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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 4,580 | $641.0K | 0.10% | −20.0% | Reduced |
| BIP Wealth, LLC | 4,577 | $640.6K | 0.02% | +908+24.7% | Added |
| GTS Securities LLC | 4,575 | $640.3K | 0.01% | −9,321−67.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,567 | $639.2K | 0.12% | +346+8.2% | Added |
| KC Investment Advisors, LLC | 4,565 | $638.9K | 0.12% | +1,580+52.9% | Added |
| O'Neil Global Advisors, Inc. | 4,552 | $637.1K | 0.14% | +4,552 | New |
| Fortis Advisors, LLC | 4,550 | $636.8K | 0.30% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,548 | $636.5K | 0.07% | +41+0.9% | Added |
| Sagewood Asset Management LP | 4,516 | $632.1K | 0.14% | +600+15.3% | Added |
| Pointe Capital Management LLC | 4,503 | $630.2K | 0.28% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,502 | $630.2K | 0.02% | +255+6.0% | Added |
| Mma Asset Management LLC | 4,500 | $629.8K | 0.20% | −657−12.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,496 | $629.3K | 0.03% | +57+1.3% | Added |
| Betterment LLC | 4,496 | $629.0K | 0.00% | −28−0.6% | Reduced |
| Brown Financial Advisors | 4,479 | $626.9K | 0.22% | −103−2.2% | Reduced |
| Cypress Point Wealth Management, LLC | 4,478 | $626.7K | 0.13% | +1,851+70.5% | Added |
| Grove Bank & Trust | 4,470 | $625.6K | 0.06% | +1,829+69.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,456 | $623.7K | 0.01% | −44−1.0% | Reduced |
| Teza Capital Management LLC | 4,448 | $622.5K | 1.20% | +349+8.5% | Added |
| Key Financial Inc | 4,436 | $620.9K | 0.10% | +316+7.7% | Added |
| Alphadyne Asset Management LP | 4,435 | $620.7K | 0.03% | −8,202−64.9% | Reduced |
| MJP Associates Inc | 4,427 | $619.6K | 0.07% | +568+14.7% | Added |
| Investors Research Corp | 4,425 | $619.3K | 0.11% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 4,415 | $618.0K | 0.14% | −145−3.2% | Reduced |
| Ariadne Wealth Management, LP | 4,415 | $617.9K | 0.27% | −66−1.5% | Reduced |
| Clearwave Capital, LLC | 4,414 | $617.7K | 0.34% | +480+12.2% | Added |
| Beirne Wealth Consulting Services, LLC | 4,405 | $616.5K | 0.12% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,375 | $612.4K | 0.33% | 00.0% | Unchanged |
| Blalock Williams, LLC | 4,339 | $607.3K | 0.39% | +388+9.8% | Added |
| Intelligence Driven Advisers, LLC | 4,339 | $607.3K | 0.10% | +1,126+35.0% | Added |
| Evercore Wealth Management, LLC | 4,328 | $605.7K | 0.01% | −48−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 4,327 | $605.6K | 0.08% | +8+0.2% | Added |
| Sage Investment Advisers LLC | 4,318 | $604.4K | 0.41% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,313 | $603.6K | 0.08% | −300−6.5% | Reduced |
| Archer Investment Corp | 4,300 | $601.8K | 0.12% | +10.0% | Added |
| Tamar Securities, LLC | 4,295 | $601.2K | 0.06% | +395+10.1% | Added |
| Kentucky Trust Co | 4,291 | $600.6K | 0.29% | −28−0.6% | Reduced |
| Hudson Value Partners, LLC | 4,285 | $599.7K | 0.15% | +4,285 | New |
| Tepp RIA, LLC | 4,278 | $598.7K | 0.41% | −150−3.4% | Reduced |
| Baron Wealth Management LLC | 4,257 | $595.7K | 0.15% | +52+1.2% | Added |
| Evergreen Wealth Solutions, LLC | 4,291 | $595.3K | 0.03% | +744+21.0% | Added |
| Bluesphere Advisors, LLC | 4,240 | $593.4K | 0.18% | +78+1.9% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $593.1K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,225 | $591.3K | 0.02% | −12−0.3% | Reduced |
| Essential Partners LLC | 4,217 | $590.2K | 0.27% | −18,313−81.3% | Reduced |
| Associated Banc-Corp | 4,203 | $588.3K | 0.01% | −10−0.2% | Reduced |
| Roble, Belko & Company, Inc | 4,202 | $588.0K | 0.06% | −20.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,205 | $587.8K | 0.06% | −3,979−48.6% | Reduced |
| Swiss Re Ltd | 4,193 | $586.9K | 0.05% | +3,693+738.6% | Added |
| Goldstein Advisors, LLC | 4,184 | $585.6K | 0.05% | +1,371+48.7% | Added |
| Texas Bank & Trust Co | 4,174 | $584.2K | 0.19% | +1,601+62.2% | Added |
| Davidson Trust Co | 4,153 | $581.3K | 0.23% | +327+8.5% | Added |
| Ninepoint Partners LP | 4,142 | $579.7K | 0.05% | +1,798+76.7% | Added |
| Invenio Wealth Partners LLC | 4,137 | $579.0K | 0.21% | −167−3.9% | Reduced |
| Greenfield Savings Bank | 4,129 | $577.9K | 0.22% | −5−0.1% | Reduced |
| GSB Wealth Management, LLC | 4,116 | $576.1K | 0.12% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,105 | $574.5K | 0.02% | +86+2.1% | Added |
| X-Square Capital, LLC | 4,104 | $574.0K | 0.15% | −55−1.3% | Reduced |
| EPG Wealth Management LLC | 4,097 | $573.5K | 0.14% | +370+9.9% | Added |
| Wealth Management Partners, LLC | 4,089 | $572.2K | 0.13% | −350−7.9% | Reduced |
| Southern Financial Group, LLC | 4,085 | $571.8K | 0.15% | −266−6.1% | Reduced |
| Seven Mile Advisory | 4,085 | $571.7K | 0.38% | −199−4.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,083 | $571.4K | 0.11% | −20−0.5% | Reduced |
| Lantz Financial LLC | 4,082 | $571.4K | 0.10% | −139−3.3% | Reduced |
| Financial Advisory Service, Inc. | 4,079 | $570.9K | 0.03% | +10+0.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,311 | $570.1K | 0.18% | 00.0% | Unchanged |
| Quantessence Capital LLC | 4,070 | $569.6K | 1.68% | +4,070 | New |
| O'Rourke & Company, Inc | 4,261 | $569.5K | 0.20% | −23−0.5% | Reduced |
| Polymer Capital Management (HK) LTD | 4,059 | $568.1K | 0.06% | −1,245−23.5% | Reduced |
| Lansing Street Advisors | 4,056 | $567.7K | 0.12% | +16+0.4% | Added |
| Norway Savings Bank | 4,055 | $567.5K | 0.24% | +1,258+45.0% | Added |
| Fortitude Family Office, LLC | 4,054 | $567.4K | 0.11% | +205+5.3% | Added |
| Capula Management Ltd | 4,049 | $566.7K | 0.00% | −208−4.9% | Reduced |
| Beaumont Financial Advisors, LLC | 4,045 | $566.2K | 0.04% | +107+2.7% | Added |
| Tritonpoint Wealth, LLC | 4,042 | $565.7K | 0.06% | −260−6.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,039 | $565.3K | 0.07% | −23−0.6% | Reduced |
| USA Financial Formulas | 4,003 | $560.3K | 0.10% | +4,003 | New |
| Wellspring Financial Advisors, LLC | 3,999 | $560.1K | 0.04% | +17+0.4% | Added |
| Chung Wu Investment Group, LLC | 4,000 | $559.8K | 0.37% | +4,000 | New |
| Symmetry Partners, LLC | 3,975 | $556.4K | 0.03% | +345+9.5% | Added |
| Madison Wealth Partners, Inc | 3,967 | $555.2K | 0.07% | +700+21.4% | Added |
| Beaton Management Co. Inc. | 3,966 | $555.0K | 0.23% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,964 | $554.7K | 0.02% | −19−0.5% | Reduced |
| Wayfinding Financial, LLC | 3,958 | $554.0K | 0.21% | +48+1.2% | Added |
| Tortuga Wealth Management, Inc | 3,958 | $553.9K | 0.42% | +10+0.3% | Added |
| Verus Capital Partners, LLC | 3,949 | $552.7K | 0.03% | +1,066+37.0% | Added |
| Simmons Bank | 3,949 | $552.7K | 0.03% | −657−14.3% | Reduced |
| Smith Thornton Advisors LLC | 3,920 | $551.6K | 0.24% | +15+0.4% | Added |
| Becker Capital Management Inc | 3,928 | $549.8K | 0.01% | +52+1.3% | Added |
| Platform Technology Partners | 3,923 | $549.1K | 0.09% | +32+0.8% | Added |
| Creative Capital Management Investments LLC | 3,918 | $548.4K | 0.13% | +3,563+1,003.7% | Added |
| RDA Financial Network | 3,895 | $545.1K | 0.12% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,892 | $544.8K | 0.07% | +190+5.1% | Added |
| Granite Islands Private Wealth, LLC | 3,897 | $544.3K | 0.40% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 3,877 | $542.6K | 0.08% | −31−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,875 | $542.3K | 0.02% | +580+17.6% | Added |
| ELCO Management Co., LLC | 3,874 | $542.2K | 0.23% | +174+4.7% | Added |
| KFA Private Wealth Group, LLC | 3,866 | $541.1K | 0.13% | −8−0.2% | Reduced |
| Applied Capital LLC | 3,849 | $538.7K | 0.36% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 3,840 | $537.4K | 0.07% | +140+3.8% | Added |