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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 8,118 | $574.0K | 0.00% | +8,118 | New |
| Samalin Investment Counsel, LLC | 8,141 | $576.0K | 0.37% | −1,871−18.7% | Reduced |
| Westshore Wealth, LLC | 8,173 | $578.0K | 0.30% | +169+2.1% | Added |
| Wesbanco Bank Inc | 8,218 | $581.0K | 0.02% | +275+3.5% | Added |
| Harbor Financial Services, LLC | 8,260 | $584.0K | 0.25% | +2,642+47.0% | Added |
| Wealthspire Advisors, LLC | 8,287 | $586.0K | 0.02% | −13,050−61.2% | Reduced |
| IHT Wealth Management, LLC | 8,276 | $586.0K | 0.04% | −1,138−12.1% | Reduced |
| BSW Wealth Partners | 8,332 | $589.0K | 0.16% | −354−4.1% | Reduced |
| Jacobi Capital Management LLC | 8,319 | $589.0K | 0.08% | +1,146+16.0% | Added |
| Trust Co of Vermont | 8,355 | $592.0K | 0.04% | +194+2.4% | Added |
| Marathon Trading Investment Management LLC | 8,374 | $592.0K | 0.32% | +8,374 | New |
| Cerro Pacific Wealth Advisors LLC | 8,364 | $592.0K | 0.44% | +8,364 | New |
| K.J. Harrison & Partners Inc | 8,412 | $596.0K | 0.09% | −1,775−17.4% | Reduced |
| Sippican Capital Advisors | 8,464 | $599.0K | 0.52% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,556 | $605.0K | 0.16% | +84+1.0% | Added |
| Parkside Financial Bank & Trust | 8,566 | $606.0K | 0.18% | −90−1.0% | Reduced |
| Q Capital Solutions | 8,575 | $607.0K | 0.46% | −13,600−61.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,579 | $607.0K | 0.02% | +325+3.9% | Added |
| Lake Street Financial LLC | 8,557 | $608.0K | 0.15% | +1,278+17.6% | Added |
| TruWealth Advisors, LLC | 8,609 | $609.0K | 0.07% | −1,003−10.4% | Reduced |
| Eudaimonia Partners, LLC | 8,612 | $609.0K | 0.11% | +136+1.6% | Added |
| Harbor Investment Advisory, LLC | 8,607 | $609.0K | 0.08% | +4,603+115.0% | Added |
| Wharton Business Group, LLC | 8,643 | $611.0K | 0.05% | +3,130+56.8% | Added |
| Tru Independence Asset Management 2, LLC | 8,692 | $615.0K | 0.42% | +8,692 | New |
| SRS Capital Advisors, Inc. | 8,735 | $618.0K | 0.08% | +8,735 | New |
| Citizens Business Bank | 8,778 | $621.0K | 0.08% | −1,365−13.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,777 | $621.0K | 0.18% | +70+0.8% | Added |
| Sawtooth Solutions, LLC | 8,831 | $625.0K | 0.12% | +2,510+39.7% | Added |
| IFG Advisors, LLC | 8,854 | $626.0K | 0.30% | +56+0.6% | Added |
| Tdam USA Inc. | 9,272 | $627.0K | 0.04% | −669−6.7% | Reduced |
| Clearstead Advisors, LLC | 8,869 | $627.0K | 0.05% | −66−0.7% | Reduced |
| Founders Financial Alliance, LLC | 8,843 | $628.0K | 0.29% | +484+5.8% | Added |
| Hodges Capital Management Inc. | 8,910 | $630.0K | 0.07% | +4,493+101.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,935 | $632.0K | 0.15% | +49+0.6% | Added |
| Excalibur Management Corp | 8,938 | $632.0K | 0.29% | +1,254+16.3% | Added |
| Shepherd Kaplan Krochuk, LLC | 9,000 | $637.0K | 0.23% | −1,000−10.0% | Reduced |
| Bridgefront Capital, LLC | 9,018 | $638.0K | 0.24% | −4,152−31.5% | Reduced |
| Coldstream Capital Management Inc | 9,066 | $641.0K | 0.03% | +2,061+29.4% | Added |
| Proequities, Inc. | 9,090 | $643.0K | 0.04% | +774+9.3% | Added |
| Running Point Capital Advisors, LLC | 9,120 | $645.0K | 0.29% | −1,259−12.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 9,129 | $646.0K | 0.13% | +9,129 | New |
| Erste Asset Management GmbH | 9,285 | $647.0K | 0.01% | +4,272+85.2% | Added |
| Wealth Alliance | 9,238 | $654.0K | 0.15% | +1,806+24.3% | Added |
| Relative Value Partners Group, LLC | 9,285 | $657.0K | 0.05% | +210+2.3% | Added |
| CSS LLC | 9,301 | $658.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,313 | $659.0K | 0.02% | +504+5.7% | Added |
| Nwam LLC | 9,378 | $663.0K | 0.06% | −1,025−9.9% | Reduced |
| Ironwood Investment Management LLC | 9,371 | $663.0K | 0.33% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 9,416 | $666.0K | 0.39% | +230+2.5% | Added |
| KCM Investment Advisors LLC | 9,443 | $668.0K | 0.03% | +266+2.9% | Added |
| Kovack Advisors, Inc. | 9,475 | $670.0K | 0.08% | +202+2.2% | Added |
| HBK Sorce Advisory LLC | 9,455 | $670.0K | 0.04% | +2,271+31.6% | Added |
| Aft, Forsyth & Company, Inc. | 9,486 | $671.0K | 0.36% | 00.0% | Unchanged |
| Narwhal Capital Management | 9,528 | $674.0K | 0.09% | +217+2.3% | Added |
| VeraBank, N.A. | 9,653 | $683.0K | 0.41% | +300+3.2% | Added |
| Ancora Advisors, LLC | 9,688 | $685.0K | 0.02% | −16−0.2% | Reduced |
| TRUE Private Wealth Advisors | 9,742 | $689.0K | 0.10% | −799−7.6% | Reduced |
| Independent Financial Group, LLC | 9,776 | $691.7K | 0.07% | −300−3.0% | Reduced |
| Orion Capital Management LLC | 9,780 | $692.0K | 0.43% | +300+3.2% | Added |
| AdvisorNet Financial, Inc | 9,790 | $693.0K | 0.05% | +51+0.5% | Added |
| Focus Financial Network, Inc. | 9,851 | $697.0K | 0.09% | +331+3.5% | Added |
| Insight Wealth Strategies, LLC | 9,846 | $697.0K | 0.10% | −371−3.6% | Reduced |
| Maven Securities LTD | 9,922 | $702.0K | 0.07% | −4,574−31.6% | Reduced |
| First Hawaiian Bank | 9,922 | $702.0K | 0.03% | −2,575−20.6% | Reduced |
| Northwest Bancshares, Inc. | 9,956 | $704.0K | 0.16% | +51+0.5% | Added |
| Lake Street Advisors Group, LLC | 9,538 | $707.0K | 0.05% | −27−0.3% | Reduced |
| Second Curve Capital LLC | 10,000 | $708.0K | 0.90% | +10,000 | New |
| Round Hill Asset Management | 10,072 | $713.0K | 0.35% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,096 | $714.0K | 0.19% | −34−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 10,107 | $715.0K | 0.24% | +27+0.3% | Added |
| North Star Investment Management Corp. | 10,108 | $715.0K | 0.06% | +1,038+11.4% | Added |
| Icon Wealth Partners, LLC | 10,108 | $715.0K | 0.08% | +1,828+22.1% | Added |
| Prelude Capital Management, LLC | 10,118 | $716.0K | 0.04% | +10,118 | New |
| CWM, LLC | 10,151 | $718.0K | 0.01% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10,193 | $722.0K | 0.03% | +86+0.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,220 | $723.0K | 0.14% | +5,075+98.6% | Added |
| 180 Wealth Advisors, LLC | 9,950 | $726.0K | 0.17% | −51−0.5% | Reduced |
| Cabot Wealth Management Inc | 10,291 | $728.0K | 0.10% | +65+0.6% | Added |
| Arjuna Capital | 10,330 | $730.0K | 0.32% | +156+1.5% | Added |
| First Horizon Advisors, Inc. | 10,323 | $730.0K | 0.04% | +452+4.6% | Added |
| Keeley-Teton Advisors, LLC | 10,311 | $730.0K | 0.08% | +500+5.1% | Added |
| Mercer Capital Advisers, Inc. | 10,325 | $730.0K | 0.36% | +550+5.6% | Added |
| Ballentine Partners, LLC | 10,394 | $735.0K | 0.03% | +2,776+36.4% | Added |
| Bowling Portfolio Management LLC | 10,445 | $739.0K | 0.17% | −24,476−70.1% | Reduced |
| Acorn Financial Advisory Services Inc | 10,482 | $741.0K | 0.22% | +78+0.7% | Added |
| Monument Capital Management | 10,472 | $741.0K | 0.26% | +707+7.2% | Added |
| Investors Research Corp | 10,508 | $743.0K | 0.26% | +30.0% | Added |
| Montecito Bank & Trust | 10,511 | $744.0K | 0.14% | +1,271+13.8% | Added |
| KG&L Capital Management,LLC | 10,530 | $745.0K | 0.34% | −1,774−14.4% | Reduced |
| Keybank National Association | 10,523 | $745.0K | 0.00% | −711−6.3% | Reduced |
| Gryphon Financial Partners LLC | 15,863 | $747.0K | 0.18% | +945+6.3% | Added |
| Thomas White International Ltd | 10,609 | $751.0K | 0.10% | +290+2.8% | Added |
| Bryn Mawr Trust Co | 10,633 | $753.0K | 0.03% | +276+2.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,656 | $754.0K | 0.04% | +1,102+11.5% | Added |
| Fulcrum Asset Management LLP | – | $758.0K | 0.32% | – | – |
| Sunbelt Securities, Inc. | 11,380 | $761.0K | 0.14% | −475−4.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,777 | $762.0K | 0.02% | −258−2.3% | Reduced |
| Valley Brook Capital Group | 10,782 | $762.0K | 0.73% | +280+2.7% | Added |
| Vanguard Capital Wealth Advisors | 10,828 | $766.0K | 0.58% | +3,951+57.5% | Added |
| Meridian Wealth Management, LLC | 10,867 | $769.0K | 0.10% | +3,738+52.4% | Added |