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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 19,472 | $2.73M | 0.04% | −2,630−11.9% | Reduced |
| CV Advisors LLC | 19,550 | $2.74M | 0.52% | +19,550 | New |
| Banque Transatlantique SA | 19,613 | $2.75M | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 19,649 | $2.75M | 0.23% | −5,774−22.7% | Reduced |
| Leavell Investment Management, Inc. | 19,770 | $2.77M | 0.10% | +1,904+10.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 19,886 | $2.78M | 0.15% | −1,487−7.0% | Reduced |
| Basswood Capital Management, L.L.C. | 19,920 | $2.79M | 0.12% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 19,929 | $2.79M | 0.34% | +2,915+17.1% | Added |
| Freestone Capital Holdings, LLC | 19,952 | $2.79M | 0.07% | −418−2.1% | Reduced |
| Crestwood Advisors Group LLC | 19,999 | $2.80M | 0.04% | +1,741+9.5% | Added |
| Hayek Kallen Investment Management | 20,037 | $2.80M | 0.85% | +605+3.1% | Added |
| Blue Capital, Inc. | 20,044 | $2.81M | 1.78% | +20,044 | New |
| Rothschild Investment LLC | 20,103 | $2.81M | 0.11% | +13,752+216.5% | Added |
| Greenleaf Trust | 20,205 | $2.83M | 0.03% | −15−0.1% | Reduced |
| DMKC Advisory Services, LLC | 20,232 | $2.83M | 0.53% | +94+0.5% | Added |
| Wright Investors Service Inc | 20,244 | $2.83M | 0.77% | +3,747+22.7% | Added |
| BOCHK Asset Management Ltd | 20,250 | $2.83M | 0.45% | +20,250 | New |
| Fortress Private Ledger, LLC | 20,278 | $2.84M | 0.78% | −797−3.8% | Reduced |
| Spirepoint Private Client, LLC | 20,316 | $2.84M | 0.23% | −531−2.5% | Reduced |
| AMG National Trust Bank | 20,412 | $2.86M | 0.06% | −62,894−75.5% | Reduced |
| Daymark Wealth Partners, LLC | 20,587 | $2.88M | 0.07% | +3,413+19.9% | Added |
| Acumen Wealth Advisors, LLC | 20,629 | $2.89M | 0.61% | +11,383+123.1% | Added |
| Ronald Blue Trust, Inc. | 20,653 | $2.89M | 0.03% | +1,860+9.9% | Added |
| CFS Investment Advisory Services, LLC | 20,661 | $2.89M | 0.19% | +65+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 20,826 | $2.91M | 0.17% | +506+2.5% | Added |
| Evolve Private Wealth, LLC | 20,839 | $2.92M | 0.18% | −3,413−14.1% | Reduced |
| Signaturefd, LLC | 20,891 | $2.92M | 0.04% | −306−1.4% | Reduced |
| Avantra Family Wealth, Inc. | 20,919 | $2.93M | 1.87% | −1,357−6.1% | Reduced |
| Central Trust Co | 20,953 | $2.93M | 0.05% | +1,449+7.4% | Added |
| Parsons Capital Management Inc | 20,956 | $2.93M | 0.13% | −6,063−22.4% | Reduced |
| Dark Forest Capital Management LP | 21,243 | $2.97M | 0.19% | +10,449+96.8% | Added |
| Spirit of America Management Corp | 21,250 | $2.97M | 0.56% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 21,275 | $2.98M | 1.59% | +21,275 | New |
| Dana Investment Advisors, Inc. | 21,357 | $2.99M | 0.08% | −122−0.6% | Reduced |
| White Pine Capital LLC | 21,420 | $3.00M | 0.71% | +83+0.4% | Added |
| Cambria Investment Management, L.P. | 21,704 | $3.04M | 0.15% | +5,082+30.6% | Added |
| Allen Wealth Management, LLC | 21,837 | $3.06M | 1.49% | −1,498−6.4% | Reduced |
| Premier Path Wealth Partners, LLC | 21,885 | $3.06M | 0.35% | +1,773+8.8% | Added |
| Regions Financial Corp | 21,915 | $3.07M | 0.02% | +1,225+5.9% | Added |
| American State Bank (Iowa) | 21,941 | $3.07M | 1.25% | +470+2.2% | Added |
| Advisors Management Group Inc | 22,079 | $3.09M | 0.51% | −130−0.6% | Reduced |
| Bangor Savings Bank | 22,097 | $3.09M | 0.23% | −511−2.3% | Reduced |
| Columbia Asset Management | 22,127 | $3.10M | 0.54% | −1,590−6.7% | Reduced |
| Cidel Asset Management Inc | 22,314 | $3.12M | 0.15% | −2,370−9.6% | Reduced |
| Jacobi Capital Management LLC | 22,422 | $3.14M | 0.15% | −226−1.0% | Reduced |
| Pittenger & Anderson Inc | 22,700 | $3.18M | 0.11% | +22,700 | New |
| Fifth Third Wealth Advisors LLC | 22,787 | $3.19M | 0.09% | +46+0.2% | Added |
| Intrust Bank NA | 22,803 | $3.19M | 0.24% | +122+0.5% | Added |
| GFS Advisors, LLC | 23,550 | $3.21M | 0.37% | +705+3.1% | Added |
| Gladstone Institutional Advisory LLC | 23,057 | $3.23M | 0.10% | +78+0.3% | Added |
| Parallel Advisors, LLC | 23,129 | $3.24M | 0.05% | −3,610−13.5% | Reduced |
| Mutual Advisors, LLC | 23,185 | $3.24M | 0.06% | +2,017+9.5% | Added |
| Chancellor Financial Group WB LP | 23,190 | $3.25M | 2.01% | −133−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 23,321 | $3.26M | 0.03% | −3,540−13.2% | Reduced |
| TCG Advisory Services, LLC | 23,379 | $3.27M | 0.06% | +1,143+5.1% | Added |
| Arete Wealth Advisors, LLC | 23,464 | $3.28M | 0.22% | +592+2.6% | Added |
| Ocean Capital Management, LLC | 23,485 | $3.29M | 0.61% | +43+0.2% | Added |
| Finivi Inc. | 23,604 | $3.30M | 1.69% | −1,727−6.8% | Reduced |
| Stonebridge Financial Group, LLC | 23,635 | $3.31M | 0.46% | +23,635 | New |
| Savvy Advisors, Inc. | 23,720 | $3.32M | 0.07% | +1,826+8.3% | Added |
| Mesirow Financial Investment Management, Inc. | 23,736 | $3.32M | 0.05% | +2,133+9.9% | Added |
| Caisse des Depots Et Consignations | 23,866 | $3.34M | 0.06% | 00.0% | Unchanged |
| Trust Asset Management LLC | 24,028 | $3.36M | 0.21% | −1,437−5.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,103 | $3.37M | 0.08% | −750−3.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,112 | $3.37M | 0.05% | +3,107+14.8% | Added |
| Jupiter Wealth Management LLC | 24,300 | $3.40M | 1.36% | +2,300+10.5% | Added |
| Smith, Salley & Associates | 24,395 | $3.41M | 0.15% | +24,395 | New |
| Altman Advisors, Inc. | 24,473 | $3.43M | 1.23% | −294−1.2% | Reduced |
| SBI Securities Co., Ltd. | 24,555 | $3.44M | 0.08% | −492−2.0% | Reduced |
| Evelyn Partners Group Ltd | 24,653 | $3.45M | 0.06% | +24,653 | New |
| Inscription Capital, LLC | 24,759 | $3.47M | 0.31% | +1,088+4.6% | Added |
| Uniplan Investment Counsel, Inc. | 24,884 | $3.48M | 0.33% | −496−2.0% | Reduced |
| Meridian Investment Counsel Inc. | 24,951 | $3.49M | 0.75% | −225−0.9% | Reduced |
| FIL Ltd | 24,984 | $3.50M | 0.00% | +8,332+50.0% | Added |
| Manske Wealth Management | 25,126 | $3.52M | 0.87% | −1,125−4.3% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 25,148 | $3.52M | 1.88% | +25,148 | New |
| Sumitomo Life Insurance Co | 25,161 | $3.52M | 0.06% | −1,455−5.5% | Reduced |
| Modern Wealth Management, LLC | 25,247 | $3.53M | 0.04% | −2,171−7.9% | Reduced |
| McDonald Partners LLC | 25,305 | $3.54M | 0.86% | −40,175−61.4% | Reduced |
| SWP Investment Management LLC | 25,393 | $3.55M | 2.45% | +960+3.9% | Added |
| Frec Markets, Inc. | 25,431 | $3.56M | 0.32% | +5,899+30.2% | Added |
| Gold Investment Management Ltd. | 25,440 | $3.56M | 0.97% | +50.0% | Added |
| GKV Capital Management Co., Inc. | 25,458 | $3.56M | 1.15% | +3,221+14.5% | Added |
| Kathmere Capital Management, LLC | 25,614 | $3.58M | 0.19% | +3,029+13.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,630 | $3.59M | 1.00% | 00.0% | Unchanged |
| Opal Capital LLC | 25,811 | $3.61M | 0.65% | +4,511+21.2% | Added |
| Storgate, LLC | 25,963 | $3.63M | 0.75% | +17,134+194.1% | Added |
| Commerzbank Aktiengesellschaft | 25,976 | $3.64M | 0.07% | −6,234−19.4% | Reduced |
| Guardian Partners Inc. | 26,000 | $3.64M | 0.33% | +26,000 | New |
| Connective Portfolio Management, LLC | 26,000 | $3.64M | 6.06% | +26,000 | New |
| Alerus Financial NA | 26,018 | $3.64M | 0.16% | −1,642−5.9% | Reduced |
| Axq Capital, LP | 26,215 | $3.67M | 0.40% | +10,036+62.0% | Added |
| apricus wealth, LLC | 26,250 | $3.67M | 1.75% | −14,740−36.0% | Reduced |
| Wedmont Private Capital | 26,112 | $3.68M | 0.10% | +803+3.2% | Added |
| Everett Harris & Co | 26,479 | $3.71M | 0.05% | −250−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 26,660 | $3.73M | 0.24% | −1,341−4.8% | Reduced |
| G&S Capital LLC | 26,711 | $3.74M | 1.09% | −475−1.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 26,793 | $3.75M | 0.44% | +23,499+713.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 26,923 | $3.77M | 0.56% | −11,431−29.8% | Reduced |
| Insight Inv LLC | 26,925 | $3.77M | 1.78% | −55−0.2% | Reduced |