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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 7,862 | $1.10M | 0.57% | +2,946+59.9% | Added |
| Goldstone Financial Group, LLC | 7,826 | $1.10M | 0.10% | −51−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,813 | $1.09M | 0.03% | +3,805+94.9% | Added |
| Baron Financial Group, LLC | 7,809 | $1.09M | 0.52% | +2,109+37.0% | Added |
| Empirical Asset Management, LLC | 7,798 | $1.09M | 0.25% | +5,793+288.9% | Added |
| Keel Point, LLC | 7,737 | $1.08M | 0.06% | −1,042−11.9% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,733 | $1.08M | 0.78% | +740+10.6% | Added |
| Optas, LLC | 7,730 | $1.08M | 0.15% | +595+8.3% | Added |
| Coastal Bridge Advisors, LLC | 7,710 | $1.08M | 0.07% | +12+0.2% | Added |
| Jmac Enterprises LLC | 7,704 | $1.08M | 0.18% | 00.0% | Unchanged |
| US Asset Management LLC | 7,674 | $1.07M | 0.82% | +34+0.4% | Added |
| First City Capital Management, Inc. | 7,669 | $1.07M | 0.52% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,643 | $1.07M | 0.11% | +523+7.3% | Added |
| Titleist Asset Management, LLC | 7,630 | $1.07M | 0.07% | +1,345+21.4% | Added |
| NorthRock Partners, LLC | 7,616 | $1.07M | 0.02% | +1,186+18.4% | Added |
| Next Level Private LLC | 7,600 | $1.06M | 0.21% | +50+0.7% | Added |
| Joel Isaacson & Co., LLC | 7,599 | $1.06M | 0.03% | −99−1.3% | Reduced |
| MBL Wealth, LLC | 7,585 | $1.06M | 0.07% | +110+1.5% | Added |
| SeaBridge Investment Advisors LLC | 7,578 | $1.06M | 0.15% | +40+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 7,573 | $1.06M | 0.21% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,551 | $1.06M | 0.17% | −613−7.5% | Reduced |
| JM2 Capital Inc. | 7,551 | $1.06M | 0.73% | +9+0.1% | Added |
| Gaddis Premier Wealth Advisors LLC | 7,532 | $1.05M | 0.64% | +371+5.2% | Added |
| ArrowMark Colorado Holdings LLC | 7,530 | $1.05M | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,488 | $1.05M | 0.23% | −186−2.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,475 | $1.05M | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,474 | $1.05M | 0.13% | −509−6.4% | Reduced |
| SMART Wealth LLC | 7,448 | $1.04M | 0.22% | +7,448 | New |
| Nilsine Partners, LLC | 7,437 | $1.04M | 0.07% | +512+7.4% | Added |
| SJS Investment Consulting Inc. | 7,427 | $1.04M | 0.11% | +281+3.9% | Added |
| Aviso Wealth Management | 7,390 | $1.03M | 0.41% | −26−0.4% | Reduced |
| TrueWealth Advisors, LLC | 7,387 | $1.03M | 0.23% | +162+2.2% | Added |
| Quantbot Technologies LP | 7,374 | $1.03M | 0.04% | −29,837−80.2% | Reduced |
| Bradley Foster & Sargent Inc | 7,368 | $1.03M | 0.01% | −279−3.6% | Reduced |
| Sheets Smith Wealth Management | 7,345 | $1.03M | 0.10% | 00.0% | Unchanged |
| Argentarii, LLC | 7,565 | $1.03M | 0.31% | +601+8.6% | Added |
| KCM Investment Advisors LLC | 7,338 | $1.03M | 0.03% | −117−1.6% | Reduced |
| 626 Financial, LLC | 7,334 | $1.03M | 0.40% | −44−0.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,334 | $1.03M | 0.23% | −315−4.1% | Reduced |
| Umpqua Bank | 7,317 | $1.02M | 0.23% | +604+9.0% | Added |
| PW Nova Financial Services LLC | 7,291 | $1.02M | 0.22% | −230−3.1% | Reduced |
| Hexagon Capital Partners LLC | 7,290 | $1.02M | 0.14% | +18+0.2% | Added |
| First Foundation Advisors | 7,281 | $1.02M | 0.04% | +749+11.5% | Added |
| Myriad Asset Management US LP | 7,273 | $1.02M | 1.41% | +2,226+44.1% | Added |
| Delta Asset Management LLC | 7,253 | $1.02M | 0.09% | −301−4.0% | Reduced |
| Adirondack Trust Co | 7,216 | $1.01M | 0.30% | −376−5.0% | Reduced |
| Chilton Capital Management LLC | 7,197 | $1.01M | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 7,194 | $1.01M | 0.11% | −33,815−82.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,192 | $1.01M | 0.25% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,184 | $1.01M | 0.10% | −550−7.1% | Reduced |
| Schuylkill Financial LLC | 7,178 | $1.00M | 0.93% | +7,178 | New |
| Embree Financial Group | 7,173 | $1.00M | 0.10% | +329+4.8% | Added |
| Alta Advisers Ltd | 7,164 | $1.00M | 0.23% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 7,149 | $1.00M | 0.45% | +992+16.1% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,136 | $998.8K | 0.69% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 7,126 | $997.3K | 0.30% | +800+12.6% | Added |
| Coign Capital Advisors LLC | 7,093 | $992.7K | 0.45% | +48+0.7% | Added |
| First PREMIER Bank | 7,086 | $992.0K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,078 | $990.7K | 0.06% | −839−10.6% | Reduced |
| Flputnam Investment Management Co | 7,074 | $990.1K | 0.01% | +723+11.4% | Added |
| BDFS Capital LLC | 7,050 | $986.7K | 0.43% | −126−1.8% | Reduced |
| CFO4Life Group, LLC | 7,048 | $986.4K | 0.13% | +72+1.0% | Added |
| Beta Wealth Group, Inc. | 7,039 | $985.3K | 0.37% | +517+7.9% | Added |
| Global Trust Asset Management, LLC | 7,026 | $983.4K | 0.31% | +296+4.4% | Added |
| Brave Asset Management Inc | 7,024 | $983.1K | 0.21% | −1,000−12.5% | Reduced |
| Acorn Financial Advisory Services Inc | 7,019 | $982.3K | 0.13% | −133−1.9% | Reduced |
| Defiance ETFs, LLC | 7,006 | $981.8K | 0.01% | +1,061+17.8% | Added |
| Encore Global Management, LP | 7,000 | $979.7K | 0.96% | −6,750−49.1% | Reduced |
| 1248 Management, LLC | 6,976 | $976.4K | 0.38% | 00.0% | Unchanged |
| SWS Partners | 6,960 | $974.1K | 0.21% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 6,956 | $973.6K | 0.44% | −211−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 6,930 | $969.9K | 0.02% | +6,270+950.0% | Added |
| Elmwood Wealth Management, Inc. | 6,919 | $968.4K | 0.24% | +99+1.5% | Added |
| Founders Financial Alliance, LLC | 6,915 | $967.8K | 0.13% | +269+4.0% | Added |
| Angeles Wealth Management, LLC | 6,908 | $966.8K | 0.04% | +227+3.4% | Added |
| Certified Advisory Corp | 6,900 | $965.8K | 0.08% | +594+9.4% | Added |
| TFR Capital, LLC. | 6,870 | $961.5K | 0.27% | +204+3.1% | Added |
| Main Street Financial Solutions, LLC | 6,868 | $961.2K | 0.06% | +502+7.9% | Added |
| Rossmore Private Capital | 6,866 | $961.0K | 0.08% | −2,700−28.2% | Reduced |
| F/M Investments LLC | 6,862 | $960.4K | 0.05% | +3,646+113.4% | Added |
| Proficio Capital Partners LLC | 6,860 | $960.1K | 0.03% | +6,860 | New |
| Pension & Wealth Management Advisors, Inc. | 6,851 | $958.9K | 0.26% | +101+1.5% | Added |
| Confluence Wealth Services, Inc. | 6,839 | $957.2K | 0.03% | +2,320+51.3% | Added |
| Kestra Investment Management, LLC | 6,831 | $956.0K | 0.02% | +4,474+189.8% | Added |
| Brown, Lisle/Cummings, Inc. | 6,828 | $955.7K | 0.21% | +52+0.8% | Added |
| Compagnie Lombard Odier SCmA | 6,807 | $952.7K | 0.01% | +301+4.6% | Added |
| WBI Investments | 6,795 | $951.0K | 0.24% | +6,795 | New |
| Themes Management Co LLC | 6,787 | $949.9K | 0.63% | −1,898−21.9% | Reduced |
| Aviance Capital Partners, LLC | 6,727 | $941.6K | 0.10% | +201+3.1% | Added |
| Wealth Management Associates, Inc. | 6,716 | $939.9K | 0.26% | +10.0% | Added |
| Fiducient Advisors LLC | 6,701 | $937.9K | 0.13% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 6,697 | $937.4K | 0.18% | +1,204+21.9% | Added |
| LifePlan Financial, LLC | 6,692 | $936.6K | 0.66% | −1,023−13.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 7,963 | $935.4K | 0.28% | +1,777+28.7% | Added |
| Mount Vernon Associates Inc | 6,670 | $934.0K | 0.61% | 00.0% | Unchanged |
| CVFG LLC | 6,653 | $931.2K | 0.10% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 6,637 | $928.9K | 0.64% | −820−11.0% | Reduced |
| Bridgewater Advisors Inc. | 7,069 | $924.7K | 0.05% | +235+3.4% | Added |
| PCM Encore, LLC | 6,603 | $924.1K | 0.16% | −29−0.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 6,597 | $923.3K | 0.07% | +822+14.2% | Added |