Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,396 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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,704
shares
|
$354,620
0.02% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,704
shares
|
$354,620
0.1% of portfolio
|
Q2 2025
Added 201.38%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
3,704
shares
|
$354,620
0.16% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
3,695
shares
|
$353,759
0.08% of portfolio
|
Q3 2023
Reduced 39.92%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
3,657
shares
|
$350,121
0.32% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,652
shares
|
$349,642
0.05% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
3,644
shares
|
$348,876
0.1% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,639
shares
|
$348,397
0.16% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,638
shares
|
$348,302
0.02% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,638
shares
|
$348,302
0.11% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
3,638
shares
|
$348,302
0.35% of portfolio
|
Q2 2025
Reduced 57.82%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,615
shares
|
$346,100
0.01% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,613
shares
|
$345,908
0.08% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,612
shares
|
$345,812
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
3,606
shares
|
$345,238
0.04% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,605
shares
|
$345,142
0.09% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,602
shares
|
$344,855
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,591
shares
|
$343,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,589
shares
|
$343,610
0.02% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
3,587
shares
|
$343,419
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
3,586
shares
|
$343,323
0.06% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,584
shares
|
$343,132
0.09% of portfolio
|
Q4 2023
Added 20.11%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
3,556
shares
|
$340,451
0.18% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,554
shares
|
$340,259
0.05% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
3,548
shares
|
$339,685
0.06% of portfolio
|
Q1 2025
Added 24.53%
|