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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
6,221
shares
|
$497,617
0.07% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
6,209
shares
|
$496,657
0.1% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,207
shares
|
$496,497
0.09% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
6,195
shares
|
$495,538
0.05% of portfolio
|
Q3 2024
Added 93.59%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
6,175
shares
|
$493,938
0.12% of portfolio
|
Q3 2024
Added 38.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
6,161
shares
|
$492,818
0.01% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,149
shares
|
$491,858
0.05% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
6,149
shares
|
$491,858
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
6,142
shares
|
$491,298
0.02% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
6,127
shares
|
$490,098
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,115
shares
|
$489,138
0.03% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
6,113
shares
|
$488,978
0.14% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
6,110
shares
|
$488,738
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,082
shares
|
$486,499
0.02% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,077
shares
|
$486,099
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,012
shares
|
$480,899
0.05% of portfolio
|
Q3 2022
Reduced 5.87%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,009
shares
|
$480,659
0.02% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
5,992
shares
|
$479,300
0.01% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,985
shares
|
$478,740
0.16% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
5,970
shares
|
$477,540
0.11% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,949
shares
|
$475,860
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,944
shares
|
$475,460
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,942
shares
|
$475,300
0.08% of portfolio
|
Q4 2022
Reduced 4.78%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
5,934
shares
|
$474,660
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
5,927
shares
|
$474,100
0.24% of portfolio
|
Q2 2024
New holding
|