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 |
|---|---|---|---|---|---|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
100
shares
|
$9,574
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$9,574
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$9,574
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
99
shares
|
$9,478
0.0% of portfolio
|
Q2 2025
Reduced 41.42%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
97
shares
|
$9,286
0.0% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
97
shares
|
$9,286
0.01% of portfolio
|
Q2 2025
Added 38.57%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
96
shares
|
$9,191
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
95
shares
|
$9,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
95
shares
|
$9,095
0.01% of portfolio
|
Q1 2025
Added 90.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
95
shares
|
$9,095
0.01% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
93
shares
|
$8,903
0.0% of portfolio
|
Q2 2025
Added 210.0%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
86
shares
|
$8,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
82
shares
|
$7,850
0.0% of portfolio
|
Q1 2025
Reduced 55.91%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
77
shares
|
$7,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
75
shares
|
$7,180
0.0% of portfolio
|
Q3 2023
Reduced 26.47%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
74
shares
|
$7,084
0.0% of portfolio
|
Q2 2024
Added 311.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
73
shares
|
$6,989
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
69
shares
|
$6,606
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
69
shares
|
$6,606
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$6,606
0.0% of portfolio
|
Q2 2024
Reduced 43.44%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
67
shares
|
$6,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
67
shares
|
$6,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
67
shares
|
$6,414
0.0% of portfolio
|
Q2 2025
New holding
|