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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
6,608
shares
|
$632,649
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
6,600
shares
|
$631,884
0.43% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,598
shares
|
$631,692
0.32% of portfolio
|
Q2 2025
Added 109.59%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
6,592
shares
|
$631,118
0.31% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
6,584
shares
|
$630,352
0.24% of portfolio
|
Q2 2025
Reduced 48.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,567
shares
|
$628,724
0.05% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,541
shares
|
$626,235
0.02% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,505
shares
|
$622,788
0.08% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
6,483
shares
|
$620,682
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
6,451
shares
|
$617,618
0.33% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,437
shares
|
$616,278
0.02% of portfolio
|
Q2 2025
Reduced 22.51%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
6,418
shares
|
$614,459
0.44% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,400
shares
|
$612,736
0.24% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
6,394
shares
|
$612,161
0.01% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
6,385
shares
|
$611,299
0.05% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
6,375
shares
|
$610,342
0.03% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
6,370
shares
|
$609,863
0.26% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,363
shares
|
$609,193
0.13% of portfolio
|
Q1 2024
Reduced 97.68%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
6,355
shares
|
$608,427
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
6,337
shares
|
$606,704
0.08% of portfolio
|
Q1 2025
Reduced 46.24%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,334
shares
|
$606,417
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
6,323
shares
|
$605,364
0.07% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
6,318
shares
|
$604,885
0.1% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
6,302
shares
|
$603,353
0.01% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,275
shares
|
$600,768
0.49% of portfolio
|
Q2 2025
Reduced 9.14%
|