Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,343 institutions that hold shares in the stock, with a total of 1.39 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
39,783
shares
|
$3.69 Million
2.56% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
39,700
shares
|
$3.68 Million
0.7% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
39,657
shares
|
$3.67 Million
0.07% of portfolio
|
Q1 2025
Added 126.94%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
39,641
shares
|
$3.67 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
39,479
shares
|
$3.66 Million
0.45% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
38,742
shares
|
$3.59 Million
0.16% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
38,566
shares
|
$3.57 Million
1.41% of portfolio
|
Q1 2025
Added 63.79%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
38,287
shares
|
$3.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
38,210
shares
|
$3.54 Million
0.89% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
37,953
shares
|
$3.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,696
shares
|
$3.49 Million
0.32% of portfolio
|
Q4 2022
Reduced 14.9%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
37,515
shares
|
$3.48 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.91%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
37,500
shares
|
$3.47 Million
1.36% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
37,498
shares
|
$3.47 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,426
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
37,155
shares
|
$3.44 Million
0.1% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
37,147
shares
|
$3.44 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
37,062
shares
|
$3.43 Million
0.31% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
37,047
shares
|
$3.43 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,021
shares
|
$3.43 Million
0.56% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,965
shares
|
$3.42 Million
0.24% of portfolio
|
Q1 2025
Added 80.51%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
36,663
shares
|
$3.4 Million
0.32% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
36,649
shares
|
$3.4 Million
0.52% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
36,639
shares
|
$3.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
36,630
shares
|
$3.39 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.67%
|