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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$28,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
300
shares
|
$28,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
299
shares
|
$28,626
0.01% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
293
shares
|
$28,051
0.0% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
284
shares
|
$27,190
0.01% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
283
shares
|
$27,094
0.02% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
279
shares
|
$26,711
0.01% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
278
shares
|
$26,615
0.0% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
270
shares
|
$25,849
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
270
shares
|
$25,849
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$25,849
0.0% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
268
shares
|
$25,658
0.0% of portfolio
|
Q2 2025
Added 312.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
268
shares
|
$25,658
0.01% of portfolio
|
Q2 2025
Reduced 52.98%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
260
shares
|
$24,892
0.01% of portfolio
|
Q4 2024
Added 58.54%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
251
shares
|
$24,030
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
250
shares
|
$23,935
0.01% of portfolio
|
Q2 2025
Added 8233.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$23,935
0.01% of portfolio
|
Q3 2024
Reduced 56.75%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
250
shares
|
$23,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
249
shares
|
$23,839
0.01% of portfolio
|
Q2 2025
Added 36.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
246
shares
|
$23,552
0.0% of portfolio
|
Q2 2023
Reduced 44.22%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
245
shares
|
$23,456
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
233
shares
|
$22,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
230
shares
|
$22,020
0.0% of portfolio
|
Q2 2025
Reduced 98.74%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
226
shares
|
$21,637
0.01% of portfolio
|
Q2 2025
Added 1638.46%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
225
shares
|
$21,541
0.01% of portfolio
|
Q2 2025
Added 0.9%
|