Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,048 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
40,932
shares
|
$3.27 Million
1.62% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sonic Gp LLC
Honolulu, HI |
Nov 14, 2024 Q3 2024 |
40,740
shares
|
$3.26 Million
5.83% of portfolio
|
Q3 2024
Reduced 49.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
40,372
shares
|
$3.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
40,323
shares
|
$3.23 Million
0.12% of portfolio
|
Q4 2022
Reduced 0.98%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
40,043
shares
|
$3.2 Million
0.9% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$3.2 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
39,919
shares
|
$3.19 Million
0.35% of portfolio
|
Q3 2024
Added 37.1%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
39,838
shares
|
$3.19 Million
1.35% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
39,730
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
39,641
shares
|
$3.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
39,635
shares
|
$3.17 Million
0.61% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
39,589
shares
|
$3.17 Million
0.05% of portfolio
|
Q3 2024
Added 114.16%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
39,585
shares
|
$3.17 Million
0.87% of portfolio
|
Q3 2024
Added 60.93%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
39,412
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
39,361
shares
|
$3.15 Million
0.25% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
39,298
shares
|
$3.14 Million
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
39,090
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
39,014
shares
|
$3.12 Million
0.44% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
38,858
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
38,532
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
38,502
shares
|
$3.08 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
38,413
shares
|
$3.07 Million
0.21% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
38,191
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
Added 432.58%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
38,154
shares
|
$3.05 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
37,972
shares
|
$3.04 Million
0.08% of portfolio
|
Q2 2024
Added 1.75%
|