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 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
- 2,644
- +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
- 990 more reduced
35 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 | 2,644 | $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 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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 6,144 | $859.9K | 0.04% | −27−0.4% | Reduced |
| Altfest L J & Co Inc | 6,152 | $861.0K | 0.08% | +12+0.2% | Added |
| CoreCap Advisors, LLC | 6,154 | $861.3K | 0.03% | +1,779+40.7% | Added |
| Montecito Bank & Trust | 6,155 | $861.5K | 0.13% | −345−5.3% | Reduced |
| Permanent Capital Management, LP | 6,160 | $862.2K | 0.12% | 00.0% | Unchanged |
| Northbridge Financial Group, LLC | 6,187 | $865.9K | 0.33% | −397−6.0% | Reduced |
| Insight Advisors, LLC | 6,197 | $867.3K | 0.15% | +22+0.4% | Added |
| IFG Advisors, LLC | 6,198 | $867.5K | 0.12% | 00.0% | Unchanged |
| Western Financial Corp | 6,218 | $870.3K | 0.25% | +6,218 | New |
| Birch Financial Group, LLC | 6,221 | $870.8K | 0.45% | +201+3.3% | Added |
| Huntleigh Advisors, Inc. | 6,239 | $873.2K | 0.12% | +1,160+22.8% | Added |
| Strategy Asset Managers LLC | 6,246 | $874.2K | 0.13% | +12+0.2% | Added |
| GatePass Capital, LLC | 6,248 | $874.4K | 0.33% | +53+0.9% | Added |
| Advisor OS, LLC | 6,255 | $875.5K | 0.06% | +180+3.0% | Added |
| Pitcairn Wealth Advisors LLC | 6,257 | $875.7K | 0.10% | −6,520−51.0% | Reduced |
| May Hill Capital, LLC | 6,276 | $878.4K | 0.18% | +177+2.9% | Added |
| Relyea Zuckerberg Hanson LLC | 6,282 | $879.2K | 0.07% | +191+3.1% | Added |
| Solitude Financial Services | 6,292 | $880.6K | 0.24% | −3,895−38.2% | Reduced |
| Ignite Planners, LLC | 6,323 | $885.1K | 0.12% | +145+2.3% | Added |
| Riversedge Advisors, LLC | 6,332 | $886.3K | 0.12% | +551+9.5% | Added |
| Northern Financial Advisors Inc | 6,359 | $890.0K | 0.59% | +10.0% | Added |
| Bryn Mawr Trust Co | 6,359 | $890.0K | 0.02% | −638−9.1% | Reduced |
| Monument Capital Management | 6,379 | $892.8K | 0.18% | +403+6.7% | Added |
| Colonial Trust Co | 6,381 | $893.0K | 0.11% | −17−0.3% | Reduced |
| Menard Financial Group LLC | 6,387 | $893.9K | 0.49% | +6,387 | New |
| Larry Mathis Financial Planning, LLC | 6,390 | $894.3K | 0.68% | −845−11.7% | Reduced |
| Richmond Brothers, Inc. | 6,398 | $895.5K | 0.47% | +6,398 | New |
| Harbor Investment Advisory, LLC | 6,401 | $895.9K | 0.06% | +245+4.0% | Added |
| Compass Financial Management LLC | 6,531 | $898.0K | 0.11% | +6,531 | New |
| Stock Yards Bank & Trust Co | 6,420 | $898.5K | 0.03% | +16+0.2% | Added |
| Summit Financial Wealth Advisors, LLC | 6,421 | $898.7K | 0.11% | +733+12.9% | Added |
| SmartHarvest Portfolios, LLC | 6,424 | $899.1K | 0.29% | +1,482+30.0% | Added |
| West Family Investments, Inc. | 6,429 | $899.8K | 0.26% | +3,569+124.8% | Added |
| Marino, Stram & Associates LLC | 6,432 | $900.2K | 0.14% | −313−4.6% | Reduced |
| Shepherd Financial Partners LLC | 6,439 | $901.2K | 0.07% | +28+0.4% | Added |
| First National Bank | 6,475 | $906.2K | 0.36% | 00.0% | Unchanged |
| Sym Financial Corp | 6,480 | $906.9K | 0.07% | +624+10.7% | Added |
| Armis Advisers, LLC | 6,307 | $907.3K | 0.08% | +513+8.9% | Added |
| Brucke Financial, Inc. | 6,490 | $908.3K | 0.40% | −1,132−14.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,519 | $912.4K | 0.26% | +309+5.0% | Added |
| HCR Wealth Advisors | 6,555 | $917.6K | 0.08% | +397+6.4% | Added |
| Family Legacy, Inc. | 6,563 | $918.5K | 0.24% | +146+2.3% | Added |
| Cohen Investment Advisors LLC | 6,570 | $919.5K | 0.41% | −397−5.7% | Reduced |
| Capital Markets Trading UK LLP | 6,578 | $921.0K | 0.66% | +6,578 | New |
| Jackson Thornton Asset Management, LLC | 6,597 | $923.3K | 0.07% | +822+14.2% | Added |
| PCM Encore, LLC | 6,603 | $924.1K | 0.16% | −29−0.4% | Reduced |
| Bridgewater Advisors Inc. | 7,069 | $924.7K | 0.05% | +235+3.4% | Added |
| Bingham Private Wealth, LLC | 6,637 | $928.9K | 0.64% | −820−11.0% | Reduced |
| CVFG LLC | 6,653 | $931.2K | 0.10% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 6,670 | $934.0K | 0.61% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 7,963 | $935.4K | 0.28% | +1,777+28.7% | Added |
| LifePlan Financial, LLC | 6,692 | $936.6K | 0.66% | −1,023−13.3% | Reduced |
| 55 North Private Wealth, LLC | 6,697 | $937.4K | 0.18% | +1,204+21.9% | Added |
| Fiducient Advisors LLC | 6,701 | $937.9K | 0.13% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 6,716 | $939.9K | 0.26% | +10.0% | Added |
| Aviance Capital Partners, LLC | 6,727 | $941.6K | 0.10% | +201+3.1% | Added |
| Themes Management Co LLC | 6,787 | $949.9K | 0.63% | −1,898−21.9% | Reduced |
| WBI Investments | 6,795 | $951.0K | 0.24% | +6,795 | New |
| Compagnie Lombard Odier SCmA | 6,807 | $952.7K | 0.01% | +301+4.6% | Added |
| Brown, Lisle/Cummings, Inc. | 6,828 | $955.7K | 0.21% | +52+0.8% | Added |
| Kestra Investment Management, LLC | 6,831 | $956.0K | 0.02% | +4,474+189.8% | Added |
| Confluence Wealth Services, Inc. | 6,839 | $957.2K | 0.03% | +2,320+51.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,851 | $958.9K | 0.26% | +101+1.5% | Added |
| Proficio Capital Partners LLC | 6,860 | $960.1K | 0.03% | +6,860 | New |
| F/M Investments LLC | 6,862 | $960.4K | 0.05% | +3,646+113.4% | Added |
| Rossmore Private Capital | 6,866 | $961.0K | 0.08% | −2,700−28.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,868 | $961.2K | 0.06% | +502+7.9% | Added |
| TFR Capital, LLC. | 6,870 | $961.5K | 0.27% | +204+3.1% | Added |
| Certified Advisory Corp | 6,900 | $965.8K | 0.08% | +594+9.4% | Added |
| Angeles Wealth Management, LLC | 6,908 | $966.8K | 0.04% | +227+3.4% | Added |
| Founders Financial Alliance, LLC | 6,915 | $967.8K | 0.13% | +269+4.0% | Added |
| Elmwood Wealth Management, Inc. | 6,919 | $968.4K | 0.24% | +99+1.5% | Added |
| Hillsdale Investment Management Inc. | 6,930 | $969.9K | 0.02% | +6,270+950.0% | Added |
| Whalen Wealth Management Inc. | 6,956 | $973.6K | 0.44% | −211−2.9% | Reduced |
| SWS Partners | 6,960 | $974.1K | 0.21% | 00.0% | Unchanged |
| 1248 Management, LLC | 6,976 | $976.4K | 0.38% | 00.0% | Unchanged |
| Encore Global Management, LP | 7,000 | $979.7K | 0.96% | −6,750−49.1% | Reduced |
| Defiance ETFs, LLC | 7,006 | $981.8K | 0.01% | +1,061+17.8% | Added |
| Acorn Financial Advisory Services Inc | 7,019 | $982.3K | 0.13% | −133−1.9% | Reduced |
| Brave Asset Management Inc | 7,024 | $983.1K | 0.21% | −1,000−12.5% | Reduced |
| Global Trust Asset Management, LLC | 7,026 | $983.4K | 0.31% | +296+4.4% | Added |
| Beta Wealth Group, Inc. | 7,039 | $985.3K | 0.37% | +517+7.9% | Added |
| CFO4Life Group, LLC | 7,048 | $986.4K | 0.13% | +72+1.0% | Added |
| BDFS Capital LLC | 7,050 | $986.7K | 0.43% | −126−1.8% | Reduced |
| Flputnam Investment Management Co | 7,074 | $990.1K | 0.01% | +723+11.4% | Added |
| Sound View Wealth Advisors Group, LLC | 7,078 | $990.7K | 0.06% | −839−10.6% | Reduced |
| First PREMIER Bank | 7,086 | $992.0K | 0.16% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 7,093 | $992.7K | 0.45% | +48+0.7% | Added |
| Davis Investment Partners, LLC | 7,126 | $997.3K | 0.30% | +800+12.6% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,136 | $998.8K | 0.69% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 7,149 | $1.00M | 0.45% | +992+16.1% | Added |
| Alta Advisers Ltd | 7,164 | $1.00M | 0.23% | 00.0% | Unchanged |
| Embree Financial Group | 7,173 | $1.00M | 0.10% | +329+4.8% | Added |
| Schuylkill Financial LLC | 7,178 | $1.00M | 0.93% | +7,178 | New |
| Intrua Financial, LLC | 7,184 | $1.01M | 0.10% | −550−7.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,192 | $1.01M | 0.25% | 00.0% | Unchanged |
| Headlands Technologies LLC | 7,194 | $1.01M | 0.11% | −33,815−82.5% | Reduced |
| Chilton Capital Management LLC | 7,197 | $1.01M | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,216 | $1.01M | 0.30% | −376−5.0% | Reduced |
| Delta Asset Management LLC | 7,253 | $1.02M | 0.09% | −301−4.0% | Reduced |