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; 2,643 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 2026
Institutional positions in Citigroup Inc as of Jun 30, 2026. 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
- 2,643
- +204 vs. Q1 2026
- Shares held
- 1.34B
- +8.99M (+0.7%) vs. Q1 2026
- Total value
- $187.1B
- +$36.7B (+24.4%) vs. Q1 2026
- New holders
- 299
- 1,034 more added
- Sold out
- 95
- 989 more reduced
36 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 2,643 | $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 2026
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 1,051 | $147.0K | 0.01% | −88−7.7% | Reduced |
| Owl Creek Wealth Partners LLC | 1,065 | $149.1K | 0.04% | +70+7.0% | Added |
| Private Wealth Asset Management, LLC | 1,113 | $155.8K | 0.02% | −580−34.3% | Reduced |
| Hager Investment Management Services, LLC | 1,131 | $158.3K | 0.07% | −199−15.0% | Reduced |
| Aventura Private Wealth, LLC | 1,154 | $161.5K | 0.05% | +303+35.6% | Added |
| Hallmark Capital Management Inc | 1,178 | $164.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,181 | $165.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,188 | $166.3K | 0.05% | −82−6.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,192 | $166.9K | 0.03% | +1+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,142 | $167.0K | 0.05% | +5+0.4% | Added |
| Boreal Capital Management LLC | 1,195 | $167.3K | 0.12% | 00.0% | Unchanged |
| Markowski Investments | 1,198 | $167.6K | 0.04% | +1,198 | New |
| AXS Investments LLC | 1,198 | $167.7K | 0.05% | −291−19.5% | Reduced |
| Aviso Financial Inc. | 1,198 | $167.7K | 0.01% | +836+230.9% | Added |
| Wellington-Altus USA Inc. | 1,481 | $168.0K | 0.12% | −460−23.7% | Reduced |
| Activest Wealth Management | 1,209 | $169.2K | 0.03% | −463−27.7% | Reduced |
| Vestor Capital, LLC | 1,031 | $171.0K | 0.01% | −294,069−99.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,240 | $173.6K | 0.11% | +144+13.1% | Added |
| Monetary Management Group Inc | 1,250 | $174.9K | 0.04% | −125−9.1% | Reduced |
| DT Investment Partners, LLC | 1,251 | $175.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,269 | $177.6K | 0.01% | +135+11.9% | Added |
| SHP Wealth Management | 1,286 | $180.0K | 0.01% | −50−3.7% | Reduced |
| CNB Bank | 1,312 | $183.6K | 0.07% | −3−0.2% | Reduced |
| Osterweis Capital Management Inc | 1,314 | $183.9K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,341 | $187.7K | 0.08% | +20+1.5% | Added |
| MidFirst Bank | 1,355 | $189.6K | 0.01% | +493+57.2% | Added |
| Caption Management, LLC | 1,369 | $191.6K | 0.01% | −331−19.5% | Reduced |
| Anchor Bay Capital, Inc. | 1,422 | $193.2K | 0.10% | +1,422 | New |
| LFA - Lugano Financial Advisors SA | 1,400 | $195.9K | 0.12% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,418 | $198.5K | 0.11% | +15+1.1% | Added |
| Crews Bank & Trust | 1,426 | $199.6K | 0.03% | −28−1.9% | Reduced |
| Warburton Capital Management, LLC | 1,432 | $200.0K | 0.08% | +1,432 | New |
| RNC Capital Management LLC | 1,429 | $200.0K | 0.01% | +1,429 | New |
| GSG Advisors LLC | 1,430 | $200.1K | 0.04% | +1,430 | New |
| Mountain Capital Investment Advisors, Inc | 1,433 | $200.5K | 0.03% | −322−18.3% | Reduced |
| J.E. Simmons & Co., P.C. | 1,435 | $200.8K | 0.11% | +1,435 | New |
| WealthPoint Financial, LLC | 1,438 | $201.3K | 0.15% | +1,438 | New |
| Great Waters Wealth Management | 1,443 | $202.0K | 0.02% | +1,443 | New |
| Legacy Private Trust Co. | 1,447 | $202.5K | 0.01% | +1,447 | New |
| Mayfair Advisory Group, LLC | 1,532 | $202.6K | 0.06% | +1,532 | New |
| HFG Advisors, Inc. | 1,447 | $202.6K | 0.13% | +1,447 | New |
| Birch Hill Investment Advisors LLC | 1,450 | $202.9K | 0.01% | +1,450 | New |
| Marest Capital, LLC | 1,453 | $203.4K | 0.10% | +1,453 | New |
| CogentBlue Wealth Advisors, LLC | 1,456 | $203.8K | 0.12% | +1,456 | New |
| Novem Group | 1,457 | $203.9K | 0.02% | +1,457 | New |
| LiftPoint Family Wealth Advisors LLC | 1,459 | $204.2K | 0.14% | +1,459 | New |
| BluePath Capital Management, LLC | 1,459 | $204.2K | 0.11% | +1,459 | New |
| PKS Advisory Services, LLC | 1,458 | $204.2K | 0.03% | +1,458 | New |
| DDFG, Inc | 1,460 | $204.3K | 0.04% | +1,460 | New |
| Ti-Trust, Inc | 1,462 | $204.6K | 0.11% | +1,462 | New |
| FORM Wealth Advisors, LLC | 1,462 | $204.6K | 0.02% | +1,462 | New |
| Shelter Rock Management, LLC | 1,462 | $204.6K | 0.20% | +1,462 | New |
| Ackerman Capital Advisors, LLC | 1,464 | $204.9K | 0.04% | +1,464 | New |
| Hanson & Doremus Investment Management | 1,468 | $205.0K | 0.02% | +200+15.8% | Added |
| 1st Source Bank | 1,469 | $205.6K | 0.01% | +1,469 | New |
| Vista Capital Partners, Inc. | 1,471 | $205.9K | 0.02% | +1,471 | New |
| ARS Wealth Advisors Group, LLC | 1,475 | $206.4K | 0.02% | +1,475 | New |
| Eagle Wealth Advisors LLC | 1,476 | $206.6K | 0.16% | +1,476 | New |
| Monticello Wealth Management, LLC | 1,476 | $206.6K | 0.01% | +1,476 | New |
| GreatBanc Trust CO | 1,477 | $206.7K | 0.13% | +1,477 | New |
| Baring Financial LLC | 1,478 | $206.9K | 0.11% | +1,478 | New |
| Bell Investment Advisors, Inc | 1,479 | $207.0K | 0.03% | +113+8.3% | Added |
| Sherman Asset Management, Inc. | 1,482 | $207.4K | 0.16% | 00.0% | Unchanged |
| Maia Wealth LLC | 1,492 | $208.8K | 0.03% | +1,492 | New |
| Hidden Cove Wealth Management, LLC | 1,496 | $209.4K | 0.12% | +1,496 | New |
| Shufro Rose & Co LLC | 1,497 | $209.5K | 0.01% | +1,497 | New |
| Westhampton Capital, LLC | 1,500 | $209.9K | 0.09% | +1,500 | New |
| Alan B. Lancz & Associates, Inc. | 1,500 | $209.9K | 0.18% | +1,500 | New |
| CKW Financial Group | 1,500 | $210.0K | 0.02% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,501 | $210.2K | 0.11% | +1,501 | New |
| Requisite Capital Management, LLC | 1,504 | $210.5K | 0.03% | +1,504 | New |
| Smith, Moore & Co. | 1,512 | $211.7K | 0.01% | +1,512 | New |
| Van Diest Capital, LLC | 1,515 | $212.1K | 0.19% | −1,971−56.5% | Reduced |
| Old Mission Investment Co LLC | 1,516 | $212.1K | 0.04% | +1,516 | New |
| Rinkey Investments | 1,517 | $212.3K | 0.05% | +1,517 | New |
| Old Port Advisors | 1,518 | $212.5K | 0.04% | +1,518 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,518 | $212.5K | 0.01% | +1,518 | New |
| Aletheian Wealth Advisors LLC | 1,526 | $213.6K | 0.09% | +1,526 | New |
| Mirabella Financial Services LLP | 1,528 | $213.9K | 0.02% | −642−29.6% | Reduced |
| FCG Investment Co | 1,531 | $214.3K | 0.07% | −755−33.0% | Reduced |
| Fishman Jay A Ltd | 1,533 | $214.6K | 0.02% | +1,533 | New |
| Welch & Forbes LLC | 1,541 | $215.7K | 0.00% | +1,541 | New |
| Journey Advisory Group, LLC | 1,541 | $215.7K | 0.02% | +1,541 | New |
| Integral Investment Advisors, Inc. | 1,541 | $215.7K | 0.05% | +1,541 | New |
| StoryOne LLC | 1,541 | $215.7K | 0.10% | +1,541 | New |
| Investment Insight Wealth Management, LLC | 1,546 | $216.3K | 0.19% | +1,546 | New |
| Rocky Mountain Advisers, LLC | 1,550 | $216.9K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,550 | $216.9K | 0.06% | +352+29.4% | Added |
| Aspen Grove Capital, LLC | 1,553 | $217.4K | 0.03% | +1,553 | New |
| Eads & Heald Wealth Management | 1,560 | $218.3K | 0.11% | +1,560 | New |
| Fieldview Capital Management, LLC | 1,563 | $218.8K | 0.06% | −9,747−86.2% | Reduced |
| Mission Financial Group, LLC | 1,563 | $218.8K | 0.18% | +1,563 | New |
| Peoples Financial Services Corp. | 1,564 | $218.9K | 0.09% | −54−3.3% | Reduced |
| Gallacher Capital Management LLC | 1,564 | $219.0K | 0.12% | −768−32.9% | Reduced |
| German American Bancorp, Inc. | 1,565 | $219.0K | 0.02% | +1,565 | New |
| United Advisor Group, LLC | 1,567 | $219.3K | 0.02% | +1,567 | New |
| Compass Capital Corp | 1,597 | $221.2K | 0.07% | +1,597 | New |
| Keynote Financial Services LLC | 1,581 | $221.3K | 0.10% | +1,581 | New |
| Cornerstone Advisory, LLC | 1,583 | $221.6K | 0.02% | +1,583 | New |
| SkyOak Wealth, LLC | 1,585 | $221.8K | 0.04% | −200−11.2% | Reduced |