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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 13,391 | $1.87M | 0.04% | +1,545+13.0% | Added |
| Focused Alpha, LLC | 13,321 | $1.86M | 0.48% | −9,788−42.4% | Reduced |
| Pinnbrook Capital Management LP | 13,300 | $1.86M | 0.31% | +13,300 | New |
| SageView Advisory Group, LLC | 13,276 | $1.86M | 0.06% | +846+6.8% | Added |
| Edgestream Partners, L.P. | 13,224 | $1.85M | 0.05% | −1,541−10.4% | Reduced |
| Kennedy Investment Group | 13,105 | $1.83M | 0.62% | +2,855+27.9% | Added |
| XTX Topco Ltd | 13,069 | $1.83M | 0.02% | −161,449−92.5% | Reduced |
| Moors & Cabot, Inc. | 13,069 | $1.83M | 0.07% | −288−2.2% | Reduced |
| Legacy Bridge, LLC | 13,064 | $1.83M | 0.56% | −230−1.7% | Reduced |
| Michels Family Financial, LLC | 13,037 | $1.82M | 1.17% | −198−1.5% | Reduced |
| HBK Sorce Advisory LLC | 13,134 | $1.81M | 0.04% | +60.0% | Added |
| Darwin Advisors, LLC | 12,848 | $1.80M | 0.49% | +12,686+7,830.9% | Added |
| Waterloo Capital, L.P. | 12,757 | $1.79M | 0.10% | +223+1.8% | Added |
| Berkeley Capital Partners, LLC | 12,742 | $1.78M | 0.37% | −1,922−13.1% | Reduced |
| Johnson Financial Group, LLC | 12,676 | $1.77M | 0.10% | +12,676 | New |
| Frank, Rimerman Advisors LLC | 12,659 | $1.77M | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,568 | $1.76M | 0.03% | −4,764−27.5% | Reduced |
| Carson Advisory Inc. | 12,566 | $1.76M | 0.81% | −159−1.2% | Reduced |
| Wealth Alliance | 12,511 | $1.75M | 0.15% | +4,052+47.9% | Added |
| Birmingham Capital Management Co Inc | 12,500 | $1.75M | 0.67% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,447 | $1.74M | 0.02% | +6,903+124.5% | Added |
| RMR Wealth Builders | 12,409 | $1.74M | 0.11% | +327+2.7% | Added |
| Private Trust Co NA | 12,365 | $1.73M | 0.14% | −600−4.6% | Reduced |
| Western Wealth Management, LLC | 12,279 | $1.72M | 0.06% | −214−1.7% | Reduced |
| Sowell Financial Services LLC | 12,167 | $1.70M | 0.06% | +66+0.5% | Added |
| Cramer Rosenthal McGlynn LLC | 12,139 | $1.70M | 0.09% | −3,972−24.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 12,091 | $1.69M | 0.34% | +2,217+22.5% | Added |
| RMB Capital Management, LLC | 12,068 | $1.69M | 0.03% | −221−1.8% | Reduced |
| Riverbend Wealth Management, LLC | 12,057 | $1.69M | 0.86% | +163+1.4% | Added |
| Csenge Advisory Group | 12,039 | $1.68M | 0.07% | +2,783+30.1% | Added |
| Concord Asset Management, LLC | 12,020 | $1.68M | 0.26% | −296−2.4% | Reduced |
| KPP Advisory Services LLC | 11,963 | $1.67M | 0.21% | −1,717−12.6% | Reduced |
| Eagle Global Advisors LLC | 11,950 | $1.67M | 0.06% | +300+2.6% | Added |
| Ethos Financial Group, LLC | 13,090 | $1.66M | 0.11% | +6,834+109.2% | Added |
| Flagship Harbor Advisors, LLC | 11,804 | $1.65M | 0.06% | +947+8.7% | Added |
| Navellier & Associates Inc | 11,757 | $1.65M | 0.13% | +3,278+38.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,734 | $1.64M | 0.06% | −1,300−10.0% | Reduced |
| Calamos Wealth Management LLC | 11,724 | $1.64M | 0.05% | +89+0.8% | Added |
| Tower Trust & Investment Co | 11,715 | $1.64M | 0.99% | −109−0.9% | Reduced |
| Wealth Effects LLC | 11,665 | $1.63M | 0.44% | −115−1.0% | Reduced |
| Conning Inc. | 11,644 | $1.63M | 0.05% | −407−3.4% | Reduced |
| Washington Trust Bank | 11,595 | $1.62M | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 11,591 | $1.62M | 0.08% | +1,810+18.5% | Added |
| Allied Private Wealth LLC | 11,788 | $1.62M | 1.04% | +11,788 | New |
| Edmp, Inc. | 11,510 | $1.61M | 1.30% | −1,916−14.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 11,498 | $1.61M | 0.17% | +276+2.5% | Added |
| Philadelphia Trust Co | 11,496 | $1.61M | 0.10% | −301−2.6% | Reduced |
| Grandview Asset Management LLC | 11,482 | $1.60M | 0.40% | +12+0.1% | Added |
| VestGen Advisors, LLC | 11,442 | $1.60M | 0.05% | −1,652−12.6% | Reduced |
| Venture Visionary Partners LLC | 11,435 | $1.60M | 0.04% | −260−2.2% | Reduced |
| IKE Capital, LLC | 11,406 | $1.60M | 0.84% | −1,760−13.4% | Reduced |
| Group One Trading, L.P. | 11,366 | $1.59M | 0.05% | −82,009−87.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,298 | $1.58M | 0.04% | −45,561−80.1% | Reduced |
| Kera Capital Partners, Inc. | 11,295 | $1.58M | 0.15% | +749+7.1% | Added |
| Axecap Investments, LLC | 11,289 | $1.58M | 0.87% | −18,873−62.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,234 | $1.57M | 0.02% | +4,350+63.2% | Added |
| Silver Oak Securities, Inc | 11,208 | $1.57M | 0.10% | +423+3.9% | Added |
| Cito Capital Group, LLC | 11,151 | $1.56M | 0.42% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 11,138 | $1.56M | 0.95% | −1,075−8.8% | Reduced |
| Johnson Investment Counsel Inc | 11,113 | $1.56M | 0.01% | −44−0.4% | Reduced |
| Xxi Wealth, LLC | 11,099 | $1.55M | 0.71% | −877−7.3% | Reduced |
| Portfolio Design Labs, LLC | 11,088 | $1.55M | 0.25% | −33−0.3% | Reduced |
| Secured Retirement Advisors, LLC | 11,054 | $1.55M | 0.79% | −7,767−41.3% | Reduced |
| Bridges Investment Management Inc | 11,054 | $1.55M | 0.02% | +2,436+28.3% | Added |
| North Star Investment Management Corp. | 11,040 | $1.55M | 0.08% | +554+5.3% | Added |
| Axiom Investment Management LLC | 11,013 | $1.54M | 1.03% | −254−2.3% | Reduced |
| Schnieders Capital Management, LLC. | 11,012 | $1.54M | 0.20% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 10,996 | $1.54M | 0.38% | −3,101−22.0% | Reduced |
| Fort Sheridan Advisors LLC | 10,960 | $1.53M | 0.17% | −954−8.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,939 | $1.53M | 0.39% | −1,176−9.7% | Reduced |
| Gateway Investment Advisers LLC | 10,890 | $1.52M | 0.02% | −161−1.5% | Reduced |
| Diversified Enterprises, LLC | 10,888 | $1.52M | 0.07% | +2,955+37.2% | Added |
| Baader Bank INC | 10,875 | $1.52M | 0.12% | −862−7.3% | Reduced |
| Shelton Wealth Management, LLC | 10,858 | $1.52M | 0.60% | −1,897−14.9% | Reduced |
| Rehmann Capital Advisory Group | 10,827 | $1.52M | 0.07% | +2,738+33.8% | Added |
| Parkside Financial Bank & Trust | 10,812 | $1.51M | 0.10% | −97−0.9% | Reduced |
| Asset Dedication, LLC | 10,811 | $1.51M | 0.10% | −282−2.5% | Reduced |
| WSFS Capital Management, LLC | 10,776 | $1.51M | 0.07% | −32−0.3% | Reduced |
| Mather Group, LLC. | 10,760 | $1.51M | 0.01% | +2,559+31.2% | Added |
| Quadcap Wealth Management, LLC | 10,746 | $1.50M | 0.15% | +368+3.5% | Added |
| DRW Securities, LLC | 10,717 | $1.50M | 0.09% | −3,949−26.9% | Reduced |
| Seelaus Asset Management LLC | 10,664 | $1.49M | 1.05% | −2,736−20.4% | Reduced |
| Boston Private Wealth LLC | 10,636 | $1.49M | 0.09% | −1,688−13.7% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 10,632 | $1.49M | 0.62% | −2,150−16.8% | Reduced |
| Continuum Advisory, LLC | 10,624 | $1.49M | 0.12% | +1,726+19.4% | Added |
| Vega Investment Solutions | 10,600 | $1.48M | 0.21% | +5,460+106.2% | Added |
| Umb Bank N A | 10,592 | $1.48M | 0.02% | −2,227−17.4% | Reduced |
| Advyzon Investment Management, LLC | 10,589 | $1.48M | 0.11% | +1,343+14.5% | Added |
| Hollencrest Capital Management | 10,513 | $1.47M | 0.10% | 00.0% | Unchanged |
| McMillan Office, Inc. | 10,504 | $1.47M | 0.17% | −115−1.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.47M | 0.34% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 10,499 | $1.47M | 0.52% | −238−2.2% | Reduced |
| Leonteq Securities AG | 10,449 | $1.46M | 0.09% | −116,650−91.8% | Reduced |
| Lazari Capital Management, Inc. | 10,419 | $1.46M | 0.45% | −285−2.7% | Reduced |
| Mattson Financial Services, LLC | 11,063 | $1.46M | 0.30% | −1,267−10.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10,250 | $1.45M | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 10,364 | $1.45M | 0.07% | +1,154+12.5% | Added |
| Centaurus Financial, Inc. | 10,351 | $1.45M | 0.06% | +1,897+22.4% | Added |
| 71 West Capital Partners | 10,339 | $1.45M | 0.05% | +3,779+57.6% | Added |
| Mosaic Family Wealth Partners, LLC | 10,300 | $1.44M | 0.10% | +10,300 | New |