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 |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,172
shares
|
$782,387
0.19% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
8,141
shares
|
$779,419
0.17% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
8,136
shares
|
$778,940
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
8,129
shares
|
$778,270
0.14% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
8,096
shares
|
$775,111
0.28% of portfolio
|
Q2 2025
Added 644.12%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
8,071
shares
|
$772,717
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
8,070
shares
|
$772,621
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
8,066
shares
|
$772,238
0.33% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
8,066
shares
|
$772,238
0.07% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,004
shares
|
$766,302
0.52% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
7,995
shares
|
$765,441
0.02% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
7,987
shares
|
$764,675
0.02% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,947
shares
|
$760,845
0.14% of portfolio
|
Q2 2025
Added 33.38%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
7,943
shares
|
$760,462
0.64% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
7,932
shares
|
$759,409
0.09% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
7,871
shares
|
$753,569
0.33% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
7,850
shares
|
$751,559
0.4% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
7,850
shares
|
$751,559
0.15% of portfolio
|
Q2 2025
Added 40.63%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
7,842
shares
|
$750,793
0.04% of portfolio
|
Q2 2025
Reduced 65.71%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
7,842
shares
|
$750,793
0.01% of portfolio
|
Q2 2025
Added 51.57%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
7,815
shares
|
$748,208
0.39% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,802
shares
|
$746,963
0.37% of portfolio
|
Q2 2025
Reduced 98.83%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
7,792
shares
|
$746,006
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
7,791
shares
|
$745,910
0.59% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
7,790
shares
|
$745,814
0.04% of portfolio
|
Q2 2025
New holding
|