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 |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 3,202 | $448.2K | 0.15% | +3,067+2,271.9% | Added |
| Optivise Advisory Services LLC | 3,197 | $447.5K | 0.23% | +499+18.5% | Added |
| Winthrop Advisory Group LLC | 3,184 | $445.6K | 0.03% | −563−15.0% | Reduced |
| Global Assets Advisory, LLC | 3,170 | $443.5K | 0.10% | +525+19.8% | Added |
| Decision Investments, Inc | 3,165 | $443.0K | 0.40% | −312−9.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,160 | $442.2K | 0.02% | +10.0% | Added |
| TBH Global Asset Management, LLC | 3,149 | $440.7K | 0.08% | +31+1.0% | Added |
| Knightsbridge Asset Management, LLC | 3,147 | $440.5K | 0.06% | +228+7.8% | Added |
| Horizon Bancorp Inc | 3,135 | $439.0K | 0.21% | +499+18.9% | Added |
| Seeds Investor LLC | 3,122 | $436.9K | 0.04% | +612+24.4% | Added |
| Core Alternative Capital | 3,119 | $436.5K | 0.13% | +464+17.5% | Added |
| Keudell/Morrison Wealth Management | 3,119 | $436.5K | 0.08% | −20−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 3,108 | $435.0K | 0.01% | +221+7.7% | Added |
| Ashton Thomas Securities, LLC | 3,185 | $434.7K | 0.06% | +396+14.2% | Added |
| Alpha Family Trust | 3,100 | $433.9K | 0.17% | 00.0% | Unchanged |
| Saranac Partners Ltd | 3,100 | $433.9K | 0.14% | −245−7.3% | Reduced |
| All Terrain Financial Advisors, LLC | 3,098 | $433.6K | 0.09% | −30−1.0% | Reduced |
| Yoder Wealth Management, Inc. | 3,082 | $431.4K | 0.17% | +30+1.0% | Added |
| Argonautica Private Wealth Management, Inc | 3,078 | $430.8K | 0.11% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,054 | $427.5K | 0.05% | +2+0.1% | Added |
| True Wealth Design, LLC | 3,046 | $426.3K | 0.10% | +131+4.5% | Added |
| Valmark Advisers, Inc. | 3,044 | $426.0K | 0.00% | −36−1.2% | Reduced |
| Clear Wave Wealth Management LLC | 3,025 | $423.4K | 0.09% | +63+2.1% | Added |
| WealthPlan Investment Management, LLC | 3,015 | $422.0K | 0.02% | +326+12.1% | Added |
| Midwest Trust Co | 3,015 | $422.0K | 0.00% | −85−2.7% | Reduced |
| XML Financial, LLC | 3,015 | $422.0K | 0.03% | 00.0% | Unchanged |
| PeakShares LLC | 3,010 | $421.3K | 0.31% | +230+8.3% | Added |
| Blueshift Asset Management, LLC | 3,008 | $421.0K | 0.10% | +3,008 | New |
| Security National Bank | 3,000 | $419.9K | 0.05% | −2−0.1% | Reduced |
| Green Square Capital Advisors LLC | 2,994 | $419.0K | 0.04% | −15−0.5% | Reduced |
| Rossby Financial, LCC | 2,989 | $418.3K | 0.08% | +384+14.7% | Added |
| Gratus Wealth Advisors, LLC | 2,988 | $418.1K | 0.05% | +2+0.1% | Added |
| Whitener Capital Management, Inc. | 2,970 | $415.7K | 0.09% | −749−20.1% | Reduced |
| Operose Advisors LLC | 2,968 | $415.4K | 0.08% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,967 | $415.3K | 0.08% | +2+0.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 2,965 | $415.0K | 0.22% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,964 | $414.9K | 0.03% | −11−0.4% | Reduced |
| Quarry LP | 2,961 | $414.4K | 0.07% | +533+22.0% | Added |
| Paulson Wealth Management Inc. | 2,959 | $414.1K | 0.09% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,956 | $413.7K | 0.03% | +43+1.5% | Added |
| Towercrest Capital Management | 2,939 | $411.3K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 2,938 | $411.2K | 0.02% | −427−12.7% | Reduced |
| Pavion Blue Capital, LLC | 2,936 | $410.9K | 0.17% | +10.0% | Added |
| Avail Investment Partners, LLC | 2,934 | $410.6K | 0.32% | +746+34.1% | Added |
| New Republic Capital, LLC | 2,909 | $407.1K | 0.09% | +696+31.5% | Added |
| Silvant Capital Management LLC | 2,906 | $406.7K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 2,906 | $406.7K | 0.04% | +253+9.5% | Added |
| Northwest Bancshares, Inc. | 2,890 | $404.5K | 0.07% | −83−2.8% | Reduced |
| Cheviot Value Management, LLC | 2,883 | $403.5K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,882 | $403.4K | 0.07% | +1,125+64.0% | Added |
| Duncker Streett & Co Inc | 2,881 | $403.2K | 0.07% | −22−0.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,879 | $402.9K | 0.10% | +13+0.5% | Added |
| Davis R M Inc | 2,873 | $402.0K | 0.01% | −19−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 2,814 | $401.0K | 0.04% | −774−21.6% | Reduced |
| Corecam Pte. Ltd. | 2,858 | $400.1K | 0.15% | −362−11.2% | Reduced |
| Arcataur Capital Management LLC | 2,854 | $399.4K | 0.10% | +189+7.1% | Added |
| Western Pacific Wealth Management, LP | 2,844 | $398.0K | 0.36% | −190−6.3% | Reduced |
| Meridian Wealth Advisors, LLC | 2,840 | $397.5K | 0.05% | +282+11.0% | Added |
| Sax Wealth Advisors, LLC | 3,504 | $397.3K | 0.02% | +355+11.3% | Added |
| TRUE Private Wealth Advisors | 2,833 | $396.5K | 0.03% | −96−3.3% | Reduced |
| Magnolia Capital Advisors LLC | 2,833 | $396.5K | 0.07% | +2,833 | New |
| WealthTrust Axiom LLC | 2,831 | $396.2K | 0.09% | −51−1.8% | Reduced |
| Falcon Wealth Planning | 2,788 | $390.2K | 0.02% | −470−14.4% | Reduced |
| Seamount Financial Group Inc | 2,783 | $389.5K | 0.16% | −1,700−37.9% | Reduced |
| Aspiriant, LLC | 2,770 | $387.7K | 0.01% | +2,770 | New |
| Navis Wealth Advisors, LLC | 2,768 | $387.4K | 0.15% | −300−9.8% | Reduced |
| TIAA Wealth Investment Management LLC | 2,766 | $387.4K | 0.00% | +518+23.0% | Added |
| Jag Capital Management, LLC | 2,767 | $387.3K | 0.04% | −98−3.4% | Reduced |
| Wealth Quarterback LLC | 2,764 | $386.8K | 0.12% | +72+2.7% | Added |
| Enterprise Financial Services Corp | 2,761 | $386.4K | 0.16% | +2,761 | New |
| Tempo Wealth, LLC | 2,758 | $386.1K | 0.06% | +2,758 | New |
| Gateway Wealth Partners, LLC | 2,757 | $385.9K | 0.02% | −2,097−43.2% | Reduced |
| LeConte Wealth Management, LLC | 2,752 | $385.2K | 0.21% | +219+8.6% | Added |
| EdgeRock Capital LLC | 2,752 | $385.2K | 0.09% | −28−1.0% | Reduced |
| Piedmont Capital Management, LLC | 2,751 | $385.0K | 0.24% | −56−2.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,749 | $384.8K | 0.06% | −341−11.0% | Reduced |
| Summit Wealth Group LLC | 2,743 | $384.0K | 0.03% | +612+28.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 2,736 | $382.9K | 0.11% | +558+25.6% | Added |
| Peregrine Asset Advisers, Inc. | 2,728 | $381.7K | 0.08% | 00.0% | Unchanged |
| EJMK Ventures LLC | 2,722 | $381.0K | 0.17% | +402+17.3% | Added |
| Resolute Wealth Strategies, LLC | 2,717 | $380.2K | 0.15% | +112+4.3% | Added |
| Stokes Family Office, LLC | 2,705 | $378.6K | 0.04% | −111−3.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,793 | $377.7K | 0.15% | +421+17.7% | Added |
| Langley Wealth Management, LLC | 2,698 | $377.6K | 0.37% | +2,698 | New |
| Trustco Bank Corp N Y | 2,694 | $377.1K | 0.27% | +500+22.8% | Added |
| Cottage Street Advisors LLC | 2,688 | $376.6K | 0.15% | −64−2.3% | Reduced |
| Peoples Bank | 2,690 | $376.5K | 0.37% | −250−8.5% | Reduced |
| Beacon Financial Group | 2,685 | $375.7K | 0.03% | +340+14.5% | Added |
| Atala Financial Inc | 2,682 | $375.4K | 0.23% | +20+0.8% | Added |
| Medallion Wealth Advisors, LLC | 2,676 | $374.8K | 0.12% | +200+8.1% | Added |
| Lighthouse Financial LLC | 2,675 | $374.4K | 0.19% | 00.0% | Unchanged |
| Vann Equity Management LLC | 2,668 | $373.3K | 0.23% | −3−0.1% | Reduced |
| Alexander Randolph Advisory, Inc. | 2,655 | $371.6K | 0.31% | −2,640−49.9% | Reduced |
| Sepio Capital, LP | 2,650 | $370.9K | 0.02% | −10.0% | Reduced |
| VeraBank, N.A. | 2,642 | $369.8K | 0.06% | −378−12.5% | Reduced |
| Anchor Capital Advisors LLC | 2,640 | $369.5K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,639 | $369.4K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,629 | $368.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,627 | $367.7K | 0.12% | −131−4.7% | Reduced |
| Cora Capital Advisors LLC | 2,624 | $367.3K | 0.10% | +15+0.6% | Added |