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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,152
shares
|
$572,088
0.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,134
shares
|
$570,648
0.13% of portfolio
|
Q2 2022
Reduced 5.97%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,134
shares
|
$570,648
0.09% of portfolio
|
Q2 2024
Reduced 11.33%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
7,115
shares
|
$569,128
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
7,094
shares
|
$567,449
0.16% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
7,086
shares
|
$566,809
0.15% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,081
shares
|
$566,409
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,077
shares
|
$566,089
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,066
shares
|
$565,209
0.01% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
7,066
shares
|
$565,209
0.04% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,063
shares
|
$564,969
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,040
shares
|
$563,129
0.01% of portfolio
|
Q4 2023
Reduced 49.02%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
7,008
shares
|
$560,569
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,000
shares
|
$559,930
0.5% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,957
shares
|
$556,490
0.04% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,914
shares
|
$553,050
0.03% of portfolio
|
Q4 2022
Added 2.64%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,896
shares
|
$551,611
0.06% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
6,877
shares
|
$550,091
0.08% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
6,871
shares
|
$549,611
0.03% of portfolio
|
Q3 2024
Reduced 55.17%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
6,860
shares
|
$548,731
0.1% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,844
shares
|
$547,451
0.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
6,827
shares
|
$546,091
0.23% of portfolio
|
Q3 2024
Reduced 35.57%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
6,795
shares
|
$543,532
0.18% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
6,785
shares
|
$542,732
0.34% of portfolio
|
Q4 2023
Reduced 68.64%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,780
shares
|
$542,332
0.14% of portfolio
|
Q3 2024
Added 7.11%
|