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 |
|---|---|---|---|---|---|
| Hardy Reed LLC | 2,243 | $313.9K | 0.02% | +2,243 | New |
| GDS Wealth Management | 2,233 | $312.5K | 0.01% | +2,233 | New |
| Wealth Architects, LLC | 2,228 | $311.8K | 0.02% | −5−0.2% | Reduced |
| Lee Danner & Bass Inc | 2,227 | $311.6K | 0.02% | +13+0.6% | Added |
| Meramec Financial Planners, LLC | 2,339 | $311.3K | 0.11% | −174−6.9% | Reduced |
| First Command Advisory Services, Inc. | 2,216 | $310.2K | 0.00% | +277+14.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,216 | $310.1K | 0.10% | +1,316+146.2% | Added |
| Retirement Planning Group | 2,216 | $310.1K | 0.01% | +301+15.7% | Added |
| WPG Advisers, LLC | 2,202 | $308.2K | 0.18% | +527+31.5% | Added |
| Strategic Investment Advisors | 2,200 | $307.9K | 0.02% | +496+29.1% | Added |
| Peddock Capital Advisors, LLC | 2,200 | $307.9K | 0.06% | 00.0% | Unchanged |
| Single Point Partners, LLC | 2,200 | $307.9K | 0.05% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,200 | $307.9K | 0.44% | +2,200 | New |
| NorthLanding Financial Partners, LLC | 2,193 | $306.9K | 0.21% | +2,193 | New |
| Eastern Bank | 2,190 | $306.5K | 0.00% | +250+12.9% | Added |
| Crusonia Wealth Advisors LLC | 2,189 | $306.4K | 0.05% | +347+18.8% | Added |
| SevenBridge Financial Group, LLC | 2,268 | $306.2K | 0.05% | −125−5.2% | Reduced |
| 180 Wealth Advisors, LLC | 2,186 | $306.0K | 0.03% | −76−3.4% | Reduced |
| Jacobsen Capital Management | 2,181 | $305.3K | 0.09% | −250−10.3% | Reduced |
| South Street Advisors LLC | 2,180 | $305.1K | 0.04% | +30+1.4% | Added |
| Trilogy Capital Inc. | 2,178 | $304.8K | 0.01% | −9−0.4% | Reduced |
| Key Capital Management, INC | 2,176 | $304.6K | 0.16% | −241−10.0% | Reduced |
| Zhang Financial LLC | 2,172 | $304.0K | 0.01% | +2,172 | New |
| Kerr Financial Planning Corp | 2,169 | $303.5K | 0.34% | +7+0.3% | Added |
| Joseph P. Lucia & Associates, LLC | 2,168 | $303.4K | 0.09% | +3+0.1% | Added |
| Fermata Advisors, LLC | 2,167 | $303.3K | 0.06% | +2,167 | New |
| Crown Wealth Group, LLC | 2,166 | $303.2K | 0.08% | +10.0% | Added |
| Wedgewood Investors Inc | 2,165 | $303.0K | 0.31% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,164 | $302.9K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,162 | $302.6K | 0.03% | +72+3.4% | Added |
| Y.D. More Investments Ltd | 2,153 | $301.0K | 0.01% | +109+5.3% | Added |
| 5T Wealth, LLC | 2,145 | $300.2K | 0.11% | −6−0.3% | Reduced |
| Calton & Associates, Inc. | 2,144 | $300.1K | 0.04% | −2,002−48.3% | Reduced |
| Entelevest, LLC | 2,143 | $299.9K | 0.26% | +67+3.2% | Added |
| August Group Capital Ltd | 2,140 | $299.5K | 0.33% | −77−3.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,138 | $299.2K | 0.06% | +105+5.2% | Added |
| Empire Financial Management Company, LLC | 2,131 | $298.4K | 0.12% | −164−7.1% | Reduced |
| Montz Harcus Wealth Management LLC | 2,131 | $298.3K | 0.11% | +41+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 2,129 | $298.0K | 0.11% | −650−23.4% | Reduced |
| Principle Wealth Partners LLC | 2,126 | $297.6K | 0.01% | −331−13.5% | Reduced |
| Green Harvest Asset Management LLC | 2,125 | $297.4K | 0.00% | +209+10.9% | Added |
| Motive Wealth Advisors | 2,123 | $297.1K | 0.12% | +183+9.4% | Added |
| Weil Company, Inc. | 2,118 | $296.4K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,112 | $295.6K | 0.01% | +3+0.1% | Added |
| Laidlaw Wealth Management LLC | 2,110 | $295.3K | 0.84% | +2,110 | New |
| Warwick Investment Management, Inc. | 2,108 | $295.0K | 0.03% | +141+7.2% | Added |
| Pinnacle Bancorp, Inc. | 2,105 | $294.6K | 0.08% | 00.0% | Unchanged |
| Mathes Company, Inc. | 2,100 | $294.0K | 0.09% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 2,097 | $293.5K | 0.15% | +2,097 | New |
| Thompson David Blair | 2,092 | $292.8K | 0.15% | +2,092 | New |
| Impact Capital Partners LLC | 2,091 | $292.7K | 0.08% | +60+3.0% | Added |
| Legacy Advisors, LLC | 2,087 | $292.1K | 0.03% | +2,087 | New |
| Octavia Wealth Advisors, LLC | 2,084 | $291.7K | 0.03% | −328−13.6% | Reduced |
| Hilltop Holdings Inc. | 2,084 | $291.6K | 0.02% | −4,794−69.7% | Reduced |
| W Advisors, LLC | 2,079 | $291.0K | 0.13% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,078 | $290.8K | 0.01% | +257+14.1% | Added |
| Mitchell Sinkler & Starr | 2,075 | $290.4K | 0.12% | +2,075 | New |
| Bright Futures Wealth Management, LLC. | 2,071 | $289.9K | 0.19% | −33−1.6% | Reduced |
| First National Trust Co | 2,070 | $289.7K | 0.01% | −17,169−89.2% | Reduced |
| Allium Financial Advisors, LLC | 2,070 | $289.7K | 0.19% | −299−12.6% | Reduced |
| Ancora Advisors, LLC | 2,069 | $289.5K | 0.01% | −1,186−36.4% | Reduced |
| Heron Bay Capital Management | 2,068 | $289.4K | 0.03% | +2,068 | New |
| Coquina Private Wealth LLC | 2,068 | $289.4K | 0.20% | +10+0.5% | Added |
| Triumph Capital Management | 2,068 | $289.4K | 0.05% | +7+0.3% | Added |
| TL Private Wealth | 2,052 | $288.9K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 2,064 | $288.9K | 0.02% | −5−0.2% | Reduced |
| Legacy Wealth Advisors, LLC | 2,063 | $288.7K | 0.12% | +2,063 | New |
| CRA Financial Services, LLC | 2,060 | $288.3K | 0.03% | +170+9.0% | Added |
| Legacy Edge Advisors, LLC | 2,057 | $287.9K | 0.03% | +2,057 | New |
| Delta Investment Management, LLC | 2,056 | $287.7K | 0.05% | +153+8.0% | Added |
| Prestige Wealth Management Group LLC | 2,054 | $287.5K | 0.05% | +50+2.5% | Added |
| Avenue 1 Advisors, LLC | 2,050 | $286.9K | 0.08% | +14+0.7% | Added |
| Castle Rock Wealth Management, LLC | 2,044 | $286.4K | 0.06% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 2,046 | $286.4K | 0.06% | −32−1.5% | Reduced |
| Avaii Wealth Management, LLC | 2,045 | $286.2K | 0.08% | +10+0.5% | Added |
| Foster Group, Inc. | 2,044 | $286.1K | 0.01% | +34+1.7% | Added |
| Chicago Capital, LLC | 2,041 | $285.7K | 0.01% | −62−2.9% | Reduced |
| Parkwoods Wealth Partners, LLC | 2,037 | $285.1K | 0.05% | −50−2.4% | Reduced |
| Foguth Wealth Management, LLC. | 2,207 | $284.1K | 0.03% | +3+0.1% | Added |
| AssuredPartners Investment Advisors, LLC | 2,028 | $283.8K | 0.03% | −177−8.0% | Reduced |
| Scott Capital Advisors, LLC | 2,026 | $283.6K | 0.04% | −6−0.3% | Reduced |
| Vista Private Wealth Partners. LLC | 2,029 | $282.7K | 0.09% | +8+0.4% | Added |
| Phillips Financial Management, LLC | 2,020 | $282.7K | 0.02% | +10+0.5% | Added |
| Lantern Wealth Advisors, LLC | 2,017 | $282.4K | 0.13% | −1,009−33.3% | Reduced |
| First Heartland Consultants, Inc. | 2,016 | $282.1K | 0.02% | +183+10.0% | Added |
| Texas Yale Capital Corp. | 2,015 | $282.0K | 0.01% | +100+5.2% | Added |
| Means Investment Co., Inc. | 2,014 | $281.9K | 0.02% | +122+6.4% | Added |
| Caldwell Trust Co | 2,014 | $281.9K | 0.02% | −641−24.1% | Reduced |
| Keystone Financial Services | 2,011 | $281.4K | 0.07% | −300−13.0% | Reduced |
| Mainsail Asset Management, LLC | 2,171 | $280.8K | 0.11% | +2,171 | New |
| one8zero8, LLC | 2,002 | $280.2K | 0.06% | +2,002 | New |
| Canvas Wealth Advisors, LLC | 2,000 | $280.0K | 0.04% | +2,000 | New |
| Hoese & Co LLP | 2,000 | $279.9K | 0.18% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 2,000 | $279.9K | 0.19% | +2,000 | New |
| Atticus Wealth Management, LLC | 1,994 | $279.0K | 0.07% | +1+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 1,991 | $278.6K | 0.08% | −19−0.9% | Reduced |
| Community Bank, N.A. | 1,989 | $278.4K | 0.03% | +550+38.2% | Added |
| Eddie Patel Inc | 1,988 | $278.2K | 0.17% | +1,988 | New |
| Sutton Place Investors LLC | 1,986 | $278.0K | 0.13% | −10−0.5% | Reduced |
| Alliance Wealth Management Group | 1,986 | $278.0K | 0.05% | 00.0% | Unchanged |