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 |
|---|---|---|---|---|---|
| Washington Capital Management Inc | 6,600 | $561.8K | 0.42% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6,598 | $561.6K | 0.32% | +3,450+109.6% | Added |
| FNY Investment Advisers, LLC | 6,584 | $560.0K | 0.24% | −6,226−48.6% | Reduced |
| Capital Investment Advisory Services, LLC | 6,567 | $559.0K | 0.05% | +475+7.8% | Added |
| Avidian Wealth Solutions, LLC | 6,541 | $556.8K | 0.02% | −865−11.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,505 | $554.0K | 0.07% | +552+9.3% | Added |
| Scientech Research LLC | 6,483 | $551.8K | 0.13% | +6,483 | New |
| GeoWealth Management, LLC | 6,437 | $547.9K | 0.02% | −1,870−22.5% | Reduced |
| Prossimo Advisors, LLC | 6,418 | $546.0K | 0.44% | −242−3.6% | Reduced |
| AlTi Global, Inc. | 6,394 | $545.3K | 0.01% | +518+8.8% | Added |
| Elmwood Wealth Management, Inc. | 6,400 | $544.8K | 0.22% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 6,385 | $543.5K | 0.05% | +103+1.6% | Added |
| Parcion Private Wealth LLC | 6,375 | $542.6K | 0.04% | −1,273−16.6% | Reduced |
| Heartland Bank & Trust Co | 6,370 | $542.2K | 0.25% | −188−2.9% | Reduced |
| Bokf, NA | 6,355 | $540.9K | 0.01% | +170+2.7% | Added |
| Certified Advisory Corp | 6,334 | $539.2K | 0.06% | +9+0.1% | Added |
| Continuum Advisory, LLC | 6,323 | $538.2K | 0.06% | +253+4.2% | Added |
| Flputnam Investment Management Co | 6,302 | $536.5K | 0.01% | +1,076+20.6% | Added |
| Intrinsic Value Partners, LLC | 6,275 | $534.1K | 0.48% | −631−9.1% | Reduced |
| Northern Financial Advisors Inc | 6,252 | $532.2K | 0.40% | +189+3.1% | Added |
| Altfest L J & Co Inc | 6,228 | $530.2K | 0.06% | +67+1.1% | Added |
| Beta Wealth Group, Inc. | 6,227 | $530.1K | 0.19% | −1,095−15.0% | Reduced |
| IFG Advisors, LLC | 6,198 | $527.6K | 0.09% | +485+8.5% | Added |
| FCG Investment Co | 6,171 | $525.3K | 0.27% | +6,171 | New |
| Insight Advisors, LLC | 6,170 | $525.1K | 0.08% | −500−7.5% | Reduced |
| Gries Financial LLC | 6,152 | $523.7K | 0.10% | −61−1.0% | Reduced |
| Sentry Investment Management LLC | 6,093 | $521.0K | 0.29% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,117 | $520.7K | 0.03% | +2,353+62.5% | Added |
| Magnus Financial Group LLC | 6,053 | $515.3K | 0.05% | +57+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 6,016 | $512.1K | 0.06% | +225+3.9% | Added |
| Monument Capital Management | 5,979 | $508.9K | 0.13% | +2,326+63.7% | Added |
| Joel Isaacson & Co., LLC | 5,947 | $506.2K | 0.02% | +426+7.7% | Added |
| Rakuten Securities, Inc. | 5,940 | $505.6K | 0.20% | −51−0.9% | Reduced |
| Cromwell Holdings LLC | 5,927 | $504.5K | 0.31% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 5,924 | $504.3K | 0.04% | +341+6.1% | Added |
| Cladis Investment Advisory, LLC | 5,911 | $503.1K | 0.32% | −100−1.7% | Reduced |
| Integrated Quantitative Investments LLC | 5,900 | $502.2K | 0.15% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,892 | $501.5K | 0.06% | −200−3.3% | Reduced |
| Atom Investors LP | 5,883 | $500.8K | 0.04% | +5,883 | New |
| Richwood Investment Advisors, LLC | 5,867 | $499.4K | 0.41% | +1,050+21.8% | Added |
| Marex Group plc | 5,866 | $499.3K | 0.01% | −9,947−62.9% | Reduced |
| VestGen Advisors, LLC | 5,857 | $498.5K | 0.02% | +1,830+45.4% | Added |
| Aurora Private Wealth, Inc. | 5,840 | $497.0K | 0.37% | +645+12.4% | Added |
| Cassaday & Co Wealth Management LLC | 5,829 | $496.2K | 0.01% | +393+7.2% | Added |
| Alexander Randolph Advisory, Inc. | 5,824 | $495.7K | 0.44% | −4,199−41.9% | Reduced |
| GTS Securities LLC | 5,822 | $495.6K | 0.02% | −2,669−31.4% | Reduced |
| Samalin Investment Counsel, LLC | 5,800 | $493.7K | 0.19% | +522+9.9% | Added |
| MSH Capital Advisors LLC | 5,795 | $493.3K | 0.14% | −20.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,773 | $491.4K | 0.05% | −293−4.8% | Reduced |
| Quent Capital, LLC | 5,757 | $490.1K | 0.05% | +222+4.0% | Added |
| Calton & Associates, Inc. | 5,749 | $489.3K | 0.08% | +309+5.7% | Added |
| Texas Bank & Trust Co | 5,748 | $489.3K | 0.19% | −910−13.7% | Reduced |
| NBT Bank N A | 5,740 | $488.6K | 0.03% | −200−3.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,737 | $488.3K | 0.23% | +20.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,739 | $488.0K | 0.01% | −225−3.8% | Reduced |
| CoreCap Advisors, LLC | 5,705 | $485.6K | 0.02% | +398+7.5% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,700 | $485.2K | 0.02% | +1,600+39.0% | Added |
| Palacios Wealth Management, LLC | 5,675 | $483.1K | 0.40% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,672 | $482.8K | 0.07% | +1,865+49.0% | Added |
| Rexford Capital Inc | 5,646 | $480.6K | 0.40% | +5,646 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,006 | $479.6K | 0.17% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,632 | $479.4K | 0.05% | +362+6.9% | Added |
| Silverlake Wealth Management LLC | 5,616 | $478.0K | 0.14% | +150+2.7% | Added |
| SJS Investment Consulting Inc. | 5,614 | $477.8K | 0.08% | +50+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 5,608 | $477.4K | 0.01% | −215−3.7% | Reduced |
| Stablepoint Partners, LLC | 5,600 | $476.7K | 0.08% | −1,000−15.2% | Reduced |
| May Hill Capital, LLC | 5,597 | $476.4K | 0.16% | +203+3.8% | Added |
| Perennial Investment Advisors, LLC | 5,587 | $475.6K | 0.05% | −109−1.9% | Reduced |
| Gables Capital Management Inc. | 5,575 | $474.5K | 0.22% | −100−1.8% | Reduced |
| Arvest Investments, Inc. | 5,564 | $473.6K | 0.07% | +5,564 | New |
| MUFG Securities EMEA plc | 5,530 | $470.7K | 0.02% | +5,530 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,504 | $468.5K | 0.06% | −26−0.5% | Reduced |
| Twin Focus Capital Partners, LLC | 5,500 | $468.2K | 0.07% | −8−0.1% | Reduced |
| Zullo Investment Group, Inc. | 5,498 | $468.1K | 0.19% | +189+3.6% | Added |
| Quadrant Private Wealth Management, LLC | 5,488 | $467.1K | 0.10% | −2,129−28.0% | Reduced |
| LexAurum Advisors, LLC | 5,453 | $464.1K | 0.07% | +279+5.4% | Added |
| Everpar Advisors LLC | 5,449 | $463.8K | 0.21% | +285+5.5% | Added |
| FourThought Financial Partners, LLC | 5,446 | $463.6K | 0.05% | −687−11.2% | Reduced |
| Bard Financial Services, Inc. | 5,445 | $463.5K | 0.06% | −750−12.1% | Reduced |
| Gilbert & Cook, Inc. | 5,441 | $463.1K | 0.06% | +79+1.5% | Added |
| Aviance Capital Partners, LLC | 5,405 | $460.1K | 0.06% | +1,772+48.8% | Added |
| Signal Advisors Wealth, LLC | 5,392 | $459.0K | 0.04% | +1,791+49.7% | Added |
| Wallace Advisory Group, LLC | 6,451 | $458.0K | 0.33% | −858−11.7% | Reduced |
| Twinbeech Capital LP | 5,344 | $454.9K | 0.01% | +5,344 | New |
| Pure Financial Advisors, Inc. | 5,329 | $453.6K | 0.01% | +5,329 | New |
| Kovack Advisors, Inc. | 5,327 | $453.4K | 0.04% | −1,522−22.2% | Reduced |
| Juncture Wealth Strategies, LLC | 5,324 | $453.2K | 0.16% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,257 | $447.5K | 0.06% | +59+1.1% | Added |
| Versor Investments LP | 5,256 | $447.4K | 0.08% | −18,244−77.6% | Reduced |
| Ariadne Wealth Management, LP | 4,686 | $446.3K | 0.21% | +690+17.3% | Added |
| First Nebraska Trust Co | 5,239 | $445.9K | 0.04% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,237 | $445.8K | 0.10% | −179−3.3% | Reduced |
| ELCO Management Co., LLC | 5,234 | $445.5K | 0.23% | +2,000+61.8% | Added |
| Old North State Trust, LLC | 5,223 | $445.0K | 0.30% | +429+8.9% | Added |
| FLC Capital Advisors | 5,226 | $444.8K | 0.09% | +2,247+75.4% | Added |
| Wellington Shields Capital Management, LLC | 5,218 | $444.1K | 0.08% | −98−1.8% | Reduced |
| Harbour Investments, Inc. | 5,206 | $443.2K | 0.01% | −646−11.0% | Reduced |
| OneAscent Financial Services LLC | 5,123 | $441.0K | 0.03% | −4,421−46.3% | Reduced |
| Trueblood Wealth Management, LLC | 5,161 | $439.3K | 0.18% | +34+0.7% | Added |
| Chemistry Wealth Management LLC | 5,156 | $438.9K | 0.09% | +505+10.9% | Added |