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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 10,294 | $1.44M | 0.29% | −133−1.3% | Reduced |
| Field & Main Bank | 10,293 | $1.44M | 0.30% | −200−1.9% | Reduced |
| Pure Financial Advisors, Inc. | 10,242 | $1.43M | 0.02% | +1,549+17.8% | Added |
| Concentric Capital Strategies, LP | 10,189 | $1.43M | 0.09% | +1,349+15.3% | Added |
| Royal Fund Management, LLC | 10,156 | $1.42M | 0.12% | −301−2.9% | Reduced |
| Tevis Investment Management | 10,084 | $1.41M | 0.77% | −4,548−31.1% | Reduced |
| Canandaigua National Bank & Trust Co | 10,080 | $1.41M | 0.12% | +10,080 | New |
| Par Capital Management Inc | 10,000 | $1.40M | 0.03% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 9,948 | $1.39M | 0.67% | −2,000−16.7% | Reduced |
| Quent Capital, LLC | 9,935 | $1.39M | 0.09% | −1,391−12.3% | Reduced |
| Meyer Handelman Co | 9,925 | $1.39M | 0.04% | −300−2.9% | Reduced |
| L2 Asset Management, LLC | 9,919 | $1.39M | 0.14% | −303−3.0% | Reduced |
| Prelude Capital Management, LLC | 9,903 | $1.39M | 0.10% | +6,870+226.5% | Added |
| Westside Investment Management, Inc. | 9,824 | $1.37M | 0.18% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 9,817 | $1.37M | 0.49% | −393−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 9,786 | $1.37M | 0.04% | +34+0.3% | Added |
| Cabot Wealth Management Inc | 9,773 | $1.37M | 0.14% | +46+0.5% | Added |
| AlTi Global, Inc. | 9,768 | $1.37M | 0.03% | +484+5.2% | Added |
| Gleason Group, Inc. | 9,664 | $1.35M | 0.12% | +180+1.9% | Added |
| Traub Capital Management LLC | 9,658 | $1.35M | 1.21% | −1,191−11.0% | Reduced |
| Game Creek Capital, LP | 9,625 | $1.35M | 0.58% | −12,225−55.9% | Reduced |
| Invst, LLC | 9,601 | $1.34M | 0.13% | +80+0.8% | Added |
| Morris Retirement Advisors, LLC | 9,580 | $1.34M | 0.49% | +7,393+338.0% | Added |
| AdvisorNet Financial, Inc | 9,561 | $1.34M | 0.06% | +630+7.1% | Added |
| denkapparat Operations GmbH | 9,554 | $1.34M | 0.44% | +9,554 | New |
| Northstar Advisory Group, LLC | 9,519 | $1.33M | 0.41% | +9,519 | New |
| Intellectus Partners, LLC | 9,511 | $1.33M | 0.23% | 00.0% | Unchanged |
| Black Swift Group, LLC | 9,500 | $1.33M | 0.19% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 9,442 | $1.32M | 0.05% | +477+5.3% | Added |
| Alteri Wealth LLC | 9,425 | $1.32M | 0.36% | −153−1.6% | Reduced |
| LVZ Advisors, Inc. | 9,380 | $1.31M | 0.13% | −1,217−11.5% | Reduced |
| Harmony Asset Management LLC | 9,341 | $1.31M | 0.35% | −9−0.1% | Reduced |
| Herold Advisors, Inc. | 9,285 | $1.30M | 0.26% | +124+1.4% | Added |
| SeaCrest Wealth Management, LLC | 9,244 | $1.29M | 0.14% | −5,515−37.4% | Reduced |
| Mayflower Financial Advisors, LLC | 9,225 | $1.29M | 0.11% | −482−5.0% | Reduced |
| Sippican Capital Advisors | 9,215 | $1.29M | 0.79% | −1,641−15.1% | Reduced |
| CSS LLC | 9,208 | $1.29M | 0.06% | −4,000−30.3% | Reduced |
| Clear Street Markets LLC | 9,160 | $1.28M | 0.25% | +2,473+37.0% | Added |
| United Community Bank | 9,146 | $1.28M | 0.40% | +109+1.2% | Added |
| Ofc Financial Planning, LLC | 9,142 | $1.28M | 1.14% | +21+0.2% | Added |
| Guardian Investment Management | 9,095 | $1.27M | 0.87% | +20+0.2% | Added |
| Oxford Wealth Group, LLC | 9,057 | $1.27M | 0.57% | −781−7.9% | Reduced |
| Toth Financial Advisory Corp | 9,056 | $1.27M | 0.12% | +8,341+1,166.6% | Added |
| E Fund Management Co., Ltd. | 9,054 | $1.27M | 0.03% | +2,670+41.8% | Added |
| Colonial River Wealth Management, LLC | 9,007 | $1.26M | 0.36% | −3,260−26.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 8,970 | $1.26M | 0.08% | +168+1.9% | Added |
| Trust Point Inc. | 8,908 | $1.25M | 0.11% | −42−0.5% | Reduced |
| Future Fund LLC | 8,903 | $1.25M | 0.36% | +114+1.3% | Added |
| Fox Run Management, L.L.C. | 8,842 | $1.24M | 0.21% | −15,462−63.6% | Reduced |
| Parcion Private Wealth LLC | 8,830 | $1.24M | 0.07% | +1,029+13.2% | Added |
| Clark Capital Management Group, Inc. | 8,830 | $1.24M | 0.01% | +2,321+35.7% | Added |
| Revolve Wealth Partners, LLC | 8,790 | $1.23M | 0.13% | +6,255+246.7% | Added |
| Anchor Investment Management, LLC | 8,748 | $1.22M | 0.09% | −97−1.1% | Reduced |
| Arvest Investments, Inc. | 8,740 | $1.22M | 0.15% | −166−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,738 | $1.22M | 0.10% | −783−8.2% | Reduced |
| Everest Financial Group LLC | 8,720 | $1.22M | 0.17% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 8,701 | $1.22M | 0.21% | −64,438−88.1% | Reduced |
| Contravisory Investment Management, Inc. | 8,700 | $1.22M | 0.22% | +8,562+6,204.3% | Added |
| Quotient Wealth Partners, LLC | 8,700 | $1.22M | 0.03% | +94+1.1% | Added |
| Stephenson National Bank & Trust | 8,698 | $1.22M | 0.31% | +980+12.7% | Added |
| Carnegie Lake Advisors LLC | 8,663 | $1.21M | 0.45% | +225+2.7% | Added |
| Oslo Pensjonsforsikring AS | 8,629 | $1.21M | 0.14% | −1,762−17.0% | Reduced |
| Powell Investment Advisors, LLC | 8,628 | $1.21M | 0.38% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,618 | $1.21M | 0.07% | +725+9.2% | Added |
| Marco Investment Management LLC | 8,579 | $1.20M | 0.08% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 8,575 | $1.20M | 0.27% | −31−0.4% | Reduced |
| VisionPoint Advisory Group, LLC | 8,543 | $1.20M | 0.20% | +198+2.4% | Added |
| Grant Private Wealth Management Inc | 8,531 | $1.19M | 0.50% | +1,918+29.0% | Added |
| Marex Group plc | 8,524 | $1.19M | 0.01% | +1,004+13.4% | Added |
| Wesbanco Bank Inc | 8,522 | $1.19M | 0.03% | −109−1.3% | Reduced |
| LBMC Investment Advisors, LLC | 8,479 | $1.19M | 0.06% | −1,500−15.0% | Reduced |
| Power Wealth Management LLC | 8,479 | $1.19M | 0.41% | −2,249−21.0% | Reduced |
| Lecap Asset Management Ltd | 8,464 | $1.18M | 0.51% | −923−9.8% | Reduced |
| Massmutual Trust Co FSB | 8,447 | $1.18M | 0.03% | −36−0.4% | Reduced |
| Beacon Financial Advisory LLC | 8,431 | $1.18M | 0.23% | −47−0.6% | Reduced |
| Urban Wealth Management, LLC | 8,418 | $1.18M | 1.03% | −496−5.6% | Reduced |
| Heartland Bank & Trust Co | 8,393 | $1.17M | 0.24% | −157−1.8% | Reduced |
| Signal Advisors Wealth, LLC | 8,351 | $1.17M | 0.06% | +330+4.1% | Added |
| Advisor Resource Council | 8,102 | $1.17M | 0.39% | +283+3.6% | Added |
| Deseret Mutual Benefit Administrators | 8,311 | $1.16M | 0.38% | −2,064−19.9% | Reduced |
| Redwood Investment Management, LLC | 8,291 | $1.16M | 0.11% | −1,090−11.6% | Reduced |
| Facet Wealth, Inc. | 8,267 | $1.16M | 0.02% | +2,109+34.2% | Added |
| Severin Investments, LLC | 8,261 | $1.16M | 0.87% | −1,196−12.6% | Reduced |
| Dearborn Partners LLC | 8,260 | $1.16M | 0.07% | +44+0.5% | Added |
| MCF Advisors LLC | 8,259 | $1.16M | 0.04% | +58+0.7% | Added |
| Catalytic Wealth RIA, LLC | 8,255 | $1.16M | 0.07% | −3,791−31.5% | Reduced |
| Manchester Capital Management LLC | 8,245 | $1.15M | 0.15% | −322−3.8% | Reduced |
| Net Worth Advisory Group | 8,233 | $1.15M | 0.29% | +3,735+83.0% | Added |
| Resonant Capital Advisors, LLC | 8,227 | $1.15M | 0.06% | +416+5.3% | Added |
| Bank Hapoalim BM | 8,154 | $1.14M | 0.08% | +910+12.6% | Added |
| CVA Family Office, LLC | 8,102 | $1.13M | 0.10% | +36+0.4% | Added |
| Asset Planning,Inc | 8,070 | $1.13M | 0.73% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,996 | $1.12M | 0.12% | −21−0.3% | Reduced |
| Birchbrook, Inc. | 7,975 | $1.12M | 0.52% | −7,968−50.0% | Reduced |
| Chapin Davis, Inc. | 7,956 | $1.11M | 0.20% | −2,088−20.8% | Reduced |
| Indivisible Partners | 7,935 | $1.11M | 0.06% | +2,635+49.7% | Added |
| Proathlete Wealth Management LLC | 7,931 | $1.11M | 0.27% | −136−1.7% | Reduced |
| Westwood Holdings Group Inc. | 7,922 | $1.11M | 0.01% | +5,136+184.4% | Added |
| Aigen Investment Management, LP | 7,921 | $1.11M | 0.30% | −7,487−48.6% | Reduced |
| Investors Asset Management of Georgia Inc | 7,863 | $1.10M | 0.38% | +423+5.7% | Added |