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 |
|---|---|---|---|---|---|
| YANKCOM Partnership | 30,316 | $4.24M | 1.52% | −100.0% | Reduced |
| Private Management Group Inc | 30,280 | $4.24M | 0.11% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 30,179 | $4.22M | 0.49% | +235+0.8% | Added |
| Meridian Wealth Management, LLC | 30,014 | $4.20M | 0.13% | +266+0.9% | Added |
| Peloton Wealth Strategists | 29,955 | $4.19M | 1.55% | +275+0.9% | Added |
| Bokf, NA | 29,953 | $4.19M | 0.06% | +522+1.8% | Added |
| NewEdge Wealth, LLC | 29,836 | $4.18M | 0.04% | +772+2.7% | Added |
| YHB Investment Advisors, Inc. | 29,659 | $4.15M | 0.27% | +237+0.8% | Added |
| Legato Capital Management LLC | 29,554 | $4.14M | 0.34% | −8,425−22.2% | Reduced |
| Generali Investments, Management Co LLC | 29,538 | $4.13M | 0.90% | +15,057+104.0% | Added |
| Sit Investment Associates Inc | 29,525 | $4.13M | 0.08% | −7,805−20.9% | Reduced |
| Snowden Capital Advisors LLC | 29,515 | $4.13M | 0.10% | −7,792−20.9% | Reduced |
| JB Capital LLC | 29,508 | $4.13M | 0.14% | +297+1.0% | Added |
| Lineweaver Wealth Advisors, LLC | 29,497 | $4.13M | 0.49% | +135+0.5% | Added |
| Mystic Asset Management, Inc. | 29,407 | $4.12M | 0.88% | −710−2.4% | Reduced |
| Aaron Wealth Advisors | 29,376 | $4.11M | 0.21% | +719+2.5% | Added |
| Summit Financial, LLC | 29,121 | $4.08M | 0.04% | +1,272+4.6% | Added |
| Wellington Shields & Co., LLC | 29,073 | $4.07M | 0.91% | −1,800−5.8% | Reduced |
| Pinnacle Holdings, LLC | 29,004 | $4.06M | 1.25% | −28−0.1% | Reduced |
| First Dallas Securities Inc. | 28,690 | $4.02M | 1.33% | −1,340−4.5% | Reduced |
| Kennondale Capital Management LLC | 28,644 | $4.01M | 2.67% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 28,617 | $4.01M | 0.35% | +1,986+7.5% | Added |
| Hancock Whitney Corp | 28,510 | $3.99M | 0.07% | −2,462−7.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 28,418 | $3.98M | 0.10% | +3,680+14.9% | Added |
| Palouse Capital Management, Inc. | 28,304 | $3.96M | 2.47% | −2,622−8.5% | Reduced |
| IFP Advisors, Inc | 28,259 | $3.96M | 0.07% | −971−3.3% | Reduced |
| HBW Advisory Services LLC | 28,104 | $3.93M | 0.36% | +65+0.2% | Added |
| Buckingham Strategic Partners | 28,104 | $3.93M | 0.03% | −7,956−22.1% | Reduced |
| Summit Global Investments | 28,065 | $3.93M | 0.21% | +14,428+105.8% | Added |
| Wealthspire Advisors, LLC | 28,039 | $3.92M | 0.02% | +15,001+115.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28,021 | $3.92M | 0.59% | +677+2.5% | Added |
| Simplex Trading, LLC | 27,929 | $3.91M | 0.10% | +5,604+25.1% | Added |
| Creative Financial Designs Inc | 27,872 | $3.90M | 0.19% | −1,845−6.2% | Reduced |
| Clough Capital Partners L P | 27,840 | $3.90M | 0.32% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 27,641 | $3.87M | 1.34% | −4,000−12.6% | Reduced |
| Smartleaf Asset Management LLC | 27,097 | $3.86M | 0.13% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 27,549 | $3.86M | 0.14% | +818+3.1% | Added |
| InTrack Investment Management Inc | 27,397 | $3.83M | 1.90% | −360−1.3% | Reduced |
| Paradigm Financial Partners, LLC | 27,215 | $3.81M | 0.35% | +8,656+46.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 27,010 | $3.78M | 2.81% | +27,010 | New |
| BankPlus Trust Department | 26,992 | $3.78M | 0.88% | +3,549+15.1% | Added |
| J.W. Cole Advisors, Inc. | 26,954 | $3.77M | 0.06% | +26,954 | New |
| Tower Research Capital LLC (TRC) | 26,944 | $3.77M | 0.09% | −49,222−64.6% | Reduced |
| 44 Wealth Management LLC | 26,940 | $3.77M | 1.25% | −1,218−4.3% | Reduced |
| Insight Inv LLC | 26,925 | $3.77M | 1.78% | −55−0.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 26,923 | $3.77M | 0.56% | −11,431−29.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 26,793 | $3.75M | 0.44% | +23,499+713.4% | Added |
| G&S Capital LLC | 26,711 | $3.74M | 1.09% | −475−1.7% | Reduced |
| Stonebridge Capital Advisors LLC | 26,660 | $3.73M | 0.24% | −1,341−4.8% | Reduced |
| Everett Harris & Co | 26,479 | $3.71M | 0.05% | −250−0.9% | Reduced |
| Wedmont Private Capital | 26,112 | $3.68M | 0.10% | +803+3.2% | Added |
| apricus wealth, LLC | 26,250 | $3.67M | 1.75% | −14,740−36.0% | Reduced |
| Axq Capital, LP | 26,215 | $3.67M | 0.40% | +10,036+62.0% | Added |
| Alerus Financial NA | 26,018 | $3.64M | 0.16% | −1,642−5.9% | Reduced |
| Guardian Partners Inc. | 26,000 | $3.64M | 0.33% | +26,000 | New |
| Connective Portfolio Management, LLC | 26,000 | $3.64M | 6.06% | +26,000 | New |
| Commerzbank Aktiengesellschaft | 25,976 | $3.64M | 0.07% | −6,234−19.4% | Reduced |
| Storgate, LLC | 25,963 | $3.63M | 0.75% | +17,134+194.1% | Added |
| Opal Capital LLC | 25,811 | $3.61M | 0.65% | +4,511+21.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,630 | $3.59M | 1.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 25,614 | $3.58M | 0.19% | +3,029+13.4% | Added |
| GKV Capital Management Co., Inc. | 25,458 | $3.56M | 1.15% | +3,221+14.5% | Added |
| Gold Investment Management Ltd. | 25,440 | $3.56M | 0.97% | +50.0% | Added |
| Frec Markets, Inc. | 25,431 | $3.56M | 0.32% | +5,899+30.2% | Added |
| SWP Investment Management LLC | 25,393 | $3.55M | 2.45% | +960+3.9% | Added |
| McDonald Partners LLC | 25,305 | $3.54M | 0.86% | −40,175−61.4% | Reduced |
| Modern Wealth Management, LLC | 25,247 | $3.53M | 0.04% | −2,171−7.9% | Reduced |
| Sumitomo Life Insurance Co | 25,161 | $3.52M | 0.06% | −1,455−5.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 25,148 | $3.52M | 1.88% | +25,148 | New |
| Manske Wealth Management | 25,126 | $3.52M | 0.87% | −1,125−4.3% | Reduced |
| FIL Ltd | 24,984 | $3.50M | 0.00% | +8,332+50.0% | Added |
| Meridian Investment Counsel Inc. | 24,951 | $3.49M | 0.75% | −225−0.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 24,884 | $3.48M | 0.33% | −496−2.0% | Reduced |
| Inscription Capital, LLC | 24,759 | $3.47M | 0.31% | +1,088+4.6% | Added |
| Evelyn Partners Group Ltd | 24,653 | $3.45M | 0.06% | +24,653 | New |
| SBI Securities Co., Ltd. | 24,555 | $3.44M | 0.08% | −492−2.0% | Reduced |
| Altman Advisors, Inc. | 24,473 | $3.43M | 1.23% | −294−1.2% | Reduced |
| Smith, Salley & Associates | 24,395 | $3.41M | 0.15% | +24,395 | New |
| Jupiter Wealth Management LLC | 24,300 | $3.40M | 1.36% | +2,300+10.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,112 | $3.37M | 0.05% | +3,107+14.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 24,103 | $3.37M | 0.08% | −750−3.0% | Reduced |
| Trust Asset Management LLC | 24,028 | $3.36M | 0.21% | −1,437−5.6% | Reduced |
| Caisse des Depots Et Consignations | 23,866 | $3.34M | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 23,736 | $3.32M | 0.05% | +2,133+9.9% | Added |
| Savvy Advisors, Inc. | 23,720 | $3.32M | 0.07% | +1,826+8.3% | Added |
| Stonebridge Financial Group, LLC | 23,635 | $3.31M | 0.46% | +23,635 | New |
| Finivi Inc. | 23,604 | $3.30M | 1.69% | −1,727−6.8% | Reduced |
| Ocean Capital Management, LLC | 23,485 | $3.29M | 0.61% | +43+0.2% | Added |
| Arete Wealth Advisors, LLC | 23,464 | $3.28M | 0.22% | +592+2.6% | Added |
| TCG Advisory Services, LLC | 23,379 | $3.27M | 0.06% | +1,143+5.1% | Added |
| Resources Investment Advisors, LLC. | 23,321 | $3.26M | 0.03% | −3,540−13.2% | Reduced |
| Chancellor Financial Group WB LP | 23,190 | $3.25M | 2.01% | −133−0.6% | Reduced |
| Mutual Advisors, LLC | 23,185 | $3.24M | 0.06% | +2,017+9.5% | Added |
| Parallel Advisors, LLC | 23,129 | $3.24M | 0.05% | −3,610−13.5% | Reduced |
| Gladstone Institutional Advisory LLC | 23,057 | $3.23M | 0.10% | +78+0.3% | Added |
| GFS Advisors, LLC | 23,550 | $3.21M | 0.37% | +705+3.1% | Added |
| Intrust Bank NA | 22,803 | $3.19M | 0.24% | +122+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 22,787 | $3.19M | 0.09% | +46+0.2% | Added |
| Pittenger & Anderson Inc | 22,700 | $3.18M | 0.11% | +22,700 | New |
| Jacobi Capital Management LLC | 22,422 | $3.14M | 0.15% | −226−1.0% | Reduced |