Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,335 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
379
shares
|
$32,514
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
370
shares
|
$31,742
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
354
shares
|
$30,369
0.01% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
352
shares
|
$30,198
0.01% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
349
shares
|
$29,940
0.0% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
348
shares
|
$29,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
344
shares
|
$29,511
0.01% of portfolio
|
Q4 2022
Reduced 55.09%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
342
shares
|
$29,340
0.05% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
340
shares
|
$29,168
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
331
shares
|
$28,396
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
329
shares
|
$28,224
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
328
shares
|
$28,139
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
328
shares
|
$28,139
0.01% of portfolio
|
Q4 2023
Reduced 9.14%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
325
shares
|
$27,881
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
314
shares
|
$26,938
0.01% of portfolio
|
Q1 2025
Added 80.46%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
311
shares
|
$26,680
0.0% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
304
shares
|
$26,080
0.01% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
300
shares
|
$25,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
298
shares
|
$25,565
0.01% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
291
shares
|
$24,964
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
284
shares
|
$24,364
0.01% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
283
shares
|
$24,278
0.02% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
279
shares
|
$23,935
0.0% of portfolio
|
Q1 2025
Reduced 34.97%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
278
shares
|
$23,849
0.0% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
275
shares
|
$23,592
0.02% of portfolio
|
Q1 2025
New holding
|