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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 5,885 | $416.0K | 0.07% | −5,053−46.2% | Reduced |
| Integrated Investment Consultants, LLC | 5,859 | $415.0K | 0.12% | +252+4.5% | Added |
| AMG National Trust Bank | 5,848 | $414.0K | 0.01% | −1,125−16.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,852 | $414.0K | 0.03% | +420+7.7% | Added |
| MBM Wealth Consultants, LLC | 5,836 | $413.0K | 0.19% | +28+0.5% | Added |
| Hunter Perkins Capital Management, LLC | 5,800 | $410.0K | 0.08% | −300−4.9% | Reduced |
| Equitable Trust Co | 5,787 | $409.0K | 0.03% | −1,683−22.5% | Reduced |
| Newport Wealth Strategies, Inc. | 5,771 | $408.0K | 0.24% | +516+9.8% | Added |
| Evergreen Capital Management LLC | 5,748 | $407.0K | 0.02% | +246+4.5% | Added |
| JT Stratford LLC | 5,759 | $407.0K | 0.13% | +1,058+22.5% | Added |
| Personal Capital Advisors Corp | 5,727 | $405.0K | 0.00% | −1,869−24.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,708 | $404.0K | 0.13% | +1,397+32.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,750 | $403.0K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 5,697 | $403.0K | 0.12% | +648+12.8% | Added |
| Alpha Cubed Investments, LLC | 5,674 | $401.0K | 0.03% | −1,148−16.8% | Reduced |
| Exencial Wealth Advisors, LLC | 5,648 | $400.0K | 0.02% | −1,005−15.1% | Reduced |
| 1st Source Bank | 5,633 | $399.0K | 0.03% | −147−2.5% | Reduced |
| Keudell/Morrison Wealth Management | 5,607 | $397.0K | 0.22% | −1,726−23.5% | Reduced |
| First Heartland Consultants, Inc. | 5,566 | $394.0K | 0.06% | −301−5.1% | Reduced |
| Professional Planning | 5,582 | $394.0K | 0.18% | +5,582 | New |
| FLC Capital Advisors | 5,548 | $393.0K | 0.12% | +336+6.4% | Added |
| Johnson Financial Group, Inc. | 5,566 | $393.0K | 0.03% | +5,022+923.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,534 | $392.0K | 0.04% | −139−2.5% | Reduced |
| Roosevelt Investment Group LLC | 5,527 | $391.0K | 0.02% | −111−2.0% | Reduced |
| Clearbridge Investments, LLC | 5,493 | $389.0K | 0.00% | −2,323,235−99.8% | Reduced |
| Childress Capital Advisors, LLC | 5,474 | $387.0K | 0.18% | −743−12.0% | Reduced |
| Select Asset Management & Trust | 5,453 | $386.0K | 0.22% | +800+17.2% | Added |
| Creative Financial Designs Inc | 5,436 | $385.0K | 0.07% | +55+1.0% | Added |
| Flputnam Investment Management Co | 5,430 | $384.0K | 0.01% | +9+0.2% | Added |
| Carolinas Wealth Consulting LLC | 5,422 | $384.0K | 0.08% | +848+18.5% | Added |
| Reliant Investment Management, LLC | 5,415 | $383.0K | 0.18% | +2,050+60.9% | Added |
| Jeppson Wealth Management, LLC | 5,411 | $382.0K | 0.21% | +19+0.4% | Added |
| Newman Dignan & Sheerar, Inc. | 5,388 | $381.0K | 0.13% | +101+1.9% | Added |
| Rehmann Capital Advisory Group | 5,351 | $379.6K | 0.04% | −471−8.1% | Reduced |
| Oakworth Capital, Inc. | 5,338 | $378.0K | 0.04% | −51−0.9% | Reduced |
| Blueshift Asset Management, LLC | 5,322 | $377.0K | 0.02% | −60,892−92.0% | Reduced |
| Stephenson National Bank & Trust | 5,301 | $375.0K | 0.24% | +536+11.2% | Added |
| Ifrah Financial Services, Inc. | 5,280 | $374.0K | 0.11% | −241−4.4% | Reduced |
| EPG Wealth Management LLC | 5,287 | $374.0K | 0.16% | +903+20.6% | Added |
| BOK Financial Private Wealth, Inc. | 5,249 | $371.0K | 0.03% | +1,992+61.2% | Added |
| Tarbox Family Office, Inc. | 5,233 | $370.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5,208 | $368.0K | 0.11% | +191+3.8% | Added |
| Change Path, LLC | 5,214 | $368.0K | 0.02% | +2,455+89.0% | Added |
| Klingenstein Fields & Co LP | 5,182 | $367.0K | 0.02% | +338+7.0% | Added |
| Golden State Wealth Management, LLC | 5,167 | $366.0K | 0.08% | −1,078−17.3% | Reduced |
| Dynamic Advisor Solutions LLC | 5,178 | $366.0K | 0.03% | +421+8.9% | Added |
| Clark Capital Management Group, Inc. | 5,124 | $363.0K | 0.01% | −207−3.9% | Reduced |
| Keebeck Alpha, LP | 5,116 | $362.0K | 0.13% | −1,409−21.6% | Reduced |
| Knightsbridge Asset Management, LLC | 5,071 | $359.0K | 0.14% | +33+0.7% | Added |
| PSI Advisors, LLC | 5,077 | $359.0K | 0.19% | +1,875+58.6% | Added |
| Lantz Financial LLC | 5,065 | $358.0K | 0.18% | 00.0% | Unchanged |
| Washington Trust Co | 5,054 | $358.0K | 0.01% | +27+0.5% | Added |
| Successful Portfolios LLC | 5,060 | $358.0K | 0.22% | +100+2.0% | Added |
| X-Square Capital, LLC | 5,051 | $357.0K | 0.17% | +632+14.3% | Added |
| Financial Advocates Investment Management | 5,023 | $355.0K | 0.03% | −1,394−21.7% | Reduced |
| Clarity Financial LLC | 5,006 | $354.0K | 0.07% | −2,146−30.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $354.0K | 0.07% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,001 | $354.0K | 0.08% | +5,001 | New |
| Godshalk Welsh Capital Management, Inc. | 5,275 | $353.0K | 0.22% | +100+1.9% | Added |
| Archford Capital Strategies, LLC | 4,993 | $353.0K | 0.09% | +4,993 | New |
| Optimum Investment Advisors | 4,980 | $352.0K | 0.11% | −200−3.9% | Reduced |
| Apollon Wealth Management, LLC | 4,975 | $352.0K | 0.06% | −130−2.5% | Reduced |
| Affinity Investment Advisors, LLC | 4,967 | $351.0K | 0.16% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,934 | $349.0K | 0.08% | −280−5.4% | Reduced |
| Virtue Capital Management, LLC | 4,936 | $349.0K | 0.07% | +1,393+39.3% | Added |
| WBH Advisory Inc | 5,129 | $348.0K | 0.05% | +54+1.1% | Added |
| Whitener Capital Management, Inc. | 4,930 | $348.0K | 0.14% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 4,932 | $348.0K | 0.06% | +1,219+32.8% | Added |
| NexWave Capital Partners LLC | 4,895 | $346.0K | 0.66% | −605−11.0% | Reduced |
| First Citizens Financial Corp | 4,894 | $346.0K | 0.26% | 00.0% | Unchanged |
| Welch Group, LLC | 4,886 | $346.0K | 0.02% | +95+2.0% | Added |
| Violich Capital Management, Inc. | 4,890 | $346.0K | 0.06% | +1,980+68.0% | Added |
| RNC Capital Management LLC | 4,846 | $343.0K | 0.02% | −2,893−37.4% | Reduced |
| Heartland Bank & Trust Co | 4,809 | $340.0K | 0.31% | −533−10.0% | Reduced |
| CX Institutional | 4,789 | $339.0K | 0.03% | +247+5.4% | Added |
| Endurance Wealth Management, Inc. | 4,790 | $338.0K | 0.04% | +375+8.5% | Added |
| Hartford Financial Management Inc. | 4,765 | $337.0K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,751 | $336.0K | 0.02% | +124+2.7% | Added |
| AllSquare Wealth Management LLC | 4,717 | $334.0K | 0.20% | +350+8.0% | Added |
| Costello Asset Management, INC | 4,704 | $333.0K | 0.22% | −594−11.2% | Reduced |
| Pinnacle Financial Partners Inc | 4,688 | $332.0K | 0.01% | −37,107−88.8% | Reduced |
| Wade G W & Inc | 4,686 | $332.0K | 0.02% | −70−1.5% | Reduced |
| Sonata Capital Group Inc | 4,689 | $332.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 4,688 | $332.0K | 0.01% | +4,688 | New |
| Brewin Dolphin Wealth Management Ltd | 4,680 | $331.1K | 0.04% | +945+25.3% | Added |
| Summit Global Investments | 4,673 | $331.0K | 0.02% | −39−0.8% | Reduced |
| Berkeley Capital Partners, LLC | 4,647 | $329.0K | 0.15% | −90−1.9% | Reduced |
| Weld Capital Management LLC | 4,633 | $328.0K | 0.33% | −49,265−91.4% | Reduced |
| Centaurus Financial, Inc. | 4,624 | $327.0K | 0.03% | +805+21.1% | Added |
| Allied Investment Advisors, LLC | 4,595 | $325.0K | 0.12% | −375−7.5% | Reduced |
| Assetmark, Inc | 4,595 | $325.0K | 0.00% | +434+10.4% | Added |
| Csenge Advisory Group | 4,581 | $325.0K | 0.03% | +1,819+65.9% | Added |
| AXS Investments LLC | 4,581 | $324.0K | 0.10% | +259+6.0% | Added |
| Capital International Sarl | 4,573 | $324.0K | 0.03% | +599+15.1% | Added |
| Platform Technology Partners | 4,580 | $324.0K | 0.13% | +4,580 | New |
| Hyman Charles D | 4,553 | $322.0K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,556 | $322.0K | 0.03% | +1,453+46.8% | Added |
| Bridgewater Advisors Inc. | 4,539 | $321.0K | 0.10% | +504+12.5% | Added |
| Essex Savings Bank | 4,073 | $321.0K | 0.12% | +4,073 | New |
| Leavell Investment Management, Inc. | 4,391 | $319.0K | 0.03% | 00.0% | Unchanged |