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 |
|---|---|---|---|---|---|
| Allied Private Wealth LLC | 11,788 | $1.62M | 1.04% | +11,788 | New |
| Waddell & Associates, LLC | 11,591 | $1.62M | 0.08% | +1,810+18.5% | Added |
| Washington Trust Bank | 11,595 | $1.62M | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 11,644 | $1.63M | 0.05% | −407−3.4% | Reduced |
| Wealth Effects LLC | 11,665 | $1.63M | 0.44% | −115−1.0% | Reduced |
| Tower Trust & Investment Co | 11,715 | $1.64M | 0.99% | −109−0.9% | Reduced |
| Calamos Wealth Management LLC | 11,724 | $1.64M | 0.05% | +89+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,734 | $1.64M | 0.06% | −1,300−10.0% | Reduced |
| Navellier & Associates Inc | 11,757 | $1.65M | 0.13% | +3,278+38.7% | Added |
| Flagship Harbor Advisors, LLC | 11,804 | $1.65M | 0.06% | +947+8.7% | Added |
| Ethos Financial Group, LLC | 13,090 | $1.66M | 0.11% | +6,834+109.2% | Added |
| Eagle Global Advisors LLC | 11,950 | $1.67M | 0.06% | +300+2.6% | Added |
| KPP Advisory Services LLC | 11,963 | $1.67M | 0.21% | −1,717−12.6% | Reduced |
| Concord Asset Management, LLC | 12,020 | $1.68M | 0.26% | −296−2.4% | Reduced |
| Csenge Advisory Group | 12,039 | $1.68M | 0.07% | +2,783+30.1% | Added |
| Riverbend Wealth Management, LLC | 12,057 | $1.69M | 0.86% | +163+1.4% | Added |
| RMB Capital Management, LLC | 12,068 | $1.69M | 0.03% | −221−1.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 12,091 | $1.69M | 0.34% | +2,217+22.5% | Added |
| Cramer Rosenthal McGlynn LLC | 12,139 | $1.70M | 0.09% | −3,972−24.7% | Reduced |
| Sowell Financial Services LLC | 12,167 | $1.70M | 0.06% | +66+0.5% | Added |
| Western Wealth Management, LLC | 12,279 | $1.72M | 0.06% | −214−1.7% | Reduced |
| Private Trust Co NA | 12,365 | $1.73M | 0.14% | −600−4.6% | Reduced |
| RMR Wealth Builders | 12,409 | $1.74M | 0.11% | +327+2.7% | Added |
| Mission Wealth Management, LP | 12,447 | $1.74M | 0.02% | +6,903+124.5% | Added |
| Birmingham Capital Management Co Inc | 12,500 | $1.75M | 0.67% | 00.0% | Unchanged |
| Wealth Alliance | 12,511 | $1.75M | 0.15% | +4,052+47.9% | Added |
| Carson Advisory Inc. | 12,566 | $1.76M | 0.81% | −159−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 12,568 | $1.76M | 0.03% | −4,764−27.5% | Reduced |
| Frank, Rimerman Advisors LLC | 12,659 | $1.77M | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 12,676 | $1.77M | 0.10% | +12,676 | New |
| Berkeley Capital Partners, LLC | 12,742 | $1.78M | 0.37% | −1,922−13.1% | Reduced |
| Waterloo Capital, L.P. | 12,757 | $1.79M | 0.10% | +223+1.8% | Added |
| Darwin Advisors, LLC | 12,848 | $1.80M | 0.49% | +12,686+7,830.9% | Added |
| HBK Sorce Advisory LLC | 13,134 | $1.81M | 0.04% | +60.0% | Added |
| Michels Family Financial, LLC | 13,037 | $1.82M | 1.17% | −198−1.5% | Reduced |
| Legacy Bridge, LLC | 13,064 | $1.83M | 0.56% | −230−1.7% | Reduced |
| Moors & Cabot, Inc. | 13,069 | $1.83M | 0.07% | −288−2.2% | Reduced |
| XTX Topco Ltd | 13,069 | $1.83M | 0.02% | −161,449−92.5% | Reduced |
| Kennedy Investment Group | 13,105 | $1.83M | 0.62% | +2,855+27.9% | Added |
| Edgestream Partners, L.P. | 13,224 | $1.85M | 0.05% | −1,541−10.4% | Reduced |
| SageView Advisory Group, LLC | 13,276 | $1.86M | 0.06% | +846+6.8% | Added |
| Pinnbrook Capital Management LP | 13,300 | $1.86M | 0.31% | +13,300 | New |
| Focused Alpha, LLC | 13,321 | $1.86M | 0.48% | −9,788−42.4% | Reduced |
| Grimes & Company, Inc. | 13,391 | $1.87M | 0.04% | +1,545+13.0% | Added |
| Citizens National Bank Trust Department | 13,393 | $1.87M | 0.28% | −105−0.8% | Reduced |
| Eagle Strategies LLC | 13,417 | $1.88M | 0.19% | +224+1.7% | Added |
| Sivia Capital Partners, LLC | 13,424 | $1.88M | 0.23% | +10,041+296.8% | Added |
| Integrated Quantitative Investments LLC | 13,442 | $1.88M | 0.31% | −7,349−35.3% | Reduced |
| Change Path, LLC | 13,447 | $1.88M | 0.04% | −1,543−10.3% | Reduced |
| New England Research & Management, Inc. | 13,452 | $1.88M | 0.73% | −1,775−11.7% | Reduced |
| Smithbridge Asset Management Inc | 13,461 | $1.88M | 0.26% | −2,596−16.2% | Reduced |
| Versant Capital Management, Inc | 13,464 | $1.88M | 0.17% | −264−1.9% | Reduced |
| ING Groep NV | 13,471 | $1.89M | 0.01% | −154,668−92.0% | Reduced |
| Apella Capital, LLC | 13,411 | $1.89M | 0.03% | +291+2.2% | Added |
| Integrity Alliance, LLC. | 13,489 | $1.89M | 0.06% | +8,076+149.2% | Added |
| DKRT Investments Corp. | 13,500 | $1.89M | 0.46% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,517 | $1.89M | 0.16% | +24+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 13,539 | $1.89M | 0.09% | −53−0.4% | Reduced |
| Buckley Wealth Management, LLC | 13,545 | $1.90M | 0.47% | −3,769−21.8% | Reduced |
| Wellington Grp LLC | 13,560 | $1.90M | 0.50% | +1,200+9.7% | Added |
| Clarus Wealth Advisors | 13,858 | $1.90M | 0.73% | −547−3.8% | Reduced |
| Arvest Bank Trust Division | 13,721 | $1.92M | 0.09% | −688−4.8% | Reduced |
| Prasad Wealth Partners, LLC | 13,722 | $1.92M | 0.46% | −15−0.1% | Reduced |
| Caxton Associates LLP | 13,738 | $1.92M | 0.04% | −6,010−30.4% | Reduced |
| EverSource Wealth Advisors, LLC | 13,767 | $1.93M | 0.07% | −2,120−13.3% | Reduced |
| Sterling Investment Counsel, LLC | 13,861 | $1.94M | 0.46% | +242+1.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,879 | $1.94M | 0.03% | +13,879 | New |
| Portside Wealth Group, LLC | 13,883 | $1.94M | 0.23% | +419+3.1% | Added |
| Oak Thistle LLC | 13,987 | $1.96M | 0.19% | +13,987 | New |
| Fidelis Capital Partners, LLC | 14,008 | $1.96M | 0.11% | +740+5.6% | Added |
| Personal Cfo Solutions, LLC | 14,027 | $1.96M | 0.28% | +58+0.4% | Added |
| Bull Harbor Capital LLC | 14,074 | $1.97M | 0.38% | +1,427+11.3% | Added |
| CX Institutional | 14,139 | $1.98M | 0.06% | +60+0.4% | Added |
| MWA Asset Management | 14,166 | $1.98M | 0.90% | −83−0.6% | Reduced |
| Concord Wealth Partners | 14,187 | $1.99M | 0.23% | −274−1.9% | Reduced |
| Affinity Investment Advisors, LLC | 14,209 | $1.99M | 1.01% | +7,116+100.3% | Added |
| Longfellow Investment Management Co LLC | 14,317 | $2.00M | 0.41% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,318 | $2.00M | 0.05% | −198−1.4% | Reduced |
| Matrix Trust Co | 14,350 | $2.01M | 0.29% | −4,832−25.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 14,353 | $2.01M | 0.49% | −412−2.8% | Reduced |
| Independence Bank of Kentucky | 14,427 | $2.02M | 0.23% | −1,953−11.9% | Reduced |
| Venturi Wealth Management, LLC | 14,450 | $2.02M | 0.08% | +26+0.2% | Added |
| Brian Low Financial Group, LLC | 14,455 | $2.02M | 1.18% | +1,110+8.3% | Added |
| BDF-Gestion | 45,407 | $2.03M | 0.61% | −5,105−10.1% | Reduced |
| Owen LaRue, LLC | 14,530 | $2.03M | 0.71% | +1,500+11.5% | Added |
| First Citizens Bank & Trust Co | 14,612 | $2.05M | 0.03% | +165+1.1% | Added |
| Connable Office Inc | 14,746 | $2.06M | 0.18% | +36+0.2% | Added |
| Excalibur Management Corp | 14,765 | $2.07M | 0.68% | +40.0% | Added |
| Wall Street Access Asset Management, LLC | 14,772 | $2.07M | 0.29% | +7,639+107.1% | Added |
| First Commonwealth Financial Corp | 14,829 | $2.08M | 0.29% | −305−2.0% | Reduced |
| Widmann Financial Services, Inc. | 14,911 | $2.09M | 1.12% | −277−1.8% | Reduced |
| NVWM, LLC | 14,949 | $2.09M | 0.42% | +437+3.0% | Added |
| Somerset Trust Co | 14,955 | $2.09M | 0.59% | +82+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 14,956 | $2.09M | 0.05% | −288−1.9% | Reduced |
| Shrier Wealth Management, LLC | 14,959 | $2.09M | 0.71% | −18−0.1% | Reduced |
| Boyar Asset Management Inc. | 14,997 | $2.10M | 1.20% | +266+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,000 | $2.10M | 0.84% | +500+3.4% | Added |
| Profund Advisors LLC | 15,047 | $2.11M | 0.06% | −902−5.7% | Reduced |
| Institute for Wealth Management, LLC. | 15,061 | $2.11M | 0.19% | −1,959−11.5% | Reduced |
| Harvest Fund Management Co., Ltd | 15,121 | $2.12M | 0.07% | 00.0% | Unchanged |