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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
8,141
shares
|
$765,254
0.17% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
8,136
shares
|
$764,784
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
8,129
shares
|
$764,126
0.14% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,098
shares
|
$761,212
0.17% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
8,096
shares
|
$761,024
0.28% of portfolio
|
Q2 2025
Added 644.12%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
8,070
shares
|
$758,580
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
8,068
shares
|
$758,392
0.09% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
8,066
shares
|
$758,204
0.29% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
8,048
shares
|
$756,512
0.44% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
8,036
shares
|
$755,384
0.15% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,027
shares
|
$754,538
0.02% of portfolio
|
Q1 2025
Reduced 26.89%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,016
shares
|
$753,504
0.47% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
7,986
shares
|
$750,684
0.01% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
7,966
shares
|
$748,804
0.09% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
7,932
shares
|
$745,608
0.09% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
7,871
shares
|
$739,874
0.33% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
7,850
shares
|
$737,900
0.15% of portfolio
|
Q2 2025
Added 40.63%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
7,842
shares
|
$737,148
0.04% of portfolio
|
Q2 2025
Reduced 65.71%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,832
shares
|
$736,208
0.14% of portfolio
|
Q1 2025
Added 1374.95%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
7,815
shares
|
$734,610
0.39% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
7,805
shares
|
$733,670
0.12% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
7,801
shares
|
$733,294
0.11% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
7,791
shares
|
$732,354
0.59% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,783
shares
|
$731,602
0.04% of portfolio
|
Q1 2025
Reduced 40.51%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,741
shares
|
$727,654
0.06% of portfolio
|
Q2 2023
Reduced 10.32%
|