Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,343 institutions that hold shares in the stock, with a total of 1.39 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,697
shares
|
$527,827
0.07% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,696
shares
|
$527,734
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
5,675
shares
|
$525,788
0.2% of portfolio
|
Q3 2024
Added 57.64%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,675
shares
|
$525,788
0.4% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
5,672
shares
|
$525,510
0.07% of portfolio
|
Q2 2025
Added 48.99%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
5,651
shares
|
$523,565
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5,614
shares
|
$520,137
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,608
shares
|
$519,581
0.01% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
5,605
shares
|
$519,303
0.06% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
5,583
shares
|
$517,264
0.04% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,581
shares
|
$517,079
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,564
shares
|
$515,504
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
5,562
shares
|
$515,319
0.01% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,530
shares
|
$512,354
0.06% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
5,523
shares
|
$511,705
0.32% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,521
shares
|
$511,520
0.02% of portfolio
|
Q1 2025
Added 52.98%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,508
shares
|
$510,316
0.06% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,500
shares
|
$509,575
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,483
shares
|
$507,999
0.03% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,466
shares
|
$506,424
0.15% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,453
shares
|
$505,220
0.08% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,449
shares
|
$504,849
0.21% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
5,445
shares
|
$504,479
0.06% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,440
shares
|
$504,016
0.09% of portfolio
|
Q1 2025
Reduced 72.01%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,436
shares
|
$503,645
0.01% of portfolio
|
Q1 2025
Added 1.4%
|