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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,703
shares
|
$251,622
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,701
shares
|
$251,436
0.18% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,673
shares
|
$248,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
2,671
shares
|
$248,643
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
2,615
shares
|
$243,430
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,610
shares
|
$242,964
0.03% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
2,602
shares
|
$242,220
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,583
shares
|
$240,451
0.0% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
2,572
shares
|
$239,427
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,567
shares
|
$238,962
0.03% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,558
shares
|
$238,124
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
2,557
shares
|
$238,031
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
2,515
shares
|
$234,121
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
2,497
shares
|
$232,445
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,451
shares
|
$228,163
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,443
shares
|
$227,418
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,439
shares
|
$227,046
0.07% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
2,420
shares
|
$225,277
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
2,413
shares
|
$224,626
0.03% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,385
shares
|
$222,019
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,292
shares
|
$213,362
0.0% of portfolio
|
Q1 2025
Added 74.56%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
2,235
shares
|
$208,056
0.02% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
2,198
shares
|
$204,611
0.05% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,151
shares
|
$200,236
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,147
shares
|
$199,864
0.09% of portfolio
|
Q1 2025
Added 22.48%
|