Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,346 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 |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
14,855
shares
|
$1.4 Million
0.73% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
14,822
shares
|
$1.39 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
14,814
shares
|
$1.39 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
14,793
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
14,718
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
14,639
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
14,612
shares
|
$1.37 Million
0.29% of portfolio
|
Q1 2025
Added 31.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
14,507
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 69.73%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
14,485
shares
|
$1.36 Million
0.16% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
14,405
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 296.5%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
14,373
shares
|
$1.35 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,367
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
14,260
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
14,164
shares
|
$1.33 Million
0.08% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
14,134
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Added 272.44%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
14,127
shares
|
$1.33 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
14,118
shares
|
$1.33 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
14,094
shares
|
$1.32 Million
0.33% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
14,086
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
13,992
shares
|
$1.32 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
13,895
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
13,862
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
13,834
shares
|
$1.3 Million
0.26% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,660
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Added 19.71%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
13,632
shares
|
$1.28 Million
0.87% of portfolio
|
Q1 2025
Added 24.56%
|