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 |
|---|---|---|---|---|---|
| Hobart Private Capital, LLC | 1,587 | $222.1K | 0.04% | +1,587 | New |
| Keebeck Alpha, LP | 1,588 | $222.3K | 0.46% | +1,588 | New |
| Hunter Associates Investment Management LLC | 1,592 | $223.0K | 0.03% | +1,592 | New |
| Lazard Freres Gestion S.A.S. | 1,600 | $223.0K | 0.00% | +1,600 | New |
| Rose Capital Advisors LLC | 1,596 | $223.3K | 0.12% | +1,596 | New |
| SilverOak Wealth Management LLC | 1,596 | $223.4K | 0.03% | +1,596 | New |
| Philip James Wealth Mangement, LLC | 1,597 | $223.6K | 0.03% | −944−37.2% | Reduced |
| Weinberger Asset Management, Inc | 1,688 | $223.6K | 0.07% | +1,688 | New |
| Providence First Trust Co | 1,599 | $223.8K | 0.06% | +1,599 | New |
| Coastal Investment Advisors, Inc. | 1,605 | $224.6K | 0.07% | −2,946−64.7% | Reduced |
| Wills Financial Group LLC | 1,611 | $225.5K | 0.08% | −10−0.6% | Reduced |
| Fulcrum Equity Management | 1,611 | $225.5K | 0.18% | +1,611 | New |
| Petix & Botte Co | 1,612 | $225.6K | 0.05% | +1,612 | New |
| Genesis Private Wealth, LLC | 1,615 | $226.0K | 0.06% | −402−19.9% | Reduced |
| WFA of San Diego, LLC | 1,630 | $226.1K | 0.19% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 1,585 | $228.1K | 0.07% | −136−7.9% | Reduced |
| Verum Partners LLC | 1,631 | $228.2K | 0.03% | +1,631 | New |
| Safeguard Investment Advisory Group, LLC | 1,634 | $228.6K | 0.05% | +1,634 | New |
| Cedarwood Wealth LLC | 1,636 | $229.0K | 0.17% | +1,636 | New |
| GW&K Investment Management, LLC | 1,637 | $229.0K | 0.00% | +72+4.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,640 | $229.5K | 0.03% | +1,428+673.6% | Added |
| American National Bank | 1,640 | $229.5K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,642 | $229.8K | 0.11% | +1,642 | New |
| Gemmer Asset Management LLC | 1,643 | $230.0K | 0.02% | +1,643 | New |
| Sonata Capital Group Inc | 1,644 | $230.1K | 0.07% | +1,644 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,645 | $230.2K | 0.06% | +1,645 | New |
| Maripau Wealth Management LLC | 1,646 | $230.4K | 0.08% | +1,646 | New |
| AA Financial Advisors, LLC | 1,652 | $231.2K | 0.03% | +1,652 | New |
| One Charles Private Wealth Services, LLC | 1,653 | $231.3K | 0.05% | +1,653 | New |
| Crawford Investment Counsel Inc | 1,655 | $231.6K | 0.00% | +1,655 | New |
| Tudor Financial Inc. | 1,658 | $232.1K | 0.10% | +1,658 | New |
| Hamilton Point Investment Advisors, LLC | 1,658 | $232.1K | 0.03% | +1,658 | New |
| Smith Chas P & Associates Pa Cpas | 1,659 | $232.3K | 0.01% | +1,659 | New |
| Lee Johnson Capital Management, LLC | 1,660 | $232.3K | 0.07% | +1,660 | New |
| Peachtree Investment Partners, LLC | 1,668 | $233.4K | 0.07% | +1,668 | New |
| RWM Asset Management, LLC | 1,763 | $233.5K | 0.03% | +326+22.7% | Added |
| Brookwood Investment Group LLC | 1,670 | $233.7K | 0.03% | −631−27.4% | Reduced |
| BankChampaign, National Association | 1,679 | $235.0K | 0.18% | +1,679 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,684 | $235.7K | 0.03% | −110−6.1% | Reduced |
| Bayban | 1,691 | $236.7K | 0.18% | +40+2.4% | Added |
| OneAscent Family Office, LLC | 1,691 | $236.7K | 0.12% | +1,691 | New |
| FDx Advisors, Inc. | 1,693 | $237.0K | 0.07% | −481−22.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,694 | $237.1K | 0.02% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,695 | $237.2K | 0.09% | −122−6.7% | Reduced |
| Castle Wealth Management LLC | 1,695 | $237.2K | 0.07% | +1,695 | New |
| Pinnacle Wealth Management Group, Inc. | 1,699 | $237.8K | 0.11% | +1,699 | New |
| Cane Capital Partners, LLC | 1,700 | $237.9K | 0.10% | −470−21.7% | Reduced |
| Highview Capital Management LLC | 1,700 | $237.9K | 0.07% | +1,700 | New |
| TSFG, LLC | 1,701 | $238.0K | 0.03% | +80+4.9% | Added |
| Montis Financial, LLC | 1,701 | $238.0K | 0.05% | +1,701 | New |
| Private Advisory Group LLC | 1,704 | $238.5K | 0.01% | −232−12.0% | Reduced |
| Diversified Management Inc | 1,712 | $239.6K | 0.05% | −10,048−85.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,713 | $239.8K | 0.02% | +1,713 | New |
| Argent Advisors, Inc. | 1,714 | $239.9K | 0.06% | +1,714 | New |
| Francis Financial, Inc. | 1,715 | $240.1K | 0.04% | +1,715 | New |
| Wilson & Boucher Capital Management, LLC | 1,719 | $240.5K | 0.14% | +1,719 | New |
| Carr Financial Group Corp | 1,720 | $240.7K | 0.06% | +1,720 | New |
| Bay Harbor Wealth Management, LLC | 1,724 | $241.3K | 0.06% | +1,559+944.8% | Added |
| Paladin Wealth, LLC | 1,728 | $241.9K | 0.14% | +1,728 | New |
| Hilltop National Bank | 1,729 | $242.0K | 0.05% | −206−10.6% | Reduced |
| Roundview Capital LLC | 1,730 | $242.1K | 0.01% | +1,730 | New |
| AlphaGrep UK Ltd | 1,731 | $242.3K | 0.07% | −4,109−70.4% | Reduced |
| CM Wealth Advisors LLC | 1,731 | $242.3K | 0.04% | +1,731 | New |
| Vantage Point Financial LLC | 1,732 | $242.4K | 0.07% | +1,732 | New |
| Hibernia Wealth Partners, LLC | 1,733 | $242.4K | 0.13% | −904−34.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,733 | $242.6K | 0.13% | +1,733 | New |
| Note Advisors, LLC | 1,735 | $242.8K | 0.11% | −128−6.9% | Reduced |
| Klingenstein Fields & Co LP | 1,735 | $242.8K | 0.01% | +1,735 | New |
| Beacon Investment Advisory Services, Inc. | 1,736 | $243.0K | 0.01% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 1,739 | $243.4K | 0.06% | +1,739 | New |
| Univest Financial Corp | 1,740 | $243.5K | 0.01% | +1,740 | New |
| TPG Financial Advisors, LLC | 1,748 | $244.7K | 0.07% | +1,748 | New |
| Essex LLC | 1,750 | $244.9K | 0.04% | −25−1.4% | Reduced |
| Trust Co of Virginia | 1,751 | $245.1K | 0.02% | −831−32.2% | Reduced |
| Vision Financial Markets LLC | 1,750 | $245.2K | 0.21% | 00.0% | Unchanged |
| Port Capital LLC | 1,754 | $245.5K | 0.01% | +1,754 | New |
| Action Point Financial Planning, LLC | 1,762 | $245.6K | 0.02% | +1,762 | New |
| Grantvest Financial Group LLC | 1,759 | $246.2K | 0.14% | +1,759 | New |
| AGH Wealth Advisors, LLC | 1,760 | $246.3K | 0.16% | −25−1.4% | Reduced |
| RB Capital Management, LLC | 1,771 | $247.9K | 0.05% | +1,771 | New |
| Wilkerson Advisory Group LLC | 1,774 | $248.3K | 0.08% | +162+10.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,774 | $248.3K | 0.04% | +1,774 | New |
| Marks Group Wealth Management, Inc | 1,778 | $248.8K | 0.02% | −280−13.6% | Reduced |
| Westmount Partners, LLC | 1,780 | $249.1K | 0.05% | −973−35.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,782 | $249.5K | 0.01% | +1,782 | New |
| Abbot Financial Management, Inc. | 1,786 | $250.0K | 0.09% | +1,786 | New |
| MEMBERS Trust Co | 1,787 | $250.1K | 0.01% | +1,787 | New |
| Security Financial Services, INC. | 1,787 | $250.1K | 0.03% | +1,787 | New |
| LJI Wealth Management, LLC | 1,789 | $250.4K | 0.04% | +1,789 | New |
| Voisard Asset Management Group, Inc. | 1,793 | $250.9K | 0.05% | +1,793 | New |
| Silver Grove Financial Group, Inc. | 1,796 | $251.3K | 0.14% | +1,380+331.7% | Added |
| Lauterbach Financial Advisors, LLC | 1,803 | $252.3K | 0.11% | +8+0.4% | Added |
| Fortem Financial Group, LLC | 1,803 | $252.3K | 0.05% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,811 | $253.5K | 0.07% | −5−0.3% | Reduced |
| Am Investment Strategies LLC | 1,821 | $255.0K | 0.05% | +1,821 | New |
| Souders Financial Advisors | 1,824 | $255.2K | 0.03% | −68−3.6% | Reduced |
| Cascade Financial Partners, LLC | 1,825 | $255.4K | 0.02% | −105−5.4% | Reduced |
| Fayez Sarofim & Co | 1,825 | $255.4K | 0.00% | +1,825 | New |
| Bogart Wealth, LLC | 1,830 | $256.2K | 0.01% | +1,508+468.3% | Added |
| Welch Group, LLC | 1,834 | $256.6K | 0.01% | +1+0.1% | Added |