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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 2,112 | $295.6K | 0.01% | +3+0.1% | Added |
| Weil Company, Inc. | 2,118 | $296.4K | 0.05% | 00.0% | Unchanged |
| Motive Wealth Advisors | 2,123 | $297.1K | 0.12% | +183+9.4% | Added |
| Green Harvest Asset Management LLC | 2,125 | $297.4K | 0.00% | +209+10.9% | Added |
| Principle Wealth Partners LLC | 2,126 | $297.6K | 0.01% | −331−13.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,129 | $298.0K | 0.11% | −650−23.4% | Reduced |
| Montz Harcus Wealth Management LLC | 2,131 | $298.3K | 0.11% | +41+2.0% | Added |
| Empire Financial Management Company, LLC | 2,131 | $298.4K | 0.12% | −164−7.1% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,138 | $299.2K | 0.06% | +105+5.2% | Added |
| August Group Capital Ltd | 2,140 | $299.5K | 0.33% | −77−3.5% | Reduced |
| Entelevest, LLC | 2,143 | $299.9K | 0.26% | +67+3.2% | Added |
| Calton & Associates, Inc. | 2,144 | $300.1K | 0.04% | −2,002−48.3% | Reduced |
| 5T Wealth, LLC | 2,145 | $300.2K | 0.11% | −6−0.3% | Reduced |
| Y.D. More Investments Ltd | 2,153 | $301.0K | 0.01% | +109+5.3% | Added |
| Golden State Wealth Management, LLC | 2,162 | $302.6K | 0.03% | +72+3.4% | Added |
| Wilkinson Global Asset Management LLC | 2,164 | $302.9K | 0.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,165 | $303.0K | 0.31% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,166 | $303.2K | 0.08% | +10.0% | Added |
| Fermata Advisors, LLC | 2,167 | $303.3K | 0.06% | +2,167 | New |
| Joseph P. Lucia & Associates, LLC | 2,168 | $303.4K | 0.09% | +3+0.1% | Added |
| Kerr Financial Planning Corp | 2,169 | $303.5K | 0.34% | +7+0.3% | Added |
| Zhang Financial LLC | 2,172 | $304.0K | 0.01% | +2,172 | New |
| Key Capital Management, INC | 2,176 | $304.6K | 0.16% | −241−10.0% | Reduced |
| Trilogy Capital Inc. | 2,178 | $304.8K | 0.01% | −9−0.4% | Reduced |
| South Street Advisors LLC | 2,180 | $305.1K | 0.04% | +30+1.4% | Added |
| Jacobsen Capital Management | 2,181 | $305.3K | 0.09% | −250−10.3% | Reduced |
| 180 Wealth Advisors, LLC | 2,186 | $306.0K | 0.03% | −76−3.4% | Reduced |
| SevenBridge Financial Group, LLC | 2,268 | $306.2K | 0.05% | −125−5.2% | Reduced |
| Crusonia Wealth Advisors LLC | 2,189 | $306.4K | 0.05% | +347+18.8% | Added |
| Eastern Bank | 2,190 | $306.5K | 0.00% | +250+12.9% | Added |
| NorthLanding Financial Partners, LLC | 2,193 | $306.9K | 0.21% | +2,193 | New |
| Peddock Capital Advisors, LLC | 2,200 | $307.9K | 0.06% | 00.0% | Unchanged |
| Single Point Partners, LLC | 2,200 | $307.9K | 0.05% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,200 | $307.9K | 0.44% | +2,200 | New |
| Strategic Investment Advisors | 2,200 | $307.9K | 0.02% | +496+29.1% | Added |
| WPG Advisers, LLC | 2,202 | $308.2K | 0.18% | +527+31.5% | Added |
| Retirement Planning Group | 2,216 | $310.1K | 0.01% | +301+15.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,216 | $310.1K | 0.10% | +1,316+146.2% | Added |
| First Command Advisory Services, Inc. | 2,216 | $310.2K | 0.00% | +277+14.3% | Added |
| Meramec Financial Planners, LLC | 2,339 | $311.3K | 0.11% | −174−6.9% | Reduced |
| Lee Danner & Bass Inc | 2,227 | $311.6K | 0.02% | +13+0.6% | Added |
| Wealth Architects, LLC | 2,228 | $311.8K | 0.02% | −5−0.2% | Reduced |
| GDS Wealth Management | 2,233 | $312.5K | 0.01% | +2,233 | New |
| Hardy Reed LLC | 2,243 | $313.9K | 0.02% | +2,243 | New |
| Black Diamond Financial, LLC | 2,245 | $314.2K | 0.03% | +2,245 | New |
| Park Place Capital Corp | 2,249 | $314.8K | 0.05% | +64+2.9% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,253 | $315.3K | 0.25% | +210+10.3% | Added |
| Trust Co of Vermont | 2,255 | $315.6K | 0.01% | +2,255 | New |
| Wallace Advisory Group, LLC | 2,256 | $315.8K | 0.30% | −109−4.6% | Reduced |
| North Capital, Inc. | 2,257 | $315.8K | 0.24% | +56+2.5% | Added |
| Secure Asset Management, LLC | 2,264 | $316.8K | 0.04% | −418−15.6% | Reduced |
| Archford Capital Strategies, LLC | 2,266 | $317.1K | 0.03% | +239+11.8% | Added |
| Commonwealth Financial Services, LLC | 2,277 | $318.7K | 0.04% | +71+3.2% | Added |
| Abundance Wealth Counselors | 2,282 | $319.4K | 0.02% | +121+5.6% | Added |
| Integrity Financial Corp | 2,283 | $319.5K | 0.15% | −6,600−74.3% | Reduced |
| Bill Few Associates, Inc. | 2,286 | $319.9K | 0.07% | +5+0.2% | Added |
| FMB Wealth Management | 2,289 | $320.4K | 0.12% | +2+0.1% | Added |
| StoneX Group Inc. | 2,291 | $320.6K | 0.01% | +43+1.9% | Added |
| Carl P. Sherr & Co., LLC | 2,291 | $320.6K | 0.13% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,291 | $320.6K | 0.02% | +200+9.6% | Added |
| Providence Wealth Advisors, LLC | 2,285 | $320.9K | 0.19% | +10+0.4% | Added |
| Beacon Investment Advisors LLC | 2,295 | $321.2K | 0.10% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,299 | $321.7K | 0.03% | +3+0.1% | Added |
| Tripletail Wealth Management, LLC | 2,300 | $321.9K | 0.37% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,301 | $322.0K | 0.31% | +2,301 | New |
| Segment Wealth Management, LLC | 2,302 | $322.2K | 0.02% | −69−2.9% | Reduced |
| Northeast Investment Management | 2,302 | $322.2K | 0.01% | +2,302 | New |
| Cape Investment Advisory, Inc. | 2,304 | $322.5K | 0.09% | +87+3.9% | Added |
| Traveka Wealth, LLC | 2,308 | $323.1K | 0.11% | +19+0.8% | Added |
| FPC Investment Advisory, Inc. | 2,500 | $323.4K | 0.15% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,321 | $324.8K | 0.12% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,330 | $326.1K | 0.06% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,331 | $326.2K | 0.00% | −3,925−62.7% | Reduced |
| American Trust | 2,331 | $326.2K | 0.03% | +80+3.6% | Added |
| Stevens Capital Management LP | 2,342 | $328.0K | 0.08% | +2,342 | New |
| SCS Capital Management LLC | 2,347 | $328.5K | 0.00% | +206+9.6% | Added |
| Maridea Wealth Management LLC | 2,347 | $328.5K | 0.04% | +2,347 | New |
| waypoint wealth counsel | 2,351 | $329.0K | 0.21% | −1,520−39.3% | Reduced |
| Elevated Capital Advisors, LLC | 2,363 | $330.8K | 0.09% | −1,652−41.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,366 | $331.1K | 0.14% | +78+3.4% | Added |
| IVC Wealth Advisors LLC | 2,371 | $331.8K | 0.13% | −26−1.1% | Reduced |
| IFG Advisory, LLC | 2,382 | $333.4K | 0.01% | +2,382 | New |
| Money Concepts Capital Corp | 2,391 | $334.7K | 0.02% | −330−12.1% | Reduced |
| Five Oceans Advisors | 2,392 | $334.8K | 0.11% | +2+0.1% | Added |
| Investmark Advisory Group LLC | 2,400 | $335.9K | 0.13% | +12+0.5% | Added |
| HM Payson & Co | 2,401 | $336.0K | 0.00% | +10.0% | Added |
| Red Door Wealth Management, LLC | 2,407 | $336.9K | 0.03% | +473+24.5% | Added |
| Farmers National Bank | 2,410 | $337.3K | 0.07% | −10−0.4% | Reduced |
| Plimoth Trust Co LLC | 2,410 | $337.3K | 0.07% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,410 | $337.3K | 0.22% | +125+5.5% | Added |
| Silver Coast Investments LLC | 2,417 | $338.3K | 0.10% | +2,417 | New |
| Purpose Unlimited Inc. | 2,414 | $338.6K | 0.01% | −239−9.0% | Reduced |
| Partners Capital Investment Group, LLP | 2,432 | $340.4K | 0.01% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,436 | $340.9K | 0.12% | +7+0.3% | Added |
| Goelzer Investment Management, Inc. | 2,438 | $341.2K | 0.01% | −43−1.7% | Reduced |
| D.B. Root & Company, LLC | 2,447 | $342.5K | 0.07% | +51+2.1% | Added |
| Bedel Financial Consulting, Inc. | 2,457 | $344.0K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,459 | $344.3K | 0.02% | −465−15.9% | Reduced |
| Oakworth Capital, Inc. | 2,461 | $344.5K | 0.02% | −566−18.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,471 | $345.9K | 0.05% | −76−3.0% | Reduced |