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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 4,225 | $591.3K | 0.02% | −12−0.3% | Reduced |
| Systematic Alpha Investments, LLC | 4,238 | $593.1K | 0.02% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 4,240 | $593.4K | 0.18% | +78+1.9% | Added |
| Evergreen Wealth Solutions, LLC | 4,291 | $595.3K | 0.03% | +744+21.0% | Added |
| Baron Wealth Management LLC | 4,257 | $595.7K | 0.15% | +52+1.2% | Added |
| Tepp RIA, LLC | 4,278 | $598.7K | 0.41% | −150−3.4% | Reduced |
| Hudson Value Partners, LLC | 4,285 | $599.7K | 0.15% | +4,285 | New |
| Kentucky Trust Co | 4,291 | $600.6K | 0.29% | −28−0.6% | Reduced |
| Tamar Securities, LLC | 4,295 | $601.2K | 0.06% | +395+10.1% | Added |
| Archer Investment Corp | 4,300 | $601.8K | 0.12% | +10.0% | Added |
| CFM Wealth Partners LLC | 4,313 | $603.6K | 0.08% | −300−6.5% | Reduced |
| Sage Investment Advisers LLC | 4,318 | $604.4K | 0.41% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,327 | $605.6K | 0.08% | +8+0.2% | Added |
| Evercore Wealth Management, LLC | 4,328 | $605.7K | 0.01% | −48−1.1% | Reduced |
| Blalock Williams, LLC | 4,339 | $607.3K | 0.39% | +388+9.8% | Added |
| Intelligence Driven Advisers, LLC | 4,339 | $607.3K | 0.10% | +1,126+35.0% | Added |
| Bay Capital Advisors, LLC | 4,375 | $612.4K | 0.33% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $616.5K | 0.12% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 4,414 | $617.7K | 0.34% | +480+12.2% | Added |
| Ariadne Wealth Management, LP | 4,415 | $617.9K | 0.27% | −66−1.5% | Reduced |
| BOS Asset Management, LLC | 4,415 | $618.0K | 0.14% | −145−3.2% | Reduced |
| Investors Research Corp | 4,425 | $619.3K | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 4,427 | $619.6K | 0.07% | +568+14.7% | Added |
| Alphadyne Asset Management LP | 4,435 | $620.7K | 0.03% | −8,202−64.9% | Reduced |
| Key Financial Inc | 4,436 | $620.9K | 0.10% | +316+7.7% | Added |
| Teza Capital Management LLC | 4,448 | $622.5K | 1.20% | +349+8.5% | Added |
| Ferguson Wellman Capital Management, Inc | 4,456 | $623.7K | 0.01% | −44−1.0% | Reduced |
| Grove Bank & Trust | 4,470 | $625.6K | 0.06% | +1,829+69.3% | Added |
| Cypress Point Wealth Management, LLC | 4,478 | $626.7K | 0.13% | +1,851+70.5% | Added |
| Brown Financial Advisors | 4,479 | $626.9K | 0.22% | −103−2.2% | Reduced |
| Betterment LLC | 4,496 | $629.0K | 0.00% | −28−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 4,496 | $629.3K | 0.03% | +57+1.3% | Added |
| Mma Asset Management LLC | 4,500 | $629.8K | 0.20% | −657−12.7% | Reduced |
| Focus Financial Network, Inc. | 4,502 | $630.2K | 0.02% | +255+6.0% | Added |
| Pointe Capital Management LLC | 4,503 | $630.2K | 0.28% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,516 | $632.1K | 0.14% | +600+15.3% | Added |
| LexAurum Advisors, LLC | 4,548 | $636.5K | 0.07% | +41+0.9% | Added |
| Fortis Advisors, LLC | 4,550 | $636.8K | 0.30% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 4,552 | $637.1K | 0.14% | +4,552 | New |
| KC Investment Advisors, LLC | 4,565 | $638.9K | 0.12% | +1,580+52.9% | Added |
| Regent Peak Wealth Advisors LLC | 4,567 | $639.2K | 0.12% | +346+8.2% | Added |
| GTS Securities LLC | 4,575 | $640.3K | 0.01% | −9,321−67.1% | Reduced |
| BIP Wealth, LLC | 4,577 | $640.6K | 0.02% | +908+24.7% | Added |
| Chemistry Wealth Management LLC | 4,580 | $641.0K | 0.10% | −20.0% | Reduced |
| Washington Capital Management Inc | 4,600 | $643.8K | 0.42% | +4,600 | New |
| Voleon Capital Management LP | 4,602 | $644.1K | 0.01% | −8,411−64.6% | Reduced |
| FSM Wealth Advisors, LLC | 4,611 | $645.3K | 0.07% | +363+8.5% | Added |
| Prostatis Group LLC | 4,635 | $648.7K | 0.15% | +37+0.8% | Added |
| Inceptionr LLC | 4,638 | $649.1K | 0.16% | −6,123−56.9% | Reduced |
| Opal Wealth Advisors, LLC | 4,639 | $649.3K | 0.14% | −455−8.9% | Reduced |
| Ridgewood Investments LLC | 4,644 | $649.9K | 0.24% | −431−8.5% | Reduced |
| Onefund, LLC | 4,647 | $650.4K | 0.37% | −266−5.4% | Reduced |
| Regal Investment Advisors LLC | 4,651 | $650.9K | 0.03% | −124−2.6% | Reduced |
| Cowa, LLC | 4,675 | $654.3K | 0.16% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,684 | $655.6K | 0.08% | −117−2.4% | Reduced |
| Pasadena Private Wealth, LLC | 4,687 | $656.0K | 0.08% | +951+25.5% | Added |
| Symphony Financial, Ltd. Co. | 4,647 | $656.0K | 0.07% | +2,636+131.1% | Added |
| Richardson Financial Services Inc. | 4,701 | $658.0K | 0.37% | +1,360+40.7% | Added |
| Core Capital Management & Research, inc. | 5,000 | $658.3K | 0.35% | +5,000 | New |
| Sandro Wealth Management LLC | 4,712 | $659.5K | 0.48% | +349+8.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,714 | $659.8K | 0.07% | −111−2.3% | Reduced |
| NBT Bank N A | 4,738 | $663.1K | 0.04% | −443−8.6% | Reduced |
| Financial Engines Advisors L.L.C. | 4,773 | $668.0K | 0.00% | +111+2.4% | Added |
| Alta Wealth Advisors LLC | 4,784 | $669.6K | 0.18% | −72−1.5% | Reduced |
| Forum Financial Management, LP | 4,785 | $669.8K | 0.01% | +134+2.9% | Added |
| Pines Wealth Management, LLC | 4,804 | $672.4K | 0.19% | +11+0.2% | Added |
| Ballast, Inc. | 4,822 | $674.9K | 0.13% | +4,822 | New |
| McAdam, LLC | 4,840 | $677.5K | 0.03% | +459+10.5% | Added |
| First Pacific Financial | 4,842 | $677.7K | 0.08% | +4,761+5,877.8% | Added |
| TRB Wealth Management, LLC | 4,843 | $677.8K | 0.09% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,845 | $678.1K | 0.10% | −389−7.4% | Reduced |
| Cypress Capital Group | 4,845 | $678.1K | 0.06% | +300+6.6% | Added |
| Flatrock Wealth Partners LLC | 4,852 | $679.1K | 0.27% | +317+7.0% | Added |
| Magnus Financial Group LLC | 4,853 | $679.2K | 0.05% | +331+7.3% | Added |
| Gryphon Financial Partners LLC | 4,858 | $680.0K | 0.06% | +153+3.3% | Added |
| Advisory Alpha, LLC | 4,860 | $680.5K | 0.02% | +44+0.9% | Added |
| Forum Finance Group S.A. | 6,025 | $681.0K | 0.24% | +1,225+25.5% | Added |
| Collaborative Fund Advisors, LLC | 4,866 | $681.0K | 0.40% | +4,866 | New |
| North Star Asset Management Inc | 4,884 | $683.6K | 0.03% | +38+0.8% | Added |
| Tyche Wealth Partners LLC | 4,884 | $683.6K | 0.10% | +873+21.8% | Added |
| Carnegie Capital Asset Management, LLC | 4,888 | $684.2K | 0.01% | −598−10.9% | Reduced |
| Essex Savings Bank | 4,904 | $686.4K | 0.15% | +13+0.3% | Added |
| William B. Walkup & Associates, Inc. | 4,907 | $686.8K | 0.33% | +622+14.5% | Added |
| Ambassador Advisors, LLC | 4,917 | $688.2K | 0.08% | +4,917 | New |
| Atlas Brown,Inc. | 4,924 | $689.2K | 0.19% | −11−0.2% | Reduced |
| Opinicus Capital, Inc. | 4,925 | $689.3K | 0.37% | −1,471−23.0% | Reduced |
| TritonPoint Partners, LLC | 4,926 | $689.4K | 0.06% | +4,926 | New |
| Palacios Wealth Management, LLC | 4,975 | $696.3K | 0.41% | −18−0.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,980 | $697.0K | 0.01% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 4,986 | $697.8K | 0.78% | +2,837+132.0% | Added |
| Worth Asset Management, LLC | 4,990 | $698.4K | 0.22% | +415+9.1% | Added |
| Perennial Investment Advisors, LLC | 4,996 | $699.3K | 0.05% | −175−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,999 | $699.7K | 0.01% | +418+9.1% | Added |
| Capital Square, LLC | 4,970 | $699.7K | 0.31% | −1,092−18.0% | Reduced |
| Bramshill Investments, LLC | 5,000 | $699.8K | 0.05% | −1,500−23.1% | Reduced |
| Harbor Advisors LLC | 5,000 | $699.8K | 0.09% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 5,028 | $703.7K | 0.26% | +20+0.4% | Added |
| Cornerstone Capital, Inc. | 5,030 | $704.0K | 0.06% | −15−0.3% | Reduced |
| Vicus Capital | 5,039 | $705.3K | 0.05% | +20+0.4% | Added |
| RiverFront Investment Group, LLC | 5,047 | $706.4K | 0.01% | +288+6.1% | Added |