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
- +72 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
- 203
- 866 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 | 2,064 | $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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 161 | $13.7K | 0.00% | −20−11.0% | Reduced |
| Dunhill Financial, LLC | 166 | $14.1K | 0.00% | −2−1.2% | Reduced |
| New Millennium Group LLC | 167 | $14.2K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 167 | $14.2K | 0.01% | +167 | New |
| Stephens Consulting, LLC | 174 | $14.8K | 0.00% | +15+9.4% | Added |
| Washington Trust Advisors, Inc. | 175 | $14.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 183 | $15.0K | 0.00% | −305−62.5% | Reduced |
| Tompkins Financial Corp | 177 | $15.1K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 179 | $15.2K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 180 | $15.3K | 0.00% | +180 | New |
| CoreFirst Bank & Trust | 182 | $15.5K | 0.01% | +182 | New |
| Clark Wealth Partners | 186 | $15.8K | 0.01% | +70+60.3% | Added |
| Truvestments Capital LLC | 187 | $15.9K | 0.00% | −246−56.8% | Reduced |
| Centennial Bank | 195 | $16.6K | 0.01% | −75−27.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $16.6K | 0.00% | +53+37.3% | Added |
| Total Investment Management Inc | 198 | $16.9K | 0.00% | +198 | New |
| Lavaca Capital LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 185 | $17.1K | 0.00% | +42+29.4% | Added |
| Anfield Capital Management, LLC | 201 | $17.1K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 201 | $17.1K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 202 | $17.2K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 212 | $18.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 217 | $18.5K | 0.02% | +217 | New |
| Valued Wealth Advisors LLC | 223 | $19.0K | 0.01% | −75−25.2% | Reduced |
| Atticus Wealth Management, LLC | 225 | $19.1K | 0.01% | +2+0.9% | Added |
| Dogwood Wealth Management LLC | 226 | $19.3K | 0.01% | +213+1,638.5% | Added |
| Red Tortoise LLC | 233 | $19.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 230 | $20.0K | 0.00% | −18,000−98.7% | Reduced |
| Accredited Wealth Management, LLC | 245 | $20.9K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 249 | $21.2K | 0.01% | +66+36.1% | Added |
| Arlington Trust Co LLC | 250 | $21.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 250 | $21.3K | 0.01% | +247+8,233.3% | Added |
| 1620 Investment Advisors, Inc. | 251 | $21.4K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 260 | $22.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 268 | $22.8K | 0.01% | −302−53.0% | Reduced |
| Trifecta Capital Advisors, LLC | 268 | $22.8K | 0.00% | +203+312.3% | Added |
| Piscataqua Savings Bank | 270 | $23.0K | 0.02% | +270 | New |
| Evelyn Partners Investment Management Services Ltd | 270 | $23.0K | 0.00% | −300−52.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 270 | $23.0K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 448 | $23.0K | 0.26% | +448 | New |
| Barrett & Company, Inc. | 279 | $23.8K | 0.01% | +15+5.7% | Added |
| Harbor Capital Advisors, Inc. | 278 | $24.0K | 0.00% | +28+11.2% | Added |
| Horizons Wealth Management | 283 | $24.1K | 0.02% | −20−6.6% | Reduced |
| Abound Wealth Management | 284 | $24.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 287 | $24.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 293 | $24.9K | 0.00% | −56−16.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 299 | $25.5K | 0.01% | +25+9.1% | Added |
| Pittenger & Anderson Inc | 300 | $25.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 304 | $25.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 300 | $25.9K | 0.01% | +1+0.3% | Added |
| LOM Asset Management Ltd | 300 | $26.0K | 0.01% | +300 | New |
| Highline Wealth Partners LLC | 309 | $26.3K | 0.01% | −5−1.6% | Reduced |
| Rokos Capital Management LLP | 312 | $26.6K | 0.00% | +312 | New |
| TFC Financial Management | 325 | $27.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 331 | $28.2K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 340 | $28.9K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 342 | $29.1K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $29.3K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 348 | $29.6K | 0.01% | 00.0% | Unchanged |
| Motco | 317 | $29.7K | 0.00% | +26+8.9% | Added |
| Tortoise Investment Management, LLC | 366 | $31.2K | 0.00% | +87+31.2% | Added |
| Ameriflex Group, Inc. | 374 | $31.5K | 0.02% | +22+6.3% | Added |
| Consultiva Wealth Management, Corp. | 379 | $32.3K | 0.10% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 381 | $32.4K | 0.02% | +1+0.3% | Added |
| TruNorth Capital Management, LLC | 400 | $34.0K | 0.01% | −181−31.2% | Reduced |
| MorganRosel Wealth Management, LLC | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $34.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 401 | $34.1K | 0.01% | +73+22.3% | Added |
| Howard Hughes Medical Institute | 405 | $34.5K | 0.01% | +405 | New |
| Newbridge Financial Services Group, Inc. | 405 | $34.5K | 0.01% | −499−55.2% | Reduced |
| Strategic Investment Solutions, Inc. | 405 | $34.5K | 0.01% | −184−31.2% | Reduced |
| Accent Capital Management, LLC | 412 | $35.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 414 | $35.2K | 0.01% | +253+157.1% | Added |
| Hazlett, Burt & Watson, Inc. | 438 | $37.0K | 0.02% | −75−14.6% | Reduced |
| Coston, McIsaac & Partners | 444 | $37.0K | 0.01% | −22−4.7% | Reduced |
| Riverview Trust Co | 435 | $37.0K | 0.05% | −798−64.7% | Reduced |
| Robinswood Financial LLC | 438 | $37.3K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 449 | $38.2K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 449 | $38.2K | 0.02% | +449 | New |
| Battery Global Advisors, LLC | 468 | $39.8K | 0.02% | +2+0.4% | Added |
| West Branch Capital LLC | 492 | $41.9K | 0.01% | −59−10.7% | Reduced |
| Webster Bank, N. A. | 500 | $42.6K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $42.6K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $42.6K | 0.02% | +500 | New |
| Oliver Lagore Vanvalin Investment Group | 607 | $43.1K | 0.02% | +607 | New |
| MTM Investment Management, LLC | 510 | $43.4K | 0.01% | +510 | New |
| First Financial Corp | 513 | $43.7K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 510 | $44.0K | 0.01% | −66−11.5% | Reduced |
| HHM Wealth Advisors, LLC | 523 | $44.5K | 0.01% | −2−0.4% | Reduced |
| Fairway Wealth LLC | 528 | $44.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 528 | $45.2K | 0.01% | −519−49.6% | Reduced |
| Princeton Global Asset Management LLC | 540 | $46.0K | 0.01% | +353+188.8% | Added |
| UMA Financial Services, Inc. | 545 | $46.4K | 0.01% | +96+21.4% | Added |
| Financial Perspectives, Inc | 546 | $46.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $46.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 549 | $47.0K | 0.01% | +163+42.2% | Added |
| Nalls Sherbakoff Group, LLC | 562 | $47.8K | 0.03% | +500+806.5% | Added |
| Private Wealth Management Group, LLC | 571 | $48.6K | 0.02% | 00.0% | Unchanged |
| University of Illinois Foundation | 593 | $50.5K | 0.02% | +593 | New |
| Cranbrook Wealth Management, LLC | 595 | $50.6K | 0.01% | −11−1.8% | Reduced |