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 2025
Institutional positions in Citigroup Inc as of Jun 30, 2025. 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
- 2,064
- +73 vs. Q1 2025
- Shares held
- 1.43B
- −1.79M (−0.1%) vs. Q1 2025
- Total value
- $121.9B
- +$20.3B (+19.9%) vs. Q1 2025
- New holders
- 204
- 865 more added
- Sold out
- 131
- 751 more reduced
34 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 9,311 | $792.6K | 0.16% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,323 | $793.6K | 0.11% | +1,255+15.6% | Added |
| Alta Advisers Ltd | 9,364 | $797.1K | 0.28% | 00.0% | Unchanged |
| Black Swift Group, LLC | 9,500 | $808.6K | 0.16% | −181−1.9% | Reduced |
| Wealth Alliance | 9,508 | $809.3K | 0.09% | −38−0.4% | Reduced |
| Cabot Wealth Management Inc | 9,558 | $813.6K | 0.10% | +73+0.8% | Added |
| Moneta Group Investment Advisors LLC | 9,590 | $816.3K | 0.01% | −328−3.3% | Reduced |
| Parkside Financial Bank & Trust | 9,633 | $820.0K | 0.09% | +216+2.3% | Added |
| Marco Investment Management LLC | 9,655 | $821.8K | 0.07% | +76+0.8% | Added |
| Edmp, Inc. | 9,698 | $825.5K | 0.70% | +329+3.5% | Added |
| Dynamic Advisor Solutions LLC | 9,703 | $825.9K | 0.03% | +4,293+79.4% | Added |
| AdvisorNet Financial, Inc | 9,746 | $829.5K | 0.05% | +73+0.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,754 | $830.3K | 0.19% | −368−3.6% | Reduced |
| Brian Low Financial Group, LLC | 9,754 | $830.3K | 0.78% | +9,754 | New |
| David Loasby | 9,043 | $830.4K | 0.07% | +4,720+109.2% | Added |
| Sivia Capital Partners, LLC | 9,805 | $834.6K | 0.28% | +1,669+20.5% | Added |
| Grandview Asset Management LLC | 9,820 | $836.0K | 0.27% | +28+0.3% | Added |
| Choate Investment Advisors | 9,882 | $841.2K | 0.02% | +1,896+23.7% | Added |
| Jamison Private Wealth Management, Inc. | 9,921 | $844.5K | 0.12% | −731−6.9% | Reduced |
| West Family Investments, Inc. | 9,941 | $846.2K | 0.22% | +2,931+41.8% | Added |
| Field & Main Bank | 9,943 | $846.3K | 0.28% | +315+3.3% | Added |
| Cyndeo Wealth Partners, LLC | 9,986 | $850.0K | 0.05% | +20.0% | Added |
| Par Capital Management Inc | 10,000 | $851.2K | 0.03% | 00.0% | Unchanged |
| TT Capital Management LLC | 10,002 | $851.5K | 0.69% | −1,442−12.6% | Reduced |
| Rossmore Private Capital | 10,017 | $852.6K | 0.10% | −1,502−13.0% | Reduced |
| Bridgewater Advisors Inc. | 9,025 | $852.7K | 0.06% | +2,045+29.3% | Added |
| Stephenson National Bank & Trust | 10,027 | $853.5K | 0.28% | +9+0.1% | Added |
| Davis Investment Partners, LLC | 9,963 | $859.5K | 0.31% | −159−1.6% | Reduced |
| Severin Investments, LLC | 10,156 | $864.5K | 0.81% | +1,820+21.8% | Added |
| Mayflower Financial Advisors, LLC | 10,170 | $865.7K | 0.12% | +258+2.6% | Added |
| Thrive Wealth Management, LLC | 10,206 | $868.8K | 0.14% | +1,046+11.4% | Added |
| Sherbrooke Park Advisers LLC | 10,215 | $869.5K | 0.38% | +10,215 | New |
| Royal Fund Management, LLC | 10,254 | $872.8K | 0.09% | −8,424−45.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,344 | $880.5K | 0.39% | +55+0.5% | Added |
| Goldstone Financial Group, LLC | 9,956 | $883.3K | 0.12% | +1,063+12.0% | Added |
| LVZ Advisors, Inc. | 10,478 | $891.9K | 0.11% | −20−0.2% | Reduced |
| Hollencrest Capital Management | 10,513 | $894.9K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,561 | $899.0K | 0.19% | +325+3.2% | Added |
| Quest Partners LLC | 10,562 | $899.0K | 0.09% | +10,363+5,207.5% | Added |
| Westside Investment Management, Inc. | 10,572 | $900.9K | 0.17% | +283+2.8% | Added |
| Guardian Investment Management | 10,625 | $904.4K | 0.94% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,014 | $904.9K | 0.05% | +805+7.2% | Added |
| Quadcap Wealth Management, LLC | 10,652 | $906.7K | 0.12% | +39+0.4% | Added |
| My Legacy Advisors, LLC | 10,416 | $907.0K | 0.32% | +460+4.6% | Added |
| Future Fund LLC | 10,668 | $908.1K | 0.41% | +988+10.2% | Added |
| GFG Capital, LLC | 10,676 | $908.7K | 0.27% | −10,877−50.5% | Reduced |
| KMG Fiduciary Partners, LLC | 10,677 | $908.9K | 0.07% | −1,871−14.9% | Reduced |
| Cornerstone Wealth Management, LLC | 10,696 | $910.4K | 0.06% | +652+6.5% | Added |
| Alpha Cubed Investments, LLC | 10,732 | $913.5K | 0.03% | +581+5.7% | Added |
| Verdence Capital Advisors LLC | 10,752 | $915.2K | 0.06% | +285+2.7% | Added |
| Gleason Group, Inc. | 10,759 | $915.8K | 0.10% | +81+0.8% | Added |
| Leo Wealth, LLC | 10,771 | $916.9K | 0.07% | +3,041+39.3% | Added |
| Carnegie Lake Advisors LLC | 10,778 | $917.0K | 0.36% | −395−3.5% | Reduced |
| Crestwood Advisors Group LLC | 10,780 | $917.6K | 0.02% | −38−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,813 | $920.4K | 0.07% | −534−4.7% | Reduced |
| GM Advisory Group, Inc. | 10,829 | $921.8K | 0.05% | +10,829 | New |
| V-Square Quantitative Management LLC | 10,915 | $929.1K | 0.12% | +768+7.6% | Added |
| Angel Oak Capital Advisors, LLC | 11,000 | $936.3K | 1.32% | −3,000−21.4% | Reduced |
| New England Asset Management Inc | 11,010 | $937.2K | 0.15% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 11,012 | $937.3K | 0.01% | +2,372+27.5% | Added |
| Gallacher Capital Management LLC | 11,077 | $942.9K | 0.44% | +2,947+36.2% | Added |
| Independent Financial Group, LLC | 11,107 | $945.5K | 0.03% | −1,735−13.5% | Reduced |
| Lazari Capital Management, Inc. | 11,251 | $957.7K | 0.36% | −601−5.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,280 | $960.0K | 0.13% | −2,838−20.1% | Reduced |
| Harmony Asset Management LLC | 11,407 | $970.9K | 0.36% | −50.0% | Reduced |
| United Bank | 11,415 | $971.6K | 0.37% | +11,415 | New |
| SageView Advisory Group, LLC | 10,175 | $972.2K | 0.04% | +604+6.3% | Added |
| Washington Trust Bank | 11,457 | $975.2K | 0.08% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 11,464 | $975.8K | 0.09% | −649−5.4% | Reduced |
| Colonial River Wealth Management, LLC | 11,232 | $978.1K | 0.42% | +1,774+18.8% | Added |
| Cim Investment Mangement Inc | 12,614 | $980.6K | 0.19% | +6,296+99.7% | Added |
| Waterloo Capital, L.P. | 11,536 | $982.0K | 0.08% | +7,288+171.6% | Added |
| EJF Capital LLC | 11,662 | $992.7K | 0.79% | −15,672−57.3% | Reduced |
| Twelve Points Wealth Management LLC | 11,663 | $992.7K | 0.27% | −312−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 11,686 | $994.7K | 0.11% | −874−7.0% | Reduced |
| Fulton Bank, N.A. | 11,687 | $994.8K | 0.04% | +189+1.6% | Added |
| RMR Wealth Builders | 11,690 | $995.1K | 0.09% | +485+4.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 11,733 | $998.7K | 0.12% | +1,572+15.5% | Added |
| Sowell Financial Services LLC | 11,740 | $999.3K | 0.04% | −1,580−11.9% | Reduced |
| Journey Strategic Wealth LLC | 11,801 | $1.00M | 0.03% | +4,364+58.7% | Added |
| Personal Cfo Solutions, LLC | 11,816 | $1.01M | 0.19% | +704+6.3% | Added |
| Daymark Wealth Partners, LLC | 11,832 | $1.01M | 0.04% | +1,054+9.8% | Added |
| Geneos Wealth Management Inc. | 11,897 | $1.01M | 0.02% | +1,045+9.6% | Added |
| Navellier & Associates Inc | 11,898 | $1.01M | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 11,944 | $1.02M | 0.18% | −3,012−20.1% | Reduced |
| Fidelis Capital Partners, LLC | 11,027 | $1.02M | 0.09% | +2,239+25.5% | Added |
| Western Wealth Management, LLC | 11,952 | $1.02M | 0.06% | +1,512+14.5% | Added |
| First Citizens Bank & Trust Co | 11,963 | $1.02M | 0.02% | +5,774+93.3% | Added |
| Traub Capital Management LLC | 11,970 | $1.02M | 0.94% | +11,970 | New |
| Board of the Pension Protection Fund | 12,000 | $1.02M | 1.10% | +12,000 | New |
| EverSource Wealth Advisors, LLC | 12,005 | $1.02M | 0.05% | +3,218+36.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 12,091 | $1.02M | 0.01% | −1,123−8.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12,022 | $1.02M | 0.35% | +181+1.5% | Added |
| Diversify Wealth Management, LLC | 10,744 | $1.03M | 0.06% | −903−7.8% | Reduced |
| Magnetar Financial LLC | 12,100 | $1.03M | 0.00% | +12,100 | New |
| Solitude Financial Services | 12,200 | $1.04M | 0.38% | −4,296−26.0% | Reduced |
| LifePlan Financial, LLC | 12,302 | $1.05M | 0.87% | −1,569−11.3% | Reduced |
| Kestra Investment Management, LLC | 13,245 | $1.05M | 0.02% | +7,567+133.3% | Added |
| Haverford Trust Co | 12,360 | $1.05M | 0.01% | −432−3.4% | Reduced |
| BKM Wealth Management, LLC | 12,404 | $1.06M | 0.41% | −232−1.8% | Reduced |