Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,032 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $98.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
7,472
shares
|
$547,398
0.29% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
7,404
shares
|
$542,417
0.23% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,392
shares
|
$541,537
0.08% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
7,325
shares
|
$536,629
0.32% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
7,317
shares
|
$536,043
0.02% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,306
shares
|
$535,237
0.11% of portfolio
|
Q1 2024
Added 21.56%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
7,288
shares
|
$533,918
0.07% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
7,280
shares
|
$533,332
0.22% of portfolio
|
Q3 2024
Added 33.95%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
7,253
shares
|
$531,354
0.19% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
7,234
shares
|
$529,962
0.08% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
7,221
shares
|
$529,010
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
7,200
shares
|
$527,472
0.29% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,199
shares
|
$527,398
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
7,192
shares
|
$526,885
0.17% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,152
shares
|
$523,955
0.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,134
shares
|
$522,636
0.13% of portfolio
|
Q2 2022
Reduced 5.97%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,134
shares
|
$522,636
0.09% of portfolio
|
Q2 2024
Reduced 11.33%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
7,115
shares
|
$521,244
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
7,094
shares
|
$519,706
0.16% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
7,086
shares
|
$519,120
0.15% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,081
shares
|
$518,754
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,077
shares
|
$518,461
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,066
shares
|
$517,655
0.01% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
7,066
shares
|
$517,655
0.04% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,040
shares
|
$515,750
0.01% of portfolio
|
Q4 2023
Reduced 49.02%
|