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
- +72 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
- 203
- 866 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 | 2,064 | $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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 40,269 | $3.43M | 0.53% | +790+2.0% | Added |
| Cordatus Wealth Management LLC | 40,182 | $3.42M | 0.84% | −64−0.2% | Reduced |
| Equitable Trust Co | 40,093 | $3.41M | 0.17% | +1,351+3.5% | Added |
| Solidarilty Wealth, LLC | 40,003 | $3.41M | 0.80% | +303+0.8% | Added |
| Nicholas Investment Partners, LP | 40,000 | $3.40M | 0.30% | −1,000−2.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 40,000 | $3.40M | 0.28% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 39,956 | $3.40M | 2.86% | +173+0.4% | Added |
| GAMMA Investing LLC | 39,851 | $3.39M | 0.21% | +5,615+16.4% | Added |
| Horizon Investments, LLC | 40,062 | $3.39M | 0.05% | +4,128+11.5% | Added |
| S&CO Inc | 39,641 | $3.37M | 0.22% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 39,492 | $3.36M | 0.23% | +39,492 | New |
| Atria Wealth Solutions, Inc. | 38,562 | $3.35M | 0.08% | −86,080−69.1% | Reduced |
| CIBC Private Wealth Group, LLC | 39,154 | $3.33M | 0.01% | −12,892−24.8% | Reduced |
| Creative Financial Designs Inc | 39,117 | $3.33M | 0.24% | +2,070+5.6% | Added |
| Aigen Investment Management, LP | 38,856 | $3.31M | 0.45% | +17,307+80.3% | Added |
| First Business Financial Services, Inc. | 38,852 | $3.31M | 0.30% | −6,451−14.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 38,679 | $3.29M | 1.39% | −7,165−15.6% | Reduced |
| Voleon Capital Management LP | 38,677 | $3.29M | 0.18% | −65,389−62.8% | Reduced |
| Global Retirement Partners, LLC | 38,359 | $3.27M | 0.08% | +38,359 | New |
| Clough Capital Partners L P | 38,020 | $3.24M | 0.32% | −113,910−75.0% | Reduced |
| Waratah Capital Advisors Ltd. | 37,924 | $3.23M | 0.22% | +37,924 | New |
| Boyd Watterson Asset Management LLC | 37,884 | $3.22M | 1.01% | −326−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 37,870 | $3.22M | 0.10% | −83−0.2% | Reduced |
| IHT Wealth Management, LLC | 37,859 | $3.22M | 0.09% | +12,993+52.3% | Added |
| Wetherby Asset Management Inc | 37,602 | $3.20M | 0.14% | +37,602 | New |
| Schear Investment Advisers, LLC | 37,418 | $3.19M | 1.58% | +972+2.7% | Added |
| Winch Advisory Services, LLC | 37,372 | $3.18M | 0.78% | +225+0.6% | Added |
| Naviter Wealth, LLC | 37,348 | $3.18M | 0.39% | +685+1.9% | Added |
| Granite Investment Partners, LLC | 37,186 | $3.17M | 0.15% | +6,018+19.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 37,155 | $3.16M | 0.09% | +1,886+5.3% | Added |
| Lineweaver Wealth Advisors, LLC | 37,021 | $3.15M | 0.50% | +2,783+8.1% | Added |
| Mirador Capital Partners LP | 36,649 | $3.12M | 0.51% | +5,462+17.5% | Added |
| Castlekeep Investment Advisors LLC | 36,401 | $3.10M | 1.52% | −2,165−5.6% | Reduced |
| Belpointe Asset Management LLC | 36,358 | $3.09M | 0.13% | +2,410+7.1% | Added |
| Whittier Trust Co | 36,049 | $3.07M | 0.04% | −2,238−5.8% | Reduced |
| First Manhattan Co | 36,046 | $3.07M | 0.01% | +20,895+137.9% | Added |
| DCF Advisers, LLC | 36,000 | $3.06M | 1.47% | −1,500−4.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 35,895 | $3.06M | 2.41% | +36+0.1% | Added |
| United Capital Financial Advisers, LLC | 35,875 | $3.05M | 0.02% | −1,551−4.1% | Reduced |
| Sterling Capital Management LLC | 35,851 | $3.05M | 0.04% | +19,989+126.0% | Added |
| 44 Wealth Management LLC | 35,722 | $3.04M | 1.08% | −908−2.5% | Reduced |
| Agp Franklin, LLC | 35,600 | $3.03M | 1.60% | +452+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 35,313 | $3.01M | 0.26% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 35,042 | $2.98M | 0.36% | +2,967+9.3% | Added |
| Blue Edge Capital, LLC | 34,886 | $2.97M | 0.44% | −700−2.0% | Reduced |
| Talon Private Wealth, LLC | 34,715 | $2.95M | 0.41% | +3,295+10.5% | Added |
| Cooper Financial Group | 34,693 | $2.95M | 0.35% | −1,625−4.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 34,541 | $2.94M | 1.34% | +1,575+4.8% | Added |
| Resources Investment Advisors, LLC. | 34,509 | $2.94M | 0.03% | +72+0.2% | Added |
| LGT Fund Management Co Ltd. | 34,028 | $2.90M | 0.25% | −41,000−54.6% | Reduced |
| Round Hill Asset Management | 33,495 | $2.85M | 1.93% | −230−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 33,198 | $2.83M | 0.08% | +8,929+36.8% | Added |
| Quadrant Capital Group LLC | 33,087 | $2.82M | 0.10% | +1,113+3.5% | Added |
| Hancock Whitney Corp | 32,972 | $2.81M | 0.05% | +26,948+447.3% | Added |
| Cary Street Partners Financial LLC | 32,858 | $2.80M | 0.08% | +2,346+7.7% | Added |
| Peloton Wealth Strategists | 32,650 | $2.78M | 1.11% | +11,350+53.3% | Added |
| Ameliora Wealth Management Ltd. | 32,590 | $2.77M | 0.99% | 00.0% | Unchanged |
| Chicago Trust Co NA | 32,575 | $2.77M | 0.39% | +3,208+10.9% | Added |
| Bank & Trust Co | 32,396 | $2.76M | 2.18% | −150.0% | Reduced |
| Farther Finance Advisors, LLC | 31,914 | $2.72M | 0.05% | +4,000+14.3% | Added |
| Westbourne Investments, Inc. | 31,707 | $2.70M | 1.44% | +26,440+502.0% | Added |
| Wellington Shields & Co., LLC | 31,688 | $2.70M | 0.76% | +977+3.2% | Added |
| Stonebridge Capital Advisors LLC | 31,634 | $2.69M | 0.20% | +55+0.2% | Added |
| Manske Wealth Management | 31,600 | $2.69M | 0.89% | −1,758−5.3% | Reduced |
| Forum Financial Management, LP | 31,542 | $2.68M | 0.04% | +1,285+4.2% | Added |
| Vise Technologies, Inc. | 31,440 | $2.68M | 0.11% | +31,440 | New |
| Connable Office Inc | 31,409 | $2.67M | 0.26% | −100−0.3% | Reduced |
| Altman Advisors, Inc. | 30,979 | $2.67M | 1.09% | +127+0.4% | Added |
| Loomis Sayles & Co L P | 31,326 | $2.67M | 0.00% | +19,986+176.2% | Added |
| Waterfront Wealth Inc. | 31,299 | $2.66M | 0.60% | −64−0.2% | Reduced |
| Salem Investment Counselors Inc | 31,268 | $2.66M | 0.08% | −905−2.8% | Reduced |
| Coldstream Capital Management Inc | 31,140 | $2.65M | 0.04% | +1,681+5.7% | Added |
| Brighton Jones LLC | 31,094 | $2.65M | 0.07% | +10,122+48.3% | Added |
| Game Creek Capital, LP | 31,000 | $2.64M | 1.35% | −1,625−5.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 30,969 | $2.64M | 0.94% | +156+0.5% | Added |
| Allen Wealth Management, LLC | 30,818 | $2.62M | 1.83% | −1,252−3.9% | Reduced |
| Modern Wealth Management, LLC | 30,737 | $2.62M | 0.06% | +2,422+8.6% | Added |
| Ostrum Asset Management | 30,586 | $2.60M | 0.12% | +990+3.3% | Added |
| Atomi Financial Group, Inc. | 30,520 | $2.60M | 0.10% | +80+0.3% | Added |
| Fiduciary Trust Co | 30,485 | $2.59M | 0.03% | −2,700−8.1% | Reduced |
| Bleakley Financial Group, LLC | 30,455 | $2.59M | 0.07% | +7,173+30.8% | Added |
| Advisors Management Group Inc | 30,239 | $2.57M | 0.48% | −186−0.6% | Reduced |
| Savant Capital, LLC | 30,204 | $2.57M | 0.02% | +2,533+9.2% | Added |
| Private Management Group Inc | 30,190 | $2.57M | 0.08% | +30,190 | New |
| YANKCOM Partnership | 30,126 | $2.56M | 1.25% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 29,898 | $2.54M | 0.53% | +29,898 | New |
| Sippican Capital Advisors | 29,870 | $2.54M | 1.85% | −995−3.2% | Reduced |
| Pallas Capital Advisors LLC | 29,836 | $2.54M | 0.10% | −1,128−3.6% | Reduced |
| Tounjian Advisory Partners, LLC | 35,588 | $2.53M | 0.49% | −826−2.3% | Reduced |
| YHB Investment Advisors, Inc. | 29,524 | $2.51M | 0.19% | +10.0% | Added |
| Pacitti Group Inc. | 29,413 | $2.50M | 1.09% | +1,607+5.8% | Added |
| Columbia Asset Management | 29,220 | $2.49M | 0.49% | −515−1.7% | Reduced |
| Everett Harris & Co | 29,184 | $2.48M | 0.03% | +285+1.0% | Added |
| Cramer Rosenthal McGlynn LLC | 29,095 | $2.48M | 0.17% | −11,668−28.6% | Reduced |
| Mystic Asset Management, Inc. | 29,075 | $2.47M | 0.60% | −25−0.1% | Reduced |
| Pinnacle Holdings, LLC | 28,932 | $2.46M | 0.89% | −28−0.1% | Reduced |
| Callan Family Office, LLC | 28,725 | $2.45M | 0.08% | +17,796+162.8% | Added |
| Triglav Skladi, D.O.O. | 28,674 | $2.44M | 0.18% | −82,000−74.1% | Reduced |
| Kennondale Capital Management LLC | 28,644 | $2.44M | 2.49% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 28,570 | $2.43M | 0.07% | −3,127−9.9% | Reduced |