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 |
|---|---|---|---|---|---|
| Riverbend Wealth Management, LLC | 15,138 | $1.29M | 0.98% | +1,506+11.0% | Added |
| Absolute Gestao de Investimentos Ltda. | 15,000 | $1.28M | 0.42% | +15,000 | New |
| Qtron Investments LLC | 14,946 | $1.27M | 0.16% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 14,927 | $1.27M | 0.37% | +27+0.2% | Added |
| Cinctive Capital Management LP | 14,891 | $1.27M | 0.07% | +14,891 | New |
| Thoroughbred Financial Services, LLC | 14,896 | $1.27M | 0.09% | −8,039−35.1% | Reduced |
| Somerset Trust Co | 14,814 | $1.26M | 0.41% | −461−3.0% | Reduced |
| Birmingham Capital Management Co Inc | 14,800 | $1.26M | 0.56% | −4,765−24.4% | Reduced |
| FIL Ltd | 14,761 | $1.26M | 0.00% | +8,366+130.8% | Added |
| Excalibur Management Corp | 14,683 | $1.25M | 0.47% | −276−1.8% | Reduced |
| Lyell Wealth Management, LP | 14,667 | $1.25M | 0.10% | −28,100−65.7% | Reduced |
| Independence Bank of Kentucky | 14,639 | $1.25M | 0.18% | +421+3.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,597 | $1.24M | 0.12% | +1,231+9.2% | Added |
| NVWM, LLC | 14,571 | $1.24M | 0.30% | −41−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 14,390 | $1.22M | 0.19% | +14,390 | New |
| Paradigm Financial Partners, LLC | 14,367 | $1.22M | 0.13% | −289−2.0% | Reduced |
| Conning Inc. | 14,352 | $1.22M | 0.04% | −441−3.0% | Reduced |
| IFP Advisors, Inc | 14,337 | $1.22M | 0.03% | −3,656−20.3% | Reduced |
| Moors & Cabot, Inc. | 14,290 | $1.22M | 0.06% | −2,015−12.4% | Reduced |
| Compass Wealth Management LLC | 14,274 | $1.22M | 0.29% | −39,071−73.2% | Reduced |
| Philadelphia Trust Co | 14,270 | $1.22M | 0.09% | +2,763+24.0% | Added |
| Canandaigua National Bank & Trust Co | 14,260 | $1.21M | 0.11% | −223−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 12,190 | $1.21M | 0.06% | +5,558+83.8% | Added |
| Fullcircle Wealth LLC | 13,097 | $1.21M | 0.45% | +111+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $1.20M | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 14,094 | $1.20M | 0.33% | −3,429−19.6% | Reduced |
| Michels Family Financial, LLC | 13,992 | $1.19M | 1.02% | −485−3.4% | Reduced |
| MWA Asset Management | 13,968 | $1.19M | 0.73% | −887−6.0% | Reduced |
| Gibbs Wealth Management | 13,856 | $1.18M | 0.23% | +2,654+23.7% | Added |
| Sigma Planning Corp | 13,771 | $1.17M | 0.04% | −2,671−16.2% | Reduced |
| Private Trust Co NA | 13,662 | $1.16M | 0.11% | +2,209+19.3% | Added |
| First Commonwealth Financial Corp | 13,556 | $1.15M | 0.25% | +103+0.8% | Added |
| HBK Sorce Advisory LLC | 13,528 | $1.15M | 0.03% | −558−4.0% | Reduced |
| DKRT Investments Corp. | 13,500 | $1.15M | 0.28% | +13,500 | New |
| WCG Wealth Advisors LLC | 13,471 | $1.15M | 0.07% | +2,405+21.7% | Added |
| Power Wealth Management LLC | 13,467 | $1.15M | 0.44% | −660−4.7% | Reduced |
| Wealthspire Advisors, LLC | 13,421 | $1.14M | 0.01% | −1,086−7.5% | Reduced |
| Quinn Opportunity Partners LLC | 13,401 | $1.14M | 0.10% | +3,422+34.3% | Added |
| Churchill Management Corp | 13,392 | $1.14M | 0.01% | +13,392 | New |
| Whittier Trust Co of Nevada Inc | 13,252 | $1.13M | 0.03% | −75−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 13,210 | $1.12M | 0.16% | +213+1.6% | Added |
| Graypoint LLC | 13,169 | $1.12M | 0.06% | −282−2.1% | Reduced |
| Hobbs Group Advisors, LLC | 13,157 | $1.12M | 0.38% | +329+2.6% | Added |
| ArrowMark Colorado Holdings LLC | 13,030 | $1.11M | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 12,976 | $1.10M | 0.06% | +2,215+20.6% | Added |
| Johnson Investment Counsel Inc | 12,908 | $1.10M | 0.01% | −175−1.3% | Reduced |
| Neo Ivy Capital Management | 12,880 | $1.10M | 0.35% | +12,880 | New |
| Brown Brothers Harriman & Co | 12,873 | $1.10M | 0.01% | +2,905+29.1% | Added |
| Aaron Wealth Advisors | 12,872 | $1.10M | 0.11% | +1,269+10.9% | Added |
| Seelaus Asset Management LLC | 12,763 | $1.09M | 0.96% | +661+5.5% | Added |
| Manchester Capital Management LLC | 12,745 | $1.08M | 0.14% | −7−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 12,685 | $1.08M | 0.07% | −1,479−10.4% | Reduced |
| Arete Wealth Advisors, LLC | 12,649 | $1.08M | 0.08% | −1,011−7.4% | Reduced |
| Sage Mountain Advisors LLC | 12,591 | $1.07M | 0.07% | +2,032+19.2% | Added |
| Concord Wealth Partners | 12,545 | $1.07M | 0.16% | +344+2.8% | Added |
| Concord Asset Management, LLC | 12,545 | $1.07M | 0.16% | +316+2.6% | Added |
| Stonegate Investment Group, LLC | 12,528 | $1.07M | 0.03% | +170+1.4% | Added |
| J. Safra Sarasin Holding AG | 12,500 | $1.06M | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,500 | $1.06M | 0.06% | +5,598+81.1% | Added |
| Asset Dedication, LLC | 12,487 | $1.06M | 0.08% | +377+3.1% | Added |
| Benjamin Edwards Inc | 12,480 | $1.06M | 0.01% | +538+4.5% | Added |
| Savvy Advisors, Inc. | 12,431 | $1.06M | 0.07% | +3,134+33.7% | Added |
| Triangle Securities Wealth Management | 12,430 | $1.06M | 0.26% | +171+1.4% | Added |
| BKM Wealth Management, LLC | 12,404 | $1.06M | 0.41% | −232−1.8% | Reduced |
| Haverford Trust Co | 12,360 | $1.05M | 0.01% | −432−3.4% | Reduced |
| Kestra Investment Management, LLC | 13,245 | $1.05M | 0.02% | +7,567+133.3% | Added |
| LifePlan Financial, LLC | 12,302 | $1.05M | 0.87% | −1,569−11.3% | Reduced |
| Solitude Financial Services | 12,200 | $1.04M | 0.38% | −4,296−26.0% | Reduced |
| Magnetar Financial LLC | 12,100 | $1.03M | 0.00% | +12,100 | New |
| Diversify Wealth Management, LLC | 10,744 | $1.03M | 0.06% | −903−7.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12,022 | $1.02M | 0.35% | +181+1.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 12,091 | $1.02M | 0.01% | −1,123−8.5% | Reduced |
| EverSource Wealth Advisors, LLC | 12,005 | $1.02M | 0.05% | +3,218+36.6% | Added |
| Board of the Pension Protection Fund | 12,000 | $1.02M | 1.10% | +12,000 | New |
| Traub Capital Management LLC | 11,970 | $1.02M | 0.94% | +11,970 | New |
| First Citizens Bank & Trust Co | 11,963 | $1.02M | 0.02% | +5,774+93.3% | Added |
| Western Wealth Management, LLC | 11,952 | $1.02M | 0.06% | +1,512+14.5% | Added |
| Fidelis Capital Partners, LLC | 11,027 | $1.02M | 0.09% | +2,239+25.5% | Added |
| Schnieders Capital Management LLC | 11,944 | $1.02M | 0.18% | −3,012−20.1% | Reduced |
| Navellier & Associates Inc | 11,898 | $1.01M | 0.13% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,897 | $1.01M | 0.02% | +1,045+9.6% | Added |
| Daymark Wealth Partners, LLC | 11,832 | $1.01M | 0.04% | +1,054+9.8% | Added |
| Personal Cfo Solutions, LLC | 11,816 | $1.01M | 0.19% | +704+6.3% | Added |
| Journey Strategic Wealth LLC | 11,801 | $1.00M | 0.03% | +4,364+58.7% | Added |
| Sowell Financial Services LLC | 11,740 | $999.3K | 0.04% | −1,580−11.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11,733 | $998.7K | 0.12% | +1,572+15.5% | Added |
| RMR Wealth Builders | 11,690 | $995.1K | 0.09% | +485+4.3% | Added |
| Fulton Bank, N.A. | 11,687 | $994.8K | 0.04% | +189+1.6% | Added |
| SeaCrest Wealth Management, LLC | 11,686 | $994.7K | 0.11% | −874−7.0% | Reduced |
| Twelve Points Wealth Management LLC | 11,663 | $992.7K | 0.27% | −312−2.6% | Reduced |
| EJF Capital LLC | 11,662 | $992.7K | 0.79% | −15,672−57.3% | Reduced |
| Waterloo Capital, L.P. | 11,536 | $982.0K | 0.08% | +7,288+171.6% | Added |
| Cim Investment Mangement Inc | 12,614 | $980.6K | 0.19% | +6,296+99.7% | Added |
| Colonial River Wealth Management, LLC | 11,232 | $978.1K | 0.42% | +1,774+18.8% | Added |
| Moss Adams Wealth Advisors LLC | 11,464 | $975.8K | 0.09% | −649−5.4% | Reduced |
| Washington Trust Bank | 11,457 | $975.2K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 10,175 | $972.2K | 0.04% | +604+6.3% | Added |
| United Bank | 11,415 | $971.6K | 0.37% | +11,415 | New |
| Harmony Asset Management LLC | 11,407 | $970.9K | 0.36% | −50.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,280 | $960.0K | 0.13% | −2,838−20.1% | Reduced |