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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$957
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$957
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
8
shares
|
$765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6
shares
|
$574
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6
shares
|
$574
0.0% of portfolio
|
Q3 2024
Reduced 97.46%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
5
shares
|
$478
0.0% of portfolio
|
Q4 2021
Reduced 99.68%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$382
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
3
shares
|
$287
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|