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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 7,198 | $612.8K | 0.04% | −332−4.4% | Reduced |
| Opal Wealth Advisors, LLC | 7,201 | $613.0K | 0.17% | +591+8.9% | Added |
| Integrity Financial Corp | 7,203 | $613.1K | 0.31% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 7,225 | $615.0K | 0.10% | −508−6.6% | Reduced |
| Landscape Capital Management, L.L.C. | 7,229 | $615.3K | 0.05% | +7,229 | New |
| MCF Advisors LLC | 7,243 | $616.5K | 0.04% | +23+0.3% | Added |
| CVA Family Office, LLC | 7,332 | $624.1K | 0.09% | +7+0.1% | Added |
| Aprio Wealth Management, LLC | 7,334 | $624.3K | 0.07% | −77−1.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,354 | $626.0K | 0.17% | +150+2.1% | Added |
| Childress Capital Advisors, LLC | 7,366 | $627.0K | 0.16% | +489+7.1% | Added |
| Principal Street Partners, LLC | 7,367 | $627.1K | 0.06% | +2,526+52.2% | Added |
| WealthPlan Investment Management, LLC | 7,368 | $627.2K | 0.05% | +7,368 | New |
| Colonial Trust Co | 7,378 | $628.0K | 0.09% | +493+7.2% | Added |
| Acorn Financial Advisory Services Inc | 7,447 | $633.9K | 0.10% | −358−4.6% | Reduced |
| Focus Financial Network, Inc. | 7,500 | $638.4K | 0.03% | −3,726−33.2% | Reduced |
| Fortis Advisors, LLC | 7,520 | $640.1K | 0.41% | −528−6.6% | Reduced |
| Delta Asset Management LLC | 7,548 | $642.4K | 0.06% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 7,263 | $644.4K | 0.23% | +1,587+28.0% | Added |
| Jeppson Wealth Management, LLC | 7,599 | $646.8K | 0.22% | +1,362+21.8% | Added |
| SeaBridge Investment Advisors LLC | 7,620 | $648.6K | 0.12% | −1,926−20.2% | Reduced |
| Proathlete Wealth Management LLC | 7,619 | $649.6K | 0.21% | +43+0.6% | Added |
| Hickory Point Bank & Trust | 7,658 | $651.8K | 0.53% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 7,670 | $652.8K | 0.02% | +1,811+30.9% | Added |
| Sym Financial Corp | 7,710 | $656.3K | 0.07% | −531−6.4% | Reduced |
| Kera Capital Partners, Inc. | 7,713 | $656.6K | 0.13% | +4,048+110.5% | Added |
| One Wealth Advisors, LLC | 7,716 | $656.8K | 0.09% | +1,260+19.5% | Added |
| Investors Asset Management of Georgia Inc | 7,725 | $657.6K | 0.30% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,788 | $662.9K | 0.09% | +3,220+70.5% | Added |
| Arvest Bank Trust Division | 7,790 | $663.1K | 0.04% | +7,790 | New |
| US Asset Management LLC | 7,791 | $663.2K | 0.57% | −21−0.3% | Reduced |
| Perritt Capital Management Inc | 7,802 | $664.2K | 0.34% | −395−4.8% | Reduced |
| First City Capital Management, Inc. | 7,815 | $665.2K | 0.38% | +250+3.3% | Added |
| Parsons Capital Management Inc | 7,842 | $667.5K | 0.04% | −15,025−65.7% | Reduced |
| Bradley Foster & Sargent Inc | 7,842 | $667.5K | 0.01% | +2,668+51.6% | Added |
| VisionPoint Advisory Group, LLC | 7,850 | $668.2K | 0.15% | +2,268+40.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,850 | $668.2K | 0.39% | +340+4.5% | Added |
| BSW Wealth Partners | 7,932 | $675.2K | 0.09% | +62+0.8% | Added |
| Bingham Private Wealth, LLC | 7,943 | $676.1K | 0.64% | +288+3.8% | Added |
| Tyche Wealth Partners LLC | 7,947 | $676.5K | 0.14% | +1,989+33.4% | Added |
| Shell Asset Management Co | 7,987 | $680.0K | 0.02% | +823+11.5% | Added |
| KCM Investment Advisors LLC | 7,995 | $680.5K | 0.02% | +456+6.0% | Added |
| Affinity Investment Advisors, LLC | 8,004 | $681.3K | 0.52% | −12−0.1% | Reduced |
| 49 Wealth Management, LLC | 8,066 | $686.6K | 0.07% | +1,876+30.3% | Added |
| Deseret Mutual Benefit Administrators | 8,066 | $686.6K | 0.32% | 00.0% | Unchanged |
| Asset Planning,Inc | 8,070 | $686.9K | 0.52% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,071 | $687.0K | 0.04% | +8,071 | New |
| Rise Advisors, LLC | 8,096 | $689.1K | 0.27% | +7,008+644.1% | Added |
| Ofc Financial Planning, LLC | 8,136 | $692.5K | 0.74% | 00.0% | Unchanged |
| First PREMIER Bank | 8,141 | $693.0K | 0.17% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 8,129 | $695.6K | 0.14% | +500+6.6% | Added |
| Dumont & Blake Investment Advisors LLC | 8,172 | $695.6K | 0.18% | +74+0.9% | Added |
| Versant Capital Management, Inc | 8,204 | $698.3K | 0.11% | +2,719+49.6% | Added |
| MONECO Advisors, LLC | 8,204 | $698.4K | 0.06% | +1,391+20.4% | Added |
| ASB Consultores, LLC | 8,261 | $703.2K | 0.47% | +934+12.7% | Added |
| First National Bank | 8,275 | $704.4K | 0.40% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 8,281 | $704.9K | 0.51% | +4,931+147.2% | Added |
| Good Life Advisors, LLC | 8,292 | $705.8K | 0.04% | +509+6.5% | Added |
| Adirondack Trust Co | 8,349 | $710.6K | 0.26% | −133−1.6% | Reduced |
| L2 Asset Management, LLC | 8,357 | $711.3K | 0.12% | +556+7.1% | Added |
| Flagship Harbor Advisors, LLC | 8,357 | $711.4K | 0.03% | +6+0.1% | Added |
| Intellectus Partners, LLC | 8,361 | $711.7K | 0.15% | −919−9.9% | Reduced |
| Anchor Investment Management, LLC | 8,366 | $712.1K | 0.06% | +5,808+227.1% | Added |
| Lecap Asset Management Ltd | 8,377 | $713.0K | 0.25% | +8,377 | New |
| R Squared Ltd | 8,382 | $713.5K | 0.39% | +5,032+150.2% | Added |
| Evoke Wealth, LLC | 8,426 | $717.2K | 0.02% | +4,098+94.7% | Added |
| Sound View Wealth Advisors Group, LLC | 8,427 | $717.3K | 0.05% | +856+11.3% | Added |
| Sargent Investment Group, LLC | 7,792 | $718.7K | 0.10% | −174−2.2% | Reduced |
| Silver Oak Securities, Inc | 8,458 | $719.9K | 0.06% | +1,922+29.4% | Added |
| Mount Vernon Associates Inc | 8,470 | $721.0K | 0.52% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,499 | $723.4K | 0.38% | −503−5.6% | Reduced |
| Dearborn Partners LLC | 8,516 | $724.9K | 0.03% | +16+0.2% | Added |
| Syon Capital LLC | 8,521 | $725.3K | 0.05% | −1,922−18.4% | Reduced |
| Massmutual Trust Co FSB | 8,577 | $730.1K | 0.02% | −429−4.8% | Reduced |
| 626 Financial, LLC | 8,616 | $733.4K | 0.34% | +10.0% | Added |
| Bank Hapoalim BM | 8,624 | $734.0K | 0.10% | −401−4.4% | Reduced |
| Powell Investment Advisors, LLC | 8,628 | $734.4K | 0.28% | +8,628 | New |
| LRI Investments, LLC | 8,660 | $737.2K | 0.06% | +6+0.1% | Added |
| Coastwise Capital Group, LLC | 8,732 | $743.3K | 0.59% | −40.0% | Reduced |
| Watts Gwilliam & Co., LLC | 7,260 | $743.5K | 0.12% | +247+3.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,774 | $746.8K | 0.09% | +570+6.9% | Added |
| Total Wealth Planning & Management, Inc. | 4,900 | $752.7K | 0.66% | −2,664−35.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,857 | $753.9K | 0.14% | +250+2.9% | Added |
| Transce3nd, LLC | 8,848 | $754.0K | 0.32% | +513+6.2% | Added |
| Alteri Wealth LLC | 8,883 | $756.1K | 0.29% | +725+8.9% | Added |
| Trust Point Inc. | 8,923 | $759.5K | 0.07% | −1,087−10.9% | Reduced |
| WSFS Capital Management, LLC | 8,953 | $762.0K | 0.04% | +396+4.6% | Added |
| Keel Point, LLC | 9,002 | $766.3K | 0.05% | +431+5.0% | Added |
| Coastal Bridge Advisors, LLC | 9,006 | $766.6K | 0.06% | +9,006 | New |
| Syverson Strege & Co | 9,007 | $766.7K | 0.18% | +9,007 | New |
| SkyView Investment Advisors, LLC | 9,104 | $768.0K | 0.11% | −91−1.0% | Reduced |
| Brave Asset Management Inc | 9,024 | $768.1K | 0.21% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 9,032 | $769.0K | 0.04% | −276−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,101 | $774.7K | 0.01% | +2,415+36.1% | Added |
| Nwam LLC | 8,461 | $780.5K | 0.05% | +783+10.2% | Added |
| Aft, Forsyth & Company, Inc. | 9,173 | $780.8K | 0.40% | −315−3.3% | Reduced |
| Umpqua Bank | 9,135 | $781.7K | 0.24% | −2,118−18.8% | Reduced |
| Sheets Smith Wealth Management | 9,200 | $783.1K | 0.09% | +9,200 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 9,212 | $784.1K | 0.14% | +9,212 | New |
| Simplicity Wealth,LLC | 9,260 | $788.3K | 0.03% | +6,021+185.9% | Added |
| Humankind Investments LLC | 9,299 | $791.5K | 0.19% | +1,263+15.7% | Added |