CITIGROUP INC (C) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Montis Financial#2201 · 1,701 sh | 1,701 | $238.0K | 0.05% | New |
| 2202 | TSFG#2202 · 1,701 sh | 1,701 | $238.0K | — | +4.9% |
| 2203 | Highview Capital Management#2203 · 1,700 sh | 1,700 | $237.9K | 0.07% | New |
| 2204 | Cane Capital Partners#2204 · 1,700 sh | 1,700 | $237.9K | — | -21.7% |
| 2205 | Pinnacle Wealth Management Group#2205 · 1,699 sh | 1,699 | $237.8K | — | New |
| 2206 | CASTLE WEALTH MANAGEMENT#2206 · 1,695 sh | 1,695 | $237.2K | 0.07% | New |
| 2207 | Granite Harbor Advisors#2207 · 1,695 sh | 1,695 | $237.2K | 0.09% | -6.7% |
| 2208 | Steigerwald, Gordon & Koch#2208 · 1,694 sh | 1,694 | $237.1K | 0.02% | 0.0% |
| 2209 | FDx Advisors#2209 · 1,693 sh | 1,693 | $237.0K | 0.07% | -22.1% |
| 2210 | OneAscent Family Office#2210 · 1,691 sh | 1,691 | $236.7K | 0.12% | New |
| 2211 | BAYBAN#2211 · 1,691 sh | 1,691 | $236.7K | 0.18% | +2.4% |
| 2212 | Global Wealth Management Investment Advisory#2212 · 1,684 sh | 1,684 | $235.7K | 0.03% | -6.1% |
| 2213 | BankChampaign, National Association#2213 · 1,679 sh | 1,679 | $235.0K | — | New |
| 2214 | Brookwood Investment Group#2214 · 1,670 sh | 1,670 | $233.7K | 0.03% | -27.4% |
| 2215 | Destiny Wealth Partners#2215 · 1,763 sh | 1,763 | $233.5K | 0.03% | +22.7% |
| 2216 | Peachtree Investment Partners#2216 · 1,668 sh | 1,668 | $233.4K | 0.07% | New |
| 2217 | LEE JOHNSON CAPITAL MANAGEMENT#2217 · 1,660 sh | 1,660 | $232.3K | 0.07% | New |
| 2218 | SMITH CHAS P & ASSOCIATES PA CPAS#2218 · 1,659 sh | 1,659 | $232.3K | — | New |
| 2219 | Hamilton Point Investment Advisors#2219 · 1,658 sh | 1,658 | $232.1K | 0.03% | New |
| 2220 | Tudor Financial#2220 · 1,658 sh | 1,658 | $232.1K | 0.10% | New |
| 2221 | CRAWFORD INVESTMENT COUNSEL#2221 · 1,655 sh | 1,655 | $231.6K | <0.01% | New |
| 2222 | One Charles Private Wealth Services#2222 · 1,653 sh | 1,653 | $231.3K | 0.05% | New |
| 2223 | AA Financial Advisors#2223 · 1,652 sh | 1,652 | $231.2K | — | New |
| 2224 | MARIPAU WEALTH MANAGEMENT#2224 · 1,646 sh | 1,646 | $230.4K | 0.08% | New |
| 2225 | Benchmark Financial Wealth Advisors#2225 · 1,645 sh | 1,645 | $230.2K | — | New |
| 2226 | SONATA CAPITAL GROUP#2226 · 1,644 sh | 1,644 | $230.1K | — | New |
| 2227 | Gemmer Asset Management#2227 · 1,643 sh | 1,643 | $230.0K | — | New |
| 2228 | AUA CAPITAL MANAGEMENT#2228 · 1,642 sh | 1,642 | $229.8K | — | New |
| 2229 | AMERICAN NATIONAL BANK#2229 · 1,640 sh | 1,640 | $229.5K | — | 0.0% |
| 2230 | Newbridge Financial Services Group#2230 · 1,640 sh | 1,640 | $229.5K | — | +673.6% |
| 2231 | GW&K Investment Management#2231 · 1,637 sh | 1,637 | $229.0K | <0.01% | +4.6% |
| 2232 | Cedarwood Wealth#2232 · 1,636 sh | 1,636 | $229.0K | 0.17% | New |
| 2233 | Safeguard Investment Advisory Group#2233 · 1,634 sh | 1,634 | $228.6K | 0.05% | New |
| 2234 | Verum Partners#2234 · 1,631 sh | 1,631 | $228.2K | — | New |
| 2235 | Arkfeld Wealth Strategies, L.L.C.#2235 · 1,585 sh | 1,585 | $228.1K | — | -7.9% |
| 2236 | WFA of San Diego#2236 · 1,630 sh | 1,630 | $226.1K | 0.19% | 0.0% |
| 2237 | GENESIS PRIVATE WEALTH#2237 · 1,615 sh | 1,615 | $226.0K | 0.06% | -19.9% |
| 2238 | Petix & Botte#2238 · 1,612 sh | 1,612 | $225.6K | 0.05% | New |
| 2239 | Fulcrum Equity Management#2239 · 1,611 sh | 1,611 | $225.5K | — | New |
| 2240 | Wills Financial Group#2240 · 1,611 sh | 1,611 | $225.5K | 0.08% | -0.6% |
| 2241 | Realta Investment Advisors#2241 · 1,605 sh | 1,605 | $224.6K | — | -64.7% |
| 2242 | Providence First#2242 · 1,599 sh | 1,599 | $223.8K | 0.06% | New |
| 2243 | Weinberger Asset Management#2243 · 1,688 sh | 1,688 | $223.6K | 0.07% | New |
| 2244 | Philip James Wealth Mangement#2244 · 1,597 sh | 1,597 | $223.6K | 0.03% | -37.2% |
| 2245 | SilverOak Wealth Management#2245 · 1,596 sh | 1,596 | $223.4K | 0.03% | New |
| 2246 | Rose Capital Advisors#2246 · 1,596 sh | 1,596 | $223.3K | 0.11% | — |
| 2247 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#2247 · 1,592 sh | 1,592 | $223.0K | — | New |
| 2248 | Lazard Freres Gestion S.A.S.#2248 · 1,600 sh | 1,600 | $223.0K | <0.01% | New |
| 2249 | Olympiad Research#2249 · 1,588 sh | 1,588 | $222.3K | 0.46% | New |
| 2250 | Hobart Private Capital#2250 · 1,587 sh | 1,587 | $222.1K | — | New |
| 2251 | SkyOak Wealth#2251 · 1,585 sh | 1,585 | $221.8K | 0.04% | -11.2% |
| 2252 | Cornerstone Advisory#2252 · 1,583 sh | 1,583 | $221.6K | 0.02% | New |
| 2253 | KEYNOTE FINANCIAL SERVICES#2253 · 1,581 sh | 1,581 | $221.3K | 0.10% | New |
| 2254 | COMPASS CAPITAL /MA#2254 · 1,597 sh | 1,597 | $221.2K | 0.07% | New |
| 2255 | United Advisor Group#2255 · 1,567 sh | 1,567 | $219.3K | 0.02% | New |
| 2256 | GERMAN AMERICAN BANCORP#2256 · 1,565 sh | 1,565 | $219.0K | 0.02% | New |
| 2257 | Gallacher Capital Management#2257 · 1,564 sh | 1,564 | $219.0K | 0.12% | -32.9% |
| 2258 | PEOPLES FINANCIAL SERVICES#2258 · 1,564 sh | 1,564 | $218.9K | — | -3.3% |
| 2259 | Mission Financial Group#2259 · 1,563 sh | 1,563 | $218.8K | — | — |
| 2260 | Fieldview Capital Management#2260 · 1,563 sh | 1,563 | $218.8K | 0.06% | -86.2% |
| 2261 | EADS & HEALD WEALTH MANAGEMENT#2261 · 1,560 sh | 1,560 | $218.3K | 0.11% | New |
| 2262 | Aspen Grove Capital#2262 · 1,553 sh | 1,553 | $217.4K | 0.03% | New |
| 2263 | SRH ADVISORS#2263 · 1,550 sh | 1,550 | $216.9K | — | 0.0% |
| 2264 | ZRC WEALTH MANAGEMENT#2264 · 1,550 sh | 1,550 | $216.9K | — | +29.4% |
| 2265 | Investment Insight Wealth Management#2265 · 1,546 sh | 1,546 | $216.3K | 0.19% | New |
| 2266 | WELCH & FORBES#2266 · 1,541 sh | 1,541 | $215.7K | <0.01% | New |
| 2267 | Journey Advisory Group#2267 · 1,541 sh | 1,541 | $215.7K | 0.02% | New |
| 2268 | INTEGRAL INVESTMENT ADVISORS#2268 · 1,541 sh | 1,541 | $215.7K | 0.05% | New |
| 2269 | StoryOne#2269 · 1,541 sh | 1,541 | $215.7K | — | New |
| 2270 | FISHMAN JAY A LTD#2270 · 1,533 sh | 1,533 | $214.6K | — | New |
| 2271 | FCG Investment#2271 · 1,531 sh | 1,531 | $214.3K | — | -33.0% |
| 2272 | MIRABELLA FINANCIAL SERVICES LLP#2272 · 1,528 sh | 1,528 | $213.9K | 0.02% | -29.6% |
| 2273 | Aletheian Wealth Advisors#2273 · 1,526 sh | 1,526 | $213.6K | — | New |
| 2274 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#2274 · 1,518 sh | 1,518 | $212.5K | — | New |
| 2275 | Old Port Advisors#2275 · 1,518 sh | 1,518 | $212.5K | — | New |
| 2276 | Rinkey Investments#2276 · 1,517 sh | 1,517 | $212.3K | 0.05% | New |
| 2277 | Old Mission Investment#2277 · 1,516 sh | 1,516 | $212.1K | — | New |
| 2278 | Van Diest Capital#2278 · 1,515 sh | 1,515 | $212.1K | 0.19% | -56.5% |
| 2279 | SMITH, MOORE#2279 · 1,512 sh | 1,512 | $211.7K | 0.01% | New |
| 2280 | Requisite Capital Management#2280 · 1,504 sh | 1,504 | $210.5K | 0.03% | New |
| 2281 | Millennium Capital Advisors#2281 · 1,501 sh | 1,501 | $210.2K | — | New |
| 2282 | CKW FINANCIAL GROUP#2282 · 1,500 sh | 1,500 | $210.0K | 0.02% | 0.0% |
| 2283 | Westhampton Capital#2283 · 1,500 sh | 1,500 | $209.9K | 0.09% | New |
| 2284 | Alan B. Lancz & Associates#2284 · 1,500 sh | 1,500 | $209.9K | 0.18% | New |
| 2285 | SHUFRO ROSE#2285 · 1,497 sh | 1,497 | $209.5K | 0.01% | New |
| 2286 | Hidden Cove Wealth Management#2286 · 1,496 sh | 1,496 | $209.4K | — | New |
| 2287 | Maia Wealth#2287 · 1,492 sh | 1,492 | $208.8K | — | New |
| 2288 | Sherman Asset Management#2288 · 1,482 sh | 1,482 | $207.4K | 0.16% | 0.0% |
| 2289 | Bell Investment Advisors#2289 · 1,479 sh | 1,479 | $207.0K | 0.03% | +8.3% |
| 2290 | Baring Financial#2290 · 1,478 sh | 1,478 | $206.9K | — | New |
| 2291 | GreatBanc#2291 · 1,477 sh | 1,477 | $206.7K | 0.13% | New |
| 2292 | 1900 WEALTH MANAGEMENT#2292 · 1,476 sh | 1,476 | $206.6K | — | New |
| 2293 | Eagle Wealth Advisors#2293 · 1,476 sh | 1,476 | $206.6K | — | New |
| 2294 | ARS Wealth Advisors Group#2294 · 1,475 sh | 1,475 | $206.4K | — | New |
| 2295 | VISTA CAPITAL PARTNERS#2295 · 1,471 sh | 1,471 | $205.9K | 0.02% | New |
| 2296 | 1ST SOURCE BANK#2296 · 1,469 sh | 1,469 | $205.6K | <0.01% | New |
| 2297 | Hanson & Doremus Investment Management#2297 · 1,468 sh | 1,468 | $205.0K | — | +15.8% |
| 2298 | Ackerman Capital Advisors#2298 · 1,464 sh | 1,464 | $204.9K | 0.04% | New |
| 2299 | TI#2299 · 1,462 sh | 1,462 | $204.6K | — | New |
| 2300 | FORM Wealth Advisors#2300 · 1,462 sh | 1,462 | $204.6K | — | New |
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.