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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 3,370 | $238.0K | 0.17% | 00.0% | Unchanged |
| Truadvice, LLC | 3,492 | $237.0K | 0.05% | +3,492 | New |
| Stonnington Group, LLC | 3,537 | $236.0K | 0.05% | −10,500−74.8% | Reduced |
| CWA Asset Management Group, LLC | 3,298 | $234.0K | 0.02% | −677−17.0% | Reduced |
| Ridgewood Investments LLC | 3,292 | $233.0K | 0.15% | −1,129−25.5% | Reduced |
| Gould Asset Management LLC | 3,299 | $233.0K | 0.07% | +3,299 | New |
| Salzhauer Michael | 3,266 | $231.0K | 0.11% | −13−0.4% | Reduced |
| RMR Wealth Builders | 3,230 | $229.0K | 0.08% | −922−22.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,226 | $228.0K | 0.00% | −95−2.9% | Reduced |
| Cambridge Trust Co | 3,215 | $227.0K | 0.01% | −1,570−32.8% | Reduced |
| New Jersey Better Educational Savings Trust | 3,211 | $227.0K | 0.45% | 00.0% | Unchanged |
| Versor Investments LP | 3,200 | $226.0K | 0.01% | −19,047−85.6% | Reduced |
| Pacific Center for Financial Services | 3,189 | $226.0K | 0.10% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,191 | $226.0K | 0.03% | +339+11.9% | Added |
| Lee Danner & Bass Inc | 3,175 | $225.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,012 | $224.0K | 0.03% | −373−5.8% | Reduced |
| Perennial Investment Advisors, LLC | 3,159 | $224.0K | 0.08% | −347−9.9% | Reduced |
| D'Orazio & Associates, Inc. | 3,131 | $222.0K | 0.06% | +2,004+177.8% | Added |
| DRW Securities, LLC | 3,114 | $220.0K | 0.03% | +3,114 | New |
| Lavaca Capital LLC | 3,108 | $220.0K | 0.11% | +3,108 | New |
| Cedar Brook Financial Partners, LLC | 3,092 | $219.0K | 0.06% | +103+3.4% | Added |
| Covenant Multifamily Offices, LLC | 3,099 | $219.0K | 0.04% | +3,099 | New |
| Noesis Capital Mangement Corp | 3,265 | $218.0K | 0.04% | −15−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,069 | $217.0K | 0.05% | −265−7.9% | Reduced |
| Castleview Partners, LLC | 3,070 | $217.0K | 0.10% | +3,070 | New |
| Winthrop Advisory Group LLC | 3,056 | $216.0K | 0.05% | +10+0.3% | Added |
| Allegiant Private Advisors, LLC | 3,051 | $216.0K | 0.03% | +3,051 | New |
| Quantinno Capital Management LP | 3,037 | $215.0K | 0.24% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,036 | $215.0K | 0.05% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,144 | $213.0K | 0.06% | −1,098−25.9% | Reduced |
| Old North State Trust, LLC | 3,015 | $213.0K | 0.16% | +193+6.8% | Added |
| Beta Wealth Group, Inc. | 3,000 | $213.0K | 0.15% | +3,000 | New |
| WMS Partners, LLC | 2,999 | $212.0K | 0.03% | −10.0% | Reduced |
| Johnson Financial Group, LLC | 2,979 | $211.0K | 0.04% | +2,979 | New |
| XR Securities LLC | 2,966 | $210.0K | 0.17% | +2,966 | New |
| Rosenberg Matthew Hamilton | 2,940 | $208.0K | 0.11% | +10.0% | Added |
| Sustainable Insight Capital Management, LLC | 2,946 | $208.0K | 0.12% | +2,946 | New |
| Claret Asset Management Corp | 2,937 | $208.0K | 0.03% | +2,937 | New |
| Tuttle Tactical Management | 2,922 | $207.0K | 0.09% | −4,321−59.7% | Reduced |
| Global Retirement Partners, LLC | 2,926 | $207.0K | 0.02% | −629−17.7% | Reduced |
| Constitution Capital LLC | 2,924 | $207.0K | 0.13% | −100−3.3% | Reduced |
| Bell Bank | 2,925 | $207.0K | 0.03% | −22−0.7% | Reduced |
| CNB Bank | 2,928 | $207.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,926 | $207.0K | 0.06% | +1,050+56.0% | Added |
| Rossmore Private Capital | 2,908 | $206.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,905 | $206.0K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,924 | $206.0K | 0.02% | +2,924 | New |
| Burns J W & Co Inc | 2,896 | $205.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,897 | $205.0K | 0.07% | 00.0% | Unchanged |
| Titus Wealth Management | 2,887 | $204.0K | 0.11% | −39−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 2,880 | $204.0K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,868 | $203.0K | 0.01% | 00.0% | Unchanged |
| Hayden Royal, LLC | 2,838 | $201.0K | 0.11% | −4−0.1% | Reduced |
| First National Corp | 3,922 | $200.0K | 0.07% | −1,374−25.9% | Reduced |
| Caldwell Trust Co | 2,799 | $198.0K | 0.03% | +60+2.2% | Added |
| Denali Advisors LLC | 2,800 | $198.0K | 0.08% | −5,500−66.3% | Reduced |
| Bartlett & Co. LLC | 2,784 | $197.0K | 0.00% | −200−6.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,784 | $197.0K | 0.00% | −200−6.7% | Reduced |
| Accel Wealth Management | 2,762 | $195.0K | 0.13% | +211+8.3% | Added |
| Centerpoint Advisors, LLC | 2,743 | $194.0K | 0.09% | +2,743 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,729 | $193.0K | 0.00% | −8,931−76.6% | Reduced |
| Standard Family Office LLC | 2,724 | $193.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,582 | $183.0K | 0.09% | −285−9.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,522 | $178.0K | 0.05% | +10.0% | Added |
| Adirondack Trust Co | 2,468 | $175.0K | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,457 | $174.0K | 0.09% | −645−20.8% | Reduced |
| Evolution Wealth Advisors, LLC | 2,465 | $174.0K | 0.04% | +2,192+802.9% | Added |
| MV Capital Management, Inc. | 2,432 | $172.0K | 0.03% | +166+7.3% | Added |
| Fortis Advisors, LLC | 2,423 | $171.0K | 0.10% | +2,423 | New |
| Silvant Capital Management LLC | 2,386 | $169.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,013 | $165.3K | 0.01% | +4,013 | New |
| City Holding Co | 2,284 | $162.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,288 | $162.0K | 0.11% | +1,056+85.7% | Added |
| Crescent Capital Consulting, LLC | 2,200 | $155.0K | 0.03% | −154−6.5% | Reduced |
| Highlander Capital Management, LLC | 2,130 | $151.0K | 0.08% | 00.0% | Unchanged |
| Sierra Capital LLC | 2,074 | $147.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,044 | $145.0K | 0.01% | +67+3.4% | Added |
| Systematic Alpha Investments, LLC | 1,961 | $143.0K | 0.01% | −709−26.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,015 | $143.0K | 0.05% | +334+19.9% | Added |
| Hexagon Capital Partners LLC | 1,986 | $141.0K | 0.04% | −1,000−33.5% | Reduced |
| Sonora Investment Management, LLC | 1,964 | $139.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,912 | $136.0K | 0.01% | −2,500−56.7% | Reduced |
| Sargent Bickham Lagudis LLC | 1,910 | $135.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,888 | $134.0K | 0.00% | −5,876−75.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,902 | $134.0K | 0.04% | −171−8.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,875 | $133.0K | 0.09% | +1,862+14,323.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,843 | $130.0K | 0.07% | −20−1.1% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $130.0K | 0.03% | +360+32.1% | Added |
| McIlrath & Eck, LLC | 1,817 | $129.0K | 0.04% | +2+0.1% | Added |
| Eagle Bay Advisors LLC | 1,767 | $128.0K | 0.10% | +1,767 | New |
| Hoey Investments, Inc | 1,760 | $125.0K | 0.04% | +1,500+576.9% | Added |
| Larson Financial Group LLC | 1,736 | $123.0K | 0.03% | +8+0.5% | Added |
| CKW Financial Group | 1,700 | $121.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,713 | $121.0K | 0.02% | +303+21.5% | Added |
| Cordant, Inc. | 1,672 | $118.0K | 0.07% | −1,671−50.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,666 | $118.0K | 0.05% | +45+2.8% | Added |
| Gemmer Asset Management LLC | 1,642 | $116.0K | 0.02% | −49−2.9% | Reduced |
| Financial Avengers, Inc. | 1,596 | $113.0K | 0.08% | +10+0.6% | Added |
| Tacita Capital Inc | 1,584 | $112.0K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,571 | $111.0K | 0.03% | −343−17.9% | Reduced |