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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 2,573 | $219.0K | 0.06% | +2,573 | New |
| Ar Asset Management Inc | 2,576 | $219.0K | 0.05% | +2,576 | New |
| Genesis Private Wealth, LLC | 2,572 | $218.9K | 0.10% | +2,572 | New |
| Grove Bank & Trust | 2,567 | $218.5K | 0.03% | −412−13.8% | Reduced |
| LeConte Wealth Management, LLC | 2,557 | $217.6K | 0.15% | +2,557 | New |
| Valley Brook Capital Group | 2,550 | $217.1K | 0.16% | +2,550 | New |
| Olistico Wealth, LLC | 2,545 | $216.6K | 0.12% | +2,300+938.8% | Added |
| Caldwell Trust Co | 2,544 | $216.5K | 0.02% | −758−23.0% | Reduced |
| Keystone Financial Services | 2,543 | $216.5K | 0.07% | +2,543 | New |
| Allium Financial Advisors, LLC | 2,537 | $216.0K | 0.19% | +2,537 | New |
| Paulson Wealth Management Inc. | 2,532 | $215.5K | 0.06% | +2,532 | New |
| First Wilshire Securities Management Inc | 2,522 | $214.7K | 0.06% | +2,522 | New |
| IVC Wealth Advisors LLC | 2,521 | $214.6K | 0.10% | −433−14.7% | Reduced |
| Concentrum Wealth Management | 2,516 | $214.1K | 0.07% | +2,516 | New |
| FMB Wealth Management | 2,515 | $214.1K | 0.10% | +2,515 | New |
| Towercrest Capital Management | 2,514 | $214.0K | 0.04% | +2,514 | New |
| Goldstein Advisors, LLC | 2,513 | $213.9K | 0.03% | −2,040−44.8% | Reduced |
| Meridian Wealth Advisors, LLC | 2,512 | $213.8K | 0.03% | +2,512 | New |
| Copley Financial Group, Inc. | 2,507 | $213.4K | 0.16% | +2,507 | New |
| Ewa, LLC | 2,497 | $212.6K | 0.07% | +2,497 | New |
| Providence Wealth Advisors, LLC | 2,275 | $209.3K | 0.14% | +2,275 | New |
| BlackDiamond Wealth Management Inc. | 2,422 | $209.0K | 0.12% | +2,422 | New |
| Gordian Capital Singapore Pte Ltd | 2,450 | $208.5K | 0.32% | −21,000−89.6% | Reduced |
| Sage Investment Counsel LLC | 2,450 | $208.5K | 0.24% | +2,450 | New |
| MV Capital Management, Inc. | 2,446 | $208.2K | 0.02% | −5−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,443 | $207.9K | 0.11% | +2,443 | New |
| Pinnacle Bancorp, Inc. | 2,439 | $207.6K | 0.06% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 2,432 | $207.0K | 0.01% | +2,432 | New |
| Woodward Financial Advisors, Inc. | 2,429 | $206.8K | 0.09% | +2,429 | New |
| 180 Wealth Advisors, LLC | 2,425 | $206.4K | 0.03% | +2,425 | New |
| Waller Financial Planning Group, Inc | 2,420 | $206.0K | 0.05% | +2,420 | New |
| Eagle Harbor Asset Management Inc | 2,407 | $204.9K | 0.20% | +2,407 | New |
| Medallion Wealth Advisors, LLC | 2,355 | $203.2K | 0.08% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 2,200 | $203.2K | 0.29% | +2,200 | New |
| Sylvest Advisors, LLC | 2,385 | $203.0K | 0.12% | +2,385 | New |
| Circle Wealth Management, LLC | 2,379 | $202.5K | 0.00% | +2,379 | New |
| Covestor Ltd | 2,368 | $202.0K | 0.12% | +584+32.7% | Added |
| Fielder Capital Group LLC | 2,369 | $201.6K | 0.05% | +2,369 | New |
| BKD Wealth Advisors, LLC | 2,360 | $200.9K | 0.00% | +2,360 | New |
| NBW Capital LLC | 2,359 | $200.8K | 0.04% | +2,359 | New |
| Van Hulzen Asset Management, LLC | 2,352 | $200.2K | 0.02% | +2,352 | New |
| Atlantic Trust, LLC | 2,312 | $196.8K | 0.04% | +354+18.1% | Added |
| Richardson Financial Services Inc. | 2,270 | $195.8K | 0.13% | +130+6.1% | Added |
| Golden State Wealth Management, LLC | 2,286 | $194.6K | 0.02% | −563−19.8% | Reduced |
| Hills Bank & Trust Co | 2,245 | $191.1K | 0.01% | +737+48.9% | Added |
| Crews Bank & Trust | 2,206 | $187.8K | 0.03% | −207−8.6% | Reduced |
| True Wealth Design, LLC | 2,189 | $186.3K | 0.07% | +632+40.6% | Added |
| North Capital, Inc. | 2,149 | $182.9K | 0.16% | −2−0.1% | Reduced |
| Union Savings Bank | 1,928 | $180.7K | 0.08% | +453+30.7% | Added |
| Jag Capital Management, LLC | 2,120 | $180.5K | 0.02% | +525+32.9% | Added |
| City State Bank | 2,044 | $174.0K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $170.2K | 0.05% | 00.0% | Unchanged |
| Matrix Trust Co | 1,951 | $166.0K | 0.03% | −162−7.7% | Reduced |
| Quarry LP | 1,894 | $161.2K | 0.04% | +1,673+757.0% | Added |
| Binnacle Investments Inc | 1,847 | $157.2K | 0.10% | +113+6.5% | Added |
| Rossby Financial, LCC | 1,820 | $154.9K | 0.06% | −150−7.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,816 | $154.6K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,813 | $154.3K | 0.00% | −293−13.9% | Reduced |
| Headlands Technologies LLC | 1,799 | $153.1K | 0.02% | −10,060−84.8% | Reduced |
| Avion Wealth | 1,776 | $151.0K | 0.03% | +53+3.1% | Added |
| TSFG, LLC | 1,718 | $146.0K | 0.03% | +3+0.2% | Added |
| Elequin Capital LP | 1,690 | $143.9K | 0.02% | +1,690 | New |
| Register Financial Advisors LLC | 1,650 | $140.4K | 0.06% | +500+43.5% | Added |
| Johnson Financial Group, Inc. | 1,646 | $140.1K | 0.01% | −82−4.7% | Reduced |
| WFA of San Diego, LLC | 1,640 | $139.6K | 0.10% | +1,640 | New |
| Sittner & Nelson, LLC | 1,638 | $139.4K | 0.06% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,621 | $138.0K | 0.01% | +1,621 | New |
| Private Wealth Asset Management, LLC | 1,607 | $136.8K | 0.02% | −448−21.8% | Reduced |
| Vision Financial Markets LLC | 1,600 | $136.2K | 0.13% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,600 | $136.2K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,593 | $135.6K | 0.07% | −9−0.6% | Reduced |
| Iron Horse Wealth Management, LLC | 1,580 | $134.5K | 0.04% | +1,500+1,875.0% | Added |
| Hemington Wealth Management | 1,579 | $134.0K | 0.02% | +32+2.1% | Added |
| PFS Partners, LLC | 1,571 | $133.7K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,550 | $131.9K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $129.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $127.7K | 0.09% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,493 | $127.0K | 0.00% | +339+29.4% | Added |
| Sherman Asset Management, Inc. | 1,482 | $126.1K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,414 | $120.4K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,255 | $120.2K | 0.04% | +1,255 | New |
| Millstone Evans Group, LLC | 1,403 | $119.4K | 0.08% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $119.2K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,400 | $119.0K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,400 | $118.4K | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 1,390 | $118.3K | 0.00% | −195−12.3% | Reduced |
| Ogorek Anthony Joseph | 1,391 | $118.0K | 0.04% | −395−22.1% | Reduced |
| Main Street Group, LTD | 1,378 | $117.3K | 0.04% | −1,062−43.5% | Reduced |
| Monetary Management Group Inc | 1,375 | $117.0K | 0.03% | −250−15.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,358 | $116.0K | 0.01% | −5,074−78.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1,352 | $115.1K | 0.02% | +24+1.8% | Added |
| Horizon Bancorp Inc | 1,333 | $113.0K | 0.06% | +1,333 | New |
| First Command Advisory Services, Inc. | 1,321 | $112.4K | 0.00% | −400−23.2% | Reduced |
| Bell Investment Advisors, Inc | 1,318 | $112.2K | 0.02% | +98+8.0% | Added |
| Cascades Capital Asset Management, LLC | 1,305 | $111.1K | 0.06% | −150−10.3% | Reduced |
| St Germain D J Co Inc | 1,299 | $110.6K | 0.00% | −1,052−44.7% | Reduced |
| Clear Street Markets LLC | 1,257 | $107.0K | 0.04% | −6,443−83.7% | Reduced |
| REAP Financial Group, LLC | 1,256 | $106.9K | 0.03% | +77+6.5% | Added |
| DT Investment Partners, LLC | 1,251 | $106.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,250 | $106.4K | 0.01% | −35−2.7% | Reduced |