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 |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,024
shares
|
$1.28 Million
0.6% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
15,966
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
15,960
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2024
Added 173.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,926
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
15,917
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 24.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
15,911
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2023
Reduced 4.82%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
15,772
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
15,765
shares
|
$1.26 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
15,760
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2023
Added 8.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,744
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,685
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 44.1%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
15,679
shares
|
$1.25 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
15,626
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Reduced 71.39%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,598
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,504
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
15,493
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,356
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2024
Added 154.53%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
15,353
shares
|
$1.23 Million
0.42% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
15,326
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
15,261
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
15,161
shares
|
$1.21 Million
0.78% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
15,073
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
15,025
shares
|
$1.2 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
14,842
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
14,792
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.77%
|