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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,168
shares
|
$303,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,143
shares
|
$300,910
0.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,129
shares
|
$299,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
3,128
shares
|
$299,474
0.1% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
3,126
shares
|
$299,283
0.08% of portfolio
|
Q2 2025
Reduced 67.81%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
3,121
shares
|
$298,804
0.17% of portfolio
|
Q2 2025
Reduced 56.11%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
3,120
shares
|
$298,708
0.08% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
3,117
shares
|
$298,421
0.04% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,115
shares
|
$298,230
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,114
shares
|
$298,134
0.07% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,100
shares
|
$296,794
0.13% of portfolio
|
Q2 2025
Reduced 30.02%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
3,077
shares
|
$294,591
0.14% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
3,076
shares
|
$294,496
0.02% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,070
shares
|
$293,921
0.04% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,064
shares
|
$293,347
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
3,050
shares
|
$292,007
0.17% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
3,046
shares
|
$291,624
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,045
shares
|
$291,528
0.02% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,041
shares
|
$291,145
0.08% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,034
shares
|
$290,475
0.26% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,034
shares
|
$290,475
0.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,023
shares
|
$289,422
0.04% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,005
shares
|
$287,698
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$287,220
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$287,220
0.19% of portfolio
|
Q2 2025
New holding
|