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; 2,643 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
- 2,643
- +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
- 989 more reduced
36 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 | 2,643 | $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 |
|---|---|---|---|---|---|
| Commonwealth Retirement Investments LLC | 114 | $15.9K | 0.00% | +114 | New |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $16.2K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 118 | $16.6K | 0.01% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 126 | $16.7K | 0.00% | +126 | New |
| LifeSteps Financial, Inc. | 121 | $16.9K | 0.01% | +121 | New |
| Investors Portfolio Services LLC | 123 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 123 | $17.2K | 0.00% | +30+32.3% | Added |
| Reyes Financial Architecture, Inc. | 125 | $17.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 126 | $17.6K | 0.00% | +126 | New |
| Center for Financial Planning, Inc. | 136 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 138 | $19.3K | 0.01% | −1−0.7% | Reduced |
| Horizon Financial Services, LLC | 139 | $19.5K | 0.01% | +139 | New |
| Gill Capital Partners, LLC | 140 | $19.6K | 0.01% | −585−80.7% | Reduced |
| Richardson Capital Management LLC | 140 | $19.6K | 0.01% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 144 | $20.2K | 0.00% | +144 | New |
| Retirement Wealth Solutions LLC | 147 | $20.6K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 149 | $20.8K | 0.02% | +149 | New |
| Cherry Tree Wealth Management, LLC | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 150 | $21.0K | 0.01% | +150 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 153 | $21.4K | 0.01% | +38+33.0% | Added |
| Vision Retirement, LLC | 153 | $21.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 154 | $21.5K | 0.00% | +9+6.2% | Added |
| Buck Wealth Strategies, LLC | 157 | $22.0K | 0.00% | +157 | New |
| StrongBox Wealth, LLC | 161 | $22.5K | 0.01% | +161 | New |
| Evolution Wealth Management Inc. | 169 | $23.6K | 0.01% | +17+11.2% | Added |
| Centerpoint Advisors, LLC | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 172 | $24.1K | 0.01% | +172 | New |
| Tompkins Financial Corp | 177 | $24.8K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 179 | $25.1K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 179 | $25.1K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 182 | $25.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 182 | $25.5K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 183 | $25.6K | 0.02% | −3−1.6% | Reduced |
| United Financial Planning Group LLC | 186 | $26.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 186 | $26.0K | 0.00% | +169+994.1% | Added |
| Hurley Capital, LLC | 187 | $26.1K | 0.01% | +1+0.5% | Added |
| South Plains Financial, Inc. | 187 | $26.2K | 0.01% | −25−11.8% | Reduced |
| Fairman Group, LLC | 188 | $26.2K | 0.02% | +1+0.5% | Added |
| Valley National Advisers Inc | 190 | $26.6K | 0.00% | +26+15.9% | Added |
| Paladin Partners, LLC | 191 | $26.7K | 0.02% | −200−51.2% | Reduced |
| Keb Asset Management, LLC | 191 | $26.7K | 0.00% | +191 | New |
| Planning Strategies Inc. | 191 | $26.7K | 0.02% | +191 | New |
| Principia Wealth Advisory, LLC | 194 | $27.2K | 0.01% | +71+57.7% | Added |
| Centennial Bank | 195 | $27.3K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 195 | $27.3K | 0.03% | +195 | New |
| Entrust Financial LLC | 197 | $27.6K | 0.02% | −18−8.4% | Reduced |
| Broadwater Capital Management LLC | 200 | $28.0K | 0.02% | +200 | New |
| 10Elms LLP | 201 | $28.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 203 | $28.5K | 0.00% | −34−14.3% | Reduced |
| Pin Oak Investment Advisors Inc | 206 | $29.0K | 0.02% | +14+7.3% | Added |
| McGuire Capital Advisors Inc | 211 | $29.5K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 217 | $30.3K | 0.01% | +80+58.4% | Added |
| Colonial Trust Advisors | 221 | $30.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 231 | $32.4K | 0.01% | +24+11.6% | Added |
| Penserra Capital Management LLC | 246 | $33.0K | 0.00% | +3+1.2% | Added |
| TD Capital Management LLC | 240 | $33.6K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 242 | $33.9K | 0.01% | +2+0.8% | Added |
| New England Capital Financial Advisors LLC | 252 | $35.3K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 255 | $35.7K | 0.02% | +1+0.4% | Added |
| Sachetta, LLC | 263 | $36.8K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 265 | $37.1K | 0.00% | −42−13.7% | Reduced |
| Fulcrum Asset Management LLP | 262 | $37.3K | 0.00% | +262 | New |
| NBH Bank | 267 | $37.4K | 0.02% | +267 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 276 | $38.6K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 280 | $39.1K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 283 | $39.6K | 0.01% | +79+38.7% | Added |
| Marquette Asset Management, LLC | 289 | $40.4K | 0.01% | +12+4.3% | Added |
| Rialto Wealth Management, LLC | 290 | $40.6K | 0.01% | +53+22.4% | Added |
| HHM Wealth Advisors, LLC | 292 | $40.9K | 0.00% | +199+214.0% | Added |
| IMG Wealth Management, Inc. | 294 | $41.1K | 0.02% | +50+20.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 299 | $41.9K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $42.0K | 0.02% | −3,800−92.7% | Reduced |
| LOM Asset Management Ltd | 300 | $42.0K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 301 | $42.1K | 0.02% | −1−0.3% | Reduced |
| MH & Associates Securities Management Corp | 301 | $42.2K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 310 | $43.4K | 0.02% | +1+0.3% | Added |
| Bare Financial Services, Inc | 323 | $45.2K | 0.01% | +100+44.8% | Added |
| Atomic Invest LLC | 317 | $45.2K | 0.00% | −61−16.1% | Reduced |
| PlanVest Financial, Inc | 325 | $45.4K | 0.03% | +2+0.6% | Added |
| Meeder Asset Management Inc | 330 | $46.2K | 0.00% | +48+17.0% | Added |
| High Note Wealth, LLC | 333 | $46.6K | 0.01% | +29+9.5% | Added |
| BOK Financial Private Wealth, Inc. | 334 | $46.7K | 0.00% | +212+173.8% | Added |
| Arlington Trust Co LLC | 339 | $47.4K | 0.00% | +99+41.3% | Added |
| Indiana Trust & Investment Management CO | 340 | $47.6K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 347 | $48.6K | 0.02% | −10−2.8% | Reduced |
| West Financial Advisors, LLC | 348 | $48.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 352 | $49.3K | 0.01% | −8−2.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $50.2K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 364 | $50.9K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 364 | $50.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 365 | $51.1K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 375 | $52.6K | 0.01% | −7−1.8% | Reduced |
| Consultiva Wealth Management, Corp. | 379 | $53.0K | 0.12% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 386 | $54.0K | 0.02% | −24,176−98.4% | Reduced |
| GoalVest Advisory LLC | 387 | $54.2K | 0.01% | +99+34.4% | Added |
| Raffa Wealth Management, LLC | 389 | $54.4K | 0.01% | −3−0.8% | Reduced |
| West Branch Capital LLC | 390 | $54.6K | 0.01% | −2−0.5% | Reduced |
| Hilton Head Capital Partners, LLC | 395 | $55.3K | 0.03% | 00.0% | Unchanged |