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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 597 | $50.8K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $51.1K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $51.1K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 602 | $51.2K | 0.02% | −10−1.6% | Reduced |
| McIlrath & Eck, LLC | 604 | $51.4K | 0.01% | −100−14.2% | Reduced |
| N.E.W. Advisory Services LLC | 611 | $52.0K | 0.01% | −88−12.6% | Reduced |
| Cornerstone Planning Group LLC | 574 | $52.5K | 0.01% | −3−0.5% | Reduced |
| First Community Trust NA | 625 | $53.2K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 642 | $54.6K | 0.01% | +38+6.3% | Added |
| Banque Transatlantique SA | 652 | $55.5K | 0.00% | +652 | New |
| Beacon Capital Management, LLC | 656 | $55.8K | 0.01% | −31−4.5% | Reduced |
| Core Alternative Capital | 679 | $57.8K | 0.02% | +350+106.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $57.9K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 677 | $58.0K | 0.00% | −120−15.1% | Reduced |
| Salomon & Ludwin, LLC | 671 | $58.2K | 0.01% | +360+115.8% | Added |
| Sachetta, LLC | 685 | $58.3K | 0.02% | −30−4.2% | Reduced |
| Financial Network Wealth Advisors LLC | 690 | $58.7K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 703 | $59.8K | 0.01% | +1+0.1% | Added |
| Sierra Ocean, LLC | 706 | $60.1K | 0.04% | +144+25.6% | Added |
| Beaird Harris Wealth Management, LLC | 711 | $60.5K | 0.00% | +98+16.0% | Added |
| Hartford Financial Management Inc. | 721 | $61.4K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 731 | $62.2K | 0.00% | −704−49.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 732 | $62.3K | 0.06% | −1−0.1% | Reduced |
| Front Row Advisors LLC | 735 | $62.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 746 | $63.5K | 0.05% | +214+40.2% | Added |
| Hara Capital LLC | 750 | $63.8K | 0.04% | +750 | New |
| Blue Bell Private Wealth Management, LLC | 753 | $64.1K | 0.01% | −289−27.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 785 | $66.8K | 0.01% | −264−25.2% | Reduced |
| Vermillion Wealth Management, Inc. | 800 | $68.1K | 0.03% | −1,000−55.6% | Reduced |
| Central Pacific Bank - Trust Division | 800 | $68.1K | 0.01% | −200−20.0% | Reduced |
| Ramsey Quantitative Systems | 800 | $68.1K | 0.07% | +800 | New |
| Hilltop National Bank | 804 | $68.4K | 0.02% | +804 | New |
| Gen-Wealth Partners Inc | 827 | $70.4K | 0.03% | +334+67.7% | Added |
| Gitterman Wealth Management, LLC | 850 | $72.4K | 0.02% | −2,019−70.4% | Reduced |
| Orion Capital Management LLC | 900 | $76.6K | 0.03% | −40−4.3% | Reduced |
| Hoey Investments, Inc | 904 | $76.9K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 905 | $77.6K | 0.02% | +7+0.8% | Added |
| Activest Wealth Management | 918 | $78.1K | 0.02% | −322−26.0% | Reduced |
| Osterweis Capital Management Inc | 935 | $79.6K | 0.00% | +905+3,016.7% | Added |
| Hager Investment Management Services, LLC | 941 | $80.1K | 0.05% | +807+602.2% | Added |
| ORG Wealth Partners, LLC | 934 | $80.6K | 0.02% | +833+824.8% | Added |
| Bollard Group LLC | 954 | $81.0K | 0.00% | +71+8.0% | Added |
| South State Corp. | 983 | $83.7K | 0.00% | −674−40.7% | Reduced |
| Pacifica Partners Inc. | 998 | $84.2K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 991 | $84.4K | 0.06% | −42−4.1% | Reduced |
| EMC Capital Management | 1,000 | $85.0K | 0.05% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,000 | $85.1K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $85.1K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $85.1K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,019 | $86.7K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,043 | $88.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,046 | $89.0K | 0.00% | −150−12.5% | Reduced |
| BTG Pactual Asset Management US LLC | 1,060 | $90.2K | 0.01% | −2,897−73.2% | Reduced |
| Aventura Private Wealth, LLC | 1,092 | $93.0K | 0.04% | +215+24.5% | Added |
| Boreal Capital Management LLC | 1,095 | $93.2K | 0.08% | +1,095 | New |
| Sagard Holdings Management Inc. | 1,100 | $93.6K | 0.26% | +1,100 | New |
| Investment Research & Advisory Group, Inc. | 1,108 | $94.3K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,120 | $95.4K | 0.01% | −196−14.9% | Reduced |
| NewSquare Capital LLC | 1,154 | $98.2K | 0.01% | +341+41.9% | Added |
| Meeder Asset Management Inc | 1,219 | $103.8K | 0.01% | +174+16.7% | Added |
| Murphy & Mullick Capital Management Corp | 1,154 | $103.9K | 0.08% | +22+1.9% | Added |
| Ofi Invest Asset Management | 1,450 | $105.1K | 0.00% | +1,450 | New |
| Cape Investment Advisory, Inc. | 1,243 | $105.8K | 0.04% | +120+10.7% | Added |
| Montag A & Associates Inc | 1,250 | $106.4K | 0.01% | −35−2.7% | Reduced |
| DT Investment Partners, LLC | 1,251 | $106.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,256 | $106.9K | 0.03% | +77+6.5% | Added |
| Clear Street Markets LLC | 1,257 | $107.0K | 0.04% | −6,443−83.7% | Reduced |
| St Germain D J Co Inc | 1,299 | $110.6K | 0.00% | −1,052−44.7% | Reduced |
| Cascades Capital Asset Management, LLC | 1,305 | $111.1K | 0.06% | −150−10.3% | Reduced |
| Bell Investment Advisors, Inc | 1,318 | $112.2K | 0.02% | +98+8.0% | Added |
| First Command Advisory Services, Inc. | 1,321 | $112.4K | 0.00% | −400−23.2% | Reduced |
| Horizon Bancorp Inc | 1,333 | $113.0K | 0.06% | +1,333 | New |
| SOA Wealth Advisors, LLC. | 1,352 | $115.1K | 0.02% | +24+1.8% | Added |
| Harvest Fund Management Co., Ltd | 1,358 | $116.0K | 0.01% | −5,074−78.9% | Reduced |
| Monetary Management Group Inc | 1,375 | $117.0K | 0.03% | −250−15.4% | Reduced |
| Main Street Group, LTD | 1,378 | $117.3K | 0.04% | −1,062−43.5% | Reduced |
| Ogorek Anthony Joseph | 1,391 | $118.0K | 0.04% | −395−22.1% | Reduced |
| Eastern Bank | 1,390 | $118.3K | 0.00% | −195−12.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,400 | $118.4K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,400 | $119.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $119.2K | 0.07% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,403 | $119.4K | 0.08% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,255 | $120.2K | 0.04% | +1,255 | New |
| Heritage Wealth Advisors | 1,414 | $120.4K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,482 | $126.1K | 0.11% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,493 | $127.0K | 0.00% | +339+29.4% | Added |
| Future Financial Wealth Managment LLC | 1,500 | $127.7K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $129.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $131.9K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,571 | $133.7K | 0.07% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,579 | $134.0K | 0.02% | +32+2.1% | Added |
| Iron Horse Wealth Management, LLC | 1,580 | $134.5K | 0.04% | +1,500+1,875.0% | Added |
| Peoples Financial Services Corp. | 1,593 | $135.6K | 0.07% | −9−0.6% | Reduced |
| Vision Financial Markets LLC | 1,600 | $136.2K | 0.13% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,600 | $136.2K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,607 | $136.8K | 0.02% | −448−21.8% | Reduced |
| Point72 (DIFC) Ltd | 1,621 | $138.0K | 0.01% | +1,621 | New |
| Sittner & Nelson, LLC | 1,638 | $139.4K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,640 | $139.6K | 0.10% | +1,640 | New |
| Johnson Financial Group, Inc. | 1,646 | $140.1K | 0.01% | −82−4.7% | Reduced |