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 1.39 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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
30,257
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
30,239
shares
|
$2.88 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
30,126
shares
|
$2.87 Million
1.18% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
30,050
shares
|
$2.87 Million
0.42% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Advent Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
30,000
shares
|
$2.86 Million
0.87% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
29,878
shares
|
$2.85 Million
0.34% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
29,836
shares
|
$2.85 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,773
shares
|
$2.84 Million
0.03% of portfolio
|
Q1 2025
Added 60.82%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,722
shares
|
$2.84 Million
0.1% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
29,634
shares
|
$2.83 Million
0.19% of portfolio
|
Q2 2022
Reduced 2.29%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
29,596
shares
|
$2.82 Million
0.11% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
29,524
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
May 14, 2025 Q1 2025 |
29,500
shares
|
$2.81 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
29,459
shares
|
$2.81 Million
0.05% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
29,220
shares
|
$2.79 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
29,115
shares
|
$2.78 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
29,100
shares
|
$2.78 Million
0.55% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
28,960
shares
|
$2.76 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
28,899
shares
|
$2.76 Million
0.03% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
28,725
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Added 162.83%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
28,644
shares
|
$2.73 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
28,315
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
28,205
shares
|
$2.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
28,194
shares
|
$2.69 Million
0.05% of portfolio
|
Q2 2025
Added 512.25%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,032
shares
|
$2.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.32%
|