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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 8,141 | $576.0K | 0.37% | −1,871−18.7% | Reduced |
| Echo Street Capital Management LLC | 8,118 | $574.0K | 0.00% | +8,118 | New |
| Elkhorn Partners Limited Partnership | 8,100 | $573.0K | 0.35% | −800−9.0% | Reduced |
| Investors Asset Management of Georgia Inc | 8,065 | $571.0K | 0.31% | +490+6.5% | 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 |
| Nachman Norwood & Parrott, Inc | 7,984 | $565.0K | 0.06% | +62+0.8% | Added |
| First National Bank of Omaha | 7,658 | $557.0K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 7,836 | $554.0K | 0.08% | +26+0.3% | Added |
| 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 |
| Independence Bank of Kentucky | 7,762 | $549.0K | 0.24% | −533−6.4% | Reduced |
| Asset Dedication, LLC | 7,712 | $547.0K | 0.08% | +2,332+43.3% | 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 |
| 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 |
| 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 |
| 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 |
| Fulcrum Capital LLC | 7,614 | $539.0K | 0.14% | +7,614 | New |
| Twin Focus Capital Partners, LLC | 7,593 | $537.0K | 0.12% | +1,189+18.6% | 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 |
| Perritt Capital Management Inc | 7,548 | $534.0K | 0.28% | +934+14.1% | Added |
| Jupiter Wealth Management LLC | 7,500 | $533.0K | 0.26% | +2,500+50.0% | Added |
| Engineers Gate Manager LP | 7,520 | $532.0K | 0.03% | −11,270−60.0% | Reduced |
| 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 |
| Woodward Diversified Capital, LLC | 7,436 | $526.0K | 0.30% | +2,732+58.1% | Added |
| Insight Advisors, LLC | 7,747 | $525.0K | 0.16% | +958+14.1% | Added |
| Pathstone Family Office, LLC | 7,338 | $519.0K | 0.02% | +1,359+22.7% | Added |
| Cornerstone Wealth Management, LLC | 7,273 | $515.0K | 0.05% | +370+5.4% | Added |
| Dorchester Wealth Management Co | 7,225 | $511.0K | 0.12% | −175−2.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,212 | $510.0K | 0.13% | +7,212 | New |
| Wall Street Access Asset Management, LLC | 7,199 | $509.0K | 0.29% | −6,500−47.4% | Reduced |
| Prospera Financial Services Inc | 7,169 | $508.0K | 0.03% | −1,318−15.5% | Reduced |
| 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 |
| Caxton Associates LP | 7,090 | $502.0K | 0.07% | +7,090 | New |
| Summit Trail Advisors, LLC | 7,064 | $500.0K | 0.04% | +995+16.4% | Added |
| Atlantic Trust, LLC | 7,060 | $499.0K | 0.33% | 00.0% | Unchanged |
| 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 |
| 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 |
| Johnson Investment Counsel Inc | 6,974 | $493.0K | 0.01% | −180−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 6,951 | $492.0K | 0.10% | +418+6.4% | Added |
| Mather Group, LLC. | 6,931 | $490.0K | 0.01% | +21+0.3% | Added |
| SP Asset Management | 7,175 | $488.0K | 0.05% | +46+0.6% | Added |
| Brighton Jones LLC | 6,879 | $487.0K | 0.03% | +1,082+18.7% | Added |
| Marcum Wealth, LLC | 6,824 | $483.0K | 0.08% | −27−0.4% | Reduced |
| NewEdge Wealth, LLC | 6,795 | $481.0K | 0.04% | +3,803+127.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,780 | $480.0K | 0.04% | −600−8.1% | Reduced |
| HYA Advisors, Inc | 6,768 | $479.0K | 0.20% | −81−1.2% | Reduced |
| Kore Private Wealth LLC | 6,754 | $478.0K | 0.05% | −2,954−30.4% | Reduced |
| 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 |
| 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 |
| Stillwater Capital Advisors, LLC | 6,645 | $470.0K | 0.08% | −6,232−48.4% | Reduced |
| 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 |
| Engine No. 1 LLC | 6,602 | $467.0K | 0.13% | +6,602 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,576 | $465.0K | 0.02% | +6,576 | New |
| Polar Asset Management Partners Inc. | 6,541 | $463.0K | 0.01% | +6,541 | New |
| Global Strategic Investment Solutions, LLC | 6,511 | $461.0K | 0.08% | +41+0.6% | Added |
| 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 |
| Golden Green, Inc. | 6,493 | $459.0K | 0.35% | −69−1.1% | Reduced |
| Jump Financial, LLC | 6,480 | $458.0K | 0.04% | −1,470−18.5% | Reduced |
| GeoWealth Management, LLC | 6,457 | $457.0K | 0.06% | +951+17.3% | Added |
| TCI Wealth Advisors, Inc. | 6,445 | $456.0K | 0.08% | +4,694+268.1% | Added |
| Capital Square, LLC | 6,695 | $454.0K | 0.33% | +209+3.2% | Added |
| Carroll Financial Associates, Inc. | 6,381 | $451.0K | 0.03% | −85−1.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,331 | $447.0K | 0.05% | +30+0.5% | Added |
| Minot Wealth Management LLC | 6,520 | $446.0K | 0.10% | +6,520 | New |
| Orca Investment Management, LLC | 6,280 | $444.0K | 0.40% | −1,268−16.8% | Reduced |
| Bahl & Gaynor Inc | 6,245 | $442.0K | 0.00% | −100−1.6% | Reduced |
| 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 |
| West Family Investments, Inc. | 6,210 | $439.0K | 0.12% | +6,210 | New |
| Glen Eagle Advisors, LLC | 6,203 | $438.9K | 0.14% | +1,791+40.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,192 | $438.0K | 0.12% | +20.0% | 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 |
| Requisite Capital Management, LLC | 6,151 | $435.0K | 0.08% | +1,000+19.4% | Added |
| First Midwest Bank Trust Division | 6,107 | $432.0K | 0.06% | +275+4.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,090 | $431.0K | 0.08% | +1,439+30.9% | Added |
| Allworth Financial LP | 6,065 | $429.0K | 0.01% | −534−8.1% | Reduced |
| 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 |
| Mutual Advisors, LLC | 6,016 | $426.0K | 0.03% | +1,192+24.7% | 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 |
| Arkadios Wealth Advisors | 5,978 | $422.0K | 0.05% | +2,084+53.5% | Added |
| Xcel Wealth Management, LLC | 5,901 | $418.0K | 0.13% | −535−8.3% | Reduced |