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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 10,901 | $771.0K | 0.24% | +541+5.2% | Added |
| FourThought Financial, LLC | 10,933 | $773.0K | 0.10% | −4,214−27.8% | Reduced |
| TrinityPoint Wealth, LLC | 10,973 | $776.0K | 0.16% | +908+9.0% | Added |
| Guild Investment Management, Inc. | 11,000 | $778.0K | 0.75% | +11,000 | New |
| Evercore Wealth Management, LLC | 11,026 | $780.0K | 0.01% | −1,122−9.2% | Reduced |
| Rothschild Investment Corp | 11,102 | $785.0K | 0.06% | +362+3.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,780 | $788.0K | 0.34% | +475+4.2% | Added |
| Alphasimplex Group, LLC | 11,198 | $792.0K | 0.40% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 11,198 | $792.0K | 0.53% | +859+8.3% | Added |
| Certified Advisory Corp | 11,237 | $795.0K | 0.20% | +28+0.2% | Added |
| Sargent Investment Group, LLC | 11,268 | $797.0K | 0.19% | +722+6.8% | Added |
| Buckingham Strategic Wealth, LLC | 11,329 | $802.0K | 0.02% | +4,041+55.4% | Added |
| Signaturefd, LLC | 11,370 | $804.0K | 0.03% | +1,489+15.1% | Added |
| Perpetual Investment Management Ltd | 11,397 | $805.0K | 0.11% | −206−1.8% | Reduced |
| Claraphi Advisory Network, LLC | 11,469 | $811.0K | 0.24% | −52−0.5% | Reduced |
| Circle Wealth Management, LLC | 11,515 | $815.0K | 0.12% | −1,262−9.9% | Reduced |
| Huntington National Bank | 11,536 | $817.0K | 0.01% | +508+4.6% | Added |
| IFP Advisors, Inc | 11,575 | $818.0K | 0.02% | −1,165−9.1% | Reduced |
| Stableford Capital II LLC | 11,596 | $820.0K | 0.39% | +832+7.7% | Added |
| Coastal Investment Advisors, Inc. | 11,648 | $824.0K | 0.20% | +106+0.9% | Added |
| Legacy Wealth Management, LLC | 11,655 | $824.6K | 0.46% | −150−1.3% | Reduced |
| ARGI Investment Services, LLC | 11,687 | $827.0K | 0.03% | +986+9.2% | Added |
| Game Plan Financial Advisors, LLC | 11,700 | $828.0K | 0.49% | +1,175+11.2% | Added |
| SevenBridge Financial Group, LLC | 11,776 | $833.0K | 0.27% | −343−2.8% | Reduced |
| Claybrook Capital, LLC | 11,776 | $833.0K | 0.27% | +11,776 | New |
| Anchor Investment Management, LLC | 11,796 | $834.6K | 0.12% | +288+2.5% | Added |
| First PREMIER Bank | 11,920 | $843.0K | 0.24% | +225+1.9% | Added |
| Van Leeuwen & Company, LLC | 11,890 | $844.0K | 0.50% | −17−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 11,949 | $845.0K | 0.03% | +1,587+15.3% | Added |
| Dimension Capital Management LLC | 11,977 | $847.0K | 0.18% | −902−7.0% | Reduced |
| NEXT Financial Group, Inc | 11,967 | $847.0K | 0.07% | −78−0.6% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 12,344 | $860.0K | 0.11% | −302−2.4% | Reduced |
| Concord Wealth Partners | 12,173 | $861.0K | 0.25% | +1,656+15.7% | Added |
| Ameritas Investment Company, LLC | 6,463 | $862.0K | 0.04% | +1,277+24.6% | Added |
| Spire Wealth Management | 12,288 | $869.0K | 0.02% | −5,916−32.5% | Reduced |
| Thoroughbred Financial Services, LLC | 12,319 | $872.0K | 0.22% | +4,871+65.4% | Added |
| KCS Wealth Advisory | 12,353 | $874.0K | 0.41% | −14−0.1% | Reduced |
| New England Research & Management, Inc. | 12,350 | $874.0K | 0.45% | +12,350 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 12,429 | $879.0K | 0.21% | +1,175+10.4% | Added |
| EP Wealth Advisors, LLC | 12,512 | $885.0K | 0.02% | +2,136+20.6% | Added |
| Wakefield Asset Management LLLP | 12,544 | $887.0K | 0.34% | +162+1.3% | Added |
| Fisher Asset Management, LLC | 12,555 | $888.0K | 0.00% | +4,331+52.7% | Added |
| SeaCrest Wealth Management, LLC | 12,572 | $889.0K | 0.11% | +522+4.3% | Added |
| Community Bank & Trust, Waco, Texas | 12,615 | $893.0K | 0.29% | +176+1.4% | Added |
| Legacy Wealth Asset Management, LLC | 12,666 | $896.0K | 0.40% | +24+0.2% | Added |
| Horizon Investments, LLC | 12,757 | $896.0K | 0.03% | +340+2.7% | Added |
| Pointe Capital Management LLC | 12,696 | $898.0K | 0.63% | +1,014+8.7% | Added |
| Independent Investors Inc | 12,775 | $904.0K | 0.22% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,820 | $907.0K | 0.04% | +3,858+43.0% | Added |
| WESCAP Management Group, Inc. | 12,844 | $908.0K | 0.26% | +12,844 | New |
| Private Trust Co NA | 12,935 | $915.0K | 0.14% | +273+2.2% | Added |
| Calamos Wealth Management LLC | 12,947 | $916.0K | 0.07% | +1,738+15.5% | Added |
| Jefferies Group LLC | 12,975 | $918.0K | 0.02% | +12,975 | New |
| White Pine Capital LLC | 13,622 | $921.0K | 0.27% | +455+3.5% | Added |
| Derby & Company, Inc | 13,025 | $922.0K | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 13,070 | $924.0K | 0.11% | −1,308−9.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,066 | $924.0K | 0.21% | +429+3.4% | Added |
| Springowl Associates LLC | 13,099 | $927.0K | 3.70% | +3,500+36.5% | Added |
| Cape Ann Savings Bank | 13,175 | $932.0K | 0.59% | +765+6.2% | Added |
| YorkBridge Wealth Partners, LLC | 13,290 | $940.0K | 0.25% | +10,130+320.6% | Added |
| Marino, Stram & Associates LLC | 13,290 | $940.0K | 0.25% | +13,290 | New |
| First Quadrant L P | 13,294 | $941.0K | 0.11% | −2,244−14.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 13,481 | $954.0K | 0.14% | +13,481 | New |
| Compton Capital Management Inc | 13,552 | $959.0K | 0.28% | −350−2.5% | Reduced |
| Corsair Capital Management, L.P. | 13,717 | $970.0K | 0.17% | −128−0.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,880 | $982.0K | 0.38% | +500+3.7% | Added |
| Tower Bridge Advisors | 13,914 | $984.4K | 0.07% | +710+5.4% | Added |
| Sovarnum Capital L.P. | 14,000 | $991.0K | 0.62% | −5,000−26.3% | Reduced |
| Hartline Investment Corp | 14,011 | $991.0K | 0.13% | +2,720+24.1% | Added |
| Markston International LLC | 14,036 | $993.0K | 0.60% | −82,751−85.5% | Reduced |
| Telemetry Investments, L.L.C. | 14,033 | $993.0K | 1.38% | −1,967−12.3% | Reduced |
| Washington Trust Bank | 14,039 | $993.0K | 0.12% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 14,047 | $994.0K | 0.06% | −2,708−16.2% | Reduced |
| First Business Financial Services, Inc. | 14,058 | $995.0K | 0.12% | +14,058 | New |
| Gleason Group, Inc. | 14,082 | $996.0K | 0.36% | +92+0.7% | Added |
| Invenomic Capital Management LP | 14,108 | $998.0K | 0.44% | −7,712−35.3% | Reduced |
| Ethic Inc. | 14,120 | $999.0K | 0.12% | −16,783−54.3% | Reduced |
| RVW Wealth, LLC | 20,100 | $1.00M | 0.13% | +100+0.5% | Added |
| Chicago Partners Investment Group LLC | 14,834 | $1.00M | 0.07% | +1,915+14.8% | Added |
| Dorsey & Whitney Trust CO LLC | 14,244 | $1.01M | 0.10% | −1,703−10.7% | Reduced |
| Icon Advisers Inc | 14,300 | $1.01M | 0.17% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 14,300 | $1.01M | 1.29% | +14,300 | New |
| CFO4Life Group, LLC | 14,329 | $1.01M | 0.23% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14,361 | $1.02M | 0.35% | +13,336+1,301.1% | Added |
| American National Registered Investment Advisor, Inc. | 14,390 | $1.02M | 0.36% | −200−1.4% | Reduced |
| Barings LLC | 14,523 | $1.03M | 0.02% | −17,660−54.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 14,512 | $1.03M | 0.01% | −115−0.8% | Reduced |
| TCTC Holdings, LLC | 14,603 | $1.03M | 0.05% | −350−2.3% | Reduced |
| Shufro Rose & Co LLC | 14,650 | $1.04M | 0.08% | −194−1.3% | Reduced |
| Clark Financial Advisors | 14,728 | $1.04M | 1.01% | +14,728 | New |
| Great Valley Advisor Group, Inc. | 14,692 | $1.04M | 0.08% | +510+3.6% | Added |
| River Wealth Advisors LLC | 14,757 | $1.04M | 0.18% | +200+1.4% | Added |
| Sterneck Capital Management, LLC | 15,483 | $1.05M | 0.65% | +700+4.7% | Added |
| Field & Main Bank | 14,902 | $1.05M | 0.68% | +1,025+7.4% | Added |
| Park Avenue Securities LLC | 14,908 | $1.05M | 0.02% | +2,660+21.7% | Added |
| EJF Capital LLC | 15,000 | $1.06M | 0.10% | −385,000−96.3% | Reduced |
| Cidel Asset Management Inc | 15,000 | $1.06M | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,000 | $1.06M | 0.09% | +1,278+9.3% | Added |
| Tradition Wealth Management, LLC | 15,105 | $1.07M | 0.16% | +4,510+42.6% | Added |
| Toroso Investments, LLC | 15,186 | $1.07M | 0.04% | +6,983+85.1% | Added |