CITIGROUP INC (C) — Institutional Holders, Q2 2026 (page 16)
2,659 institutional investment managers reported a C position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $186.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,501 to 1,600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
C 13F holders ranked 1,501–1,600 of 2,659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Tradewinds#1501 · 4,237 sh | 4,237 | $768.5K | 0.17% | New |
| 1502 | Rosenberg Matthew Hamilton#1502 · 5,473 sh | 5,473 | $766.0K | — | +7.6% |
| 1503 | Aspen Investment Management#1503 · 5,465 sh | 5,465 | $765.0K | 0.21% | +12.8% |
| 1504 | Pinnacle Wealth Planning Services#1504 · 5,452 sh | 5,452 | $763.1K | 0.07% | -0.5% |
| 1505 | Teucrium Investment Advisors#1505 · 5,426 sh | 5,426 | $759.4K | 0.68% | New |
| 1506 | PRECEDENT WEALTH PARTNERS#1506 · 5,420 sh | 5,420 | $758.6K | — | New |
| 1507 | MFA Wealth Services#1507 · 5,418 sh | 5,418 | $758.3K | — | -3.8% |
| 1508 | Balanced Rock Investment Advisors#1508 · 5,410 sh | 5,410 | $757.2K | 0.47% | -7.7% |
| 1509 | Palumbo Wealth Management#1509 · 5,402 sh | 5,402 | $756.1K | 0.16% | New |
| 1510 | Accel Wealth Management#1510 · 5,381 sh | 5,381 | $753.1K | — | -3.0% |
| 1511 | Compass Wealth Management#1511 · 5,377 sh | 5,377 | $752.6K | — | New |
| 1512 | GABLES CAPITAL MANAGEMENT#1512 · 5,375 sh | 5,375 | $752.3K | 0.27% | 0.0% |
| 1513 | Claro Advisors#1513 · 5,369 sh | 5,369 | $751.5K | 0.08% | +1.0% |
| 1514 | SILVERLAKE WEALTH MANAGEMENT#1514 · 5,365 sh | 5,365 | $751.0K | — | +0.2% |
| 1515 | LMR Partners LLP#1515 · 5,365 sh | 5,365 | $750.9K | <0.01% | +134.1% |
| 1516 | Glen Eagle Advisors#1516 · 5,334 sh | 5,334 | $746.5K | 0.09% | +0.7% |
| 1517 | Allen Capital Group#1517 · 5,326 sh | 5,326 | $745.4K | 0.06% | +3.1% |
| 1518 | Ponta Wealth Partners#1518 · 5,319 sh | 5,319 | $744.4K | 0.40% | +50.9% |
| 1519 | V-Square Quantitative Management#1519 · 5,298 sh | 5,298 | $741.5K | — | +21.8% |
| 1520 | Coastwise Capital Group#1520 · 5,259 sh | 5,259 | $736.1K | 0.43% | -0.2% |
| 1521 | FNY Investment Advisers#1521 · 5,260 sh | 5,260 | $736.0K | — | -13.9% |
| 1522 | Triad Wealth Partners#1522 · 5,508 sh | 5,508 | $735.7K | — | +50.0% |
| 1523 | ANCHYRA PARTNERS#1523 · 5,238 sh | 5,238 | $733.1K | — | +4.8% |
| 1524 | Intrinsic Value Partners#1524 · 5,235 sh | 5,235 | $732.7K | 0.50% | -0.4% |
| 1525 | Zullo Investment Group#1525 · 5,224 sh | 5,224 | $731.2K | — | -1.5% |
| 1526 | WRAPMANAGER#1526 · 5,201 sh | 5,201 | $727.9K | 0.23% | -1.3% |
| 1527 | CAPITAL ADVISORS#1527 · 5,195 sh | 5,195 | $727.2K | 0.01% | -30.7% |
| 1528 | OneAscent Financial Services#1528 · 5,178 sh | 5,178 | $724.8K | 0.03% | +8.0% |
| 1529 | WOODWARD DIVERSIFIED CAPITAL#1529 · 5,178 sh | 5,178 | $724.6K | — | +0.1% |
| 1530 | Tranquility Partners#1530 · 5,177 sh | 5,177 | $724.6K | — | 0.0% |
| 1531 | FourThought Financial Partners#1531 · 5,164 sh | 5,164 | $722.7K | 0.06% | -3.7% |
| 1532 | Beverly Hills Private Wealth#1532 · 5,164 sh | 5,164 | $722.7K | 0.14% | -5.5% |
| 1533 | CMT Capital Markets Trading GmbH#1533 · 5,160 sh | 5,160 | $722.0K | <0.01% | +9.7% |
| 1534 | Abel Hall#1534 · 5,136 sh | 5,136 | $718.8K | — | +5.1% |
| 1535 | Clear Creek Financial Management#1535 · 5,133 sh | 5,133 | $718.4K | 0.05% | +3.3% |
| 1536 | BlueChip Wealth Advisors#1536 · 5,122 sh | 5,122 | $716.9K | 0.27% | -49.4% |
| 1537 | J.Safra Asset Management#1537 · 5,110 sh | 5,110 | $715.2K | 0.03% | +2738.9% |
| 1538 | Interchange Capital Partners#1538 · 5,110 sh | 5,110 | $715.1K | 0.13% | +116.9% |
| 1539 | Basecamp Wealth Advisors#1539 · 5,103 sh | 5,103 | $714.2K | 0.13% | +1.7% |
| 1540 | DRIVE WEALTH MANAGEMENT#1540 · 5,088 sh | 5,088 | $712.2K | 0.13% | +24.3% |
| 1541 | Aurora Private Wealth#1541 · 5,079 sh | 5,079 | $711.0K | — | -9.0% |
| 1542 | One Wealth Advisors#1542 · 5,063 sh | 5,063 | $708.6K | 0.08% | -6.8% |
| 1543 | Ellevest#1543 · 5,883 sh | 5,883 | $708.3K | 0.08% | +40.5% |
| 1544 | Nicholas Hoffman & Company#1544 · 5,058 sh | 5,058 | $707.9K | 0.01% | +5.2% |
| 1545 | Excelsior Advisor Network#1545 · 5,056 sh | 5,056 | $707.6K | 0.09% | +119.6% |
| 1546 | ASAHI LIFE ASSET MANAGEMENT , LTD.#1546 · 5,053 sh | 5,053 | $707.2K | 0.40% | -11.6% |
| 1547 | RiverFront Investment Group#1547 · 5,047 sh | 5,047 | $706.4K | <0.01% | +6.1% |
| 1548 | VICUS CAPITAL#1548 · 5,039 sh | 5,039 | $705.3K | 0.05% | +0.4% |
| 1549 | Cornerstone Capital#1549 · 5,030 sh | 5,030 | $704.0K | 0.06% | -0.3% |
| 1550 | Sightline Wealth Advisors#1550 · 5,028 sh | 5,028 | $703.7K | — | +0.4% |
| 1551 | Bramshill Investments#1551 · 5,000 sh | 5,000 | $699.8K | 0.05% | -23.1% |
| 1552 | Harbor Advisors#1552 · 5,000 sh | 5,000 | $699.8K | 0.09% | 0.0% |
| 1553 | Capital Square#1553 · 4,970 sh | 4,970 | $699.7K | — | -18.0% |
| 1554 | BARTLETT & WEALTH MANAGEMENT#1554 · 4,999 sh | 4,999 | $699.7K | <0.01% | +9.1% |
| 1555 | Perennial Investment Advisors#1555 · 4,996 sh | 4,996 | $699.3K | 0.05% | -3.4% |
| 1556 | Worth Asset Management#1556 · 4,990 sh | 4,990 | $698.4K | — | +9.1% |
| 1557 | Audent Global Asset Management#1557 · 4,986 sh | 4,986 | $697.8K | 0.78% | +132.0% |
| 1558 | ATALANTA SOSNOFF CAPITAL#1558 · 4,980 sh | 4,980 | $697.0K | 0.01% | 0.0% |
| 1559 | Palacios Wealth Management#1559 · 4,975 sh | 4,975 | $696.3K | 0.41% | -0.4% |
| 1560 | HOWARD FINANCIAL SERVICES, LTD.#1560 · 4,975 sh | 4,975 | $696.3K | — | +120.3% |
| 1561 | WHALEROCK POINT PARTNERS#1561 · 24,000 sh | 24,000 | $690.0K | 0.12% | 0.0% |
| 1562 | TritonPoint Partners#1562 · 4,926 sh | 4,926 | $689.4K | 0.06% | New |
| 1563 | OPINICUS CAPITAL#1563 · 4,925 sh | 4,925 | $689.3K | 0.37% | -23.0% |
| 1564 | Atlas Brown#1564 · 4,924 sh | 4,924 | $689.2K | — | -0.2% |
| 1565 | Faithward Advisors#1565 · 4,917 sh | 4,917 | $688.2K | 0.08% | New |
| 1566 | William B. Walkup & Associates#1566 · 4,907 sh | 4,907 | $686.8K | 0.33% | +14.5% |
| 1567 | Essex Savings Bank#1567 · 4,904 sh | 4,904 | $686.4K | — | +0.3% |
| 1568 | Carnegie Investment Counsel#1568 · 4,888 sh | 4,888 | $684.2K | — | -10.9% |
| 1569 | Tyche Wealth Partners#1569 · 4,884 sh | 4,884 | $683.6K | 0.10% | +21.8% |
| 1570 | NORTH STAR ASSET MANAGEMENT#1570 · 4,884 sh | 4,884 | $683.6K | 0.03% | +0.8% |
| 1571 | Collaborative Fund Advisors#1571 · 4,866 sh | 4,866 | $681.0K | 0.40% | New |
| 1572 | Forum Finance Group S.A.#1572 · 6,025 sh | 6,025 | $681.0K | 0.24% | +25.5% |
| 1573 | Advisory Alpha#1573 · 4,860 sh | 4,860 | $680.5K | 0.02% | +0.9% |
| 1574 | Gryphon Financial Partners#1574 · 4,858 sh | 4,858 | $680.0K | 0.06% | +3.3% |
| 1575 | Magnus Financial Group#1575 · 4,853 sh | 4,853 | $679.2K | — | +7.3% |
| 1576 | Flatrock Wealth Partners#1576 · 4,852 sh | 4,852 | $679.1K | 0.27% | +7.0% |
| 1577 | Cypress Capital Group#1577 · 4,845 sh | 4,845 | $678.1K | 0.06% | +6.6% |
| 1578 | ORRSTOWN FINANCIAL SERVICES#1578 · 4,845 sh | 4,845 | $678.1K | — | -7.4% |
| 1579 | TRB Wealth Management#1579 · 4,843 sh | 4,843 | $677.8K | 0.09% | 0.0% |
| 1580 | First Pacific Financial#1580 · 4,842 sh | 4,842 | $677.7K | — | +5877.8% |
| 1581 | McAdam#1581 · 4,840 sh | 4,840 | $677.5K | — | +10.5% |
| 1582 | Ballast#1582 · 4,822 sh | 4,822 | $674.9K | — | New |
| 1583 | Pines Wealth Management#1583 · 4,804 sh | 4,804 | $672.4K | — | +0.2% |
| 1584 | Forum Financial Management#1584 · 4,785 sh | 4,785 | $669.8K | — | +2.9% |
| 1585 | Alta Wealth Advisors#1585 · 4,784 sh | 4,784 | $669.6K | 0.18% | -1.5% |
| 1586 | Financial Engines Advisors L.L.C.#1586 · 4,773 sh | 4,773 | $668.0K | <0.01% | +2.4% |
| 1587 | NBT BANK N A#1587 · 4,738 sh | 4,738 | $663.1K | — | -8.6% |
| 1588 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1588 · 4,714 sh | 4,714 | $659.8K | 0.07% | -2.3% |
| 1589 | Sandro Wealth Management#1589 · 4,712 sh | 4,712 | $659.5K | 0.48% | +8.0% |
| 1590 | Core Capital Management & Research#1590 · 5,000 sh | 5,000 | $658.3K | 0.35% | — |
| 1591 | RICHARDSON FINANCIAL SERVICES#1591 · 4,701 sh | 4,701 | $658.0K | 0.37% | +40.7% |
| 1592 | Symphony Financial, Ltd.#1592 · 4,647 sh | 4,647 | $656.0K | — | +131.1% |
| 1593 | Pasadena Private Wealth#1593 · 4,687 sh | 4,687 | $656.0K | 0.08% | +25.5% |
| 1594 | Werba Rubin Papier Wealth Management#1594 · 4,684 sh | 4,684 | $655.6K | 0.08% | -2.4% |
| 1595 | COWA#1595 · 4,675 sh | 4,675 | $654.3K | 0.16% | 0.0% |
| 1596 | Regal Investment Advisors#1596 · 4,651 sh | 4,651 | $650.9K | 0.03% | -2.6% |
| 1597 | ONEFUND#1597 · 4,647 sh | 4,647 | $650.4K | 0.37% | -5.4% |
| 1598 | Ridgewood Investments#1598 · 4,644 sh | 4,644 | $649.9K | — | -8.5% |
| 1599 | Opal Wealth Advisors#1599 · 4,639 sh | 4,639 | $649.3K | — | -8.9% |
| 1600 | INCEPTIONR#1600 · 4,638 sh | 4,638 | $649.1K | 0.16% | -56.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.