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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,327
shares
|
$510,006
0.05% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
5,324
shares
|
$509,719
0.16% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
5,257
shares
|
$503,305
0.06% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
5,256
shares
|
$503,209
0.08% of portfolio
|
Q2 2025
Reduced 77.63%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,251
shares
|
$502,730
0.15% of portfolio
|
Q4 2023
Reduced 21.13%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,237
shares
|
$501,390
0.1% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
5,234
shares
|
$501,103
0.24% of portfolio
|
Q2 2025
Added 61.84%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
5,226
shares
|
$500,337
0.09% of portfolio
|
Q2 2025
Added 75.43%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,218
shares
|
$499,571
0.08% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,206
shares
|
$498,422
0.01% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,175
shares
|
$495,454
0.03% of portfolio
|
Q3 2021
Added 17.74%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
5,161
shares
|
$494,114
0.18% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
5,156
shares
|
$493,635
0.1% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
5,146
shares
|
$492,678
0.19% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,146
shares
|
$492,678
0.02% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,123
shares
|
$490,476
0.03% of portfolio
|
Q2 2025
Reduced 46.32%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
5,116
shares
|
$489,805
0.04% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
5,111
shares
|
$489,327
0.0% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
5,078
shares
|
$486,167
0.06% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,070
shares
|
$485,401
0.01% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,057
shares
|
$484,157
0.12% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
5,055
shares
|
$483,965
0.37% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
5,030
shares
|
$481,572
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,026
shares
|
$481,189
0.28% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,006
shares
|
$479,274
0.16% of portfolio
|
Q2 2024
Reduced 2.91%
|