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
- 2,065
- +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
- 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Aspen Wealth Strategies, LLC | 3,556 | $302.7K | 0.18% | +330+10.2% | Added |
| Legacy Edge Advisors, LLC | 3,557 | $302.8K | 0.04% | +450+14.5% | Added |
| IFC Advisors LLC | 3,586 | $305.2K | 0.06% | −434−10.8% | Reduced |
| Shoker Investment Counsel, Inc. | 3,587 | $305.3K | 0.10% | +24+0.7% | Added |
| BIP Wealth, LLC | 3,589 | $305.5K | 0.02% | +624+21.0% | Added |
| Midwest Trust Co | 3,591 | $305.7K | 0.00% | +3,591 | New |
| Connecticut Wealth Management, LLC | 3,602 | $306.6K | 0.01% | +3,602 | New |
| EPG Wealth Management LLC | 3,605 | $306.9K | 0.09% | −981−21.4% | Reduced |
| Sendero Wealth Management, LLC | 3,606 | $306.9K | 0.04% | +386+12.0% | Added |
| Prentice Wealth Management LLC | 3,613 | $307.6K | 0.08% | −117−3.1% | Reduced |
| Guardian Wealth Advisors, LLC | 3,638 | $309.6K | 0.02% | −1,053−22.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,638 | $309.7K | 0.35% | −4,986−57.8% | Reduced |
| United Community Bank | 3,638 | $309.7K | 0.11% | +31+0.9% | Added |
| PSI Advisors, LLC | 3,639 | $309.8K | 0.15% | −1,141−23.9% | Reduced |
| Lansing Street Advisors | 3,644 | $310.1K | 0.09% | −47−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,646 | $310.4K | 0.02% | −34−0.9% | Reduced |
| Allied Investment Advisors, LLC | 3,652 | $310.9K | 0.05% | +100+2.8% | Added |
| JBGlobal.com LLC | 3,657 | $311.3K | 0.32% | −540−12.9% | Reduced |
| Pacific Center for Financial Services | 3,695 | $314.5K | 0.09% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,704 | $315.3K | 0.16% | +368+11.0% | Added |
| Fortitude Family Office, LLC | 3,704 | $315.3K | 0.10% | +2,475+201.4% | Added |
| MBB Public Markets I LLC | 3,714 | $316.1K | 0.04% | −844−18.5% | Reduced |
| MBL Wealth, LLC | 3,719 | $316.6K | 0.03% | +238+6.8% | Added |
| Winthrop Advisory Group LLC | 3,735 | $317.9K | 0.03% | −69−1.8% | Reduced |
| Aspen Investment Management Inc | 3,739 | $318.0K | 0.13% | −300−7.4% | Reduced |
| Orrstown Financial Services Inc | 3,740 | $318.3K | 0.07% | +3,740 | New |
| Lifestyle Asset Management, Inc. | 3,778 | $321.6K | 0.15% | +198+5.5% | Added |
| Asset Allocation Strategies LLC | 3,785 | $322.2K | 0.07% | +60+1.6% | Added |
| NBC Securities, Inc. | 3,805 | $323.0K | 0.03% | +558+17.2% | Added |
| Accel Wealth Management | 3,815 | $324.7K | 0.11% | −177−4.4% | Reduced |
| Spartan Planning & Wealth Management | 3,815 | $324.7K | 0.28% | +3,815 | New |
| Teza Capital Management LLC | 3,829 | $325.9K | 0.24% | −8,080−67.8% | Reduced |
| Addison Capital Co | 3,846 | $327.4K | 0.11% | +81+2.2% | Added |
| Whitener Capital Management, Inc. | 3,857 | $328.3K | 0.09% | +82+2.2% | Added |
| CenterStar Asset Management, LLC | 3,860 | $328.7K | 0.40% | −7,002−64.5% | Reduced |
| CFM Wealth Partners LLC | 3,863 | $328.8K | 0.05% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,866 | $329.0K | 0.16% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,868 | $329.2K | 0.20% | −99−2.5% | Reduced |
| Key Financial Inc | 3,868 | $329.2K | 0.07% | +52+1.4% | Added |
| Regal Investment Advisors LLC | 3,886 | $330.8K | 0.02% | +113+3.0% | Added |
| Albert D Mason Inc | 3,889 | $331.0K | 0.24% | +227+6.2% | Added |
| Embree Financial Group | 3,896 | $331.6K | 0.05% | +225+6.1% | Added |
| Brickwood Asset Management LLP | 5,345 | $332.0K | 0.24% | +5,345 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,908 | $332.6K | 0.07% | +778+24.9% | Added |
| Ferguson Wellman Capital Management, Inc | 3,931 | $334.6K | 0.01% | +940+31.4% | Added |
| RDA Financial Network | 3,940 | $335.4K | 0.09% | +130+3.4% | Added |
| Balboa Wealth Partners | 3,955 | $336.7K | 0.07% | +1,117+39.4% | Added |
| Riversedge Advisors, LLC | 3,958 | $336.9K | 0.07% | +596+17.7% | Added |
| Westover Capital Advisors, LLC | 3,962 | $337.2K | 0.07% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,968 | $337.8K | 0.16% | +235+6.3% | Added |
| Beaumont Financial Advisors, LLC | 3,976 | $338.5K | 0.02% | −384−8.8% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $340.0K | 0.05% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,997 | $340.2K | 0.11% | −6,767−62.9% | Reduced |
| First Foundation Advisors | 4,008 | $341.2K | 0.01% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 4,017 | $341.9K | 0.07% | −200−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 4,029 | $342.9K | 0.05% | 00.0% | Unchanged |
| Tamar Securities, LLC | 4,044 | $344.2K | 0.04% | +80+2.0% | Added |
| Mattson Financial Services, LLC | 4,067 | $346.2K | 0.09% | +4,067 | New |
| Invenio Wealth Partners LLC | 4,074 | $346.8K | 0.14% | +4,074 | New |
| Navis Wealth Advisors, LLC | 4,100 | $349.0K | 0.29% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 4,126 | $351.2K | 0.18% | +10.0% | Added |
| Capital Advisors Inc | 4,129 | $351.4K | 0.01% | +43+1.1% | Added |
| Vicus Capital | 4,142 | $352.6K | 0.03% | −80−1.9% | Reduced |
| Legacy Solutions, LLC | 4,158 | $353.9K | 0.34% | +414+11.1% | Added |
| Foster & Motley Inc | 4,162 | $354.0K | 0.02% | −110−2.6% | Reduced |
| Steinberg Asset Management LLC | 4,175 | $355.4K | 0.26% | −4,607−52.5% | Reduced |
| GSB Wealth Management, LLC | 4,191 | $356.7K | 0.09% | +111+2.7% | Added |
| SCS Capital Management LLC | 4,202 | $357.7K | 0.00% | −7−0.2% | Reduced |
| Bahl & Gaynor Inc | 4,203 | $357.8K | 0.00% | +213+5.3% | Added |
| BancorpSouth Bank | 4,210 | $358.4K | 0.02% | −9−0.2% | Reduced |
| Apexium Financial, LP | 4,229 | $360.0K | 0.02% | +193+4.8% | Added |
| Root Financial Partners, LLC | 4,231 | $360.2K | 0.03% | +4,231 | New |
| Applied Capital LLC | 4,234 | $360.4K | 0.27% | −20−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $360.7K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,241 | $361.0K | 0.08% | −367−8.0% | Reduced |
| Wealth Management Partners, LLC | 4,136 | $362.4K | 0.13% | +650+18.6% | Added |
| Voya Financial Advisors, Inc. | 4,308 | $363.5K | 0.04% | −96−2.2% | Reduced |
| Advisor OS, LLC | 4,272 | $363.6K | 0.04% | +522+13.9% | Added |
| Pingora Partners LLC | 4,295 | $365.6K | 0.27% | −200−4.4% | Reduced |
| McAdam, LLC | 4,297 | $365.8K | 0.02% | −130−2.9% | Reduced |
| X-Square Capital, LLC | 4,310 | $367.0K | 0.13% | +20.0% | Added |
| Financial Engines Advisors L.L.C. | 4,314 | $367.0K | 0.00% | +188+4.6% | Added |
| Wayfinding Financial, LLC | 4,015 | $369.0K | 0.17% | +319+8.6% | Added |
| Beirne Wealth Consulting Services, LLC | 4,339 | $369.3K | 0.12% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,356 | $370.8K | 0.08% | −62−1.4% | Reduced |
| Hudson Bay Capital Management LP | 4,365 | $371.5K | 0.00% | −1,375,743−99.7% | Reduced |
| Brass Tax Wealth Management, Inc | 4,368 | $371.8K | 0.07% | −40−0.9% | Reduced |
| Flynn Zito Capital Management, LLC | 4,371 | $372.0K | 0.16% | −437−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 4,374 | $372.3K | 0.02% | −536−10.9% | Reduced |
| Evercore Wealth Management, LLC | 4,378 | $372.7K | 0.01% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 4,387 | $373.4K | 0.04% | +984+28.9% | Added |
| Beacon Investment Advisory Services, Inc. | 4,403 | $374.8K | 0.02% | −86−1.9% | Reduced |
| Kentucky Trust Co | 4,419 | $376.1K | 0.22% | 00.0% | Unchanged |
| Greenfield Savings Bank | 4,475 | $380.9K | 0.17% | −578−11.4% | Reduced |
| Strive Asset Management, LLC | 4,486 | $381.8K | 0.23% | −4,231−48.5% | Reduced |
| Optas, LLC | 4,491 | $382.3K | 0.07% | −40−0.9% | Reduced |
| O'Rourke & Company, Inc | 4,496 | $382.7K | 0.18% | +6+0.1% | Added |
| Prelude Capital Management, LLC | 4,498 | $382.9K | 0.04% | −59,094−92.9% | Reduced |
| Gs Investments, Inc. | 4,499 | $383.0K | 0.17% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,499 | $383.0K | 0.00% | +857+23.5% | Added |