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
Q3 2026 data is still coming in: 4 institutions have reported holding C so far. See Q3 2026
- 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 | 2,065 | $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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1,983 | $277.6K | 0.04% | +225+12.8% | Added |
| Satovsky Asset Management LLC | 1,981 | $277.2K | 0.04% | +13+0.7% | Added |
| Wall Street Financial Group, Inc. | 1,978 | $276.9K | 0.15% | +210+11.9% | Added |
| Ullmann Financial Group, Inc. | 1,969 | $275.6K | 0.03% | +102+5.5% | Added |
| NewSquare Capital LLC | 1,968 | $275.5K | 0.02% | +1,968 | New |
| RFG Holdings, Inc. | 1,962 | $274.6K | 0.06% | +35+1.8% | Added |
| Main Street Group, LTD | 1,960 | $274.3K | 0.06% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 1,959 | $274.3K | 0.03% | +1,959 | New |
| Capstone Wealth Management, LLC | 1,953 | $273.3K | 0.13% | +1,953 | New |
| Twin Peaks Wealth Advisors, LLC | 1,950 | $273.0K | 0.06% | +271+16.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,948 | $272.6K | 0.03% | +90+4.8% | Added |
| Murphy & Mullick Capital Management Corp | 1,947 | $272.5K | 0.17% | +311+19.0% | Added |
| ABLE Financial Group, LLC | 1,944 | $272.1K | 0.05% | −37−1.9% | Reduced |
| JGP Wealth Management, LLC | 1,943 | $271.9K | 0.02% | +9+0.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,936 | $271.0K | 0.06% | −622−24.3% | Reduced |
| TFC Financial Management | 1,930 | $270.1K | 0.03% | +1,605+493.8% | Added |
| Semus Wealth Partners LLC | 1,927 | $269.8K | 0.13% | +8+0.4% | Added |
| City State Bank | 1,925 | $269.4K | 0.06% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,923 | $269.1K | 0.08% | +1,923 | New |
| Wincap Financial LLC | 1,923 | $269.1K | 0.15% | +1,923 | New |
| Community Bank & Trust, Waco, Texas | 1,919 | $269.0K | 0.05% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 1,938 | $268.9K | 0.15% | +37+1.9% | Added |
| Consilio Wealth Advisors, LLC | 1,917 | $268.3K | 0.06% | +21+1.1% | Added |
| LCNB Corp | 1,907 | $266.9K | 0.08% | −110−5.5% | Reduced |
| Biltmore Family Office, LLC | 1,907 | $266.9K | 0.04% | +32+1.7% | Added |
| JBGlobal.com LLC | 1,895 | $265.2K | 0.23% | −210−10.0% | Reduced |
| Avion Wealth | 1,894 | $265.0K | 0.05% | +74+4.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,893 | $264.9K | 0.10% | −187−9.0% | Reduced |
| LifeGoal Wealth Advisors | 1,893 | $264.9K | 0.12% | +1,893 | New |
| Leisure Capital Management | 1,881 | $263.3K | 0.08% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,880 | $263.0K | 0.01% | −300−13.8% | Reduced |
| FreeGulliver LLC | 1,878 | $262.8K | 0.09% | −10−0.5% | Reduced |
| Hanlon Investment Management, Inc. | 1,874 | $262.3K | 0.14% | −132−6.6% | Reduced |
| GK Wealth Management LLC | 1,868 | $261.4K | 0.16% | +1,868 | New |
| Union Savings Bank | 1,867 | $261.3K | 0.10% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 1,865 | $261.0K | 0.17% | −75−3.9% | Reduced |
| Advisory Advocates, LLC | 1,864 | $260.9K | 0.22% | +1,864 | New |
| Greenspring Advisors, LLC | 1,859 | $260.2K | 0.01% | +1,859 | New |
| Ellis Investment Partners, LLC | 1,857 | $259.9K | 0.04% | +9+0.5% | Added |
| Morton Capital Management LLC | 1,850 | $259.0K | 0.04% | +1,850 | New |
| Hoxton Planning & Management, LLC | 1,840 | $257.5K | 0.07% | +3+0.2% | Added |
| Altar Rock LLC | 1,836 | $257.0K | 0.38% | +59+3.3% | Added |
| Centennial Wealth Advisory LLC | 1,834 | $256.8K | 0.06% | −243−11.7% | Reduced |
| Barings LLC | 1,834 | $256.7K | 0.00% | +1+0.1% | Added |
| Welch Group, LLC | 1,834 | $256.6K | 0.01% | +1+0.1% | Added |
| Bogart Wealth, LLC | 1,830 | $256.2K | 0.01% | +1,508+468.3% | Added |
| Cascade Financial Partners, LLC | 1,825 | $255.4K | 0.02% | −105−5.4% | Reduced |
| Fayez Sarofim & Co | 1,825 | $255.4K | 0.00% | +1,825 | New |
| Souders Financial Advisors | 1,824 | $255.2K | 0.03% | −68−3.6% | Reduced |
| Am Investment Strategies LLC | 1,821 | $255.0K | 0.05% | +1,821 | New |
| Saxon Interests, Inc. | 1,811 | $253.5K | 0.07% | −5−0.3% | Reduced |
| Fortem Financial Group, LLC | 1,803 | $252.3K | 0.05% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,803 | $252.3K | 0.11% | +8+0.4% | Added |
| Silver Grove Financial Group, Inc. | 1,796 | $251.3K | 0.14% | +1,380+331.7% | Added |
| Voisard Asset Management Group, Inc. | 1,793 | $250.9K | 0.05% | +1,793 | New |
| LJI Wealth Management, LLC | 1,789 | $250.4K | 0.04% | +1,789 | New |
| Security Financial Services, INC. | 1,787 | $250.1K | 0.03% | +1,787 | New |
| MEMBERS Trust Co | 1,787 | $250.1K | 0.01% | +1,787 | New |
| Abbot Financial Management, Inc. | 1,786 | $250.0K | 0.09% | +1,786 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,782 | $249.5K | 0.01% | +1,782 | New |
| Westmount Partners, LLC | 1,780 | $249.1K | 0.05% | −973−35.3% | Reduced |
| Marks Group Wealth Management, Inc | 1,778 | $248.8K | 0.02% | −280−13.6% | Reduced |
| Wilkerson Advisory Group LLC | 1,774 | $248.3K | 0.08% | +162+10.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,774 | $248.3K | 0.04% | +1,774 | New |
| RB Capital Management, LLC | 1,771 | $247.9K | 0.05% | +1,771 | New |
| AGH Wealth Advisors, LLC | 1,760 | $246.3K | 0.16% | −25−1.4% | Reduced |
| Grantvest Financial Group LLC | 1,759 | $246.2K | 0.14% | +1,759 | New |
| Action Point Financial Planning, LLC | 1,762 | $245.6K | 0.02% | +1,762 | New |
| Port Capital LLC | 1,754 | $245.5K | 0.01% | +1,754 | New |
| Vision Financial Markets LLC | 1,750 | $245.2K | 0.21% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,751 | $245.1K | 0.02% | −831−32.2% | Reduced |
| Essex LLC | 1,750 | $244.9K | 0.04% | −25−1.4% | Reduced |
| TPG Financial Advisors, LLC | 1,748 | $244.7K | 0.07% | +1,748 | New |
| Univest Financial Corp | 1,740 | $243.5K | 0.01% | +1,740 | New |
| Intergy Private Wealth, LLC | 1,739 | $243.4K | 0.06% | +1,739 | New |
| Beacon Investment Advisory Services, Inc. | 1,736 | $243.0K | 0.01% | 00.0% | Unchanged |
| Note Advisors, LLC | 1,735 | $242.8K | 0.11% | −128−6.9% | Reduced |
| Klingenstein Fields & Co LP | 1,735 | $242.8K | 0.01% | +1,735 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,733 | $242.6K | 0.13% | +1,733 | New |
| Hibernia Wealth Partners, LLC | 1,733 | $242.4K | 0.13% | −904−34.3% | Reduced |
| Vantage Point Financial LLC | 1,732 | $242.4K | 0.07% | +1,732 | New |
| AlphaGrep UK Ltd | 1,731 | $242.3K | 0.07% | −4,109−70.4% | Reduced |
| CM Wealth Advisors LLC | 1,731 | $242.3K | 0.04% | +1,731 | New |
| Roundview Capital LLC | 1,730 | $242.1K | 0.01% | +1,730 | New |
| Hilltop National Bank | 1,729 | $242.0K | 0.05% | −206−10.6% | Reduced |
| Paladin Wealth, LLC | 1,728 | $241.9K | 0.14% | +1,728 | New |
| Bay Harbor Wealth Management, LLC | 1,724 | $241.3K | 0.06% | +1,559+944.8% | Added |
| Carr Financial Group Corp | 1,720 | $240.7K | 0.06% | +1,720 | New |
| Wilson & Boucher Capital Management, LLC | 1,719 | $240.5K | 0.14% | +1,719 | New |
| Francis Financial, Inc. | 1,715 | $240.1K | 0.04% | +1,715 | New |
| Argent Advisors, Inc. | 1,714 | $239.9K | 0.06% | +1,714 | New |
| Brandywine Oak Private Wealth LLC | 1,713 | $239.8K | 0.02% | +1,713 | New |
| Diversified Management Inc | 1,712 | $239.6K | 0.05% | −10,048−85.4% | Reduced |
| Private Advisory Group LLC | 1,704 | $238.5K | 0.01% | −232−12.0% | Reduced |
| Montis Financial, LLC | 1,701 | $238.0K | 0.05% | +1,701 | New |
| TSFG, LLC | 1,701 | $238.0K | 0.03% | +80+4.9% | Added |
| Cane Capital Partners, LLC | 1,700 | $237.9K | 0.10% | −470−21.7% | Reduced |
| Highview Capital Management LLC | 1,700 | $237.9K | 0.07% | +1,700 | New |
| Pinnacle Wealth Management Group, Inc. | 1,699 | $237.8K | 0.11% | +1,699 | New |
| Granite Harbor Advisors, Inc. | 1,695 | $237.2K | 0.09% | −122−6.7% | Reduced |