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 |
|---|---|---|---|---|---|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,303
shares
|
$1.75 Million
0.84% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
18,276
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Added 401.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
18,268
shares
|
$1.75 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
18,263
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
18,239
shares
|
$1.75 Million
0.08% of portfolio
|
Q4 2022
Reduced 17.35%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
18,218
shares
|
$1.74 Million
0.47% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
18,190
shares
|
$1.74 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
18,157
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
18,125
shares
|
$1.74 Million
0.3% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
18,103
shares
|
$1.73 Million
0.83% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
17,948
shares
|
$1.72 Million
0.69% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
17,926
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,902
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
17,872
shares
|
$1.71 Million
0.31% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
17,853
shares
|
$1.71 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
17,851
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Added 122.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17,795
shares
|
$1.7 Million
0.1% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
17,793
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,739
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 70.12%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
17,719
shares
|
$1.7 Million
0.85% of portfolio
|
Q1 2022
Reduced 5.47%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
17,716
shares
|
$1.7 Million
0.17% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
17,653
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,582
shares
|
$1.68 Million
0.25% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
17,471
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
17,466
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.55%
|