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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 17,061 | $2.39M | 0.04% | +2,265+15.3% | Added |
| Stableford Capital II LLC | 16,996 | $2.38M | 0.82% | −231−1.3% | Reduced |
| Norden Group LLC | 16,953 | $2.37M | 0.19% | +449+2.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 16,833 | $2.36M | 0.12% | +1,331+8.6% | Added |
| PVG Asset Management Corp | 16,821 | $2.35M | 1.36% | 00.0% | Unchanged |
| Breakwater Capital Group | 16,762 | $2.35M | 0.28% | −468−2.7% | Reduced |
| Chapman Financial Group, LLC | 16,758 | $2.35M | 1.56% | −50−0.3% | Reduced |
| Avestar Capital, LLC | 16,751 | $2.34M | 0.14% | −309−1.8% | Reduced |
| Bluebird Wealth Management LLC | 16,749 | $2.34M | 2.03% | −2,153−11.4% | Reduced |
| Aprio Wealth Management, LLC | 16,705 | $2.34M | 0.12% | +527+3.3% | Added |
| Arjuna Capital | 16,691 | $2.34M | 0.53% | −252−1.5% | Reduced |
| Ballentine Partners, LLC | 16,663 | $2.33M | 0.03% | −609−3.5% | Reduced |
| Belpointe Asset Management LLC | 16,604 | $2.32M | 0.08% | −1,763−9.6% | Reduced |
| Fulton Bank, N.A. | 16,457 | $2.30M | 0.07% | +4,204+34.3% | Added |
| Hobbs Group Advisors, LLC | 16,443 | $2.30M | 0.61% | +319+2.0% | Added |
| Melfa Wealth Management, LLC | 16,434 | $2.30M | 1.24% | −40.0% | Reduced |
| Athena Wealth Management, LLC | 16,392 | $2.29M | 1.71% | −1,128−6.4% | Reduced |
| Citizens & Northern Corp | 16,391 | $2.29M | 0.52% | −235−1.4% | Reduced |
| Cardinal Point Capital Management, ULC | 16,357 | $2.29M | 0.13% | −382−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,192 | $2.28M | 0.04% | −2,175−11.8% | Reduced |
| Machina Capital S.A.S. | 16,209 | $2.27M | 0.36% | +16,209 | New |
| 111 Capital | 16,132 | $2.26M | 0.39% | +6,824+73.3% | Added |
| Flywheel Private Wealth LLC | 16,100 | $2.25M | 1.11% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 15,949 | $2.25M | 0.35% | −21−0.1% | Reduced |
| Spire Wealth Management | 16,007 | $2.24M | 0.07% | −2,645−14.2% | Reduced |
| Cigna Investments Inc | 16,000 | $2.24M | 0.29% | −594−3.6% | Reduced |
| Accurate Wealth Management, LLC | 15,896 | $2.24M | 0.21% | −2,540−13.8% | Reduced |
| Legacy Capital Group California, Inc. | 15,985 | $2.24M | 0.67% | −4,107−20.4% | Reduced |
| FORA Capital, LLC | 15,946 | $2.23M | 0.15% | +10,868+214.0% | Added |
| Moneta Group Investment Advisors LLC | 15,864 | $2.22M | 0.02% | +507+3.3% | Added |
| 3Chopt Investment Partners, LLC | 15,863 | $2.22M | 0.42% | +15,863 | New |
| Winthrop Capital Management, LLC | 15,772 | $2.21M | 0.53% | +58+0.4% | Added |
| Kovack Advisors, Inc. | 15,748 | $2.21M | 0.11% | +3,248+26.0% | Added |
| Sentinus, LLC | 15,710 | $2.20M | 0.18% | +1,340+9.3% | Added |
| Bayesian Capital Management, LP | 15,700 | $2.20M | 1.41% | +6,891+78.2% | Added |
| Kingswood Wealth Advisors, LLC | 15,609 | $2.18M | 0.09% | −83−0.5% | Reduced |
| Gsa Capital Partners LLP | 15,546 | $2.18M | 0.14% | −6,234−28.6% | Reduced |
| Generation Capital Management LLC | 15,520 | $2.17M | 1.33% | −195−1.2% | Reduced |
| Sargent Investment Group, LLC | 15,354 | $2.15M | 0.26% | +222+1.5% | Added |
| Checchi Capital Advisers, LLC | 15,333 | $2.15M | 0.14% | +177+1.2% | Added |
| Paragon Capital Management LLC | 15,302 | $2.14M | 0.99% | −152−1.0% | Reduced |
| Dakota Wealth Management | 15,232 | $2.13M | 0.04% | −778−4.9% | Reduced |
| Daytona Street Capital LLC | 15,118 | $2.13M | 1.56% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 15,129 | $2.12M | 0.14% | −434−2.8% | Reduced |
| Harvest Fund Management Co., Ltd | 15,121 | $2.12M | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,061 | $2.11M | 0.19% | −1,959−11.5% | Reduced |
| Profund Advisors LLC | 15,047 | $2.11M | 0.06% | −902−5.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,000 | $2.10M | 0.84% | +500+3.4% | Added |
| Boyar Asset Management Inc. | 14,997 | $2.10M | 1.20% | +266+1.8% | Added |
| Shrier Wealth Management, LLC | 14,959 | $2.09M | 0.71% | −18−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,956 | $2.09M | 0.05% | −288−1.9% | Reduced |
| Somerset Trust Co | 14,955 | $2.09M | 0.59% | +82+0.6% | Added |
| NVWM, LLC | 14,949 | $2.09M | 0.42% | +437+3.0% | Added |
| Widmann Financial Services, Inc. | 14,911 | $2.09M | 1.12% | −277−1.8% | Reduced |
| First Commonwealth Financial Corp | 14,829 | $2.08M | 0.29% | −305−2.0% | Reduced |
| Wall Street Access Asset Management, LLC | 14,772 | $2.07M | 0.29% | +7,639+107.1% | Added |
| Excalibur Management Corp | 14,765 | $2.07M | 0.68% | +40.0% | Added |
| Connable Office Inc | 14,746 | $2.06M | 0.18% | +36+0.2% | Added |
| First Citizens Bank & Trust Co | 14,612 | $2.05M | 0.03% | +165+1.1% | Added |
| Owen LaRue, LLC | 14,530 | $2.03M | 0.71% | +1,500+11.5% | Added |
| BDF-Gestion | 45,407 | $2.03M | 0.61% | −5,105−10.1% | Reduced |
| Brian Low Financial Group, LLC | 14,455 | $2.02M | 1.18% | +1,110+8.3% | Added |
| Venturi Wealth Management, LLC | 14,450 | $2.02M | 0.08% | +26+0.2% | Added |
| Independence Bank of Kentucky | 14,427 | $2.02M | 0.23% | −1,953−11.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 14,353 | $2.01M | 0.49% | −412−2.8% | Reduced |
| Matrix Trust Co | 14,350 | $2.01M | 0.29% | −4,832−25.2% | Reduced |
| Sigma Planning Corp | 14,318 | $2.00M | 0.05% | −198−1.4% | Reduced |
| Longfellow Investment Management Co LLC | 14,317 | $2.00M | 0.41% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 14,209 | $1.99M | 1.01% | +7,116+100.3% | Added |
| Concord Wealth Partners | 14,187 | $1.99M | 0.23% | −274−1.9% | Reduced |
| MWA Asset Management | 14,166 | $1.98M | 0.90% | −83−0.6% | Reduced |
| CX Institutional | 14,139 | $1.98M | 0.06% | +60+0.4% | Added |
| Bull Harbor Capital LLC | 14,074 | $1.97M | 0.38% | +1,427+11.3% | Added |
| Personal Cfo Solutions, LLC | 14,027 | $1.96M | 0.28% | +58+0.4% | Added |
| Fidelis Capital Partners, LLC | 14,008 | $1.96M | 0.11% | +740+5.6% | Added |
| Oak Thistle LLC | 13,987 | $1.96M | 0.19% | +13,987 | New |
| Portside Wealth Group, LLC | 13,883 | $1.94M | 0.23% | +419+3.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,879 | $1.94M | 0.03% | +13,879 | New |
| Sterling Investment Counsel, LLC | 13,861 | $1.94M | 0.46% | +242+1.8% | Added |
| EverSource Wealth Advisors, LLC | 13,767 | $1.93M | 0.07% | −2,120−13.3% | Reduced |
| Caxton Associates LLP | 13,738 | $1.92M | 0.04% | −6,010−30.4% | Reduced |
| Prasad Wealth Partners, LLC | 13,722 | $1.92M | 0.46% | −15−0.1% | Reduced |
| Arvest Bank Trust Division | 13,721 | $1.92M | 0.09% | −688−4.8% | Reduced |
| Clarus Wealth Advisors | 13,858 | $1.90M | 0.73% | −547−3.8% | Reduced |
| Wellington Grp LLC | 13,560 | $1.90M | 0.50% | +1,200+9.7% | Added |
| Buckley Wealth Management, LLC | 13,545 | $1.90M | 0.47% | −3,769−21.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,539 | $1.89M | 0.09% | −53−0.4% | Reduced |
| Moody National Bank Trust Division | 13,517 | $1.89M | 0.16% | +24+0.2% | Added |
| DKRT Investments Corp. | 13,500 | $1.89M | 0.46% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 13,489 | $1.89M | 0.06% | +8,076+149.2% | Added |
| Apella Capital, LLC | 13,411 | $1.89M | 0.03% | +291+2.2% | Added |
| ING Groep NV | 13,471 | $1.89M | 0.01% | −154,668−92.0% | Reduced |
| Versant Capital Management, Inc | 13,464 | $1.88M | 0.17% | −264−1.9% | Reduced |
| Smithbridge Asset Management Inc | 13,461 | $1.88M | 0.26% | −2,596−16.2% | Reduced |
| New England Research & Management, Inc. | 13,452 | $1.88M | 0.73% | −1,775−11.7% | Reduced |
| Change Path, LLC | 13,447 | $1.88M | 0.04% | −1,543−10.3% | Reduced |
| Integrated Quantitative Investments LLC | 13,442 | $1.88M | 0.31% | −7,349−35.3% | Reduced |
| Sivia Capital Partners, LLC | 13,424 | $1.88M | 0.23% | +10,041+296.8% | Added |
| Eagle Strategies LLC | 13,417 | $1.88M | 0.19% | +224+1.7% | Added |
| Citizens National Bank Trust Department | 13,393 | $1.87M | 0.28% | −105−0.8% | Reduced |