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 | 2,474 | $150.5B |
| Q4 2025 | 2,459 | $161.6B |
| Q3 2025 | 2,215 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,025 | $101.9B |
| Q4 2024 | 1,996 | $100.1B |
| Q3 2024 | 1,791 | $87.9B |
| Q2 2024 | 1,787 | $88.5B |
| Q1 2024 | 1,777 | $87.6B |
| Q4 2023 | 1,672 | $71.0B |
| Q3 2023 | 1,519 | $56.0B |
| Q2 2023 | 1,608 | $63.7B |
| Q1 2023 | 1,575 | $65.6B |
| Q4 2022 | 1,604 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,658 | $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 |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 97 | $8.27K | 0.01% | +27+38.6% | Added |
| Tradewinds Capital Management, LLC | 96 | $8.17K | 0.00% | +1+1.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 95 | $8.09K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 93 | $7.92K | 0.00% | +63+210.0% | Added |
| Alpine Bank Wealth Management | 86 | $7.32K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 82 | $6.98K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 80 | $6.81K | 0.01% | −15−15.8% | Reduced |
| Curat Global, LLC | 77 | $6.55K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 69 | $5.87K | 0.00% | −20−22.5% | Reduced |
| Quaker Wealth Management, LLC | 67 | $5.70K | 0.00% | +67 | New |
| Carolina Wealth Advisors, LLC | 67 | $5.70K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 67 | $5.70K | 0.00% | +67 | New |
| Principia Wealth Advisory, LLC | 66 | $5.62K | 0.00% | +37+127.6% | Added |
| Semmax Financial Advisors Inc. | 57 | $5.30K | 0.00% | +1+1.8% | Added |
| Bay Harbor Wealth Management, LLC | 62 | $5.28K | 0.00% | +42+210.0% | Added |
| Legend Financial Advisors, Inc. | 61 | $5.19K | 0.00% | +61 | New |
| Livelsberger Financial Advisory | 59 | $5.02K | 0.10% | +59 | New |
| MPWM Advisory Solutions, LLC | 57 | $4.85K | 0.00% | −84−59.6% | Reduced |
| Hopwood Financial Services, Inc. | 56 | $4.75K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 54 | $4.60K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 54 | $4.60K | 0.00% | +18+50.0% | Added |
| BOK Financial Private Wealth, Inc. | 50 | $4.26K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $4.26K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 49 | $4.17K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 49 | $4.16K | 0.00% | +49 | New |
| FSA Wealth Management LLC | 47 | $3.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $3.75K | 0.00% | +21+91.3% | Added |
| Reyes Financial Architecture, Inc. | 44 | $3.75K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 42 | $3.60K | 0.00% | +42 | Added |
| WestEnd Advisors, LLC | 41 | $3.49K | 0.00% | −15−26.8% | Reduced |
| PayPay Securities Corp | 40 | $3.40K | 0.17% | −2−4.8% | Reduced |
| JDM Financial Group LLC | 38 | $3.23K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $3.04K | 0.00% | −10−22.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 35 | $2.98K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $2.30K | 0.00% | +15+125.0% | Added |
| Country Trust Bank | 27 | $2.30K | 0.00% | +27 | New |
| S&T Bank | 26 | $2.21K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $1.99K | 0.00% | +23 | New |
| Vermillion & White Wealth Management Group, LLC | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 22 | $1.87K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 16 | $1.36K | 0.00% | −312−95.1% | Reduced |
| DecisionPoint Financial, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Hurley Capital, LLC | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $851 | 0.00% | +4+66.7% | Added |
| Holos Integrated Wealth LLC | 8 | $742 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $681 | 0.00% | +8 | New |
| HighMark Wealth Management LLC | 6 | $520 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $511 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $426 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $340 | 0.00% | −15−78.9% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $142 | 0.00% | +2 | New |
| Harbor Asset Planning, Inc. | 1 | $87 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $85 | 0.00% | −41−97.6% | Reduced |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 15,046 | – | – | −381,239−96.2% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −8,503,284−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,899,365−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −418,659−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −370,000−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −261,561−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −254,784−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −147,010−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −146,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −127,990−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −107,309−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −94,278−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −86,480−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −73,820−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −69,581−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −66,200−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −61,545−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −59,511−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −58,226−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −47,731−100.0% | Sold out |
| Kore Advisors LP | 0 | $0 | 0.00% | −44,692−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −44,209−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −43,745−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,798−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −42,259−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −40,085−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −36,965−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −32,955−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −30,050−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −26,921−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −22,730−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −22,572−100.0% | Sold out |