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 |
|---|---|---|---|---|---|
| Bayview Asset Management, LLC | 20,000 | $1.70M | 1.71% | −9,500−32.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $1.70M | 0.20% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 19,996 | $1.70M | 0.39% | −186−0.9% | Reduced |
| Inscription Capital, LLC | 19,922 | $1.70M | 0.24% | −9,956−33.3% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $1.70M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 19,837 | $1.69M | 0.04% | +7,506+60.9% | Added |
| Matthew Goff Investment Advisor, LLC | 19,710 | $1.68M | 0.31% | 00.0% | Unchanged |
| LM Advisors LLC | 19,701 | $1.68M | 0.22% | +1,967+11.1% | Added |
| Stevens Capital Management LP | 19,588 | $1.67M | 0.45% | −793−3.9% | Reduced |
| 111 Capital | 19,463 | $1.66M | 0.28% | +9,144+88.6% | Added |
| Hayek Kallen Investment Management | 19,371 | $1.65M | 0.56% | +3,837+24.7% | Added |
| First National Trust Co | 19,345 | $1.65M | 0.06% | +100+0.5% | Added |
| Norden Group LLC | 19,309 | $1.64M | 0.18% | −255−1.3% | Reduced |
| Tevis Investment Management | 19,058 | $1.62M | 1.04% | −844−4.2% | Reduced |
| Perpetual Ltd | 19,041 | $1.62M | 0.02% | −1,235−6.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,000 | $1.62M | 0.84% | +5,600+41.8% | Added |
| AustralianSuper Pty Ltd | 18,993 | $1.62M | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18,979 | $1.62M | 0.08% | −140−0.7% | Reduced |
| Donoghue Forlines LLC | 18,798 | $1.60M | 0.46% | −35,746−65.5% | Reduced |
| O'Neil Global Advisors, Inc. | 18,802 | $1.60M | 0.37% | +18,802 | New |
| Clarius Group, LLC | 18,774 | $1.60M | 0.09% | −1,390−6.9% | Reduced |
| Dakota Wealth Management | 18,750 | $1.60M | 0.03% | −159−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 18,740 | $1.60M | 0.25% | +13,595+264.2% | Added |
| Wealthcare Advisory Partners LLC | 18,715 | $1.59M | 0.04% | +1,162+6.6% | Added |
| Pflug Koory, LLC | 18,714 | $1.59M | 0.81% | 00.0% | Unchanged |
| Summit X, LLC | 18,532 | $1.58M | 0.29% | +690+3.9% | Added |
| Wright Investors Service Inc | 18,466 | $1.57M | 0.47% | −4,537−19.7% | Reduced |
| Fusion Capital, LLC | 18,418 | $1.57M | 0.54% | +1,918+11.6% | Added |
| Venture Visionary Partners LLC | 18,357 | $1.56M | 0.06% | +596+3.4% | Added |
| Quantitative Investment Management, LLC | 18,346 | $1.56M | 0.21% | +1,602+9.6% | Added |
| SlateStone Wealth, LLC | 18,332 | $1.56M | 0.15% | +9,800+114.9% | Added |
| Paragon Capital Management LLC | 18,303 | $1.56M | 0.80% | +3,930+27.3% | Added |
| Klingman & Associates, LLC | 18,276 | $1.56M | 0.09% | +14,634+401.8% | Added |
| Ausdal Financial Partners, Inc. | 18,268 | $1.55M | 0.10% | −1,791−8.9% | Reduced |
| Prosperity Consulting Group, LLC | 18,263 | $1.55M | 0.11% | +323+1.8% | Added |
| Measured Wealth Private Client Group, LLC | 18,218 | $1.55M | 0.46% | +3,396+22.9% | Added |
| Cigna Investments Inc | 18,190 | $1.55M | 0.27% | −892−4.7% | Reduced |
| Cardinal Point Capital Management, ULC | 18,157 | $1.55M | 0.12% | +1,250+7.4% | Added |
| Deltec Asset Management LLC | 18,125 | $1.54M | 0.28% | +3,000+19.8% | Added |
| Birchbrook, Inc. | 18,103 | $1.54M | 0.83% | +34+0.2% | Added |
| Fortress Private Ledger, LLC | 17,948 | $1.53M | 0.69% | +2,696+17.7% | Added |
| Intrust Bank NA | 17,926 | $1.53M | 0.14% | +1,830+11.4% | Added |
| ICONIQ Capital, LLC | 17,902 | $1.52M | 0.03% | +17,902 | New |
| Citizens National Bank Trust Department | 17,872 | $1.52M | 0.30% | +669+3.9% | Added |
| E&G Advisors, LP | 17,853 | $1.52M | 0.39% | −480−2.6% | Reduced |
| Spire Wealth Management | 17,851 | $1.52M | 0.05% | +9,824+122.4% | Added |
| Hilltop Holdings Inc. | 17,795 | $1.51M | 0.10% | +370+2.1% | Added |
| Ballentine Partners, LLC | 17,793 | $1.51M | 0.02% | −7,842−30.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $1.51M | 0.85% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 17,716 | $1.51M | 0.17% | +30+0.2% | Added |
| Skopos Labs, Inc. | 17,659 | $1.50M | 0.20% | +5,535+45.7% | Added |
| Change Path, LLC | 17,653 | $1.50M | 0.04% | +85+0.5% | Added |
| Leavell Investment Management, Inc. | 17,471 | $1.49M | 0.07% | +3,066+21.3% | Added |
| Breakwater Capital Group | 17,466 | $1.49M | 0.24% | −833−4.6% | Reduced |
| Tandem Capital Management Corp | 17,375 | $1.48M | 0.75% | −112−0.6% | Reduced |
| Chapman Financial Group, LLC | 17,320 | $1.47M | 1.25% | +17,320 | New |
| Essex Financial Services, Inc. | 17,158 | $1.46M | 0.10% | +240+1.4% | Added |
| Meyer Handelman Co | 17,025 | $1.45M | 0.05% | −645−3.7% | Reduced |
| TownSquare Capital, LLC | 16,998 | $1.45M | 0.14% | −121,525−87.7% | Reduced |
| Round Rock Advisors, LLC | 16,982 | $1.45M | 0.25% | −36−0.2% | Reduced |
| Scott Marsh Financial, LLC | 16,900 | $1.44M | 0.53% | +16,900 | New |
| Ignite Planners, LLC | 15,387 | $1.44M | 0.25% | −1,518−9.0% | Reduced |
| Regions Financial Corp | 16,888 | $1.44M | 0.01% | −589−3.4% | Reduced |
| Smartleaf Asset Management LLC | 17,021 | $1.44M | 0.13% | −3,376−16.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 16,781 | $1.43M | 0.32% | +6,260+59.5% | Added |
| Eagle Global Advisors LLC | 16,650 | $1.42M | 0.06% | −500−2.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 16,599 | $1.41M | 0.12% | +781+4.9% | Added |
| Arjuna Capital | 16,475 | $1.40M | 0.37% | −1,070−6.1% | Reduced |
| Melfa Wealth Management, LLC | 16,466 | $1.40M | 0.89% | 00.0% | Unchanged |
| Wealth Effects LLC | 16,459 | $1.40M | 0.52% | +2,859+21.0% | Added |
| Persistent Asset Partners Ltd | 16,433 | $1.40M | 1.23% | −4,498−21.5% | Reduced |
| Transatlantique Private Wealth LLC | 16,346 | $1.39M | 0.51% | −825−4.8% | Reduced |
| Portside Wealth Group, LLC | 16,290 | $1.39M | 0.21% | +22+0.1% | Added |
| Boston Private Wealth LLC | 16,206 | $1.38M | 0.07% | +16,206 | New |
| Cito Capital Group, LLC | 16,151 | $1.38M | 0.48% | 00.0% | Unchanged |
| Carson Advisory Inc. | 16,100 | $1.37M | 0.87% | −300−1.8% | Reduced |
| Stableford Capital II LLC | 14,163 | $1.36M | 0.51% | +6,430+83.2% | Added |
| Jmac Enterprises LLC | 15,900 | $1.35M | 0.29% | +100+0.6% | Added |
| Generation Capital Management LLC | 15,885 | $1.35M | 1.07% | −1,305−7.6% | Reduced |
| Boyar Asset Management Inc. | 15,872 | $1.35M | 0.88% | −2,481−13.5% | Reduced |
| Premier Path Wealth Partners, LLC | 15,866 | $1.35M | 0.19% | +1,381+9.5% | Added |
| Consilium Wealth Advisory, LLC | 15,839 | $1.35M | 0.57% | −9,260−36.9% | Reduced |
| Umb Bank N A | 15,788 | $1.34M | 0.02% | −5,264−25.0% | Reduced |
| Widmann Financial Services, Inc. | 15,771 | $1.34M | 0.94% | +153+1.0% | Added |
| GKV Capital Management Co., Inc. | 15,770 | $1.34M | 0.59% | −3,300−17.3% | Reduced |
| 3Chopt Investment Partners, LLC | 15,734 | $1.34M | 0.32% | +1,900+13.7% | Added |
| Larson Financial Group LLC | 15,712 | $1.34M | 0.05% | −516−3.2% | Reduced |
| Northeast Financial Consultants Inc | 15,626 | $1.33M | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 15,573 | $1.33M | 0.01% | −3,645−19.0% | Reduced |
| Checchi Capital Advisers, LLC | 15,458 | $1.32M | 0.09% | −742−4.6% | Reduced |
| Venturi Wealth Management, LLC | 15,403 | $1.31M | 0.06% | +2,655+20.8% | Added |
| Shelton Wealth Management, LLC | 15,388 | $1.31M | 0.66% | +1,134+8.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,356 | $1.31M | 0.04% | −611−3.8% | Reduced |
| CX Institutional | 15,331 | $1.30M | 0.05% | +1,651+12.1% | Added |
| Secured Retirement Advisors, LLC | 15,322 | $1.30M | 0.78% | −36−0.2% | Reduced |
| TCG Advisory Services, LLC | 15,287 | $1.30M | 0.05% | +3,238+26.9% | Added |
| Avestar Capital, LLC | 15,246 | $1.30M | 0.09% | +1,384+10.0% | Added |
| Ransom Advisory, Ltd | 15,214 | $1.30M | 0.61% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 15,165 | $1.29M | 0.33% | +9+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,158 | $1.29M | 0.04% | −34,112−69.2% | Reduced |