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 |
|---|---|---|---|---|---|
| CogentBlue Wealth Advisors, LLC | 1,456 | $203.8K | 0.12% | +1,456 | New |
| Marest Capital, LLC | 1,453 | $203.4K | 0.10% | +1,453 | New |
| Birch Hill Investment Advisors LLC | 1,450 | $202.9K | 0.01% | +1,450 | New |
| HFG Advisors, Inc. | 1,447 | $202.6K | 0.13% | +1,447 | New |
| Mayfair Advisory Group, LLC | 1,532 | $202.6K | 0.06% | +1,532 | New |
| Legacy Private Trust Co. | 1,447 | $202.5K | 0.01% | +1,447 | New |
| Great Waters Wealth Management | 1,443 | $202.0K | 0.02% | +1,443 | New |
| WealthPoint Financial, LLC | 1,438 | $201.3K | 0.15% | +1,438 | New |
| J.E. Simmons & Co., P.C. | 1,435 | $200.8K | 0.11% | +1,435 | New |
| Mountain Capital Investment Advisors, Inc | 1,433 | $200.5K | 0.03% | −322−18.3% | Reduced |
| GSG Advisors LLC | 1,430 | $200.1K | 0.04% | +1,430 | New |
| RNC Capital Management LLC | 1,429 | $200.0K | 0.01% | +1,429 | New |
| Warburton Capital Management, LLC | 1,432 | $200.0K | 0.08% | +1,432 | New |
| Crews Bank & Trust | 1,426 | $199.6K | 0.03% | −28−1.9% | Reduced |
| Millstone Evans Group, LLC | 1,418 | $198.5K | 0.11% | +15+1.1% | Added |
| LFA - Lugano Financial Advisors SA | 1,400 | $195.9K | 0.12% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 1,422 | $193.2K | 0.10% | +1,422 | New |
| Caption Management, LLC | 1,369 | $191.6K | 0.01% | −331−19.5% | Reduced |
| MidFirst Bank | 1,355 | $189.6K | 0.01% | +493+57.2% | Added |
| PFS Partners, LLC | 1,341 | $187.7K | 0.08% | +20+1.5% | Added |
| Osterweis Capital Management Inc | 1,314 | $183.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,312 | $183.6K | 0.07% | −3−0.2% | Reduced |
| SHP Wealth Management | 1,286 | $180.0K | 0.01% | −50−3.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,269 | $177.6K | 0.01% | +135+11.9% | Added |
| DT Investment Partners, LLC | 1,251 | $175.1K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,250 | $174.9K | 0.04% | −125−9.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,240 | $173.6K | 0.11% | +144+13.1% | Added |
| Vestor Capital, LLC | 1,031 | $171.0K | 0.01% | −294,069−99.7% | Reduced |
| Activest Wealth Management | 1,209 | $169.2K | 0.03% | −463−27.7% | Reduced |
| Wellington-Altus USA Inc. | 1,481 | $168.0K | 0.12% | −460−23.7% | Reduced |
| AXS Investments LLC | 1,198 | $167.7K | 0.05% | −291−19.5% | Reduced |
| Aviso Financial Inc. | 1,198 | $167.7K | 0.01% | +836+230.9% | Added |
| Markowski Investments | 1,198 | $167.6K | 0.04% | +1,198 | New |
| Boreal Capital Management LLC | 1,195 | $167.3K | 0.12% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,142 | $167.0K | 0.05% | +5+0.4% | Added |
| SOA Wealth Advisors, LLC. | 1,192 | $166.9K | 0.03% | +1+0.1% | Added |
| Sittner & Nelson, LLC | 1,188 | $166.3K | 0.05% | −82−6.5% | Reduced |
| Montag A & Associates Inc | 1,181 | $165.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,178 | $164.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,154 | $161.5K | 0.05% | +303+35.6% | Added |
| Hager Investment Management Services, LLC | 1,131 | $158.3K | 0.07% | −199−15.0% | Reduced |
| Private Wealth Asset Management, LLC | 1,113 | $155.8K | 0.02% | −580−34.3% | Reduced |
| Owl Creek Wealth Partners LLC | 1,065 | $149.1K | 0.04% | +70+7.0% | Added |
| Harbor Capital Advisors, Inc. | 1,051 | $147.0K | 0.01% | −88−7.7% | Reduced |
| UMA Financial Services, Inc. | 1,032 | $144.5K | 0.02% | +61+6.3% | Added |
| Bollard Group LLC | 1,028 | $144.0K | 0.00% | −63−5.8% | Reduced |
| Toews Corp | 1,019 | $142.6K | 0.02% | +1,019 | New |
| Ramsey Quantitative Systems | 1,000 | $140.0K | 0.13% | −1,000−50.0% | Reduced |
| VSM Wealth Advisory, LLC | 1,000 | $140.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 994 | $139.1K | 0.02% | +994 | New |
| Bank of New Hampshire | 991 | $138.7K | 0.03% | +133+15.5% | Added |
| Westfuller Advisors, LLC | 989 | $138.4K | 0.05% | −424−30.0% | Reduced |
| Salomon & Ludwin, LLC | 986 | $138.2K | 0.01% | −11−1.1% | Reduced |
| Princeton Global Asset Management LLC | 974 | $136.3K | 0.02% | +21+2.2% | Added |
| Kozak & Associates, Inc. | 945 | $132.5K | 0.02% | +4+0.4% | Added |
| Pacifica Partners Inc. | 943 | $132.0K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 934 | $130.8K | 0.02% | −715−43.4% | Reduced |
| Cornerstone Planning Group LLC | 988 | $130.7K | 0.02% | +2+0.2% | Added |
| Founders Capital Management | 900 | $126.0K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 887 | $124.2K | 0.04% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 957 | $122.9K | 0.03% | +845+754.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 875 | $122.5K | 0.01% | +875 | New |
| N.E.W. Advisory Services LLC | 875 | $122.5K | 0.01% | +262+42.7% | Added |
| Ogorek Anthony Joseph | 850 | $118.0K | 0.03% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 800 | $112.0K | 0.03% | −1,100−57.9% | Reduced |
| Hoey Investments, Inc | 800 | $112.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 800 | $112.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 794 | $111.1K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 793 | $111.0K | 0.01% | +26+3.4% | Added |
| Quest 10 Wealth Builders, Inc. | 772 | $108.0K | 0.08% | +4+0.5% | Added |
| South State Corp. | 741 | $103.7K | 0.00% | +115+18.4% | Added |
| Smithfield Trust Co | 735 | $103.0K | 0.00% | −12−1.6% | Reduced |
| POM Investment Strategies, LLC | 730 | $102.2K | 0.12% | −492−40.3% | Reduced |
| St Germain D J Co Inc | 729 | $102.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 725 | $101.5K | 0.00% | −68−8.6% | Reduced |
| Hartford Financial Management Inc. | 721 | $100.9K | 0.02% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 720 | $100.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $99.8K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 713 | $99.8K | 0.02% | +82+13.0% | Added |
| Atlantic Trust, LLC | 707 | $99.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 698 | $97.7K | 0.02% | +407+139.9% | Added |
| Smallwood Wealth Investment Management, LLC | 691 | $96.7K | 0.04% | +95+15.9% | Added |
| JCIC Asset Management Inc. | 845 | $95.8K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 680 | $95.2K | 0.05% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 678 | $94.9K | 0.01% | +120+21.5% | Added |
| Financial Management Professionals, Inc. | 662 | $92.6K | 0.01% | +87+15.1% | Added |
| Corsicana & Co. | 659 | $92.2K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 656 | $91.8K | 0.01% | +6+0.9% | Added |
| Signature Equity Partners, LLC | 637 | $89.1K | 0.04% | +328+106.1% | Added |
| Dogwood Wealth Management LLC | 634 | $88.7K | 0.04% | +130+25.8% | Added |
| Private Wealth Management Group, LLC | 629 | $88.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 625 | $87.5K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 619 | $86.6K | 0.02% | +500+420.2% | Added |
| Cranbrook Wealth Management, LLC | 595 | $83.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 594 | $83.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 582 | $81.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 568 | $79.5K | 0.03% | +196+52.7% | Added |
| Addison Advisors LLC | 563 | $78.8K | 0.04% | −951−62.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 560 | $78.4K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 565 | $78.0K | 0.02% | +125+28.4% | Added |