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 |
|---|---|---|---|---|---|
| R Squared Ltd | 8,382 | $713.5K | 0.39% | +5,032+150.2% | Added |
| Lecap Asset Management Ltd | 8,377 | $713.0K | 0.25% | +8,377 | New |
| Anchor Investment Management, LLC | 8,366 | $712.1K | 0.06% | +5,808+227.1% | Added |
| Intellectus Partners, LLC | 8,361 | $711.7K | 0.15% | −919−9.9% | Reduced |
| Flagship Harbor Advisors, LLC | 8,357 | $711.4K | 0.03% | +6+0.1% | Added |
| L2 Asset Management, LLC | 8,357 | $711.3K | 0.12% | +556+7.1% | Added |
| Adirondack Trust Co | 8,349 | $710.6K | 0.26% | −133−1.6% | Reduced |
| Good Life Advisors, LLC | 8,292 | $705.8K | 0.04% | +509+6.5% | Added |
| Audent Global Asset Management, LLC | 8,281 | $704.9K | 0.51% | +4,931+147.2% | Added |
| First National Bank | 8,275 | $704.4K | 0.40% | 00.0% | Unchanged |
| ASB Consultores, LLC | 8,261 | $703.2K | 0.47% | +934+12.7% | Added |
| MONECO Advisors, LLC | 8,204 | $698.4K | 0.06% | +1,391+20.4% | Added |
| Versant Capital Management, Inc | 8,204 | $698.3K | 0.11% | +2,719+49.6% | Added |
| Dumont & Blake Investment Advisors LLC | 8,172 | $695.6K | 0.18% | +74+0.9% | Added |
| Oak Hill Wealth Advisors, LLC | 8,129 | $695.6K | 0.14% | +500+6.6% | Added |
| First PREMIER Bank | 8,141 | $693.0K | 0.17% | 00.0% | Unchanged |
| Ofc Financial Planning, LLC | 8,136 | $692.5K | 0.74% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8,096 | $689.1K | 0.27% | +7,008+644.1% | Added |
| Campbell & CO Investment Adviser LLC | 8,071 | $687.0K | 0.04% | +8,071 | New |
| Asset Planning,Inc | 8,070 | $686.9K | 0.52% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 8,066 | $686.6K | 0.32% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 8,066 | $686.6K | 0.07% | +1,876+30.3% | Added |
| Affinity Investment Advisors, LLC | 8,004 | $681.3K | 0.52% | −12−0.1% | Reduced |
| KCM Investment Advisors LLC | 7,995 | $680.5K | 0.02% | +456+6.0% | Added |
| Shell Asset Management Co | 7,987 | $680.0K | 0.02% | +823+11.5% | Added |
| Tyche Wealth Partners LLC | 7,947 | $676.5K | 0.14% | +1,989+33.4% | Added |
| Bingham Private Wealth, LLC | 7,943 | $676.1K | 0.64% | +288+3.8% | Added |
| BSW Wealth Partners | 7,932 | $675.2K | 0.09% | +62+0.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,850 | $668.2K | 0.39% | +340+4.5% | Added |
| VisionPoint Advisory Group, LLC | 7,850 | $668.2K | 0.15% | +2,268+40.6% | Added |
| Bradley Foster & Sargent Inc | 7,842 | $667.5K | 0.01% | +2,668+51.6% | Added |
| Parsons Capital Management Inc | 7,842 | $667.5K | 0.04% | −15,025−65.7% | Reduced |
| First City Capital Management, Inc. | 7,815 | $665.2K | 0.38% | +250+3.3% | Added |
| Perritt Capital Management Inc | 7,802 | $664.2K | 0.34% | −395−4.8% | Reduced |
| US Asset Management LLC | 7,791 | $663.2K | 0.57% | −21−0.3% | Reduced |
| Arvest Bank Trust Division | 7,790 | $663.1K | 0.04% | +7,790 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,788 | $662.9K | 0.09% | +3,220+70.5% | Added |
| Investors Asset Management of Georgia Inc | 7,725 | $657.6K | 0.30% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,716 | $656.8K | 0.09% | +1,260+19.5% | Added |
| Kera Capital Partners, Inc. | 7,713 | $656.6K | 0.13% | +4,048+110.5% | Added |
| Sym Financial Corp | 7,710 | $656.3K | 0.07% | −531−6.4% | Reduced |
| Quotient Wealth Partners, LLC | 7,670 | $652.8K | 0.02% | +1,811+30.9% | Added |
| Hickory Point Bank & Trust | 7,658 | $651.8K | 0.53% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7,619 | $649.6K | 0.21% | +43+0.6% | Added |
| SeaBridge Investment Advisors LLC | 7,620 | $648.6K | 0.12% | −1,926−20.2% | Reduced |
| Jeppson Wealth Management, LLC | 7,599 | $646.8K | 0.22% | +1,362+21.8% | Added |
| Pines Wealth Management, LLC | 7,263 | $644.4K | 0.23% | +1,587+28.0% | Added |
| Delta Asset Management LLC | 7,548 | $642.4K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 7,520 | $640.1K | 0.41% | −528−6.6% | Reduced |
| Focus Financial Network, Inc. | 7,500 | $638.4K | 0.03% | −3,726−33.2% | Reduced |
| Acorn Financial Advisory Services Inc | 7,447 | $633.9K | 0.10% | −358−4.6% | Reduced |
| Colonial Trust Co | 7,378 | $628.0K | 0.09% | +493+7.2% | Added |
| WealthPlan Investment Management, LLC | 7,368 | $627.2K | 0.05% | +7,368 | New |
| Principal Street Partners, LLC | 7,367 | $627.1K | 0.06% | +2,526+52.2% | Added |
| Childress Capital Advisors, LLC | 7,366 | $627.0K | 0.16% | +489+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 7,354 | $626.0K | 0.17% | +150+2.1% | Added |
| Aprio Wealth Management, LLC | 7,334 | $624.3K | 0.07% | −77−1.0% | Reduced |
| CVA Family Office, LLC | 7,332 | $624.1K | 0.09% | +7+0.1% | Added |
| MCF Advisors LLC | 7,243 | $616.5K | 0.04% | +23+0.3% | Added |
| Landscape Capital Management, L.L.C. | 7,229 | $615.3K | 0.05% | +7,229 | New |
| CFO4Life Group, LLC | 7,225 | $615.0K | 0.10% | −508−6.6% | Reduced |
| Integrity Financial Corp | 7,203 | $613.1K | 0.31% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,201 | $613.0K | 0.17% | +591+8.9% | Added |
| Rehmann Capital Advisory Group | 7,198 | $612.8K | 0.04% | −332−4.4% | Reduced |
| Mather Group, LLC. | 7,186 | $611.6K | 0.01% | +968+15.6% | Added |
| Argentarii, LLC | 7,181 | $611.2K | 0.28% | −7,998−52.7% | Reduced |
| Chilton Capital Management LLC | 7,170 | $610.3K | 0.02% | −2,040−22.1% | Reduced |
| North Star Investment Management Corp. | 7,144 | $608.1K | 0.04% | +324+4.8% | Added |
| Wall Street Access Asset Management, LLC | 7,133 | $607.2K | 0.21% | +10.0% | Added |
| Elkhorn Partners Limited Partnership | 7,100 | $604.4K | 0.44% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 7,089 | $603.4K | 0.01% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 7,088 | $603.3K | 0.46% | −325−4.4% | Reduced |
| PDS Planning, Inc | 7,066 | $601.5K | 0.04% | +228+3.3% | Added |
| Simmons Bank | 7,062 | $601.1K | 0.04% | −584−7.6% | Reduced |
| Cowa, LLC | 7,019 | $597.5K | 0.23% | +144+2.1% | Added |
| TrueWealth Advisors, LLC | 7,007 | $596.5K | 0.18% | +520+8.0% | Added |
| MFA Wealth Services | 6,986 | $594.6K | 0.45% | +244+3.6% | Added |
| Modera Wealth Management, LLC | 6,943 | $591.0K | 0.01% | +11+0.2% | Added |
| Aviso Wealth Management | 6,921 | $589.1K | 0.28% | +1,027+17.4% | Added |
| Wealth Management Associates, Inc. | 6,904 | $587.6K | 0.23% | −48−0.7% | Reduced |
| Unified Investment Management | 6,896 | $587.0K | 0.63% | +174+2.6% | Added |
| Exencial Wealth Advisors, LLC | 6,895 | $586.9K | 0.02% | −150−2.1% | Reduced |
| North Star Asset Management Inc | 6,893 | $586.7K | 0.02% | +2,061+42.7% | Added |
| Next Level Private LLC | 6,863 | $584.2K | 0.19% | +9+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 6,840 | $582.2K | 0.13% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,832 | $581.5K | 0.19% | −175−2.5% | Reduced |
| Bulltick Wealth Management, LLC | 6,780 | $577.1K | 0.14% | +6,780 | New |
| BankPlus Trust Department | 6,776 | $576.8K | 0.17% | +5,881+657.1% | Added |
| Balanced Rock Investment Advisor | 6,766 | $575.9K | 0.45% | −103−1.5% | Reduced |
| Marino, Stram & Associates LLC | 6,756 | $575.1K | 0.12% | +138+2.1% | Added |
| TFR Capital, LLC. | 6,739 | $573.6K | 0.21% | −344−4.9% | Reduced |
| Two Sigma Securities, LLC | 6,718 | $571.8K | 0.07% | +6,718 | New |
| Capital Square, LLC | 6,592 | $571.7K | 0.30% | −880−11.8% | Reduced |
| Fiducient Advisors LLC | 6,701 | $570.4K | 0.07% | −281−4.0% | Reduced |
| Philip James Wealth Mangement, LLC | 6,678 | $568.4K | 0.07% | −3,456−34.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,654 | $566.4K | 0.05% | −5,522−45.4% | Reduced |
| TTP Investments, Inc. | 6,636 | $564.8K | 0.19% | +144+2.2% | Added |
| Shepherd Financial Partners LLC | 6,632 | $564.5K | 0.06% | −33−0.5% | Reduced |
| Stock Yards Bank & Trust Co | 6,618 | $563.3K | 0.02% | +348+5.6% | Added |
| Morningstar Investment Management LLC | 6,608 | $562.0K | 0.05% | +6,608 | New |