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 |
|---|---|---|---|---|---|
| Register Financial Advisors LLC | 1,650 | $140.4K | 0.06% | +500+43.5% | Added |
| Elequin Capital LP | 1,690 | $143.9K | 0.02% | +1,690 | New |
| TSFG, LLC | 1,718 | $146.0K | 0.03% | +3+0.2% | Added |
| Avion Wealth | 1,776 | $151.0K | 0.03% | +53+3.1% | Added |
| Headlands Technologies LLC | 1,799 | $153.1K | 0.02% | −10,060−84.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,813 | $154.3K | 0.00% | −293−13.9% | Reduced |
| Prestige Wealth Management Group LLC | 1,816 | $154.6K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,820 | $154.9K | 0.06% | −150−7.6% | Reduced |
| Binnacle Investments Inc | 1,847 | $157.2K | 0.10% | +113+6.5% | Added |
| Quarry LP | 1,894 | $161.2K | 0.04% | +1,673+757.0% | Added |
| Matrix Trust Co | 1,951 | $166.0K | 0.03% | −162−7.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $170.2K | 0.05% | 00.0% | Unchanged |
| City State Bank | 2,044 | $174.0K | 0.05% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,120 | $180.5K | 0.02% | +525+32.9% | Added |
| Union Savings Bank | 1,928 | $180.7K | 0.08% | +453+30.7% | Added |
| North Capital, Inc. | 2,149 | $182.9K | 0.16% | −2−0.1% | Reduced |
| True Wealth Design, LLC | 2,189 | $186.3K | 0.07% | +632+40.6% | Added |
| Crews Bank & Trust | 2,206 | $187.8K | 0.03% | −207−8.6% | Reduced |
| Hills Bank & Trust Co | 2,245 | $191.1K | 0.01% | +737+48.9% | Added |
| Golden State Wealth Management, LLC | 2,286 | $194.6K | 0.02% | −563−19.8% | Reduced |
| Richardson Financial Services Inc. | 2,270 | $195.8K | 0.13% | +130+6.1% | Added |
| Atlantic Trust, LLC | 2,312 | $196.8K | 0.04% | +354+18.1% | Added |
| Van Hulzen Asset Management, LLC | 2,352 | $200.2K | 0.02% | +2,352 | New |
| NBW Capital LLC | 2,359 | $200.8K | 0.04% | +2,359 | New |
| BKD Wealth Advisors, LLC | 2,360 | $200.9K | 0.00% | +2,360 | New |
| Fielder Capital Group LLC | 2,369 | $201.6K | 0.05% | +2,369 | New |
| Covestor Ltd | 2,368 | $202.0K | 0.12% | +584+32.7% | Added |
| Circle Wealth Management, LLC | 2,379 | $202.5K | 0.00% | +2,379 | New |
| Sylvest Advisors, LLC | 2,385 | $203.0K | 0.12% | +2,385 | New |
| Tripletail Wealth Management, LLC | 2,200 | $203.2K | 0.29% | +2,200 | New |
| Medallion Wealth Advisors, LLC | 2,355 | $203.2K | 0.08% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,407 | $204.9K | 0.20% | +2,407 | New |
| Waller Financial Planning Group, Inc | 2,420 | $206.0K | 0.05% | +2,420 | New |
| 180 Wealth Advisors, LLC | 2,425 | $206.4K | 0.03% | +2,425 | New |
| Partners Capital Investment Group, LLP | 2,432 | $207.0K | 0.01% | +2,432 | New |
| Pinnacle Bancorp, Inc. | 2,439 | $207.6K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,443 | $207.9K | 0.11% | +2,443 | New |
| MV Capital Management, Inc. | 2,446 | $208.2K | 0.02% | −5−0.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 2,450 | $208.5K | 0.32% | −21,000−89.6% | Reduced |
| Sage Investment Counsel LLC | 2,450 | $208.5K | 0.24% | +2,450 | New |
| BlackDiamond Wealth Management Inc. | 2,422 | $209.0K | 0.12% | +2,422 | New |
| Providence Wealth Advisors, LLC | 2,275 | $209.3K | 0.14% | +2,275 | New |
| Ewa, LLC | 2,497 | $212.6K | 0.07% | +2,497 | New |
| Copley Financial Group, Inc. | 2,507 | $213.4K | 0.16% | +2,507 | New |
| Meridian Wealth Advisors, LLC | 2,512 | $213.8K | 0.03% | +2,512 | New |
| Goldstein Advisors, LLC | 2,513 | $213.9K | 0.03% | −2,040−44.8% | Reduced |
| Towercrest Capital Management | 2,514 | $214.0K | 0.04% | +2,514 | New |
| FMB Wealth Management | 2,515 | $214.1K | 0.10% | +2,515 | New |
| Concentrum Wealth Management | 2,516 | $214.1K | 0.07% | +2,516 | New |
| IVC Wealth Advisors LLC | 2,521 | $214.6K | 0.10% | −433−14.7% | Reduced |
| First Wilshire Securities Management Inc | 2,522 | $214.7K | 0.06% | +2,522 | New |
| Paulson Wealth Management Inc. | 2,532 | $215.5K | 0.06% | +2,532 | New |
| Allium Financial Advisors, LLC | 2,537 | $216.0K | 0.19% | +2,537 | New |
| Keystone Financial Services | 2,543 | $216.5K | 0.07% | +2,543 | New |
| Caldwell Trust Co | 2,544 | $216.5K | 0.02% | −758−23.0% | Reduced |
| Olistico Wealth, LLC | 2,545 | $216.6K | 0.12% | +2,300+938.8% | Added |
| Valley Brook Capital Group | 2,550 | $217.1K | 0.16% | +2,550 | New |
| LeConte Wealth Management, LLC | 2,557 | $217.6K | 0.15% | +2,557 | New |
| Grove Bank & Trust | 2,567 | $218.5K | 0.03% | −412−13.8% | Reduced |
| Genesis Private Wealth, LLC | 2,572 | $218.9K | 0.10% | +2,572 | New |
| Ar Asset Management Inc | 2,576 | $219.0K | 0.05% | +2,576 | New |
| Old Mission Investment Co LLC | 2,573 | $219.0K | 0.06% | +2,573 | New |
| HM Payson & Co | 2,583 | $219.9K | 0.00% | 00.0% | Unchanged |
| Searle & Co. | 2,589 | $220.4K | 0.06% | +2,589 | New |
| Cary Street Partner Investment Advisory LLC | 2,602 | $221.5K | 0.11% | +455+21.2% | Added |
| Addison Advisors LLC | 2,607 | $221.9K | 0.06% | +409+18.6% | Added |
| Agf Management Ltd | 2,609 | $222.1K | 0.00% | −2,482−48.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,610 | $222.2K | 0.03% | −337−11.4% | Reduced |
| W Advisors, LLC | 2,612 | $222.3K | 0.13% | +2,612 | New |
| Atala Financial Inc | 2,615 | $222.6K | 0.15% | 00.0% | Unchanged |
| Advisor Resource Council | 2,627 | $223.6K | 0.11% | −33,765−92.8% | Reduced |
| Blueshift Asset Management, LLC | 2,643 | $225.0K | 0.07% | −8,302−75.9% | Reduced |
| Cottage Street Advisors LLC | 2,652 | $225.7K | 0.12% | +2,652 | New |
| Trustco Bank Corp N Y | 2,667 | $227.0K | 0.22% | +2,667 | New |
| Bell Bank | 2,671 | $227.4K | 0.01% | +2,671 | New |
| Diligent Investors, LLC | 2,680 | $228.1K | 0.05% | +2,680 | New |
| Mill Creek Capital Advisors, LLC | 2,681 | $228.2K | 0.01% | −270−9.1% | Reduced |
| Arcataur Capital Management LLC | 2,683 | $228.4K | 0.07% | +2,683 | New |
| Stonebrook Private Inc. | 2,690 | $229.0K | 0.05% | +2,690 | New |
| Peregrine Asset Advisers, Inc. | 2,696 | $229.4K | 0.07% | +2,696 | New |
| Signature Wealth Management Partners, LLC | 2,698 | $229.7K | 0.13% | −362−11.8% | Reduced |
| Falcon Wealth Planning | 2,703 | $230.1K | 0.02% | +2,703 | New |
| Duncker Streett & Co Inc | 2,719 | $231.4K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 2,727 | $232.1K | 0.02% | −206−7.0% | Reduced |
| Oakworth Capital, Inc. | 2,729 | $232.3K | 0.01% | −78−2.8% | Reduced |
| First National Corp | 2,736 | $232.9K | 0.05% | −188−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,742 | $233.4K | 0.02% | −185−6.3% | Reduced |
| Financial Advisory Service, Inc. | 2,758 | $234.8K | 0.02% | +2,758 | New |
| Carter Financial Group, INC. | 2,759 | $234.9K | 0.15% | +2,759 | New |
| Frisch Financial Group, Inc. | 2,757 | $235.0K | 0.06% | +2,757 | New |
| Y.D. More Investments Ltd | 2,785 | $235.6K | 0.02% | −1,046−27.3% | Reduced |
| Westwood Holdings Group Inc. | 2,769 | $235.7K | 0.00% | −349−11.2% | Reduced |
| Archford Capital Strategies, LLC | 2,775 | $236.2K | 0.03% | +2,775 | New |
| Trilogy Capital Inc. | 2,776 | $236.3K | 0.01% | +2,776 | New |
| Sonora Investment Management Group, LLC | 2,782 | $236.8K | 0.02% | −658−19.1% | Reduced |
| RW Investment Management LLC | 2,783 | $236.9K | 0.03% | +2,783 | New |
| GK Wealth Management LLC | 2,803 | $238.6K | 0.24% | −80−2.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,812 | $240.6K | 0.03% | +2,812 | New |
| Sax Wealth Advisors, LLC | 2,839 | $241.7K | 0.01% | +2,839 | New |
| Norway Savings Bank | 2,850 | $242.6K | 0.12% | −230−7.5% | Reduced |