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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,164
shares
|
$398,661
0.03% of portfolio
|
Q3 2022
Reduced 5.3%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
4,162
shares
|
$398,469
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
4,158
shares
|
$398,086
0.34% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,152
shares
|
$397,512
0.03% of portfolio
|
Q2 2023
Added 1.22%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,142
shares
|
$396,555
0.03% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
4,136
shares
|
$395,980
0.14% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,129
shares
|
$395,310
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
4,126
shares
|
$395,023
0.18% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
4,100
shares
|
$392,534
0.3% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
4,074
shares
|
$390,044
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
4,067
shares
|
$389,374
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,066
shares
|
$389,278
0.09% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
4,044
shares
|
$387,172
0.04% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
4,029
shares
|
$385,736
0.05% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
4,017
shares
|
$384,587
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
4,015
shares
|
$384,396
0.17% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,008
shares
|
$383,725
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,006
shares
|
$383,534
0.03% of portfolio
|
Q2 2024
Reduced 76.26%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$382,960
0.05% of portfolio
|
Q2 2022
Reduced 0.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,980
shares
|
$381,045
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,976
shares
|
$380,662
0.03% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,972
shares
|
$380,279
0.05% of portfolio
|
Q2 2023
Added 669.77%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
3,968
shares
|
$379,896
0.16% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
3,962
shares
|
$379,321
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,958
shares
|
$378,938
0.07% of portfolio
|
Q2 2025
Added 17.73%
|