CITIGROUP INC (C) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#2001 · 2,253 sh | 2,253 | $315.3K | — | +10.3% |
| 2002 | Park Place Capital#2002 · 2,249 sh | 2,249 | $314.8K | 0.05% | +2.9% |
| 2003 | Black Diamond Financial#2003 · 2,245 sh | 2,245 | $314.2K | — | New |
| 2004 | Hardy Reed#2004 · 2,243 sh | 2,243 | $313.9K | 0.02% | New |
| 2005 | GDS Wealth Management#2005 · 2,233 sh | 2,233 | $312.5K | 0.01% | New |
| 2006 | Wealth Architects#2006 · 2,228 sh | 2,228 | $311.8K | 0.02% | -0.2% |
| 2007 | LEE DANNER & BASS#2007 · 2,227 sh | 2,227 | $311.6K | 0.02% | +0.6% |
| 2008 | Meramec Financial Planners#2008 · 2,339 sh | 2,339 | $311.3K | 0.11% | -6.9% |
| 2009 | First Command Advisory Services#2009 · 2,216 sh | 2,216 | $310.2K | <0.01% | +14.3% |
| 2010 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#2010 · 2,216 sh | 2,216 | $310.1K | — | +146.2% |
| 2011 | Retirement Planning Group#2011 · 2,216 sh | 2,216 | $310.1K | — | +15.7% |
| 2012 | Jaffetilchin Investment Partners#2012 · 2,204 sh | 2,204 | $308.5K | 0.02% | +1.3% |
| 2013 | WPG Advisers#2013 · 2,202 sh | 2,202 | $308.2K | 0.18% | +31.5% |
| 2014 | Strategic Investment Advisors / MI#2014 · 2,200 sh | 2,200 | $307.9K | 0.02% | +29.1% |
| 2015 | CTC Alternative Strategies, Ltd.#2015 · 2,200 sh | 2,200 | $307.9K | 0.44% | New |
| 2016 | PEDDOCK CAPITAL ADVISORS#2016 · 2,200 sh | 2,200 | $307.9K | — | 0.0% |
| 2017 | Single Point Partners#2017 · 2,200 sh | 2,200 | $307.9K | — | 0.0% |
| 2018 | NorthLanding Financial Partners#2018 · 2,193 sh | 2,193 | $306.9K | — | New |
| 2019 | EASTERN BANK#2019 · 2,190 sh | 2,190 | $306.5K | — | +12.9% |
| 2020 | Crusonia Wealth Advisors#2020 · 2,189 sh | 2,189 | $306.4K | — | +18.8% |
| 2021 | SevenBridge Financial Group#2021 · 2,268 sh | 2,268 | $306.2K | — | -5.2% |
| 2022 | 180 WEALTH ADVISORS#2022 · 2,186 sh | 2,186 | $306.0K | 0.03% | -3.4% |
| 2023 | Jacobsen Capital Management#2023 · 2,181 sh | 2,181 | $305.3K | — | -10.3% |
| 2024 | South Street Advisors#2024 · 2,180 sh | 2,180 | $305.1K | 0.04% | +1.4% |
| 2025 | Trilogy Capital#2025 · 2,178 sh | 2,178 | $304.8K | — | -0.4% |
| 2026 | Key Capital Management#2026 · 2,176 sh | 2,176 | $304.6K | 0.16% | -10.0% |
| 2027 | Zhang Financial#2027 · 2,172 sh | 2,172 | $304.0K | <0.01% | New |
| 2028 | KERR FINANCIAL PLANNING#2028 · 2,169 sh | 2,169 | $303.5K | 0.34% | +0.3% |
| 2029 | Joseph P. Lucia & Associates#2029 · 2,168 sh | 2,168 | $303.4K | 0.09% | +0.1% |
| 2030 | Fermata Advisors#2030 · 2,167 sh | 2,167 | $303.3K | — | New |
| 2031 | Crown Wealth Group#2031 · 2,166 sh | 2,166 | $303.2K | — | 0.0% |
| 2032 | WEDGEWOOD INVESTORS#2032 · 2,165 sh | 2,165 | $303.0K | 0.31% | 0.0% |
| 2033 | Wilkinson Global Asset Management#2033 · 2,164 sh | 2,164 | $302.9K | 0.02% | 0.0% |
| 2034 | Golden State Wealth Management#2034 · 2,162 sh | 2,162 | $302.6K | 0.03% | +3.4% |
| 2035 | Y.D. More Investments Ltd#2035 · 2,153 sh | 2,153 | $301.0K | <0.01% | +5.3% |
| 2036 | 5T Wealth#2036 · 2,145 sh | 2,145 | $300.2K | 0.11% | -0.3% |
| 2037 | CALTON & ASSOCIATES#2037 · 2,144 sh | 2,144 | $300.1K | 0.04% | -48.3% |
| 2038 | Entelevest#2038 · 2,143 sh | 2,143 | $299.9K | 0.26% | +3.2% |
| 2039 | August Group Capital Ltd#2039 · 2,140 sh | 2,140 | $299.5K | — | -3.5% |
| 2040 | FOUNDERS GROVE WEALTH PARTNERS#2040 · 2,138 sh | 2,138 | $299.2K | — | +5.2% |
| 2041 | Empire Financial Management Company#2041 · 2,131 sh | 2,131 | $298.4K | 0.12% | -7.1% |
| 2042 | Montz Harcus Wealth Management#2042 · 2,131 sh | 2,131 | $298.3K | — | +2.0% |
| 2043 | OAK HARBOR WEALTH PARTNERS#2043 · 2,129 sh | 2,129 | $298.0K | 0.11% | -23.4% |
| 2044 | Principle Wealth Partners#2044 · 2,126 sh | 2,126 | $297.6K | 0.01% | -13.5% |
| 2045 | PGIM Custom Harvest#2045 · 2,125 sh | 2,125 | $297.4K | <0.01% | +10.9% |
| 2046 | MOTIVE WEALTH ADVISORS#2046 · 2,123 sh | 2,123 | $297.1K | — | +9.4% |
| 2047 | Weil Company#2047 · 2,118 sh | 2,118 | $296.4K | — | 0.0% |
| 2048 | TCI Wealth Advisors#2048 · 2,112 sh | 2,112 | $295.6K | 0.01% | +0.1% |
| 2049 | Laidlaw Wealth Management#2049 · 2,110 sh | 2,110 | $295.3K | 0.84% | New |
| 2050 | Warwick Investment Management#2050 · 2,108 sh | 2,108 | $295.0K | — | +7.2% |
| 2051 | Pinnacle Bancorp#2051 · 2,105 sh | 2,105 | $294.6K | — | 0.0% |
| 2052 | Mathes Company#2052 · 2,100 sh | 2,100 | $294.0K | 0.09% | 0.0% |
| 2053 | ORLEANS CAPITAL MANAGEMENT#2053 · 2,097 sh | 2,097 | $293.5K | 0.15% | New |
| 2054 | Thompson David Blair#2054 · 2,092 sh | 2,092 | $292.8K | 0.15% | New |
| 2055 | Impact Capital Partners#2055 · 2,091 sh | 2,091 | $292.7K | — | +3.0% |
| 2056 | Legacy Advisors#2056 · 2,087 sh | 2,087 | $292.1K | — | New |
| 2057 | Octavia Wealth Advisors#2057 · 2,084 sh | 2,084 | $291.7K | 0.03% | -13.6% |
| 2058 | Hilltop#2058 · 2,084 sh | 2,084 | $291.6K | 0.02% | -69.7% |
| 2059 | W ADVISORS#2059 · 2,079 sh | 2,079 | $291.0K | 0.13% | 0.0% |
| 2060 | Baltimore-Washington Financial Advisors#2060 · 2,078 sh | 2,078 | $290.8K | 0.01% | +14.1% |
| 2061 | MITCHELL SINKLER & STARR#2061 · 2,075 sh | 2,075 | $290.4K | — | New |
| 2062 | Bright Futures Wealth Management#2062 · 2,071 sh | 2,071 | $289.9K | — | -1.6% |
| 2063 | FIRST NATIONAL#2063 · 2,070 sh | 2,070 | $289.7K | <0.01% | -89.2% |
| 2064 | ALLIUM FINANCIAL ADVISORS#2064 · 2,070 sh | 2,070 | $289.7K | 0.19% | -12.6% |
| 2065 | Ancora Advisors#2065 · 2,069 sh | 2,069 | $289.5K | <0.01% | -36.4% |
| 2066 | Heron Bay Capital Management#2066 · 2,068 sh | 2,068 | $289.4K | 0.03% | New |
| 2067 | Coquina Private Wealth#2067 · 2,068 sh | 2,068 | $289.4K | 0.20% | +0.5% |
| 2068 | Triumph Capital Management#2068 · 2,068 sh | 2,068 | $289.4K | — | +0.3% |
| 2069 | TL Private Wealth#2069 · 2,052 sh | 2,052 | $288.9K | — | 0.0% |
| 2070 | Van Hulzen Asset Management#2070 · 2,064 sh | 2,064 | $288.9K | 0.02% | -0.2% |
| 2071 | Legacy Wealth Advisors#2071 · 2,063 sh | 2,063 | $288.7K | 0.13% | New |
| 2072 | CRA Financial Services#2072 · 2,060 sh | 2,060 | $288.3K | — | +9.0% |
| 2073 | Legacy Edge Advisors#2073 · 2,057 sh | 2,057 | $287.9K | 0.03% | New |
| 2074 | Delta Investment Management#2074 · 2,056 sh | 2,056 | $287.7K | 0.05% | +8.0% |
| 2075 | Prestige Wealth Management Group#2075 · 2,054 sh | 2,054 | $287.5K | 0.05% | +2.5% |
| 2076 | Veery Capital#2076 · 2,050 sh | 2,050 | $286.9K | — | +0.7% |
| 2077 | Castle Rock Wealth Management#2077 · 2,044 sh | 2,044 | $286.4K | — | 0.0% |
| 2078 | FIRST WILSHIRE SECURITIES MANAGEMENT#2078 · 2,046 sh | 2,046 | $286.4K | 0.06% | -1.5% |
| 2079 | AVAII WEALTH MANAGEMENT#2079 · 2,045 sh | 2,045 | $286.2K | — | +0.5% |
| 2080 | Foster Group#2080 · 2,044 sh | 2,044 | $286.1K | — | +1.7% |
| 2081 | Chicago Capital#2081 · 2,041 sh | 2,041 | $285.7K | — | -2.9% |
| 2082 | Parkwoods Wealth Partners#2082 · 2,037 sh | 2,037 | $285.1K | 0.05% | -2.4% |
| 2083 | KNIGHTSBRIDGE ASSET MANAGEMENT#2083 · 2,441 sh | 2,441 | $284.8K | 0.04% | -16.4% |
| 2084 | WEST MICHIGAN ADVISORS#2084 · 2,509 sh | 2,509 | $284.5K | 0.06% | 0.0% |
| 2085 | Foguth Wealth Management#2085 · 2,207 sh | 2,207 | $284.1K | — | +0.1% |
| 2086 | AssuredPartners Investment Advisors#2086 · 2,028 sh | 2,028 | $283.8K | 0.03% | -8.0% |
| 2087 | Scott Capital Advisors#2087 · 2,026 sh | 2,026 | $283.6K | — | -0.3% |
| 2088 | Vista Private Wealth Partners.#2088 · 2,029 sh | 2,029 | $282.7K | — | +0.4% |
| 2089 | PHILLIPS FINANCIAL MANAGEMENT#2089 · 2,020 sh | 2,020 | $282.7K | — | +0.5% |
| 2090 | Lantern Wealth Advisors#2090 · 2,017 sh | 2,017 | $282.4K | — | -33.3% |
| 2091 | First Heartland Consultants#2091 · 2,016 sh | 2,016 | $282.1K | — | +10.0% |
| 2092 | Texas Yale Capital#2092 · 2,015 sh | 2,015 | $282.0K | <0.01% | +5.2% |
| 2093 | MEANS INVESTMENT#2093 · 2,014 sh | 2,014 | $281.9K | 0.02% | +6.4% |
| 2094 | Caldwell#2094 · 2,014 sh | 2,014 | $281.9K | 0.02% | -24.1% |
| 2095 | Keystone Financial Services#2095 · 2,011 sh | 2,011 | $281.4K | 0.07% | -13.0% |
| 2096 | MAINSAIL ASSET MANAGEMENT#2096 · 2,171 sh | 2,171 | $280.8K | — | New |
| 2097 | one8zero8#2097 · 2,002 sh | 2,002 | $280.2K | 0.06% | New |
| 2098 | Canvas Wealth Advisors#2098 · 2,000 sh | 2,000 | $280.0K | 0.04% | New |
| 2099 | Black Maple Capital Management#2099 · 2,000 sh | 2,000 | $279.9K | 0.16% | New |
| 2100 | Hoese & LLP#2100 · 2,000 sh | 2,000 | $279.9K | — | 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.