Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,048 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,966
shares
|
$237,250
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
2,960
shares
|
$236,770
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,945
shares
|
$235,570
0.03% of portfolio
|
Q3 2024
Added 406.88%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,944
shares
|
$235,490
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,930
shares
|
$234,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,927
shares
|
$234,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,920
shares
|
$233,570
0.07% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,919
shares
|
$233,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,906
shares
|
$232,450
0.01% of portfolio
|
Q1 2022
Added 21.79%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$227,971
0.06% of portfolio
|
Q3 2024
Added 52.49%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
2,833
shares
|
$226,611
0.08% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,827
shares
|
$226,131
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,780
shares
|
$222,372
0.06% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,777
shares
|
$222,132
0.1% of portfolio
|
Q2 2022
Reduced 18.97%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,653
shares
|
$212,213
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,625
shares
|
$209,973
0.01% of portfolio
|
Q1 2023
Reduced 4.51%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,605
shares
|
$208,373
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,600
shares
|
$207,974
0.07% of portfolio
|
Q3 2024
Reduced 78.15%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
2,576
shares
|
$206,054
0.03% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,563
shares
|
$205,014
0.02% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,557
shares
|
$204,534
0.02% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,341
shares
|
$187,256
0.04% of portfolio
|
Q4 2024
Added 64.74%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
2,281
shares
|
$182,457
0.02% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,278
shares
|
$182,217
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
2,235
shares
|
$178,777
0.09% of portfolio
|
Q2 2024
Added 2.29%
|