Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,588 institutions that hold shares in the stock, with a total of 1.36 Billion shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
429
shares
|
$42,123
0.01% of portfolio
|
Q3 2023
Added 15.32%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
418
shares
|
$41,043
0.01% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
412
shares
|
$40,454
0.02% of portfolio
|
Q1 2025
Added 106.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
410
shares
|
$40,257
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
407
shares
|
$39,963
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
406
shares
|
$39,865
0.0% of portfolio
|
Q3 2025
Reduced 66.69%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
400
shares
|
$39,276
0.01% of portfolio
|
Q2 2025
Reduced 31.15%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
399
shares
|
$39,177
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
396
shares
|
$38,883
0.0% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
396
shares
|
$38,883
0.02% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
393
shares
|
$38,588
0.01% of portfolio
|
Q4 2025
Added 57.2%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
379
shares
|
$37,214
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
374
shares
|
$36,723
0.01% of portfolio
|
Q3 2025
Added 25.08%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
370
shares
|
$36,330
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
359
shares
|
$35,250
0.0% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
358
shares
|
$35,152
0.01% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
354
shares
|
$34,759
0.01% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
349
shares
|
$34,268
0.0% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
348
shares
|
$34,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
340
shares
|
$33,384
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
331
shares
|
$32,500
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
329
shares
|
$32,304
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
328
shares
|
$32,206
0.01% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
319
shares
|
$31,322
0.01% of portfolio
|
Q3 2025
Added 92.17%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
319
shares
|
$31,322
0.01% of portfolio
|
Q3 2025
Reduced 94.63%
|
|