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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,943
shares
|
$664,722
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
6,921
shares
|
$662,616
0.28% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,914
shares
|
$661,946
0.03% of portfolio
|
Q4 2022
Added 2.64%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
6,904
shares
|
$660,988
0.23% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,896
shares
|
$660,223
0.06% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,896
shares
|
$660,223
0.63% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
6,895
shares
|
$660,127
0.02% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
6,893
shares
|
$659,935
0.03% of portfolio
|
Q2 2025
Added 42.65%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
6,863
shares
|
$657,063
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
6,840
shares
|
$654,861
0.14% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
6,832
shares
|
$654,095
0.19% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
6,780
shares
|
$649,117
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
6,776
shares
|
$648,734
0.17% of portfolio
|
Q2 2025
Added 657.09%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,774
shares
|
$648,542
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
6,766
shares
|
$647,776
0.45% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,756
shares
|
$646,819
0.12% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,747
shares
|
$645,957
0.04% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
6,739
shares
|
$645,191
0.21% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,718
shares
|
$643,181
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
6,701
shares
|
$641,553
0.07% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
6,678
shares
|
$639,351
0.07% of portfolio
|
Q2 2025
Reduced 34.1%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,654
shares
|
$637,053
0.05% of portfolio
|
Q2 2025
Reduced 45.35%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
6,636
shares
|
$635,330
0.24% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
6,632
shares
|
$634,947
0.06% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
6,618
shares
|
$633,607
0.02% of portfolio
|
Q2 2025
Added 5.55%
|