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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
10,929
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
10,915
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,852
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 74.33%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
10,818
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,813
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 52.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,778
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 268.23%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
10,759
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,677
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,648
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
Added 38.18%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
10,625
shares
|
$998,750
0.9% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,613
shares
|
$997,622
0.11% of portfolio
|
Q1 2025
Reduced 27.49%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
10,559
shares
|
$992,546
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,541
shares
|
$990,854
0.05% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
10,521
shares
|
$988,974
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
10,513
shares
|
$988,222
0.03% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
10,478
shares
|
$984,932
0.13% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,467
shares
|
$983,898
0.06% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,443
shares
|
$981,642
0.06% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,440
shares
|
$981,360
0.05% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,416
shares
|
$979,104
0.33% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,400
shares
|
$977,600
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,398
shares
|
$977,412
0.01% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,315
shares
|
$969,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,289
shares
|
$967,166
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
10,289
shares
|
$967,166
0.39% of portfolio
|
Q1 2025
Reduced 64.64%
|