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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,992
shares
|
$369,858
0.11% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
3,990
shares
|
$369,673
0.0% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,980
shares
|
$368,747
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,976
shares
|
$368,376
0.03% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,972
shares
|
$368,005
0.05% of portfolio
|
Q2 2023
Added 669.77%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,969
shares
|
$367,727
0.05% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,967
shares
|
$367,542
0.19% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
3,964
shares
|
$367,264
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
3,962
shares
|
$367,079
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,958
shares
|
$366,708
0.07% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,957
shares
|
$366,616
0.03% of portfolio
|
Q1 2025
Reduced 84.56%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,956
shares
|
$366,523
0.02% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
3,940
shares
|
$365,041
0.09% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,931
shares
|
$364,207
0.01% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
3,908
shares
|
$362,076
0.08% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,896
shares
|
$360,964
0.05% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
3,866
shares
|
$358,184
0.14% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
3,863
shares
|
$357,906
0.05% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,860
shares
|
$357,629
0.41% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,857
shares
|
$357,351
0.09% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,831
shares
|
$354,942
0.02% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,816
shares
|
$353,552
0.06% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,815
shares
|
$353,459
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,805
shares
|
$352,533
0.03% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,804
shares
|
$352,440
0.03% of portfolio
|
Q1 2025
Added 0.08%
|