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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
3,226
shares
|
$300,308
0.15% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
3,220
shares
|
$299,749
0.04% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,218
shares
|
$299,563
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,217
shares
|
$299,470
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,211
shares
|
$298,911
0.01% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,210
shares
|
$298,818
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
3,206
shares
|
$298,446
0.05% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,206
shares
|
$298,446
0.03% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,196
shares
|
$297,515
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,182
shares
|
$296,212
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,168
shares
|
$294,909
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,148
shares
|
$293,047
0.13% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,143
shares
|
$292,581
0.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
3,128
shares
|
$291,185
0.09% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
3,121
shares
|
$290,533
0.17% of portfolio
|
Q2 2025
Reduced 56.11%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
3,118
shares
|
$290,254
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,115
shares
|
$289,975
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,114
shares
|
$289,882
0.07% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,114
shares
|
$289,882
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,104
shares
|
$288,951
0.05% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,102
shares
|
$288,765
0.02% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
3,085
shares
|
$287,182
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,077
shares
|
$286,437
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
3,076
shares
|
$286,344
0.02% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,064
shares
|
$285,227
0.06% of portfolio
|
Q4 2024
New holding
|