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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1,539 | $109.0K | 0.03% | −24−1.5% | Reduced |
| Webster Bank, N. A. | 1,535 | $108.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,517 | $107.3K | 0.04% | +84+5.9% | Added |
| Peoples Financial Services Corp. | 1,486 | $105.0K | 0.04% | +500+50.7% | Added |
| Ossiam | 1,526 | $103.0K | 0.00% | −134,672−98.9% | Reduced |
| Barometer Capital Management Inc. | 1,445 | $101.5K | 0.02% | −40,795−96.6% | Reduced |
| Clearview Wealth Advisors LLC | 1,405 | $99.0K | 0.06% | +6+0.4% | Added |
| Avion Wealth | 1,342 | $95.0K | 0.03% | +9+0.7% | Added |
| Ironwood Financial, llc | 1,327 | $94.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,291 | $91.0K | 0.02% | −656−33.7% | Reduced |
| Glassman Wealth Services | 1,285 | $91.0K | 0.02% | +164+14.6% | Added |
| Reilly Financial Advisors, LLC | 1,266 | $90.0K | 0.01% | −153−10.8% | Reduced |
| Baystate Wealth Management LLC | 1,270 | $90.0K | 0.01% | +33+2.7% | Added |
| Gradient Investments LLC | 1,263 | $89.0K | 0.00% | −147−10.4% | Reduced |
| S.A. Mason LLC | 1,265 | $89.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,261 | $89.0K | 0.02% | +500+65.7% | Added |
| MCF Advisors LLC | 1,255 | $89.0K | 0.01% | +1,255 | New |
| JFS Wealth Advisors, LLC | 1,249 | $88.0K | 0.01% | −79−5.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,240 | $88.0K | 0.05% | +250+25.3% | Added |
| Delta Asset Management LLC | 1,219 | $86.0K | 0.01% | −300−19.7% | Reduced |
| Addison Advisors LLC | 1,205 | $85.0K | 0.07% | +1,205 | New |
| FinTrust Capital Advisors, LLC | 1,177 | $83.0K | 0.02% | −203−14.7% | Reduced |
| Fieldpoint Private Securities, LLC | 1,135 | $83.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,156 | $81.0K | 0.02% | +124+12.0% | Added |
| Farmers & Merchants Investments Inc | 1,100 | $78.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,095 | $77.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,069 | $76.0K | 0.01% | −219−17.0% | Reduced |
| TSFG, LLC | 1,071 | $76.0K | 0.03% | +26+2.5% | Added |
| Column Capital Advisors, LLC | 1,050 | $74.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,033 | $73.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $70.8K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 978 | $69.0K | 0.00% | −328,000−99.7% | Reduced |
| Global Trust Asset Management, LLC | 938 | $66.0K | 0.03% | 00.0% | Unchanged |
| Beck Bode, LLC | 935 | $66.0K | 0.02% | +935 | New |
| First Command Bank | 927 | $65.0K | 0.01% | −25−2.6% | Reduced |
| First Command Financial Services, Inc. | 927 | $65.0K | 0.01% | −25−2.6% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 915 | $65.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 925 | $65.0K | 0.05% | +925 | New |
| JNBA Financial Advisors | 886 | $63.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 929 | $63.0K | 0.04% | +140+17.7% | Added |
| Ellevest, Inc. | 873 | $62.0K | 0.01% | −3,080−77.9% | Reduced |
| Veracity Capital LLC | 880 | $62.0K | 0.01% | +2+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 872 | $62.0K | 0.01% | 00.0% | Unchanged |
| Motco | 883 | $62.0K | 0.00% | +540+157.4% | Added |
| Joseph P. Lucia & Associates, LLC | 868 | $61.0K | 0.04% | −32−3.6% | Reduced |
| Bollard Group LLC | 856 | $61.0K | 0.00% | +5+0.6% | Added |
| Sittner & Nelson, LLC | 845 | $60.0K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 851 | $60.0K | 0.01% | +494+138.4% | Added |
| Godsey & Gibb Associates | 840 | $59.0K | 0.04% | +840 | New |
| First Financial Corp | 800 | $57.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $56.6K | 0.07% | −2,255−73.8% | Reduced |
| Ellis Investment Partners, LLC | 788 | $55.0K | 0.01% | −66−7.7% | Reduced |
| KB Financial Partners, LLC | 781 | $55.0K | 0.02% | −2−0.3% | Reduced |
| Acima Private Wealth, LLC | 760 | $54.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 767 | $54.0K | 0.03% | +9+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 771 | $54.0K | 0.01% | +54+7.5% | Added |
| Arlington Partners LLC | 750 | $53.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 745 | $53.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 753 | $53.0K | 0.01% | +163+27.6% | Added |
| USA Financial Portformulas Corp | 716 | $51.0K | 0.04% | +698+3,877.8% | Added |
| Rocky Mountain Advisers, LLC | 700 | $50.0K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 684 | $48.0K | 0.01% | −91−11.7% | Reduced |
| Logan Capital Management Inc | 665 | $47.0K | 0.00% | +155+30.4% | Added |
| Monetary Management Group Inc | 645 | $46.0K | 0.01% | −91−12.4% | Reduced |
| Charter Oak Capital Management, LLC | 656 | $46.0K | 0.01% | +200+43.9% | Added |
| Parisi Gray Wealth Management | 649 | $46.0K | 0.02% | +649 | New |
| Elmwood Wealth Management, Inc. | 635 | $45.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 631 | $45.0K | 0.03% | +81+14.7% | Added |
| Hudock, Inc. | 634 | $44.0K | 0.01% | +4+0.6% | Added |
| Cranbrook Wealth Management, LLC | 595 | $42.0K | 0.01% | −325−35.3% | Reduced |
| First Personal Financial Services | 585 | $41.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 583 | $41.0K | 0.00% | +9+1.6% | Added |
| Financial Perspectives, Inc | 566 | $40.0K | 0.02% | −40,611−98.6% | Reduced |
| Hall Laurie J Trustee | 570 | $40.0K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 560 | $39.6K | 0.00% | +400+250.0% | Added |
| Savior LLC | 549 | $39.0K | 0.03% | −291−34.6% | Reduced |
| Cordasco Financial Network | 516 | $37.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 526 | $37.0K | 0.01% | +161+44.1% | Added |
| Resolute Partners Group | 528 | $37.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 496 | $35.0K | 0.00% | −464−48.3% | Reduced |
| Horrell Capital Management, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 499 | $35.0K | 0.02% | 00.0% | Unchanged |
| JBF Capital, Inc. | 500 | $35.0K | 0.01% | +500 | New |
| Exchange Traded Concepts, LLC | 483 | $34.0K | 0.00% | −34,916−98.6% | Reduced |
| Princeton Global Asset Management LLC | 478 | $34.0K | 0.01% | −776−61.9% | Reduced |
| Johnson Midwest Financial, LLC | 478 | $34.0K | 0.03% | +3+0.6% | Added |
| Liberty Wealth Management LLC | 469 | $33.0K | 0.01% | −511−52.1% | Reduced |
| Ogorek Anthony Joseph | 476 | $33.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 465 | $33.0K | 0.02% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 470 | $33.0K | 0.00% | +16+3.5% | Added |
| Sage Financial Group Inc | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 442 | $31.3K | 0.01% | +32+7.8% | Added |
| Tortoise Investment Management, LLC | 421 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 417 | $30.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 427 | $29.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 410 | $29.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 408 | $29.0K | 0.01% | 00.0% | Unchanged |