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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 4,507 | $319.0K | 0.04% | +235+5.5% | Added |
| Abbot Financial Management, Inc. | 4,490 | $318.0K | 0.14% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,489 | $318.0K | 0.22% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,485 | $317.0K | 0.08% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 4,460 | $317.0K | 0.11% | +256+6.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,478 | $316.8K | 0.05% | +4,478 | New |
| Virtu Financial LLC | 4,472 | $316.0K | 0.03% | −19,552−81.4% | Reduced |
| Qci Asset Management Inc | 4,452 | $315.0K | 0.02% | −430−8.8% | Reduced |
| Grandview Asset Management LLC | 4,458 | $315.0K | 0.17% | −346−7.2% | Reduced |
| Wagner Wealth Management, LLC | 4,446 | $315.0K | 0.23% | +530+13.5% | Added |
| Abbrea Capital, LLC | 4,414 | $312.0K | 0.05% | +760+20.8% | Added |
| Independent Solutions Wealth Management, LLC | 4,401 | $311.4K | 0.08% | +4,401 | New |
| CMG Global Holdings, LLC | 4,397 | $311.0K | 0.23% | +21+0.5% | Added |
| Navellier & Associates Inc | 4,400 | $311.0K | 0.05% | +4,400 | New |
| Keel Point, LLC | 4,387 | $310.0K | 0.04% | −125−2.8% | Reduced |
| RFG Advisory, LLC | 4,372 | $309.0K | 0.03% | +866+24.7% | Added |
| Bulltick Wealth Management, LLC | 4,359 | $308.4K | 0.07% | −709−14.0% | Reduced |
| Cottage Street Advisors LLC | 4,332 | $307.0K | 0.18% | +10.0% | Added |
| Sunflower Bank, N.A. | 4,342 | $307.0K | 0.05% | +4,342 | New |
| Trustcore Financial Services, LLC | 4,312 | $305.0K | 0.03% | −29−0.7% | Reduced |
| Hanson & Doremus Investment Management | 7,042 | $304.0K | 0.09% | +1,863+36.0% | Added |
| Atwood & Palmer Inc | 4,297 | $304.0K | 0.03% | −251−5.5% | Reduced |
| Calton & Associates, Inc. | 4,292 | $304.0K | 0.06% | +490+12.9% | Added |
| Cable Hill Partners, LLC | 4,290 | $304.0K | 0.07% | +4,290 | New |
| Kempen Capital Management N.V. | 4,261 | $301.0K | 0.01% | +633+17.4% | Added |
| Meridian Wealth Advisors, LLC | 4,236 | $300.0K | 0.08% | +991+30.5% | Added |
| TD Ameritrade Investment Management, LLC | 4,223 | $299.0K | 0.00% | +393+10.3% | Added |
| Ssi Investment Management LLC | 4,186 | $297.0K | 0.02% | +4+0.1% | Added |
| Pavion Blue Capital, LLC | 4,159 | $294.0K | 0.18% | −56−1.3% | Reduced |
| Beaton Management Co. Inc. | 4,162 | $294.0K | 0.19% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4,129 | $292.0K | 0.02% | +225+5.8% | Added |
| Proficio Capital Partners LLC | 4,107 | $291.0K | 0.04% | −677−14.2% | Reduced |
| Trustco Bank Corp N Y | 4,118 | $291.0K | 0.26% | −400−8.9% | Reduced |
| Roble, Belko & Company, Inc | 4,113 | $291.0K | 0.07% | 00.0% | Unchanged |
| Mark Stevens | 4,084 | $289.0K | 0.03% | −102−2.4% | Reduced |
| Emerald Advisors, LLC | 4,089 | $289.0K | 0.09% | −80−1.9% | Reduced |
| RSM US Wealth Management LLC | 4,090 | $289.0K | 0.02% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 4,047 | $286.0K | 0.21% | −875−17.8% | Reduced |
| Wilkinson Global Asset Management LLC | 4,045 | $286.0K | 0.02% | −35−0.9% | Reduced |
| Legacy Wealth Planning, LLC | 4,049 | $286.0K | 0.33% | 00.0% | Unchanged |
| Check Capital Management Inc | 4,045 | $286.0K | 0.02% | +110+2.8% | Added |
| KLK Capital Management LLC | 4,013 | $284.0K | 0.24% | +4,013 | New |
| Gamble Jones Investment Counsel | 4,000 | $283.0K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,995 | $283.0K | 0.05% | +3,995 | New |
| Main Street Financial Solutions, LLC | 3,986 | $282.0K | 0.05% | +89+2.3% | Added |
| Joel Isaacson & Co., LLC | 3,947 | $279.0K | 0.02% | +906+29.8% | Added |
| Graypoint LLC | 3,921 | $277.0K | 0.04% | +665+20.4% | Added |
| Atlas Capital Advisors LLC | 3,900 | $275.9K | 0.05% | +3,400+680.0% | Added |
| Park National Corp | 3,882 | $275.0K | 0.01% | −598−13.3% | Reduced |
| Eads & Heald Wealth Management | 3,877 | $274.0K | 0.13% | +540+16.2% | Added |
| First Dallas Securities Inc. | 3,875 | $274.0K | 0.18% | +3,875 | New |
| West Chester Capital Advisors, Inc | 3,855 | $273.0K | 0.21% | 00.0% | Unchanged |
| Phocas Financial Corp. | 3,857 | $272.0K | 0.03% | +300+8.4% | Added |
| Private Capital Group, LLC | 3,785 | $268.0K | 0.06% | +350+10.2% | Added |
| Griffin Asset Management, Inc. | 3,772 | $267.0K | 0.03% | −543−12.6% | Reduced |
| Red Door Wealth Management, LLC | 3,774 | $267.0K | 0.10% | +3,774 | New |
| Cornerstone Wealth Group, LLC | 4,080 | $266.0K | 0.05% | −96,711−96.0% | Reduced |
| Sepio Capital, LP | 3,755 | $266.0K | 0.02% | −125−3.2% | Reduced |
| Naples Global Advisors, LLC | 3,766 | $266.0K | 0.04% | 00.0% | Unchanged |
| Highland Private Wealth Management | 3,752 | $266.0K | 0.04% | +372+11.0% | Added |
| Lafayette Investments, Inc. | 3,761 | $266.0K | 0.07% | +3,761 | New |
| LVZ Advisors, Inc. | 3,749 | $265.0K | 0.04% | +261+7.5% | Added |
| Stokes Family Office, LLC | 3,742 | $265.0K | 0.04% | +715+23.6% | Added |
| A.R.T. Advisors, LLC | 3,725 | $264.0K | 11.45% | −9,400−71.6% | Reduced |
| New England Investment & Retirement Group, Inc. | 3,729 | $264.0K | 0.06% | +3,729 | New |
| QVR LLC | 3,697 | $262.0K | 0.67% | +3,148+573.4% | Added |
| Pinnacle Bancorp, Inc. | 3,688 | $261.0K | 0.12% | +337+10.1% | Added |
| 1832 Asset Management L.P. | 3,656 | $259.0K | 0.00% | −587−13.8% | Reduced |
| Gables Capital Management Inc. | 3,650 | $258.0K | 0.18% | −4,572−55.6% | Reduced |
| Lakeview Capital Partners, LLC | 3,642 | $258.0K | 0.11% | −2,736−42.9% | Reduced |
| Landmark Financial Advisors, LLC | 3,630 | $257.0K | 0.12% | +107+3.0% | Added |
| CPWM, LLC | 3,624 | $256.0K | 0.02% | −16,629−82.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,620 | $256.0K | 0.20% | +3+0.1% | Added |
| Bel Air Investment Advisors LLC | 3,586 | $254.0K | 0.01% | −7,137−66.6% | Reduced |
| Bard Financial Services, Inc. | 3,595 | $254.0K | 0.02% | +250+7.5% | Added |
| First Nebraska Trust Co | 3,579 | $253.2K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,575 | $253.0K | 0.03% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,562 | $252.0K | 0.20% | −931−20.7% | Reduced |
| BLB&B Advisors, LLC | 3,562 | $252.0K | 0.02% | +3,562 | New |
| Ropes Wealth Advisors LLC | 3,557 | $252.0K | 0.04% | +3,557 | New |
| Warther Private Wealth, LLC | 3,544 | $252.0K | 0.24% | +3,544 | New |
| Campbell & CO Investment Adviser LLC | 3,550 | $251.0K | 0.11% | +3,550 | New |
| Sightline Wealth Advisors, LLC | 3,528 | $250.0K | 0.21% | +22+0.6% | Added |
| Gilbert & Cook, Inc. | 3,533 | $250.0K | 0.05% | +106+3.1% | Added |
| Financial Counselors Inc | 3,506 | $248.0K | 0.01% | −106−2.9% | Reduced |
| Resource Management, LLC | 3,490 | $247.0K | 0.03% | −100−2.8% | Reduced |
| David Loasby | 3,473 | $246.0K | 0.03% | +301+9.5% | Added |
| Voya Financial Advisors, Inc. | 3,509 | $245.0K | 0.03% | −14,102−80.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,462 | $245.0K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,476 | $245.0K | 0.13% | +210+6.4% | Added |
| Evoke Wealth, LLC | 3,462 | $245.0K | 0.01% | +444+14.7% | Added |
| Advisor Resource Council | 3,464 | $245.0K | 0.03% | +3,464 | New |
| Sound View Wealth Advisors Group, LLC | 3,438 | $243.0K | 0.05% | +2+0.1% | Added |
| Wealth Quarterback LLC | 3,420 | $242.0K | 0.15% | +3,420 | New |
| SG3 Management, LLC | 3,400 | $241.0K | 0.10% | −7,800−69.6% | Reduced |
| Koss-Olinger Consulting, LLC | 3,388 | $240.0K | 0.04% | −805−19.2% | Reduced |
| GFS Advisors, LLC | 3,373 | $239.0K | 0.05% | −6,247−64.9% | Reduced |
| Camelot Portfolios, LLC | 3,385 | $239.0K | 0.10% | −1,093−24.4% | Reduced |
| Clear Creek Financial Management, LLC | 3,377 | $239.0K | 0.04% | +3,377 | New |
| Zions Bancorporation, N.A. | 3,357 | $238.0K | 0.02% | −1,010−23.1% | Reduced |