisors, LLC | 3,725 | $264.0K | 11.45% | −9,400−71.6% | Reduced |
| New England Investment & Retirement Group, Inc. | 3,729 | $264.0K | 0.06% | +3,729 | New |
| LVZ Advisors, Inc. | 3,749 | $265.0K | 0.04% | +261+7.5% | Added |
| Stokes Family Office, LLC | 3,742 | $265.0K | 0.04% | +715+23.6% | Added |
| Cornerstone Wealth Group, LLC | 4,080 | $266.0K | 0.05% | −96,711−96.0% | Reduced |
| Sepio Capital, LP | 3,755 | $266.0K | 0.02% | −125−3.2% | Reduced |
| Naples Global Advisors, LLC | 3,766 | $266.0K | 0.04% | 00.0% | Unchanged |
| Highland Private Wealth Management | 3,752 | $266.0K | 0.04% | +372+11.0% | Added |
| Lafayette Investments, Inc. | 3,761 | $266.0K | 0.07% | +3,761 | New |
| Griffin Asset Management, Inc. | 3,772 | $267.0K | 0.03% | −543−12.6% | Reduced |
| Red Door Wealth Management, LLC | 3,774 | $267.0K | 0.10% | +3,774 | New |
| Private Capital Group, LLC | 3,785 | $268.0K | 0.06% | +350+10.2% | Added |
| Phocas Financial Corp. | 3,857 | $272.0K | 0.03% | +300+8.4% | Added |
| West Chester Capital Advisors, Inc | 3,855 | $273.0K | 0.21% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,877 | $274.0K | 0.13% | +540+16.2% | Added |
| First Dallas Securities Inc. | 3,875 | $274.0K | 0.18% | +3,875 | New |
| Park National Corp | 3,882 | $275.0K | 0.01% | −598−13.3% | Reduced |
| Atlas Capital Advisors LLC | 3,900 | $275.9K | 0.05% | +3,400+680.0% | Added |
| Graypoint LLC | 3,921 | $277.0K | 0.04% | +665+20.4% | Added |
| Joel Isaacson & Co., LLC | 3,947 | $279.0K | 0.02% | +906+29.8% | Added |
| Main Street Financial Solutions, LLC | 3,986 | $282.0K | 0.05% | +89+2.3% | Added |
| Gamble Jones Investment Counsel | 4,000 | $283.0K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,995 | $283.0K | 0.05% | +3,995 | New |
| KLK Capital Management LLC | 4,013 | $284.0K | 0.24% | +4,013 | New |
| Alta Wealth Advisors LLC | 4,047 | $286.0K | 0.21% | −875−17.8% | Reduced |
| Wilkinson Global Asset Management LLC | 4,045 | $286.0K | 0.02% | −35−0.9% | Reduced |
| Legacy Wealth Planning, LLC | 4,049 | $286.0K | 0.33% | 00.0% | Unchanged |
| Check Capital Management Inc | 4,045 | $286.0K | 0.02% | +110+2.8% | Added |
| Mark Stevens | 4,084 | $289.0K | 0.03% | −102−2.4% | Reduced |
| Emerald Advisors, LLC | 4,089 | $289.0K | 0.09% | −80−1.9% | Reduced |
| RSM US Wealth Management LLC | 4,090 | $289.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,107 | $291.0K | 0.04% | −677−14.2% | Reduced |
| Trustco Bank Corp N Y | 4,118 | $291.0K | 0.26% | −400−8.9% | Reduced |
| Roble, Belko & Company, Inc | 4,113 | $291.0K | 0.07% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4,129 | $292.0K | 0.02% | +225+5.8% | Added |
| Pavion Blue Capital, LLC | 4,159 | $294.0K | 0.18% | −56−1.3% | Reduced |
| Beaton Management Co. Inc. | 4,162 | $294.0K | 0.19% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,186 | $297.0K | 0.02% | +4+0.1% | Added |
| TD Ameritrade Investment Management, LLC | 4,223 | $299.0K | 0.00% | +393+10.3% | Added |
| Meridian Wealth Advisors, LLC | 4,236 | $300.0K | 0.08% | +991+30.5% | Added |
| Kempen Capital Management N.V. | 4,261 | $301.0K | 0.01% | +633+17.4% | Added |
| Hanson & Doremus Investment Management | 7,042 | $304.0K | 0.09% | +1,863+36.0% | Added |
| Atwood & Palmer Inc | 4,297 | $304.0K | 0.03% | −251−5.5% | Reduced |
| Calton & Associates, Inc. | 4,292 | $304.0K | 0.06% | +490+12.9% | Added |
| Cable Hill Partners, LLC | 4,290 | $304.0K | 0.07% | +4,290 | New |
| Trustcore Financial Services, LLC | 4,312 | $305.0K | 0.03% | −29−0.7% | Reduced |
| Cottage Street Advisors LLC | 4,332 | $307.0K | 0.18% | +10.0% | Added |
| Sunflower Bank, N.A. | 4,342 | $307.0K | 0.05% | +4,342 | New |
| Bulltick Wealth Management, LLC | 4,359 | $308.4K | 0.07% | −709−14.0% | Reduced |
| RFG Advisory, LLC | 4,372 | $309.0K | 0.03% | +866+24.7% | Added |
| Keel Point, LLC | 4,387 | $310.0K | 0.04% | −125−2.8% | Reduced |
| CMG Global Holdings, LLC | 4,397 | $311.0K | 0.23% | +21+0.5% | Added |
| Navellier & Associates Inc | 4,400 | $311.0K | 0.05% | +4,400 | New |
| Independent Solutions Wealth Management, LLC | 4,401 | $311.4K | 0.08% | +4,401 | New |
| Abbrea Capital, LLC | 4,414 | $312.0K | 0.05% | +760+20.8% | Added |
| Qci Asset Management Inc | 4,452 | $315.0K | 0.02% | −430−8.8% | Reduced |
| Grandview Asset Management LLC | 4,458 | $315.0K | 0.17% | −346−7.2% | Reduced |
| Wagner Wealth Management, LLC | 4,446 | $315.0K | 0.23% | +530+13.5% | Added |
| Virtu Financial LLC | 4,472 | $316.0K | 0.03% | −19,552−81.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,478 | $316.8K | 0.05% | +4,478 | New |
| CFM Wealth Partners LLC | 4,485 | $317.0K | 0.08% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 4,460 | $317.0K | 0.11% | +256+6.1% | Added |
| Abbot Financial Management, Inc. | 4,490 | $318.0K | 0.14% | 00.0% | Unchanged |