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 | 2,474 | $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 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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 31,634 | $2.69M | 0.20% | +55+0.2% | Added |
| Wellington Shields & Co., LLC | 31,688 | $2.70M | 0.76% | +977+3.2% | Added |
| Westbourne Investments, Inc. | 31,707 | $2.70M | 1.44% | +26,440+502.0% | Added |
| Farther Finance Advisors, LLC | 31,914 | $2.72M | 0.05% | +4,000+14.3% | Added |
| Bank & Trust Co | 32,396 | $2.76M | 2.18% | −150.0% | Reduced |
| Chicago Trust Co NA | 32,575 | $2.77M | 0.39% | +3,208+10.9% | Added |
| Ameliora Wealth Management Ltd. | 32,590 | $2.77M | 0.99% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 32,650 | $2.78M | 1.11% | +11,350+53.3% | Added |
| Cary Street Partners Financial LLC | 32,858 | $2.80M | 0.08% | +2,346+7.7% | Added |
| Hancock Whitney Corp | 32,972 | $2.81M | 0.05% | +26,948+447.3% | Added |
| Quadrant Capital Group LLC | 33,087 | $2.82M | 0.10% | +1,113+3.5% | Added |
| Baker Avenue Asset Management, LP | 33,198 | $2.83M | 0.08% | +8,929+36.8% | Added |
| Round Hill Asset Management | 33,495 | $2.85M | 1.93% | −230−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 34,028 | $2.90M | 0.25% | −41,000−54.6% | Reduced |
| Resources Investment Advisors, LLC. | 34,509 | $2.94M | 0.03% | +72+0.2% | Added |
| Wetzel Investment Advisors, Inc. | 34,541 | $2.94M | 1.34% | +1,575+4.8% | Added |
| Cooper Financial Group | 34,693 | $2.95M | 0.35% | −1,625−4.5% | Reduced |
| Talon Private Wealth, LLC | 34,715 | $2.95M | 0.41% | +3,295+10.5% | Added |
| Blue Edge Capital, LLC | 34,886 | $2.97M | 0.44% | −700−2.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 35,042 | $2.98M | 0.36% | +2,967+9.3% | Added |
| Penobscot Investment Management Company, Inc. | 35,313 | $3.01M | 0.26% | 00.0% | Unchanged |
| Agp Franklin, LLC | 35,600 | $3.03M | 1.60% | +452+1.3% | Added |
| 44 Wealth Management LLC | 35,722 | $3.04M | 1.08% | −908−2.5% | Reduced |
| Sterling Capital Management LLC | 35,851 | $3.05M | 0.04% | +19,989+126.0% | Added |
| United Capital Financial Advisers, LLC | 35,875 | $3.05M | 0.02% | −1,551−4.1% | Reduced |
| Processus Wealth & Capital Management, LLC | 35,895 | $3.06M | 2.41% | +36+0.1% | Added |
| DCF Advisers, LLC | 36,000 | $3.06M | 1.47% | −1,500−4.0% | Reduced |
| First Manhattan Co | 36,046 | $3.07M | 0.01% | +20,895+137.9% | Added |
| Whittier Trust Co | 36,049 | $3.07M | 0.04% | −2,238−5.8% | Reduced |
| Belpointe Asset Management LLC | 36,358 | $3.09M | 0.13% | +2,410+7.1% | Added |
| Castlekeep Investment Advisors LLC | 36,401 | $3.10M | 1.52% | −2,165−5.6% | Reduced |
| Mirador Capital Partners LP | 36,649 | $3.12M | 0.51% | +5,462+17.5% | Added |
| Lineweaver Wealth Advisors, LLC | 37,021 | $3.15M | 0.50% | +2,783+8.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 37,155 | $3.16M | 0.09% | +1,886+5.3% | Added |
| Granite Investment Partners, LLC | 37,186 | $3.17M | 0.15% | +6,018+19.3% | Added |
| Naviter Wealth, LLC | 37,348 | $3.18M | 0.39% | +685+1.9% | Added |
| Winch Advisory Services, LLC | 37,372 | $3.18M | 0.78% | +225+0.6% | Added |
| Schear Investment Advisers, LLC | 37,418 | $3.19M | 1.58% | +972+2.7% | Added |
| Wetherby Asset Management Inc | 37,602 | $3.20M | 0.14% | +37,602 | New |
| IHT Wealth Management, LLC | 37,859 | $3.22M | 0.09% | +12,993+52.3% | Added |
| Meiji Yasuda Life Insurance Co | 37,870 | $3.22M | 0.10% | −83−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 37,884 | $3.22M | 1.01% | −326−0.9% | Reduced |
| Waratah Capital Advisors Ltd. | 37,924 | $3.23M | 0.22% | +37,924 | New |
| Clough Capital Partners L P | 38,020 | $3.24M | 0.32% | −113,910−75.0% | Reduced |
| Global Retirement Partners, LLC | 38,359 | $3.27M | 0.08% | +38,359 | New |
| Voleon Capital Management LP | 38,677 | $3.29M | 0.18% | −65,389−62.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 38,679 | $3.29M | 1.39% | −7,165−15.6% | Reduced |
| First Business Financial Services, Inc. | 38,852 | $3.31M | 0.30% | −6,451−14.2% | Reduced |
| Aigen Investment Management, LP | 38,856 | $3.31M | 0.45% | +17,307+80.3% | Added |
| Creative Financial Designs Inc | 39,117 | $3.33M | 0.24% | +2,070+5.6% | Added |
| CIBC Private Wealth Group, LLC | 39,154 | $3.33M | 0.01% | −12,892−24.8% | Reduced |
| Atria Wealth Solutions, Inc. | 38,562 | $3.35M | 0.08% | −86,080−69.1% | Reduced |
| Point72 Hong Kong Ltd | 39,492 | $3.36M | 0.23% | +39,492 | New |
| S&CO Inc | 39,641 | $3.37M | 0.22% | 00.0% | Unchanged |
| Horizon Investments, LLC | 40,062 | $3.39M | 0.05% | +4,128+11.5% | Added |
| GAMMA Investing LLC | 39,851 | $3.39M | 0.21% | +5,615+16.4% | Added |
| Collar Capital Management, LLC | 39,956 | $3.40M | 2.86% | +173+0.4% | Added |
| Nicholas Investment Partners, LP | 40,000 | $3.40M | 0.30% | −1,000−2.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 40,000 | $3.40M | 0.28% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 40,003 | $3.41M | 0.80% | +303+0.8% | Added |
| Equitable Trust Co | 40,093 | $3.41M | 0.17% | +1,351+3.5% | Added |
| Cordatus Wealth Management LLC | 40,182 | $3.42M | 0.84% | −64−0.2% | Reduced |
| Culbertson A N & Co Inc | 40,269 | $3.43M | 0.53% | +790+2.0% | Added |
| Mfg Wealth Management, Inc. | 40,456 | $3.44M | 2.90% | +266+0.7% | Added |
| Palouse Capital Management, Inc. | 40,459 | $3.44M | 2.27% | −12,919−24.2% | Reduced |
| Capital Asset Advisory Services LLC | 39,957 | $3.45M | 0.16% | −433−1.1% | Reduced |
| Meeder Advisory Services, Inc. | 40,505 | $3.45M | 0.18% | −267−0.7% | Reduced |
| Snowden Capital Advisors LLC | 40,843 | $3.48M | 0.10% | −2,801−6.4% | Reduced |
| Oarsman Capital, Inc. | 40,958 | $3.49M | 0.55% | +22,094+117.1% | Added |
| Eagle Capital Management LLC | 41,076 | $3.50M | 0.01% | −328−0.8% | Reduced |
| Hantz Financial Services, Inc. | 41,281 | $3.51M | 0.06% | −1,768−4.1% | Reduced |
| National Asset Management, Inc. | 41,381 | $3.52M | 0.17% | −40,455−49.4% | Reduced |
| Kestra Private Wealth Services, LLC | 41,392 | $3.52M | 0.05% | −774−1.8% | Reduced |
| Banque Pictet & Cie SA | 41,946 | $3.57M | 0.04% | +32,255+332.8% | Added |
| Great Valley Advisor Group, Inc. | 42,159 | $3.59M | 0.08% | +646+1.6% | Added |
| Ironwood Investment Management LLC | 42,266 | $3.60M | 1.75% | −57−0.1% | Reduced |
| TD Private Client Wealth LLC | 42,313 | $3.60M | 0.09% | +1,570+3.9% | Added |
| Spears Abacus Advisors LLC | 42,673 | $3.63M | 0.07% | −1,362−3.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 42,869 | $3.65M | 0.92% | −120.0% | Reduced |
| Patten & Patten Inc | 43,058 | $3.67M | 0.24% | −3,550−7.6% | Reduced |
| IMA Wealth, Inc. | 43,308 | $3.69M | 0.40% | +1,936+4.7% | Added |
| Diversify Advisory Services, LLC | 38,616 | $3.70M | 0.14% | +28,075+266.3% | Added |
| Mount Yale Investment Advisors, LLC | 43,639 | $3.71M | 0.29% | −2,788−6.0% | Reduced |
| Lincluden Management Ltd | 44,260 | $3.77M | 0.42% | −725−1.6% | Reduced |
| Integrated Advisors Network LLC | 44,547 | $3.79M | 0.17% | +30,962+227.9% | Added |
| Richard Bernstein Advisors LLC | 44,744 | $3.81M | 0.09% | −3,634−7.5% | Reduced |
| MUFG Securities Americas Inc. | 44,781 | $3.81M | 0.33% | +7,719+20.8% | Added |
| Concurrent Investment Advisors, LLC | 45,353 | $3.86M | 0.07% | +5,696+14.4% | Added |
| Thomasville National Bank | 45,672 | $3.89M | 0.26% | +350+0.8% | Added |
| Moody National Bank Trust Division | 45,724 | $3.89M | 0.36% | +823+1.8% | Added |
| Strategic Blueprint, LLC | 45,873 | $3.90M | 0.19% | +2,371+5.5% | Added |
| Canada Post Corp Registered Pension Plan | 45,955 | $3.91M | 0.23% | +45,955 | New |
| Morton Community Bank | 46,164 | $3.93M | 0.98% | +2,725+6.3% | Added |
| HBW Advisory Services LLC | 46,298 | $3.94M | 0.49% | +539+1.2% | Added |
| Bessemer Group Inc | 46,314 | $3.94M | 0.01% | −6,317−12.0% | Reduced |
| Columbus Macro, LLC | 46,584 | $3.97M | 0.49% | −104−0.2% | Reduced |
| JB Capital LLC | 46,615 | $3.97M | 0.19% | −694−1.5% | Reduced |
| Genus Capital Management Inc. | 46,852 | $3.99M | 0.51% | −40,504−46.4% | Reduced |
| Keybank National Association | 46,923 | $3.99M | 0.01% | −5,368−10.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 47,094 | $4.01M | 0.71% | +3,196+7.3% | Added |