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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 4,489 | $318.0K | 0.22% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,391 | $319.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,507 | $319.0K | 0.04% | +235+5.5% | Added |
| Bridgewater Advisors Inc. | 4,539 | $321.0K | 0.10% | +504+12.5% | Added |
| Essex Savings Bank | 4,073 | $321.0K | 0.12% | +4,073 | New |
| Hyman Charles D | 4,553 | $322.0K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,556 | $322.0K | 0.03% | +1,453+46.8% | Added |
| AXS Investments LLC | 4,581 | $324.0K | 0.10% | +259+6.0% | Added |
| Capital International Sarl | 4,573 | $324.0K | 0.03% | +599+15.1% | Added |
| Platform Technology Partners | 4,580 | $324.0K | 0.13% | +4,580 | New |
| Allied Investment Advisors, LLC | 4,595 | $325.0K | 0.12% | −375−7.5% | Reduced |
| Assetmark, Inc | 4,595 | $325.0K | 0.00% | +434+10.4% | Added |
| Csenge Advisory Group | 4,581 | $325.0K | 0.03% | +1,819+65.9% | Added |
| Centaurus Financial, Inc. | 4,624 | $327.0K | 0.03% | +805+21.1% | Added |
| Weld Capital Management LLC | 4,633 | $328.0K | 0.33% | −49,265−91.4% | Reduced |
| Berkeley Capital Partners, LLC | 4,647 | $329.0K | 0.15% | −90−1.9% | Reduced |
| Summit Global Investments | 4,673 | $331.0K | 0.02% | −39−0.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 4,680 | $331.1K | 0.04% | +945+25.3% | Added |
| Pinnacle Financial Partners Inc | 4,688 | $332.0K | 0.01% | −37,107−88.8% | Reduced |
| Wade G W & Inc | 4,686 | $332.0K | 0.02% | −70−1.5% | Reduced |
| Sonata Capital Group Inc | 4,689 | $332.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 4,688 | $332.0K | 0.01% | +4,688 | New |
| Costello Asset Management, INC | 4,704 | $333.0K | 0.22% | −594−11.2% | Reduced |
| AllSquare Wealth Management LLC | 4,717 | $334.0K | 0.20% | +350+8.0% | Added |
| Waldron Private Wealth LLC | 4,751 | $336.0K | 0.02% | +124+2.7% | Added |
| Hartford Financial Management Inc. | 4,765 | $337.0K | 0.08% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,790 | $338.0K | 0.04% | +375+8.5% | Added |
| CX Institutional | 4,789 | $339.0K | 0.03% | +247+5.4% | Added |
| Heartland Bank & Trust Co | 4,809 | $340.0K | 0.31% | −533−10.0% | Reduced |
| RNC Capital Management LLC | 4,846 | $343.0K | 0.02% | −2,893−37.4% | Reduced |
| NexWave Capital Partners LLC | 4,895 | $346.0K | 0.66% | −605−11.0% | Reduced |
| First Citizens Financial Corp | 4,894 | $346.0K | 0.26% | 00.0% | Unchanged |
| Welch Group, LLC | 4,886 | $346.0K | 0.02% | +95+2.0% | Added |
| Violich Capital Management, Inc. | 4,890 | $346.0K | 0.06% | +1,980+68.0% | Added |
| WBH Advisory Inc | 5,129 | $348.0K | 0.05% | +54+1.1% | Added |
| Whitener Capital Management, Inc. | 4,930 | $348.0K | 0.14% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 4,932 | $348.0K | 0.06% | +1,219+32.8% | Added |
| Lindbrook Capital, LLC | 4,934 | $349.0K | 0.08% | −280−5.4% | Reduced |
| Virtue Capital Management, LLC | 4,936 | $349.0K | 0.07% | +1,393+39.3% | Added |
| Affinity Investment Advisors, LLC | 4,967 | $351.0K | 0.16% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,980 | $352.0K | 0.11% | −200−3.9% | Reduced |
| Apollon Wealth Management, LLC | 4,975 | $352.0K | 0.06% | −130−2.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $353.0K | 0.22% | +100+1.9% | Added |
| Archford Capital Strategies, LLC | 4,993 | $353.0K | 0.09% | +4,993 | New |
| Clarity Financial LLC | 5,006 | $354.0K | 0.07% | −2,146−30.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $354.0K | 0.07% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,001 | $354.0K | 0.08% | +5,001 | New |
| Financial Advocates Investment Management | 5,023 | $355.0K | 0.03% | −1,394−21.7% | Reduced |
| X-Square Capital, LLC | 5,051 | $357.0K | 0.17% | +632+14.3% | Added |
| Lantz Financial LLC | 5,065 | $358.0K | 0.18% | 00.0% | Unchanged |
| Washington Trust Co | 5,054 | $358.0K | 0.01% | +27+0.5% | Added |
| Successful Portfolios LLC | 5,060 | $358.0K | 0.22% | +100+2.0% | Added |
| Knightsbridge Asset Management, LLC | 5,071 | $359.0K | 0.14% | +33+0.7% | Added |
| PSI Advisors, LLC | 5,077 | $359.0K | 0.19% | +1,875+58.6% | Added |
| Keebeck Alpha, LP | 5,116 | $362.0K | 0.13% | −1,409−21.6% | Reduced |
| Clark Capital Management Group, Inc. | 5,124 | $363.0K | 0.01% | −207−3.9% | Reduced |
| Golden State Wealth Management, LLC | 5,167 | $366.0K | 0.08% | −1,078−17.3% | Reduced |
| Dynamic Advisor Solutions LLC | 5,178 | $366.0K | 0.03% | +421+8.9% | Added |
| Klingenstein Fields & Co LP | 5,182 | $367.0K | 0.02% | +338+7.0% | Added |
| Sterling Investment Advisors, Ltd. | 5,208 | $368.0K | 0.11% | +191+3.8% | Added |
| Change Path, LLC | 5,214 | $368.0K | 0.02% | +2,455+89.0% | Added |
| Tarbox Family Office, Inc. | 5,233 | $370.0K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5,249 | $371.0K | 0.03% | +1,992+61.2% | Added |
| Ifrah Financial Services, Inc. | 5,280 | $374.0K | 0.11% | −241−4.4% | Reduced |
| EPG Wealth Management LLC | 5,287 | $374.0K | 0.16% | +903+20.6% | Added |
| Stephenson National Bank & Trust | 5,301 | $375.0K | 0.24% | +536+11.2% | Added |
| Blueshift Asset Management, LLC | 5,322 | $377.0K | 0.02% | −60,892−92.0% | Reduced |
| Oakworth Capital, Inc. | 5,338 | $378.0K | 0.04% | −51−0.9% | Reduced |
| Rehmann Capital Advisory Group | 5,351 | $379.6K | 0.04% | −471−8.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,388 | $381.0K | 0.13% | +101+1.9% | Added |
| Jeppson Wealth Management, LLC | 5,411 | $382.0K | 0.21% | +19+0.4% | Added |
| Reliant Investment Management, LLC | 5,415 | $383.0K | 0.18% | +2,050+60.9% | Added |
| Flputnam Investment Management Co | 5,430 | $384.0K | 0.01% | +9+0.2% | Added |
| Carolinas Wealth Consulting LLC | 5,422 | $384.0K | 0.08% | +848+18.5% | Added |
| Creative Financial Designs Inc | 5,436 | $385.0K | 0.07% | +55+1.0% | Added |
| Select Asset Management & Trust | 5,453 | $386.0K | 0.22% | +800+17.2% | Added |
| Childress Capital Advisors, LLC | 5,474 | $387.0K | 0.18% | −743−12.0% | Reduced |
| Clearbridge Investments, LLC | 5,493 | $389.0K | 0.00% | −2,323,235−99.8% | Reduced |
| Roosevelt Investment Group LLC | 5,527 | $391.0K | 0.02% | −111−2.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,534 | $392.0K | 0.04% | −139−2.5% | Reduced |
| FLC Capital Advisors | 5,548 | $393.0K | 0.12% | +336+6.4% | Added |
| Johnson Financial Group, Inc. | 5,566 | $393.0K | 0.03% | +5,022+923.2% | Added |
| First Heartland Consultants, Inc. | 5,566 | $394.0K | 0.06% | −301−5.1% | Reduced |
| Professional Planning | 5,582 | $394.0K | 0.18% | +5,582 | New |
| Keudell/Morrison Wealth Management | 5,607 | $397.0K | 0.22% | −1,726−23.5% | Reduced |
| 1st Source Bank | 5,633 | $399.0K | 0.03% | −147−2.5% | Reduced |
| Exencial Wealth Advisors, LLC | 5,648 | $400.0K | 0.02% | −1,005−15.1% | Reduced |
| Alpha Cubed Investments, LLC | 5,674 | $401.0K | 0.03% | −1,148−16.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $403.0K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,697 | $403.0K | 0.12% | +648+12.8% | Added |
| Measured Wealth Private Client Group, LLC | 5,708 | $404.0K | 0.13% | +1,397+32.4% | Added |
| Personal Capital Advisors Corp | 5,727 | $405.0K | 0.00% | −1,869−24.6% | Reduced |
| Evergreen Capital Management LLC | 5,748 | $407.0K | 0.02% | +246+4.5% | Added |
| JT Stratford LLC | 5,759 | $407.0K | 0.13% | +1,058+22.5% | Added |
| Newport Wealth Strategies, Inc. | 5,771 | $408.0K | 0.24% | +516+9.8% | Added |
| Equitable Trust Co | 5,787 | $409.0K | 0.03% | −1,683−22.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 5,800 | $410.0K | 0.08% | −300−4.9% | Reduced |
| MBM Wealth Consultants, LLC | 5,836 | $413.0K | 0.19% | +28+0.5% | Added |
| AMG National Trust Bank | 5,848 | $414.0K | 0.01% | −1,125−16.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,852 | $414.0K | 0.03% | +420+7.7% | Added |