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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 3,517 | $492.0K | 0.03% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,536 | $494.9K | 0.02% | +3,536 | New |
| Garrison Point Advisors, LLC | 3,540 | $495.5K | 0.20% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,545 | $496.2K | 0.08% | −1,266−26.3% | Reduced |
| Washington Trust Co | 3,548 | $496.6K | 0.02% | +185+5.5% | Added |
| Principal Street Partners, LLC | 3,551 | $497.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,567 | $499.2K | 0.11% | +3+0.1% | Added |
| Mosley Wealth Management | 3,584 | $501.6K | 0.16% | −15,123−80.8% | Reduced |
| Foster & Motley Inc | 3,598 | $504.0K | 0.02% | −43−1.2% | Reduced |
| Ewa, LLC | 3,606 | $504.7K | 0.09% | +171+5.0% | Added |
| Modera Wealth Management, LLC | 3,613 | $505.6K | 0.01% | +185+5.4% | Added |
| Legacy Solutions, LLC | 3,625 | $507.4K | 0.41% | −48−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,628 | $507.8K | 0.03% | +405+12.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,633 | $508.5K | 0.34% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,635 | $508.8K | 0.28% | +2,400+194.3% | Added |
| MV Capital Management, Inc. | 3,645 | $510.2K | 0.05% | +374+11.4% | Added |
| SLT Holdings LLC | 3,652 | $511.1K | 0.33% | +100+2.8% | Added |
| Shoker Investment Counsel, Inc. | 3,655 | $511.6K | 0.13% | +15+0.4% | Added |
| Aspen Wealth Strategies, LLC | 3,656 | $511.7K | 0.25% | +10.0% | Added |
| Florida Financial Advisors, LLC | 3,661 | $512.4K | 0.09% | +113+3.2% | Added |
| QTR Family Wealth, LLC | 3,664 | $512.8K | 0.18% | +507+16.1% | Added |
| Leigh Baldwin & Co., LLC | 3,666 | $513.0K | 0.28% | −87−2.3% | Reduced |
| Bahl & Gaynor Inc | 3,670 | $513.7K | 0.00% | −417−10.2% | Reduced |
| PSI Advisors, LLC | 3,673 | $514.1K | 0.12% | −379−9.4% | Reduced |
| Elyxium Wealth, LLC | 3,677 | $514.6K | 0.05% | +1,188+47.7% | Added |
| Kiley Juergens Wealth Management, LLC | 3,685 | $515.7K | 0.08% | +10.0% | Added |
| Guardian Wealth Advisors, LLC | 3,693 | $516.8K | 0.03% | +23+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 3,695 | $517.1K | 0.05% | −17−0.5% | Reduced |
| First Nebraska Trust Co | 3,695 | $517.2K | 0.04% | −75−2.0% | Reduced |
| Evolution Wealth Advisors, LLC | 3,695 | $517.2K | 0.06% | −39−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,701 | $518.0K | 0.10% | −69−1.8% | Reduced |
| Polymer Capital Management (US) LLC | 3,717 | $520.2K | 0.08% | −1,808−32.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,723 | $521.0K | 0.08% | +56+1.5% | Added |
| Addison Capital Co | 3,730 | $522.1K | 0.09% | −462−11.0% | Reduced |
| Allied Investment Advisors, LLC | 3,732 | $522.3K | 0.07% | +18+0.5% | Added |
| Frisch Financial Group, Inc. | 3,734 | $522.5K | 0.09% | +873+30.5% | Added |
| Tarbox Family Office, Inc. | 3,758 | $526.0K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 3,770 | $527.6K | 0.06% | −418−10.0% | Reduced |
| Sunpointe, LLC | 3,771 | $527.8K | 0.15% | −8−0.2% | Reduced |
| Copley Financial Group, Inc. | 3,798 | $531.6K | 0.32% | −1,991−34.4% | Reduced |
| Fairscale Capital, LLC | 3,808 | $533.0K | 0.32% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,820 | $534.6K | 0.01% | +533+16.2% | Added |
| Albert D Mason Inc | 3,824 | $535.2K | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,827 | $535.7K | 0.03% | −97−2.5% | Reduced |
| Stablepoint Partners, LLC | 3,840 | $537.4K | 0.07% | +140+3.8% | Added |
| Applied Capital LLC | 3,849 | $538.7K | 0.36% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 3,866 | $541.1K | 0.13% | −8−0.2% | Reduced |
| ELCO Management Co., LLC | 3,874 | $542.2K | 0.23% | +174+4.7% | Added |
| Procyon Private Wealth Partners, LLC | 3,875 | $542.3K | 0.02% | +580+17.6% | Added |
| Asset Allocation Strategies LLC | 3,877 | $542.6K | 0.08% | −31−0.8% | Reduced |
| Granite Islands Private Wealth, LLC | 3,897 | $544.3K | 0.40% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,892 | $544.8K | 0.07% | +190+5.1% | Added |
| RDA Financial Network | 3,895 | $545.1K | 0.12% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3,918 | $548.4K | 0.13% | +3,563+1,003.7% | Added |
| Platform Technology Partners | 3,923 | $549.1K | 0.09% | +32+0.8% | Added |
| Becker Capital Management Inc | 3,928 | $549.8K | 0.01% | +52+1.3% | Added |
| Smith Thornton Advisors LLC | 3,920 | $551.6K | 0.24% | +15+0.4% | Added |
| Simmons Bank | 3,949 | $552.7K | 0.03% | −657−14.3% | Reduced |
| Verus Capital Partners, LLC | 3,949 | $552.7K | 0.03% | +1,066+37.0% | Added |
| Tortuga Wealth Management, Inc | 3,958 | $553.9K | 0.42% | +10+0.3% | Added |
| Wayfinding Financial, LLC | 3,958 | $554.0K | 0.21% | +48+1.2% | Added |
| HighPoint Advisor Group LLC | 3,964 | $554.7K | 0.02% | −19−0.5% | Reduced |
| Beaton Management Co. Inc. | 3,966 | $555.0K | 0.23% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,967 | $555.2K | 0.07% | +700+21.4% | Added |
| Symmetry Partners, LLC | 3,975 | $556.4K | 0.03% | +345+9.5% | Added |
| Chung Wu Investment Group, LLC | 4,000 | $559.8K | 0.37% | +4,000 | New |
| Wellspring Financial Advisors, LLC | 3,999 | $560.1K | 0.04% | +17+0.4% | Added |
| USA Financial Formulas | 4,003 | $560.3K | 0.10% | +4,003 | New |
| Blue Bell Private Wealth Management, LLC | 4,039 | $565.3K | 0.07% | −23−0.6% | Reduced |
| Tritonpoint Wealth, LLC | 4,042 | $565.7K | 0.06% | −260−6.0% | Reduced |
| Beaumont Financial Advisors, LLC | 4,045 | $566.2K | 0.04% | +107+2.7% | Added |
| Capula Management Ltd | 4,049 | $566.7K | 0.00% | −208−4.9% | Reduced |
| Fortitude Family Office, LLC | 4,054 | $567.4K | 0.11% | +205+5.3% | Added |
| Norway Savings Bank | 4,055 | $567.5K | 0.24% | +1,258+45.0% | Added |
| Lansing Street Advisors | 4,056 | $567.7K | 0.12% | +16+0.4% | Added |
| Polymer Capital Management (HK) LTD | 4,059 | $568.1K | 0.06% | −1,245−23.5% | Reduced |
| O'Rourke & Company, Inc | 4,261 | $569.5K | 0.20% | −23−0.5% | Reduced |
| Quantessence Capital LLC | 4,070 | $569.6K | 1.68% | +4,070 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,311 | $570.1K | 0.18% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,079 | $570.9K | 0.03% | +10+0.2% | Added |
| Lantz Financial LLC | 4,082 | $571.4K | 0.10% | −139−3.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,083 | $571.4K | 0.11% | −20−0.5% | Reduced |
| Seven Mile Advisory | 4,085 | $571.7K | 0.38% | −199−4.6% | Reduced |
| Southern Financial Group, LLC | 4,085 | $571.8K | 0.15% | −266−6.1% | Reduced |
| Wealth Management Partners, LLC | 4,089 | $572.2K | 0.13% | −350−7.9% | Reduced |
| EPG Wealth Management LLC | 4,097 | $573.5K | 0.14% | +370+9.9% | Added |
| X-Square Capital, LLC | 4,104 | $574.0K | 0.15% | −55−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,105 | $574.5K | 0.02% | +86+2.1% | Added |
| GSB Wealth Management, LLC | 4,116 | $576.1K | 0.12% | 00.0% | Unchanged |
| Greenfield Savings Bank | 4,129 | $577.9K | 0.22% | −5−0.1% | Reduced |
| Invenio Wealth Partners LLC | 4,137 | $579.0K | 0.21% | −167−3.9% | Reduced |
| Ninepoint Partners LP | 4,142 | $579.7K | 0.05% | +1,798+76.7% | Added |
| Davidson Trust Co | 4,153 | $581.3K | 0.23% | +327+8.5% | Added |
| Texas Bank & Trust Co | 4,174 | $584.2K | 0.19% | +1,601+62.2% | Added |
| Goldstein Advisors, LLC | 4,184 | $585.6K | 0.05% | +1,371+48.7% | Added |
| Swiss Re Ltd | 4,193 | $586.9K | 0.05% | +3,693+738.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,205 | $587.8K | 0.06% | −3,979−48.6% | Reduced |
| Roble, Belko & Company, Inc | 4,202 | $588.0K | 0.06% | −20.0% | Reduced |
| Associated Banc-Corp | 4,203 | $588.3K | 0.01% | −10−0.2% | Reduced |
| Essential Partners LLC | 4,217 | $590.2K | 0.27% | −18,313−81.3% | Reduced |