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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,000
shares
|
$478,700
0.01% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$478,700
0.15% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$478,700
0.07% of portfolio
|
Q2 2017
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,995
shares
|
$478,221
0.04% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
4,968
shares
|
$475,636
0.22% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,962
shares
|
$475,061
0.15% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
4,945
shares
|
$473,434
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,937
shares
|
$472,668
0.2% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,937
shares
|
$472,668
0.05% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,928
shares
|
$471,806
0.24% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
4,927
shares
|
$471,710
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
4,924
shares
|
$471,423
0.01% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
4,914
shares
|
$470,466
0.1% of portfolio
|
Q2 2025
Reduced 37.26%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,910
shares
|
$470,083
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
4,900
shares
|
$469,126
0.61% of portfolio
|
Q2 2025
Reduced 35.22%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
4,894
shares
|
$468,551
0.03% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,893
shares
|
$468,455
0.02% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,885
shares
|
$467,689
0.04% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
4,883
shares
|
$467,498
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,863
shares
|
$465,583
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
4,858
shares
|
$465,104
0.13% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,852
shares
|
$464,530
0.01% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,849
shares
|
$464,243
0.13% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
4,847
shares
|
$464,051
0.02% of portfolio
|
Q2 2025
Added 42.73%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
4,844
shares
|
$463,764
0.01% of portfolio
|
Q1 2025
Reduced 10.3%
|