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 |
|---|---|---|---|---|---|
| Avail Investment Partners, LLC | 2,934 | $410.6K | 0.32% | +746+34.1% | Added |
| Pavion Blue Capital, LLC | 2,936 | $410.9K | 0.17% | +10.0% | Added |
| PFG Advisors | 2,938 | $411.2K | 0.02% | −427−12.7% | Reduced |
| Towercrest Capital Management | 2,939 | $411.3K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,956 | $413.7K | 0.03% | +43+1.5% | Added |
| Paulson Wealth Management Inc. | 2,959 | $414.1K | 0.09% | 00.0% | Unchanged |
| Quarry LP | 2,961 | $414.4K | 0.07% | +533+22.0% | Added |
| NBC Securities, Inc. | 2,964 | $414.9K | 0.03% | −11−0.4% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 2,965 | $415.0K | 0.22% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,967 | $415.3K | 0.08% | +2+0.1% | Added |
| Operose Advisors LLC | 2,968 | $415.4K | 0.08% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,970 | $415.7K | 0.09% | −749−20.1% | Reduced |
| Gratus Wealth Advisors, LLC | 2,988 | $418.1K | 0.05% | +2+0.1% | Added |
| Rossby Financial, LCC | 2,989 | $418.3K | 0.08% | +384+14.7% | Added |
| Green Square Capital Advisors LLC | 2,994 | $419.0K | 0.04% | −15−0.5% | Reduced |
| Security National Bank | 3,000 | $419.9K | 0.05% | −2−0.1% | Reduced |
| Blueshift Asset Management, LLC | 3,008 | $421.0K | 0.10% | +3,008 | New |
| PeakShares LLC | 3,010 | $421.3K | 0.31% | +230+8.3% | Added |
| XML Financial, LLC | 3,015 | $422.0K | 0.03% | 00.0% | Unchanged |
| Midwest Trust Co | 3,015 | $422.0K | 0.00% | −85−2.7% | Reduced |
| WealthPlan Investment Management, LLC | 3,015 | $422.0K | 0.02% | +326+12.1% | Added |
| Clear Wave Wealth Management LLC | 3,025 | $423.4K | 0.09% | +63+2.1% | Added |
| Valmark Advisers, Inc. | 3,044 | $426.0K | 0.00% | −36−1.2% | Reduced |
| True Wealth Design, LLC | 3,046 | $426.3K | 0.10% | +131+4.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,054 | $427.5K | 0.05% | +2+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 3,078 | $430.8K | 0.11% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 3,082 | $431.4K | 0.17% | +30+1.0% | Added |
| All Terrain Financial Advisors, LLC | 3,098 | $433.6K | 0.09% | −30−1.0% | Reduced |
| Alpha Family Trust | 3,100 | $433.9K | 0.17% | 00.0% | Unchanged |
| Saranac Partners Ltd | 3,100 | $433.9K | 0.14% | −245−7.3% | Reduced |
| Ashton Thomas Securities, LLC | 3,185 | $434.7K | 0.06% | +396+14.2% | Added |
| BKD Wealth Advisors, LLC | 3,108 | $435.0K | 0.01% | +221+7.7% | Added |
| Keudell/Morrison Wealth Management | 3,119 | $436.5K | 0.08% | −20−0.6% | Reduced |
| Core Alternative Capital | 3,119 | $436.5K | 0.13% | +464+17.5% | Added |
| Seeds Investor LLC | 3,122 | $436.9K | 0.04% | +612+24.4% | Added |
| Horizon Bancorp Inc | 3,135 | $439.0K | 0.21% | +499+18.9% | Added |
| Knightsbridge Asset Management, LLC | 3,147 | $440.5K | 0.06% | +228+7.8% | Added |
| TBH Global Asset Management, LLC | 3,149 | $440.7K | 0.08% | +31+1.0% | Added |
| Connecticut Wealth Management, LLC | 3,160 | $442.2K | 0.02% | +10.0% | Added |
| Decision Investments, Inc | 3,165 | $443.0K | 0.40% | −312−9.0% | Reduced |
| Global Assets Advisory, LLC | 3,170 | $443.5K | 0.10% | +525+19.8% | Added |
| Winthrop Advisory Group LLC | 3,184 | $445.6K | 0.03% | −563−15.0% | Reduced |
| Optivise Advisory Services LLC | 3,197 | $447.5K | 0.23% | +499+18.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 3,202 | $448.2K | 0.15% | +3,067+2,271.9% | Added |
| Plancorp, LLC | 3,187 | $448.4K | 0.01% | +38+1.2% | Added |
| Concentrum Wealth Management | 3,209 | $449.2K | 0.11% | +37+1.2% | Added |
| Pacific Excel Wealth Advisors, Inc. | 3,214 | $449.8K | 0.17% | +1,281+66.3% | Added |
| Heritage Family Offices, LLP | 3,214 | $449.8K | 0.17% | +945+41.6% | Added |
| Berman McAleer LLC | 3,221 | $450.8K | 0.05% | +126+4.1% | Added |
| Paragon Private Wealth Management, LLC | 3,225 | $451.3K | 0.12% | +108+3.5% | Added |
| Integrated Advisors Network LLC | 3,225 | $451.4K | 0.02% | −3,505−52.1% | Reduced |
| Cogent Private Wealth, Inc. | 3,226 | $451.5K | 0.28% | +98+3.1% | Added |
| Summitry LLC | 3,226 | $451.5K | 0.01% | +879+37.5% | Added |
| Investment Research Partners LLC | 3,227 | $451.7K | 0.15% | +535+19.9% | Added |
| Traphagen Investment Advisors LLC | 3,233 | $452.4K | 0.03% | +6+0.2% | Added |
| S-Bank Fund Management Ltd | 3,247 | $454.5K | 0.06% | +3,247 | New |
| Formidable Asset Management, LLC | 4,018 | $455.7K | 0.07% | +2,141+114.1% | Added |
| Uhlmann Price Securities, LLC | 3,256 | $455.7K | 0.02% | −9−0.3% | Reduced |
| RKL Wealth Management LLC | 3,259 | $456.1K | 0.04% | +453+16.1% | Added |
| Vanguard Capital Wealth Advisors | 3,260 | $456.3K | 0.31% | 00.0% | Unchanged |
| Fragasso Group Inc. | 3,260 | $456.3K | 0.02% | +223+7.3% | Added |
| Flynn Zito Capital Management, LLC | 3,261 | $456.4K | 0.12% | −241−6.9% | Reduced |
| Select Asset Management & Trust | 3,274 | $458.0K | 0.13% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,274 | $458.2K | 0.12% | −200−5.8% | Reduced |
| IFC Advisors LLC | 3,274 | $458.2K | 0.06% | +17+0.5% | Added |
| Pacific Center for Financial Services | 3,289 | $460.3K | 0.10% | +33+1.0% | Added |
| Gordian Capital Singapore Pte Ltd | 3,300 | $461.9K | 0.79% | +600+22.2% | Added |
| Corundum Trust Company, INC | 3,315 | $464.0K | 1.24% | 00.0% | Unchanged |
| Vantus Wealth LLC | 3,319 | $464.5K | 0.25% | +3,319 | New |
| Spartan Planning & Wealth Management | 3,325 | $465.3K | 0.31% | −586−15.0% | Reduced |
| Yoffe Investment Management, LLC | 3,334 | $466.6K | 0.53% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,341 | $467.6K | 0.01% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 3,343 | $467.8K | 0.05% | +1,134+51.3% | Added |
| Cypress Wealth Services, LLC | 3,343 | $467.8K | 0.06% | +20+0.6% | Added |
| Capstone Investment Advisors, LLC | 3,349 | $468.7K | 0.00% | −30,375−90.1% | Reduced |
| Sendero Wealth Management, LLC | 3,351 | $469.0K | 0.05% | −549−14.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,355 | $469.6K | 0.03% | +1,041+45.0% | Added |
| New Covenant Trust Company, N.A. | 3,358 | $470.0K | 0.35% | +127+3.9% | Added |
| Northwest Wealth Management, LLC | 3,359 | $470.1K | 0.06% | +10.0% | Added |
| Avantax Planning Partners, Inc. | 3,361 | $470.5K | 0.01% | +10.0% | Added |
| Curated Wealth Partners LLC | 3,368 | $471.4K | 0.05% | +804+31.4% | Added |
| Amplius Wealth Advisors, LLC | 3,368 | $471.4K | 0.03% | +1,534+83.6% | Added |
| Kickstand Ventures, LLC. | 3,376 | $472.5K | 0.09% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 3,380 | $473.1K | 0.30% | −445−11.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,387 | $474.0K | 0.19% | +13+0.4% | Added |
| Tred Avon Family Wealth, LLC | 3,403 | $476.3K | 0.15% | −89−2.5% | Reduced |
| Stonebrook Private Inc. | 3,408 | $476.9K | 0.09% | +240+7.6% | Added |
| Lifestyle Asset Management, Inc. | 3,411 | $477.4K | 0.13% | −64−1.8% | Reduced |
| Planning Alternatives Ltd | 3,413 | $477.7K | 0.05% | +643+23.2% | Added |
| Orca Investment Management, LLC | 3,415 | $478.0K | 0.35% | 00.0% | Unchanged |
| Second Line Capital, LLC | 3,441 | $481.6K | 0.09% | −23−0.7% | Reduced |
| Berger Financial Group, Inc | 3,447 | $482.5K | 0.02% | +267+8.4% | Added |
| Carter Financial Group, INC. | 3,454 | $483.5K | 0.25% | −505−12.8% | Reduced |
| Everhart Financial Group, Inc. | 3,470 | $485.7K | 0.03% | −803−18.8% | Reduced |
| Resurgent Financial Advisors LLC | 3,470 | $485.7K | 0.14% | +3,470 | New |
| Johnson Financial Group, Inc. | 3,471 | $485.8K | 0.02% | −1,754−33.6% | Reduced |
| Wick Capital Partners, LLC | 3,473 | $486.1K | 0.07% | +569+19.6% | Added |
| Moran Wealth Management, LLC | 3,499 | $489.7K | 0.01% | +3,499 | New |
| Sava Infond d.o.o. | 3,500 | $489.9K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,510 | $491.3K | 0.04% | +522+17.5% | Added |