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 |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
16,034
shares
|
$1.54 Million
0.8% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
15,911
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2023
Reduced 4.82%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
15,900
shares
|
$1.52 Million
0.3% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
15,885
shares
|
$1.52 Million
1.07% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
15,872
shares
|
$1.52 Million
0.92% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
15,866
shares
|
$1.52 Million
0.19% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
15,839
shares
|
$1.52 Million
0.58% of portfolio
|
Q2 2025
Reduced 36.89%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
15,788
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
15,771
shares
|
$1.51 Million
0.95% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
15,770
shares
|
$1.51 Million
0.59% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
15,734
shares
|
$1.51 Million
0.32% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15,712
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
15,626
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 71.39%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
15,573
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,504
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
15,458
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
15,403
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,388
shares
|
$1.47 Million
0.65% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
15,387
shares
|
$1.47 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
15,356
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
15,331
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
15,322
shares
|
$1.47 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
15,287
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
15,246
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
15,214
shares
|
$1.46 Million
0.61% of portfolio
|
Q1 2025
New holding
|