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 |
|---|---|---|---|---|---|
| Barings LLC | 1,834 | $256.7K | 0.00% | +1+0.1% | Added |
| Centennial Wealth Advisory LLC | 1,834 | $256.8K | 0.06% | −243−11.7% | Reduced |
| Altar Rock LLC | 1,836 | $257.0K | 0.38% | +59+3.3% | Added |
| Hoxton Planning & Management, LLC | 1,840 | $257.5K | 0.07% | +3+0.2% | Added |
| Morton Capital Management LLC | 1,850 | $259.0K | 0.04% | +1,850 | New |
| Ellis Investment Partners, LLC | 1,857 | $259.9K | 0.04% | +9+0.5% | Added |
| Greenspring Advisors, LLC | 1,859 | $260.2K | 0.01% | +1,859 | New |
| Advisory Advocates, LLC | 1,864 | $260.9K | 0.22% | +1,864 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,865 | $261.0K | 0.17% | −75−3.9% | Reduced |
| Union Savings Bank | 1,867 | $261.3K | 0.10% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,868 | $261.4K | 0.16% | +1,868 | New |
| Hanlon Investment Management, Inc. | 1,874 | $262.3K | 0.14% | −132−6.6% | Reduced |
| FreeGulliver LLC | 1,878 | $262.8K | 0.09% | −10−0.5% | Reduced |
| Greenwich Wealth Management LLC | 1,880 | $263.0K | 0.01% | −300−13.8% | Reduced |
| Leisure Capital Management | 1,881 | $263.3K | 0.08% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,893 | $264.9K | 0.10% | −187−9.0% | Reduced |
| LifeGoal Wealth Advisors | 1,893 | $264.9K | 0.12% | +1,893 | New |
| Avion Wealth | 1,894 | $265.0K | 0.05% | +74+4.1% | Added |
| JBGlobal.com LLC | 1,895 | $265.2K | 0.23% | −210−10.0% | Reduced |
| LCNB Corp | 1,907 | $266.9K | 0.08% | −110−5.5% | Reduced |
| Biltmore Family Office, LLC | 1,907 | $266.9K | 0.04% | +32+1.7% | Added |
| Consilio Wealth Advisors, LLC | 1,917 | $268.3K | 0.06% | +21+1.1% | Added |
| Daner Wealth Management, LLC | 1,938 | $268.9K | 0.15% | +37+1.9% | Added |
| Community Bank & Trust, Waco, Texas | 1,919 | $269.0K | 0.05% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,923 | $269.1K | 0.08% | +1,923 | New |
| Wincap Financial LLC | 1,923 | $269.1K | 0.15% | +1,923 | New |
| City State Bank | 1,925 | $269.4K | 0.06% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,927 | $269.8K | 0.13% | +8+0.4% | Added |
| TFC Financial Management | 1,930 | $270.1K | 0.03% | +1,605+493.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,936 | $271.0K | 0.06% | −622−24.3% | Reduced |
| JGP Wealth Management, LLC | 1,943 | $271.9K | 0.02% | +9+0.5% | Added |
| ABLE Financial Group, LLC | 1,944 | $272.1K | 0.05% | −37−1.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,947 | $272.5K | 0.17% | +311+19.0% | Added |
| Walkner Condon Financial Advisors LLC | 1,948 | $272.6K | 0.03% | +90+4.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,950 | $273.0K | 0.06% | +271+16.1% | Added |
| Capstone Wealth Management, LLC | 1,953 | $273.3K | 0.13% | +1,953 | New |
| Integrity Advisory Solutions, LLC | 1,959 | $274.3K | 0.03% | +1,959 | New |
| Main Street Group, LTD | 1,960 | $274.3K | 0.06% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 1,962 | $274.6K | 0.06% | +35+1.8% | Added |
| NewSquare Capital LLC | 1,968 | $275.5K | 0.02% | +1,968 | New |
| Ullmann Financial Group, Inc. | 1,969 | $275.6K | 0.03% | +102+5.5% | Added |
| Wall Street Financial Group, Inc. | 1,978 | $276.9K | 0.15% | +210+11.9% | Added |
| Satovsky Asset Management LLC | 1,981 | $277.2K | 0.04% | +13+0.7% | Added |
| Keating Financial Advisory Services, Inc. | 1,983 | $277.6K | 0.04% | +225+12.8% | Added |
| Alliance Wealth Management Group | 1,986 | $278.0K | 0.05% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,986 | $278.0K | 0.13% | −10−0.5% | Reduced |
| Eddie Patel Inc | 1,988 | $278.2K | 0.17% | +1,988 | New |
| Community Bank, N.A. | 1,989 | $278.4K | 0.03% | +550+38.2% | Added |
| FSB Premier Wealth Management, Inc. | 1,991 | $278.6K | 0.08% | −19−0.9% | Reduced |
| Atticus Wealth Management, LLC | 1,994 | $279.0K | 0.07% | +1+0.1% | Added |
| Hoese & Co LLP | 2,000 | $279.9K | 0.18% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 2,000 | $279.9K | 0.19% | +2,000 | New |
| Canvas Wealth Advisors, LLC | 2,000 | $280.0K | 0.04% | +2,000 | New |
| one8zero8, LLC | 2,002 | $280.2K | 0.06% | +2,002 | New |
| Mainsail Asset Management, LLC | 2,171 | $280.8K | 0.11% | +2,171 | New |
| Keystone Financial Services | 2,011 | $281.4K | 0.07% | −300−13.0% | Reduced |
| Caldwell Trust Co | 2,014 | $281.9K | 0.02% | −641−24.1% | Reduced |
| Means Investment Co., Inc. | 2,014 | $281.9K | 0.02% | +122+6.4% | Added |
| Texas Yale Capital Corp. | 2,015 | $282.0K | 0.01% | +100+5.2% | Added |
| First Heartland Consultants, Inc. | 2,016 | $282.1K | 0.02% | +183+10.0% | Added |
| Lantern Wealth Advisors, LLC | 2,017 | $282.4K | 0.13% | −1,009−33.3% | Reduced |
| Phillips Financial Management, LLC | 2,020 | $282.7K | 0.02% | +10+0.5% | Added |
| Vista Private Wealth Partners. LLC | 2,029 | $282.7K | 0.09% | +8+0.4% | Added |
| Scott Capital Advisors, LLC | 2,026 | $283.6K | 0.04% | −6−0.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,028 | $283.8K | 0.03% | −177−8.0% | Reduced |
| Foguth Wealth Management, LLC. | 2,207 | $284.1K | 0.03% | +3+0.1% | Added |
| Parkwoods Wealth Partners, LLC | 2,037 | $285.1K | 0.05% | −50−2.4% | Reduced |
| Chicago Capital, LLC | 2,041 | $285.7K | 0.01% | −62−2.9% | Reduced |
| Foster Group, Inc. | 2,044 | $286.1K | 0.01% | +34+1.7% | Added |
| Avaii Wealth Management, LLC | 2,045 | $286.2K | 0.08% | +10+0.5% | Added |
| First Wilshire Securities Management Inc | 2,046 | $286.4K | 0.06% | −32−1.5% | Reduced |
| Castle Rock Wealth Management, LLC | 2,044 | $286.4K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 2,050 | $286.9K | 0.08% | +14+0.7% | Added |
| Prestige Wealth Management Group LLC | 2,054 | $287.5K | 0.05% | +50+2.5% | Added |
| Delta Investment Management, LLC | 2,056 | $287.7K | 0.05% | +153+8.0% | Added |
| Legacy Edge Advisors, LLC | 2,057 | $287.9K | 0.03% | +2,057 | New |
| CRA Financial Services, LLC | 2,060 | $288.3K | 0.03% | +170+9.0% | Added |
| Legacy Wealth Advisors, LLC | 2,063 | $288.7K | 0.12% | +2,063 | New |
| Van Hulzen Asset Management, LLC | 2,064 | $288.9K | 0.02% | −5−0.2% | Reduced |
| TL Private Wealth | 2,052 | $288.9K | 0.11% | 00.0% | Unchanged |
| Triumph Capital Management | 2,068 | $289.4K | 0.05% | +7+0.3% | Added |
| Coquina Private Wealth LLC | 2,068 | $289.4K | 0.20% | +10+0.5% | Added |
| Heron Bay Capital Management | 2,068 | $289.4K | 0.03% | +2,068 | New |
| Ancora Advisors, LLC | 2,069 | $289.5K | 0.01% | −1,186−36.4% | Reduced |
| Allium Financial Advisors, LLC | 2,070 | $289.7K | 0.19% | −299−12.6% | Reduced |
| First National Trust Co | 2,070 | $289.7K | 0.01% | −17,169−89.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,071 | $289.9K | 0.19% | −33−1.6% | Reduced |
| Mitchell Sinkler & Starr | 2,075 | $290.4K | 0.12% | +2,075 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,078 | $290.8K | 0.01% | +257+14.1% | Added |
| W Advisors, LLC | 2,079 | $291.0K | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,084 | $291.6K | 0.02% | −4,794−69.7% | Reduced |
| Octavia Wealth Advisors, LLC | 2,084 | $291.7K | 0.03% | −328−13.6% | Reduced |
| Legacy Advisors, LLC | 2,087 | $292.1K | 0.03% | +2,087 | New |
| Impact Capital Partners LLC | 2,091 | $292.7K | 0.08% | +60+3.0% | Added |
| Thompson David Blair | 2,092 | $292.8K | 0.15% | +2,092 | New |
| Orleans Capital Management Corp | 2,097 | $293.5K | 0.15% | +2,097 | New |
| Mathes Company, Inc. | 2,100 | $294.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,105 | $294.6K | 0.08% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,108 | $295.0K | 0.03% | +141+7.2% | Added |
| Laidlaw Wealth Management LLC | 2,110 | $295.3K | 0.84% | +2,110 | New |