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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,956
shares
|
$378,747
0.02% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,955
shares
|
$378,651
0.07% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
3,940
shares
|
$377,215
0.09% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,931
shares
|
$376,353
0.01% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
3,908
shares
|
$374,151
0.08% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,896
shares
|
$373,003
0.05% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Albert D Mason Inc
|
Jul 29, 2025 Q2 2025 |
3,889
shares
|
$372,332
0.29% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,886
shares
|
$372,045
0.03% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,868
shares
|
$370,322
0.07% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
3,868
shares
|
$370,322
0.2% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
3,866
shares
|
$370,130
0.16% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,863
shares
|
$369,843
0.05% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,860
shares
|
$369,556
0.41% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,857
shares
|
$369,269
0.09% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
3,846
shares
|
$368,216
0.12% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,829
shares
|
$366,588
0.25% of portfolio
|
Q2 2025
Reduced 67.85%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,815
shares
|
$365,248
0.11% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,815
shares
|
$365,248
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,805
shares
|
$364,290
0.03% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
3,785
shares
|
$362,375
0.07% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
3,778
shares
|
$361,705
0.15% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,753
shares
|
$359,312
0.07% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
3,740
shares
|
$358,067
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
3,739
shares
|
$357,971
0.13% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,735
shares
|
$357,588
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|