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 |
|---|---|---|---|---|---|
| Castle Wealth Management LLC | 1,695 | $237.2K | 0.07% | +1,695 | New |
| Steigerwald, Gordon & Koch Inc. | 1,694 | $237.1K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,693 | $237.0K | 0.07% | −481−22.1% | Reduced |
| Bayban | 1,691 | $236.7K | 0.18% | +40+2.4% | Added |
| OneAscent Family Office, LLC | 1,691 | $236.7K | 0.12% | +1,691 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,684 | $235.7K | 0.03% | −110−6.1% | Reduced |
| BankChampaign, National Association | 1,679 | $235.0K | 0.18% | +1,679 | New |
| Brookwood Investment Group LLC | 1,670 | $233.7K | 0.03% | −631−27.4% | Reduced |
| RWM Asset Management, LLC | 1,763 | $233.5K | 0.03% | +326+22.7% | Added |
| Peachtree Investment Partners, LLC | 1,668 | $233.4K | 0.07% | +1,668 | New |
| Lee Johnson Capital Management, LLC | 1,660 | $232.3K | 0.07% | +1,660 | New |
| Smith Chas P & Associates Pa Cpas | 1,659 | $232.3K | 0.01% | +1,659 | New |
| Hamilton Point Investment Advisors, LLC | 1,658 | $232.1K | 0.03% | +1,658 | New |
| Tudor Financial Inc. | 1,658 | $232.1K | 0.10% | +1,658 | New |
| Crawford Investment Counsel Inc | 1,655 | $231.6K | 0.00% | +1,655 | New |
| One Charles Private Wealth Services, LLC | 1,653 | $231.3K | 0.05% | +1,653 | New |
| AA Financial Advisors, LLC | 1,652 | $231.2K | 0.03% | +1,652 | New |
| Maripau Wealth Management LLC | 1,646 | $230.4K | 0.08% | +1,646 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,645 | $230.2K | 0.06% | +1,645 | New |
| Sonata Capital Group Inc | 1,644 | $230.1K | 0.07% | +1,644 | New |
| Gemmer Asset Management LLC | 1,643 | $230.0K | 0.02% | +1,643 | New |
| Aua Capital Management, LLC | 1,642 | $229.8K | 0.11% | +1,642 | New |
| American National Bank | 1,640 | $229.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,640 | $229.5K | 0.03% | +1,428+673.6% | Added |
| GW&K Investment Management, LLC | 1,637 | $229.0K | 0.00% | +72+4.6% | Added |
| Cedarwood Wealth LLC | 1,636 | $229.0K | 0.17% | +1,636 | New |
| Safeguard Investment Advisory Group, LLC | 1,634 | $228.6K | 0.05% | +1,634 | New |
| Verum Partners LLC | 1,631 | $228.2K | 0.03% | +1,631 | New |
| Arkfeld Wealth Strategies, L.L.C. | 1,585 | $228.1K | 0.07% | −136−7.9% | Reduced |
| WFA of San Diego, LLC | 1,630 | $226.1K | 0.19% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 1,615 | $226.0K | 0.06% | −402−19.9% | Reduced |
| Petix & Botte Co | 1,612 | $225.6K | 0.05% | +1,612 | New |
| Wills Financial Group LLC | 1,611 | $225.5K | 0.08% | −10−0.6% | Reduced |
| Fulcrum Equity Management | 1,611 | $225.5K | 0.18% | +1,611 | New |
| Coastal Investment Advisors, Inc. | 1,605 | $224.6K | 0.07% | −2,946−64.7% | Reduced |
| Providence First Trust Co | 1,599 | $223.8K | 0.06% | +1,599 | New |
| Weinberger Asset Management, Inc | 1,688 | $223.6K | 0.07% | +1,688 | New |
| Philip James Wealth Mangement, LLC | 1,597 | $223.6K | 0.03% | −944−37.2% | Reduced |
| SilverOak Wealth Management LLC | 1,596 | $223.4K | 0.03% | +1,596 | New |
| Rose Capital Advisors LLC | 1,596 | $223.3K | 0.12% | +1,596 | New |
| Hunter Associates Investment Management LLC | 1,592 | $223.0K | 0.03% | +1,592 | New |
| Lazard Freres Gestion S.A.S. | 1,600 | $223.0K | 0.00% | +1,600 | New |
| Keebeck Alpha, LP | 1,588 | $222.3K | 0.46% | +1,588 | New |
| Hobart Private Capital, LLC | 1,587 | $222.1K | 0.04% | +1,587 | New |
| SkyOak Wealth, LLC | 1,585 | $221.8K | 0.04% | −200−11.2% | Reduced |
| Cornerstone Advisory, LLC | 1,583 | $221.6K | 0.02% | +1,583 | New |
| Keynote Financial Services LLC | 1,581 | $221.3K | 0.10% | +1,581 | New |
| Compass Capital Corp | 1,597 | $221.2K | 0.07% | +1,597 | New |
| United Advisor Group, LLC | 1,567 | $219.3K | 0.02% | +1,567 | New |
| German American Bancorp, Inc. | 1,565 | $219.0K | 0.02% | +1,565 | New |
| Gallacher Capital Management LLC | 1,564 | $219.0K | 0.12% | −768−32.9% | Reduced |
| Peoples Financial Services Corp. | 1,564 | $218.9K | 0.09% | −54−3.3% | Reduced |
| Mission Financial Group, LLC | 1,563 | $218.8K | 0.18% | +1,563 | New |
| Fieldview Capital Management, LLC | 1,563 | $218.8K | 0.06% | −9,747−86.2% | Reduced |
| Eads & Heald Wealth Management | 1,560 | $218.3K | 0.11% | +1,560 | New |
| Aspen Grove Capital, LLC | 1,553 | $217.4K | 0.03% | +1,553 | New |
| Rocky Mountain Advisers, LLC | 1,550 | $216.9K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,550 | $216.9K | 0.06% | +352+29.4% | Added |
| Investment Insight Wealth Management, LLC | 1,546 | $216.3K | 0.19% | +1,546 | New |
| Welch & Forbes LLC | 1,541 | $215.7K | 0.00% | +1,541 | New |
| Journey Advisory Group, LLC | 1,541 | $215.7K | 0.02% | +1,541 | New |
| Integral Investment Advisors, Inc. | 1,541 | $215.7K | 0.05% | +1,541 | New |
| StoryOne LLC | 1,541 | $215.7K | 0.10% | +1,541 | New |
| Fishman Jay A Ltd | 1,533 | $214.6K | 0.02% | +1,533 | New |
| FCG Investment Co | 1,531 | $214.3K | 0.07% | −755−33.0% | Reduced |
| Mirabella Financial Services LLP | 1,528 | $213.9K | 0.02% | −642−29.6% | Reduced |
| Aletheian Wealth Advisors LLC | 1,526 | $213.6K | 0.09% | +1,526 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,518 | $212.5K | 0.01% | +1,518 | New |
| Old Port Advisors | 1,518 | $212.5K | 0.04% | +1,518 | New |
| Rinkey Investments | 1,517 | $212.3K | 0.05% | +1,517 | New |
| Old Mission Investment Co LLC | 1,516 | $212.1K | 0.04% | +1,516 | New |
| Van Diest Capital, LLC | 1,515 | $212.1K | 0.19% | −1,971−56.5% | Reduced |
| Smith, Moore & Co. | 1,512 | $211.7K | 0.01% | +1,512 | New |
| Requisite Capital Management, LLC | 1,504 | $210.5K | 0.03% | +1,504 | New |
| Millennium Capital Advisors, LLC | 1,501 | $210.2K | 0.11% | +1,501 | New |
| CKW Financial Group | 1,500 | $210.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 1,500 | $209.9K | 0.09% | +1,500 | New |
| Alan B. Lancz & Associates, Inc. | 1,500 | $209.9K | 0.18% | +1,500 | New |
| Shufro Rose & Co LLC | 1,497 | $209.5K | 0.01% | +1,497 | New |
| Hidden Cove Wealth Management, LLC | 1,496 | $209.4K | 0.12% | +1,496 | New |
| Maia Wealth LLC | 1,492 | $208.8K | 0.03% | +1,492 | New |
| Sherman Asset Management, Inc. | 1,482 | $207.4K | 0.16% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,479 | $207.0K | 0.03% | +113+8.3% | Added |
| Baring Financial LLC | 1,478 | $206.9K | 0.11% | +1,478 | New |
| GreatBanc Trust CO | 1,477 | $206.7K | 0.13% | +1,477 | New |
| Monticello Wealth Management, LLC | 1,476 | $206.6K | 0.01% | +1,476 | New |
| Eagle Wealth Advisors LLC | 1,476 | $206.6K | 0.16% | +1,476 | New |
| ARS Wealth Advisors Group, LLC | 1,475 | $206.4K | 0.02% | +1,475 | New |
| Vista Capital Partners, Inc. | 1,471 | $205.9K | 0.02% | +1,471 | New |
| 1st Source Bank | 1,469 | $205.6K | 0.01% | +1,469 | New |
| Hanson & Doremus Investment Management | 1,468 | $205.0K | 0.02% | +200+15.8% | Added |
| Ackerman Capital Advisors, LLC | 1,464 | $204.9K | 0.04% | +1,464 | New |
| Ti-Trust, Inc | 1,462 | $204.6K | 0.11% | +1,462 | New |
| FORM Wealth Advisors, LLC | 1,462 | $204.6K | 0.02% | +1,462 | New |
| Shelter Rock Management, LLC | 1,462 | $204.6K | 0.20% | +1,462 | New |
| DDFG, Inc | 1,460 | $204.3K | 0.04% | +1,460 | New |
| PKS Advisory Services, LLC | 1,458 | $204.2K | 0.03% | +1,458 | New |
| BluePath Capital Management, LLC | 1,459 | $204.2K | 0.11% | +1,459 | New |
| LiftPoint Family Wealth Advisors LLC | 1,459 | $204.2K | 0.14% | +1,459 | New |
| Novem Group | 1,457 | $203.9K | 0.02% | +1,457 | New |