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 |
|---|---|---|---|---|---|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
405
shares
|
$38,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
405
shares
|
$38,774
0.01% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
401
shares
|
$38,391
0.01% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
400
shares
|
$38,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
400
shares
|
$38,296
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
400
shares
|
$38,296
0.01% of portfolio
|
Q2 2025
Reduced 31.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
381
shares
|
$36,476
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
379
shares
|
$36,285
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
374
shares
|
$35,806
0.02% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
370
shares
|
$35,423
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
366
shares
|
$35,040
0.0% of portfolio
|
Q2 2025
Added 31.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
354
shares
|
$33,891
0.01% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
348
shares
|
$33,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
344
shares
|
$32,934
0.01% of portfolio
|
Q4 2022
Reduced 55.09%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
342
shares
|
$32,743
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
340
shares
|
$32,551
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
331
shares
|
$31,689
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
325
shares
|
$31,115
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
317
shares
|
$30,349
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Rokos Capital Management LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
312
shares
|
$29,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
309
shares
|
$29,583
0.01% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
304
shares
|
$29,104
0.01% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$28,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
300
shares
|
$28,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
299
shares
|
$28,626
0.01% of portfolio
|
Q2 2025
Added 9.12%
|