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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 15,129 | $2.12M | 0.14% | −434−2.8% | Reduced |
| Daytona Street Capital LLC | 15,118 | $2.13M | 1.56% | 00.0% | Unchanged |
| Dakota Wealth Management | 15,232 | $2.13M | 0.04% | −778−4.9% | Reduced |
| Paragon Capital Management LLC | 15,302 | $2.14M | 0.99% | −152−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 15,333 | $2.15M | 0.14% | +177+1.2% | Added |
| Sargent Investment Group, LLC | 15,354 | $2.15M | 0.26% | +222+1.5% | Added |
| Generation Capital Management LLC | 15,520 | $2.17M | 1.33% | −195−1.2% | Reduced |
| Gsa Capital Partners LLP | 15,546 | $2.18M | 0.14% | −6,234−28.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,609 | $2.18M | 0.09% | −83−0.5% | Reduced |
| Bayesian Capital Management, LP | 15,700 | $2.20M | 1.41% | +6,891+78.2% | Added |
| Sentinus, LLC | 15,710 | $2.20M | 0.18% | +1,340+9.3% | Added |
| Kovack Advisors, Inc. | 15,748 | $2.21M | 0.11% | +3,248+26.0% | Added |
| Winthrop Capital Management, LLC | 15,772 | $2.21M | 0.53% | +58+0.4% | Added |
| 3Chopt Investment Partners, LLC | 15,863 | $2.22M | 0.42% | +15,863 | New |
| Moneta Group Investment Advisors LLC | 15,864 | $2.22M | 0.02% | +507+3.3% | Added |
| FORA Capital, LLC | 15,946 | $2.23M | 0.15% | +10,868+214.0% | Added |
| Legacy Capital Group California, Inc. | 15,985 | $2.24M | 0.67% | −4,107−20.4% | Reduced |
| Accurate Wealth Management, LLC | 15,896 | $2.24M | 0.21% | −2,540−13.8% | Reduced |
| Cigna Investments Inc | 16,000 | $2.24M | 0.29% | −594−3.6% | Reduced |
| Spire Wealth Management | 16,007 | $2.24M | 0.07% | −2,645−14.2% | Reduced |
| Waterfront Wealth Inc. | 15,949 | $2.25M | 0.35% | −21−0.1% | Reduced |
| Flywheel Private Wealth LLC | 16,100 | $2.25M | 1.11% | 00.0% | Unchanged |
| 111 Capital | 16,132 | $2.26M | 0.39% | +6,824+73.3% | Added |
| Machina Capital S.A.S. | 16,209 | $2.27M | 0.36% | +16,209 | New |
| Whittier Trust Co of Nevada Inc | 16,192 | $2.28M | 0.04% | −2,175−11.8% | Reduced |
| Cardinal Point Capital Management, ULC | 16,357 | $2.29M | 0.13% | −382−2.3% | Reduced |
| Citizens & Northern Corp | 16,391 | $2.29M | 0.52% | −235−1.4% | Reduced |
| Athena Wealth Management, LLC | 16,392 | $2.29M | 1.71% | −1,128−6.4% | Reduced |
| Melfa Wealth Management, LLC | 16,434 | $2.30M | 1.24% | −40.0% | Reduced |
| Hobbs Group Advisors, LLC | 16,443 | $2.30M | 0.61% | +319+2.0% | Added |
| Fulton Bank, N.A. | 16,457 | $2.30M | 0.07% | +4,204+34.3% | Added |
| Belpointe Asset Management LLC | 16,604 | $2.32M | 0.08% | −1,763−9.6% | Reduced |
| Ballentine Partners, LLC | 16,663 | $2.33M | 0.03% | −609−3.5% | Reduced |
| Arjuna Capital | 16,691 | $2.34M | 0.53% | −252−1.5% | Reduced |
| Aprio Wealth Management, LLC | 16,705 | $2.34M | 0.12% | +527+3.3% | Added |
| Bluebird Wealth Management LLC | 16,749 | $2.34M | 2.03% | −2,153−11.4% | Reduced |
| Avestar Capital, LLC | 16,751 | $2.34M | 0.14% | −309−1.8% | Reduced |
| Chapman Financial Group, LLC | 16,758 | $2.35M | 1.56% | −50−0.3% | Reduced |
| Breakwater Capital Group | 16,762 | $2.35M | 0.28% | −468−2.7% | Reduced |
| PVG Asset Management Corp | 16,821 | $2.35M | 1.36% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 16,833 | $2.36M | 0.12% | +1,331+8.6% | Added |
| Norden Group LLC | 16,953 | $2.37M | 0.19% | +449+2.7% | Added |
| Stableford Capital II LLC | 16,996 | $2.38M | 0.82% | −231−1.3% | Reduced |
| Independent Financial Group, LLC | 17,061 | $2.39M | 0.04% | +2,265+15.3% | Added |
| PMC FIG Opportunities LLC | 17,065 | $2.39M | 3.84% | −5,248−23.5% | Reduced |
| Williamson Legacy Group, LLC | 17,093 | $2.39M | 1.19% | +6,948+68.5% | Added |
| Thoroughbred Financial Services, LLC | 17,113 | $2.40M | 0.11% | −27−0.2% | Reduced |
| BlueCrest Capital Management Ltd | 17,164 | $2.40M | 0.10% | −252,440−93.6% | Reduced |
| E&G Advisors, LP | 17,170 | $2.40M | 0.46% | −10−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 17,178 | $2.40M | 0.10% | −4,116−19.3% | Reduced |
| RFG Advisory, LLC | 17,299 | $2.42M | 0.04% | −40−0.2% | Reduced |
| Itau Unibanco Holding S.A. | 17,300 | $2.42M | 0.05% | −1,111−6.0% | Reduced |
| Whittier Trust Co | 16,857 | $2.43M | 0.02% | +3,521+26.4% | Added |
| Consilium Wealth Advisory, LLC | 17,390 | $2.43M | 0.72% | −212−1.2% | Reduced |
| VCI Wealth Management LLC | 17,468 | $2.44M | 0.61% | +17,468 | New |
| Essex Financial Services, Inc. | 17,534 | $2.45M | 0.12% | −183−1.0% | Reduced |
| Fisher Funds Management LTD | 17,558 | $2.46M | 0.07% | +4,923+39.0% | Added |
| Ostrum Asset Management | 17,564 | $2.46M | 0.12% | −8,197−31.8% | Reduced |
| Deltec Asset Management LLC | 17,600 | $2.46M | 0.36% | −35,000−66.5% | Reduced |
| World Equity Group, Inc. | 17,679 | $2.47M | 0.55% | −9,045−33.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $2.48M | 1.32% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17,782 | $2.49M | 0.07% | −1,292−6.8% | Reduced |
| SummitTX Capital, L.P. | 17,800 | $2.49M | 0.07% | +10,310+137.7% | Added |
| Haverford Trust Co | 17,868 | $2.50M | 0.02% | +87+0.5% | Added |
| DV Trading LLC | 17,903 | $2.51M | 0.21% | +11,596+183.9% | Added |
| Round Rock Advisors, LLC | 17,988 | $2.52M | 0.32% | 00.0% | Unchanged |
| LRI Investments, LLC | 18,038 | $2.52M | 0.20% | +462+2.6% | Added |
| Jump Financial, LLC | 18,083 | $2.53M | 0.02% | −56,934−75.9% | Reduced |
| Syon Capital LLC | 18,104 | $2.53M | 0.11% | +1,220+7.2% | Added |
| United Bank | 18,120 | $2.54M | 0.77% | +2,036+12.7% | Added |
| KMG Fiduciary Partners, LLC | 18,204 | $2.55M | 0.24% | +6,071+50.0% | Added |
| Axxion S.A. | 18,331 | $2.57M | 0.18% | +18,331 | New |
| Verdence Capital Advisors LLC | 18,396 | $2.57M | 0.14% | +2,088+12.8% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 18,467 | $2.58M | 0.01% | −540−2.8% | Reduced |
| Matthew Goff Investment Advisor, LLC | 18,556 | $2.60M | 0.44% | −84−0.5% | Reduced |
| Choate Investment Advisors | 18,581 | $2.60M | 0.05% | +94+0.5% | Added |
| Qtron Investments LLC | 18,604 | $2.60M | 0.35% | +4,258+29.7% | Added |
| Ameritas Advisory Services, LLC | 18,617 | $2.61M | 0.05% | +3,073+19.8% | Added |
| Legacy Financial Advisors, Inc. | 18,681 | $2.61M | 0.32% | −384−2.0% | Reduced |
| Bridgefront Capital, LLC | 18,688 | $2.62M | 0.69% | +241+1.3% | Added |
| Pflug Koory, LLC | 18,714 | $2.62M | 1.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 18,718 | $2.62M | 0.10% | +119+0.6% | Added |
| SlateStone Wealth, LLC | 18,732 | $2.62M | 0.20% | +3,000+19.1% | Added |
| Fusion Capital, LLC | 18,758 | $2.63M | 0.61% | +386+2.1% | Added |
| Harbour Investments, Inc. | 18,806 | $2.63M | 0.04% | −198−1.0% | Reduced |
| R Squared Ltd | 18,911 | $2.65M | 1.39% | +4,492+31.2% | Added |
| LVW Advisors, LLC | 18,929 | $2.65M | 0.23% | +4,887+34.8% | Added |
| Ethos Capital Management, Inc. | 18,966 | $2.65M | 1.89% | +2,385+14.4% | Added |
| Bank of Hawaii | 18,967 | $2.65M | 0.13% | −560−2.9% | Reduced |
| Prosperity Consulting Group, LLC | 19,027 | $2.66M | 0.10% | +1,306+7.4% | Added |
| Landmark Wealth Management, LLC | 19,039 | $2.66M | 0.64% | +4,500+31.0% | Added |
| OpenArc Corporate Advisory, LLC | 19,099 | $2.67M | 0.03% | +1,406+7.9% | Added |
| Patton Fund Management, Inc. | 19,132 | $2.68M | 0.58% | −9,602−33.4% | Reduced |
| Klingman & Associates, LLC | 19,135 | $2.68M | 0.11% | +151+0.8% | Added |
| Benedict Financial Advisors Inc | 19,295 | $2.70M | 0.52% | −314−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 19,297 | $2.70M | 0.03% | +1,229+6.8% | Added |
| Jennison Associates LLC | 19,352 | $2.71M | 0.00% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 19,424 | $2.72M | 1.27% | −1,791−8.4% | Reduced |
| Benjamin Edwards Inc | 19,448 | $2.72M | 0.02% | +2,503+14.8% | Added |
| LM Advisors LLC | 19,353 | $2.73M | 0.31% | +17,172+787.3% | Added |