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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 5,465 | $765.0K | 0.21% | +621+12.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,452 | $763.1K | 0.07% | −25−0.5% | Reduced |
| Teucrium Investment Advisors, LLC | 5,426 | $759.4K | 0.68% | +5,426 | New |
| Precedent Wealth Partners, LLC | 5,420 | $758.6K | 0.13% | +5,420 | New |
| MFA Wealth Services | 5,418 | $758.3K | 0.45% | −214−3.8% | Reduced |
| Balanced Rock Investment Advisor | 5,410 | $757.2K | 0.47% | −454−7.7% | Reduced |
| Palumbo Wealth Management LLC | 5,402 | $756.1K | 0.16% | +5,402 | New |
| Accel Wealth Management | 5,381 | $753.1K | 0.17% | −165−3.0% | Reduced |
| Compass Wealth Management LLC | 5,377 | $752.6K | 0.14% | +5,377 | New |
| Gables Capital Management Inc. | 5,375 | $752.3K | 0.27% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,369 | $751.5K | 0.08% | +52+1.0% | Added |
| Silverlake Wealth Management LLC | 5,365 | $751.0K | 0.14% | +11+0.2% | Added |
| LMR Partners LLP | 5,365 | $750.9K | 0.01% | +3,073+134.1% | Added |
| Glen Eagle Advisors, LLC | 5,334 | $746.5K | 0.09% | +39+0.7% | Added |
| Allen Capital Group, LLC | 5,326 | $745.4K | 0.06% | +159+3.1% | Added |
| Ponta Wealth Partners, LLC | 5,319 | $744.4K | 0.40% | +1,794+50.9% | Added |
| V-Square Quantitative Management LLC | 5,298 | $741.5K | 0.07% | +948+21.8% | Added |
| Coastwise Capital Group, LLC | 5,259 | $736.1K | 0.43% | −11−0.2% | Reduced |
| FNY Investment Advisers, LLC | 5,260 | $736.0K | 0.27% | −850−13.9% | Reduced |
| Triad Wealth Partners, LLC | 5,508 | $735.7K | 0.04% | +1,836+50.0% | Added |
| Anchyra Partners LLC | 5,238 | $733.1K | 0.18% | +240+4.8% | Added |
| Intrinsic Value Partners, LLC | 5,235 | $732.7K | 0.50% | −20−0.4% | Reduced |
| Zullo Investment Group, Inc. | 5,224 | $731.2K | 0.25% | −77−1.5% | Reduced |
| Wrapmanager Inc | 5,201 | $727.9K | 0.23% | −69−1.3% | Reduced |
| Capital Advisors Inc | 5,195 | $727.2K | 0.01% | −2,296−30.7% | Reduced |
| OneAscent Financial Services LLC | 5,178 | $724.8K | 0.03% | +385+8.0% | Added |
| Woodward Diversified Capital, LLC | 5,178 | $724.6K | 0.32% | +4+0.1% | Added |
| Tranquility Partners, LLC | 5,177 | $724.6K | 0.25% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,164 | $722.7K | 0.06% | −197−3.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,164 | $722.7K | 0.14% | −299−5.5% | Reduced |
| CMT Capital Markets Trading GmbH | 5,160 | $722.0K | 0.38% | +457+9.7% | Added |
| Abel Hall, LLC | 5,136 | $718.8K | 0.12% | +251+5.1% | Added |
| Clear Creek Financial Management, LLC | 5,133 | $718.4K | 0.05% | +164+3.3% | Added |
| BlueChip Wealth Advisors LLC | 5,122 | $716.9K | 0.27% | −5,000−49.4% | Reduced |
| J.Safra Asset Management Corp | 5,110 | $715.2K | 0.03% | +4,930+2,738.9% | Added |
| Interchange Capital Partners, LLC | 5,110 | $715.1K | 0.13% | +2,754+116.9% | Added |
| Basecamp Wealth Advisors LLC | 5,103 | $714.2K | 0.13% | +83+1.7% | Added |
| Drive Wealth Management, LLC | 5,088 | $712.2K | 0.13% | +996+24.3% | Added |
| Aurora Private Wealth, Inc. | 5,079 | $711.0K | 0.45% | −503−9.0% | Reduced |
| One Wealth Advisors, LLC | 5,063 | $708.6K | 0.08% | −370−6.8% | Reduced |
| Ellevest, Inc. | 5,883 | $708.3K | 0.08% | +1,695+40.5% | Added |
| Nicholas Hoffman & Company, LLC. | 5,058 | $707.9K | 0.01% | +249+5.2% | Added |
| Excelsior Advisor Network LLC | 5,056 | $707.6K | 0.09% | +2,754+119.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,053 | $707.2K | 0.40% | −663−11.6% | Reduced |
| RiverFront Investment Group, LLC | 5,047 | $706.4K | 0.01% | +288+6.1% | Added |
| Vicus Capital | 5,039 | $705.3K | 0.05% | +20+0.4% | Added |
| Cornerstone Capital, Inc. | 5,030 | $704.0K | 0.06% | −15−0.3% | Reduced |
| Sightline Wealth Advisors, LLC | 5,028 | $703.7K | 0.26% | +20+0.4% | Added |
| Bramshill Investments, LLC | 5,000 | $699.8K | 0.05% | −1,500−23.1% | Reduced |
| Harbor Advisors LLC | 5,000 | $699.8K | 0.09% | 00.0% | Unchanged |
| Capital Square, LLC | 4,970 | $699.7K | 0.31% | −1,092−18.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,999 | $699.7K | 0.01% | +418+9.1% | Added |
| Perennial Investment Advisors, LLC | 4,996 | $699.3K | 0.05% | −175−3.4% | Reduced |
| Worth Asset Management, LLC | 4,990 | $698.4K | 0.22% | +415+9.1% | Added |
| Audent Global Asset Management, LLC | 4,986 | $697.8K | 0.78% | +2,837+132.0% | Added |
| Atalanta Sosnoff Capital, LLC | 4,980 | $697.0K | 0.01% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 4,975 | $696.3K | 0.41% | −18−0.4% | Reduced |
| TritonPoint Partners, LLC | 4,926 | $689.4K | 0.06% | +4,926 | New |
| Opinicus Capital, Inc. | 4,925 | $689.3K | 0.37% | −1,471−23.0% | Reduced |
| Atlas Brown,Inc. | 4,924 | $689.2K | 0.19% | −11−0.2% | Reduced |
| Ambassador Advisors, LLC | 4,917 | $688.2K | 0.08% | +4,917 | New |
| William B. Walkup & Associates, Inc. | 4,907 | $686.8K | 0.33% | +622+14.5% | Added |
| Essex Savings Bank | 4,904 | $686.4K | 0.15% | +13+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 4,888 | $684.2K | 0.01% | −598−10.9% | Reduced |
| Tyche Wealth Partners LLC | 4,884 | $683.6K | 0.10% | +873+21.8% | Added |
| North Star Asset Management Inc | 4,884 | $683.6K | 0.03% | +38+0.8% | Added |
| Collaborative Fund Advisors, LLC | 4,866 | $681.0K | 0.40% | +4,866 | New |
| Forum Finance Group S.A. | 6,025 | $681.0K | 0.24% | +1,225+25.5% | Added |
| Advisory Alpha, LLC | 4,860 | $680.5K | 0.02% | +44+0.9% | Added |
| Gryphon Financial Partners LLC | 4,858 | $680.0K | 0.06% | +153+3.3% | Added |
| Magnus Financial Group LLC | 4,853 | $679.2K | 0.05% | +331+7.3% | Added |
| Flatrock Wealth Partners LLC | 4,852 | $679.1K | 0.27% | +317+7.0% | Added |
| Orrstown Financial Services Inc | 4,845 | $678.1K | 0.10% | −389−7.4% | Reduced |
| Cypress Capital Group | 4,845 | $678.1K | 0.06% | +300+6.6% | Added |
| TRB Wealth Management, LLC | 4,843 | $677.8K | 0.09% | 00.0% | Unchanged |
| First Pacific Financial | 4,842 | $677.7K | 0.08% | +4,761+5,877.8% | Added |
| McAdam, LLC | 4,840 | $677.5K | 0.03% | +459+10.5% | Added |
| Ballast, Inc. | 4,822 | $674.9K | 0.13% | +4,822 | New |
| Pines Wealth Management, LLC | 4,804 | $672.4K | 0.19% | +11+0.2% | Added |
| Forum Financial Management, LP | 4,785 | $669.8K | 0.01% | +134+2.9% | Added |
| Alta Wealth Advisors LLC | 4,784 | $669.6K | 0.18% | −72−1.5% | Reduced |
| Financial Engines Advisors L.L.C. | 4,773 | $668.0K | 0.00% | +111+2.4% | Added |
| NBT Bank N A | 4,738 | $663.1K | 0.04% | −443−8.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,714 | $659.8K | 0.07% | −111−2.3% | Reduced |
| Sandro Wealth Management LLC | 4,712 | $659.5K | 0.48% | +349+8.0% | Added |
| Core Capital Management & Research, inc. | 5,000 | $658.3K | 0.35% | +5,000 | New |
| Richardson Financial Services Inc. | 4,701 | $658.0K | 0.37% | +1,360+40.7% | Added |
| Symphony Financial, Ltd. Co. | 4,647 | $656.0K | 0.07% | +2,636+131.1% | Added |
| Pasadena Private Wealth, LLC | 4,687 | $656.0K | 0.08% | +951+25.5% | Added |
| Werba Rubin Papier Wealth Management | 4,684 | $655.6K | 0.08% | −117−2.4% | Reduced |
| Cowa, LLC | 4,675 | $654.3K | 0.16% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 4,651 | $650.9K | 0.03% | −124−2.6% | Reduced |
| Onefund, LLC | 4,647 | $650.4K | 0.37% | −266−5.4% | Reduced |
| Ridgewood Investments LLC | 4,644 | $649.9K | 0.24% | −431−8.5% | Reduced |
| Opal Wealth Advisors, LLC | 4,639 | $649.3K | 0.14% | −455−8.9% | Reduced |
| Inceptionr LLC | 4,638 | $649.1K | 0.16% | −6,123−56.9% | Reduced |
| Prostatis Group LLC | 4,635 | $648.7K | 0.15% | +37+0.8% | Added |
| FSM Wealth Advisors, LLC | 4,611 | $645.3K | 0.07% | +363+8.5% | Added |
| Voleon Capital Management LP | 4,602 | $644.1K | 0.01% | −8,411−64.6% | Reduced |
| Washington Capital Management Inc | 4,600 | $643.8K | 0.42% | +4,600 | New |