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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 553 | $77.4K | 0.02% | +117+26.8% | Added |
| GHP Investment Advisors, Inc. | 549 | $76.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 546 | $76.4K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 540 | $75.6K | 0.04% | −13−2.4% | Reduced |
| Trust Co | 534 | $74.7K | 0.01% | +533+53,300.0% | Added |
| Fairway Wealth LLC | 528 | $73.9K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 522 | $73.1K | 0.03% | +195+59.6% | Added |
| Mascoma Wealth Management LLC | 518 | $72.5K | 0.01% | +18+3.6% | Added |
| First Financial Corp | 513 | $71.8K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 512 | $71.7K | 0.00% | 00.0% | Unchanged |
| Motco | 507 | $71.0K | 0.01% | +248+95.8% | Added |
| Truvestments Capital LLC | 505 | $70.7K | 0.01% | −124−19.7% | Reduced |
| Financial Network Wealth Advisors LLC | 504 | $70.5K | 0.07% | +5+1.0% | Added |
| Horrell Capital Management, Inc. | 500 | $70.0K | 0.03% | 00.0% | Unchanged |
| Downshift Financial, LLC | 497 | $69.6K | 0.03% | +497 | New |
| Lodestone Wealth Management LLC | 497 | $69.5K | 0.02% | +3+0.6% | Added |
| JPL Wealth Management, LLC | 488 | $68.3K | 0.01% | +40+8.9% | Added |
| Luminist Capital LLC | 480 | $67.2K | 0.08% | +480 | New |
| Hara Capital LLC | 476 | $66.6K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 474 | $66.5K | 0.03% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 474 | $66.3K | 0.01% | +474 | New |
| Battery Global Advisors, LLC | 473 | $66.2K | 0.03% | +1+0.2% | Added |
| Catalyst Capital Advisors LLC | 468 | $65.5K | 0.00% | −483−50.8% | Reduced |
| Capital Advisors, Ltd. LLC | 467 | $65.0K | 0.01% | −84−15.2% | Reduced |
| Covestor Ltd | 454 | $64.0K | 0.04% | −49−9.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 449 | $62.8K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 446 | $62.4K | 0.05% | 00.0% | Unchanged |
| Robinswood Financial LLC | 445 | $62.3K | 0.02% | +3+0.7% | Added |
| Coston, McIsaac & Partners | 444 | $62.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 440 | $61.6K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 434 | $60.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 431 | $60.3K | 0.00% | +162+60.2% | Added |
| Strive Financial Group ,LLC | 423 | $59.2K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 420 | $58.8K | 0.04% | +150+55.6% | Added |
| Northstar Asset Management LLC | 444 | $58.7K | 0.01% | +444 | New |
| Financial Consulate, Inc | 418 | $58.6K | 0.01% | +235+128.4% | Added |
| Abound Wealth Management | 418 | $58.5K | 0.01% | −605−59.1% | Reduced |
| Washington Trust Advisors, Inc. | 414 | $57.9K | 0.00% | −190−31.5% | Reduced |
| Cornerstone Financial Management LLC | 413 | $57.8K | 0.05% | +106+34.5% | Added |
| Accent Capital Management, LLC | 412 | $57.7K | 0.02% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 407 | $56.9K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 404 | $56.5K | 0.01% | +1+0.2% | Added |
| MTM Investment Management, LLC | 403 | $56.4K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $56.0K | 0.00% | −1,000−71.4% | Reduced |
| Hilton Head Capital Partners, LLC | 395 | $55.3K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 390 | $54.6K | 0.01% | −2−0.5% | Reduced |
| Raffa Wealth Management, LLC | 389 | $54.4K | 0.01% | −3−0.8% | Reduced |
| GoalVest Advisory LLC | 387 | $54.2K | 0.01% | +99+34.4% | Added |
| Tounjian Advisory Partners, LLC | 386 | $54.0K | 0.02% | −24,176−98.4% | Reduced |
| Consultiva Wealth Management, Corp. | 379 | $53.0K | 0.12% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 375 | $52.6K | 0.01% | −7−1.8% | Reduced |
| Solstein Capital, LLC | 365 | $51.1K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 364 | $50.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 364 | $50.9K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $50.2K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 352 | $49.3K | 0.01% | −8−2.2% | Reduced |
| West Financial Advisors, LLC | 348 | $48.7K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 347 | $48.6K | 0.02% | −10−2.8% | Reduced |
| Indiana Trust & Investment Management CO | 340 | $47.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 339 | $47.4K | 0.00% | +99+41.3% | Added |
| BOK Financial Private Wealth, Inc. | 334 | $46.7K | 0.00% | +212+173.8% | Added |
| High Note Wealth, LLC | 333 | $46.6K | 0.01% | +29+9.5% | Added |
| Meeder Asset Management Inc | 330 | $46.2K | 0.00% | +48+17.0% | Added |
| PlanVest Financial, Inc | 325 | $45.4K | 0.03% | +2+0.6% | Added |
| Atomic Invest LLC | 317 | $45.2K | 0.00% | −61−16.1% | Reduced |
| Bare Financial Services, Inc | 323 | $45.2K | 0.01% | +100+44.8% | Added |
| Basepoint Wealth LLC | 310 | $43.4K | 0.02% | +1+0.3% | Added |
| MH & Associates Securities Management Corp | 301 | $42.2K | 0.04% | 00.0% | Unchanged |
| Bravera Wealth | 301 | $42.1K | 0.02% | −1−0.3% | Reduced |
| Pingora Partners LLC | 300 | $42.0K | 0.02% | −3,800−92.7% | Reduced |
| LOM Asset Management Ltd | 300 | $42.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 299 | $41.9K | 0.06% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 294 | $41.1K | 0.02% | +50+20.5% | Added |
| HHM Wealth Advisors, LLC | 292 | $40.9K | 0.00% | +199+214.0% | Added |
| Rialto Wealth Management, LLC | 290 | $40.6K | 0.01% | +53+22.4% | Added |
| Marquette Asset Management, LLC | 289 | $40.4K | 0.01% | +12+4.3% | Added |
| Hughes Financial Services, LLC | 283 | $39.6K | 0.01% | +79+38.7% | Added |
| Barrett & Company, Inc. | 280 | $39.1K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 276 | $38.6K | 0.05% | 00.0% | Unchanged |
| NBH Bank | 267 | $37.4K | 0.02% | +267 | New |
| Fulcrum Asset Management LLP | 262 | $37.3K | 0.00% | +262 | New |
| Tiaa Trust, National Association | 265 | $37.1K | 0.00% | −42−13.7% | Reduced |
| Sachetta, LLC | 263 | $36.8K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 255 | $35.7K | 0.02% | +1+0.4% | Added |
| New England Capital Financial Advisors LLC | 252 | $35.3K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 242 | $33.9K | 0.01% | +2+0.8% | Added |
| TD Capital Management LLC | 240 | $33.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 246 | $33.0K | 0.00% | +3+1.2% | Added |
| Valued Wealth Advisors LLC | 231 | $32.4K | 0.01% | +24+11.6% | Added |
| Colonial Trust Advisors | 221 | $30.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 217 | $30.3K | 0.01% | +80+58.4% | Added |
| McGuire Capital Advisors Inc | 211 | $29.5K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 206 | $29.0K | 0.02% | +14+7.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 203 | $28.5K | 0.00% | −34−14.3% | Reduced |
| 10Elms LLP | 201 | $28.1K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $28.0K | 0.02% | +200 | New |
| Entrust Financial LLC | 197 | $27.6K | 0.02% | −18−8.4% | Reduced |
| Regatta Research & Money Management | 195 | $27.3K | 0.03% | +195 | New |
| Centennial Bank | 195 | $27.3K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 194 | $27.2K | 0.01% | +71+57.7% | Added |