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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 10,933 | $773.0K | 0.10% | −4,214−27.8% | Reduced |
| One Wealth Advisors, LLC | 10,901 | $771.0K | 0.24% | +541+5.2% | Added |
| Meridian Wealth Management, LLC | 10,867 | $769.0K | 0.10% | +3,738+52.4% | Added |
| Vanguard Capital Wealth Advisors | 10,828 | $766.0K | 0.58% | +3,951+57.5% | Added |
| 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 |
| Sunbelt Securities, Inc. | 11,380 | $761.0K | 0.14% | −475−4.0% | Reduced |
| Fulcrum Asset Management LLP | – | $758.0K | 0.32% | – | – |
| Benjamin F. Edwards & Company, Inc. | 10,656 | $754.0K | 0.04% | +1,102+11.5% | Added |
| Bryn Mawr Trust Co | 10,633 | $753.0K | 0.03% | +276+2.7% | Added |
| Thomas White International Ltd | 10,609 | $751.0K | 0.10% | +290+2.8% | Added |
| Gryphon Financial Partners LLC | 15,863 | $747.0K | 0.18% | +945+6.3% | 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 |
| Montecito Bank & Trust | 10,511 | $744.0K | 0.14% | +1,271+13.8% | Added |
| Investors Research Corp | 10,508 | $743.0K | 0.26% | +30.0% | Added |
| 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 |
| Bowling Portfolio Management LLC | 10,445 | $739.0K | 0.17% | −24,476−70.1% | Reduced |
| Ballentine Partners, LLC | 10,394 | $735.0K | 0.03% | +2,776+36.4% | 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 |
| Cabot Wealth Management Inc | 10,291 | $728.0K | 0.10% | +65+0.6% | Added |
| 180 Wealth Advisors, LLC | 9,950 | $726.0K | 0.17% | −51−0.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,220 | $723.0K | 0.14% | +5,075+98.6% | Added |
| Tiedemann Advisors, LLC | 10,193 | $722.0K | 0.03% | +86+0.9% | Added |
| CWM, LLC | 10,151 | $718.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,118 | $716.0K | 0.04% | +10,118 | New |
| 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 |
| 9258 Wealth Management, LLC | 10,096 | $714.0K | 0.19% | −34−0.3% | Reduced |
| Round Hill Asset Management | 10,072 | $713.0K | 0.35% | 00.0% | Unchanged |
| Second Curve Capital LLC | 10,000 | $708.0K | 0.90% | +10,000 | New |
| Lake Street Advisors Group, LLC | 9,538 | $707.0K | 0.05% | −27−0.3% | Reduced |
| Northwest Bancshares, Inc. | 9,956 | $704.0K | 0.16% | +51+0.5% | Added |
| 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 |
| Insight Wealth Strategies, LLC | 9,846 | $697.0K | 0.10% | −371−3.6% | Reduced |
| Focus Financial Network, Inc. | 9,851 | $697.0K | 0.09% | +331+3.5% | Added |
| AdvisorNet Financial, Inc | 9,790 | $693.0K | 0.05% | +51+0.5% | Added |
| Orion Capital Management LLC | 9,780 | $692.0K | 0.43% | +300+3.2% | Added |
| Independent Financial Group, LLC | 9,776 | $691.7K | 0.07% | −300−3.0% | Reduced |
| TRUE Private Wealth Advisors | 9,742 | $689.0K | 0.10% | −799−7.6% | Reduced |
| Ancora Advisors, LLC | 9,688 | $685.0K | 0.02% | −16−0.2% | Reduced |
| VeraBank, N.A. | 9,653 | $683.0K | 0.41% | +300+3.2% | Added |
| Narwhal Capital Management | 9,528 | $674.0K | 0.09% | +217+2.3% | Added |
| Aft, Forsyth & Company, Inc. | 9,486 | $671.0K | 0.36% | 00.0% | Unchanged |
| 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 |
| KCM Investment Advisors LLC | 9,443 | $668.0K | 0.03% | +266+2.9% | Added |
| Seelaus Asset Management LLC | 9,416 | $666.0K | 0.39% | +230+2.5% | 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 |
| Sequoia Financial Advisors, LLC | 9,313 | $659.0K | 0.02% | +504+5.7% | Added |
| CSS LLC | 9,301 | $658.0K | 0.03% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 9,285 | $657.0K | 0.05% | +210+2.3% | Added |
| Wealth Alliance | 9,238 | $654.0K | 0.15% | +1,806+24.3% | Added |
| Erste Asset Management GmbH | 9,285 | $647.0K | 0.01% | +4,272+85.2% | Added |
| PNC Managed Account Solutions, Inc. | 9,129 | $646.0K | 0.13% | +9,129 | New |
| Running Point Capital Advisors, LLC | 9,120 | $645.0K | 0.29% | −1,259−12.1% | Reduced |
| Proequities, Inc. | 9,090 | $643.0K | 0.04% | +774+9.3% | Added |
| Coldstream Capital Management Inc | 9,066 | $641.0K | 0.03% | +2,061+29.4% | Added |
| Bridgefront Capital, LLC | 9,018 | $638.0K | 0.24% | −4,152−31.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 9,000 | $637.0K | 0.23% | −1,000−10.0% | Reduced |
| 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 |
| Hodges Capital Management Inc. | 8,910 | $630.0K | 0.07% | +4,493+101.7% | Added |
| Founders Financial Alliance, LLC | 8,843 | $628.0K | 0.29% | +484+5.8% | 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 |
| IFG Advisors, LLC | 8,854 | $626.0K | 0.30% | +56+0.6% | Added |
| Sawtooth Solutions, LLC | 8,831 | $625.0K | 0.12% | +2,510+39.7% | Added |
| 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 |
| SRS Capital Advisors, Inc. | 8,735 | $618.0K | 0.08% | +8,735 | New |
| Tru Independence Asset Management 2, LLC | 8,692 | $615.0K | 0.42% | +8,692 | New |
| Wharton Business Group, LLC | 8,643 | $611.0K | 0.05% | +3,130+56.8% | 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 |
| Lake Street Financial LLC | 8,557 | $608.0K | 0.15% | +1,278+17.6% | Added |
| 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 |
| Parkside Financial Bank & Trust | 8,566 | $606.0K | 0.18% | −90−1.0% | Reduced |
| Nicolet Bankshares Inc | 8,556 | $605.0K | 0.16% | +84+1.0% | Added |
| Sippican Capital Advisors | 8,464 | $599.0K | 0.52% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,412 | $596.0K | 0.09% | −1,775−17.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Harbor Financial Services, LLC | 8,260 | $584.0K | 0.25% | +2,642+47.0% | Added |
| Wesbanco Bank Inc | 8,218 | $581.0K | 0.02% | +275+3.5% | Added |
| Westshore Wealth, LLC | 8,173 | $578.0K | 0.30% | +169+2.1% | Added |