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 |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 6,578 | $921.0K | 0.66% | +6,578 | New |
| Cohen Investment Advisors LLC | 6,570 | $919.5K | 0.41% | −397−5.7% | Reduced |
| Family Legacy, Inc. | 6,563 | $918.5K | 0.24% | +146+2.3% | Added |
| HCR Wealth Advisors | 6,555 | $917.6K | 0.08% | +397+6.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,519 | $912.4K | 0.26% | +309+5.0% | Added |
| Brucke Financial, Inc. | 6,490 | $908.3K | 0.40% | −1,132−14.9% | Reduced |
| Armis Advisers, LLC | 6,307 | $907.3K | 0.08% | +513+8.9% | Added |
| Sym Financial Corp | 6,480 | $906.9K | 0.07% | +624+10.7% | Added |
| First National Bank | 6,475 | $906.2K | 0.36% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 6,439 | $901.2K | 0.07% | +28+0.4% | Added |
| Marino, Stram & Associates LLC | 6,432 | $900.2K | 0.14% | −313−4.6% | Reduced |
| West Family Investments, Inc. | 6,429 | $899.8K | 0.26% | +3,569+124.8% | Added |
| SmartHarvest Portfolios, LLC | 6,424 | $899.1K | 0.29% | +1,482+30.0% | Added |
| Summit Financial Wealth Advisors, LLC | 6,421 | $898.7K | 0.11% | +733+12.9% | Added |
| Stock Yards Bank & Trust Co | 6,420 | $898.5K | 0.03% | +16+0.2% | Added |
| Compass Financial Management LLC | 6,531 | $898.0K | 0.11% | +6,531 | New |
| Harbor Investment Advisory, LLC | 6,401 | $895.9K | 0.06% | +245+4.0% | Added |
| Richmond Brothers, Inc. | 6,398 | $895.5K | 0.47% | +6,398 | New |
| Larry Mathis Financial Planning, LLC | 6,390 | $894.3K | 0.68% | −845−11.7% | Reduced |
| Menard Financial Group LLC | 6,387 | $893.9K | 0.49% | +6,387 | New |
| Colonial Trust Co | 6,381 | $893.0K | 0.11% | −17−0.3% | Reduced |
| Monument Capital Management | 6,379 | $892.8K | 0.18% | +403+6.7% | Added |
| Bryn Mawr Trust Co | 6,359 | $890.0K | 0.02% | −638−9.1% | Reduced |
| Northern Financial Advisors Inc | 6,359 | $890.0K | 0.59% | +10.0% | Added |
| Riversedge Advisors, LLC | 6,332 | $886.3K | 0.12% | +551+9.5% | Added |
| Ignite Planners, LLC | 6,323 | $885.1K | 0.12% | +145+2.3% | Added |
| Solitude Financial Services | 6,292 | $880.6K | 0.24% | −3,895−38.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,282 | $879.2K | 0.07% | +191+3.1% | Added |
| May Hill Capital, LLC | 6,276 | $878.4K | 0.18% | +177+2.9% | Added |
| Pitcairn Wealth Advisors LLC | 6,257 | $875.7K | 0.10% | −6,520−51.0% | Reduced |
| Advisor OS, LLC | 6,255 | $875.5K | 0.06% | +180+3.0% | Added |
| GatePass Capital, LLC | 6,248 | $874.4K | 0.33% | +53+0.9% | Added |
| Strategy Asset Managers LLC | 6,246 | $874.2K | 0.13% | +12+0.2% | Added |
| Huntleigh Advisors, Inc. | 6,239 | $873.2K | 0.12% | +1,160+22.8% | Added |
| Birch Financial Group, LLC | 6,221 | $870.8K | 0.45% | +201+3.3% | Added |
| Western Financial Corp | 6,218 | $870.3K | 0.25% | +6,218 | New |
| IFG Advisors, LLC | 6,198 | $867.5K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,197 | $867.3K | 0.15% | +22+0.4% | Added |
| Northbridge Financial Group, LLC | 6,187 | $865.9K | 0.33% | −397−6.0% | Reduced |
| Permanent Capital Management, LP | 6,160 | $862.2K | 0.12% | 00.0% | Unchanged |
| Montecito Bank & Trust | 6,155 | $861.5K | 0.13% | −345−5.3% | Reduced |
| CoreCap Advisors, LLC | 6,154 | $861.3K | 0.03% | +1,779+40.7% | Added |
| Altfest L J & Co Inc | 6,152 | $861.0K | 0.08% | +12+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 6,144 | $859.9K | 0.04% | −27−0.4% | Reduced |
| Unified Investment Management | 6,137 | $858.9K | 0.80% | −67−1.1% | Reduced |
| Richwood Investment Advisors, LLC | 6,128 | $857.7K | 0.60% | −283−4.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,127 | $857.6K | 0.31% | +387+6.7% | Added |
| Keebeck Wealth Management, LLC | 6,096 | $853.2K | 0.08% | +1,320+27.6% | Added |
| Twelve Points Wealth Management LLC | 6,085 | $851.7K | 0.17% | −294−4.6% | Reduced |
| BTG Pactual Asset Management US LLC | 6,082 | $851.2K | 0.06% | +957+18.7% | Added |
| BCJ Capital Management, LLC | 6,057 | $847.7K | 0.04% | +701+13.1% | Added |
| Curry Webb Wealth Management LLC | 6,024 | $843.1K | 0.35% | −3,396−36.1% | Reduced |
| Angel Oak Capital Advisors, LLC | 6,000 | $839.8K | 1.06% | −5,000−45.5% | Reduced |
| Arista Wealth Management, LLC | 5,980 | $837.0K | 0.09% | −3,913−39.6% | Reduced |
| Jeppson Wealth Management, LLC | 5,976 | $836.4K | 0.25% | −1,566−20.8% | Reduced |
| Patten Group, Inc. | 5,966 | $835.0K | 0.13% | +539+9.9% | Added |
| NTV Asset Management LLC | 5,964 | $834.7K | 0.08% | +15+0.3% | Added |
| Caerus Investment Advisors, LLC | 5,941 | $831.5K | 0.28% | +570+10.6% | Added |
| Centiva Capital, LP | 5,936 | $830.8K | 0.03% | −22,208−78.9% | Reduced |
| Cromwell Holdings LLC | 5,927 | $829.5K | 0.37% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,911 | $827.3K | 0.39% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 5,900 | $825.8K | 0.71% | −200−3.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,892 | $824.6K | 0.02% | −163−2.7% | Reduced |
| Hills Bank & Trust Co | 5,888 | $824.1K | 0.04% | −114−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 5,844 | $817.9K | 0.05% | −368−5.9% | Reduced |
| Everpar Advisors LLC | 5,840 | $817.4K | 0.23% | +320+5.8% | Added |
| Boltwood Capital Management | 5,834 | $816.5K | 0.19% | +1,033+21.5% | Added |
| Third View Private Wealth, LLC | 5,828 | $815.7K | 0.10% | +635+12.2% | Added |
| Main Street Research LLC | 5,803 | $812.2K | 0.04% | +277+5.0% | Added |
| Gilbert & Cook, Inc. | 5,797 | $811.3K | 0.09% | +43+0.7% | Added |
| Samalin Investment Counsel, LLC | 5,779 | $808.8K | 0.26% | −378−6.1% | Reduced |
| Blue Line Capital, LLC | 5,765 | $806.9K | 0.70% | +5,765 | New |
| Cambient Family Office, LLC | 5,763 | $806.6K | 0.10% | +2,461+74.5% | Added |
| Westover Capital Advisors, LLC | 5,747 | $804.4K | 0.13% | +1,635+39.8% | Added |
| Zions Bancorporation, National Association | 5,738 | $803.1K | 0.05% | +3+0.1% | Added |
| D'Orazio & Associates, Inc. | 5,730 | $802.0K | 0.09% | +137+2.4% | Added |
| Range Advisory, LLC | 5,730 | $802.0K | 0.10% | +1,973+52.5% | Added |
| Donoghue Forlines LLC | 5,727 | $801.6K | 0.21% | −1,849−24.4% | Reduced |
| GeoWealth Management, LLC | 5,719 | $800.4K | 0.03% | −638−10.0% | Reduced |
| Rexford Capital Inc | 5,714 | $799.7K | 0.49% | +41+0.7% | Added |
| City National Bank of Florida | 5,700 | $797.8K | 0.33% | +3,631+175.5% | Added |
| Baker Tilly Wealth Management, LLC | 5,671 | $793.7K | 0.17% | +1,316+30.2% | Added |
| TownSquare Capital, LLC | 5,656 | $791.6K | 0.15% | +314+5.9% | Added |
| Pekin Hardy Strauss, Inc. | 5,648 | $790.5K | 0.07% | −300−5.0% | Reduced |
| Cim Investment Mangement Inc | 5,632 | $788.3K | 0.19% | −562−9.1% | Reduced |
| Geneos Wealth Management Inc. | 5,632 | $788.2K | 0.02% | −1,006−15.2% | Reduced |
| Golden Reserve Retirement LLC | 5,610 | $785.1K | 0.12% | +2,548+83.2% | Added |
| Morse Asset Management, Inc | 5,606 | $784.6K | 0.13% | +2,695+92.6% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,570 | $779.6K | 0.04% | 00.0% | Unchanged |
| GWN Securities Inc. | 5,553 | $777.2K | 0.13% | −381−6.4% | Reduced |
| Twinbeech Capital LP | 5,553 | $777.2K | 0.14% | +1,465+35.8% | Added |
| Bauman Advisory Group, LLC | 5,529 | $773.9K | 0.41% | +1,869+51.1% | Added |
| Root Financial Partners, LLC | 5,528 | $773.7K | 0.03% | +1,006+22.2% | Added |
| Income Insurance Ltd | 5,512 | $771.5K | 0.46% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 5,500 | $769.8K | 0.08% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 5,500 | $769.8K | 0.01% | +5,500 | New |
| Rare Wolf Capital LLC | 5,498 | $769.5K | 0.49% | −2,407−30.4% | Reduced |
| Trueblood Wealth Management, LLC | 5,495 | $769.1K | 0.27% | +23+0.4% | Added |
| Tradewinds, LLC. | 4,237 | $768.5K | 0.24% | +4,237 | New |
| Rosenberg Matthew Hamilton | 5,473 | $766.0K | 0.14% | +388+7.6% | Added |