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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 9,054 | $1.27M | 0.03% | +2,670+41.8% | Added |
| Toth Financial Advisory Corp | 9,056 | $1.27M | 0.12% | +8,341+1,166.6% | Added |
| Oxford Wealth Group, LLC | 9,057 | $1.27M | 0.57% | −781−7.9% | Reduced |
| Guardian Investment Management | 9,095 | $1.27M | 0.87% | +20+0.2% | Added |
| Ofc Financial Planning, LLC | 9,142 | $1.28M | 1.14% | +21+0.2% | Added |
| United Community Bank | 9,146 | $1.28M | 0.40% | +109+1.2% | Added |
| Clear Street Markets LLC | 9,160 | $1.28M | 0.25% | +2,473+37.0% | Added |
| CSS LLC | 9,208 | $1.29M | 0.06% | −4,000−30.3% | Reduced |
| Sippican Capital Advisors | 9,215 | $1.29M | 0.79% | −1,641−15.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,225 | $1.29M | 0.11% | −482−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 9,244 | $1.29M | 0.14% | −5,515−37.4% | Reduced |
| Herold Advisors, Inc. | 9,285 | $1.30M | 0.26% | +124+1.4% | Added |
| Harmony Asset Management LLC | 9,341 | $1.31M | 0.35% | −9−0.1% | Reduced |
| LVZ Advisors, Inc. | 9,380 | $1.31M | 0.13% | −1,217−11.5% | Reduced |
| Alteri Wealth LLC | 9,425 | $1.32M | 0.36% | −153−1.6% | Reduced |
| Visionary Wealth Advisors | 9,442 | $1.32M | 0.05% | +477+5.3% | Added |
| Black Swift Group, LLC | 9,500 | $1.33M | 0.19% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 9,511 | $1.33M | 0.23% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 9,519 | $1.33M | 0.41% | +9,519 | New |
| denkapparat Operations GmbH | 9,554 | $1.34M | 0.44% | +9,554 | New |
| AdvisorNet Financial, Inc | 9,561 | $1.34M | 0.06% | +630+7.1% | Added |
| Morris Retirement Advisors, LLC | 9,580 | $1.34M | 0.49% | +7,393+338.0% | Added |
| Invst, LLC | 9,601 | $1.34M | 0.13% | +80+0.8% | Added |
| Game Creek Capital, LP | 9,625 | $1.35M | 0.58% | −12,225−55.9% | Reduced |
| Traub Capital Management LLC | 9,658 | $1.35M | 1.21% | −1,191−11.0% | Reduced |
| Gleason Group, Inc. | 9,664 | $1.35M | 0.12% | +180+1.9% | Added |
| AlTi Global, Inc. | 9,768 | $1.37M | 0.03% | +484+5.2% | Added |
| Cabot Wealth Management Inc | 9,773 | $1.37M | 0.14% | +46+0.5% | Added |
| Dynamic Advisor Solutions LLC | 9,786 | $1.37M | 0.04% | +34+0.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,817 | $1.37M | 0.49% | −393−3.8% | Reduced |
| Westside Investment Management, Inc. | 9,824 | $1.37M | 0.18% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,903 | $1.39M | 0.10% | +6,870+226.5% | Added |
| L2 Asset Management, LLC | 9,919 | $1.39M | 0.14% | −303−3.0% | Reduced |
| Meyer Handelman Co | 9,925 | $1.39M | 0.04% | −300−2.9% | Reduced |
| Quent Capital, LLC | 9,935 | $1.39M | 0.09% | −1,391−12.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,948 | $1.39M | 0.67% | −2,000−16.7% | Reduced |
| Par Capital Management Inc | 10,000 | $1.40M | 0.03% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 10,080 | $1.41M | 0.12% | +10,080 | New |
| Tevis Investment Management | 10,084 | $1.41M | 0.77% | −4,548−31.1% | Reduced |
| Royal Fund Management, LLC | 10,156 | $1.42M | 0.12% | −301−2.9% | Reduced |
| Concentric Capital Strategies, LP | 10,189 | $1.43M | 0.09% | +1,349+15.3% | Added |
| Pure Financial Advisors, Inc. | 10,242 | $1.43M | 0.02% | +1,549+17.8% | Added |
| Field & Main Bank | 10,293 | $1.44M | 0.30% | −200−1.9% | Reduced |
| Triangle Securities Wealth Management | 10,294 | $1.44M | 0.29% | −133−1.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,300 | $1.44M | 0.10% | +10,300 | New |
| 71 West Capital Partners | 10,339 | $1.45M | 0.05% | +3,779+57.6% | Added |
| Centaurus Financial, Inc. | 10,351 | $1.45M | 0.06% | +1,897+22.4% | Added |
| Nwam LLC | 10,364 | $1.45M | 0.07% | +1,154+12.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 10,250 | $1.45M | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 11,063 | $1.46M | 0.30% | −1,267−10.3% | Reduced |
| Lazari Capital Management, Inc. | 10,419 | $1.46M | 0.45% | −285−2.7% | Reduced |
| Leonteq Securities AG | 10,449 | $1.46M | 0.09% | −116,650−91.8% | Reduced |
| BKM Wealth Management, LLC | 10,499 | $1.47M | 0.52% | −238−2.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.47M | 0.34% | 00.0% | Unchanged |
| McMillan Office, Inc. | 10,504 | $1.47M | 0.17% | −115−1.1% | Reduced |
| Hollencrest Capital Management | 10,513 | $1.47M | 0.10% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 10,589 | $1.48M | 0.11% | +1,343+14.5% | Added |
| Umb Bank N A | 10,592 | $1.48M | 0.02% | −2,227−17.4% | Reduced |
| Vega Investment Solutions | 10,600 | $1.48M | 0.21% | +5,460+106.2% | Added |
| Continuum Advisory, LLC | 10,624 | $1.49M | 0.12% | +1,726+19.4% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 10,632 | $1.49M | 0.62% | −2,150−16.8% | Reduced |
| Boston Private Wealth LLC | 10,636 | $1.49M | 0.09% | −1,688−13.7% | Reduced |
| Seelaus Asset Management LLC | 10,664 | $1.49M | 1.05% | −2,736−20.4% | Reduced |
| DRW Securities, LLC | 10,717 | $1.50M | 0.09% | −3,949−26.9% | Reduced |
| Quadcap Wealth Management, LLC | 10,746 | $1.50M | 0.15% | +368+3.5% | Added |
| Mather Group, LLC. | 10,760 | $1.51M | 0.01% | +2,559+31.2% | Added |
| WSFS Capital Management, LLC | 10,776 | $1.51M | 0.07% | −32−0.3% | Reduced |
| Asset Dedication, LLC | 10,811 | $1.51M | 0.10% | −282−2.5% | Reduced |
| Parkside Financial Bank & Trust | 10,812 | $1.51M | 0.10% | −97−0.9% | Reduced |
| Rehmann Capital Advisory Group | 10,827 | $1.52M | 0.07% | +2,738+33.8% | Added |
| Shelton Wealth Management, LLC | 10,858 | $1.52M | 0.60% | −1,897−14.9% | Reduced |
| Baader Bank INC | 10,875 | $1.52M | 0.12% | −862−7.3% | Reduced |
| Diversified Enterprises, LLC | 10,888 | $1.52M | 0.07% | +2,955+37.2% | Added |
| Gateway Investment Advisers LLC | 10,890 | $1.52M | 0.02% | −161−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,939 | $1.53M | 0.39% | −1,176−9.7% | Reduced |
| Fort Sheridan Advisors LLC | 10,960 | $1.53M | 0.17% | −954−8.0% | Reduced |
| VELA Investment Management, LLC | 10,996 | $1.54M | 0.38% | −3,101−22.0% | Reduced |
| Schnieders Capital Management, LLC. | 11,012 | $1.54M | 0.20% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 11,013 | $1.54M | 1.03% | −254−2.3% | Reduced |
| North Star Investment Management Corp. | 11,040 | $1.55M | 0.08% | +554+5.3% | Added |
| Bridges Investment Management Inc | 11,054 | $1.55M | 0.02% | +2,436+28.3% | Added |
| Secured Retirement Advisors, LLC | 11,054 | $1.55M | 0.79% | −7,767−41.3% | Reduced |
| Portfolio Design Labs, LLC | 11,088 | $1.55M | 0.25% | −33−0.3% | Reduced |
| Xxi Wealth, LLC | 11,099 | $1.55M | 0.71% | −877−7.3% | Reduced |
| Johnson Investment Counsel Inc | 11,113 | $1.56M | 0.01% | −44−0.4% | Reduced |
| Hickory Point Bank & Trust | 11,138 | $1.56M | 0.95% | −1,075−8.8% | Reduced |
| Cito Capital Group, LLC | 11,151 | $1.56M | 0.42% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,208 | $1.57M | 0.10% | +423+3.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,234 | $1.57M | 0.02% | +4,350+63.2% | Added |
| Axecap Investments, LLC | 11,289 | $1.58M | 0.87% | −18,873−62.6% | Reduced |
| Kera Capital Partners, Inc. | 11,295 | $1.58M | 0.15% | +749+7.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,298 | $1.58M | 0.04% | −45,561−80.1% | Reduced |
| Group One Trading, L.P. | 11,366 | $1.59M | 0.05% | −82,009−87.8% | Reduced |
| IKE Capital, LLC | 11,406 | $1.60M | 0.84% | −1,760−13.4% | Reduced |
| Venture Visionary Partners LLC | 11,435 | $1.60M | 0.04% | −260−2.2% | Reduced |
| VestGen Advisors, LLC | 11,442 | $1.60M | 0.05% | −1,652−12.6% | Reduced |
| Grandview Asset Management LLC | 11,482 | $1.60M | 0.40% | +12+0.1% | Added |
| Philadelphia Trust Co | 11,496 | $1.61M | 0.10% | −301−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 11,498 | $1.61M | 0.17% | +276+2.5% | Added |
| Edmp, Inc. | 11,510 | $1.61M | 1.30% | −1,916−14.3% | Reduced |