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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,904
shares
|
$270,333
0.04% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
2,891
shares
|
$269,123
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
2,889
shares
|
$268,937
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
2,874
shares
|
$267,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,869
shares
|
$267,075
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,855
shares
|
$265,771
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
2,852
shares
|
$265,492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
2,850
shares
|
$265,306
0.13% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,849
shares
|
$265,213
0.03% of portfolio
|
Q1 2025
Reduced 54.63%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
2,849
shares
|
$265,213
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
2,838
shares
|
$264,189
0.05% of portfolio
|
Q1 2025
Reduced 21.73%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
2,833
shares
|
$263,723
0.08% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,830
shares
|
$263,444
0.12% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
2,820
shares
|
$262,513
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
2,820
shares
|
$262,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
2,803
shares
|
$260,931
0.22% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
2,783
shares
|
$259,069
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,782
shares
|
$258,976
0.02% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,777
shares
|
$258,510
0.1% of portfolio
|
Q2 2022
Reduced 18.97%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
2,776
shares
|
$258,417
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,775
shares
|
$258,324
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,742
shares
|
$255,252
0.02% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
2,736
shares
|
$254,694
0.05% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,729
shares
|
$254,042
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,719
shares
|
$253,111
0.04% of portfolio
|
Q4 2024
Added 25.88%
|