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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
5,230
shares
|
$418,347
0.12% of portfolio
|
Q3 2024
Added 46.75%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,229
shares
|
$418,267
0.11% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,200
shares
|
$415,948
0.02% of portfolio
|
Q2 2024
Reduced 38.82%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,175
shares
|
$413,948
0.03% of portfolio
|
Q3 2021
Added 17.74%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
5,173
shares
|
$413,788
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
5,167
shares
|
$413,308
0.01% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,146
shares
|
$411,628
0.02% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,134
shares
|
$410,668
0.02% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
5,121
shares
|
$409,628
0.07% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,100
shares
|
$407,949
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
5,091
shares
|
$407,229
0.05% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
5,081
shares
|
$406,429
0.01% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
5,080
shares
|
$406,349
0.03% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
5,058
shares
|
$404,589
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
5,045
shares
|
$403,549
0.1% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,042
shares
|
$403,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,033
shares
|
$402,589
0.17% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,032
shares
|
$402,509
0.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
5,018
shares
|
$401,389
0.19% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
5,011
shares
|
$400,829
0.32% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
5,006
shares
|
$400,429
0.1% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
5,000
shares
|
$399,950
0.13% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$399,950
0.05% of portfolio
|
Q2 2017
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,992
shares
|
$399,310
0.12% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,988
shares
|
$398,990
0.09% of portfolio
|
Q3 2024
Added 182.61%
|