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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
9,260
shares
|
$886,552
0.03% of portfolio
|
Q2 2025
Added 185.89%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
9,212
shares
|
$881,956
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,200
shares
|
$880,808
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
9,173
shares
|
$878,223
0.41% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
9,164
shares
|
$877,361
0.3% of portfolio
|
Q1 2024
Reduced 24.05%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
9,135
shares
|
$874,584
0.24% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
9,104
shares
|
$871,616
0.11% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
9,101
shares
|
$871,329
0.01% of portfolio
|
Q2 2025
Added 36.12%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
9,043
shares
|
$865,776
0.07% of portfolio
|
Q2 2025
Added 109.18%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
9,025
shares
|
$864,053
0.06% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
9,024
shares
|
$863,957
0.21% of portfolio
|
Q4 2023
Reduced 0.87%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,010
shares
|
$862,617
0.03% of portfolio
|
Q3 2022
Added 79.84%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
9,007
shares
|
$862,330
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
9,006
shares
|
$862,234
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,002
shares
|
$861,851
0.05% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
8,953
shares
|
$857,160
0.04% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
8,923
shares
|
$854,288
0.07% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
8,883
shares
|
$850,458
0.29% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
8,857
shares
|
$847,969
0.14% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
8,848
shares
|
$847,107
0.32% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
8,774
shares
|
$840,022
0.09% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
8,732
shares
|
$836,001
0.6% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
8,660
shares
|
$829,108
0.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,653
shares
|
$828,438
0.06% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,628
shares
|
$826,044
0.28% of portfolio
|
Q2 2025
New holding
|