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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 15,193 | $1.07M | 0.10% | −4,241−21.8% | Reduced |
| Cumberland Advisors Inc | 15,190 | $1.07M | 0.25% | −900−5.6% | Reduced |
| Toroso Investments, LLC | 15,186 | $1.07M | 0.04% | +6,983+85.1% | Added |
| Tradition Wealth Management, LLC | 15,105 | $1.07M | 0.16% | +4,510+42.6% | 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 |
| Park Avenue Securities LLC | 14,908 | $1.05M | 0.02% | +2,660+21.7% | 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 |
| River Wealth Advisors LLC | 14,757 | $1.04M | 0.18% | +200+1.4% | Added |
| Great Valley Advisor Group, Inc. | 14,692 | $1.04M | 0.08% | +510+3.6% | Added |
| Clark Financial Advisors | 14,728 | $1.04M | 1.01% | +14,728 | New |
| Shufro Rose & Co LLC | 14,650 | $1.04M | 0.08% | −194−1.3% | Reduced |
| TCTC Holdings, LLC | 14,603 | $1.03M | 0.05% | −350−2.3% | 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 |
| American National Registered Investment Advisor, Inc. | 14,390 | $1.02M | 0.36% | −200−1.4% | Reduced |
| Bellwether Advisors, LLC | 14,361 | $1.02M | 0.35% | +13,336+1,301.1% | Added |
| CFO4Life Group, LLC | 14,329 | $1.01M | 0.23% | 00.0% | Unchanged |
| Icon Advisers Inc | 14,300 | $1.01M | 0.17% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 14,300 | $1.01M | 1.29% | +14,300 | New |
| Dorsey & Whitney Trust CO LLC | 14,244 | $1.01M | 0.10% | −1,703−10.7% | Reduced |
| Chicago Partners Investment Group LLC | 14,834 | $1.00M | 0.07% | +1,915+14.8% | Added |
| RVW Wealth, LLC | 20,100 | $1.00M | 0.13% | +100+0.5% | Added |
| Ethic Inc. | 14,120 | $999.0K | 0.12% | −16,783−54.3% | Reduced |
| Invenomic Capital Management LP | 14,108 | $998.0K | 0.44% | −7,712−35.3% | Reduced |
| Gleason Group, Inc. | 14,082 | $996.0K | 0.36% | +92+0.7% | Added |
| First Business Financial Services, Inc. | 14,058 | $995.0K | 0.12% | +14,058 | New |
| Zeke Capital Advisors, LLC | 14,047 | $994.0K | 0.06% | −2,708−16.2% | Reduced |
| 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 |
| 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 |
| Tower Bridge Advisors | 13,914 | $984.4K | 0.07% | +710+5.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,880 | $982.0K | 0.38% | +500+3.7% | Added |
| Corsair Capital Management, L.P. | 13,717 | $970.0K | 0.17% | −128−0.9% | Reduced |
| Compton Capital Management Inc | 13,552 | $959.0K | 0.28% | −350−2.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 13,481 | $954.0K | 0.14% | +13,481 | New |
| First Quadrant L P | 13,294 | $941.0K | 0.11% | −2,244−14.4% | Reduced |
| 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 |
| Cape Ann Savings Bank | 13,175 | $932.0K | 0.59% | +765+6.2% | Added |
| Springowl Associates LLC | 13,099 | $927.0K | 3.70% | +3,500+36.5% | Added |
| 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 |
| Derby & Company, Inc | 13,025 | $922.0K | 0.19% | 00.0% | Unchanged |
| White Pine Capital LLC | 13,622 | $921.0K | 0.27% | +455+3.5% | Added |
| Jefferies Group LLC | 12,975 | $918.0K | 0.02% | +12,975 | New |
| Calamos Wealth Management LLC | 12,947 | $916.0K | 0.07% | +1,738+15.5% | Added |
| Private Trust Co NA | 12,935 | $915.0K | 0.14% | +273+2.2% | Added |
| WESCAP Management Group, Inc. | 12,844 | $908.0K | 0.26% | +12,844 | New |
| Moneta Group Investment Advisors LLC | 12,820 | $907.0K | 0.04% | +3,858+43.0% | Added |
| Independent Investors Inc | 12,775 | $904.0K | 0.22% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 12,696 | $898.0K | 0.63% | +1,014+8.7% | 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 |
| Community Bank & Trust, Waco, Texas | 12,615 | $893.0K | 0.29% | +176+1.4% | Added |
| SeaCrest Wealth Management, LLC | 12,572 | $889.0K | 0.11% | +522+4.3% | Added |
| Fisher Asset Management, LLC | 12,555 | $888.0K | 0.00% | +4,331+52.7% | Added |
| Wakefield Asset Management LLLP | 12,544 | $887.0K | 0.34% | +162+1.3% | Added |
| EP Wealth Advisors, LLC | 12,512 | $885.0K | 0.02% | +2,136+20.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,429 | $879.0K | 0.21% | +1,175+10.4% | 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 |
| Thoroughbred Financial Services, LLC | 12,319 | $872.0K | 0.22% | +4,871+65.4% | Added |
| Spire Wealth Management | 12,288 | $869.0K | 0.02% | −5,916−32.5% | Reduced |
| Ameritas Investment Company, LLC | 6,463 | $862.0K | 0.04% | +1,277+24.6% | Added |
| Concord Wealth Partners | 12,173 | $861.0K | 0.25% | +1,656+15.7% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 12,344 | $860.0K | 0.11% | −302−2.4% | Reduced |
| 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 |
| Resources Investment Advisors, LLC. | 11,949 | $845.0K | 0.03% | +1,587+15.3% | Added |
| Van Leeuwen & Company, LLC | 11,890 | $844.0K | 0.50% | −17−0.1% | Reduced |
| First PREMIER Bank | 11,920 | $843.0K | 0.24% | +225+1.9% | Added |
| Anchor Investment Management, LLC | 11,796 | $834.6K | 0.12% | +288+2.5% | 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 |
| Game Plan Financial Advisors, LLC | 11,700 | $828.0K | 0.49% | +1,175+11.2% | Added |
| ARGI Investment Services, LLC | 11,687 | $827.0K | 0.03% | +986+9.2% | Added |
| Legacy Wealth Management, LLC | 11,655 | $824.6K | 0.46% | −150−1.3% | Reduced |
| Coastal Investment Advisors, Inc. | 11,648 | $824.0K | 0.20% | +106+0.9% | Added |
| Stableford Capital II LLC | 11,596 | $820.0K | 0.39% | +832+7.7% | Added |
| IFP Advisors, Inc | 11,575 | $818.0K | 0.02% | −1,165−9.1% | Reduced |
| Huntington National Bank | 11,536 | $817.0K | 0.01% | +508+4.6% | Added |
| Circle Wealth Management, LLC | 11,515 | $815.0K | 0.12% | −1,262−9.9% | Reduced |
| Claraphi Advisory Network, LLC | 11,469 | $811.0K | 0.24% | −52−0.5% | Reduced |
| Perpetual Investment Management Ltd | 11,397 | $805.0K | 0.11% | −206−1.8% | Reduced |
| Signaturefd, LLC | 11,370 | $804.0K | 0.03% | +1,489+15.1% | Added |
| Buckingham Strategic Wealth, LLC | 11,329 | $802.0K | 0.02% | +4,041+55.4% | Added |
| Sargent Investment Group, LLC | 11,268 | $797.0K | 0.19% | +722+6.8% | Added |
| Certified Advisory Corp | 11,237 | $795.0K | 0.20% | +28+0.2% | 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 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,780 | $788.0K | 0.34% | +475+4.2% | Added |
| Rothschild Investment Corp | 11,102 | $785.0K | 0.06% | +362+3.4% | Added |
| Evercore Wealth Management, LLC | 11,026 | $780.0K | 0.01% | −1,122−9.2% | Reduced |
| Guild Investment Management, Inc. | 11,000 | $778.0K | 0.75% | +11,000 | New |
| TrinityPoint Wealth, LLC | 10,973 | $776.0K | 0.16% | +908+9.0% | Added |