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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 26,940 | $3.77M | 1.25% | −1,218−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 26,944 | $3.77M | 0.09% | −49,222−64.6% | Reduced |
| J.W. Cole Advisors, Inc. | 26,954 | $3.77M | 0.06% | +26,954 | New |
| BankPlus Trust Department | 26,992 | $3.78M | 0.88% | +3,549+15.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 27,010 | $3.78M | 2.81% | +27,010 | New |
| Paradigm Financial Partners, LLC | 27,215 | $3.81M | 0.35% | +8,656+46.6% | Added |
| InTrack Investment Management Inc | 27,397 | $3.83M | 1.90% | −360−1.3% | Reduced |
| Capital Asset Advisory Services LLC | 27,549 | $3.86M | 0.14% | +818+3.1% | Added |
| Smartleaf Asset Management LLC | 27,097 | $3.86M | 0.13% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 27,641 | $3.87M | 1.34% | −4,000−12.6% | Reduced |
| Clough Capital Partners L P | 27,840 | $3.90M | 0.32% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27,872 | $3.90M | 0.19% | −1,845−6.2% | Reduced |
| Simplex Trading, LLC | 27,929 | $3.91M | 0.10% | +5,604+25.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28,021 | $3.92M | 0.59% | +677+2.5% | Added |
| Wealthspire Advisors, LLC | 28,039 | $3.92M | 0.02% | +15,001+115.1% | Added |
| Summit Global Investments | 28,065 | $3.93M | 0.21% | +14,428+105.8% | Added |
| Buckingham Strategic Partners | 28,104 | $3.93M | 0.03% | −7,956−22.1% | Reduced |
| HBW Advisory Services LLC | 28,104 | $3.93M | 0.36% | +65+0.2% | Added |
| IFP Advisors, Inc | 28,259 | $3.96M | 0.07% | −971−3.3% | Reduced |
| Palouse Capital Management, Inc. | 28,304 | $3.96M | 2.47% | −2,622−8.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 28,418 | $3.98M | 0.10% | +3,680+14.9% | Added |
| Hancock Whitney Corp | 28,510 | $3.99M | 0.07% | −2,462−7.9% | Reduced |
| Carret Asset Management, LLC | 28,617 | $4.01M | 0.35% | +1,986+7.5% | Added |
| Kennondale Capital Management LLC | 28,644 | $4.01M | 2.67% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 28,690 | $4.02M | 1.33% | −1,340−4.5% | Reduced |
| Pinnacle Holdings, LLC | 29,004 | $4.06M | 1.25% | −28−0.1% | Reduced |
| Wellington Shields & Co., LLC | 29,073 | $4.07M | 0.91% | −1,800−5.8% | Reduced |
| Summit Financial, LLC | 29,121 | $4.08M | 0.04% | +1,272+4.6% | Added |
| Aaron Wealth Advisors | 29,376 | $4.11M | 0.21% | +719+2.5% | Added |
| Mystic Asset Management, Inc. | 29,407 | $4.12M | 0.88% | −710−2.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 29,497 | $4.13M | 0.49% | +135+0.5% | Added |
| JB Capital LLC | 29,508 | $4.13M | 0.14% | +297+1.0% | Added |
| Snowden Capital Advisors LLC | 29,515 | $4.13M | 0.10% | −7,792−20.9% | Reduced |
| Sit Investment Associates Inc | 29,525 | $4.13M | 0.08% | −7,805−20.9% | Reduced |
| Generali Investments, Management Co LLC | 29,538 | $4.13M | 0.90% | +15,057+104.0% | Added |
| Legato Capital Management LLC | 29,554 | $4.14M | 0.34% | −8,425−22.2% | Reduced |
| YHB Investment Advisors, Inc. | 29,659 | $4.15M | 0.27% | +237+0.8% | Added |
| NewEdge Wealth, LLC | 29,836 | $4.18M | 0.04% | +772+2.7% | Added |
| Bokf, NA | 29,953 | $4.19M | 0.06% | +522+1.8% | Added |
| Peloton Wealth Strategists | 29,955 | $4.19M | 1.55% | +275+0.9% | Added |
| Meridian Wealth Management, LLC | 30,014 | $4.20M | 0.13% | +266+0.9% | Added |
| Talon Private Wealth, LLC | 30,179 | $4.22M | 0.49% | +235+0.8% | Added |
| Private Management Group Inc | 30,280 | $4.24M | 0.11% | 00.0% | Unchanged |
| YANKCOM Partnership | 30,316 | $4.24M | 1.52% | −100.0% | Reduced |
| Fiduciary Trust Co | 30,325 | $4.24M | 0.05% | +150+0.5% | Added |
| Sciencast Management LP | 30,386 | $4.25M | 0.88% | +30,386 | New |
| Insigneo Advisory Services, LLC | 30,520 | $4.27M | 0.16% | +4,769+18.5% | Added |
| Quadrant Capital Group LLC | 30,540 | $4.27M | 0.12% | +57+0.2% | Added |
| Salem Investment Counselors Inc | 30,590 | $4.28M | 0.11% | −62−0.2% | Reduced |
| Slagle Financial, LLC | 30,631 | $4.29M | 1.28% | +2,080+7.3% | Added |
| Paradigm Asset Management Co LLC | 30,800 | $4.31M | 0.92% | +11,200+57.1% | Added |
| Ramirez Asset Management, Inc. | 30,921 | $4.33M | 0.45% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 31,002 | $4.34M | 0.45% | +612+2.0% | Added |
| Round Hill Asset Management | 31,103 | $4.35M | 2.73% | −2,190−6.6% | Reduced |
| MONECO Advisors, LLC | 31,154 | $4.36M | 0.27% | +20,477+191.8% | Added |
| Prime Capital Investment Advisors, LLC | 31,245 | $4.37M | 0.04% | −5,032−13.9% | Reduced |
| Trust Co of Toledo NA | 31,257 | $4.37M | 0.36% | +3,848+14.0% | Added |
| Annex Advisory Services, LLC | 31,285 | $4.38M | 0.07% | −1,572−4.8% | Reduced |
| LGT Fund Management Co Ltd. | 31,467 | $4.40M | 0.18% | +2,287+7.8% | Added |
| Westbourne Investments, Inc. | 31,496 | $4.41M | 1.80% | +1,272+4.2% | Added |
| Chicago Partners Investment Group LLC | 33,434 | $4.41M | 0.09% | +6,730+25.2% | Added |
| Sagespring Wealth Partners, LLC | 31,790 | $4.45M | 0.07% | +669+2.1% | Added |
| ProVise Management Group, LLC | 31,859 | $4.46M | 0.30% | −115,326−78.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 31,869 | $4.46M | 1.35% | +209+0.7% | Added |
| Northern Oak Wealth Management Inc | 31,941 | $4.47M | 0.51% | −2,202−6.4% | Reduced |
| National Asset Management, Inc. | 31,436 | $4.48M | 0.24% | −260−0.8% | Reduced |
| Alps Advisors Inc | 32,128 | $4.50M | 0.02% | +32,128 | New |
| Pallas Capital Advisors LLC | 32,155 | $4.50M | 0.14% | +1,453+4.7% | Added |
| Bank & Trust Co | 32,263 | $4.52M | 2.85% | −65−0.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 32,695 | $4.58M | 2.11% | 00.0% | Unchanged |
| Galaxy Digital Capital Management GP LLC | 32,739 | $4.58M | 2.75% | +32,739 | New |
| Huntington National Bank | 33,061 | $4.63M | 0.02% | +4,139+14.3% | Added |
| PFG Investments, LLC | 33,084 | $4.63M | 0.18% | +475+1.5% | Added |
| Collar Capital Management, LLC | 33,120 | $4.64M | 2.73% | −1,895−5.4% | Reduced |
| PEAK6 LLC | 33,165 | $4.64M | 0.11% | +7,925+31.4% | Added |
| Meiji Yasuda Life Insurance Co | 33,364 | $4.67M | 0.15% | −3,427−9.3% | Reduced |
| Ironwood Investment Management LLC | 33,462 | $4.68M | 1.62% | −2,100−5.9% | Reduced |
| Krilogy Financial LLC | 33,784 | $4.73M | 0.14% | +1,568+4.9% | Added |
| Vestcor Inc | 34,300 | $4.80M | 0.12% | −2,591−7.0% | Reduced |
| Blue Edge Capital, LLC | 34,376 | $4.81M | 0.58% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 36,197 | $4.82M | 0.08% | −1,363−3.6% | Reduced |
| Diversify Advisory Services, LLC | 36,197 | $4.82M | 0.08% | +17,982+98.7% | Added |
| Chicago Trust Co NA | 34,632 | $4.85M | 0.70% | −2,664−7.1% | Reduced |
| Agp Franklin, LLC | 34,658 | $4.85M | 2.10% | −252−0.7% | Reduced |
| Processus Wealth & Capital Management, LLC | 34,711 | $4.86M | 2.88% | −2,134−5.8% | Reduced |
| Winch Advisory Services, LLC | 34,938 | $4.89M | 1.02% | −1,217−3.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 35,168 | $4.92M | 1.71% | −980−2.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 35,264 | $4.94M | 0.81% | −9,798−21.7% | Reduced |
| Spears Abacus Advisors LLC | 35,378 | $4.95M | 0.09% | −630−1.7% | Reduced |
| Rayburn West Financial Services LLC | 35,381 | $4.95M | 2.73% | −29−0.1% | Reduced |
| Equitable Trust Co | 35,504 | $4.97M | 0.21% | −79−0.2% | Reduced |
| Castlekeep Investment Advisors LLC | 35,579 | $4.98M | 2.49% | +130+0.4% | Added |
| Clearstead Advisors, LLC | 35,956 | $5.03M | 0.05% | −20,408−36.2% | Reduced |
| Northwest & Ethical Investments L.P. | 35,910 | $5.03M | 0.12% | −27,620−43.5% | Reduced |
| DCF Advisers, LLC | 36,000 | $5.04M | 1.32% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 36,160 | $5.06M | 1.50% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 36,170 | $5.06M | 0.02% | −160.0% | Reduced |
| Pacitti Group Inc. | 36,258 | $5.07M | 1.61% | +3,293+10.0% | Added |
| Tema ETFs LLC | 36,447 | $5.10M | 0.16% | +3,480+10.6% | Added |
| Stratos Wealth Partners, LTD. | 36,501 | $5.11M | 0.05% | +9,081+33.1% | Added |