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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,625
shares
|
$151,271
0.03% of portfolio
|
Q3 2023
Reduced 14.25%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,624
shares
|
$151,178
0.1% of portfolio
|
Q1 2025
Added 73.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,600
shares
|
$148,944
0.04% of portfolio
|
Q4 2024
Reduced 42.45%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,600
shares
|
$148,944
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,595
shares
|
$148,478
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
1,593
shares
|
$148,292
0.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,587
shares
|
$147,733
0.02% of portfolio
|
Q4 2023
Added 97.88%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,585
shares
|
$147,547
0.0% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,571
shares
|
$146,244
0.07% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,557
shares
|
$144,941
0.04% of portfolio
|
Q1 2025
Added 30.29%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
1,550
shares
|
$144,289
0.09% of portfolio
|
Q2 2022
Added 29.17%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,547
shares
|
$144,010
0.02% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,533
shares
|
$142,706
0.01% of portfolio
|
Q4 2023
Reduced 4.6%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,508
shares
|
$140,379
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$139,635
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,500
shares
|
$139,635
0.01% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,482
shares
|
$137,959
0.1% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,475
shares
|
$137,307
0.05% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,455
shares
|
$135,445
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,449
shares
|
$134,887
0.13% of portfolio
|
Q4 2023
Added 82.49%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,435
shares
|
$133,584
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,414
shares
|
$131,629
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,403
shares
|
$130,605
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,400
shares
|
$130,326
0.02% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,400
shares
|
$130,326
0.07% of portfolio
|
Q2 2024
Reduced 24.49%
|