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 |
|---|---|---|---|---|---|
| Vicus Capital | 4,142 | $352.6K | 0.03% | −80−1.9% | Reduced |
| Capital Advisors Inc | 4,129 | $351.4K | 0.01% | +43+1.1% | Added |
| Bluesphere Advisors, LLC | 4,126 | $351.2K | 0.18% | +10.0% | Added |
| Navis Wealth Advisors, LLC | 4,100 | $349.0K | 0.29% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 4,074 | $346.8K | 0.14% | +4,074 | New |
| Mattson Financial Services, LLC | 4,067 | $346.2K | 0.09% | +4,067 | New |
| Tamar Securities, LLC | 4,044 | $344.2K | 0.04% | +80+2.0% | Added |
| Glen Eagle Advisors, LLC | 4,029 | $342.9K | 0.05% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 4,017 | $341.9K | 0.07% | −200−4.7% | Reduced |
| First Foundation Advisors | 4,008 | $341.2K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,997 | $340.2K | 0.11% | −6,767−62.9% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $340.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,976 | $338.5K | 0.02% | −384−8.8% | Reduced |
| Blue Barn Wealth, LLC | 3,968 | $337.8K | 0.16% | +235+6.3% | Added |
| Westover Capital Advisors, LLC | 3,962 | $337.2K | 0.07% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,958 | $336.9K | 0.07% | +596+17.7% | Added |
| Balboa Wealth Partners | 3,955 | $336.7K | 0.07% | +1,117+39.4% | Added |
| RDA Financial Network | 3,940 | $335.4K | 0.09% | +130+3.4% | Added |
| Ferguson Wellman Capital Management, Inc | 3,931 | $334.6K | 0.01% | +940+31.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,908 | $332.6K | 0.07% | +778+24.9% | Added |
| Brickwood Asset Management LLP | 5,345 | $332.0K | 0.24% | +5,345 | New |
| Embree Financial Group | 3,896 | $331.6K | 0.05% | +225+6.1% | Added |
| Albert D Mason Inc | 3,889 | $331.0K | 0.24% | +227+6.2% | Added |
| Regal Investment Advisors LLC | 3,886 | $330.8K | 0.02% | +113+3.0% | Added |
| Seven Mile Advisory | 3,868 | $329.2K | 0.20% | −99−2.5% | Reduced |
| Key Financial Inc | 3,868 | $329.2K | 0.07% | +52+1.4% | Added |
| Beaton Management Co. Inc. | 3,866 | $329.0K | 0.16% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,863 | $328.8K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 3,860 | $328.7K | 0.40% | −7,002−64.5% | Reduced |
| Whitener Capital Management, Inc. | 3,857 | $328.3K | 0.09% | +82+2.2% | Added |
| Addison Capital Co | 3,846 | $327.4K | 0.11% | +81+2.2% | Added |
| Teza Capital Management LLC | 3,829 | $325.9K | 0.24% | −8,080−67.8% | Reduced |
| Spartan Planning & Wealth Management | 3,815 | $324.7K | 0.28% | +3,815 | New |
| Accel Wealth Management | 3,815 | $324.7K | 0.11% | −177−4.4% | Reduced |
| NBC Securities, Inc. | 3,805 | $323.0K | 0.03% | +558+17.2% | Added |
| Asset Allocation Strategies LLC | 3,785 | $322.2K | 0.07% | +60+1.6% | Added |
| Lifestyle Asset Management, Inc. | 3,778 | $321.6K | 0.15% | +198+5.5% | Added |
| Orrstown Financial Services Inc | 3,740 | $318.3K | 0.07% | +3,740 | New |
| Aspen Investment Management Inc | 3,739 | $318.0K | 0.13% | −300−7.4% | Reduced |
| Winthrop Advisory Group LLC | 3,735 | $317.9K | 0.03% | −69−1.8% | Reduced |
| MBL Wealth, LLC | 3,719 | $316.6K | 0.03% | +238+6.8% | Added |
| MBB Public Markets I LLC | 3,714 | $316.1K | 0.04% | −844−18.5% | Reduced |
| Fortitude Family Office, LLC | 3,704 | $315.3K | 0.10% | +2,475+201.4% | Added |
| waypoint wealth counsel | 3,704 | $315.3K | 0.16% | +368+11.0% | Added |
| Pacific Center for Financial Services | 3,695 | $314.5K | 0.09% | 00.0% | Unchanged |
| JBGlobal.com LLC | 3,657 | $311.3K | 0.32% | −540−12.9% | Reduced |
| Allied Investment Advisors, LLC | 3,652 | $310.9K | 0.05% | +100+2.8% | Added |
| Pine Valley Investments Ltd Liability Co | 3,646 | $310.4K | 0.02% | −34−0.9% | Reduced |
| Lansing Street Advisors | 3,644 | $310.1K | 0.09% | −47−1.3% | Reduced |
| PSI Advisors, LLC | 3,639 | $309.8K | 0.15% | −1,141−23.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,638 | $309.7K | 0.35% | −4,986−57.8% | Reduced |
| United Community Bank | 3,638 | $309.7K | 0.11% | +31+0.9% | Added |
| Guardian Wealth Advisors, LLC | 3,638 | $309.6K | 0.02% | −1,053−22.4% | Reduced |
| Prentice Wealth Management LLC | 3,613 | $307.6K | 0.08% | −117−3.1% | Reduced |
| Sendero Wealth Management, LLC | 3,606 | $306.9K | 0.04% | +386+12.0% | Added |
| EPG Wealth Management LLC | 3,605 | $306.9K | 0.09% | −981−21.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,602 | $306.6K | 0.01% | +3,602 | New |
| Midwest Trust Co | 3,591 | $305.7K | 0.00% | +3,591 | New |
| BIP Wealth, LLC | 3,589 | $305.5K | 0.02% | +624+21.0% | Added |
| Shoker Investment Counsel, Inc. | 3,587 | $305.3K | 0.10% | +24+0.7% | Added |
| IFC Advisors LLC | 3,586 | $305.2K | 0.06% | −434−10.8% | Reduced |
| Legacy Edge Advisors, LLC | 3,557 | $302.8K | 0.04% | +450+14.5% | Added |
| Aspen Wealth Strategies, LLC | 3,556 | $302.7K | 0.18% | +330+10.2% | Added |
| Northwest Bancshares, Inc. | 3,554 | $302.5K | 0.05% | −590−14.2% | Reduced |
| Eads & Heald Wealth Management | 3,543 | $302.0K | 0.15% | −180−4.8% | Reduced |
| Allstate Corp | 3,546 | $301.8K | 0.02% | −71,513−95.3% | Reduced |
| Garrison Point Advisors, LLC | 3,516 | $299.3K | 0.14% | +10.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,505 | $298.3K | 0.11% | −200−5.4% | Reduced |
| Penn Mutual Asset Management, LLC | 3,500 | $297.9K | 0.53% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 3,500 | $297.9K | 0.05% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 3,477 | $296.0K | 0.04% | −8−0.2% | Reduced |
| Alerus Financial NA | 3,473 | $295.6K | 0.02% | −1,128−24.5% | Reduced |
| Orca Investment Management, LLC | 3,468 | $295.2K | 0.27% | −4−0.1% | Reduced |
| Grimes & Company, Inc. | 3,466 | $295.0K | 0.01% | +132+4.0% | Added |
| Amplius Wealth Advisors, LLC | 3,450 | $293.7K | 0.03% | +3,450 | New |
| Boltwood Capital Management | 3,445 | $293.2K | 0.08% | +3,445 | New |
| Novem Group | 3,424 | $291.4K | 0.04% | +3,424 | New |
| Austin Private Wealth, LLC | 3,401 | $289.5K | 0.02% | +299+9.6% | Added |
| MJP Associates Inc | 3,389 | $288.5K | 0.04% | +464+15.9% | Added |
| Madison Wealth Partners, Inc | 3,382 | $287.9K | 0.06% | +43+1.3% | Added |
| Werba Rubin Papier Wealth Management | 3,380 | $287.7K | 0.05% | +276+8.9% | Added |
| Longboard Asset Management, LP | 3,373 | $287.1K | 0.71% | +3,373 | New |
| Chicago Capital, LLC | 3,369 | $286.8K | 0.01% | +430+14.6% | Added |
| Symphony Financial, Ltd. Co. | 3,396 | $285.7K | 0.04% | +3,396 | New |
| Kickstand Ventures, LLC. | 3,351 | $285.2K | 0.07% | +3,351 | New |
| Yoffe Investment Management, LLC | 3,334 | $283.8K | 0.39% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,332 | $283.7K | 0.06% | +346+11.6% | Added |
| Brookwood Investment Group LLC | 3,322 | $282.8K | 0.05% | +105+3.3% | Added |
| Blackhawk Capital Partners LLC. | 3,321 | $282.7K | 0.13% | −78−2.3% | Reduced |
| Stokes Family Office, LLC | 3,319 | $282.5K | 0.03% | +8+0.2% | Added |
| Corundum Trust Company, INC | 3,315 | $282.2K | 0.75% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 3,312 | $281.9K | 0.19% | +6+0.2% | Added |
| Sterling Investment Counsel, LLC | 3,312 | $281.9K | 0.17% | −200−5.7% | Reduced |
| Capital Performance Advisors LLP | 3,307 | $281.5K | 0.06% | −2,398−42.0% | Reduced |
| Avantax Planning Partners, Inc. | 3,299 | $280.9K | 0.01% | −61−1.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 3,294 | $280.4K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,290 | $280.0K | 0.05% | +118+3.7% | Added |
| TCTC Holdings, LLC | 3,287 | $279.8K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,287 | $279.8K | 0.10% | +3,287 | New |
| Fearless Solutions, LLC dba Best Invest | 3,280 | $279.2K | 0.20% | 00.0% | Unchanged |