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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 4,501 | $383.2K | 0.06% | +58+1.3% | Added |
| Pointe Capital Management LLC | 4,503 | $383.3K | 0.20% | −115−2.5% | Reduced |
| Bluefin Capital Management, LLC | 4,530 | $385.6K | 0.30% | −2,070−31.4% | Reduced |
| Angeles Wealth Management, LLC | 4,531 | $385.7K | 0.03% | −573−11.2% | Reduced |
| Founders Financial Alliance, LLC | 4,540 | $386.4K | 0.09% | −2,576−36.2% | Reduced |
| Keebeck Alpha, LP | 4,545 | $386.9K | 0.63% | +73+1.6% | Added |
| Maven Securities LTD | 4,552 | $387.5K | 0.10% | −2,492−35.4% | Reduced |
| Bay Capital Advisors, LLC | 4,558 | $388.0K | 0.30% | +3+0.1% | Added |
| Becker Capital Management Inc | 4,575 | $389.4K | 0.01% | −987−17.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,585 | $390.3K | 0.15% | −211−4.4% | Reduced |
| Alta Wealth Advisors LLC | 4,603 | $391.8K | 0.18% | −978−17.5% | Reduced |
| Tyler-Stone Wealth Management | 4,608 | $392.2K | 0.06% | +88+1.9% | Added |
| Main Street Research LLC | 4,618 | $393.1K | 0.02% | −1,112−19.4% | Reduced |
| Essex Savings Bank | 4,643 | $395.2K | 0.09% | −1,885−28.9% | Reduced |
| Claro Advisors LLC | 4,670 | $397.5K | 0.07% | −3,713−44.3% | Reduced |
| Birch Financial Group, LLC | 4,675 | $397.9K | 0.32% | +27+0.6% | Added |
| Seamount Financial Group Inc | 4,680 | $398.4K | 0.20% | +4,680 | New |
| E Fund Management Co., Ltd. | 4,696 | $399.7K | 0.02% | −167−3.4% | Reduced |
| Summit Global Investments | 4,697 | $400.0K | 0.02% | −8,360−64.0% | Reduced |
| Global Trust Asset Management, LLC | 4,700 | $400.1K | 0.21% | +2,125+82.5% | Added |
| Total Clarity Wealth Management, Inc. | 4,705 | $400.5K | 0.11% | −4,026−46.1% | Reduced |
| Kennedy Investment Group | 4,722 | $402.0K | 0.17% | +708+17.6% | Added |
| Baker Tilly Wealth Management, LLC | 4,729 | $402.5K | 0.14% | −308−6.1% | Reduced |
| Patten Group, Inc. | 4,736 | $403.1K | 0.09% | +402+9.3% | Added |
| Rosenberg Matthew Hamilton | 4,750 | $404.3K | 0.09% | +725+18.0% | Added |
| William B. Walkup & Associates, Inc. | 4,774 | $406.4K | 0.24% | +489+11.4% | Added |
| Beverly Hills Private Wealth, LLC | 4,782 | $407.0K | 0.08% | −212−4.2% | Reduced |
| Associated Banc-Corp | 4,786 | $407.4K | 0.01% | +755+18.7% | Added |
| Confluence Wealth Services, Inc. | 4,796 | $408.2K | 0.02% | +38+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 4,827 | $410.9K | 0.01% | −159−3.2% | Reduced |
| Corecam Pte. Ltd. | 4,829 | $411.1K | 0.23% | −11−0.2% | Reduced |
| Proficio Capital Partners LLC | 4,831 | $411.2K | 0.03% | +568+13.3% | Added |
| Mission Wealth Management, LP | 4,844 | $412.4K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,847 | $412.5K | 0.02% | +1,451+42.7% | Added |
| Atlas Brown,Inc. | 4,849 | $412.7K | 0.13% | −73−1.5% | Reduced |
| Advisory Alpha, LLC | 4,852 | $413.1K | 0.01% | −173−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,855 | $413.3K | 0.07% | +1,673+52.6% | Added |
| BOS Asset Management, LLC | 4,858 | $413.5K | 0.13% | −15−0.3% | Reduced |
| Waddell & Associates, LLC | 4,863 | $413.9K | 0.04% | +4,863 | New |
| Whalen Wealth Management Inc. | 4,883 | $415.6K | 0.26% | +4,883 | New |
| Tritonpoint Wealth, LLC | 4,885 | $415.8K | 0.04% | +492+11.2% | Added |
| Calamos Wealth Management LLC | 4,893 | $416.5K | 0.02% | +886+22.1% | Added |
| Woodward Diversified Capital, LLC | 4,910 | $417.9K | 0.21% | +4,910 | New |
| Archer Investment Corp | 4,914 | $418.3K | 0.10% | −2,918−37.3% | Reduced |
| Compagnie Lombard Odier SCmA | 4,924 | $419.1K | 0.01% | −1,250−20.2% | Reduced |
| Smith Thornton Advisors LLC | 4,928 | $419.5K | 0.24% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 4,937 | $420.2K | 0.20% | +31+0.6% | Added |
| Ambassador Advisors, LLC | 4,945 | $420.9K | 0.07% | +5+0.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,962 | $422.4K | 0.15% | +662+15.4% | Added |
| Avaii Wealth Management, LLC | 4,968 | $422.9K | 0.19% | +227+4.8% | Added |
| First Heartland Consultants, Inc. | 4,995 | $425.2K | 0.04% | +493+11.0% | Added |
| Harbor Advisors LLC | 5,000 | $425.6K | 0.07% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,000 | $425.6K | 0.15% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,000 | $425.6K | 0.01% | +782+18.5% | Added |
| Onefund, LLC | 5,013 | $427.0K | 0.31% | −42−0.8% | Reduced |
| Leigh Baldwin & Co., LLC | 5,026 | $427.9K | 0.28% | −497−9.0% | Reduced |
| SOL Capital Management CO | 5,030 | $428.0K | 0.04% | −100−1.9% | Reduced |
| Chapin Davis, Inc. | 5,057 | $430.4K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,070 | $431.5K | 0.01% | +729+16.8% | Added |
| D'Orazio & Associates, Inc. | 5,078 | $432.3K | 0.06% | −1,002−16.5% | Reduced |
| Zions Bancorporation, National Association | 5,093 | $433.5K | 0.02% | −74−1.4% | Reduced |
| Gateway Investment Advisers LLC | 5,111 | $435.0K | 0.00% | −358−6.5% | Reduced |
| Nilsine Partners, LLC | 5,116 | $435.5K | 0.04% | −117−2.2% | Reduced |
| Ridgewood Investments LLC | 5,146 | $438.0K | 0.19% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,156 | $438.9K | 0.09% | +505+10.9% | Added |
| Trueblood Wealth Management, LLC | 5,161 | $439.3K | 0.18% | +34+0.7% | Added |
| OneAscent Financial Services LLC | 5,123 | $441.0K | 0.03% | −4,421−46.3% | Reduced |
| Harbour Investments, Inc. | 5,206 | $443.2K | 0.01% | −646−11.0% | Reduced |
| Wellington Shields Capital Management, LLC | 5,218 | $444.1K | 0.08% | −98−1.8% | Reduced |
| FLC Capital Advisors | 5,226 | $444.8K | 0.09% | +2,247+75.4% | Added |
| Old North State Trust, LLC | 5,223 | $445.0K | 0.30% | +429+8.9% | Added |
| ELCO Management Co., LLC | 5,234 | $445.5K | 0.23% | +2,000+61.8% | Added |
| Net Worth Advisory Group | 5,237 | $445.8K | 0.10% | −179−3.3% | Reduced |
| First Nebraska Trust Co | 5,239 | $445.9K | 0.04% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 4,686 | $446.3K | 0.21% | +690+17.3% | Added |
| Versor Investments LP | 5,256 | $447.4K | 0.08% | −18,244−77.6% | Reduced |
| Gryphon Financial Partners LLC | 5,257 | $447.5K | 0.06% | +59+1.1% | Added |
| Juncture Wealth Strategies, LLC | 5,324 | $453.2K | 0.16% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,327 | $453.4K | 0.04% | −1,522−22.2% | Reduced |
| Pure Financial Advisors, Inc. | 5,329 | $453.6K | 0.01% | +5,329 | New |
| Twinbeech Capital LP | 5,344 | $454.9K | 0.01% | +5,344 | New |
| Wallace Advisory Group, LLC | 6,451 | $458.0K | 0.33% | −858−11.7% | Reduced |
| Signal Advisors Wealth, LLC | 5,392 | $459.0K | 0.04% | +1,791+49.7% | Added |
| Aviance Capital Partners, LLC | 5,405 | $460.1K | 0.06% | +1,772+48.8% | Added |
| Gilbert & Cook, Inc. | 5,441 | $463.1K | 0.06% | +79+1.5% | Added |
| Bard Financial Services, Inc. | 5,445 | $463.5K | 0.06% | −750−12.1% | Reduced |
| FourThought Financial Partners, LLC | 5,446 | $463.6K | 0.05% | −687−11.2% | Reduced |
| Everpar Advisors LLC | 5,449 | $463.8K | 0.21% | +285+5.5% | Added |
| LexAurum Advisors, LLC | 5,453 | $464.1K | 0.07% | +279+5.4% | Added |
| Quadrant Private Wealth Management, LLC | 5,488 | $467.1K | 0.10% | −2,129−28.0% | Reduced |
| Zullo Investment Group, Inc. | 5,498 | $468.1K | 0.19% | +189+3.6% | Added |
| Twin Focus Capital Partners, LLC | 5,500 | $468.2K | 0.07% | −8−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,504 | $468.5K | 0.06% | −26−0.5% | Reduced |
| MUFG Securities EMEA plc | 5,530 | $470.7K | 0.02% | +5,530 | New |
| Arvest Investments, Inc. | 5,564 | $473.6K | 0.07% | +5,564 | New |
| Gables Capital Management Inc. | 5,575 | $474.5K | 0.22% | −100−1.8% | Reduced |
| Perennial Investment Advisors, LLC | 5,587 | $475.6K | 0.05% | −109−1.9% | Reduced |
| May Hill Capital, LLC | 5,597 | $476.4K | 0.16% | +203+3.8% | Added |
| Stablepoint Partners, LLC | 5,600 | $476.7K | 0.08% | −1,000−15.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,608 | $477.4K | 0.01% | −215−3.7% | Reduced |