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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 12,430 | $1.06M | 0.26% | +171+1.4% | Added |
| Savvy Advisors, Inc. | 12,431 | $1.06M | 0.07% | +3,134+33.7% | Added |
| Benjamin Edwards Inc | 12,480 | $1.06M | 0.01% | +538+4.5% | Added |
| Asset Dedication, LLC | 12,487 | $1.06M | 0.08% | +377+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 12,500 | $1.06M | 0.06% | +5,598+81.1% | Added |
| J. Safra Sarasin Holding AG | 12,500 | $1.06M | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 12,528 | $1.07M | 0.03% | +170+1.4% | Added |
| Concord Wealth Partners | 12,545 | $1.07M | 0.16% | +344+2.8% | Added |
| Concord Asset Management, LLC | 12,545 | $1.07M | 0.16% | +316+2.6% | Added |
| Sage Mountain Advisors LLC | 12,591 | $1.07M | 0.07% | +2,032+19.2% | Added |
| Arete Wealth Advisors, LLC | 12,649 | $1.08M | 0.08% | −1,011−7.4% | Reduced |
| Frank, Rimerman Advisors LLC | 12,685 | $1.08M | 0.07% | −1,479−10.4% | Reduced |
| Manchester Capital Management LLC | 12,745 | $1.08M | 0.14% | −7−0.1% | Reduced |
| Seelaus Asset Management LLC | 12,763 | $1.09M | 0.96% | +661+5.5% | Added |
| Aaron Wealth Advisors | 12,872 | $1.10M | 0.11% | +1,269+10.9% | Added |
| Brown Brothers Harriman & Co | 12,873 | $1.10M | 0.01% | +2,905+29.1% | Added |
| Neo Ivy Capital Management | 12,880 | $1.10M | 0.35% | +12,880 | New |
| Johnson Investment Counsel Inc | 12,908 | $1.10M | 0.01% | −175−1.3% | Reduced |
| Krilogy Financial LLC | 12,976 | $1.10M | 0.06% | +2,215+20.6% | Added |
| ArrowMark Colorado Holdings LLC | 13,030 | $1.11M | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 13,157 | $1.12M | 0.38% | +329+2.6% | Added |
| Graypoint LLC | 13,169 | $1.12M | 0.06% | −282−2.1% | Reduced |
| Fort Sheridan Advisors LLC | 13,210 | $1.12M | 0.16% | +213+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 13,252 | $1.13M | 0.03% | −75−0.6% | Reduced |
| Churchill Management Corp | 13,392 | $1.14M | 0.01% | +13,392 | New |
| Quinn Opportunity Partners LLC | 13,401 | $1.14M | 0.10% | +3,422+34.3% | Added |
| Wealthspire Advisors, LLC | 13,421 | $1.14M | 0.01% | −1,086−7.5% | Reduced |
| Power Wealth Management LLC | 13,467 | $1.15M | 0.44% | −660−4.7% | Reduced |
| WCG Wealth Advisors LLC | 13,471 | $1.15M | 0.07% | +2,405+21.7% | Added |
| DKRT Investments Corp. | 13,500 | $1.15M | 0.28% | +13,500 | New |
| HBK Sorce Advisory LLC | 13,528 | $1.15M | 0.03% | −558−4.0% | Reduced |
| First Commonwealth Financial Corp | 13,556 | $1.15M | 0.25% | +103+0.8% | Added |
| Private Trust Co NA | 13,662 | $1.16M | 0.11% | +2,209+19.3% | Added |
| Sigma Planning Corp | 13,771 | $1.17M | 0.04% | −2,671−16.2% | Reduced |
| Gibbs Wealth Management | 13,856 | $1.18M | 0.23% | +2,654+23.7% | Added |
| MWA Asset Management | 13,968 | $1.19M | 0.73% | −887−6.0% | Reduced |
| Michels Family Financial, LLC | 13,992 | $1.19M | 1.02% | −485−3.4% | Reduced |
| World Equity Group, Inc. | 14,094 | $1.20M | 0.33% | −3,429−19.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $1.20M | 0.05% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 13,097 | $1.21M | 0.45% | +111+0.9% | Added |
| SRS Capital Advisors, Inc. | 12,190 | $1.21M | 0.06% | +5,558+83.8% | Added |
| Canandaigua National Bank & Trust Co | 14,260 | $1.21M | 0.11% | −223−1.5% | Reduced |
| Philadelphia Trust Co | 14,270 | $1.22M | 0.09% | +2,763+24.0% | Added |
| Compass Wealth Management LLC | 14,274 | $1.22M | 0.29% | −39,071−73.2% | Reduced |
| Moors & Cabot, Inc. | 14,290 | $1.22M | 0.06% | −2,015−12.4% | Reduced |
| IFP Advisors, Inc | 14,337 | $1.22M | 0.03% | −3,656−20.3% | Reduced |
| Conning Inc. | 14,352 | $1.22M | 0.04% | −441−3.0% | Reduced |
| Paradigm Financial Partners, LLC | 14,367 | $1.22M | 0.13% | −289−2.0% | Reduced |
| Almanack Investment Partners, LLC. | 14,390 | $1.22M | 0.19% | +14,390 | New |
| NVWM, LLC | 14,571 | $1.24M | 0.30% | −41−0.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,597 | $1.24M | 0.12% | +1,231+9.2% | Added |
| Independence Bank of Kentucky | 14,639 | $1.25M | 0.18% | +421+3.0% | Added |
| Lyell Wealth Management, LP | 14,667 | $1.25M | 0.10% | −28,100−65.7% | Reduced |
| Excalibur Management Corp | 14,683 | $1.25M | 0.47% | −276−1.8% | Reduced |
| FIL Ltd | 14,761 | $1.26M | 0.00% | +8,366+130.8% | Added |
| Birmingham Capital Management Co Inc | 14,800 | $1.26M | 0.56% | −4,765−24.4% | Reduced |
| Somerset Trust Co | 14,814 | $1.26M | 0.41% | −461−3.0% | Reduced |
| Thoroughbred Financial Services, LLC | 14,896 | $1.27M | 0.09% | −8,039−35.1% | Reduced |
| Cinctive Capital Management LP | 14,891 | $1.27M | 0.07% | +14,891 | New |
| Prasad Wealth Partners, LLC | 14,927 | $1.27M | 0.37% | +27+0.2% | Added |
| Qtron Investments LLC | 14,946 | $1.27M | 0.16% | 00.0% | Unchanged |
| Absolute Gestao de Investimentos Ltda. | 15,000 | $1.28M | 0.42% | +15,000 | New |
| Riverbend Wealth Management, LLC | 15,138 | $1.29M | 0.98% | +1,506+11.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,158 | $1.29M | 0.04% | −34,112−69.2% | Reduced |
| Winthrop Capital Management, LLC | 15,165 | $1.29M | 0.33% | +9+0.1% | Added |
| Ransom Advisory, Ltd | 15,214 | $1.30M | 0.61% | 00.0% | Unchanged |
| Avestar Capital, LLC | 15,246 | $1.30M | 0.09% | +1,384+10.0% | Added |
| TCG Advisory Services, LLC | 15,287 | $1.30M | 0.05% | +3,238+26.9% | Added |
| Secured Retirement Advisors, LLC | 15,322 | $1.30M | 0.78% | −36−0.2% | Reduced |
| CX Institutional | 15,331 | $1.30M | 0.05% | +1,651+12.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,356 | $1.31M | 0.04% | −611−3.8% | Reduced |
| Shelton Wealth Management, LLC | 15,388 | $1.31M | 0.66% | +1,134+8.0% | Added |
| Venturi Wealth Management, LLC | 15,403 | $1.31M | 0.06% | +2,655+20.8% | Added |
| Checchi Capital Advisers, LLC | 15,458 | $1.32M | 0.09% | −742−4.6% | Reduced |
| Huntington National Bank | 15,573 | $1.33M | 0.01% | −3,645−19.0% | Reduced |
| Northeast Financial Consultants Inc | 15,626 | $1.33M | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15,712 | $1.34M | 0.05% | −516−3.2% | Reduced |
| 3Chopt Investment Partners, LLC | 15,734 | $1.34M | 0.32% | +1,900+13.7% | Added |
| GKV Capital Management Co., Inc. | 15,770 | $1.34M | 0.59% | −3,300−17.3% | Reduced |
| Widmann Financial Services, Inc. | 15,771 | $1.34M | 0.94% | +153+1.0% | Added |
| Umb Bank N A | 15,788 | $1.34M | 0.02% | −5,264−25.0% | Reduced |
| Consilium Wealth Advisory, LLC | 15,839 | $1.35M | 0.57% | −9,260−36.9% | Reduced |
| Premier Path Wealth Partners, LLC | 15,866 | $1.35M | 0.19% | +1,381+9.5% | Added |
| Boyar Asset Management Inc. | 15,872 | $1.35M | 0.88% | −2,481−13.5% | Reduced |
| Generation Capital Management LLC | 15,885 | $1.35M | 1.07% | −1,305−7.6% | Reduced |
| Jmac Enterprises LLC | 15,900 | $1.35M | 0.29% | +100+0.6% | Added |
| Stableford Capital II LLC | 14,163 | $1.36M | 0.51% | +6,430+83.2% | Added |
| Carson Advisory Inc. | 16,100 | $1.37M | 0.87% | −300−1.8% | Reduced |
| Cito Capital Group, LLC | 16,151 | $1.38M | 0.48% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 16,206 | $1.38M | 0.07% | +16,206 | New |
| Portside Wealth Group, LLC | 16,290 | $1.39M | 0.21% | +22+0.1% | Added |
| Transatlantique Private Wealth LLC | 16,346 | $1.39M | 0.51% | −825−4.8% | Reduced |
| Persistent Asset Partners Ltd | 16,433 | $1.40M | 1.23% | −4,498−21.5% | Reduced |
| Wealth Effects LLC | 16,459 | $1.40M | 0.52% | +2,859+21.0% | Added |
| Melfa Wealth Management, LLC | 16,466 | $1.40M | 0.89% | 00.0% | Unchanged |
| Arjuna Capital | 16,475 | $1.40M | 0.37% | −1,070−6.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 16,599 | $1.41M | 0.12% | +781+4.9% | Added |
| Eagle Global Advisors LLC | 16,650 | $1.42M | 0.06% | −500−2.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 16,781 | $1.43M | 0.32% | +6,260+59.5% | Added |
| Smartleaf Asset Management LLC | 17,021 | $1.44M | 0.13% | −3,376−16.6% | Reduced |