Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,407 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
22,386
shares
|
$2.14 Million
0.13% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
22,345
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
22,140
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
22,134
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
22,119
shares
|
$2.12 Million
1.4% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
22,072
shares
|
$2.11 Million
0.1% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
22,042
shares
|
$2.11 Million
0.15% of portfolio
|
Q2 2025
Added 138.03%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
22,032
shares
|
$2.11 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
21,944
shares
|
$2.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
21,877
shares
|
$2.09 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
21,776
shares
|
$2.08 Million
0.49% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
21,773
shares
|
$2.08 Million
1.53% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
21,749
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
21,722
shares
|
$2.08 Million
0.54% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
21,634
shares
|
$2.07 Million
0.35% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
21,561
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
21,549
shares
|
$2.06 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
21,452
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
21,338
shares
|
$2.04 Million
0.83% of portfolio
|
Q3 2023
Added 105.33%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,247
shares
|
$2.03 Million
0.31% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
21,229
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
21,165
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
20,962
shares
|
$2.01 Million
0.58% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
20,950
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 41.96%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
20,901
shares
|
$2 Million
0.14% of portfolio
|
Q2 2025
Added 9.56%
|