CITIGROUP INC (C) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 2,659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | Beaird Harris Wealth Management#2401 · 594 sh | 594 | $83.1K | <0.01% | 0.0% |
| 2402 | James T. Borello RIA#2402 · 592 sh | 592 | $82.9K | — | +58.7% |
| 2403 | CITY HOLDING#2403 · 582 sh | 582 | $81.5K | — | 0.0% |
| 2404 | Fourth Dimension Wealth#2404 · 568 sh | 568 | $79.5K | 0.03% | +52.7% |
| 2405 | Addison Advisors#2405 · 563 sh | 563 | $78.8K | 0.04% | -62.8% |
| 2406 | CALDWELL SUTTER CAPITAL#2406 · 560 sh | 560 | $78.4K | 0.03% | 0.0% |
| 2407 | HAZLETT, BURT & WATSON#2407 · 565 sh | 565 | $78.0K | 0.02% | +28.4% |
| 2408 | HIGHLINE WEALTH PARTNERS#2408 · 553 sh | 553 | $77.4K | — | +26.8% |
| 2409 | GHP Investment Advisors#2409 · 549 sh | 549 | $76.8K | — | 0.0% |
| 2410 | Financial Perspectives#2410 · 546 sh | 546 | $76.4K | 0.02% | 0.0% |
| 2411 | Frazier Financial Advisors#2411 · 540 sh | 540 | $75.6K | 0.04% | -2.4% |
| 2412 | Trust Co#2412 · 534 sh | 534 | $74.7K | — | New |
| 2413 | Fairway Wealth#2413 · 528 sh | 528 | $73.9K | 0.02% | 0.0% |
| 2414 | AMERIFLEX GROUP#2414 · 522 sh | 522 | $73.1K | 0.03% | +59.6% |
| 2415 | Mascoma Wealth Management#2415 · 518 sh | 518 | $72.5K | — | +3.6% |
| 2416 | FIRST FINANCIAL#2416 · 513 sh | 513 | $71.8K | — | 0.0% |
| 2417 | Vanguard National#2417 · 512 sh | 512 | $71.7K | <0.01% | 0.0% |
| 2418 | MOTCO#2418 · 507 sh | 507 | $71.0K | <0.01% | +95.8% |
| 2419 | Truvestments Capital#2419 · 505 sh | 505 | $70.7K | 0.01% | -19.7% |
| 2420 | Financial Network Wealth Advisors#2420 · 504 sh | 504 | $70.5K | 0.07% | +1.0% |
| 2421 | Horrell Capital Management#2421 · 500 sh | 500 | $70.0K | — | 0.0% |
| 2422 | Downshift Financial#2422 · 497 sh | 497 | $69.6K | — | New |
| 2423 | Lodestone Wealth Management#2423 · 497 sh | 497 | $69.5K | — | +0.6% |
| 2424 | JPL Wealth Management#2424 · 488 sh | 488 | $68.3K | 0.01% | +8.9% |
| 2425 | Luminist Capital#2425 · 480 sh | 480 | $67.2K | 0.08% | New |
| 2426 | Hara Capital#2426 · 476 sh | 476 | $66.6K | 0.04% | 0.0% |
| 2427 | Bullock Wealth Management Group#2427 · 474 sh | 474 | $66.5K | — | 0.0% |
| 2428 | VAQUERO PRIVATE WEALTH, LTD#2428 · 474 sh | 474 | $66.3K | 0.01% | — |
| 2429 | Battery Global Advisors#2429 · 473 sh | 473 | $66.2K | 0.03% | +0.2% |
| 2430 | Catalyst Capital Advisors#2430 · 468 sh | 468 | $65.5K | <0.01% | -50.8% |
| 2431 | Capital Advisors, Ltd.#2431 · 467 sh | 467 | $65.0K | <0.01% | -15.2% |
| 2432 | Covestor Ltd#2432 · 454 sh | 454 | $64.0K | 0.04% | -9.7% |
| 2433 | Atlantic Edge Private Wealth Management#2433 · 449 sh | 449 | $62.8K | — | 0.0% |
| 2434 | Phillip James Consulting#2434 · 446 sh | 446 | $62.4K | 0.04% | 0.0% |
| 2435 | Robinswood Financial#2435 · 445 sh | 445 | $62.3K | — | New |
| 2436 | Coston, McIsaac & Partners#2436 · 444 sh | 444 | $62.0K | 0.01% | 0.0% |
| 2437 | DHJJ Financial Advisors, Ltd.#2437 · 440 sh | 440 | $61.6K | — | 0.0% |
| 2438 | Granite FO#2438 · 434 sh | 434 | $60.7K | — | 0.0% |
| 2439 | Heritage Wealth Advisors#2439 · 431 sh | 431 | $60.3K | <0.01% | +60.2% |
| 2440 | Strive Financial Group#2440 · 423 sh | 423 | $59.2K | 0.03% | 0.0% |
| 2441 | Piscataqua Savings Bank#2441 · 420 sh | 420 | $58.8K | — | +55.6% |
| 2442 | NORTHSTAR ASSET MANAGEMENT#2442 · 444 sh | 444 | $58.7K | — | New |
| 2443 | FINANCIAL CONSULATE#2443 · 418 sh | 418 | $58.6K | — | +128.4% |
| 2444 | Abound Wealth Management#2444 · 418 sh | 418 | $58.5K | — | -59.1% |
| 2445 | Washington Advisors#2445 · 414 sh | 414 | $57.9K | — | -31.5% |
| 2446 | Cornerstone Financial Management#2446 · 413 sh | 413 | $57.8K | 0.05% | +34.5% |
| 2447 | Accent Capital Management#2447 · 412 sh | 412 | $57.7K | 0.02% | New |
| 2448 | Godfrey Financial Associates#2448 · 407 sh | 407 | $56.9K | 0.04% | 0.0% |
| 2449 | Strategic Investment Solutions#2449 · 404 sh | 404 | $56.5K | 0.01% | +0.2% |
| 2450 | MTM Investment Management#2450 · 403 sh | 403 | $56.4K | 0.02% | 0.0% |
| 2451 | Avalon#2451 · 400 sh | 400 | $56.0K | <0.01% | -71.4% |
| 2452 | Hilton Head Capital Partners#2452 · 395 sh | 395 | $55.3K | — | 0.0% |
| 2453 | West Branch Capital#2453 · 390 sh | 390 | $54.6K | — | -0.5% |
| 2454 | RAFFA WEALTH MANAGEMENT#2454 · 389 sh | 389 | $54.4K | <0.01% | -0.8% |
| 2455 | GoalVest Advisory#2455 · 387 sh | 387 | $54.2K | — | +34.4% |
| 2456 | TOUNJIAN ADVISORY PARTNERS#2456 · 386 sh | 386 | $54.0K | 0.02% | -98.4% |
| 2457 | CONSULTIVA WEALTH MANAGEMENT#2457 · 379 sh | 379 | $53.0K | 0.12% | 0.0% |
| 2458 | ORG Wealth Partners#2458 · 375 sh | 375 | $52.6K | <0.01% | -1.8% |
| 2459 | Solstein Capital#2459 · 365 sh | 365 | $51.1K | 0.02% | 0.0% |
| 2460 | COUNTRY BANK#2460 · 364 sh | 364 | $50.9K | <0.01% | 0.0% |
| 2461 | Ares Financial Consulting#2461 · 364 sh | 364 | $50.9K | — | 0.0% |
| 2462 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2462 · 357 sh | 357 | $50.2K | — | 0.0% |
| 2463 | Dunhill Financial#2463 · 352 sh | 352 | $49.3K | 0.01% | -2.2% |
| 2464 | West Financial Advisors#2464 · 348 sh | 348 | $48.7K | — | 0.0% |
| 2465 | Kilter Group#2465 · 347 sh | 347 | $48.6K | 0.02% | -2.8% |
| 2466 | Indiana & Investment Management#2466 · 340 sh | 340 | $47.6K | — | 0.0% |
| 2467 | Arlington#2467 · 339 sh | 339 | $47.4K | — | +41.2% |
| 2468 | BOK Financial Private Wealth#2468 · 334 sh | 334 | $46.7K | <0.01% | +173.8% |
| 2469 | High Note Wealth#2469 · 333 sh | 333 | $46.6K | <0.01% | +9.5% |
| 2470 | MEEDER ASSET MANAGEMENT#2470 · 330 sh | 330 | $46.2K | <0.01% | +17.0% |
| 2471 | PlanVest Financial#2471 · 325 sh | 325 | $45.4K | 0.03% | +0.6% |
| 2472 | Atomic Invest#2472 · 317 sh | 317 | $45.2K | <0.01% | -16.1% |
| 2473 | Bare Financial Services#2473 · 323 sh | 323 | $45.2K | 0.01% | +44.8% |
| 2474 | Basepoint Wealth#2474 · 310 sh | 310 | $43.4K | 0.02% | +0.3% |
| 2475 | MH & ASSOCIATES SECURITIES MANAGEMENT#2475 · 301 sh | 301 | $42.2K | 0.04% | 0.0% |
| 2476 | Bravera Wealth#2476 · 301 sh | 301 | $42.1K | 0.02% | -0.3% |
| 2477 | Pingora Partners#2477 · 300 sh | 300 | $42.0K | 0.02% | -92.7% |
| 2478 | LOM Asset Management Ltd#2478 · 300 sh | 300 | $42.0K | 0.01% | 0.0% |
| 2479 | Mowery & Schoenfeld Wealth Management#2479 · 299 sh | 299 | $41.9K | 0.06% | 0.0% |
| 2480 | IMG Wealth Management#2480 · 294 sh | 294 | $41.1K | — | +20.5% |
| 2481 | HHM Wealth Advisors#2481 · 292 sh | 292 | $40.9K | <0.01% | +214.0% |
| 2482 | Rialto Wealth Management#2482 · 290 sh | 290 | $40.6K | <0.01% | +22.4% |
| 2483 | Marquette Asset Management#2483 · 289 sh | 289 | $40.4K | — | +4.3% |
| 2484 | Hughes Financial Services#2484 · 283 sh | 283 | $39.6K | <0.01% | +38.7% |
| 2485 | GILL CAPITAL PARTNERS#2485 · 280 sh | 280 | $39.2K | — | -61.4% |
| 2486 | BARRETT & COMPANY#2486 · 280 sh | 280 | $39.1K | — | 0.0% |
| 2487 | Virginia Estate & Retirement Planning Advisors#2487 · 276 sh | 276 | $38.6K | — | 0.0% |
| 2488 | NBH Bank#2488 · 267 sh | 267 | $37.4K | 0.02% | — |
| 2489 | Fulcrum Asset Management LLP#2489 · 262 sh | 262 | $37.3K | <0.01% | New |
| 2490 | TIAA , NATIONAL ASSOCIATION#2490 · 265 sh | 265 | $37.1K | <0.01% | -13.7% |
| 2491 | Sachetta#2491 · 263 sh | 263 | $36.8K | 0.02% | 0.0% |
| 2492 | 1620 INVESTMENT ADVISORS#2492 · 255 sh | 255 | $35.7K | 0.02% | +0.4% |
| 2493 | New England Capital Financial Advisors#2493 · 252 sh | 252 | $35.3K | <0.01% | 0.0% |
| 2494 | RICHARDS, MERRILL & PETERSON#2494 · 242 sh | 242 | $33.9K | — | +0.8% |
| 2495 | TD Capital Management#2495 · 240 sh | 240 | $33.6K | <0.01% | 0.0% |
| 2496 | Penserra Capital Management#2496 · 246 sh | 246 | $33.0K | <0.01% | +1.2% |
| 2497 | Valued Wealth Advisors#2497 · 231 sh | 231 | $32.4K | 0.01% | +11.6% |
| 2498 | Nova Wealth Management#2498 · 223 sh | 223 | $31.2K | 0.02% | +55.9% |
| 2499 | Colonial Advisors#2499 · 221 sh | 221 | $30.9K | <0.01% | 0.0% |
| 2500 | WOLFF WIESE MAGANA#2500 · 217 sh | 217 | $30.3K | — | +58.4% |
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.