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 |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,532
shares
|
$242,413
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
2,522
shares
|
$241,456
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,521
shares
|
$241,360
0.11% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
2,515
shares
|
$240,786
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
2,514
shares
|
$240,690
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
2,513
shares
|
$240,594
0.03% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,512
shares
|
$240,498
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
2,507
shares
|
$240,020
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
2,497
shares
|
$239,062
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$234,563
0.34% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
2,450
shares
|
$234,563
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,446
shares
|
$234,180
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,443
shares
|
$233,892
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,439
shares
|
$233,509
0.07% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,432
shares
|
$232,839
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,425
shares
|
$232,169
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
2,422
shares
|
$231,882
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
2,420
shares
|
$231,690
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,385
shares
|
$228,339
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
2,379
shares
|
$227,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,369
shares
|
$226,808
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,368
shares
|
$226,712
0.12% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,360
shares
|
$225,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,359
shares
|
$225,850
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,352
shares
|
$225,180
0.02% of portfolio
|
Q2 2025
New holding
|