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; 2,644 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
- 2,644
- +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
- 990 more reduced
35 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 | 2,644 | $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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 22,314 | $3.12M | 0.15% | −2,370−9.6% | Reduced |
| Columbia Asset Management | 22,127 | $3.10M | 0.54% | −1,590−6.7% | Reduced |
| Bangor Savings Bank | 22,097 | $3.09M | 0.23% | −511−2.3% | Reduced |
| Advisors Management Group Inc | 22,079 | $3.09M | 0.51% | −130−0.6% | Reduced |
| American State Bank (Iowa) | 21,941 | $3.07M | 1.25% | +470+2.2% | Added |
| Regions Financial Corp | 21,915 | $3.07M | 0.02% | +1,225+5.9% | Added |
| Premier Path Wealth Partners, LLC | 21,885 | $3.06M | 0.35% | +1,773+8.8% | Added |
| Allen Wealth Management, LLC | 21,837 | $3.06M | 1.49% | −1,498−6.4% | Reduced |
| Cambria Investment Management, L.P. | 21,704 | $3.04M | 0.15% | +5,082+30.6% | Added |
| White Pine Capital LLC | 21,420 | $3.00M | 0.71% | +83+0.4% | Added |
| Dana Investment Advisors, Inc. | 21,357 | $2.99M | 0.08% | −122−0.6% | Reduced |
| Hudson Canyon Capital Management | 21,275 | $2.98M | 1.59% | +21,275 | New |
| Spirit of America Management Corp | 21,250 | $2.97M | 0.56% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,243 | $2.97M | 0.19% | +10,449+96.8% | Added |
| Parsons Capital Management Inc | 20,956 | $2.93M | 0.13% | −6,063−22.4% | Reduced |
| Central Trust Co | 20,953 | $2.93M | 0.05% | +1,449+7.4% | Added |
| Avantra Family Wealth, Inc. | 20,919 | $2.93M | 1.87% | −1,357−6.1% | Reduced |
| Signaturefd, LLC | 20,891 | $2.92M | 0.04% | −306−1.4% | Reduced |
| Evolve Private Wealth, LLC | 20,839 | $2.92M | 0.18% | −3,413−14.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 20,826 | $2.91M | 0.17% | +506+2.5% | Added |
| CFS Investment Advisory Services, LLC | 20,661 | $2.89M | 0.19% | +65+0.3% | Added |
| Ronald Blue Trust, Inc. | 20,653 | $2.89M | 0.03% | +1,860+9.9% | Added |
| Acumen Wealth Advisors, LLC | 20,629 | $2.89M | 0.61% | +11,383+123.1% | Added |
| Daymark Wealth Partners, LLC | 20,587 | $2.88M | 0.07% | +3,413+19.9% | Added |
| AMG National Trust Bank | 20,412 | $2.86M | 0.06% | −62,894−75.5% | Reduced |
| Spirepoint Private Client, LLC | 20,316 | $2.84M | 0.23% | −531−2.5% | Reduced |
| Fortress Private Ledger, LLC | 20,278 | $2.84M | 0.78% | −797−3.8% | Reduced |
| BOCHK Asset Management Ltd | 20,250 | $2.83M | 0.45% | +20,250 | New |
| Wright Investors Service Inc | 20,244 | $2.83M | 0.77% | +3,747+22.7% | Added |
| DMKC Advisory Services, LLC | 20,232 | $2.83M | 0.53% | +94+0.5% | Added |
| Greenleaf Trust | 20,205 | $2.83M | 0.03% | −15−0.1% | Reduced |
| Rothschild Investment LLC | 20,103 | $2.81M | 0.11% | +13,752+216.5% | Added |
| Blue Capital, Inc. | 20,044 | $2.81M | 1.78% | +20,044 | New |
| Hayek Kallen Investment Management | 20,037 | $2.80M | 0.85% | +605+3.1% | Added |
| Crestwood Advisors Group LLC | 19,999 | $2.80M | 0.04% | +1,741+9.5% | Added |
| Freestone Capital Holdings, LLC | 19,952 | $2.79M | 0.07% | −418−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,929 | $2.79M | 0.34% | +2,915+17.1% | Added |
| Basswood Capital Management, L.L.C. | 19,920 | $2.79M | 0.12% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 19,886 | $2.78M | 0.15% | −1,487−7.0% | Reduced |
| Leavell Investment Management, Inc. | 19,770 | $2.77M | 0.10% | +1,904+10.7% | Added |
| Cooper Financial Group | 19,649 | $2.75M | 0.23% | −5,774−22.7% | Reduced |
| Banque Transatlantique SA | 19,613 | $2.75M | 0.06% | 00.0% | Unchanged |
| CV Advisors LLC | 19,550 | $2.74M | 0.52% | +19,550 | New |
| Perpetual Ltd | 19,472 | $2.73M | 0.04% | −2,630−11.9% | Reduced |
| LM Advisors LLC | 19,353 | $2.73M | 0.31% | +17,172+787.3% | Added |
| Benjamin Edwards Inc | 19,448 | $2.72M | 0.02% | +2,503+14.8% | Added |
| Kingsman Wealth Management, Inc. | 19,424 | $2.72M | 1.27% | −1,791−8.4% | Reduced |
| Jennison Associates LLC | 19,352 | $2.71M | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 19,297 | $2.70M | 0.03% | +1,229+6.8% | Added |
| Benedict Financial Advisors Inc | 19,295 | $2.70M | 0.52% | −314−1.6% | Reduced |
| Klingman & Associates, LLC | 19,135 | $2.68M | 0.11% | +151+0.8% | Added |
| Patton Fund Management, Inc. | 19,132 | $2.68M | 0.58% | −9,602−33.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 19,099 | $2.67M | 0.03% | +1,406+7.9% | Added |
| Landmark Wealth Management, LLC | 19,039 | $2.66M | 0.64% | +4,500+31.0% | Added |
| Prosperity Consulting Group, LLC | 19,027 | $2.66M | 0.10% | +1,306+7.4% | Added |
| Bank of Hawaii | 18,967 | $2.65M | 0.13% | −560−2.9% | Reduced |
| Ethos Capital Management, Inc. | 18,966 | $2.65M | 1.89% | +2,385+14.4% | Added |
| LVW Advisors, LLC | 18,929 | $2.65M | 0.23% | +4,887+34.8% | Added |
| R Squared Ltd | 18,911 | $2.65M | 1.39% | +4,492+31.2% | Added |
| Harbour Investments, Inc. | 18,806 | $2.63M | 0.04% | −198−1.0% | Reduced |
| Fusion Capital, LLC | 18,758 | $2.63M | 0.61% | +386+2.1% | Added |
| SlateStone Wealth, LLC | 18,732 | $2.62M | 0.20% | +3,000+19.1% | Added |
| Ausdal Financial Partners, Inc. | 18,718 | $2.62M | 0.10% | +119+0.6% | Added |
| Pflug Koory, LLC | 18,714 | $2.62M | 1.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 18,688 | $2.62M | 0.69% | +241+1.3% | Added |
| Legacy Financial Advisors, Inc. | 18,681 | $2.61M | 0.32% | −384−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 18,617 | $2.61M | 0.05% | +3,073+19.8% | Added |
| Qtron Investments LLC | 18,604 | $2.60M | 0.35% | +4,258+29.7% | Added |
| Choate Investment Advisors | 18,581 | $2.60M | 0.05% | +94+0.5% | Added |
| Matthew Goff Investment Advisor, LLC | 18,556 | $2.60M | 0.44% | −84−0.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 18,467 | $2.58M | 0.01% | −540−2.8% | Reduced |
| Verdence Capital Advisors LLC | 18,396 | $2.57M | 0.14% | +2,088+12.8% | Added |
| Axxion S.A. | 18,331 | $2.57M | 0.18% | +18,331 | New |
| KMG Fiduciary Partners, LLC | 18,204 | $2.55M | 0.24% | +6,071+50.0% | Added |
| United Bank | 18,120 | $2.54M | 0.77% | +2,036+12.7% | Added |
| Syon Capital LLC | 18,104 | $2.53M | 0.11% | +1,220+7.2% | Added |
| Jump Financial, LLC | 18,083 | $2.53M | 0.02% | −56,934−75.9% | Reduced |
| LRI Investments, LLC | 18,038 | $2.52M | 0.20% | +462+2.6% | Added |
| Round Rock Advisors, LLC | 17,988 | $2.52M | 0.32% | 00.0% | Unchanged |
| DV Trading LLC | 17,903 | $2.51M | 0.21% | +11,596+183.9% | Added |
| Haverford Trust Co | 17,868 | $2.50M | 0.02% | +87+0.5% | Added |
| SummitTX Capital, L.P. | 17,800 | $2.49M | 0.07% | +10,310+137.7% | Added |
| Larson Financial Group LLC | 17,782 | $2.49M | 0.07% | −1,292−6.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 17,719 | $2.48M | 1.32% | 00.0% | Unchanged |
| World Equity Group, Inc. | 17,679 | $2.47M | 0.55% | −9,045−33.8% | Reduced |
| Deltec Asset Management LLC | 17,600 | $2.46M | 0.36% | −35,000−66.5% | Reduced |
| Ostrum Asset Management | 17,564 | $2.46M | 0.12% | −8,197−31.8% | Reduced |
| Fisher Funds Management LTD | 17,558 | $2.46M | 0.07% | +4,923+39.0% | Added |
| Essex Financial Services, Inc. | 17,534 | $2.45M | 0.12% | −183−1.0% | Reduced |
| VCI Wealth Management LLC | 17,468 | $2.44M | 0.61% | +17,468 | New |
| Consilium Wealth Advisory, LLC | 17,390 | $2.43M | 0.72% | −212−1.2% | Reduced |
| Whittier Trust Co | 16,857 | $2.43M | 0.02% | +3,521+26.4% | Added |
| Itau Unibanco Holding S.A. | 17,300 | $2.42M | 0.05% | −1,111−6.0% | Reduced |
| RFG Advisory, LLC | 17,299 | $2.42M | 0.04% | −40−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 17,178 | $2.40M | 0.10% | −4,116−19.3% | Reduced |
| E&G Advisors, LP | 17,170 | $2.40M | 0.46% | −10−0.1% | Reduced |
| BlueCrest Capital Management Ltd | 17,164 | $2.40M | 0.10% | −252,440−93.6% | Reduced |
| Thoroughbred Financial Services, LLC | 17,113 | $2.40M | 0.11% | −27−0.2% | Reduced |
| Williamson Legacy Group, LLC | 17,093 | $2.39M | 1.19% | +6,948+68.5% | Added |
| PMC FIG Opportunities LLC | 17,065 | $2.39M | 3.84% | −5,248−23.5% | Reduced |