Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,344 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
42,767
shares
|
$4.02 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
42,323
shares
|
$3.98 Million
1.73% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
42,313
shares
|
$3.98 Million
0.09% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
42,166
shares
|
$3.96 Million
0.05% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
41,946
shares
|
$3.94 Million
0.03% of portfolio
|
Q2 2025
Added 332.83%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
41,513
shares
|
$3.9 Million
0.07% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
41,425
shares
|
$3.89 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
41,404
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
41,372
shares
|
$3.89 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
41,244
shares
|
$3.88 Million
1.36% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
41,042
shares
|
$3.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
41,000
shares
|
$3.85 Million
0.36% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
40,772
shares
|
$3.83 Million
0.17% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
40,763
shares
|
$3.83 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Sonic Gp LLC
Honolulu, HI |
Feb 14, 2025 Q4 2024 |
40,740
shares
|
$3.83 Million
6.32% of portfolio
|
Q3 2024
Reduced 49.54%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
40,456
shares
|
$3.8 Million
2.9% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
40,323
shares
|
$3.79 Million
0.12% of portfolio
|
Q4 2022
Reduced 0.98%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
40,246
shares
|
$3.78 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
40,085
shares
|
$3.77 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
May 14, 2025 Q1 2025 |
40,000
shares
|
$3.76 Million
1.41% of portfolio
|
Q1 2025
Reduced 78.14%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
40,000
shares
|
$3.76 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
39,957
shares
|
$3.76 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
39,851
shares
|
$3.75 Million
0.21% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
39,783
shares
|
$3.74 Million
2.56% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
39,700
shares
|
$3.73 Million
0.7% of portfolio
|
Q1 2025
Added 3.11%
|