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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 16,888 | $1.44M | 0.01% | −589−3.4% | Reduced |
| Ignite Planners, LLC | 15,387 | $1.44M | 0.25% | −1,518−9.0% | Reduced |
| Scott Marsh Financial, LLC | 16,900 | $1.44M | 0.53% | +16,900 | New |
| Round Rock Advisors, LLC | 16,982 | $1.45M | 0.25% | −36−0.2% | Reduced |
| TownSquare Capital, LLC | 16,998 | $1.45M | 0.14% | −121,525−87.7% | Reduced |
| Meyer Handelman Co | 17,025 | $1.45M | 0.05% | −645−3.7% | Reduced |
| Essex Financial Services, Inc. | 17,158 | $1.46M | 0.10% | +240+1.4% | Added |
| Chapman Financial Group, LLC | 17,320 | $1.47M | 1.25% | +17,320 | New |
| Tandem Capital Management Corp | 17,375 | $1.48M | 0.75% | −112−0.6% | Reduced |
| Breakwater Capital Group | 17,466 | $1.49M | 0.24% | −833−4.6% | Reduced |
| Leavell Investment Management, Inc. | 17,471 | $1.49M | 0.07% | +3,066+21.3% | Added |
| Change Path, LLC | 17,653 | $1.50M | 0.04% | +85+0.5% | Added |
| Skopos Labs, Inc. | 17,659 | $1.50M | 0.20% | +5,535+45.7% | Added |
| Institute for Wealth Management, LLC. | 17,716 | $1.51M | 0.17% | +30+0.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.51M | 0.85% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 17,793 | $1.51M | 0.02% | −7,842−30.6% | Reduced |
| Hilltop Holdings Inc. | 17,795 | $1.51M | 0.10% | +370+2.1% | Added |
| Spire Wealth Management | 17,851 | $1.52M | 0.05% | +9,824+122.4% | Added |
| E&G Advisors, LP | 17,853 | $1.52M | 0.39% | −480−2.6% | Reduced |
| Citizens National Bank Trust Department | 17,872 | $1.52M | 0.30% | +669+3.9% | Added |
| ICONIQ Capital, LLC | 17,902 | $1.52M | 0.03% | +17,902 | New |
| Intrust Bank NA | 17,926 | $1.53M | 0.14% | +1,830+11.4% | Added |
| Fortress Private Ledger, LLC | 17,948 | $1.53M | 0.69% | +2,696+17.7% | Added |
| Birchbrook, Inc. | 18,103 | $1.54M | 0.83% | +34+0.2% | Added |
| Deltec Asset Management LLC | 18,125 | $1.54M | 0.28% | +3,000+19.8% | Added |
| Cardinal Point Capital Management, ULC | 18,157 | $1.55M | 0.12% | +1,250+7.4% | Added |
| Cigna Investments Inc | 18,190 | $1.55M | 0.27% | −892−4.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 18,218 | $1.55M | 0.46% | +3,396+22.9% | Added |
| Prosperity Consulting Group, LLC | 18,263 | $1.55M | 0.11% | +323+1.8% | Added |
| Ausdal Financial Partners, Inc. | 18,268 | $1.55M | 0.10% | −1,791−8.9% | Reduced |
| Klingman & Associates, LLC | 18,276 | $1.56M | 0.09% | +14,634+401.8% | Added |
| Paragon Capital Management LLC | 18,303 | $1.56M | 0.80% | +3,930+27.3% | Added |
| SlateStone Wealth, LLC | 18,332 | $1.56M | 0.15% | +9,800+114.9% | Added |
| Quantitative Investment Management, LLC | 18,346 | $1.56M | 0.21% | +1,602+9.6% | Added |
| Venture Visionary Partners LLC | 18,357 | $1.56M | 0.06% | +596+3.4% | Added |
| Fusion Capital, LLC | 18,418 | $1.57M | 0.54% | +1,918+11.6% | Added |
| Wright Investors Service Inc | 18,466 | $1.57M | 0.47% | −4,537−19.7% | Reduced |
| Summit X, LLC | 18,532 | $1.58M | 0.29% | +690+3.9% | Added |
| Pflug Koory, LLC | 18,714 | $1.59M | 0.81% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,715 | $1.59M | 0.04% | +1,162+6.6% | Added |
| Legacy Financial Advisors, Inc. | 18,740 | $1.60M | 0.25% | +13,595+264.2% | Added |
| Dakota Wealth Management | 18,750 | $1.60M | 0.03% | −159−0.8% | Reduced |
| Clarius Group, LLC | 18,774 | $1.60M | 0.09% | −1,390−6.9% | Reduced |
| O'Neil Global Advisors, Inc. | 18,802 | $1.60M | 0.37% | +18,802 | New |
| Donoghue Forlines LLC | 18,798 | $1.60M | 0.46% | −35,746−65.5% | Reduced |
| Ameritas Advisory Services, LLC | 18,979 | $1.62M | 0.08% | −140−0.7% | Reduced |
| AustralianSuper Pty Ltd | 18,993 | $1.62M | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,000 | $1.62M | 0.84% | +5,600+41.8% | Added |
| Perpetual Ltd | 19,041 | $1.62M | 0.02% | −1,235−6.1% | Reduced |
| Tevis Investment Management | 19,058 | $1.62M | 1.04% | −844−4.2% | Reduced |
| Norden Group LLC | 19,309 | $1.64M | 0.18% | −255−1.3% | Reduced |
| First National Trust Co | 19,345 | $1.65M | 0.06% | +100+0.5% | Added |
| Hayek Kallen Investment Management | 19,371 | $1.65M | 0.56% | +3,837+24.7% | Added |
| 111 Capital | 19,463 | $1.66M | 0.28% | +9,144+88.6% | Added |
| Stevens Capital Management LP | 19,588 | $1.67M | 0.45% | −793−3.9% | Reduced |
| LM Advisors LLC | 19,701 | $1.68M | 0.22% | +1,967+11.1% | Added |
| Matthew Goff Investment Advisor, LLC | 19,710 | $1.68M | 0.31% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 19,837 | $1.69M | 0.04% | +7,506+60.9% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $1.70M | 0.08% | 00.0% | Unchanged |
| Inscription Capital, LLC | 19,922 | $1.70M | 0.24% | −9,956−33.3% | Reduced |
| Benedict Financial Advisors Inc | 19,996 | $1.70M | 0.39% | −186−0.9% | Reduced |
| Bayview Asset Management, LLC | 20,000 | $1.70M | 1.71% | −9,500−32.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.70M | 0.20% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 20,043 | $1.71M | 0.14% | +294+1.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,063 | $1.71M | 0.04% | +1,056+5.6% | Added |
| Kathmere Capital Management, LLC | 20,246 | $1.72M | 0.13% | +8,248+68.7% | Added |
| Spirit of America Management Corp | 20,350 | $1.73M | 0.36% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 20,426 | $1.74M | 0.03% | −1,406−6.4% | Reduced |
| BNP Paribas | 20,459 | $1.75M | 0.06% | +583+2.9% | Added |
| Dana Investment Advisors, Inc. | 20,633 | $1.76M | 0.06% | +65+0.3% | Added |
| Summit Financial, LLC | 20,646 | $1.76M | 0.04% | −981−4.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 20,699 | $1.76M | 0.07% | −173−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 20,800 | $1.77M | 0.44% | +1,900+10.1% | Added |
| Mutual Advisors, LLC | 18,467 | $1.77M | 0.04% | +405+2.2% | Added |
| Transcend Wealth Collective, LLC | 20,901 | $1.78M | 0.14% | +1,824+9.6% | Added |
| Freestone Capital Holdings, LLC | 20,950 | $1.78M | 0.06% | −15,143−42.0% | Reduced |
| White Pine Capital LLC | 20,962 | $1.78M | 0.57% | +100.0% | Added |
| Greenleaf Trust | 21,165 | $1.80M | 0.02% | −5,411−20.4% | Reduced |
| Signaturefd, LLC | 21,229 | $1.81M | 0.03% | −2,508−10.6% | Reduced |
| Gladstone Institutional Advisory LLC | 21,356 | $1.82M | 0.08% | −10,647−33.3% | Reduced |
| Central Trust Co | 21,452 | $1.83M | 0.04% | +1,467+7.3% | Added |
| CBOE Vest Financial, LLC | 21,561 | $1.84M | 0.03% | +6,079+39.3% | Added |
| Golden State Equity Partners | 21,634 | $1.84M | 0.34% | +122+0.6% | Added |
| DMKC Advisory Services, LLC | 19,838 | $1.85M | 0.97% | +131+0.7% | Added |
| Beacon Financial Advisory LLC | 21,722 | $1.85M | 0.48% | +442+2.1% | Added |
| Accurate Wealth Management, LLC | 21,247 | $1.85M | 0.28% | +1,805+9.3% | Added |
| Jennison Associates LLC | 21,749 | $1.85M | 0.00% | −2,455−10.1% | Reduced |
| Avantra Family Wealth, Inc. | 21,773 | $1.85M | 1.53% | +1,529+7.6% | Added |
| Convergence Investment Partners, LLC | 21,776 | $1.85M | 0.47% | +5,253+31.8% | Added |
| American State Bank (Iowa) | 21,791 | $1.85M | 1.03% | +148+0.7% | Added |
| Essential Partners LLC | 21,864 | $1.86M | 0.74% | +21,864 | New |
| Buckley Wealth Management, LLC | 21,877 | $1.86M | 0.56% | −140−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 21,944 | $1.87M | 0.47% | −549−2.4% | Reduced |
| VELA Investment Management, LLC | 22,032 | $1.88M | 0.56% | −3,565−13.9% | Reduced |
| Catalytic Wealth RIA, LLC | 22,042 | $1.88M | 0.15% | +12,782+138.0% | Added |
| HighPoint Advisor Group LLC | 22,072 | $1.88M | 0.10% | +688+3.2% | Added |
| InTrack Investment Management Inc | 22,119 | $1.88M | 1.26% | +5,380+32.1% | Added |
| Sheets Smith Investment Management | 22,143 | $1.88M | 1.65% | +22,143 | New |
| Jupiter Wealth Management LLC | 20,000 | $1.89M | 0.96% | −7,500−27.3% | Reduced |
| Profund Advisors LLC | 22,345 | $1.90M | 0.07% | −5,046−18.4% | Reduced |