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 |
|---|---|---|---|---|---|
| Walker Asset Management, LLC | 2,472 | $345.9K | 0.17% | +23+0.9% | Added |
| Virtue Capital Management, LLC | 2,472 | $346.0K | 0.05% | +9+0.4% | Added |
| Nixon Peabody Trust Co | 2,485 | $347.8K | 0.02% | +385+18.3% | Added |
| Baxter Bros Inc | 2,486 | $348.0K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,488 | $348.2K | 0.07% | −21−0.8% | Reduced |
| Insight Wealth Partners, LLC | 2,491 | $348.6K | 0.05% | +2,491 | New |
| Weaver Consulting Group | 2,494 | $349.1K | 0.07% | −55−2.2% | Reduced |
| Sandy Cove Advisors, LLC | 2,495 | $349.2K | 0.09% | −30−1.2% | Reduced |
| Bayview Asset Management, LLC | 2,500 | $349.9K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,500 | $349.9K | 0.11% | 00.0% | Unchanged |
| William John Sempolinski | 2,500 | $349.9K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,503 | $350.3K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,506 | $350.7K | 0.01% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,508 | $351.0K | 0.15% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 2,508 | $351.0K | 0.10% | +2,508 | New |
| Arwa LLC | 2,671 | $351.8K | 0.15% | +612+29.7% | Added |
| Howard Financial Services, Ltd. | 2,518 | $352.4K | 0.04% | +260+11.5% | Added |
| Drucker Wealth 3.0, LLC | 2,524 | $353.2K | 0.06% | +423+20.1% | Added |
| Stronghold Wealth Management L.L.C. | 2,525 | $353.4K | 0.47% | −346−12.1% | Reduced |
| New World Advisors LLC | 2,527 | $353.7K | 0.06% | +107+4.4% | Added |
| Central Valley Advisors, LLC | 2,527 | $353.7K | 0.09% | +2+0.1% | Added |
| Atlas Legacy Advisors, LLC | 2,531 | $354.2K | 0.05% | −225−8.2% | Reduced |
| Vines Capital Management, LLC | 2,535 | $354.8K | 0.29% | +362+16.7% | Added |
| Successful Portfolios LLC | 2,539 | $355.1K | 0.17% | −163−6.0% | Reduced |
| Hamilton Capital, LLC | 2,545 | $356.2K | 0.02% | −555−17.9% | Reduced |
| Tradition Wealth Management, LLC | 2,548 | $356.7K | 0.02% | +69+2.8% | Added |
| Valley Brook Capital Group | 2,550 | $356.9K | 0.20% | 00.0% | Unchanged |
| Henson-Edgewater Management, LLC | 2,600 | $357.7K | 0.19% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,556 | $357.7K | 0.17% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 2,567 | $359.3K | 0.05% | +193+8.1% | Added |
| McLean Asset Management Corp | 2,714 | $359.4K | 0.05% | −59−2.1% | Reduced |
| COFG Advisors, LLC | 2,568 | $359.4K | 0.06% | +213+9.0% | Added |
| Ar Asset Management Inc | 2,576 | $361.0K | 0.07% | 00.0% | Unchanged |
| Searle & Co. | 2,582 | $361.4K | 0.08% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,585 | $361.8K | 0.10% | −110−4.1% | Reduced |
| Olistico Wealth, LLC | 2,585 | $361.8K | 0.15% | 00.0% | Unchanged |
| GAM Holding AG | 2,588 | $362.2K | 0.03% | −951−26.9% | Reduced |
| Directional Asset Management | 2,591 | $362.6K | 0.35% | −42−1.6% | Reduced |
| Whelan Financial | 2,595 | $363.2K | 0.10% | +12+0.5% | Added |
| Home Federal Bank of Tennessee | 2,597 | $363.5K | 0.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,607 | $364.9K | 0.03% | 00.0% | Unchanged |
| Agf Management Ltd | 2,609 | $365.2K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,610 | $365.3K | 0.08% | +32+1.2% | Added |
| Capital Performance Advisors LLP | 2,614 | $365.8K | 0.02% | −4,602−63.8% | Reduced |
| Cora Capital Advisors LLC | 2,624 | $367.3K | 0.10% | +15+0.6% | Added |
| Raleigh Capital Management Inc. | 2,627 | $367.7K | 0.12% | −131−4.7% | Reduced |
| Acropolis Investment Management, LLC | 2,629 | $368.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,639 | $369.4K | 0.08% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 2,640 | $369.5K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,642 | $369.8K | 0.06% | −378−12.5% | Reduced |
| Sepio Capital, LP | 2,650 | $370.9K | 0.02% | −10.0% | Reduced |
| Alexander Randolph Advisory, Inc. | 2,655 | $371.6K | 0.31% | −2,640−49.9% | Reduced |
| Vann Equity Management LLC | 2,668 | $373.3K | 0.23% | −3−0.1% | Reduced |
| Lighthouse Financial LLC | 2,675 | $374.4K | 0.19% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,676 | $374.8K | 0.12% | +200+8.1% | Added |
| Atala Financial Inc | 2,682 | $375.4K | 0.23% | +20+0.8% | Added |
| Beacon Financial Group | 2,685 | $375.7K | 0.03% | +340+14.5% | Added |
| Peoples Bank | 2,690 | $376.5K | 0.37% | −250−8.5% | Reduced |
| Cottage Street Advisors LLC | 2,688 | $376.6K | 0.15% | −64−2.3% | Reduced |
| Trustco Bank Corp N Y | 2,694 | $377.1K | 0.27% | +500+22.8% | Added |
| Langley Wealth Management, LLC | 2,698 | $377.6K | 0.37% | +2,698 | New |
| BlackDiamond Wealth Management Inc. | 2,793 | $377.7K | 0.15% | +421+17.7% | Added |
| Stokes Family Office, LLC | 2,705 | $378.6K | 0.04% | −111−3.9% | Reduced |
| Resolute Wealth Strategies, LLC | 2,717 | $380.2K | 0.15% | +112+4.3% | Added |
| EJMK Ventures LLC | 2,722 | $381.0K | 0.17% | +402+17.3% | Added |
| Peregrine Asset Advisers, Inc. | 2,728 | $381.7K | 0.08% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 2,736 | $382.9K | 0.11% | +558+25.6% | Added |
| Summit Wealth Group LLC | 2,743 | $384.0K | 0.03% | +612+28.7% | Added |
| MinichMacGregor Wealth Management, LLC | 2,749 | $384.8K | 0.06% | −341−11.0% | Reduced |
| Piedmont Capital Management, LLC | 2,751 | $385.0K | 0.24% | −56−2.0% | Reduced |
| EdgeRock Capital LLC | 2,752 | $385.2K | 0.09% | −28−1.0% | Reduced |
| LeConte Wealth Management, LLC | 2,752 | $385.2K | 0.21% | +219+8.6% | Added |
| Gateway Wealth Partners, LLC | 2,757 | $385.9K | 0.02% | −2,097−43.2% | Reduced |
| Tempo Wealth, LLC | 2,758 | $386.1K | 0.06% | +2,758 | New |
| Enterprise Financial Services Corp | 2,761 | $386.4K | 0.16% | +2,761 | New |
| Wealth Quarterback LLC | 2,764 | $386.8K | 0.12% | +72+2.7% | Added |
| Jag Capital Management, LLC | 2,767 | $387.3K | 0.04% | −98−3.4% | Reduced |
| TIAA Wealth Investment Management LLC | 2,766 | $387.4K | 0.00% | +518+23.0% | Added |
| Navis Wealth Advisors, LLC | 2,768 | $387.4K | 0.15% | −300−9.8% | Reduced |
| Aspiriant, LLC | 2,770 | $387.7K | 0.01% | +2,770 | New |
| Seamount Financial Group Inc | 2,783 | $389.5K | 0.16% | −1,700−37.9% | Reduced |
| Falcon Wealth Planning | 2,788 | $390.2K | 0.02% | −470−14.4% | Reduced |
| WealthTrust Axiom LLC | 2,831 | $396.2K | 0.09% | −51−1.8% | Reduced |
| Magnolia Capital Advisors LLC | 2,833 | $396.5K | 0.07% | +2,833 | New |
| TRUE Private Wealth Advisors | 2,833 | $396.5K | 0.03% | −96−3.3% | Reduced |
| Sax Wealth Advisors, LLC | 3,504 | $397.3K | 0.02% | +355+11.3% | Added |
| Meridian Wealth Advisors, LLC | 2,840 | $397.5K | 0.05% | +282+11.0% | Added |
| Western Pacific Wealth Management, LP | 2,844 | $398.0K | 0.36% | −190−6.3% | Reduced |
| Arcataur Capital Management LLC | 2,854 | $399.4K | 0.10% | +189+7.1% | Added |
| Corecam Pte. Ltd. | 2,858 | $400.1K | 0.15% | −362−11.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,814 | $401.0K | 0.04% | −774−21.6% | Reduced |
| Davis R M Inc | 2,873 | $402.0K | 0.01% | −19−0.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,879 | $402.9K | 0.10% | +13+0.5% | Added |
| Duncker Streett & Co Inc | 2,881 | $403.2K | 0.07% | −22−0.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,882 | $403.4K | 0.07% | +1,125+64.0% | Added |
| Cheviot Value Management, LLC | 2,883 | $403.5K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,890 | $404.5K | 0.07% | −83−2.8% | Reduced |
| Apriem Advisors | 2,906 | $406.7K | 0.04% | +253+9.5% | Added |
| Silvant Capital Management LLC | 2,906 | $406.7K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,909 | $407.1K | 0.09% | +696+31.5% | Added |