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 |
|---|---|---|---|---|---|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
3,334
shares
|
$319,197
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,332
shares
|
$319,005
0.06% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,322
shares
|
$318,048
0.05% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
3,321
shares
|
$317,952
0.13% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,319
shares
|
$317,761
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
3,315
shares
|
$317,378
0.75% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
3,312
shares
|
$317,090
0.17% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
3,307
shares
|
$316,612
0.06% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,300
shares
|
$315,942
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,299
shares
|
$315,846
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
3,294
shares
|
$315,367
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,290
shares
|
$314,984
0.05% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
3,287
shares
|
$314,697
0.01% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,287
shares
|
$314,697
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
3,274
shares
|
$313,452
0.1% of portfolio
|
Q2 2025
Reduced 31.13%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
3,249
shares
|
$311,059
0.09% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
3,246
shares
|
$310,772
0.24% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
3,230
shares
|
$309,240
0.28% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
3,225
shares
|
$308,761
0.05% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,218
shares
|
$308,091
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,211
shares
|
$307,421
0.01% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,210
shares
|
$307,325
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
3,206
shares
|
$306,942
0.06% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,196
shares
|
$305,985
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,182
shares
|
$304,644
0.05% of portfolio
|
Q4 2024
New holding
|