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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 5,053 | $707.2K | 0.40% | −663−11.6% | Reduced |
| Excelsior Advisor Network LLC | 5,056 | $707.6K | 0.09% | +2,754+119.6% | Added |
| Nicholas Hoffman & Company, LLC. | 5,058 | $707.9K | 0.01% | +249+5.2% | Added |
| Ellevest, Inc. | 5,883 | $708.3K | 0.08% | +1,695+40.5% | Added |
| One Wealth Advisors, LLC | 5,063 | $708.6K | 0.08% | −370−6.8% | Reduced |
| Aurora Private Wealth, Inc. | 5,079 | $711.0K | 0.45% | −503−9.0% | Reduced |
| Drive Wealth Management, LLC | 5,088 | $712.2K | 0.13% | +996+24.3% | Added |
| Basecamp Wealth Advisors LLC | 5,103 | $714.2K | 0.13% | +83+1.7% | Added |
| Interchange Capital Partners, LLC | 5,110 | $715.1K | 0.13% | +2,754+116.9% | Added |
| J.Safra Asset Management Corp | 5,110 | $715.2K | 0.03% | +4,930+2,738.9% | Added |
| BlueChip Wealth Advisors LLC | 5,122 | $716.9K | 0.27% | −5,000−49.4% | Reduced |
| Clear Creek Financial Management, LLC | 5,133 | $718.4K | 0.05% | +164+3.3% | Added |
| Abel Hall, LLC | 5,136 | $718.8K | 0.12% | +251+5.1% | Added |
| CMT Capital Markets Trading GmbH | 5,160 | $722.0K | 0.38% | +457+9.7% | Added |
| Beverly Hills Private Wealth, LLC | 5,164 | $722.7K | 0.14% | −299−5.5% | Reduced |
| FourThought Financial Partners, LLC | 5,164 | $722.7K | 0.06% | −197−3.7% | Reduced |
| Tranquility Partners, LLC | 5,177 | $724.6K | 0.25% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,178 | $724.6K | 0.32% | +4+0.1% | Added |
| OneAscent Financial Services LLC | 5,178 | $724.8K | 0.03% | +385+8.0% | Added |
| Capital Advisors Inc | 5,195 | $727.2K | 0.01% | −2,296−30.7% | Reduced |
| Wrapmanager Inc | 5,201 | $727.9K | 0.23% | −69−1.3% | Reduced |
| Zullo Investment Group, Inc. | 5,224 | $731.2K | 0.25% | −77−1.5% | Reduced |
| Intrinsic Value Partners, LLC | 5,235 | $732.7K | 0.50% | −20−0.4% | Reduced |
| Anchyra Partners LLC | 5,238 | $733.1K | 0.18% | +240+4.8% | Added |
| Triad Wealth Partners, LLC | 5,508 | $735.7K | 0.04% | +1,836+50.0% | Added |
| FNY Investment Advisers, LLC | 5,260 | $736.0K | 0.27% | −850−13.9% | Reduced |
| Coastwise Capital Group, LLC | 5,259 | $736.1K | 0.43% | −11−0.2% | Reduced |
| V-Square Quantitative Management LLC | 5,298 | $741.5K | 0.07% | +948+21.8% | Added |
| Ponta Wealth Partners, LLC | 5,319 | $744.4K | 0.40% | +1,794+50.9% | Added |
| Allen Capital Group, LLC | 5,326 | $745.4K | 0.06% | +159+3.1% | Added |
| Glen Eagle Advisors, LLC | 5,334 | $746.5K | 0.09% | +39+0.7% | Added |
| LMR Partners LLP | 5,365 | $750.9K | 0.01% | +3,073+134.1% | Added |
| Silverlake Wealth Management LLC | 5,365 | $751.0K | 0.14% | +11+0.2% | Added |
| Claro Advisors LLC | 5,369 | $751.5K | 0.08% | +52+1.0% | Added |
| Gables Capital Management Inc. | 5,375 | $752.3K | 0.27% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 5,377 | $752.6K | 0.14% | +5,377 | New |
| Accel Wealth Management | 5,381 | $753.1K | 0.17% | −165−3.0% | Reduced |
| Palumbo Wealth Management LLC | 5,402 | $756.1K | 0.16% | +5,402 | New |
| Balanced Rock Investment Advisor | 5,410 | $757.2K | 0.47% | −454−7.7% | Reduced |
| MFA Wealth Services | 5,418 | $758.3K | 0.45% | −214−3.8% | Reduced |
| Precedent Wealth Partners, LLC | 5,420 | $758.6K | 0.13% | +5,420 | New |
| Teucrium Investment Advisors, LLC | 5,426 | $759.4K | 0.68% | +5,426 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,452 | $763.1K | 0.07% | −25−0.5% | Reduced |
| Aspen Investment Management Inc | 5,465 | $765.0K | 0.21% | +621+12.8% | Added |
| Rosenberg Matthew Hamilton | 5,473 | $766.0K | 0.14% | +388+7.6% | Added |
| Tradewinds, LLC. | 4,237 | $768.5K | 0.24% | +4,237 | New |
| Trueblood Wealth Management, LLC | 5,495 | $769.1K | 0.27% | +23+0.4% | Added |
| Rare Wolf Capital LLC | 5,498 | $769.5K | 0.49% | −2,407−30.4% | Reduced |
| Twin Focus Capital Partners, LLC | 5,500 | $769.8K | 0.08% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 5,500 | $769.8K | 0.01% | +5,500 | New |
| Income Insurance Ltd | 5,512 | $771.5K | 0.46% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,528 | $773.7K | 0.03% | +1,006+22.2% | Added |
| Bauman Advisory Group, LLC | 5,529 | $773.9K | 0.41% | +1,869+51.1% | Added |
| Twinbeech Capital LP | 5,553 | $777.2K | 0.14% | +1,465+35.8% | Added |
| GWN Securities Inc. | 5,553 | $777.2K | 0.13% | −381−6.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 5,570 | $779.6K | 0.04% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,606 | $784.6K | 0.13% | +2,695+92.6% | Added |
| Golden Reserve Retirement LLC | 5,610 | $785.1K | 0.12% | +2,548+83.2% | Added |
| Geneos Wealth Management Inc. | 5,632 | $788.2K | 0.02% | −1,006−15.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,648 | $790.5K | 0.07% | −300−5.0% | Reduced |
| TownSquare Capital, LLC | 5,656 | $791.6K | 0.15% | +314+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,671 | $793.7K | 0.17% | +1,316+30.2% | Added |
| City National Bank of Florida | 5,700 | $797.8K | 0.33% | +3,631+175.5% | Added |
| Rexford Capital Inc | 5,714 | $799.7K | 0.49% | +41+0.7% | Added |
| GeoWealth Management, LLC | 5,719 | $800.4K | 0.03% | −638−10.0% | Reduced |
| Donoghue Forlines LLC | 5,727 | $801.6K | 0.21% | −1,849−24.4% | Reduced |
| Range Advisory, LLC | 5,730 | $802.0K | 0.10% | +1,973+52.5% | Added |
| D'Orazio & Associates, Inc. | 5,730 | $802.0K | 0.09% | +137+2.4% | Added |
| Zions Bancorporation, National Association | 5,738 | $803.1K | 0.05% | +3+0.1% | Added |
| Westover Capital Advisors, LLC | 5,747 | $804.4K | 0.13% | +1,635+39.8% | Added |
| Cambient Family Office, LLC | 5,763 | $806.6K | 0.10% | +2,461+74.5% | Added |
| Blue Line Capital, LLC | 5,765 | $806.9K | 0.70% | +5,765 | New |
| Samalin Investment Counsel, LLC | 5,779 | $808.8K | 0.26% | −378−6.1% | Reduced |
| Gilbert & Cook, Inc. | 5,797 | $811.3K | 0.09% | +43+0.7% | Added |
| Main Street Research LLC | 5,803 | $812.2K | 0.04% | +277+5.0% | Added |
| Third View Private Wealth, LLC | 5,828 | $815.7K | 0.10% | +635+12.2% | Added |
| Boltwood Capital Management | 5,834 | $816.5K | 0.19% | +1,033+21.5% | Added |
| Everpar Advisors LLC | 5,840 | $817.4K | 0.23% | +320+5.8% | Added |
| Capital Investment Advisory Services, LLC | 5,844 | $817.9K | 0.05% | −368−5.9% | Reduced |
| Hills Bank & Trust Co | 5,888 | $824.1K | 0.04% | −114−1.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,892 | $824.6K | 0.02% | −163−2.7% | Reduced |
| Elkhorn Partners Limited Partnership | 5,900 | $825.8K | 0.71% | −200−3.3% | Reduced |
| Cladis Investment Advisory, LLC | 5,911 | $827.3K | 0.39% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,927 | $829.5K | 0.37% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,936 | $830.8K | 0.03% | −22,208−78.9% | Reduced |
| Caerus Investment Advisors, LLC | 5,941 | $831.5K | 0.28% | +570+10.6% | Added |
| NTV Asset Management LLC | 5,964 | $834.7K | 0.08% | +15+0.3% | Added |
| Patten Group, Inc. | 5,966 | $835.0K | 0.13% | +539+9.9% | Added |
| Jeppson Wealth Management, LLC | 5,976 | $836.4K | 0.25% | −1,566−20.8% | Reduced |
| Arista Wealth Management, LLC | 5,980 | $837.0K | 0.09% | −3,913−39.6% | Reduced |
| Angel Oak Capital Advisors, LLC | 6,000 | $839.8K | 1.06% | −5,000−45.5% | Reduced |
| Curry Webb Wealth Management LLC | 6,024 | $843.1K | 0.35% | −3,396−36.1% | Reduced |
| BCJ Capital Management, LLC | 6,057 | $847.7K | 0.04% | +701+13.1% | Added |
| BTG Pactual Asset Management US LLC | 6,082 | $851.2K | 0.06% | +957+18.7% | Added |
| Twelve Points Wealth Management LLC | 6,085 | $851.7K | 0.17% | −294−4.6% | Reduced |
| Keebeck Wealth Management, LLC | 6,096 | $853.2K | 0.08% | +1,320+27.6% | Added |
| Greykasell Wealth Strategies, Inc. | 6,127 | $857.6K | 0.31% | +387+6.7% | Added |
| Richwood Investment Advisors, LLC | 6,128 | $857.7K | 0.60% | −283−4.4% | Reduced |
| Unified Investment Management | 6,137 | $858.9K | 0.80% | −67−1.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,144 | $859.9K | 0.04% | −27−0.4% | Reduced |