Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,251 institutions that hold shares in the stock, with a total of 1.38 Billion shares, which have been reported (via 13F filing form) to have a value of $95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
2,833
shares
|
$194,853
0.08% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,827
shares
|
$194,441
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,816
shares
|
$193,684
0.12% of portfolio
|
Q4 2024
Added 49.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,777
shares
|
$191,002
0.1% of portfolio
|
Q2 2022
Reduced 18.97%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
2,751
shares
|
$189,213
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,748
shares
|
$189,007
0.11% of portfolio
|
Q4 2024
Added 77.52%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,719
shares
|
$187,012
0.04% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,700
shares
|
$185,706
0.01% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,692
shares
|
$185,155
0.01% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,625
shares
|
$180,547
0.02% of portfolio
|
Q1 2023
Reduced 4.51%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
2,615
shares
|
$179,859
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,584
shares
|
$177,727
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
2,557
shares
|
$175,870
0.02% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,553
shares
|
$175,595
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,513
shares
|
$172,844
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,485
shares
|
$170,918
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
2,468
shares
|
$169,749
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,417
shares
|
$166,241
0.01% of portfolio
|
Q4 2024
Added 62.54%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,341
shares
|
$161,013
0.04% of portfolio
|
Q4 2024
Added 64.74%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,281
shares
|
$156,887
0.03% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,264
shares
|
$155,717
0.01% of portfolio
|
Q4 2024
Reduced 31.66%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,177
shares
|
$149,734
0.0% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,160
shares
|
$148,564
0.11% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
2,157
shares
|
$148,358
0.0% of portfolio
|
Q4 2024
Reduced 99.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,093
shares
|
$143,956
0.01% of portfolio
|
Q4 2024
Added 6.19%
|