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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
11,464
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
11,457
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
11,415
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
11,407
shares
|
$1.09 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,402
shares
|
$1.09 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
11,251
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
11,232
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,112
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
11,077
shares
|
$1.06 Million
0.44% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
11,027
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 25.48%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
11,012
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
11,010
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 80.5%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
10,915
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,852
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 74.33%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
10,829
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,813
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
10,780
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
10,778
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,771
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 39.34%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
10,759
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
10,752
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,744
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
10,732
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,696
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,677
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.91%
|