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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,867
shares
|
$561,706
0.41% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,857
shares
|
$560,749
0.02% of portfolio
|
Q2 2025
Added 45.44%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,840
shares
|
$559,121
0.37% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,829
shares
|
$558,068
0.01% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
5,824
shares
|
$557,589
0.44% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
5,822
shares
|
$557,398
0.02% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
5,800
shares
|
$555,292
0.2% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
5,795
shares
|
$554,813
0.14% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,778
shares
|
$553,185
0.38% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5,773
shares
|
$552,707
0.06% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
5,757
shares
|
$551,175
0.05% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,749
shares
|
$550,409
0.09% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
5,748
shares
|
$550,313
0.19% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,740
shares
|
$549,547
0.03% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
5,739
shares
|
$549,451
0.01% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
5,737
shares
|
$549,260
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,705
shares
|
$546,196
0.02% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
5,700
shares
|
$545,718
0.02% of portfolio
|
Q2 2025
Added 39.02%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,697
shares
|
$545,430
0.07% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,678
shares
|
$543,611
0.01% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,675
shares
|
$543,324
0.4% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
5,672
shares
|
$543,037
0.07% of portfolio
|
Q2 2025
Added 48.99%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,632
shares
|
$539,207
0.05% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5,614
shares
|
$537,484
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,608
shares
|
$536,909
0.01% of portfolio
|
Q2 2025
Reduced 3.69%
|