CITIGROUP INC (C) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 2,659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Shelter Rock Management#2301 · 1,462 sh | 1,462 | $204.6K | — | New |
| 2302 | DDFG#2302 · 1,460 sh | 1,460 | $204.3K | — | New |
| 2303 | PKS Advisory Services#2303 · 1,458 sh | 1,458 | $204.2K | — | New |
| 2304 | Nicholas Wealth#2304 · 1,459 sh | 1,459 | $204.2K | — | New |
| 2305 | LiftPoint Family Wealth Advisors#2305 · 1,459 sh | 1,459 | $204.2K | 0.14% | New |
| 2306 | NOVEM GROUP#2306 · 1,457 sh | 1,457 | $203.9K | — | New |
| 2307 | CogentBlue Wealth Advisors#2307 · 1,456 sh | 1,456 | $203.8K | — | New |
| 2308 | Marest Capital#2308 · 1,453 sh | 1,453 | $203.4K | — | New |
| 2309 | Birch Hill Investment Advisors#2309 · 1,450 sh | 1,450 | $202.9K | — | New |
| 2310 | HFG Advisors#2310 · 1,447 sh | 1,447 | $202.6K | 0.13% | New |
| 2311 | Mayfair Advisory Group#2311 · 1,532 sh | 1,532 | $202.6K | — | New |
| 2312 | Legacy Private#2312 · 1,447 sh | 1,447 | $202.5K | — | New |
| 2313 | Great Waters Wealth Management#2313 · 1,443 sh | 1,443 | $202.0K | — | New |
| 2314 | WealthPoint Financial#2314 · 1,438 sh | 1,438 | $201.3K | 0.15% | New |
| 2315 | J.E. Simmons & , P.C.#2315 · 1,435 sh | 1,435 | $200.8K | 0.11% | New |
| 2316 | Mountain Capital Investment Advisors#2316 · 1,433 sh | 1,433 | $200.5K | 0.03% | -18.3% |
| 2317 | GSG Advisors#2317 · 1,430 sh | 1,430 | $200.1K | 0.04% | New |
| 2318 | RNC CAPITAL MANAGEMENT#2318 · 1,429 sh | 1,429 | $200.0K | <0.01% | New |
| 2319 | Warburton Capital Management#2319 · 1,432 sh | 1,432 | $200.0K | 0.08% | New |
| 2320 | Crews Bank#2320 · 1,426 sh | 1,426 | $199.6K | 0.03% | -1.9% |
| 2321 | Millstone Evans Group#2321 · 1,418 sh | 1,418 | $198.5K | 0.11% | +1.1% |
| 2322 | LFA - Lugano Financial Advisors SA#2322 · 1,400 sh | 1,400 | $195.9K | 0.12% | 0.0% |
| 2323 | Anchor Bay Capital#2323 · 1,422 sh | 1,422 | $193.2K | 0.10% | — |
| 2324 | Caption Management#2324 · 1,369 sh | 1,369 | $191.6K | <0.01% | -19.5% |
| 2325 | MidFirst Bank#2325 · 1,355 sh | 1,355 | $189.6K | 0.01% | +57.2% |
| 2326 | PFS Partners#2326 · 1,341 sh | 1,341 | $187.7K | — | +1.5% |
| 2327 | OSTERWEIS CAPITAL MANAGEMENT#2327 · 1,314 sh | 1,314 | $183.9K | <0.01% | 0.0% |
| 2328 | CNB Bank#2328 · 1,312 sh | 1,312 | $183.6K | 0.07% | -0.2% |
| 2329 | SHP Wealth Management#2329 · 1,286 sh | 1,286 | $180.0K | 0.01% | -3.7% |
| 2330 | ARMSTRONG ADVISORY GROUP#2330 · 1,269 sh | 1,269 | $177.6K | — | +11.9% |
| 2331 | DT Investment Partners#2331 · 1,251 sh | 1,251 | $175.1K | — | 0.0% |
| 2332 | MONETARY MANAGEMENT GROUP#2332 · 1,250 sh | 1,250 | $174.9K | 0.04% | -9.1% |
| 2333 | Bruce G. Allen Investments#2333 · 1,240 sh | 1,240 | $173.6K | 0.11% | +13.1% |
| 2334 | Activest Wealth Management#2334 · 1,209 sh | 1,209 | $169.2K | — | -27.7% |
| 2335 | WELLINGTON-ALTUS USA#2335 · 1,481 sh | 1,481 | $168.0K | 0.12% | -23.7% |
| 2336 | AXS Investments#2336 · 1,198 sh | 1,198 | $167.7K | 0.05% | -19.5% |
| 2337 | Aviso Financial#2337 · 1,198 sh | 1,198 | $167.7K | <0.01% | +230.9% |
| 2338 | Markowski Investments#2338 · 1,198 sh | 1,198 | $167.6K | 0.04% | — |
| 2339 | Boreal Capital Management#2339 · 1,195 sh | 1,195 | $167.3K | 0.12% | 0.0% |
| 2340 | Investment Research & Advisory Group#2340 · 1,142 sh | 1,142 | $167.0K | — | +0.4% |
| 2341 | SOA Wealth Advisors#2341 · 1,192 sh | 1,192 | $166.9K | 0.03% | +0.1% |
| 2342 | SITTNER & NELSON#2342 · 1,188 sh | 1,188 | $166.3K | 0.05% | -6.5% |
| 2343 | MONTAG A & ASSOCIATES#2343 · 1,181 sh | 1,181 | $165.3K | <0.01% | 0.0% |
| 2344 | VALLEY WEALTH MANAGERS#2344 · 1,178 sh | 1,178 | $164.9K | — | 0.0% |
| 2345 | Aventura Private Wealth#2345 · 1,154 sh | 1,154 | $161.5K | 0.05% | +35.6% |
| 2346 | HAGER INVESTMENT MANAGEMENT SERVICES#2346 · 1,131 sh | 1,131 | $158.3K | 0.07% | -15.0% |
| 2347 | Private Wealth Asset Management#2347 · 1,113 sh | 1,113 | $155.8K | 0.01% | -34.3% |
| 2348 | Owl Creek Wealth Partners#2348 · 1,065 sh | 1,065 | $149.1K | — | +7.0% |
| 2349 | HARBOR CAPITAL ADVISORS#2349 · 1,051 sh | 1,051 | $147.0K | — | -7.7% |
| 2350 | Physician Wealth Advisors#2350 · 1,032 sh | 1,032 | $144.5K | — | +6.3% |
| 2351 | Bollard Group#2351 · 1,028 sh | 1,028 | $144.0K | <0.01% | -5.8% |
| 2352 | TOEWS#2352 · 1,019 sh | 1,019 | $142.6K | 0.02% | New |
| 2353 | RAMSEY QUANTITATIVE SYSTEMS#2353 · 1,000 sh | 1,000 | $140.0K | — | -50.0% |
| 2354 | VSM Wealth Advisory#2354 · 1,000 sh | 1,000 | $140.0K | 0.04% | 0.0% |
| 2355 | WEST PACES ADVISORS#2355 · 994 sh | 994 | $139.1K | — | New |
| 2356 | Bank of New Hampshire#2356 · 991 sh | 991 | $138.7K | — | +15.5% |
| 2357 | Westfuller Advisors#2357 · 989 sh | 989 | $138.4K | 0.05% | -30.0% |
| 2358 | Salomon & Ludwin#2358 · 986 sh | 986 | $138.2K | 0.01% | -1.1% |
| 2359 | Princeton Global Asset Management#2359 · 974 sh | 974 | $136.3K | — | +2.2% |
| 2360 | Kozak & Associates#2360 · 945 sh | 945 | $132.5K | 0.02% | +0.4% |
| 2361 | Pacifica Partners#2361 · 943 sh | 943 | $132.0K | — | 0.0% |
| 2362 | REAP Financial Group#2362 · 934 sh | 934 | $130.8K | 0.02% | -43.4% |
| 2363 | Cornerstone Planning Group#2363 · 988 sh | 988 | $130.7K | — | +0.2% |
| 2364 | Founders Capital Management#2364 · 900 sh | 900 | $126.0K | — | 0.0% |
| 2365 | Orion Capital Management#2365 · 887 sh | 887 | $124.2K | 0.04% | 0.0% |
| 2366 | Synergy Investment Management#2366 · 957 sh | 957 | $122.9K | 0.03% | +754.5% |
| 2367 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#2367 · 875 sh | 875 | $122.5K | 0.01% | New |
| 2368 | N.E.W. Advisory Services#2368 · 875 sh | 875 | $122.5K | <0.01% | +42.7% |
| 2369 | OGOREK ANTHONY JOSEPH /NY#2369 · 850 sh | 850 | $118.0K | 0.03% | -34.3% |
| 2370 | REYL & Cie S.A.#2370 · 998 sh | 998 | $112.9K | 0.13% | — |
| 2371 | Vermillion Wealth Management#2371 · 800 sh | 800 | $112.0K | — | -57.9% |
| 2372 | HOEY INVESTMENTS#2372 · 800 sh | 800 | $112.0K | 0.01% | 0.0% |
| 2373 | Central Pacific Bank - Division#2373 · 800 sh | 800 | $112.0K | — | 0.0% |
| 2374 | Jackson, Grant Investment Advisers#2374 · 794 sh | 794 | $111.1K | 0.03% | 0.0% |
| 2375 | ATLAS CAPITAL ADVISORS#2375 · 793 sh | 793 | $111.0K | 0.01% | +3.4% |
| 2376 | Quest 10 Wealth Builders#2376 · 772 sh | 772 | $108.0K | 0.08% | +0.5% |
| 2377 | SouthState Bank#2377 · 741 sh | 741 | $103.7K | <0.01% | +18.4% |
| 2378 | Smithfield#2378 · 735 sh | 735 | $103.0K | <0.01% | -1.6% |
| 2379 | POM Investment Strategies#2379 · 730 sh | 730 | $102.2K | — | -40.3% |
| 2380 | ST GERMAIN D J#2380 · 729 sh | 729 | $102.0K | <0.01% | 0.0% |
| 2381 | Global X Japan , Ltd.#2381 · 725 sh | 725 | $101.5K | — | -8.6% |
| 2382 | Hartford Financial Management#2382 · 721 sh | 721 | $100.9K | — | 0.0% |
| 2383 | Davis Asset Management, L.P.#2383 · 720 sh | 720 | $100.8K | <0.01% | 0.0% |
| 2384 | Front Row Advisors#2384 · 735 sh | 735 | $99.8K | 0.03% | 0.0% |
| 2385 | Joseph Group Capital Management#2385 · 713 sh | 713 | $99.8K | 0.02% | +13.0% |
| 2386 | Clearstead#2386 · 707 sh | 707 | $99.0K | 0.01% | 0.0% |
| 2387 | Cedar Mountain Advisors#2387 · 698 sh | 698 | $97.7K | — | +139.9% |
| 2388 | Smallwood Wealth Investment Management#2388 · 691 sh | 691 | $96.7K | 0.04% | +15.9% |
| 2389 | Jones Collombin Investment Counsel#2389 · 845 sh | 845 | $95.8K | 0.03% | 0.0% |
| 2390 | MARK SHEPTOFF FINANCIAL PLANNING#2390 · 680 sh | 680 | $95.2K | 0.05% | 0.0% |
| 2391 | Kemnay Advisory Services#2391 · 678 sh | 678 | $94.9K | 0.01% | +21.5% |
| 2392 | Financial Management Professionals#2392 · 662 sh | 662 | $92.6K | — | +15.1% |
| 2393 | Corsicana#2393 · 659 sh | 659 | $92.2K | 0.04% | 0.0% |
| 2394 | WEBSTER BANK, N. A.#2394 · 656 sh | 656 | $91.8K | <0.01% | +0.9% |
| 2395 | Signature Equity Partners#2395 · 637 sh | 637 | $89.1K | 0.04% | +106.1% |
| 2396 | Dogwood Wealth Management#2396 · 634 sh | 634 | $88.7K | 0.04% | +25.8% |
| 2397 | Private Wealth Management Group#2397 · 629 sh | 629 | $88.0K | — | 0.0% |
| 2398 | FIRST COMMUNITY NA#2398 · 625 sh | 625 | $87.5K | — | 0.0% |
| 2399 | FLAGSHIP WEALTH ADVISORS#2399 · 619 sh | 619 | $86.6K | 0.02% | +420.2% |
| 2400 | Cranbrook Wealth Management#2400 · 595 sh | 595 | $83.3K | 0.02% | 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.