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 |
|---|---|---|---|---|---|
| Select Asset Management & Trust | 3,274 | $279.0K | 0.10% | −1,480−31.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,249 | $276.6K | 0.09% | −488−13.1% | Reduced |
| ABN AMRO Bank N.V. | 3,217 | $275.2K | 0.00% | −1,284−28.5% | Reduced |
| Vanguard Capital Wealth Advisors | 3,230 | $274.9K | 0.27% | +398+14.1% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $274.5K | 0.04% | +321+11.1% | Added |
| Patton Fund Management, Inc. | 3,218 | $273.9K | 0.06% | +3,218 | New |
| New Covenant Trust Company, N.A. | 3,246 | $273.9K | 0.24% | −42−1.3% | Reduced |
| Plancorp, LLC | 3,211 | $273.3K | 0.01% | +72+2.3% | Added |
| Guyasuta Investment Advisors Inc | 3,210 | $273.3K | 0.02% | +5+0.2% | Added |
| Aire Advisors, LLC | 3,206 | $272.9K | 0.05% | 00.0% | Unchanged |
| Second Line Capital, LLC | 3,201 | $272.5K | 0.06% | −347−9.8% | Reduced |
| Diversified Enterprises, LLC | 3,196 | $272.0K | 0.02% | −149−4.5% | Reduced |
| Annex Advisory Services, LLC | 3,168 | $269.7K | 0.01% | +3,168 | New |
| Requisite Capital Management, LLC | 3,143 | $267.5K | 0.06% | +107+3.5% | Added |
| Carnegie Capital Asset Management, LLC | 3,129 | $266.3K | 0.01% | +3,129 | New |
| All Terrain Financial Advisors, LLC | 3,128 | $266.3K | 0.10% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,126 | $266.1K | 0.08% | −6,585−67.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 3,121 | $265.7K | 0.17% | −3,990−56.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 3,120 | $265.6K | 0.08% | +135+4.5% | Added |
| Onyx Bridge Wealth Group LLC | 3,117 | $265.3K | 0.04% | +109+3.6% | Added |
| Symmetry Partners, LLC | 3,115 | $265.2K | 0.03% | +3,115 | New |
| Lantz Financial LLC | 3,114 | $265.1K | 0.07% | +222+7.7% | Added |
| First National Bank of Omaha | 3,107 | $264.5K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 3,100 | $263.9K | 0.13% | −1,330−30.0% | Reduced |
| Blalock Williams, LLC | 3,079 | $262.1K | 0.26% | +3,079 | New |
| Neville Rodie & Shaw Inc | 3,076 | $262.0K | 0.02% | −800−20.6% | Reduced |
| Yoder Wealth Management, Inc. | 3,077 | $261.9K | 0.14% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3,070 | $261.3K | 0.04% | −44−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,064 | $260.8K | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 3,050 | $259.6K | 0.17% | −40−1.3% | Reduced |
| VeraBank, N.A. | 3,046 | $259.3K | 0.05% | +3,046 | New |
| Hamilton Capital, LLC | 3,045 | $259.2K | 0.01% | +225+8.0% | Added |
| SevenBridge Financial Group, LLC | 2,706 | $259.1K | 0.05% | −1,837−40.4% | Reduced |
| D.B. Root & Company, LLC | 3,041 | $258.9K | 0.08% | +186+6.5% | Added |
| Fairscale Capital, LLC | 2,759 | $258.5K | 0.19% | +1,135+69.9% | Added |
| Rothschild Investment LLC | 3,034 | $258.3K | 0.02% | −236−7.2% | Reduced |
| Western Pacific Wealth Management, LP | 3,034 | $258.3K | 0.25% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2,783 | $258.1K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,023 | $257.3K | 0.04% | −440−12.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,005 | $255.8K | 0.01% | +3,005 | New |
| Security National Bank | 3,000 | $255.4K | 0.04% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 3,000 | $255.4K | 0.19% | +3,000 | New |
| Nemes Rush Group LLC | 2,994 | $254.9K | 0.03% | −378−11.2% | Reduced |
| TRUE Private Wealth Advisors | 2,964 | $252.3K | 0.03% | +6+0.2% | Added |
| Anchor Capital Advisors LLC | 2,945 | $250.7K | 0.01% | −855−22.5% | Reduced |
| Sunpointe, LLC | 2,944 | $250.6K | 0.10% | +2,944 | New |
| Wealth Quarterback LLC | 2,938 | $250.1K | 0.12% | +4+0.1% | Added |
| Caisse des Depots Et Consignations | 2,936 | $249.9K | 0.01% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,935 | $249.8K | 0.11% | +10.0% | Added |
| Camelot Portfolios, LLC | 2,925 | $248.9K | 0.15% | −17−0.6% | Reduced |
| Successful Portfolios LLC | 2,924 | $248.9K | 0.15% | −43−1.4% | Reduced |
| Raleigh Capital Management Inc. | 2,917 | $248.3K | 0.10% | −154−5.0% | Reduced |
| FSM Wealth Advisors, LLC | 2,826 | $247.6K | 0.04% | +2,826 | New |
| Traphagen Investment Advisors LLC | 2,908 | $247.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,906 | $247.4K | 0.01% | +614+26.8% | Added |
| RKL Wealth Management LLC | 2,906 | $247.4K | 0.02% | −56−1.9% | Reduced |
| Silvant Capital Management LLC | 2,906 | $247.4K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 2,892 | $246.1K | 0.00% | +40+1.4% | Added |
| Home Federal Bank of Tennessee | 2,889 | $245.9K | 0.07% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,881 | $245.3K | 0.07% | −10−0.3% | Reduced |
| McLean Asset Management Corp | 2,820 | $244.7K | 0.06% | +2,820 | New |
| StoneX Group Inc. | 2,860 | $243.4K | 0.01% | +2,860 | New |
| Norway Savings Bank | 2,850 | $242.6K | 0.12% | −230−7.5% | Reduced |
| Sax Wealth Advisors, LLC | 2,839 | $241.7K | 0.01% | +2,839 | New |
| Jackson Thornton Asset Management, LLC | 2,812 | $240.6K | 0.03% | +2,812 | New |
| GK Wealth Management LLC | 2,803 | $238.6K | 0.24% | −80−2.8% | Reduced |
| RW Investment Management LLC | 2,783 | $236.9K | 0.03% | +2,783 | New |
| Sonora Investment Management Group, LLC | 2,782 | $236.8K | 0.02% | −658−19.1% | Reduced |
| Trilogy Capital Inc. | 2,776 | $236.3K | 0.01% | +2,776 | New |
| Archford Capital Strategies, LLC | 2,775 | $236.2K | 0.03% | +2,775 | New |
| Westwood Holdings Group Inc. | 2,769 | $235.7K | 0.00% | −349−11.2% | Reduced |
| Y.D. More Investments Ltd | 2,785 | $235.6K | 0.02% | −1,046−27.3% | Reduced |
| Frisch Financial Group, Inc. | 2,757 | $235.0K | 0.06% | +2,757 | New |
| Carter Financial Group, INC. | 2,759 | $234.9K | 0.15% | +2,759 | New |
| Financial Advisory Service, Inc. | 2,758 | $234.8K | 0.02% | +2,758 | New |
| Harbor Investment Advisory, LLC | 2,742 | $233.4K | 0.02% | −185−6.3% | Reduced |
| First National Corp | 2,736 | $232.9K | 0.05% | −188−6.4% | Reduced |
| Oakworth Capital, Inc. | 2,729 | $232.3K | 0.01% | −78−2.8% | Reduced |
| Keystone Financial Group | 2,727 | $232.1K | 0.02% | −206−7.0% | Reduced |
| Duncker Streett & Co Inc | 2,719 | $231.4K | 0.04% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,703 | $230.1K | 0.02% | +2,703 | New |
| Signature Wealth Management Partners, LLC | 2,698 | $229.7K | 0.13% | −362−11.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,696 | $229.4K | 0.07% | +2,696 | New |
| Stonebrook Private Inc. | 2,690 | $229.0K | 0.05% | +2,690 | New |
| Arcataur Capital Management LLC | 2,683 | $228.4K | 0.07% | +2,683 | New |
| Mill Creek Capital Advisors, LLC | 2,681 | $228.2K | 0.01% | −270−9.1% | Reduced |
| Diligent Investors, LLC | 2,680 | $228.1K | 0.05% | +2,680 | New |
| Bell Bank | 2,671 | $227.4K | 0.01% | +2,671 | New |
| Trustco Bank Corp N Y | 2,667 | $227.0K | 0.22% | +2,667 | New |
| Cottage Street Advisors LLC | 2,652 | $225.7K | 0.12% | +2,652 | New |
| Blueshift Asset Management, LLC | 2,643 | $225.0K | 0.07% | −8,302−75.9% | Reduced |
| Advisor Resource Council | 2,627 | $223.6K | 0.11% | −33,765−92.8% | Reduced |
| Atala Financial Inc | 2,615 | $222.6K | 0.15% | 00.0% | Unchanged |
| W Advisors, LLC | 2,612 | $222.3K | 0.13% | +2,612 | New |
| Octavia Wealth Advisors, LLC | 2,610 | $222.2K | 0.03% | −337−11.4% | Reduced |
| Agf Management Ltd | 2,609 | $222.1K | 0.00% | −2,482−48.8% | Reduced |
| Addison Advisors LLC | 2,607 | $221.9K | 0.06% | +409+18.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,602 | $221.5K | 0.11% | +455+21.2% | Added |
| Searle & Co. | 2,589 | $220.4K | 0.06% | +2,589 | New |
| HM Payson & Co | 2,583 | $219.9K | 0.00% | 00.0% | Unchanged |