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 | 2,065 | $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, 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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 5,859 | $415.0K | 0.12% | +252+4.5% | Added |
| Alpha Omega Wealth Management LLC | 5,885 | $416.0K | 0.07% | −5,053−46.2% | Reduced |
| Xcel Wealth Management, LLC | 5,901 | $418.0K | 0.13% | −535−8.3% | Reduced |
| Arkadios Wealth Advisors | 5,978 | $422.0K | 0.05% | +2,084+53.5% | Added |
| Court Place Advisors, LLC | 5,987 | $424.0K | 0.12% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,000 | $424.0K | 0.04% | +6,000 | New |
| Mutual Advisors, LLC | 6,016 | $426.0K | 0.03% | +1,192+24.7% | Added |
| Private Capital Management LLC | 6,038 | $427.0K | 0.20% | +180+3.1% | Added |
| SlateStone Wealth, LLC | 6,035 | $427.0K | 0.10% | +258+4.5% | Added |
| Allworth Financial LP | 6,065 | $429.0K | 0.01% | −534−8.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,090 | $431.0K | 0.08% | +1,439+30.9% | Added |
| First Midwest Bank Trust Division | 6,107 | $432.0K | 0.06% | +275+4.7% | Added |
| Requisite Capital Management, LLC | 6,151 | $435.0K | 0.08% | +1,000+19.4% | Added |
| Pictet Bank & Trust Ltd | 6,165 | $436.0K | 0.24% | 00.0% | Unchanged |
| RDA Financial Network | 6,163 | $436.0K | 0.19% | +255+4.3% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,192 | $438.0K | 0.12% | +20.0% | Added |
| Glen Eagle Advisors, LLC | 6,203 | $438.9K | 0.14% | +1,791+40.6% | Added |
| West Family Investments, Inc. | 6,210 | $439.0K | 0.12% | +6,210 | New |
| Apriem Advisors | 6,233 | $441.0K | 0.07% | −99−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,237 | $441.0K | 0.03% | +2,278+57.5% | Added |
| Bahl & Gaynor Inc | 6,245 | $442.0K | 0.00% | −100−1.6% | Reduced |
| Orca Investment Management, LLC | 6,280 | $444.0K | 0.40% | −1,268−16.8% | Reduced |
| Minot Wealth Management LLC | 6,520 | $446.0K | 0.10% | +6,520 | New |
| Brandywine Oak Private Wealth LLC | 6,331 | $447.0K | 0.05% | +30+0.5% | Added |
| Carroll Financial Associates, Inc. | 6,381 | $451.0K | 0.03% | −85−1.3% | Reduced |
| Capital Square, LLC | 6,695 | $454.0K | 0.33% | +209+3.2% | Added |
| TCI Wealth Advisors, Inc. | 6,445 | $456.0K | 0.08% | +4,694+268.1% | Added |
| GeoWealth Management, LLC | 6,457 | $457.0K | 0.06% | +951+17.3% | Added |
| Jump Financial, LLC | 6,480 | $458.0K | 0.04% | −1,470−18.5% | Reduced |
| Golden Green, Inc. | 6,493 | $459.0K | 0.35% | −69−1.1% | Reduced |
| Waterfront Wealth Inc. | 6,498 | $460.0K | 0.22% | +10.0% | Added |
| Lingohr & Partner Asset Management GmbH | 6,500 | $460.0K | 1.16% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 6,511 | $461.0K | 0.08% | +41+0.6% | Added |
| Polar Asset Management Partners Inc. | 6,541 | $463.0K | 0.01% | +6,541 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,576 | $465.0K | 0.02% | +6,576 | New |
| Engine No. 1 LLC | 6,602 | $467.0K | 0.13% | +6,602 | New |
| Altfest L J & Co Inc | 6,618 | $468.0K | 0.10% | −65−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 6,614 | $468.0K | 0.06% | +3,159+91.4% | Added |
| Stillwater Capital Advisors, LLC | 6,645 | $470.0K | 0.08% | −6,232−48.4% | Reduced |
| Mission Wealth Management, LP | 6,685 | $473.0K | 0.03% | −756−10.2% | Reduced |
| Ausdal Financial Partners, Inc. | 6,687 | $473.0K | 0.07% | +1,656+32.9% | Added |
| Sentry Investment Management LLC | 6,699 | $474.0K | 0.12% | −7,536−52.9% | Reduced |
| Geller Advisors LLC | 6,699 | $474.0K | 0.10% | −296−4.2% | Reduced |
| First Foundation Advisors | 6,702 | $474.0K | 0.02% | +993+17.4% | Added |
| Kore Private Wealth LLC | 6,754 | $478.0K | 0.05% | −2,954−30.4% | Reduced |
| HYA Advisors, Inc | 6,768 | $479.0K | 0.20% | −81−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,780 | $480.0K | 0.04% | −600−8.1% | Reduced |
| NewEdge Wealth, LLC | 6,795 | $481.0K | 0.04% | +3,803+127.1% | Added |
| Marcum Wealth, LLC | 6,824 | $483.0K | 0.08% | −27−0.4% | Reduced |
| Brighton Jones LLC | 6,879 | $487.0K | 0.03% | +1,082+18.7% | Added |
| SP Asset Management | 7,175 | $488.0K | 0.05% | +46+0.6% | Added |
| Mather Group, LLC. | 6,931 | $490.0K | 0.01% | +21+0.3% | Added |
| Personal Cfo Solutions, LLC | 6,951 | $492.0K | 0.10% | +418+6.4% | Added |
| Johnson Investment Counsel Inc | 6,974 | $493.0K | 0.01% | −180−2.5% | Reduced |
| InterOcean Capital Group, LLC | 6,991 | $495.0K | 0.03% | −700−9.1% | Reduced |
| AIA Group Ltd | 7,603 | $495.0K | 0.03% | +7,603 | New |
| Almanack Investment Partners, LLC. | 7,017 | $496.0K | 0.05% | −1,024−12.7% | Reduced |
| Quadrant Capital Group LLC | 7,010 | $496.0K | 0.07% | −537−7.1% | Reduced |
| Atlantic Trust, LLC | 7,060 | $499.0K | 0.33% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,064 | $500.0K | 0.04% | +995+16.4% | Added |
| Caxton Associates LP | 7,090 | $502.0K | 0.07% | +7,090 | New |
| Prentice Wealth Management LLC | 7,127 | $504.0K | 0.26% | −130−1.8% | Reduced |
| Associated Banc-Corp | 7,119 | $504.0K | 0.02% | −5,140−41.9% | Reduced |
| Prospera Financial Services Inc | 7,169 | $508.0K | 0.03% | −1,318−15.5% | Reduced |
| Wall Street Access Asset Management, LLC | 7,199 | $509.0K | 0.29% | −6,500−47.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,212 | $510.0K | 0.13% | +7,212 | New |
| Dorchester Wealth Management Co | 7,225 | $511.0K | 0.12% | −175−2.4% | Reduced |
| Cornerstone Wealth Management, LLC | 7,273 | $515.0K | 0.05% | +370+5.4% | Added |
| Pathstone Family Office, LLC | 7,338 | $519.0K | 0.02% | +1,359+22.7% | Added |
| Insight Advisors, LLC | 7,747 | $525.0K | 0.16% | +958+14.1% | Added |
| Woodward Diversified Capital, LLC | 7,436 | $526.0K | 0.30% | +2,732+58.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,470 | $529.0K | 0.34% | 00.0% | Unchanged |
| State of Wyoming | 7,477 | $529.0K | 0.33% | +2,085+38.7% | Added |
| Engineers Gate Manager LP | 7,520 | $532.0K | 0.03% | −11,270−60.0% | Reduced |
| Jupiter Wealth Management LLC | 7,500 | $533.0K | 0.26% | +2,500+50.0% | Added |
| Perritt Capital Management Inc | 7,548 | $534.0K | 0.28% | +934+14.1% | Added |
| Cooper Financial Group | 7,573 | $536.0K | 0.11% | −83−1.1% | Reduced |
| LCNB Corp | 7,574 | $536.0K | 0.27% | +1,850+32.3% | Added |
| Twin Focus Capital Partners, LLC | 7,593 | $537.0K | 0.12% | +1,189+18.6% | Added |
| Fulcrum Capital LLC | 7,614 | $539.0K | 0.14% | +7,614 | New |
| Gries Financial LLC | 7,877 | $540.0K | 0.17% | −16−0.2% | Reduced |
| Aurora Private Wealth, Inc. | 7,630 | $540.0K | 0.22% | +65+0.9% | Added |
| Eagle Global Advisors LLC | 7,695 | $544.0K | 0.04% | +345+4.7% | Added |
| Peoples Bank | 7,686 | $544.0K | 0.29% | +1,076+16.3% | Added |
| First City Capital Management, Inc. | 7,350 | $545.0K | 0.30% | +243+3.4% | Added |
| Parallel Advisors, LLC | 7,709 | $545.0K | 0.02% | +1,569+25.6% | Added |
| Beaumont Financial Partners, LLC | 7,722 | $546.0K | 0.04% | −281−3.5% | Reduced |
| Warren Averett Asset Management, LLC | 7,468 | $546.0K | 0.05% | +3,357+81.7% | Added |
| Asset Dedication, LLC | 7,712 | $547.0K | 0.08% | +2,332+43.3% | Added |
| Independence Bank of Kentucky | 7,762 | $549.0K | 0.24% | −533−6.4% | Reduced |
| Aspen Investment Management Inc | 7,771 | $550.0K | 0.29% | 00.0% | Unchanged |
| Affiance Financial, LLC | 7,773 | $550.0K | 0.23% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,775 | $550.0K | 0.23% | +140+1.8% | Added |
| Mayflower Financial Advisors, LLC | 7,836 | $554.0K | 0.08% | +26+0.3% | Added |
| First National Bank of Omaha | 7,658 | $557.0K | 0.03% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 7,984 | $565.0K | 0.06% | +62+0.8% | Added |
| Paradigm Asset Management Co LLC | 8,000 | $566.0K | 0.14% | −500−5.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $566.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8,065 | $571.0K | 0.31% | +490+6.5% | Added |
| Elkhorn Partners Limited Partnership | 8,100 | $573.0K | 0.35% | −800−9.0% | Reduced |