Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,367 institutions that hold shares in the stock, with a total of 1.41 Billion shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,108
shares
|
$106,079
0.04% of portfolio
|
Q1 2023
Reduced 0.89%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
1,100
shares
|
$105,314
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$105,314
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,095
shares
|
$104,835
0.01% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,095
shares
|
$104,835
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,046
shares
|
$100,144
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,043
shares
|
$99,856
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,019
shares
|
$97,559
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$95,740
0.04% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$95,740
0.05% of portfolio
|
Q4 2024
Reduced 92.74%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$95,740
0.03% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$95,740
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
998
shares
|
$95,548
0.04% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
991
shares
|
$94,878
0.06% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
983
shares
|
$94,112
0.0% of portfolio
|
Q2 2025
Reduced 40.68%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
954
shares
|
$91,335
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
941
shares
|
$90,091
0.05% of portfolio
|
Q2 2025
Added 602.24%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
935
shares
|
$89,516
0.01% of portfolio
|
Q2 2025
Added 3016.67%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
934
shares
|
$89,421
0.03% of portfolio
|
Q2 2025
Added 824.75%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
918
shares
|
$87,889
0.02% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
905
shares
|
$86,644
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
904
shares
|
$86,548
0.02% of portfolio
|
Q1 2025
Reduced 46.89%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
904
shares
|
$86,548
0.01% of portfolio
|
Q1 2025
Added 278.24%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
900
shares
|
$86,166
0.03% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
850
shares
|
$81,379
0.02% of portfolio
|
Q2 2025
Reduced 70.37%
|