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
- 2,064
- +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
- 865 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 |
|---|---|---|---|---|---|
| Nilsine Partners, LLC | 5,116 | $435.5K | 0.04% | −117−2.2% | Reduced |
| Gateway Investment Advisers LLC | 5,111 | $435.0K | 0.00% | −358−6.5% | Reduced |
| Zions Bancorporation, National Association | 5,093 | $433.5K | 0.02% | −74−1.4% | Reduced |
| D'Orazio & Associates, Inc. | 5,078 | $432.3K | 0.06% | −1,002−16.5% | Reduced |
| Ronald Blue Trust, Inc. | 5,070 | $431.5K | 0.01% | +729+16.8% | Added |
| Chapin Davis, Inc. | 5,057 | $430.4K | 0.12% | 00.0% | Unchanged |
| SOL Capital Management CO | 5,030 | $428.0K | 0.04% | −100−1.9% | Reduced |
| Leigh Baldwin & Co., LLC | 5,026 | $427.9K | 0.28% | −497−9.0% | Reduced |
| Onefund, LLC | 5,013 | $427.0K | 0.31% | −42−0.8% | Reduced |
| Harbor Advisors LLC | 5,000 | $425.6K | 0.07% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,000 | $425.6K | 0.15% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,000 | $425.6K | 0.01% | +782+18.5% | Added |
| First Heartland Consultants, Inc. | 4,995 | $425.2K | 0.04% | +493+11.0% | Added |
| Avaii Wealth Management, LLC | 4,968 | $422.9K | 0.19% | +227+4.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,962 | $422.4K | 0.15% | +662+15.4% | Added |
| Ambassador Advisors, LLC | 4,945 | $420.9K | 0.07% | +5+0.1% | Added |
| Sightline Wealth Advisors, LLC | 4,937 | $420.2K | 0.20% | +31+0.6% | Added |
| Smith Thornton Advisors LLC | 4,928 | $419.5K | 0.24% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,924 | $419.1K | 0.01% | −1,250−20.2% | Reduced |
| Archer Investment Corp | 4,914 | $418.3K | 0.10% | −2,918−37.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,910 | $417.9K | 0.21% | +4,910 | New |
| Calamos Wealth Management LLC | 4,893 | $416.5K | 0.02% | +886+22.1% | Added |
| Tritonpoint Wealth, LLC | 4,885 | $415.8K | 0.04% | +492+11.2% | Added |
| Whalen Wealth Management Inc. | 4,883 | $415.6K | 0.26% | +4,883 | New |
| Waddell & Associates, LLC | 4,863 | $413.9K | 0.04% | +4,863 | New |
| BOS Asset Management, LLC | 4,858 | $413.5K | 0.13% | −15−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,855 | $413.3K | 0.07% | +1,673+52.6% | Added |
| Advisory Alpha, LLC | 4,852 | $413.1K | 0.01% | −173−3.4% | Reduced |
| Atlas Brown,Inc. | 4,849 | $412.7K | 0.13% | −73−1.5% | Reduced |
| Visionary Wealth Advisors | 4,847 | $412.5K | 0.02% | +1,451+42.7% | Added |
| Mission Wealth Management, LP | 4,844 | $412.4K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,831 | $411.2K | 0.03% | +568+13.3% | Added |
| Corecam Pte. Ltd. | 4,829 | $411.1K | 0.23% | −11−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,827 | $410.9K | 0.01% | −159−3.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,796 | $408.2K | 0.02% | +38+0.8% | Added |
| Associated Banc-Corp | 4,786 | $407.4K | 0.01% | +755+18.7% | Added |
| Beverly Hills Private Wealth, LLC | 4,782 | $407.0K | 0.08% | −212−4.2% | Reduced |
| William B. Walkup & Associates, Inc. | 4,774 | $406.4K | 0.24% | +489+11.4% | Added |
| Rosenberg Matthew Hamilton | 4,750 | $404.3K | 0.09% | +725+18.0% | Added |
| Patten Group, Inc. | 4,736 | $403.1K | 0.09% | +402+9.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,729 | $402.5K | 0.14% | −308−6.1% | Reduced |
| Kennedy Investment Group | 4,722 | $402.0K | 0.17% | +708+17.6% | Added |
| Total Clarity Wealth Management, Inc. | 4,705 | $400.5K | 0.11% | −4,026−46.1% | Reduced |
| Global Trust Asset Management, LLC | 4,700 | $400.1K | 0.21% | +2,125+82.5% | Added |
| Summit Global Investments | 4,697 | $400.0K | 0.02% | −8,360−64.0% | Reduced |
| E Fund Management Co., Ltd. | 4,696 | $399.7K | 0.02% | −167−3.4% | Reduced |
| Seamount Financial Group Inc | 4,680 | $398.4K | 0.20% | +4,680 | New |
| Birch Financial Group, LLC | 4,675 | $397.9K | 0.32% | +27+0.6% | Added |
| Claro Advisors LLC | 4,670 | $397.5K | 0.07% | −3,713−44.3% | Reduced |
| Essex Savings Bank | 4,643 | $395.2K | 0.09% | −1,885−28.9% | Reduced |
| Main Street Research LLC | 4,618 | $393.1K | 0.02% | −1,112−19.4% | Reduced |
| Tyler-Stone Wealth Management | 4,608 | $392.2K | 0.06% | +88+1.9% | Added |
| Alta Wealth Advisors LLC | 4,603 | $391.8K | 0.18% | −978−17.5% | Reduced |
| Coastal Investment Advisors, Inc. | 4,585 | $390.3K | 0.15% | −211−4.4% | Reduced |
| Becker Capital Management Inc | 4,575 | $389.4K | 0.01% | −987−17.7% | Reduced |
| Bay Capital Advisors, LLC | 4,558 | $388.0K | 0.30% | +3+0.1% | Added |
| Maven Securities LTD | 4,552 | $387.5K | 0.10% | −2,492−35.4% | Reduced |
| Keebeck Alpha, LP | 4,545 | $386.9K | 0.63% | +73+1.6% | Added |
| Founders Financial Alliance, LLC | 4,540 | $386.4K | 0.09% | −2,576−36.2% | Reduced |
| Angeles Wealth Management, LLC | 4,531 | $385.7K | 0.03% | −573−11.2% | Reduced |
| Bluefin Capital Management, LLC | 4,530 | $385.6K | 0.30% | −2,070−31.4% | Reduced |
| Pointe Capital Management LLC | 4,503 | $383.3K | 0.20% | −115−2.5% | Reduced |
| Tarbox Family Office, Inc. | 4,501 | $383.2K | 0.06% | +58+1.3% | Added |
| Gs Investments, Inc. | 4,499 | $383.0K | 0.17% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,499 | $383.0K | 0.00% | +857+23.5% | Added |
| Prelude Capital Management, LLC | 4,498 | $382.9K | 0.04% | −59,094−92.9% | Reduced |
| O'Rourke & Company, Inc | 4,496 | $382.7K | 0.18% | +6+0.1% | Added |
| Optas, LLC | 4,491 | $382.3K | 0.07% | −40−0.9% | Reduced |
| Strive Asset Management, LLC | 4,486 | $381.8K | 0.23% | −4,231−48.5% | Reduced |
| Greenfield Savings Bank | 4,475 | $380.9K | 0.17% | −578−11.4% | Reduced |
| Kentucky Trust Co | 4,419 | $376.1K | 0.22% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,403 | $374.8K | 0.02% | −86−1.9% | Reduced |
| Allen Capital Group, LLC | 4,387 | $373.4K | 0.04% | +984+28.9% | Added |
| Evercore Wealth Management, LLC | 4,378 | $372.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,374 | $372.3K | 0.02% | −536−10.9% | Reduced |
| Flynn Zito Capital Management, LLC | 4,371 | $372.0K | 0.16% | −437−9.1% | Reduced |
| Brass Tax Wealth Management, Inc | 4,368 | $371.8K | 0.07% | −40−0.9% | Reduced |
| Hudson Bay Capital Management LP | 4,365 | $371.5K | 0.00% | −1,375,743−99.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,356 | $370.8K | 0.08% | −62−1.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,339 | $369.3K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,015 | $369.0K | 0.17% | +319+8.6% | Added |
| X-Square Capital, LLC | 4,310 | $367.0K | 0.13% | +20.0% | Added |
| Financial Engines Advisors L.L.C. | 4,314 | $367.0K | 0.00% | +188+4.6% | Added |
| McAdam, LLC | 4,297 | $365.8K | 0.02% | −130−2.9% | Reduced |
| Pingora Partners LLC | 4,295 | $365.6K | 0.27% | −200−4.4% | Reduced |
| Advisor OS, LLC | 4,272 | $363.6K | 0.04% | +522+13.9% | Added |
| Voya Financial Advisors, Inc. | 4,308 | $363.5K | 0.04% | −96−2.2% | Reduced |
| Wealth Management Partners, LLC | 4,136 | $362.4K | 0.13% | +650+18.6% | Added |
| TBH Global Asset Management, LLC | 4,241 | $361.0K | 0.08% | −367−8.0% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $360.7K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 4,234 | $360.4K | 0.27% | −20−0.5% | Reduced |
| Root Financial Partners, LLC | 4,231 | $360.2K | 0.03% | +4,231 | New |
| Apexium Financial, LP | 4,229 | $360.0K | 0.02% | +193+4.8% | Added |
| BancorpSouth Bank | 4,210 | $358.4K | 0.02% | −9−0.2% | Reduced |
| Bahl & Gaynor Inc | 4,203 | $357.8K | 0.00% | +213+5.3% | Added |
| SCS Capital Management LLC | 4,202 | $357.7K | 0.00% | −7−0.2% | Reduced |
| GSB Wealth Management, LLC | 4,191 | $356.7K | 0.09% | +111+2.7% | Added |
| Steinberg Asset Management LLC | 4,175 | $355.4K | 0.26% | −4,607−52.5% | Reduced |
| Foster & Motley Inc | 4,162 | $354.0K | 0.02% | −110−2.6% | Reduced |
| Legacy Solutions, LLC | 4,158 | $353.9K | 0.34% | +414+11.1% | Added |