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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
268
shares
|
$25,658
0.01% of portfolio
|
Q2 2025
Reduced 52.98%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
260
shares
|
$24,892
0.01% of portfolio
|
Q4 2024
Added 58.54%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
251
shares
|
$24,030
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
250
shares
|
$23,935
0.01% of portfolio
|
Q2 2025
Added 8233.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$23,935
0.01% of portfolio
|
Q3 2024
Reduced 56.75%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
250
shares
|
$23,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
246
shares
|
$23,552
0.0% of portfolio
|
Q2 2023
Reduced 44.22%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
245
shares
|
$23,456
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
233
shares
|
$22,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
226
shares
|
$21,637
0.01% of portfolio
|
Q2 2025
Added 1638.46%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
225
shares
|
$21,541
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
223
shares
|
$21,350
0.01% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
212
shares
|
$20,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
209
shares
|
$20,009
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
202
shares
|
$19,339
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
201
shares
|
$19,243
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
201
shares
|
$19,243
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$19,148
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
200
shares
|
$19,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
195
shares
|
$18,669
0.0% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
195
shares
|
$18,669
0.01% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
194
shares
|
$18,573
0.0% of portfolio
|
Q3 2022
Reduced 27.07%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
187
shares
|
$17,903
0.0% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
185
shares
|
$17,711
0.0% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
183
shares
|
$17,520
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|