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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 3,827 | $535.7K | 0.03% | −97−2.5% | Reduced |
| Albert D Mason Inc | 3,824 | $535.2K | 0.30% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,820 | $534.6K | 0.01% | +533+16.2% | Added |
| Fairscale Capital, LLC | 3,808 | $533.0K | 0.32% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 3,798 | $531.6K | 0.32% | −1,991−34.4% | Reduced |
| Sunpointe, LLC | 3,771 | $527.8K | 0.15% | −8−0.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 3,770 | $527.6K | 0.06% | −418−10.0% | Reduced |
| Tarbox Family Office, Inc. | 3,758 | $526.0K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,734 | $522.5K | 0.09% | +873+30.5% | Added |
| Allied Investment Advisors, LLC | 3,732 | $522.3K | 0.07% | +18+0.5% | Added |
| Addison Capital Co | 3,730 | $522.1K | 0.09% | −462−11.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,723 | $521.0K | 0.08% | +56+1.5% | Added |
| Polymer Capital Management (US) LLC | 3,717 | $520.2K | 0.08% | −1,808−32.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,701 | $518.0K | 0.10% | −69−1.8% | Reduced |
| First Nebraska Trust Co | 3,695 | $517.2K | 0.04% | −75−2.0% | Reduced |
| Evolution Wealth Advisors, LLC | 3,695 | $517.2K | 0.06% | −39−1.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,695 | $517.1K | 0.05% | −17−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 3,693 | $516.8K | 0.03% | +23+0.6% | Added |
| Kiley Juergens Wealth Management, LLC | 3,685 | $515.7K | 0.08% | +10.0% | Added |
| Elyxium Wealth, LLC | 3,677 | $514.6K | 0.05% | +1,188+47.7% | Added |
| PSI Advisors, LLC | 3,673 | $514.1K | 0.12% | −379−9.4% | Reduced |
| Bahl & Gaynor Inc | 3,670 | $513.7K | 0.00% | −417−10.2% | Reduced |
| Leigh Baldwin & Co., LLC | 3,666 | $513.0K | 0.28% | −87−2.3% | Reduced |
| QTR Family Wealth, LLC | 3,664 | $512.8K | 0.18% | +507+16.1% | Added |
| Florida Financial Advisors, LLC | 3,661 | $512.4K | 0.09% | +113+3.2% | Added |
| Aspen Wealth Strategies, LLC | 3,656 | $511.7K | 0.25% | +10.0% | Added |
| Shoker Investment Counsel, Inc. | 3,655 | $511.6K | 0.13% | +15+0.4% | Added |
| SLT Holdings LLC | 3,652 | $511.1K | 0.33% | +100+2.8% | Added |
| MV Capital Management, Inc. | 3,645 | $510.2K | 0.05% | +374+11.4% | Added |
| Byrne Asset Management LLC | 3,635 | $508.8K | 0.28% | +2,400+194.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,633 | $508.5K | 0.34% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,628 | $507.8K | 0.03% | +405+12.6% | Added |
| Legacy Solutions, LLC | 3,625 | $507.4K | 0.41% | −48−1.3% | Reduced |
| Modera Wealth Management, LLC | 3,613 | $505.6K | 0.01% | +185+5.4% | Added |
| Ewa, LLC | 3,606 | $504.7K | 0.09% | +171+5.0% | Added |
| Foster & Motley Inc | 3,598 | $504.0K | 0.02% | −43−1.2% | Reduced |
| Mosley Wealth Management | 3,584 | $501.6K | 0.16% | −15,123−80.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,567 | $499.2K | 0.11% | +3+0.1% | Added |
| Principal Street Partners, LLC | 3,551 | $497.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 3,548 | $496.6K | 0.02% | +185+5.5% | Added |
| FLC Capital Advisors | 3,545 | $496.2K | 0.08% | −1,266−26.3% | Reduced |
| Garrison Point Advisors, LLC | 3,540 | $495.5K | 0.20% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,536 | $494.9K | 0.02% | +3,536 | New |
| Neville Rodie & Shaw Inc | 3,517 | $492.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,510 | $491.3K | 0.04% | +522+17.5% | Added |
| Sava Infond d.o.o. | 3,500 | $489.9K | 0.03% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 3,499 | $489.7K | 0.01% | +3,499 | New |
| Wick Capital Partners, LLC | 3,473 | $486.1K | 0.07% | +569+19.6% | Added |
| Johnson Financial Group, Inc. | 3,471 | $485.8K | 0.02% | −1,754−33.6% | Reduced |
| Everhart Financial Group, Inc. | 3,470 | $485.7K | 0.03% | −803−18.8% | Reduced |
| Resurgent Financial Advisors LLC | 3,470 | $485.7K | 0.14% | +3,470 | New |
| Carter Financial Group, INC. | 3,454 | $483.5K | 0.25% | −505−12.8% | Reduced |
| Berger Financial Group, Inc | 3,447 | $482.5K | 0.02% | +267+8.4% | Added |
| Second Line Capital, LLC | 3,441 | $481.6K | 0.09% | −23−0.7% | Reduced |
| Orca Investment Management, LLC | 3,415 | $478.0K | 0.35% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 3,413 | $477.7K | 0.05% | +643+23.2% | Added |
| Lifestyle Asset Management, Inc. | 3,411 | $477.4K | 0.13% | −64−1.8% | Reduced |
| Stonebrook Private Inc. | 3,408 | $476.9K | 0.09% | +240+7.6% | Added |
| Tred Avon Family Wealth, LLC | 3,403 | $476.3K | 0.15% | −89−2.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,387 | $474.0K | 0.19% | +13+0.4% | Added |
| Sagace Wealth Management LLC | 3,380 | $473.1K | 0.30% | −445−11.6% | Reduced |
| Kickstand Ventures, LLC. | 3,376 | $472.5K | 0.09% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,368 | $471.4K | 0.05% | +804+31.4% | Added |
| Amplius Wealth Advisors, LLC | 3,368 | $471.4K | 0.03% | +1,534+83.6% | Added |
| Avantax Planning Partners, Inc. | 3,361 | $470.5K | 0.01% | +10.0% | Added |
| Northwest Wealth Management, LLC | 3,359 | $470.1K | 0.06% | +10.0% | Added |
| New Covenant Trust Company, N.A. | 3,358 | $470.0K | 0.35% | +127+3.9% | Added |
| Beese Fulmer Investment Management, Inc. | 3,355 | $469.6K | 0.03% | +1,041+45.0% | Added |
| Sendero Wealth Management, LLC | 3,351 | $469.0K | 0.05% | −549−14.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,349 | $468.7K | 0.00% | −30,375−90.1% | Reduced |
| Cypress Wealth Services, LLC | 3,343 | $467.8K | 0.06% | +20+0.6% | Added |
| Victory Financial Group, LLC | 3,343 | $467.8K | 0.05% | +1,134+51.3% | Added |
| Pictet & Cie (Europe) SA | 3,341 | $467.6K | 0.01% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,334 | $466.6K | 0.53% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,325 | $465.3K | 0.31% | −586−15.0% | Reduced |
| Vantus Wealth LLC | 3,319 | $464.5K | 0.25% | +3,319 | New |
| Corundum Trust Company, INC | 3,315 | $464.0K | 1.24% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 3,300 | $461.9K | 0.79% | +600+22.2% | Added |
| Pacific Center for Financial Services | 3,289 | $460.3K | 0.10% | +33+1.0% | Added |
| Juncture Wealth Strategies, LLC | 3,274 | $458.2K | 0.12% | −200−5.8% | Reduced |
| IFC Advisors LLC | 3,274 | $458.2K | 0.06% | +17+0.5% | Added |
| Select Asset Management & Trust | 3,274 | $458.0K | 0.13% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,261 | $456.4K | 0.12% | −241−6.9% | Reduced |
| Fragasso Group Inc. | 3,260 | $456.3K | 0.02% | +223+7.3% | Added |
| Vanguard Capital Wealth Advisors | 3,260 | $456.3K | 0.31% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 3,259 | $456.1K | 0.04% | +453+16.1% | Added |
| Uhlmann Price Securities, LLC | 3,256 | $455.7K | 0.02% | −9−0.3% | Reduced |
| Formidable Asset Management, LLC | 4,018 | $455.7K | 0.07% | +2,141+114.1% | Added |
| S-Bank Fund Management Ltd | 3,247 | $454.5K | 0.06% | +3,247 | New |
| Traphagen Investment Advisors LLC | 3,233 | $452.4K | 0.03% | +6+0.2% | Added |
| Investment Research Partners LLC | 3,227 | $451.7K | 0.15% | +535+19.9% | Added |
| Cogent Private Wealth, Inc. | 3,226 | $451.5K | 0.28% | +98+3.1% | Added |
| Summitry LLC | 3,226 | $451.5K | 0.01% | +879+37.5% | Added |
| Integrated Advisors Network LLC | 3,225 | $451.4K | 0.02% | −3,505−52.1% | Reduced |
| Paragon Private Wealth Management, LLC | 3,225 | $451.3K | 0.12% | +108+3.5% | Added |
| Berman McAleer LLC | 3,221 | $450.8K | 0.05% | +126+4.1% | Added |
| Heritage Family Offices, LLP | 3,214 | $449.8K | 0.17% | +945+41.6% | Added |
| Pacific Excel Wealth Advisors, Inc. | 3,214 | $449.8K | 0.17% | +1,281+66.3% | Added |
| Concentrum Wealth Management | 3,209 | $449.2K | 0.11% | +37+1.2% | Added |
| Plancorp, LLC | 3,187 | $448.4K | 0.01% | +38+1.2% | Added |