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 |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,132
shares
|
$670,408
0.2% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
7,116
shares
|
$668,904
0.13% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
May 14, 2025 Q1 2025 |
7,100
shares
|
$667,400
0.33% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
7,089
shares
|
$666,366
0.01% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
7,083
shares
|
$665,802
0.21% of portfolio
|
Q1 2025
Added 145.6%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
7,045
shares
|
$662,230
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
7,044
shares
|
$662,136
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,040
shares
|
$661,760
0.01% of portfolio
|
Q4 2023
Reduced 49.02%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
7,013
shares
|
$659,222
0.1% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
7,010
shares
|
$658,940
0.19% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
7,007
shares
|
$658,658
0.17% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
7,007
shares
|
$658,658
0.22% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,000
shares
|
$658,000
0.5% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
6,982
shares
|
$656,308
0.06% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,980
shares
|
$656,120
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,952
shares
|
$653,488
0.21% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,932
shares
|
$651,608
0.01% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,914
shares
|
$649,916
0.03% of portfolio
|
Q4 2022
Added 2.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
6,902
shares
|
$648,788
0.03% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,896
shares
|
$648,224
0.06% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,896
shares
|
$648,224
0.63% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
6,885
shares
|
$647,190
0.08% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,875
shares
|
$646,250
0.21% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
6,869
shares
|
$645,686
0.39% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
6,863
shares
|
$645,122
0.2% of portfolio
|
Q2 2025
Added 0.13%
|