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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 5,614 | $477.8K | 0.08% | +50+0.9% | Added |
| Silverlake Wealth Management LLC | 5,616 | $478.0K | 0.14% | +150+2.7% | Added |
| Catalyst Financial Partners LLC | 5,632 | $479.4K | 0.05% | +362+6.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $479.6K | 0.17% | 00.0% | Unchanged |
| Rexford Capital Inc | 5,646 | $480.6K | 0.40% | +5,646 | New |
| Intelligence Driven Advisers, LLC | 5,672 | $482.8K | 0.07% | +1,865+49.0% | Added |
| Palacios Wealth Management, LLC | 5,675 | $483.1K | 0.40% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,700 | $485.2K | 0.02% | +1,600+39.0% | Added |
| CoreCap Advisors, LLC | 5,705 | $485.6K | 0.02% | +398+7.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,739 | $488.0K | 0.01% | −225−3.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,737 | $488.3K | 0.23% | +20.0% | Added |
| NBT Bank N A | 5,740 | $488.6K | 0.03% | −200−3.4% | Reduced |
| Texas Bank & Trust Co | 5,748 | $489.3K | 0.19% | −910−13.7% | Reduced |
| Calton & Associates, Inc. | 5,749 | $489.3K | 0.08% | +309+5.7% | Added |
| Quent Capital, LLC | 5,757 | $490.1K | 0.05% | +222+4.0% | Added |
| Transamerica Financial Advisors, Inc. | 5,773 | $491.4K | 0.05% | −293−4.8% | Reduced |
| MSH Capital Advisors LLC | 5,795 | $493.3K | 0.14% | −20.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,800 | $493.7K | 0.19% | +522+9.9% | Added |
| GTS Securities LLC | 5,822 | $495.6K | 0.02% | −2,669−31.4% | Reduced |
| Alexander Randolph Advisory, Inc. | 5,824 | $495.7K | 0.44% | −4,199−41.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,829 | $496.2K | 0.01% | +393+7.2% | Added |
| Aurora Private Wealth, Inc. | 5,840 | $497.0K | 0.37% | +645+12.4% | Added |
| VestGen Advisors, LLC | 5,857 | $498.5K | 0.02% | +1,830+45.4% | Added |
| Marex Group plc | 5,866 | $499.3K | 0.01% | −9,947−62.9% | Reduced |
| Richwood Investment Advisors, LLC | 5,867 | $499.4K | 0.41% | +1,050+21.8% | Added |
| Atom Investors LP | 5,883 | $500.8K | 0.04% | +5,883 | New |
| NTV Asset Management LLC | 5,892 | $501.5K | 0.06% | −200−3.3% | Reduced |
| Integrated Quantitative Investments LLC | 5,900 | $502.2K | 0.15% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,911 | $503.1K | 0.32% | −100−1.7% | Reduced |
| Ethos Financial Group, LLC | 5,924 | $504.3K | 0.04% | +341+6.1% | Added |
| Cromwell Holdings LLC | 5,927 | $504.5K | 0.31% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5,940 | $505.6K | 0.20% | −51−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,947 | $506.2K | 0.02% | +426+7.7% | Added |
| Monument Capital Management | 5,979 | $508.9K | 0.13% | +2,326+63.7% | Added |
| Relyea Zuckerberg Hanson LLC | 6,016 | $512.1K | 0.06% | +225+3.9% | Added |
| Magnus Financial Group LLC | 6,053 | $515.3K | 0.05% | +57+1.0% | Added |
| Resonant Capital Advisors, LLC | 6,117 | $520.7K | 0.03% | +2,353+62.5% | Added |
| Sentry Investment Management LLC | 6,093 | $521.0K | 0.29% | 00.0% | Unchanged |
| Gries Financial LLC | 6,152 | $523.7K | 0.10% | −61−1.0% | Reduced |
| Insight Advisors, LLC | 6,170 | $525.1K | 0.08% | −500−7.5% | Reduced |
| FCG Investment Co | 6,171 | $525.3K | 0.27% | +6,171 | New |
| IFG Advisors, LLC | 6,198 | $527.6K | 0.09% | +485+8.5% | Added |
| Beta Wealth Group, Inc. | 6,227 | $530.1K | 0.19% | −1,095−15.0% | Reduced |
| Altfest L J & Co Inc | 6,228 | $530.2K | 0.06% | +67+1.1% | Added |
| Northern Financial Advisors Inc | 6,252 | $532.2K | 0.40% | +189+3.1% | Added |
| Intrinsic Value Partners, LLC | 6,275 | $534.1K | 0.48% | −631−9.1% | Reduced |
| Flputnam Investment Management Co | 6,302 | $536.5K | 0.01% | +1,076+20.6% | Added |
| Continuum Advisory, LLC | 6,323 | $538.2K | 0.06% | +253+4.2% | Added |
| Certified Advisory Corp | 6,334 | $539.2K | 0.06% | +9+0.1% | Added |
| Bokf, NA | 6,355 | $540.9K | 0.01% | +170+2.7% | Added |
| Heartland Bank & Trust Co | 6,370 | $542.2K | 0.25% | −188−2.9% | Reduced |
| Parcion Private Wealth LLC | 6,375 | $542.6K | 0.04% | −1,273−16.6% | Reduced |
| Titleist Asset Management, LLC | 6,385 | $543.5K | 0.05% | +103+1.6% | Added |
| Elmwood Wealth Management, Inc. | 6,400 | $544.8K | 0.22% | 00.0% | Unchanged |
| AlTi Global, Inc. | 6,394 | $545.3K | 0.01% | +518+8.8% | Added |
| Prossimo Advisors, LLC | 6,418 | $546.0K | 0.44% | −242−3.6% | Reduced |
| GeoWealth Management, LLC | 6,437 | $547.9K | 0.02% | −1,870−22.5% | Reduced |
| Scientech Research LLC | 6,483 | $551.8K | 0.13% | +6,483 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,505 | $554.0K | 0.07% | +552+9.3% | Added |
| Avidian Wealth Solutions, LLC | 6,541 | $556.8K | 0.02% | −865−11.7% | Reduced |
| Capital Investment Advisory Services, LLC | 6,567 | $559.0K | 0.05% | +475+7.8% | Added |
| FNY Investment Advisers, LLC | 6,584 | $560.0K | 0.24% | −6,226−48.6% | Reduced |
| AllSquare Wealth Management LLC | 6,598 | $561.6K | 0.32% | +3,450+109.6% | Added |
| Washington Capital Management Inc | 6,600 | $561.8K | 0.42% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 6,608 | $562.0K | 0.05% | +6,608 | New |
| Stock Yards Bank & Trust Co | 6,618 | $563.3K | 0.02% | +348+5.6% | Added |
| Shepherd Financial Partners LLC | 6,632 | $564.5K | 0.06% | −33−0.5% | Reduced |
| TTP Investments, Inc. | 6,636 | $564.8K | 0.19% | +144+2.2% | Added |
| Procyon Private Wealth Partners, LLC | 6,654 | $566.4K | 0.05% | −5,522−45.4% | Reduced |
| Philip James Wealth Mangement, LLC | 6,678 | $568.4K | 0.07% | −3,456−34.1% | Reduced |
| Fiducient Advisors LLC | 6,701 | $570.4K | 0.07% | −281−4.0% | Reduced |
| Capital Square, LLC | 6,592 | $571.7K | 0.30% | −880−11.8% | Reduced |
| Two Sigma Securities, LLC | 6,718 | $571.8K | 0.07% | +6,718 | New |
| TFR Capital, LLC. | 6,739 | $573.6K | 0.21% | −344−4.9% | Reduced |
| Marino, Stram & Associates LLC | 6,756 | $575.1K | 0.12% | +138+2.1% | Added |
| Balanced Rock Investment Advisor | 6,766 | $575.9K | 0.45% | −103−1.5% | Reduced |
| BankPlus Trust Department | 6,776 | $576.8K | 0.17% | +5,881+657.1% | Added |
| Bulltick Wealth Management, LLC | 6,780 | $577.1K | 0.14% | +6,780 | New |
| Family Legacy, Inc. | 6,832 | $581.5K | 0.19% | −175−2.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,840 | $582.2K | 0.13% | 00.0% | Unchanged |
| Next Level Private LLC | 6,863 | $584.2K | 0.19% | +9+0.1% | Added |
| North Star Asset Management Inc | 6,893 | $586.7K | 0.02% | +2,061+42.7% | Added |
| Exencial Wealth Advisors, LLC | 6,895 | $586.9K | 0.02% | −150−2.1% | Reduced |
| Unified Investment Management | 6,896 | $587.0K | 0.63% | +174+2.6% | Added |
| Wealth Management Associates, Inc. | 6,904 | $587.6K | 0.23% | −48−0.7% | Reduced |
| Aviso Wealth Management | 6,921 | $589.1K | 0.28% | +1,027+17.4% | Added |
| Modera Wealth Management, LLC | 6,943 | $591.0K | 0.01% | +11+0.2% | Added |
| MFA Wealth Services | 6,986 | $594.6K | 0.45% | +244+3.6% | Added |
| TrueWealth Advisors, LLC | 7,007 | $596.5K | 0.18% | +520+8.0% | Added |
| Cowa, LLC | 7,019 | $597.5K | 0.23% | +144+2.1% | Added |
| Simmons Bank | 7,062 | $601.1K | 0.04% | −584−7.6% | Reduced |
| PDS Planning, Inc | 7,066 | $601.5K | 0.04% | +228+3.3% | Added |
| Opinicus Capital, Inc. | 7,088 | $603.3K | 0.46% | −325−4.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,089 | $603.4K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 7,100 | $604.4K | 0.44% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 7,133 | $607.2K | 0.21% | +10.0% | Added |
| North Star Investment Management Corp. | 7,144 | $608.1K | 0.04% | +324+4.8% | Added |
| Chilton Capital Management LLC | 7,170 | $610.3K | 0.02% | −2,040−22.1% | Reduced |
| Argentarii, LLC | 7,181 | $611.2K | 0.28% | −7,998−52.7% | Reduced |
| Mather Group, LLC. | 7,186 | $611.6K | 0.01% | +968+15.6% | Added |