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 Performance Advisors LLP | 2,614 | $365.8K | 0.02% | −4,602−63.8% | Reduced |
| Fielder Capital Group LLC | 2,610 | $365.3K | 0.08% | +32+1.2% | Added |
| Agf Management Ltd | 2,609 | $365.2K | 0.00% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,607 | $364.9K | 0.03% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,597 | $363.5K | 0.08% | 00.0% | Unchanged |
| Whelan Financial | 2,595 | $363.2K | 0.10% | +12+0.5% | Added |
| Directional Asset Management | 2,591 | $362.6K | 0.35% | −42−1.6% | Reduced |
| GAM Holding AG | 2,588 | $362.2K | 0.03% | −951−26.9% | Reduced |
| Olistico Wealth, LLC | 2,585 | $361.8K | 0.15% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,585 | $361.8K | 0.10% | −110−4.1% | Reduced |
| Searle & Co. | 2,582 | $361.4K | 0.08% | 00.0% | Unchanged |
| Ar Asset Management Inc | 2,576 | $361.0K | 0.07% | 00.0% | Unchanged |
| COFG Advisors, LLC | 2,568 | $359.4K | 0.06% | +213+9.0% | Added |
| McLean Asset Management Corp | 2,714 | $359.4K | 0.05% | −59−2.1% | Reduced |
| Emerald Advisors, LLC | 2,567 | $359.3K | 0.05% | +193+8.1% | Added |
| Signature Wealth Management Partners, LLC | 2,556 | $357.7K | 0.17% | 00.0% | Unchanged |
| Henson-Edgewater Management, LLC | 2,600 | $357.7K | 0.19% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,550 | $356.9K | 0.20% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,548 | $356.7K | 0.02% | +69+2.8% | Added |
| Hamilton Capital, LLC | 2,545 | $356.2K | 0.02% | −555−17.9% | Reduced |
| Successful Portfolios LLC | 2,539 | $355.1K | 0.17% | −163−6.0% | Reduced |
| Vines Capital Management, LLC | 2,535 | $354.8K | 0.29% | +362+16.7% | Added |
| Atlas Legacy Advisors, LLC | 2,531 | $354.2K | 0.05% | −225−8.2% | Reduced |
| Central Valley Advisors, LLC | 2,527 | $353.7K | 0.09% | +2+0.1% | Added |
| New World Advisors LLC | 2,527 | $353.7K | 0.06% | +107+4.4% | Added |
| Stronghold Wealth Management L.L.C. | 2,525 | $353.4K | 0.47% | −346−12.1% | Reduced |
| Drucker Wealth 3.0, LLC | 2,524 | $353.2K | 0.06% | +423+20.1% | Added |
| Howard Financial Services, Ltd. | 2,518 | $352.4K | 0.04% | +260+11.5% | Added |
| Arwa LLC | 2,671 | $351.8K | 0.15% | +612+29.7% | Added |
| Kapstone Financial Advisors LLC | 2,508 | $351.0K | 0.15% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 2,508 | $351.0K | 0.10% | +2,508 | New |
| Douglass Winthrop Advisors, LLC | 2,506 | $350.7K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,503 | $350.3K | 0.01% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 2,500 | $349.9K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,500 | $349.9K | 0.11% | 00.0% | Unchanged |
| William John Sempolinski | 2,500 | $349.9K | 0.14% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,495 | $349.2K | 0.09% | −30−1.2% | Reduced |
| Weaver Consulting Group | 2,494 | $349.1K | 0.07% | −55−2.2% | Reduced |
| Insight Wealth Partners, LLC | 2,491 | $348.6K | 0.05% | +2,491 | New |
| West Michigan Advisors, LLC | 2,488 | $348.2K | 0.07% | −21−0.8% | Reduced |
| Baxter Bros Inc | 2,486 | $348.0K | 0.04% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,485 | $347.8K | 0.02% | +385+18.3% | Added |
| Virtue Capital Management, LLC | 2,472 | $346.0K | 0.05% | +9+0.4% | Added |
| Walker Asset Management, LLC | 2,472 | $345.9K | 0.17% | +23+0.9% | Added |
| Laurel Oak Wealth Management, LLC | 2,471 | $345.9K | 0.05% | −76−3.0% | Reduced |
| Oakworth Capital, Inc. | 2,461 | $344.5K | 0.02% | −566−18.7% | Reduced |
| Nations Financial Group Inc, | 2,459 | $344.3K | 0.02% | −465−15.9% | Reduced |
| Bedel Financial Consulting, Inc. | 2,457 | $344.0K | 0.03% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,447 | $342.5K | 0.07% | +51+2.1% | Added |
| Goelzer Investment Management, Inc. | 2,438 | $341.2K | 0.01% | −43−1.7% | Reduced |
| Advisortrust Partners, LLC | 2,436 | $340.9K | 0.12% | +7+0.3% | Added |
| Partners Capital Investment Group, LLP | 2,432 | $340.4K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 2,414 | $338.6K | 0.01% | −239−9.0% | Reduced |
| Silver Coast Investments LLC | 2,417 | $338.3K | 0.10% | +2,417 | New |
| Farmers National Bank | 2,410 | $337.3K | 0.07% | −10−0.4% | Reduced |
| Plimoth Trust Co LLC | 2,410 | $337.3K | 0.07% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,410 | $337.3K | 0.22% | +125+5.5% | Added |
| Red Door Wealth Management, LLC | 2,407 | $336.9K | 0.03% | +473+24.5% | Added |
| HM Payson & Co | 2,401 | $336.0K | 0.00% | +10.0% | Added |
| Investmark Advisory Group LLC | 2,400 | $335.9K | 0.13% | +12+0.5% | Added |
| Five Oceans Advisors | 2,392 | $334.8K | 0.11% | +2+0.1% | Added |
| Money Concepts Capital Corp | 2,391 | $334.7K | 0.02% | −330−12.1% | Reduced |
| IFG Advisory, LLC | 2,382 | $333.4K | 0.01% | +2,382 | New |
| IVC Wealth Advisors LLC | 2,371 | $331.8K | 0.13% | −26−1.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,366 | $331.1K | 0.14% | +78+3.4% | Added |
| Elevated Capital Advisors, LLC | 2,363 | $330.8K | 0.09% | −1,652−41.1% | Reduced |
| waypoint wealth counsel | 2,351 | $329.0K | 0.21% | −1,520−39.3% | Reduced |
| Maridea Wealth Management LLC | 2,347 | $328.5K | 0.04% | +2,347 | New |
| SCS Capital Management LLC | 2,347 | $328.5K | 0.00% | +206+9.6% | Added |
| Stevens Capital Management LP | 2,342 | $328.0K | 0.08% | +2,342 | New |
| Sapient Capital LLC | 2,331 | $326.2K | 0.00% | −3,925−62.7% | Reduced |
| American Trust | 2,331 | $326.2K | 0.03% | +80+3.6% | Added |
| Marietta Investment Partners LLC | 2,330 | $326.1K | 0.06% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,321 | $324.8K | 0.12% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 2,500 | $323.4K | 0.15% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,308 | $323.1K | 0.11% | +19+0.8% | Added |
| Cape Investment Advisory, Inc. | 2,304 | $322.5K | 0.09% | +87+3.9% | Added |
| Segment Wealth Management, LLC | 2,302 | $322.2K | 0.02% | −69−2.9% | Reduced |
| Northeast Investment Management | 2,302 | $322.2K | 0.01% | +2,302 | New |
| Verdad Advisers, LP | 2,301 | $322.0K | 0.31% | +2,301 | New |
| Tripletail Wealth Management, LLC | 2,300 | $321.9K | 0.37% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,299 | $321.7K | 0.03% | +3+0.1% | Added |
| Beacon Investment Advisors LLC | 2,295 | $321.2K | 0.10% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,285 | $320.9K | 0.19% | +10+0.4% | Added |
| Carl P. Sherr & Co., LLC | 2,291 | $320.6K | 0.13% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,291 | $320.6K | 0.02% | +200+9.6% | Added |
| StoneX Group Inc. | 2,291 | $320.6K | 0.01% | +43+1.9% | Added |
| FMB Wealth Management | 2,289 | $320.4K | 0.12% | +2+0.1% | Added |
| Bill Few Associates, Inc. | 2,286 | $319.9K | 0.07% | +5+0.2% | Added |
| Integrity Financial Corp | 2,283 | $319.5K | 0.15% | −6,600−74.3% | Reduced |
| Abundance Wealth Counselors | 2,282 | $319.4K | 0.02% | +121+5.6% | Added |
| Commonwealth Financial Services, LLC | 2,277 | $318.7K | 0.04% | +71+3.2% | Added |
| Archford Capital Strategies, LLC | 2,266 | $317.1K | 0.03% | +239+11.8% | Added |
| Secure Asset Management, LLC | 2,264 | $316.8K | 0.04% | −418−15.6% | Reduced |
| North Capital, Inc. | 2,257 | $315.8K | 0.24% | +56+2.5% | Added |
| Wallace Advisory Group, LLC | 2,256 | $315.8K | 0.30% | −109−4.6% | Reduced |
| Trust Co of Vermont | 2,255 | $315.6K | 0.01% | +2,255 | New |
| Journey Retirement Planning & Investment Management LLC | 2,253 | $315.3K | 0.25% | +210+10.3% | Added |
| Park Place Capital Corp | 2,249 | $314.8K | 0.05% | +64+2.9% | Added |
| Black Diamond Financial, LLC | 2,245 | $314.2K | 0.03% | +2,245 | New |