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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 1,243 | $105.8K | 0.04% | +120+10.7% | Added |
| Ofi Invest Asset Management | 1,450 | $105.1K | 0.00% | +1,450 | New |
| Murphy & Mullick Capital Management Corp | 1,154 | $103.9K | 0.08% | +22+1.9% | Added |
| Meeder Asset Management Inc | 1,219 | $103.8K | 0.01% | +174+16.7% | Added |
| NewSquare Capital LLC | 1,154 | $98.2K | 0.01% | +341+41.9% | Added |
| Armstrong Advisory Group, Inc | 1,120 | $95.4K | 0.01% | −196−14.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,108 | $94.3K | 0.04% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 1,100 | $93.6K | 0.26% | +1,100 | New |
| Boreal Capital Management LLC | 1,095 | $93.2K | 0.08% | +1,095 | New |
| Aventura Private Wealth, LLC | 1,092 | $93.0K | 0.04% | +215+24.5% | Added |
| BTG Pactual Asset Management US LLC | 1,060 | $90.2K | 0.01% | −2,897−73.2% | Reduced |
| Trust Co of Vermont | 1,046 | $89.0K | 0.00% | −150−12.5% | Reduced |
| Vega Investment Solutions | 1,043 | $88.8K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,019 | $86.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,000 | $85.1K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,000 | $85.1K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $85.1K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $85.0K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 991 | $84.4K | 0.06% | −42−4.1% | Reduced |
| Pacifica Partners Inc. | 998 | $84.2K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 983 | $83.7K | 0.00% | −674−40.7% | Reduced |
| Bollard Group LLC | 954 | $81.0K | 0.00% | +71+8.0% | Added |
| ORG Wealth Partners, LLC | 934 | $80.6K | 0.02% | +833+824.8% | Added |
| Hager Investment Management Services, LLC | 941 | $80.1K | 0.05% | +807+602.2% | Added |
| Osterweis Capital Management Inc | 935 | $79.6K | 0.00% | +905+3,016.7% | Added |
| Activest Wealth Management | 918 | $78.1K | 0.02% | −322−26.0% | Reduced |
| Kozak & Associates, Inc. | 905 | $77.6K | 0.02% | +7+0.8% | Added |
| Hoey Investments, Inc | 904 | $76.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 900 | $76.6K | 0.03% | −40−4.3% | Reduced |
| Gitterman Wealth Management, LLC | 850 | $72.4K | 0.02% | −2,019−70.4% | Reduced |
| Gen-Wealth Partners Inc | 827 | $70.4K | 0.03% | +334+67.7% | Added |
| Hilltop National Bank | 804 | $68.4K | 0.02% | +804 | New |
| Vermillion Wealth Management, Inc. | 800 | $68.1K | 0.03% | −1,000−55.6% | Reduced |
| Central Pacific Bank - Trust Division | 800 | $68.1K | 0.01% | −200−20.0% | Reduced |
| Ramsey Quantitative Systems | 800 | $68.1K | 0.07% | +800 | New |
| GPS Wealth Strategies Group, LLC | 785 | $66.8K | 0.01% | −264−25.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 753 | $64.1K | 0.01% | −289−27.7% | Reduced |
| Hara Capital LLC | 750 | $63.8K | 0.04% | +750 | New |
| WPG Advisers, LLC | 746 | $63.5K | 0.05% | +214+40.2% | Added |
| Front Row Advisors LLC | 735 | $62.6K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 732 | $62.3K | 0.06% | −1−0.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 731 | $62.2K | 0.00% | −704−49.1% | Reduced |
| Hartford Financial Management Inc. | 721 | $61.4K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 711 | $60.5K | 0.00% | +98+16.0% | Added |
| Sierra Ocean, LLC | 706 | $60.1K | 0.04% | +144+25.6% | Added |
| Toth Financial Advisory Corp | 703 | $59.8K | 0.01% | +1+0.1% | Added |
| Financial Network Wealth Advisors LLC | 690 | $58.7K | 0.07% | 00.0% | Unchanged |
| Sachetta, LLC | 685 | $58.3K | 0.02% | −30−4.2% | Reduced |
| Salomon & Ludwin, LLC | 671 | $58.2K | 0.01% | +360+115.8% | Added |
| Smithfield Trust Co | 677 | $58.0K | 0.00% | −120−15.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 680 | $57.9K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 679 | $57.8K | 0.02% | +350+106.4% | Added |
| Beacon Capital Management, LLC | 656 | $55.8K | 0.01% | −31−4.5% | Reduced |
| Banque Transatlantique SA | 652 | $55.5K | 0.00% | +652 | New |
| City Holding Co | 642 | $54.6K | 0.01% | +38+6.3% | Added |
| First Community Trust NA | 625 | $53.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 574 | $52.5K | 0.01% | −3−0.5% | Reduced |
| N.E.W. Advisory Services LLC | 611 | $52.0K | 0.01% | −88−12.6% | Reduced |
| McIlrath & Eck, LLC | 604 | $51.4K | 0.01% | −100−14.2% | Reduced |
| CNB Bank | 602 | $51.2K | 0.02% | −10−1.6% | Reduced |
| Berbice Capital Management LLC | 600 | $51.1K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 600 | $51.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 597 | $50.8K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $50.6K | 0.01% | −11−1.8% | Reduced |
| University of Illinois Foundation | 593 | $50.5K | 0.02% | +593 | New |
| Private Wealth Management Group, LLC | 571 | $48.6K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 562 | $47.8K | 0.03% | +500+806.5% | Added |
| Capital Advisors, Ltd. LLC | 549 | $47.0K | 0.01% | +163+42.2% | Added |
| GHP Investment Advisors, Inc. | 549 | $46.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 546 | $46.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 545 | $46.4K | 0.01% | +96+21.4% | Added |
| Princeton Global Asset Management LLC | 540 | $46.0K | 0.01% | +353+188.8% | Added |
| ORG Partners LLC | 528 | $45.2K | 0.01% | −519−49.6% | Reduced |
| Fairway Wealth LLC | 528 | $44.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 523 | $44.5K | 0.01% | −2−0.4% | Reduced |
| Park Place Capital Corp | 510 | $44.0K | 0.01% | −66−11.5% | Reduced |
| First Financial Corp | 513 | $43.7K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 510 | $43.4K | 0.01% | +510 | New |
| Oliver Lagore Vanvalin Investment Group | 607 | $43.1K | 0.02% | +607 | New |
| Webster Bank, N. A. | 500 | $42.6K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 500 | $42.6K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $42.6K | 0.02% | +500 | New |
| West Branch Capital LLC | 492 | $41.9K | 0.01% | −59−10.7% | Reduced |
| Battery Global Advisors, LLC | 468 | $39.8K | 0.02% | +2+0.4% | Added |
| Legacy Wealth Managment, LLC | 449 | $38.2K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 449 | $38.2K | 0.02% | +449 | New |
| Robinswood Financial LLC | 438 | $37.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 435 | $37.0K | 0.05% | −798−64.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 438 | $37.0K | 0.02% | −75−14.6% | Reduced |
| Coston, McIsaac & Partners | 444 | $37.0K | 0.01% | −22−4.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 414 | $35.2K | 0.01% | +253+157.1% | Added |
| Accent Capital Management, LLC | 412 | $35.1K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 405 | $34.5K | 0.01% | −184−31.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 405 | $34.5K | 0.01% | −499−55.2% | Reduced |
| Howard Hughes Medical Institute | 405 | $34.5K | 0.01% | +405 | New |
| Creative Capital Management Investments LLC | 401 | $34.1K | 0.01% | +73+22.3% | Added |
| TruNorth Capital Management, LLC | 400 | $34.0K | 0.01% | −181−31.2% | Reduced |
| MorganRosel Wealth Management, LLC | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $34.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 381 | $32.4K | 0.02% | +1+0.3% | Added |