CITIGROUP INC (C) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Paragon Private Wealth Management#1801 · 3,225 sh | 3,225 | $451.3K | — | +3.5% |
| 1802 | Berman McAleer#1802 · 3,221 sh | 3,221 | $450.8K | — | +4.1% |
| 1803 | Heritage Family Offices, LLP#1803 · 3,214 sh | 3,214 | $449.8K | 0.17% | +41.6% |
| 1804 | Pacific Excel Wealth Advisors#1804 · 3,214 sh | 3,214 | $449.8K | 0.17% | +66.3% |
| 1805 | Concentrum Wealth Management#1805 · 3,209 sh | 3,209 | $449.2K | 0.11% | +1.2% |
| 1806 | Plancorp#1806 · 3,187 sh | 3,187 | $448.4K | 0.01% | +1.2% |
| 1807 | E Fund Management (Hong Kong) , Ltd.#1807 · 3,202 sh | 3,202 | $448.2K | 0.15% | +2271.9% |
| 1808 | Optivise Advisory Services#1808 · 3,197 sh | 3,197 | $447.5K | — | +18.5% |
| 1809 | Winthrop Advisory Group#1809 · 3,184 sh | 3,184 | $445.6K | — | -15.0% |
| 1810 | Global Assets Advisory#1810 · 3,170 sh | 3,170 | $443.5K | 0.10% | +19.8% |
| 1811 | DECISION INVESTMENTS#1811 · 3,165 sh | 3,165 | $443.0K | — | -9.0% |
| 1812 | Connecticut Wealth Management#1812 · 3,160 sh | 3,160 | $442.2K | — | 0.0% |
| 1813 | TBH Global Asset Management#1813 · 3,149 sh | 3,149 | $440.7K | 0.08% | +1.0% |
| 1814 | HORIZON BANCORP#1814 · 3,135 sh | 3,135 | $439.0K | 0.21% | +18.9% |
| 1815 | SEEDS INVESTOR#1815 · 3,122 sh | 3,122 | $436.9K | 0.04% | +24.4% |
| 1816 | Core Alternative Capital#1816 · 3,119 sh | 3,119 | $436.5K | 0.13% | +17.5% |
| 1817 | Keudell/Morrison Wealth Management#1817 · 3,119 sh | 3,119 | $436.5K | — | -0.6% |
| 1818 | Forvis Mazars Wealth Advisors#1818 · 3,108 sh | 3,108 | $435.0K | — | +7.7% |
| 1819 | ASHTON THOMAS SECURITIES#1819 · 3,185 sh | 3,185 | $434.7K | — | +14.2% |
| 1820 | Alpha Family#1820 · 3,100 sh | 3,100 | $433.9K | 0.17% | 0.0% |
| 1821 | Saranac Partners Ltd#1821 · 3,100 sh | 3,100 | $433.9K | 0.13% | -7.3% |
| 1822 | All Terrain Financial Advisors#1822 · 3,098 sh | 3,098 | $433.6K | 0.07% | -1.0% |
| 1823 | Yoder Wealth Management#1823 · 3,082 sh | 3,082 | $431.4K | — | +1.0% |
| 1824 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#1824 · 3,078 sh | 3,078 | $430.8K | 0.11% | 0.0% |
| 1825 | McGlone Suttner Wealth Management#1825 · 3,054 sh | 3,054 | $427.5K | — | +0.1% |
| 1826 | True Wealth Design#1826 · 3,046 sh | 3,046 | $426.3K | — | +4.5% |
| 1827 | Valmark Advisers#1827 · 3,044 sh | 3,044 | $426.0K | <0.01% | -1.2% |
| 1828 | CLEAR WAVE WEALTH MANAGEMENT#1828 · 3,025 sh | 3,025 | $423.4K | 0.08% | +2.1% |
| 1829 | WealthPlan Investment Management#1829 · 3,015 sh | 3,015 | $422.0K | — | +12.1% |
| 1830 | Midwest#1830 · 3,015 sh | 3,015 | $422.0K | — | -2.7% |
| 1831 | XML Financial#1831 · 3,015 sh | 3,015 | $422.0K | 0.03% | 0.0% |
| 1832 | Blueshift Asset Management#1832 · 3,008 sh | 3,008 | $421.0K | 0.10% | New |
| 1833 | Security National Bank#1833 · 3,000 sh | 3,000 | $419.9K | — | -0.1% |
| 1834 | STEEL GROVE CAPITAL ADVISORS#1834 · 2,994 sh | 2,994 | $419.0K | — | -0.5% |
| 1835 | Rossby Financial, LCC#1835 · 2,989 sh | 2,989 | $418.3K | 0.08% | +14.7% |
| 1836 | Gratus Wealth Advisors#1836 · 2,988 sh | 2,988 | $418.1K | — | +0.1% |
| 1837 | WHITENER CAPITAL MANAGEMENT#1837 · 2,970 sh | 2,970 | $415.7K | — | -20.1% |
| 1838 | Operose Advisors#1838 · 2,968 sh | 2,968 | $415.4K | 0.08% | 0.0% |
| 1839 | Coyle Financial Counsel#1839 · 2,967 sh | 2,967 | $415.3K | 0.08% | +0.1% |
| 1840 | Fearless Solutions, dba Best Invest#1840 · 2,965 sh | 2,965 | $415.0K | — | 0.0% |
| 1841 | NBC SECURITIES#1841 · 2,964 sh | 2,964 | $414.9K | — | -0.4% |
| 1842 | Quarry#1842 · 2,961 sh | 2,961 | $414.4K | 0.03% | +22.0% |
| 1843 | Paulson Wealth Management#1843 · 2,959 sh | 2,959 | $414.1K | 0.09% | 0.0% |
| 1844 | Nemes Rush Group#1844 · 2,956 sh | 2,956 | $413.7K | 0.03% | +1.5% |
| 1845 | Towercrest Capital Management#1845 · 2,939 sh | 2,939 | $411.3K | — | 0.0% |
| 1846 | PFG Advisors#1846 · 2,938 sh | 2,938 | $411.2K | — | -12.7% |
| 1847 | Pavion Blue Capital#1847 · 2,936 sh | 2,936 | $410.9K | 0.17% | 0.0% |
| 1848 | Avail Investment Partners#1848 · 2,934 sh | 2,934 | $410.6K | — | +34.1% |
| 1849 | New Republic Capital#1849 · 2,909 sh | 2,909 | $407.1K | 0.09% | +31.5% |
| 1850 | Silvant Capital Management#1850 · 2,906 sh | 2,906 | $406.7K | 0.01% | 0.0% |
| 1851 | Apriem Advisors#1851 · 2,906 sh | 2,906 | $406.7K | 0.04% | +9.5% |
| 1852 | Northwest Bancshares#1852 · 2,890 sh | 2,890 | $404.5K | 0.07% | -2.8% |
| 1853 | Cheviot Value Management#1853 · 2,883 sh | 2,883 | $403.5K | 0.04% | 0.0% |
| 1854 | Astoria Portfolio Advisors#1854 · 2,882 sh | 2,882 | $403.4K | 0.07% | +64.0% |
| 1855 | DUNCKER STREETT#1855 · 2,881 sh | 2,881 | $403.2K | 0.07% | -0.8% |
| 1856 | RFG - Bristol Wealth Advisors#1856 · 2,879 sh | 2,879 | $402.9K | — | +0.5% |
| 1857 | DAVIS R M#1857 · 2,873 sh | 2,873 | $402.0K | <0.01% | -0.7% |
| 1858 | Voya Financial Advisors#1858 · 2,814 sh | 2,814 | $401.0K | 0.04% | -21.6% |
| 1859 | Corecam Pte. Ltd.#1859 · 2,858 sh | 2,858 | $400.1K | — | -11.2% |
| 1860 | Arcataur Capital Management#1860 · 2,854 sh | 2,854 | $399.4K | — | +7.1% |
| 1861 | Western Pacific Wealth Management#1861 · 2,844 sh | 2,844 | $398.0K | — | -6.3% |
| 1862 | Meridian Wealth Advisors#1862 · 2,840 sh | 2,840 | $397.5K | 0.05% | +11.0% |
| 1863 | SAX WEALTH ADVISORS#1863 · 3,504 sh | 3,504 | $397.3K | — | +11.3% |
| 1864 | TRUE Private Wealth Advisors#1864 · 2,833 sh | 2,833 | $396.5K | — | -3.3% |
| 1865 | MAGNOLIA CAPITAL ADVISORS#1865 · 2,833 sh | 2,833 | $396.5K | 0.07% | New |
| 1866 | WealthTrust Axiom#1866 · 2,831 sh | 2,831 | $396.2K | 0.09% | -1.8% |
| 1867 | Falcon Wealth Planning#1867 · 2,788 sh | 2,788 | $390.2K | 0.02% | -14.4% |
| 1868 | SEAMOUNT FINANCIAL GROUP#1868 · 2,783 sh | 2,783 | $389.5K | — | -37.9% |
| 1869 | ASPIRIANT#1869 · 2,770 sh | 2,770 | $387.7K | — | New |
| 1870 | Navis Wealth Advisors#1870 · 2,768 sh | 2,768 | $387.4K | 0.15% | -9.8% |
| 1871 | TIAA Wealth Investment Management#1871 · 2,766 sh | 2,766 | $387.4K | <0.01% | +23.0% |
| 1872 | JAG CAPITAL MANAGEMENT#1872 · 2,767 sh | 2,767 | $387.3K | 0.04% | -3.4% |
| 1873 | Wealth Quarterback#1873 · 2,764 sh | 2,764 | $386.8K | — | +2.7% |
| 1874 | ENTERPRISE FINANCIAL SERVICES#1874 · 2,761 sh | 2,761 | $386.4K | 0.16% | New |
| 1875 | Tempo Wealth#1875 · 2,758 sh | 2,758 | $386.1K | — | New |
| 1876 | Gateway Wealth Partners#1876 · 2,757 sh | 2,757 | $385.9K | 0.02% | -43.2% |
| 1877 | LeConte Wealth Management#1877 · 2,752 sh | 2,752 | $385.2K | — | +8.6% |
| 1878 | EdgeRock Capital#1878 · 2,752 sh | 2,752 | $385.2K | 0.09% | -1.0% |
| 1879 | Piedmont Capital Management#1879 · 2,751 sh | 2,751 | $385.0K | — | -2.0% |
| 1880 | MinichMacGregor Wealth Management#1880 · 2,749 sh | 2,749 | $384.8K | — | -11.0% |
| 1881 | SUMMIT WEALTH GROUP#1881 · 2,743 sh | 2,743 | $384.0K | 0.03% | +28.7% |
| 1882 | SEAVIEW INVESTMENT MANAGERS#1882 · 2,736 sh | 2,736 | $382.9K | 0.11% | +25.6% |
| 1883 | Peregrine Asset Advisers#1883 · 2,728 sh | 2,728 | $381.7K | 0.08% | 0.0% |
| 1884 | EJMK Ventures#1884 · 2,722 sh | 2,722 | $381.0K | — | +17.3% |
| 1885 | Resolute Wealth Strategies#1885 · 2,717 sh | 2,717 | $380.2K | 0.15% | +4.3% |
| 1886 | Stokes Family Office#1886 · 2,705 sh | 2,705 | $378.6K | 0.04% | -3.9% |
| 1887 | BlackDiamond Wealth Management#1887 · 2,793 sh | 2,793 | $377.7K | 0.15% | +17.7% |
| 1888 | LANGLEY WEALTH MANAGEMENT#1888 · 2,698 sh | 2,698 | $377.6K | 0.37% | — |
| 1889 | TRUSTCO BANK N Y#1889 · 2,694 sh | 2,694 | $377.1K | 0.28% | +22.8% |
| 1890 | Cottage Street Advisors#1890 · 2,688 sh | 2,688 | $376.6K | — | -2.3% |
| 1891 | Peoples Bank#1891 · 2,690 sh | 2,690 | $376.5K | — | -8.5% |
| 1892 | BEACON FINANCIAL GROUP#1892 · 2,685 sh | 2,685 | $375.7K | — | +14.5% |
| 1893 | Atala Financial#1893 · 2,682 sh | 2,682 | $375.4K | — | +0.8% |
| 1894 | Medallion Wealth Advisors#1894 · 2,676 sh | 2,676 | $374.8K | 0.12% | +8.1% |
| 1895 | Lighthouse Financial#1895 · 2,675 sh | 2,675 | $374.4K | — | 0.0% |
| 1896 | Vann Equity Management#1896 · 2,668 sh | 2,668 | $373.3K | — | -0.1% |
| 1897 | Alexander Randolph Advisory#1897 · 2,655 sh | 2,655 | $371.6K | 0.31% | -49.9% |
| 1898 | Sepio Capital#1898 · 2,650 sh | 2,650 | $370.9K | — | 0.0% |
| 1899 | VeraBank, N.A.#1899 · 2,642 sh | 2,642 | $369.8K | 0.06% | -12.5% |
| 1900 | ANCHOR CAPITAL ADVISORS#1900 · 2,640 sh | 2,640 | $369.5K | 0.01% | 0.0% |
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.