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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
4,831
shares
|
$462,519
0.0% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,827
shares
|
$462,136
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,804
shares
|
$459,934
0.08% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
4,796
shares
|
$459,169
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
4,794
shares
|
$458,977
0.21% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
4,786
shares
|
$458,211
0.01% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
4,782
shares
|
$457,828
0.08% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
4,774
shares
|
$457,062
0.24% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,750
shares
|
$454,765
0.09% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,736
shares
|
$453,424
0.09% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,729
shares
|
$452,754
0.15% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
4,722
shares
|
$452,084
0.17% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,705
shares
|
$450,456
0.12% of portfolio
|
Q2 2025
Reduced 46.11%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,700
shares
|
$449,978
0.22% of portfolio
|
Q2 2025
Added 82.52%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
4,697
shares
|
$449,690
0.02% of portfolio
|
Q2 2025
Reduced 64.03%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
4,696
shares
|
$449,595
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,686
shares
|
$448,637
0.21% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
4,680
shares
|
$448,063
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,670
shares
|
$447,105
0.07% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,643
shares
|
$444,520
0.1% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
4,618
shares
|
$442,127
0.03% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,603
shares
|
$440,691
0.18% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,585
shares
|
$438,967
0.16% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
4,575
shares
|
$438,010
0.01% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,567
shares
|
$437,244
0.17% of portfolio
|
Q2 2023
Reduced 14.22%
|