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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 11,251 | $957.7K | 0.36% | −601−5.1% | Reduced |
| Advus Financial Partners, LLC | 11,225 | $955.5K | 0.24% | +3,199+39.9% | Added |
| Independent Financial Group, LLC | 11,107 | $945.5K | 0.03% | −1,735−13.5% | Reduced |
| Gallacher Capital Management LLC | 11,077 | $942.9K | 0.44% | +2,947+36.2% | Added |
| Bridges Investment Management Inc | 11,012 | $937.3K | 0.01% | +2,372+27.5% | Added |
| New England Asset Management Inc | 11,010 | $937.2K | 0.15% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 11,000 | $936.3K | 1.32% | −3,000−21.4% | Reduced |
| V-Square Quantitative Management LLC | 10,915 | $929.1K | 0.12% | +768+7.6% | Added |
| GM Advisory Group, Inc. | 10,829 | $921.8K | 0.05% | +10,829 | New |
| Kingswood Wealth Advisors, LLC | 10,813 | $920.4K | 0.07% | −534−4.7% | Reduced |
| Crestwood Advisors Group LLC | 10,780 | $917.6K | 0.02% | −38−0.4% | Reduced |
| Carnegie Lake Advisors LLC | 10,778 | $917.0K | 0.36% | −395−3.5% | Reduced |
| Leo Wealth, LLC | 10,771 | $916.9K | 0.07% | +3,041+39.3% | Added |
| Gleason Group, Inc. | 10,759 | $915.8K | 0.10% | +81+0.8% | Added |
| Verdence Capital Advisors LLC | 10,752 | $915.2K | 0.06% | +285+2.7% | Added |
| Alpha Cubed Investments, LLC | 10,732 | $913.5K | 0.03% | +581+5.7% | Added |
| Cornerstone Wealth Management, LLC | 10,696 | $910.4K | 0.06% | +652+6.5% | Added |
| KMG Fiduciary Partners, LLC | 10,677 | $908.9K | 0.07% | −1,871−14.9% | Reduced |
| GFG Capital, LLC | 10,676 | $908.7K | 0.27% | −10,877−50.5% | Reduced |
| Future Fund LLC | 10,668 | $908.1K | 0.41% | +988+10.2% | Added |
| My Legacy Advisors, LLC | 10,416 | $907.0K | 0.32% | +460+4.6% | Added |
| Quadcap Wealth Management, LLC | 10,652 | $906.7K | 0.12% | +39+0.4% | Added |
| Csenge Advisory Group | 12,014 | $904.9K | 0.05% | +805+7.2% | Added |
| Guardian Investment Management | 10,625 | $904.4K | 0.94% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10,572 | $900.9K | 0.17% | +283+2.8% | Added |
| Quest Partners LLC | 10,562 | $899.0K | 0.09% | +10,363+5,207.5% | Added |
| Herold Advisors, Inc. | 10,561 | $899.0K | 0.19% | +325+3.2% | Added |
| Hollencrest Capital Management | 10,513 | $894.9K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,478 | $891.9K | 0.11% | −20−0.2% | Reduced |
| Goldstone Financial Group, LLC | 9,956 | $883.3K | 0.12% | +1,063+12.0% | Added |
| Retirement Planning Co of New England, Inc. | 10,344 | $880.5K | 0.39% | +55+0.5% | Added |
| Royal Fund Management, LLC | 10,254 | $872.8K | 0.09% | −8,424−45.1% | Reduced |
| Sherbrooke Park Advisers LLC | 10,215 | $869.5K | 0.38% | +10,215 | New |
| Thrive Wealth Management, LLC | 10,206 | $868.8K | 0.14% | +1,046+11.4% | Added |
| Mayflower Financial Advisors, LLC | 10,170 | $865.7K | 0.12% | +258+2.6% | Added |
| Severin Investments, LLC | 10,156 | $864.5K | 0.81% | +1,820+21.8% | Added |
| Davis Investment Partners, LLC | 9,963 | $859.5K | 0.31% | −159−1.6% | Reduced |
| Stephenson National Bank & Trust | 10,027 | $853.5K | 0.28% | +9+0.1% | Added |
| Bridgewater Advisors Inc. | 9,025 | $852.7K | 0.06% | +2,045+29.3% | Added |
| Rossmore Private Capital | 10,017 | $852.6K | 0.10% | −1,502−13.0% | Reduced |
| TT Capital Management LLC | 10,002 | $851.5K | 0.69% | −1,442−12.6% | Reduced |
| Par Capital Management Inc | 10,000 | $851.2K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 9,986 | $850.0K | 0.05% | +20.0% | Added |
| Field & Main Bank | 9,943 | $846.3K | 0.28% | +315+3.3% | Added |
| West Family Investments, Inc. | 9,941 | $846.2K | 0.22% | +2,931+41.8% | Added |
| Jamison Private Wealth Management, Inc. | 9,921 | $844.5K | 0.12% | −731−6.9% | Reduced |
| Choate Investment Advisors | 9,882 | $841.2K | 0.02% | +1,896+23.7% | Added |
| Grandview Asset Management LLC | 9,820 | $836.0K | 0.27% | +28+0.3% | Added |
| Sivia Capital Partners, LLC | 9,805 | $834.6K | 0.28% | +1,669+20.5% | Added |
| David Loasby | 9,043 | $830.4K | 0.07% | +4,720+109.2% | Added |
| Brian Low Financial Group, LLC | 9,754 | $830.3K | 0.78% | +9,754 | New |
| First National Bank of Mount Dora, Trust Investment Services | 9,754 | $830.3K | 0.19% | −368−3.6% | Reduced |
| AdvisorNet Financial, Inc | 9,746 | $829.5K | 0.05% | +73+0.8% | Added |
| Dynamic Advisor Solutions LLC | 9,703 | $825.9K | 0.03% | +4,293+79.4% | Added |
| Edmp, Inc. | 9,698 | $825.5K | 0.70% | +329+3.5% | Added |
| Marco Investment Management LLC | 9,655 | $821.8K | 0.07% | +76+0.8% | Added |
| Parkside Financial Bank & Trust | 9,633 | $820.0K | 0.09% | +216+2.3% | Added |
| Moneta Group Investment Advisors LLC | 9,590 | $816.3K | 0.01% | −328−3.3% | Reduced |
| Cabot Wealth Management Inc | 9,558 | $813.6K | 0.10% | +73+0.8% | Added |
| Wealth Alliance | 9,508 | $809.3K | 0.09% | −38−0.4% | Reduced |
| Black Swift Group, LLC | 9,500 | $808.6K | 0.16% | −181−1.9% | Reduced |
| Alta Advisers Ltd | 9,364 | $797.1K | 0.28% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,323 | $793.6K | 0.11% | +1,255+15.6% | Added |
| Investors Research Corp | 9,311 | $792.6K | 0.16% | 00.0% | Unchanged |
| Humankind Investments LLC | 9,299 | $791.5K | 0.19% | +1,263+15.7% | Added |
| Simplicity Wealth,LLC | 9,260 | $788.3K | 0.03% | +6,021+185.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,212 | $784.1K | 0.14% | +9,212 | New |
| Sheets Smith Wealth Management | 9,200 | $783.1K | 0.09% | +9,200 | New |
| Umpqua Bank | 9,135 | $781.7K | 0.24% | −2,118−18.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,173 | $780.8K | 0.40% | −315−3.3% | Reduced |
| Nwam LLC | 8,461 | $780.5K | 0.05% | +783+10.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,101 | $774.7K | 0.01% | +2,415+36.1% | Added |
| Centaurus Financial, Inc. | 9,032 | $769.0K | 0.04% | −276−3.0% | Reduced |
| Brave Asset Management Inc | 9,024 | $768.1K | 0.21% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 9,104 | $768.0K | 0.11% | −91−1.0% | Reduced |
| Syverson Strege & Co | 9,007 | $766.7K | 0.18% | +9,007 | New |
| Coastal Bridge Advisors, LLC | 9,006 | $766.6K | 0.06% | +9,006 | New |
| Keel Point, LLC | 9,002 | $766.3K | 0.05% | +431+5.0% | Added |
| WSFS Capital Management, LLC | 8,953 | $762.0K | 0.04% | +396+4.6% | Added |
| Trust Point Inc. | 8,923 | $759.5K | 0.07% | −1,087−10.9% | Reduced |
| Alteri Wealth LLC | 8,883 | $756.1K | 0.29% | +725+8.9% | Added |
| Transce3nd, LLC | 8,848 | $754.0K | 0.32% | +513+6.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,857 | $753.9K | 0.14% | +250+2.9% | Added |
| Total Wealth Planning & Management, Inc. | 4,900 | $752.7K | 0.66% | −2,664−35.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,774 | $746.8K | 0.09% | +570+6.9% | Added |
| Watts Gwilliam & Co., LLC | 7,260 | $743.5K | 0.12% | +247+3.5% | Added |
| Coastwise Capital Group, LLC | 8,732 | $743.3K | 0.59% | −40.0% | Reduced |
| LRI Investments, LLC | 8,660 | $737.2K | 0.06% | +6+0.1% | Added |
| Powell Investment Advisors, LLC | 8,628 | $734.4K | 0.28% | +8,628 | New |
| Bank Hapoalim BM | 8,624 | $734.0K | 0.10% | −401−4.4% | Reduced |
| 626 Financial, LLC | 8,616 | $733.4K | 0.34% | +10.0% | Added |
| Massmutual Trust Co FSB | 8,577 | $730.1K | 0.02% | −429−4.8% | Reduced |
| Syon Capital LLC | 8,521 | $725.3K | 0.05% | −1,922−18.4% | Reduced |
| Dearborn Partners LLC | 8,516 | $724.9K | 0.03% | +16+0.2% | Added |
| Cohen Investment Advisors LLC | 8,499 | $723.4K | 0.38% | −503−5.6% | Reduced |
| Mount Vernon Associates Inc | 8,470 | $721.0K | 0.52% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 8,458 | $719.9K | 0.06% | +1,922+29.4% | Added |
| Sargent Investment Group, LLC | 7,792 | $718.7K | 0.10% | −174−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,427 | $717.3K | 0.05% | +856+11.3% | Added |
| Evoke Wealth, LLC | 8,426 | $717.2K | 0.02% | +4,098+94.7% | Added |