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 |
|---|---|---|---|---|---|
| Myriad Asset Management US LP | 7,273 | $1.02M | 1.41% | +2,226+44.1% | Added |
| First Foundation Advisors | 7,281 | $1.02M | 0.04% | +749+11.5% | Added |
| Hexagon Capital Partners LLC | 7,290 | $1.02M | 0.14% | +18+0.2% | Added |
| PW Nova Financial Services LLC | 7,291 | $1.02M | 0.22% | −230−3.1% | Reduced |
| Umpqua Bank | 7,317 | $1.02M | 0.23% | +604+9.0% | Added |
| Dumont & Blake Investment Advisors LLC | 7,334 | $1.03M | 0.23% | −315−4.1% | Reduced |
| 626 Financial, LLC | 7,334 | $1.03M | 0.40% | −44−0.6% | Reduced |
| KCM Investment Advisors LLC | 7,338 | $1.03M | 0.03% | −117−1.6% | Reduced |
| Argentarii, LLC | 7,565 | $1.03M | 0.31% | +601+8.6% | Added |
| Sheets Smith Wealth Management | 7,345 | $1.03M | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,368 | $1.03M | 0.01% | −279−3.6% | Reduced |
| Quantbot Technologies LP | 7,374 | $1.03M | 0.04% | −29,837−80.2% | Reduced |
| TrueWealth Advisors, LLC | 7,387 | $1.03M | 0.23% | +162+2.2% | Added |
| Aviso Wealth Management | 7,390 | $1.03M | 0.41% | −26−0.4% | Reduced |
| SJS Investment Consulting Inc. | 7,427 | $1.04M | 0.11% | +281+3.9% | Added |
| Nilsine Partners, LLC | 7,437 | $1.04M | 0.07% | +512+7.4% | Added |
| SMART Wealth LLC | 7,448 | $1.04M | 0.22% | +7,448 | New |
| Thrive Wealth Management, LLC | 7,474 | $1.05M | 0.13% | −509−6.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,475 | $1.05M | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,488 | $1.05M | 0.23% | −186−2.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,530 | $1.05M | 0.04% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 7,532 | $1.05M | 0.64% | +371+5.2% | Added |
| JM2 Capital Inc. | 7,551 | $1.06M | 0.73% | +9+0.1% | Added |
| Childress Capital Advisors, LLC | 7,551 | $1.06M | 0.17% | −613−7.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,573 | $1.06M | 0.21% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 7,578 | $1.06M | 0.15% | +40+0.5% | Added |
| MBL Wealth, LLC | 7,585 | $1.06M | 0.07% | +110+1.5% | Added |
| Joel Isaacson & Co., LLC | 7,599 | $1.06M | 0.03% | −99−1.3% | Reduced |
| Next Level Private LLC | 7,600 | $1.06M | 0.21% | +50+0.7% | Added |
| NorthRock Partners, LLC | 7,616 | $1.07M | 0.02% | +1,186+18.4% | Added |
| Titleist Asset Management, LLC | 7,630 | $1.07M | 0.07% | +1,345+21.4% | Added |
| Catalyst Financial Partners LLC | 7,643 | $1.07M | 0.11% | +523+7.3% | Added |
| First City Capital Management, Inc. | 7,669 | $1.07M | 0.52% | 00.0% | Unchanged |
| US Asset Management LLC | 7,674 | $1.07M | 0.82% | +34+0.4% | Added |
| Jmac Enterprises LLC | 7,704 | $1.08M | 0.18% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7,710 | $1.08M | 0.07% | +12+0.2% | Added |
| Optas, LLC | 7,730 | $1.08M | 0.15% | +595+8.3% | Added |
| Total Wealth Planning & Management, Inc. | 7,733 | $1.08M | 0.78% | +740+10.6% | Added |
| Keel Point, LLC | 7,737 | $1.08M | 0.06% | −1,042−11.9% | Reduced |
| Empirical Asset Management, LLC | 7,798 | $1.09M | 0.25% | +5,793+288.9% | Added |
| Baron Financial Group, LLC | 7,809 | $1.09M | 0.52% | +2,109+37.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,813 | $1.09M | 0.03% | +3,805+94.9% | Added |
| Goldstone Financial Group, LLC | 7,826 | $1.10M | 0.10% | −51−0.6% | Reduced |
| Old North State Trust, LLC | 7,862 | $1.10M | 0.57% | +2,946+59.9% | Added |
| Investors Asset Management of Georgia Inc | 7,863 | $1.10M | 0.38% | +423+5.7% | Added |
| Aigen Investment Management, LP | 7,921 | $1.11M | 0.30% | −7,487−48.6% | Reduced |
| Westwood Holdings Group Inc. | 7,922 | $1.11M | 0.01% | +5,136+184.4% | Added |
| Proathlete Wealth Management LLC | 7,931 | $1.11M | 0.27% | −136−1.7% | Reduced |
| Indivisible Partners | 7,935 | $1.11M | 0.06% | +2,635+49.7% | Added |
| Chapin Davis, Inc. | 7,956 | $1.11M | 0.20% | −2,088−20.8% | Reduced |
| Birchbrook, Inc. | 7,975 | $1.12M | 0.52% | −7,968−50.0% | Reduced |
| BSW Wealth Partners | 7,996 | $1.12M | 0.12% | −21−0.3% | Reduced |
| Asset Planning,Inc | 8,070 | $1.13M | 0.73% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,102 | $1.13M | 0.10% | +36+0.4% | Added |
| Bank Hapoalim BM | 8,154 | $1.14M | 0.08% | +910+12.6% | Added |
| Resonant Capital Advisors, LLC | 8,227 | $1.15M | 0.06% | +416+5.3% | Added |
| Net Worth Advisory Group | 8,233 | $1.15M | 0.29% | +3,735+83.0% | Added |
| Manchester Capital Management LLC | 8,245 | $1.15M | 0.15% | −322−3.8% | Reduced |
| Catalytic Wealth RIA, LLC | 8,255 | $1.16M | 0.07% | −3,791−31.5% | Reduced |
| MCF Advisors LLC | 8,259 | $1.16M | 0.04% | +58+0.7% | Added |
| Dearborn Partners LLC | 8,260 | $1.16M | 0.07% | +44+0.5% | Added |
| Severin Investments, LLC | 8,261 | $1.16M | 0.87% | −1,196−12.6% | Reduced |
| Facet Wealth, Inc. | 8,267 | $1.16M | 0.02% | +2,109+34.2% | Added |
| Redwood Investment Management, LLC | 8,291 | $1.16M | 0.11% | −1,090−11.6% | Reduced |
| Deseret Mutual Benefit Administrators | 8,311 | $1.16M | 0.38% | −2,064−19.9% | Reduced |
| Advisor Resource Council | 8,102 | $1.17M | 0.39% | +283+3.6% | Added |
| Signal Advisors Wealth, LLC | 8,351 | $1.17M | 0.06% | +330+4.1% | Added |
| Heartland Bank & Trust Co | 8,393 | $1.17M | 0.24% | −157−1.8% | Reduced |
| Urban Wealth Management, LLC | 8,418 | $1.18M | 1.03% | −496−5.6% | Reduced |
| Beacon Financial Advisory LLC | 8,431 | $1.18M | 0.23% | −47−0.6% | Reduced |
| Massmutual Trust Co FSB | 8,447 | $1.18M | 0.03% | −36−0.4% | Reduced |
| Lecap Asset Management Ltd | 8,464 | $1.18M | 0.51% | −923−9.8% | Reduced |
| Power Wealth Management LLC | 8,479 | $1.19M | 0.41% | −2,249−21.0% | Reduced |
| LBMC Investment Advisors, LLC | 8,479 | $1.19M | 0.06% | −1,500−15.0% | Reduced |
| Wesbanco Bank Inc | 8,522 | $1.19M | 0.03% | −109−1.3% | Reduced |
| Marex Group plc | 8,524 | $1.19M | 0.01% | +1,004+13.4% | Added |
| Grant Private Wealth Management Inc | 8,531 | $1.19M | 0.50% | +1,918+29.0% | Added |
| VisionPoint Advisory Group, LLC | 8,543 | $1.20M | 0.20% | +198+2.4% | Added |
| Advus Financial Partners, LLC | 8,575 | $1.20M | 0.27% | −31−0.4% | Reduced |
| Marco Investment Management LLC | 8,579 | $1.20M | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,618 | $1.21M | 0.07% | +725+9.2% | Added |
| Powell Investment Advisors, LLC | 8,628 | $1.21M | 0.38% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 8,629 | $1.21M | 0.14% | −1,762−17.0% | Reduced |
| Carnegie Lake Advisors LLC | 8,663 | $1.21M | 0.45% | +225+2.7% | Added |
| Stephenson National Bank & Trust | 8,698 | $1.22M | 0.31% | +980+12.7% | Added |
| Quotient Wealth Partners, LLC | 8,700 | $1.22M | 0.03% | +94+1.1% | Added |
| Contravisory Investment Management, Inc. | 8,700 | $1.22M | 0.22% | +8,562+6,204.3% | Added |
| Solidarilty Wealth, LLC | 8,701 | $1.22M | 0.21% | −64,438−88.1% | Reduced |
| Everest Financial Group LLC | 8,720 | $1.22M | 0.17% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8,738 | $1.22M | 0.10% | −783−8.2% | Reduced |
| Arvest Investments, Inc. | 8,740 | $1.22M | 0.15% | −166−1.9% | Reduced |
| Anchor Investment Management, LLC | 8,748 | $1.22M | 0.09% | −97−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 8,790 | $1.23M | 0.13% | +6,255+246.7% | Added |
| Clark Capital Management Group, Inc. | 8,830 | $1.24M | 0.01% | +2,321+35.7% | Added |
| Parcion Private Wealth LLC | 8,830 | $1.24M | 0.07% | +1,029+13.2% | Added |
| Fox Run Management, L.L.C. | 8,842 | $1.24M | 0.21% | −15,462−63.6% | Reduced |
| Future Fund LLC | 8,903 | $1.25M | 0.36% | +114+1.3% | Added |
| Trust Point Inc. | 8,908 | $1.25M | 0.11% | −42−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 8,970 | $1.26M | 0.08% | +168+1.9% | Added |
| Colonial River Wealth Management, LLC | 9,007 | $1.26M | 0.36% | −3,260−26.6% | Reduced |