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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 400 | $56.0K | 0.00% | −1,000−71.4% | Reduced |
| MTM Investment Management, LLC | 403 | $56.4K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 404 | $56.5K | 0.01% | +1+0.2% | Added |
| Godfrey Financial Associates, Inc. | 407 | $56.9K | 0.04% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 412 | $57.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 413 | $57.8K | 0.05% | +106+34.5% | Added |
| Washington Trust Advisors, Inc. | 414 | $57.9K | 0.00% | −190−31.5% | Reduced |
| Abound Wealth Management | 418 | $58.5K | 0.01% | −605−59.1% | Reduced |
| Financial Consulate, Inc | 418 | $58.6K | 0.01% | +235+128.4% | Added |
| Northstar Asset Management LLC | 444 | $58.7K | 0.01% | +444 | New |
| Piscataqua Savings Bank | 420 | $58.8K | 0.04% | +150+55.6% | Added |
| Strive Financial Group ,LLC | 423 | $59.2K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 431 | $60.3K | 0.00% | +162+60.2% | Added |
| Granite FO LLC | 434 | $60.7K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 440 | $61.6K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 444 | $62.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 445 | $62.3K | 0.02% | +3+0.7% | Added |
| Phillip James Consulting Co. | 446 | $62.4K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 449 | $62.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 454 | $64.0K | 0.04% | −49−9.7% | Reduced |
| Capital Advisors, Ltd. LLC | 467 | $65.0K | 0.01% | −84−15.2% | Reduced |
| Catalyst Capital Advisors LLC | 468 | $65.5K | 0.00% | −483−50.8% | Reduced |
| Battery Global Advisors, LLC | 473 | $66.2K | 0.03% | +1+0.2% | Added |
| Vaquero Private Wealth, Ltd | 474 | $66.3K | 0.01% | +474 | New |
| Bullock Wealth Management Group | 474 | $66.5K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 476 | $66.6K | 0.04% | 00.0% | Unchanged |
| Luminist Capital LLC | 480 | $67.2K | 0.08% | +480 | New |
| JPL Wealth Management, LLC | 488 | $68.3K | 0.01% | +40+8.9% | Added |
| Lodestone Wealth Management LLC | 497 | $69.5K | 0.02% | +3+0.6% | Added |
| Downshift Financial, LLC | 497 | $69.6K | 0.03% | +497 | New |
| Horrell Capital Management, Inc. | 500 | $70.0K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 504 | $70.5K | 0.07% | +5+1.0% | Added |
| Truvestments Capital LLC | 505 | $70.7K | 0.01% | −124−19.7% | Reduced |
| Motco | 507 | $71.0K | 0.01% | +248+95.8% | Added |
| Vanguard National Trust Co | 512 | $71.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 513 | $71.8K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 518 | $72.5K | 0.01% | +18+3.6% | Added |
| Ameriflex Group, Inc. | 522 | $73.1K | 0.03% | +195+59.6% | Added |
| Fairway Wealth LLC | 528 | $73.9K | 0.02% | 00.0% | Unchanged |
| Trust Co | 534 | $74.7K | 0.01% | +533+53,300.0% | Added |
| Frazier Financial Advisors, LLC | 540 | $75.6K | 0.04% | −13−2.4% | Reduced |
| Financial Perspectives, Inc | 546 | $76.4K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 549 | $76.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 553 | $77.4K | 0.02% | +117+26.8% | Added |
| Hazlett, Burt & Watson, Inc. | 565 | $78.0K | 0.02% | +125+28.4% | Added |
| Caldwell Sutter Capital, Inc. | 560 | $78.4K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 563 | $78.8K | 0.04% | −951−62.8% | Reduced |
| Fourth Dimension Wealth, LLC | 568 | $79.5K | 0.03% | +196+52.7% | Added |
| City Holding Co | 582 | $81.5K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 594 | $83.1K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 595 | $83.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 619 | $86.6K | 0.02% | +500+420.2% | Added |
| First Community Trust NA | 625 | $87.5K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 629 | $88.0K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 634 | $88.7K | 0.04% | +130+25.8% | Added |
| Signature Equity Partners, LLC | 637 | $89.1K | 0.04% | +328+106.1% | Added |
| Webster Bank, N. A. | 656 | $91.8K | 0.01% | +6+0.9% | Added |
| Corsicana & Co. | 659 | $92.2K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 662 | $92.6K | 0.01% | +87+15.1% | Added |
| Kemnay Advisory Services Inc. | 678 | $94.9K | 0.01% | +120+21.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 680 | $95.2K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 845 | $95.8K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 691 | $96.7K | 0.04% | +95+15.9% | Added |
| Cedar Mountain Advisors, LLC | 698 | $97.7K | 0.02% | +407+139.9% | Added |
| Atlantic Trust, LLC | 707 | $99.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $99.8K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 713 | $99.8K | 0.02% | +82+13.0% | Added |
| Davis Asset Management, L.P. | 720 | $100.8K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 721 | $100.9K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 725 | $101.5K | 0.00% | −68−8.6% | Reduced |
| St Germain D J Co Inc | 729 | $102.0K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 730 | $102.2K | 0.12% | −492−40.3% | Reduced |
| Smithfield Trust Co | 735 | $103.0K | 0.00% | −12−1.6% | Reduced |
| South State Corp. | 741 | $103.7K | 0.00% | +115+18.4% | Added |
| Quest 10 Wealth Builders, Inc. | 772 | $108.0K | 0.08% | +4+0.5% | Added |
| Atlas Capital Advisors LLC | 793 | $111.0K | 0.01% | +26+3.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 794 | $111.1K | 0.03% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 800 | $112.0K | 0.03% | −1,100−57.9% | Reduced |
| Hoey Investments, Inc | 800 | $112.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 800 | $112.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 850 | $118.0K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 875 | $122.5K | 0.01% | +262+42.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 875 | $122.5K | 0.01% | +875 | New |
| Synergy Investment Management, LLC | 957 | $122.9K | 0.03% | +845+754.5% | Added |
| Orion Capital Management LLC | 887 | $124.2K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 900 | $126.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 988 | $130.7K | 0.02% | +2+0.2% | Added |
| REAP Financial Group, LLC | 934 | $130.8K | 0.02% | −715−43.4% | Reduced |
| Pacifica Partners Inc. | 943 | $132.0K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 945 | $132.5K | 0.02% | +4+0.4% | Added |
| Princeton Global Asset Management LLC | 974 | $136.3K | 0.02% | +21+2.2% | Added |
| Salomon & Ludwin, LLC | 986 | $138.2K | 0.01% | −11−1.1% | Reduced |
| Westfuller Advisors, LLC | 989 | $138.4K | 0.05% | −424−30.0% | Reduced |
| Bank of New Hampshire | 991 | $138.7K | 0.03% | +133+15.5% | Added |
| West Paces Advisors Inc. | 994 | $139.1K | 0.02% | +994 | New |
| Ramsey Quantitative Systems | 1,000 | $140.0K | 0.13% | −1,000−50.0% | Reduced |
| VSM Wealth Advisory, LLC | 1,000 | $140.0K | 0.04% | 00.0% | Unchanged |
| Toews Corp | 1,019 | $142.6K | 0.02% | +1,019 | New |
| Bollard Group LLC | 1,028 | $144.0K | 0.00% | −63−5.8% | Reduced |
| UMA Financial Services, Inc. | 1,032 | $144.5K | 0.02% | +61+6.3% | Added |