Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,411 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
935
shares
|
$89,516
0.01% of portfolio
|
Q2 2025
Added 3016.67%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
934
shares
|
$89,421
0.03% of portfolio
|
Q2 2025
Added 824.75%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
918
shares
|
$87,889
0.02% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
905
shares
|
$86,644
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
904
shares
|
$86,548
0.01% of portfolio
|
Q1 2025
Added 278.24%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
900
shares
|
$86,166
0.03% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
850
shares
|
$81,379
0.02% of portfolio
|
Q2 2025
Reduced 70.37%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
845
shares
|
$80,900
0.03% of portfolio
|
Q2 2024
Reduced 33.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
827
shares
|
$79,176
0.03% of portfolio
|
Q2 2025
Added 67.75%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
804
shares
|
$76,974
0.02% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Aug 15, 2025 Q2 2025 |
800
shares
|
$76,592
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
800
shares
|
$76,592
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
800
shares
|
$76,592
0.03% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
785
shares
|
$75,155
0.01% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
782
shares
|
$74,868
0.02% of portfolio
|
Q3 2023
Added 13.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
753
shares
|
$72,092
0.01% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
750
shares
|
$71,805
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
746
shares
|
$71,422
0.05% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
735
shares
|
$70,368
0.02% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
733
shares
|
$70,177
0.06% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
731
shares
|
$69,985
0.0% of portfolio
|
Q2 2025
Reduced 49.06%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
721
shares
|
$69,028
0.02% of portfolio
|
Q4 2022
Reduced 19.35%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
711
shares
|
$68,071
0.01% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
706
shares
|
$67,592
0.04% of portfolio
|
Q2 2025
Added 25.62%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
703
shares
|
$67,305
0.01% of portfolio
|
Q2 2025
Added 0.14%
|