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 |
|---|---|---|---|---|---|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
17,375
shares
|
$1.66 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
17,320
shares
|
$1.66 Million
1.25% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,255
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2022
Added 176.39%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
17,158
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
17,025
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,021
shares
|
$1.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
16,998
shares
|
$1.63 Million
0.15% of portfolio
|
Q2 2025
Reduced 87.73%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
16,982
shares
|
$1.63 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
16,907
shares
|
$1.62 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
16,900
shares
|
$1.62 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
16,888
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,875
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
16,781
shares
|
$1.61 Million
0.34% of portfolio
|
Q2 2025
Added 59.5%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
16,650
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
16,599
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
16,475
shares
|
$1.58 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
16,466
shares
|
$1.58 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
16,459
shares
|
$1.58 Million
0.58% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Aug 11, 2025 Q2 2025 |
16,433
shares
|
$1.57 Million
1.04% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
16,373
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2022
Added 40.54%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
16,346
shares
|
$1.56 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
16,290
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,206
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
16,151
shares
|
$1.55 Million
0.48% of portfolio
|
Q1 2024
Added 15.77%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
16,100
shares
|
$1.54 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.83%
|