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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 2,860 | $243.4K | 0.01% | +2,860 | New |
| McLean Asset Management Corp | 2,820 | $244.7K | 0.06% | +2,820 | New |
| WealthTrust Axiom LLC | 2,881 | $245.3K | 0.07% | −10−0.3% | Reduced |
| Home Federal Bank of Tennessee | 2,889 | $245.9K | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 2,892 | $246.1K | 0.00% | +40+1.4% | Added |
| RKL Wealth Management LLC | 2,906 | $247.4K | 0.02% | −56−1.9% | Reduced |
| Silvant Capital Management LLC | 2,906 | $247.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,906 | $247.4K | 0.01% | +614+26.8% | Added |
| Traphagen Investment Advisors LLC | 2,908 | $247.5K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,826 | $247.6K | 0.04% | +2,826 | New |
| Raleigh Capital Management Inc. | 2,917 | $248.3K | 0.10% | −154−5.0% | Reduced |
| Successful Portfolios LLC | 2,924 | $248.9K | 0.15% | −43−1.4% | Reduced |
| Camelot Portfolios, LLC | 2,925 | $248.9K | 0.15% | −17−0.6% | Reduced |
| Pavion Blue Capital, LLC | 2,935 | $249.8K | 0.11% | +10.0% | Added |
| Caisse des Depots Et Consignations | 2,936 | $249.9K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,938 | $250.1K | 0.12% | +4+0.1% | Added |
| Sunpointe, LLC | 2,944 | $250.6K | 0.10% | +2,944 | New |
| Anchor Capital Advisors LLC | 2,945 | $250.7K | 0.01% | −855−22.5% | Reduced |
| TRUE Private Wealth Advisors | 2,964 | $252.3K | 0.03% | +6+0.2% | Added |
| Nemes Rush Group LLC | 2,994 | $254.9K | 0.03% | −378−11.2% | Reduced |
| Security National Bank | 3,000 | $255.4K | 0.04% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 3,000 | $255.4K | 0.19% | +3,000 | New |
| Signature Estate & Investment Advisors LLC | 3,005 | $255.8K | 0.01% | +3,005 | New |
| McGlone Suttner Wealth Management, Inc. | 3,023 | $257.3K | 0.04% | −440−12.7% | Reduced |
| Cheviot Value Management, LLC | 2,783 | $258.1K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,034 | $258.3K | 0.02% | −236−7.2% | Reduced |
| Western Pacific Wealth Management, LP | 3,034 | $258.3K | 0.25% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,759 | $258.5K | 0.19% | +1,135+69.9% | Added |
| D.B. Root & Company, LLC | 3,041 | $258.9K | 0.08% | +186+6.5% | Added |
| SevenBridge Financial Group, LLC | 2,706 | $259.1K | 0.05% | −1,837−40.4% | Reduced |
| Hamilton Capital, LLC | 3,045 | $259.2K | 0.01% | +225+8.0% | Added |
| VeraBank, N.A. | 3,046 | $259.3K | 0.05% | +3,046 | New |
| Peoples Bank | 3,050 | $259.6K | 0.17% | −40−1.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,064 | $260.8K | 0.07% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3,070 | $261.3K | 0.04% | −44−1.4% | Reduced |
| Yoder Wealth Management, Inc. | 3,077 | $261.9K | 0.14% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 3,076 | $262.0K | 0.02% | −800−20.6% | Reduced |
| Blalock Williams, LLC | 3,079 | $262.1K | 0.26% | +3,079 | New |
| Alpha Family Trust | 3,100 | $263.9K | 0.13% | −1,330−30.0% | Reduced |
| First National Bank of Omaha | 3,107 | $264.5K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,114 | $265.1K | 0.07% | +222+7.7% | Added |
| Symmetry Partners, LLC | 3,115 | $265.2K | 0.03% | +3,115 | New |
| Onyx Bridge Wealth Group LLC | 3,117 | $265.3K | 0.04% | +109+3.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 3,120 | $265.6K | 0.08% | +135+4.5% | Added |
| Kaufman Rossin Wealth, LLC | 3,121 | $265.7K | 0.17% | −3,990−56.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 3,126 | $266.1K | 0.08% | −6,585−67.8% | Reduced |
| All Terrain Financial Advisors, LLC | 3,128 | $266.3K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,129 | $266.3K | 0.01% | +3,129 | New |
| Requisite Capital Management, LLC | 3,143 | $267.5K | 0.06% | +107+3.5% | Added |
| Annex Advisory Services, LLC | 3,168 | $269.7K | 0.01% | +3,168 | New |
| Diversified Enterprises, LLC | 3,196 | $272.0K | 0.02% | −149−4.5% | Reduced |
| Second Line Capital, LLC | 3,201 | $272.5K | 0.06% | −347−9.8% | Reduced |
| Aire Advisors, LLC | 3,206 | $272.9K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,210 | $273.3K | 0.02% | +5+0.2% | Added |
| Plancorp, LLC | 3,211 | $273.3K | 0.01% | +72+2.3% | Added |
| New Covenant Trust Company, N.A. | 3,246 | $273.9K | 0.24% | −42−1.3% | Reduced |
| Patton Fund Management, Inc. | 3,218 | $273.9K | 0.06% | +3,218 | New |
| Reuter James Wealth Management, LLC | 3,225 | $274.5K | 0.04% | +321+11.1% | Added |
| Vanguard Capital Wealth Advisors | 3,230 | $274.9K | 0.27% | +398+14.1% | Added |
| ABN AMRO Bank N.V. | 3,217 | $275.2K | 0.00% | −1,284−28.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,249 | $276.6K | 0.09% | −488−13.1% | Reduced |
| Select Asset Management & Trust | 3,274 | $279.0K | 0.10% | −1,480−31.1% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $279.2K | 0.20% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,287 | $279.8K | 0.10% | +3,287 | New |
| TCTC Holdings, LLC | 3,287 | $279.8K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,290 | $280.0K | 0.05% | +118+3.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $280.4K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,299 | $280.9K | 0.01% | −61−1.8% | Reduced |
| Capital Performance Advisors LLP | 3,307 | $281.5K | 0.06% | −2,398−42.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,312 | $281.9K | 0.17% | −200−5.7% | Reduced |
| Millennium Capital Advisors, LLC | 3,312 | $281.9K | 0.19% | +6+0.2% | Added |
| Corundum Trust Company, INC | 3,315 | $282.2K | 0.75% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,319 | $282.5K | 0.03% | +8+0.2% | Added |
| Blackhawk Capital Partners LLC. | 3,321 | $282.7K | 0.13% | −78−2.3% | Reduced |
| Brookwood Investment Group LLC | 3,322 | $282.8K | 0.05% | +105+3.3% | Added |
| Advyzon Investment Management, LLC | 3,332 | $283.7K | 0.06% | +346+11.6% | Added |
| Yoffe Investment Management, LLC | 3,334 | $283.8K | 0.39% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 3,351 | $285.2K | 0.07% | +3,351 | New |
| Symphony Financial, Ltd. Co. | 3,396 | $285.7K | 0.04% | +3,396 | New |
| Chicago Capital, LLC | 3,369 | $286.8K | 0.01% | +430+14.6% | Added |
| Longboard Asset Management, LP | 3,373 | $287.1K | 0.71% | +3,373 | New |
| Werba Rubin Papier Wealth Management | 3,380 | $287.7K | 0.05% | +276+8.9% | Added |
| Madison Wealth Partners, Inc | 3,382 | $287.9K | 0.06% | +43+1.3% | Added |
| MJP Associates Inc | 3,389 | $288.5K | 0.04% | +464+15.9% | Added |
| Austin Private Wealth, LLC | 3,401 | $289.5K | 0.02% | +299+9.6% | Added |
| Novem Group | 3,424 | $291.4K | 0.04% | +3,424 | New |
| Boltwood Capital Management | 3,445 | $293.2K | 0.08% | +3,445 | New |
| Amplius Wealth Advisors, LLC | 3,450 | $293.7K | 0.03% | +3,450 | New |
| Grimes & Company, Inc. | 3,466 | $295.0K | 0.01% | +132+4.0% | Added |
| Orca Investment Management, LLC | 3,468 | $295.2K | 0.27% | −4−0.1% | Reduced |
| Alerus Financial NA | 3,473 | $295.6K | 0.02% | −1,128−24.5% | Reduced |
| Consolidated Portfolio Review Corp | 3,477 | $296.0K | 0.04% | −8−0.2% | Reduced |
| Penn Mutual Asset Management, LLC | 3,500 | $297.9K | 0.53% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 3,500 | $297.9K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 3,505 | $298.3K | 0.11% | −200−5.4% | Reduced |
| Garrison Point Advisors, LLC | 3,516 | $299.3K | 0.14% | +10.0% | Added |
| Allstate Corp | 3,546 | $301.8K | 0.02% | −71,513−95.3% | Reduced |
| Eads & Heald Wealth Management | 3,543 | $302.0K | 0.15% | −180−4.8% | Reduced |
| Northwest Bancshares, Inc. | 3,554 | $302.5K | 0.05% | −590−14.2% | Reduced |
| Aspen Wealth Strategies, LLC | 3,556 | $302.7K | 0.18% | +330+10.2% | Added |